The business briefings of the four major express delivery giants were released in June, and the development trend of the industry picked up.

On the evening of July 18, four express delivery companies, such as SF Express, Tong Yuan, Dayun and Shentong, released their business briefings in June, indicating that the development of express delivery industry is picking up.

In terms of revenue in June, SF, Dayun, Tong Yuan and Shentong were 26.692 billion yuan, 465.438+400 million yuan, 465.438+007 million yuan and 2.982 billion yuan respectively. Judging from the year-on-year growth rate of revenue, SF is still far ahead, reaching 63.66%; Shentong, Tong Yuan and Dayun were 55.09%, 3 1.57% and 25. 1 1% respectively.

Judging from the business volume completed in June, Dayun was the highest, with1.61.400 million votes. The business volume of Tong Yuan, Shentong and SF in June was 65.438+57.2 million, 65.438+0.188 million and 65.438+20 million respectively. Judging from the year-on-year growth rate of business completion, the largest growth rate is Shentong, up to 30.83%; The changes of SF, Tong Yuan and Dayun are 7.94%, 5.6 1% and-1.7 1% respectively.

Dongxing Securities analysts believe that express delivery plays an irreplaceable role in ensuring the normal material supply of residents and has a high priority when returning to work. At present, the express delivery industry shows an obvious recovery trend, and the business growth of the four express delivery giants is basically consistent with the industry growth. In the first half of this year, after a short decline, the express delivery industry rebounded rapidly and returned to positive growth, showing good development resilience.

According to the data of the State Post Bureau, the express delivery business volume in the first half of the year is expected to exceed 50 billion pieces, an increase of about 3.6% year-on-year; Business income is expected to be close to 500 billion yuan, up about 2.8% year-on-year; The average daily business volume has recovered to more than 300 million pieces, exceeding the level of the same period last year.

SF's single ticket revenue increased for 8 consecutive months. According to the announcement, SF's single ticket revenue in June was 15.438+0 yuan. Tong Yuan, Dayun and Shentong earned 2.6 1 yuan, 2.57 yuan and 2.5 1 yuan respectively. SF Express said in the announcement that with the closure and control of the epidemic in some cities in China, the company's unblocked outlets quickly resumed operations, and planned to guarantee 6 18 e-commerce promotion, so the company's time-limited express delivery business revenue growth rate increased, and the overall express logistics business revenue resumed double-digit growth, which was higher than the overall level of the express delivery industry.

Qin Ruohan believes that since the beginning of this year, due to the impact of rising commodity prices and high shipping index, the operating costs of the logistics industry have risen, driving major giants to increase unit charges for downstream customers. At the same time, we can also see that with the improvement of industry concentration, the bargaining power of logistics giants has improved compared with the past.

Wang Yuehan, deputy director of the Business Research Department of the Development Research Center of the State Post Bureau, believes that the first half of the year was mainly due to the overall improvement of the domestic epidemic prevention and control situation and the release of compensatory consumption potential. In addition, the two-product online shopping festival, 6 18 and other promotional activities have been launched one after another, which makes the express delivery business rebound rapidly, and the dividend effect of the policy of ensuring smooth flow will be further revealed in the second half of the year.