国家邮政局公布了2026年1至7月邮政行业运行数据[1]。前7个月邮政行业业务收入累计完成10799.1亿元,同比增长6.1%[1];邮政行业寄递业务量累计完成1274.4亿件,同比增长4.2%[1]。其中,快递业务表现更为强劲,业务收入累计完成9017.7亿元,同比增长7.4%[1],快递业务量累计完成1174.7亿件,同比增长4.8%[1]。
在具体业务构成方面,同城快递业务出现调整,前7个月同比下降8.1%[1],而异地快递业务保持增长态势,同比增长6.0%[1]。进入7月份,快递业务延续增长趋势,当月业务收入完成1303.7亿元,同比增长8.1%[1];邮政行业业务收入完成1543.0亿元,同比增长6.4%[1]。市场集中度方面,快递业务收入品牌集中度指数CR8为87.0,快递业务量品牌集中度指数CR8为96.2[1]。
China's State Post Bureau announced robust performance across the postal sector for the first seven months of 2026. Cumulative postal industry business revenue reached 107.991 billion yuan, representing a year-on-year increase of 6.1%, while express delivery revenue climbed to 90.177 billion yuan, up 7.4% compared to the same period last year [1]. The sector processed 1.2744 billion pieces of mail and parcels cumulatively, growing 4.2% year-on-year, with express delivery volume reaching 1.1747 billion pieces, a 4.8% increase [1].
Revenue growth accelerated in July specifically, with postal industry revenue hitting 15.43 billion yuan for the month, up 6.4% year-on-year, while express delivery revenue reached 13.037 billion yuan, climbing 8.1% [1]. Performance varied by delivery category: same-city express services declined 8.1% year-on-year during the seven-month period, while inter-city express services expanded by 6.0% [1]. Market concentration among leading providers remained high, with the top eight express delivery companies commanding 87.0% of revenue and 96.2% of business volume [1].