In the first ten months of 2023, Xinjiang's express delivery volume exceeded 350 million packages, reflecting enhanced economic vitality. This growth is attributed to the implementation of free shipping policies and an increasingly improved delivery network. The express delivery industry has provided a broader market for Xinjiang's specialty agricultural products, driving local economic development.
High-speed railway express has emerged as a new logistics method since the route from Shenzhen North to Changsha South commenced, transporting 15 tons of goods daily and reducing costs by over 25% compared to air transport. Despite challenges such as limited loading capacity and heavy transportation demands, the potential and prospects for high-speed railway express remain promising, potentially offering new growth opportunities for the express industry in the future.
In 2023, China's express delivery volume exceeded 50 billion parcels, solidifying its position as the world's largest market. The competition in the industry has intensified, driven by rapid e-commerce growth and innovative logistics solutions.
In the first half of 2025, the container throughput at Lazaro Cardenas Port increased by 14% year-on-year, reaching 1.27 million TEUs, while automobile transactions totaled 339,091 units. Automotive companies such as General Motors, Toyota, and newly established brands performed exceptionally, solidifying Mexico's status as a logistics hub.
Recently, container freight rates on routes from Shanghai to Latin America have seen a significant increase, with rates from Shanghai to the Port of Santos reaching a historical high. This week, rates surged by 26%, reaching $3,646 per FEU. The phenomenon of vessel suspensions has led to increased profits for shipping companies, and regulators are beginning to pay attention to these changes, calling for companies to standardize their pricing management, although specific interventions regarding rates in Latin America remain uncertain.
Da Shun Logistics specializes in the South American market, partnering with various airlines to provide air freight services from China to South America. Services include customized solutions, one-on-one support, customs clearance advice, and door-to-door delivery. Their strong routes cover major South American cities, focusing on cargo safety and timely delivery to facilitate trade between China and South America. They offer tailored solutions and prioritize efficient and secure transport for businesses engaged in this vital trade lane.
SF Airlines has introduced new Boeing freighters to enhance its express air transport capabilities, leading to a three-way competition among SF Express, YTO Express, and China Post. Despite the massive potential of the air express market, development is hampered by inadequate infrastructure and tight aviation resources. The intensifying competition in the express delivery sector is prompting companies to seek high-value-added services and emphasize the importance of air transport. The future express delivery market will prioritize speed and service quality, making the improvement of overall capacity a core task for enterprises.
The National China-Europe International Freight Train Alliance was established in Urumqi, Xinjiang, aiming to promote the Belt and Road Initiative. The alliance will create a public information platform for China-Europe trains, enhancing operational efficiency through resource sharing and cooperation.
The State Post Bureau, in collaboration with eight departments, has released guidelines aiming to establish approximately 30 express delivery hubs by 2027 and 80 by 2035. The goal is to create an efficient, safe, and green express delivery network, promote modernized services, and facilitate coordinated trade and economic development.
This article explores the potential unicorn opportunities worth billions of dollars within the express delivery industry. It analyzes the innovation potential across several key areas, including collective end delivery, niche market development, financial product innovation, green development, and the acceleration of smart applications. The importance of technological breakthroughs and innovative concepts for the future of the industry is emphasized.
