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主要电商快递公司单票快递成本随规模扩张下降情况(2013-2020年)
主要电商快递公司单票快递成本随规模扩张下降情况(2013-2020年)
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所属报告:
物流行业电商快递分歧点深度分析:量有增长、价有上行、成本有降业绩将超预期修复-20220217(16页).pdf
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规模效应:如前文所述,快递总量盘子维持相对高增叠加份额持续向龙头集中,将增强规模效应摊薄单票快递成本。例如,中通单量市占率由 2016 年 14.4%上升至 2020 年20.4%,年均提升 1.5pts,对应单票剔派快递成本由 2016 年 1.26 元下降至 2020 年 0.82元,复合降幅 10.1%;韵达单量市占率由 2016 年 10.3%上升至 2020 年 17.0%,年均提升1.7pts,对应单票剔派快递成本由 2016 年 1.47 元下降至 2020 年 0.89 元,复合降幅 11.9%;圆通单量市占率由 2016 年 14.3%上升至 2020 年 15.2%,年均提升 0.2pts,对应单票剔派快递成本由 2016 年 1.91 元下降至 2020 年 0.99 元,复合降幅 15.2%。
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物流行业电商快递分歧点深度分析:量有增长、价有上行、成本有降业绩将超预期修复-20220217(16页).pdf
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