Impact on the express delivery industry geometry?
At present, for the "Tongda Department" express delivery companies, most of the e-commerce components account for most of the shipments, which are generally packaged by the e-commerce vendors themselves. Therefore, it is the e-commerce operators' operating costs that directly increase the price of cardboard boxes. Finally, the consumer will pay the bill.
Yuantong express CEO Xiang Feng confirmed that the increase in the price of packaging materials has no significant effect on express delivery companies. The relevant person in charge of Zhongtong also stated that there is no carton sale in the Zhongtong material system, and the express package box is provided by the electricity supplier. In addition, in the interior of the company, neither the plastic bag nor the list price has risen.
According to Xu Yong's analysis, the price increase of express packaging materials is only temporary, I believe that prices will be suppressed soon. However, in the medium to long term, the price of cartons and face sheets will gradually increase, mainly because of the serious pollution in papermaking, and the efforts of the state to shut down companies will continue to increase, which will further reduce supply. The secondary recycling of express cartons and the vigorous promotion of electronic orders are measures to avoid the risk of price rises in the paper industry. In addition, the plastic bag is in a state of oversupply, and the express delivery industry need not worry about the short-term increase in its price. However, it should be noted that there is currently a biodegradable plastic bag on the market, which is priced at about the same as an ordinary plastic bag, or even omitted. Lower, may be a better choice.
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