“通达系”快递公司的竞争,将进入第四阶段

财经杂志
Aug 07, 2025

从2020年开始,“通达系”快递公司从效率竞争进入了长达数年的价格竞争;价格竞争的弊端日益凸显,未来快递公司的竞争重心应转向服务文|刘建中 陈汐本文旨在回顾“通达系”快递公司市场份额之争的几个重要阶段,并着重分析其背后的商业逻辑与发展趋势,并对即将到来的服务竞争阶段进行展望。快递公司可以分成两大类:直营模式和加盟模式。直营模式的代表是顺丰控股(002352.SZ)和京东物流(02618.HK)。...

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