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Huatai Securities' research report points out that although August is traditionally a slow season for e-commerce express delivery, 'anti-involution' measures have driven an improvement in industry sentiment. Analyzing from both volume and price perspectives: In terms of business volume, the combined effects of the off-season and price hikes in key regions have led to a marginal slowdown in parcel volume growth; in terms of price, industry prices have rebounded month-on-month, with notable price increases for STO Express and YTO Express. Looking ahead, as the peak season approaches, there is a high degree of certainty that the price hike trend will continue through the end of the year, and it is expected that the profit elasticity of the sector will exceed expectations.
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