Introducing Monthly Tracking of Chinese X-Border Express Parcel Data | YTD Volume up +55%, ASPs -25%
Chinese X-border express parcel volume growth has accelerated dramatically in 2023, and unit pricing has fallen sharply. In this note we dissect...
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Monthly Chinese Express Tracker | March and Q126 Data From Four China-Listed Firms? All Over the Map
The four China-listed express companies reported oddly divergent numbers again in March. Overall, it appears parcel volume for this group grew at...
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Monthly Chinese Express Tracker | Sluggish < 8% Volume Growth YTD from Four China-Listed Companies
Combined January-February parcel volume grew by <8%, continuing the trend of sub-10% growth seen in Q425. Under these conditions it will be...
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Monthly Chinese Express Tracker | Lots of Noise in January 2026 Numbers From Four China-Listed Firms
The monthly operating statistics reported by the four China-listed express companies for January look strange, and we believe they contain lots of...
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Monthly Chinese Express Tracker | Q425 Volume, ASP Data Show SF Holding Strength, ZTO Struggles
China's listed express parcel companies reported highly diverse volume and price data for Q425. The numbers show strong share gains for SF Holding,...
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