In today’s briefing:
- Monthly Chinese Express Tracker | November Volume, ASPs | Review of YTD Performance (December 2024)
Monthly Chinese Express Tracker | November Volume, ASPs | Review of YTD Performance (December 2024)
- Volume growth & price declines both moderated in November vs preceding months
- We believe most express companies should be experiencing margin expansion in Q424
- We finish with a review 2024’s winners and losers in China’s ecomm fulfillment space
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