In June 2026, the e-commerce logistics index rose to 111.4 points, marking the fourth consecutive month of recovery. In the first half of the year, the volume of express delivery business exceeded 100 billion pieces, 9 days earlier than last year. The western region leads the country in terms of growth, with smart home appliance transactions skyrocketing tenfold year-on-year, and the online consumption structure is undergoing a qualitative change.

The consumer change behind billions of items

As of June 30th, the volume of express delivery services in 2026 has exceeded 100 billion pieces, 9 days ahead of 2025. The e-commerce logistics index in June was 111.4 points, up 0.4 points month on month, maintaining a rebound trend for four consecutive months. The sub indexes are all in the red: the total business volume index is 128.6 points, up 0.3 points month on month; The rural business volume index reached 127.3 points, up 0.5 points, and all regions have maintained a rebound for three consecutive months. The western region has the largest increase, reaching 1.2 points.

It is worth noting that the consumption structure is shifting from basic necessities such as clothing and food to high-quality intelligent devices. According to JD data, the transaction volume of new smart home appliances in the first half of the year increased tenfold year-on-year. The sales of sub categories such as air circulation fans, ice makers, pet food, and fitness climbing machines have all achieved significant growth, and the growth of the cooling economy and the self pleasure economy is impressive. Consumers are no longer just paying for low prices, but for experience and value.

From Price War to Efficiency War

Supply side synchronous improvement. The logistics timeliness, fulfillment rate, and satisfaction rate index have rebounded for three consecutive months, with month on month increases of 0.7, 0.1, and 0.4 points, respectively; The personnel index and actual load rate index rebounded by 0.2 and 0.5 points respectively. The competition among enterprises is shifting from vicious price wars to intelligent cost reduction and efficiency improvement. The unit price of express delivery will rise to 7.7 yuan in the first quarter of 2026, easing the cost pressure on the industry. Keywords: logistics

The China Logistics Information Center predicts that with the end of the 618 promotion, e-commerce logistics demand will slow down in July, but overall it will still maintain a high level of prosperity. A hundred billion pieces is just the transcript of the first half, the highlight of the second half lies in the continuous deepening of quality and intelligence.Editor/Cheng Liting