从国家邮政局了解到，2022年，邮政行业业务收入（不包括邮政储蓄银行直接营业收入）累计完成13509.6亿元，同比增长6.9%；其中，快递业务收入累计完成10566.7亿元，同比增长2.3%；邮政寄递服务业务收入累计完成383.6亿元，同比下降2.7%。邮政行业寄递业务量完成127.9亿件，同比下降0.9%；邮政行业业务收入（不包括邮政储蓄银行直接营业收入）完成1230.9亿元，同比增长21.4%。

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for anti-counterfeit packaging by geography and historical trend. The scope of the report extends to sizing of the anticounterfeit packaging market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for air traffic management by geography and historical trend. The scope of the report extends to sizing of the air traffic management market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

12 月7 日新十条出台，17 日“第一波冲击”达峰，其后民航客运航班量短期回落后迅速复苏。各航司披露2022 年12 月运营数据，各航司运营数据相比于11 月环比明显改善。

快递行业：本周日均业务量同比明显增长，环比有回落：根据交通运输部数据，本周全国邮政快递日均揽收量约3.56 亿件，环比上周-9.5%，较22 年1 月日均业务量+25.6%。本周日均揽收量约3.93 亿件，环比上周+3.7%。春节假期是快递业一年当中的淡季，据国家邮政局披露，往年春节期间的业务量只有平日的15%左右。由于历年春节容易出现错月影响，单看1 月和2 月的业务量增速参考意义较小，因此我们建议投资者更多的关注1-2 月的累计数据。随着末端感染人员逐步康复、消费需求回暖复苏，23 年1-2 月业务量累计同比增速有望明显优于22 年同比持平状态。