2021 年7 月全国快递单量同比增长28.80%至89.34 亿件，2年复合增长30.47%，国家邮政局预计8 月单量同比增速28%。韵达股份迎来量价双升，7 月日均单量5010 万件，淡季维持5000 万件以上，市占率环比提升0.53pts 至17.38%；7 月票单价环比提升0.02 元至2.04 元，进一步验证价格战初步改善。

国家邮政局公布了快递行业最新的7月数据。7月份，全国快递服务企业业务量完成89.3亿件，同比增长28.8%；业务收入完成827 亿元，同比增长14.4%。上市公司公布了7 月经营数据。7 月份，顺丰控股业务量同比增长33.8%，单价同比下降10.7%；韵达股份业务量同比增长22.5%，单价同比提升1.5%；圆通速递业务量同比增长31.4%，单价同比下降6.3%；申通快递业务量同比增长13.7%，单价同比下降7.1%。

美西港口近期拥堵加剧，集运市场“紊乱”仍将继续，何时结束难以研判。考虑市场预期，与风险收益比，维持集运行业“中性”评级。

行业监管政策出台，快递行业非理性价格战已短期缓和，且Q2通达系份额初现回升。预计行业新进入者份额大幅提升难度加大，建议重视头部企业长期价值。电商快递是典型的规模经济，市场普遍认同，行业终将走向高度集中。行业监管下，以及规模经营能力高要求，预计新进入者份额大幅提升难度加大。建议放低短期业绩预期，重视头部企业长期价值。维持中通快递、韵达股份、圆通速递“增持”评级。

本篇报告回顾了菜鸟网络的发展历程，其作为物流行业整合、赋能者的角色，不断顺应行业背景进行战略的细化和调整，并推动物流全行业的高质量发展。展望未来，跨境电商物流、数智物流叠加供应链物流有望为其带来新的发展机遇。将愿景推广至全球，或是菜鸟网络的终极目标。

Aseptic packaging is a special manufacturing method in which beverages and food contents and substances are sterilized discretely from the packaging. These contents and substances are then injected into vessels in a sterile and germ-free atmosphere. This process utilizes very high temperature to preserve freshness of contents while safeguarding it from adulteration with microorganisms. The report focuses on current trends and future growth opportunities of aseptic packaging globally. In addition, the report includes details about various aseptic packaging such as cartons, bags & pouches, and bottles & cans. The report also includes information of material used for packaging such as paper & paperboard, plastics, metal, and glass. The study further analyzes the current market trends of aseptic packaging across different regions such as North America, Europe, Asia-Pacific, and LAMEA and suggests future growth opportunities.