ZTO Express forecasts 2026 parcel volume growth of 6% to 10% while targeting a RMB 0.03 decline in core transit costs.
ZTO Express (ZTO) projected 2026 parcel volume growth of 6% to 10%, citing rational competition and anti-involution policies driving industry stabilization. The company aims to reduce core transit costs by RMB 0.03 as part of efficiency improvements.
In Q2 2026, the express delivery industry saw a 4.2% year-over-year volume increase, reflecting broader market recovery. ZTO’s guidance aligns with efforts to balance growth and cost control amid evolving sector dynamics.
No immediate market reaction was disclosed in the earnings call insights.