ZTO Express Holds 2026 National Network Conference

ZTO (NYSE: ZTO) held its 2026 National Network Conference in Shanghai on January 20, 2026, reviewing 2025 performance and setting priorities for 2026 aligned with the State Post Bureau's 2026 directives and the "15th Five-Year Plan" period.

Rhea-AI Summary

ZTO (NYSE: ZTO) held its 2026 National Network Conference in Shanghai on January 20, 2026, reviewing 2025 performance and setting priorities for 2026 aligned with the State Post Bureau's 2026 directives and the "15th Five-Year Plan" period.

The company reported 2025 parcel volume of 38.52 billion parcels, up 13.3% YoY, maintained industry leadership for the tenth consecutive year, and said its platform reverse logistics business doubled in growth. Key 2026 focuses include quality-driven development, operational safety, network optimization, efficiency improvement, and strengthened execution.

Argus Jan 20 session

-0.76% close to close Open Argus

Details

News Market Reaction – ZTO

On Jan 20, the day this news came out, ZTO closed 0.76% below the previous close.

Data tracked by StockTitan Argus for the Jan 20 session.

Key Figures

2025 parcel volume: 38.52 billion parcels Parcel volume growth: 13.3% YoY increase Industry leadership duration: 10 years

2025 parcel volume

38.52 billion parcels

Full-year 2025 volume cited at the 2026 National Network Conference

Parcel volume growth

13.3% YoY increase

2025 parcel volume growth rate highlighted at conference

Industry leadership duration

10 years

Maintained leading business scale for the tenth consecutive year

Historical Context

5 past events · Latest: Nov 19

5 events

1. Nov 19

   Q3 2025 earnings

   24h Move

   -0.1%

   Reported Q3 revenue and net income growth with mixed margin trends.

2. Oct 24

   Earnings scheduling

   24h Move

   +0.3%

   Announced timing and access details for upcoming Q3 2025 results call.

3. Aug 29

   Debt repurchase

   24h Move

   -1.8%

   Completed repurchase right offer, leaving a small amount of 2027 notes outstanding.

4. Aug 19

   Q2 2025 results

   24h Move

   -1.1%

   Strong volume and revenue growth but lower net income and reduced volume guidance.

5. Jul 31

   Earnings scheduling

   24h Move

   -1.4%

   Announced release date and call for Q2 and H1 2025 results.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

reverse logistics

1 terms

reverse logistics technical

"the Company's platform reverse logistics business registered doubled growth"

Reverse logistics is the process of moving products from customers back to a company for returns, repairs, recycling, or disposal — like the reverse of a delivery route when a returned package comes back to the warehouse. It matters to investors because efficient reverse logistics can cut costs, recover value from returned goods, reduce waste and regulatory risk, and protect brand reputation, all of which affect profitability and long-term cash flow.

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SHANGHAI, Jan. 20, 2026 /PRNewswire/ -- On January 20, 2026, ZTO Express (Cayman) Inc. (NYSE: ZTO and SEHK: 2057) ("ZTO" or the "Company"）, a leading and fast-growing express delivery enterprise in China, convened its National Network Conference at its headquarters in Shanghai. The conference conveyed and studied the guiding principles from the State Post Bureau's 2026 National Postal Work Conference and the strategic direction for the "15th Five-Year Plan" period, during which the Company reviewed its performance in 2025, analyzed the current landscape, and deliberated on and arranged the key priorities for 2026.

The Company's chairman, Meisong Lai, emphasized in his keynote speech entitled "Striving Together, Advancing Steadily for the Long-run," that in 2025, guided by government policies advocating for orderly competition and anti-involution, industry pricing gradually stabilized and recovered, and the competitive landscape continued to improve. ZTO remained committed to prioritizing service quality as its core priority, consistently implementing its balanced development strategy, and continually refining its service system, expanding its service coverage, and promoting industrial synergy. The Company achieved a full-year parcel volume of 38.52 billion parcels, representing a year-over-year increase of 13.3%, and maintained its leading position in the industry in terms of business scale for the tenth consecutive year. Furthermore, the Company's platform reverse logistics business registered doubled growth, earning greater trust from more platform clients and consumers.

The conference further clarified the overall working philosophy and key tasks for 2026. It emphasized the comprehensive implementation of the State Post Bureau's directives, balancing quality and development, with a focus on operational safety, service enhancement, network optimization, efficiency improvement, fostering equity, uniting the workforce, strengthening execution, and tapping into potential as the guiding principles for the entire network. The aim is to promote development through quality and stimulate vitality through optimization, thereby solidly ensuring the achievement of all operational objectives.

Chairman Meisong Lai expressed his gratitude to ZTO's network partners and all employees for their trust and support over the past year. He emphasized that the express delivery industry remains a promising sunrise sector with robust growth prospects. The industry is currently in a critical phase of transition, shifting from high quantity to a combination of quantity plus quality, and from pure express delivery towards integrated logistics. On the path of high-quality development, ZTO must act as a visionary thinker, industry trailblazer and pragmatic executor. The entire network must recognize prevailing industry trends, gain a clear understanding of its own positioning, reject involution, and pursue win-win cooperation and competition. Only by committing to concrete actions, pragmatic efforts, and solid results can ZTO ensure a path forward that is sound, stable, and sustainable for the long run.

About ZTO Express (Cayman) Inc.

ZTO Express (Cayman) Inc. (NYSE: ZTO and SEHK:2057) ("ZTO" or the "Company") is a leading and fast-growing express delivery company in China. ZTO provides express delivery service as well as other value-added logistics services through its extensive and reliable nationwide network coverage in China.

ZTO operates a highly scalable network partner model, which the Company believes is best suited to support the significant growth of e-commerce in China. The Company leverages its network partners to provide pickup and last-mile delivery services, while controlling the mission-critical line-haul transportation and sorting network within the express delivery service value chain.

For more information, please visit http://zto.investorroom.com.

Safe Harbor Statement

This announcement contains statements that may constitute "forward-looking" statements pursuant to the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "will," "expects," "anticipates," "aims," "future," "intends," "plans," "believes," "estimates," "likely to," and other similar expressions. ZTO may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission (the "SEC") and The Stock Exchange of Hong Kong Limited (the "HKEX"), in its interim and annual reports to shareholders, in announcements, circulars or other publications made on the website of the HKEX, in press releases and other written materials, and in oral statements made by its officers, directors, or employees to third parties. Statements that are not historical facts, including but not limited to statements about ZTO's beliefs, plans, and expectations, are forward looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: risks relating to the development of the e-commerce and express delivery industries in China; its significant reliance on certain third-party e-commerce platforms; risks associated with its network partners and their employees and personnel; intense competition which could adversely affect the Company's results of operations and market share; any service disruption of the Company's sorting hubs or the outlets operated by its network partners or its technology system; ZTO's ability to build its brand and withstand negative publicity, or other favorable government policies. Further information regarding these and other risks is included in ZTO's filings with the SEC and the HKEX. All information provided in this announcement is as of the date of this announcement, and ZTO does not undertake any obligation to update any forward-looking statement, except as required under applicable law.

For investor inquiries, please contact:
Investor Relations
Tel: (86) 21 5980 4508
Email: ir@zto.com

View original content:https://www.prnewswire.com/news-releases/zto-express-holds-2026-national-network-conference-302665263.html

SOURCE ZTO Express (Cayman) Inc.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did ZTO announce at the January 20, 2026 National Network Conference?

ZTO reviewed 2025 results, outlined 2026 priorities tied to State Post Bureau guidance, and emphasized quality, safety, network optimization, and execution.

How many parcels did ZTO handle in 2025 according to the ZTO conference statement?

ZTO reported a full-year parcel volume of 38.52 billion parcels in 2025, a 13.3% year-over-year increase.

What growth did ZTO report for its reverse logistics business in 2025?

The company said its platform reverse logistics business achieved double-digit doubled growth in 2025, gaining greater trust from platform clients and consumers.

What are ZTO's main operational priorities for 2026 from the conference?

Priorities include balancing quality and development, operational safety, service enhancement, network optimization, efficiency improvement, and strengthened execution.

Does ZTO say the industry outlook changed and how will it respond in 2026?

ZTO described the industry shifting from volume-only growth to a mix of quantity plus quality and integrated logistics, urging pragmatic execution and cooperation across the network.