Chinese media outlets, including Phoenix News and East Finance, reported that China’s delivery sector is facing a growing oversupply of workers. Industry estimates suggest that nearly 20 million people are now working as delivery riders nationwide, while only about 4 million experienced riders are needed for the current average of 110 million daily orders.
The oversupply has contributed to falling incomes. In Shanghai, some riders reportedly saw monthly earnings decline from around 15,000 yuan (US$2,100) to 12,000 yuan (US$1,700), while average daily orders fell by roughly 20. In Beijing, daily deliveries dropped from 35 orders in 2020 to 20 today, even as working hours increased. Delivery fees have also fallen sharply, with some short-distance orders paying less than 2 yuan.
Similar pressures are emerging in the ride-hailing sector. On May 31, Shenzhen transportation authorities warned that the city’s ride-hailing market had become saturated, with drivers averaging only about 13 trips per day. Authorities advised prospective drivers to carefully consider the risks before entering the industry. One Shenzhen ride-hailing driver said in a video that after deducting vehicle rental costs and traffic fines, he earned only about 5,000 yuan (US$700) per month despite working up to 16 hours a day.
Reports noted that growing numbers of unemployed and downwardly mobile middle-class workers have entered the delivery and ride-hailing sectors as traditional employment opportunities become harder to find.
Source: Epoch Times, June 1, 2026
https://www.epochtimes.com/gb/26/6/1/n14779387.htm