东京 —— 日本物流集团大和控股（Yamato Holdings）计划与主要企业客户协商涨价，因为公司正将重心从追求业务量转向追求盈利能力，社长樱井俊行在接受《日经新闻》（Nikkei）采访时表示。
TOKYO -- Japanese logistics group Yamato Holdings plans to negotiate price increases with major corporate clients as it shifts focus from volume to profitability, President Toshiyuki Sakurai told Nikkei.
“大客户的业务，我们不会降价去争取，”樱井在最近的采访中谈到大宗货运客户时说。
"We won't be lowering prices to get their business," Sakurai said of big freight customers in a recent interview.
该公司的快递业务板块利润率低迷，包括由子公司大和运输（Yamato Transport）承运的家庭包裹配送业务。该板块的营业收入约占大和控股总收入的80%，但在截至2026年3月的财年中，该板块的营业利润仅为22亿日元（约合1390万美元），营业利润率仅为0.1%。
The company's express business segment is struggling with low profit margins, including for its home parcel-delivery service, handled by unit Yamato Transport. Operating revenue from this segment accounts for roughly 80% of Yamato Holdings' total revenue, but the segment's operating profit came to just 2.2 billion yen ($13.9 million) in the fiscal year ended March 2026 for an operating profit margin of just 0.1%.
竞争对手佐川急便（Sagawa Express）的运营商SG Holdings在同一财年，其配送业务录得701亿日元的营业利润。
SG Holdings, which operates competitor Sagawa Express, logged a 70.1 billion yen operating profit from its delivery business for the same year.
大和运输在日本拥有约2700个营业网点，远多于佐川急便的约700个。该网络是优势，但在人口减少地区也可能成为负担。樱井表示，公司将致力于“让包裹配送服务更精简、更有韧性”，努力提高快递板块的盈利能力。
Yamato Transport has around 2,700 sales offices in Japan, far more than the roughly 700 of Sagawa Express. The network is a strength but can also become a burden in depopulated areas. Sakurai said the company will aim to "make its parcel delivery service leaner and more resilient," working to improve profitability for its express segment.
公司将整合并扩大部分网点。“即使网点减少，我们仍远多于竞争对手，贴近客户的优势不会改变，”樱井说。“这不会损害个人客户的便利性。”大和也将提价。大宗货量客户，尤其是亚马逊（Amazon）等大型电商企业，货量大但成本也高，却往往要求降价。
The company will consolidate and expand some locations. "Even with fewer locations, we still have far more than competitors, and the benefit of being close to where customers are won't change," Sakurai said. "This will not undermine individual customer convenience." Yamato will also raise prices. Large-volume customers, especially such large e-commerce companies as Amazon, come with high volumes but also high costs, but often seek lower prices.
过去，大和曾拒绝主要电商客户提出的降价要求，但后来在包裹量下降时接受了降价。樱井强调，公司将接受所有中小企业（SME）和个人的包裹，但不会仅为与大客户做生意而给予折扣。大和控股社长樱井俊行接受了《日经新闻》采访。
Yamato has refused proposed price cuts from major e-commerce customers in the past but later accepted cuts when package volumes fell. The company will accept parcels from all small and medium enterprises (SMEs) and individuals, but it will not give discounts to bigger clients just to do business with them, Sakurai stressed. Yamato Holdings' President Toshiyuki Sakurai speaks with Nikkei.
这与公司此前优先追求大客户业务量增长的策略背道而驰。今后，公司将根据作业内容和时机，提出能够确保盈利的运费。
This departs from the company's earlier strategy of prioritizing volume growth for big customers. It will now instead propose freight rates that ensure profitability based on the content of work and the timing.
公司计划定期更新个人客户的运费，以应对通货膨胀。同时，也将至少每年一次审视与中小企业的合同。
The company plans to update shipping rates for individual customers on a regular basis to keep up with inflation. It will also review contracts with SMEs at least once a year.
樱井表示，只要燃油价格抑制措施还在实施，公司就不打算引入燃油附加费，称那将构成双重收费。公司还在致力于重组业务组合，将资源集中于核心业务。
Sakurai indicated that the company does not plan to introduce fuel surcharges as long as fuel price relief measures are in place, saying it would amount to a double charge. The company is also working to restructure its portfolio to concentrate resources on core businesses.
大和控股近期宣布计划在2027年6月左右结束国内货运飞机业务，并已出售其金融服务子公司。樱井表示：“我们认识到，过去的一些投资和举措给我们带来了新的课题。”
Yamato recently announced plans to end operations of domestic freight aircraft around June 2027 and has sold off its financial services subsidiary. "We recognize that some of our past investments and initiatives have resulted in new challenges for us," Sakurai said.
樱井称，公司已列出待审视的业务清单，他本人正在直接监控进度。此次业务审视旨在“改善现有业绩并减少有息负债”。
Sakurai said that the company has created a list of businesses to review and that he is monitoring progress directly. The business review is aimed at "improving current performance and reducing interest-bearing debt," he said.
与此同时，第三方物流——即为企业提供从货物仓储、管理到配送的一站式服务——被定位为增长支柱。
At the same time, third-party logistics, which involves handling logistics ranging from product storage to management and delivery for businesses as an all-in-one service, is being positioned as a growth pillar.
樱井表示：“我们正在从单纯的包裹配送，向解决企业客户课题的方向进行重大转型。”
"We are making a significant shift from simply delivering packages to solving challenges for corporate clients," Sakurai said.
大和控股将寻求利用其包裹配送网络提供解决方案，赢得更多业务。公司目标是到2031年3月期左右，使第三方物流和海外业务的收入占总收入的比重达到五成左右。
Yamato will seek to win more business with solutions that leverage its parcel delivery network. The company targets increasing revenue from third-party logistics and overseas operations to account for around half of its total revenue by around the year through March 2031.
该公司还计划利用人工智能优化运输路线，包括其设施之间的长途路线。人工智能已使包括东京在内的关东地区市区短途运输的大型卡车使用量减少了30%至40%，并计划将这一举措推广至全国。
The company also plans to use AI to optimize transport routes, including long-haul routes between its facilities. AI has already cut large-truck use for short distances in urban parts of the Kanto region, which includes Tokyo, by between 30% and 40%, with plans to expand this effort nationwide.
在并购方面，樱井未透露具体时机或金额，但表示公司有一份正在关注的名单。樱井说，公司“在持续探索”。
On mergers and acquisitions, Sakurai did not indicate any specific timing or amounts but said the company has a list it is looking at. The company is "constantly exploring," Sakurai said.