内容来源：https://www.engadget.com/general/amazons-new-usps-deal-will-see-postal-deliveries-cut-by-20-percent-054608944.html?src=rss

内容总结：

据《华尔街日报》报道，亚马逊与美国邮政署已就新合作协议达成初步共识。根据协议，亚马逊通过美国邮政署的包裹配送量将减少约20%，虽低于此前传闻的三分之二降幅，但仍将导致后者面临超10亿美元的收入损失。

作为美国邮政署的最大客户，亚马逊贡献了其15%的业务量及约60亿美元年收入。此次调整预计将对美国邮政署的财务状况形成冲击。亚马逊方面表示，新协议延续了双方长期合作关系，有助于持续服务客户与社区。

此前，双方原定于2025年底前续签2026年9月到期的合约，但美国邮政署在去年12月突然中止谈判，转而启动“最后一英里”配送的新招标流程。在多家竞标企业未能满足其业务量与收入预期后，美国邮政署选择重新与亚马逊协商。目前新协议尚待美国邮政监管委员会批准。

中文翻译：

亚马逊与美国邮政达成新协议，邮政配送量将缩减20%

据《华尔街日报》报道，亚马逊与美国邮政总局已达成初步协议，邮政配送量将缩减20%。虽然削减幅度不及年初威胁的三分之二，但仍将对美国邮政造成财务冲击。亚马逊发言人表示："我们很高兴与美国邮政达成新协议，这延续了我们长期的合作伙伴关系，让我们能够继续共同服务客户和社区。"

作为美国邮政的最大客户，亚马逊业务量占其总量的15%，贡献约60亿美元营收。若削减三分之二将造成灾难性影响，而20%的缩减仍可能导致超10亿美元收入损失。亚马逊同样面临压力，其乡村和末端配送高度依赖邮政网络。

原定于2026年9月到期的合同曾引发提前谈判，但美国邮政在去年12月关键时刻突然退出谈判，转而启动末端配送招标程序。亚马逊当时表示："我们的目标是增加邮政业务量而非削减——直到美国邮政在最后关头突然退出。"

据悉在多家竞标企业未能满足业务预期后，美国邮政决定重启与亚马逊的谈判。新协议尚待联邦邮政监管委员会批准。此前有消息称亚马逊考虑自建配送网络，但这可能是为推动谈判释放的信号。

英文来源：

Amazon's new USPS deal will see postal deliveries cut by 20 percent
They won't as deep as Amazon threatened before, but will still deal a financial blow to the postal service.
Earlier this year, Amazon threatened to cut US Postal Service deliveries by as much as two thirds. Now, the parties have reached tentative a deal that will see USPS deliveries reduced by 20 percent, The Wall Street Journal reported. While not as drastic as first menaced, the reduced volume will still deal a financial blow to the USPS.
"We’re pleased to have reached a new agreement with USPS that furthers our longstanding partnership and will let us continue supporting our customers and communities together," an Amazon spokesperson told the WSJ.
Amazon is the USPS's largest customer, accounting for 15 percent of its volume and $6 billion in revenue. A two-thirds cut would have been a disaster for the USPS, but a 20 percent reduction could result in more than $1 billion in lost revenue nonetheless. Amazon would have needed to scramble as well, as it relies heavily on the post office for rural and last-mile deliveries.
Amazon's contract with the USPS was set to expire in September 2026, and in October Amazon said it wanted to strike a deal by December 2025. However, the USPS abruptly pulled out of negotiations, according to Amazon, and implemented a new bidding process for last-mile deliveries. "Our goal was to increase our volumes with USPS, not reduce them — until USPS abruptly walked away at the eleventh hour in December," Amazon said at the time.
Amazon was reportedly considering expanding its own delivery network if the USPS deal fell through, though the company may have started those rumors itself to prod negotiations. The Postal Service decided to re-engage with Amazon after bids from several Amazon rivals fell short of its volume and revenue expectations, according to the WSJ's sources. The new agreement is still subject to approval by the federal Postal Regulatory Commission.