谈及业务量指数，上述分析师表示，大宗商品市场虽进入传统淡季，但节前工厂备货补库需求启动，仓储业务逆势回升， 特别是钢材、有色金属、建材等品种业务量增幅较大；消费品在节日消费旺季预期的带动下，仓储需求保持旺盛，食品、服 装、医药等品种业务量增长明显。在业务量保持增长的情况下，企业仓储设施利用率也有所提高，1月份设施利用率指数创14 个月来新高。 对于业务活动预期指数，上述分析师表示，随着假期临近，仓储业务需求趋弱，指数短期将面临波动调整，但行业整体需 求基础较好，季节性因素消退后预计指数将恢复平稳向好运行。 具体来看，业务量指数为52.2%，较上月下降1.4个百分点。分品种来看，钢材、有色金属、食品、医药等品种的业务量指 数高于50%，化工产品、煤炭、日用品等品种的业务量指数低于50%。设施利用率指数为54.3%，较上月上升0.3个百分点。期 末库存指数为53.3%，较上月上升1.4个百分点。平均库存周转次数指数为51.9%，较上月下降1.5个百分点。业务活动预期指数 为49.6%，较上月下降3.1个百分点。 中国物流与采购联合会相关分析师表示，主要分项指数中，设施利用率指数、期末库存指数继续回升，业务量指数、 ...

中国物流与采购联合会与中储发展股份有限公司联合调查显示，2026年1月份中国仓储指数为51.9%， 较上月下降0.5个百分点。 设施利用率指数为54.3%，较上月上升0.3个百分点。分品种来看，机械设备、农副产品等品种的设施利 用率指数高于50%，煤炭、化妆品等品种的设施利用率指数低于50%。 期末库存指数为53.3%，较上月上升1.4个百分点。分品种来看，有色金属、建材、日用品、农副产品等 品种的期末库存指数高于50%，煤炭、家电等品种的期末库存指数低于50%。 平均库存周转次数指数为51.9%，较上月下降1.5个百分点。分品种来看，建材、矿产品、家电等品种的 平均库存周转次数指数高于50%，有色金属、化工产品、食品等品种的平均库存周转次数指数低于 50%。 业务活动预期指数为49.6%，较上月下降3.1个百分点。 中储发展股份有限公司副总经理杨飚认为：1月仓储指数小幅回落，仍位于扩张区间，显示仓储行业整 体保持良好运行态势。设施利用率指数和期末库存指数在上月的高水平基础上继续回升，业务量指数、 平均库存周转次数指数仍保持在50%以上，表明仓储业务量保持增长，商品周转速度提高，企业备货积 极，库存水平继续上 ...

证券代码：600787 证券简称：中储股份 编号：2026-001 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ●此日常关联交易对上市公司独立性无影响，不会对关联方形成较大的依赖。 2026年2月5日，公司十届五次董事会审议通过了《关于预计2026年一季度日常关联交易金额的议案》， 表决结果为：赞成票6票、反对票0票、弃权票0票。根据《上海证券交易所股票上市规则》的规定，本 次交易属于日常关联交易，在关联方任职的关联董事房永斌先生、李勇昭先生、朱桐先生对该议案回避 表决。本次关联交易无需提交公司股东会审议。 2026年1月30日，公司第十届董事会独立董事专门会议2026年第一次会议审议通过了《关于预计2026年 一季度日常关联交易金额的议案》，全体独立董事一致同意并将该议案提交公司十届五次董事会审议。 （二）2026年一季度日常关联交易预计金额和类别 ■ 二、关联方介绍和关联关系 中储发展股份有限公司 关于预计2026年一季度日常关联交易金额的公告 ●是否需要提交股东会审议：否 三、关联交易主要内容和定价政 ...

中储发展股份有限公司 关于预计 2026 年一季度日常关联交易金额的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 一、日常关联交易的基本情况 （一）日常关联交易履行的审议程序 2026 年 2 月 5 日，公司十届五次董事会审议通过了《关于预计 2026 年一季度日常 关联交易金额的议案》，表决结果为：赞成票 6 票、反对票 0 票、弃权票 0 票。根据《上 海证券交易所股票上市规则》的规定，本次交易属于日常关联交易，在关联方任职的 关联董事房永斌先生、李勇昭先生、朱桐先生对该议案回避表决。本次关联交易无需 提交公司股东会审议。 证券代码：600787 证券简称：中储股份 编号：2026-001 2026 年 1 月 30 日，公司第十届董事会独立董事专门会议 2026 年第一次会议审议 通过了《关于预计 2026 年一季度日常关联交易金额的议案》，全体独立董事一致同意 并将该议案提交公司十届五次董事会审议。 1 关联交易类别 关联人 本次预计金额 （单位：万元） 向关联人采购 中国物流集团下属 企业 ...

（编辑 袁冠琳） 证券日报网讯 1月20日，中储股份在互动平台回答投资者提问时表示，公司股价走势受诸多因素的影 响。公司以提高上市公司质量为导向，积极调整资产结构，优化资源配置，加强价值管理，致力于提升 投资者回报能力和水平。在做好价值创造的同时，不断丰富投资者交流方式，做好价值传递工作，使中 储股份的真正价值能够在资本市场得以体现。 ...

证券日报网讯1月20日，中储股份（600787）在互动平台回答投资者提问时表示，公司控股子公司中储 智运已在多个商业场景应用AI技术，钢超和易有色平台暂未应用AI技术和AI智能体。 ...

格隆汇1月20日丨中储股份(600787.SH)在投资者互动平台表示，公司控股子公司中储智运已在多个商业 场景应用AI技术，钢超和易有色平台暂未应用AI技术和AI智能体。 ...

Core Viewpoint - The Chinese warehousing industry shows signs of recovery with the warehousing index reaching 52.4% in December 2025, marking a 2 percentage point increase from November 2025, driven by improved market demand and business activity [1] Group 1: December 2025 Data - The new orders index for December 2025 stands at 51.8%, up 1.3 percentage points from November 2025, with chemical products, machinery, agricultural products, and pharmaceuticals showing indices above 50% [1] - The business volume index is at 53.6%, reflecting a 1.7 percentage point increase, with similar trends observed in chemical products, agricultural products, and pharmaceuticals [1] - The facility utilization rate index is 54%, up 1.6 percentage points, while the ending inventory index is at 51.9%, increasing by 1.9 percentage points [1] - The average inventory turnover index is 53.4%, which is a 3.4 percentage point increase [1] Group 2: 2025 Annual Overview - The overall warehousing index for 2025 averaged 50.7%, a 1.3 percentage point increase from 49.4% in 2024, indicating a steady recovery in the industry [2] - The index showed reduced volatility compared to 2024, suggesting enhanced resilience and stability within the industry [2] - Quarterly averages indicate a stable start in Q1 at 51.2%, a slight decline in Q2 to 50.7%, a further drop in Q3 to 49.7%, and a rebound in Q4 to 51.1% due to rising demand [2] Group 3: Key Characteristics - The demand foundation appears more solid, with the new orders index remaining above 50% for most months, averaging 51%, which supports ongoing business activity [2] - Inventory turnover efficiency remains high, with the average turnover index mostly operating in an expansion range, indicating smooth supply chain connections [2] - Inventory adjustments are becoming more rational, with the ending inventory index averaging 49.8%, reflecting a slowdown in inventory decline and increased business confidence [2] Group 4: Future Outlook - The warehousing industry is expected to continue its positive trajectory in 2026, supported by macro policies and sustained demand recovery [3] - The ongoing expansion of domestic demand policies and pre-Spring Festival stocking needs are anticipated to further boost warehousing business demand [3]

Core Viewpoint - The Chinese warehousing industry shows signs of recovery with the warehousing index reaching 52.4% in December 2025, marking a 2 percentage point increase from November 2025, indicating a positive trend in market demand and business activity [1] Group 1: Industry Performance - The overall warehousing index for 2025 averaged 50.7%, up 1.3 percentage points from 49.4% in 2024, reflecting a continuous recovery in the industry [2] - The index showed reduced volatility compared to 2024, indicating enhanced resilience and stability within the industry [2] - In December 2025, the new orders index was 51.8%, a 1.3 percentage point increase from November, with various sectors like chemicals and pharmaceuticals performing above 50% [1][2] Group 2: Operational Efficiency - The business volume index rose to 53.6% in December 2025, up 1.7 percentage points from the previous month, with strong performance in chemicals and agricultural products [1] - The facility utilization rate index increased to 54%, reflecting improved operational efficiency [1] - The average inventory turnover index reached 53.4%, a 3.4 percentage point increase, indicating effective supply chain management and high product circulation efficiency [1][2] Group 3: Future Outlook - Analysts expect the warehousing industry to maintain a stable and positive trajectory in 2026, supported by ongoing macroeconomic policies and demand recovery [3] - The year-end policies aimed at expanding domestic demand and pre-holiday stocking are anticipated to further boost warehousing business demand [3]

Core Viewpoint - The warehousing industry in China is expected to maintain a stable and positive trajectory in 2026, supporting the high-quality development of the real economy [3]. Group 1: Industry Performance Indicators - In December 2025, the warehousing index rose to 52.4%, an increase of 2 percentage points from November 2025, marking the highest level since February of the previous year [1]. - The new orders index for December 2025 was 51.8%, up 1.3 percentage points from November, with chemical products, machinery, agricultural products, and pharmaceuticals showing indices above 50% [1]. - The business volume index reached 53.6%, increasing by 1.7 percentage points month-on-month, with similar trends observed in chemical products, agricultural products, and pharmaceuticals [1]. - The facility utilization rate index was 54%, up 1.6 percentage points, while the inventory index rose to 51.9%, an increase of 1.9 percentage points [1]. - The average inventory turnover index was 53.4%, reflecting a month-on-month increase of 3.4 percentage points [1]. Group 2: Yearly Trends and Analysis - The overall warehousing index for 2025 averaged 50.7%, a rise of 1.3 percentage points from 49.4% in 2024, indicating a continuous recovery in the industry [2]. - The index showed a "two highs, one low" trend throughout the year, with quarterly averages of 51.2% in Q1, 50.7% in Q2, 49.7% in Q3, and 51.1% in Q4, reflecting seasonal impacts and subsequent recovery [2]. - Key characteristics included a solid demand foundation with the new orders index mostly above 50%, high turnover efficiency, and a more rational inventory adjustment process, with the end-of-year inventory index averaging 49.8% [2]. Group 3: Future Outlook - The warehousing industry is expected to benefit from ongoing macro policies aimed at reducing logistics costs and improving the operating environment, with market demand continuing to recover [3]. - Analysts predict that with the release of internal economic momentum and support for expanding domestic demand, the warehousing sector will see further growth in demand leading into 2026 [3].