Core Viewpoint - The logistics industry in China shows overall expansion in demand, with a notable recovery in the supply chain across various regions, particularly in the western region [1][6]. Logistics Industry Performance - In April, the China Logistics Industry Prosperity Index was recorded at 51.1%, a decrease of 0.4 percentage points from the previous month [3]. - Key sub-indices such as the total business volume index, new orders index, and inventory turnover index remained above 50%, indicating continued expansion [3]. Regional Analysis - The eastern coastal regions experienced a slowdown in logistics business growth due to factors like reduced demand in the bulk market and a decline in international trade export effects, with business volume indices at 50.2% and 51.8% for the eastern and central regions, respectively [5]. - In contrast, the western region saw a significant rebound, with a rise of 2.3 percentage points in its business volume index, attributed to increased investment and development efforts by the government [5][6]. Pricing and Profitability - Overall logistics demand has led to a slight increase in logistics service prices, with stable growth in road transport and e-commerce express delivery prices [7]. - The main business profit index for logistics firms saw a minor increase of 0.1 percentage points in April, indicating stable profitability across the sector [11]. Investment and Employment Trends - The fixed asset investment completion index reached 53.6% in April, marking a 1.2 percentage point increase and the highest level in three years [15]. - The employment index for logistics professionals rose by 0.2 percentage points, reflecting a positive job market, particularly in the aviation and postal express sectors [19]. Warehouse Sector Insights - The China Warehouse Index for April was recorded at 50.7%, indicating continued expansion for six consecutive months, with significant increases in new orders and employment indices [23]. - The average inventory turnover index remained high, suggesting efficient goods turnover and a smooth supply chain connection [23][24].
经营韧性强!投资、就业……多维度观察物流“快跑” 经济“硬支撑”更稳
Yang Shi Wang·2025-05-07 05:21