晶采观察丨物流畅、人流旺 “流动中国”活力足

Group 1 - The opening of the "Lychee Air Line" and the use of cold chain technology have significantly improved the logistics efficiency, allowing lychees from Guangdong to reach northern tables in just 7 hours [2] - According to the China Logistics and Purchasing Federation, the total social logistics volume in China is expected to exceed 360 trillion yuan in 2024, with total logistics revenue reaching 13.8 trillion yuan, maintaining the world's largest logistics market for nine consecutive years [2] - In the first five months of this year, the logistics volume for goods and residential items increased by 6.4% year-on-year, reflecting a 0.5 percentage point improvement compared to the previous four months [2] Group 2 - The demand for consumer logistics has accelerated due to e-commerce promotions and national subsidy policies, indicating strong internal demand as a core driver of economic growth [3] - New consumption models such as "live streaming sales" and "instant retail" are emerging as significant contributors to consumer logistics, with the trend of "ordering in the live stream and delivering within half an hour" gaining traction [3] - The postal and express delivery industries, along with air transport, are experiencing significant expansion, showcasing the vibrant consumer market and the efficient coordination of the logistics transport system [3] Group 3 - The summer travel peak is expected to see 9.53 billion passenger trips, driven by student and tourism flows, as the new railway operation schedule and newly opened railway lines provide more travel options [4] - Over 4,300 activities are planned for the 2025 national summer cultural and tourism consumption season, integrating upgraded transportation networks with diverse cultural and tourism events to stimulate summer economic activity [4]