中国电商物流指数连续4个月回升

Core Insights - In June, China's e-commerce logistics index reached 111.8 points, marking a 0.2 point increase from the previous month and achieving a new high for the year [1] - The total business volume index for e-commerce logistics was 130.8 points, up 0.6 points from last month, indicating sustained growth in logistics activities [1] - The rural business volume index rose to 130.4 points, with an increase of 0.8 points, reflecting a significant uptick in rural e-commerce activities [1] Demand and Supply Analysis - Consumer enthusiasm for online shopping surged in June due to "national subsidies" and promotional activities, with businesses reporting record-high order volumes and user engagement [2] - The rural business volume experienced a year-on-year growth rate exceeding 30% for the first time this year, showcasing a diverse and complex consumption landscape [2] - The demand for household goods and seasonal purchases was robust, while the digital home appliance sector saw increased activity due to trade-in policies, putting pressure on logistics efficiency and service quality [2] Future Outlook - Although e-commerce logistics demand may see a slight decline as mid-year promotional activities wind down, the upcoming graduation season and summer consumption peak are expected to sustain growth in the e-commerce logistics market [2]