7月中国仓储行业整体保持良好运行态势

Core Viewpoint - The China Logistics and Purchasing Federation reported that the warehouse index for July is at 50.1%, a decrease of 0.9 percentage points from the previous month, but still above 50%, indicating continued expansion in the warehouse industry for nine consecutive months [1][2] Group 1: Warehouse Index Performance - The warehouse index for July is 50.1%, down 0.9 percentage points from June [1] - The index remains above 50%, indicating a sustained expansion in the warehouse sector [1] - The end-of-period inventory index increased by 3.3 percentage points compared to the previous month [1] Group 2: Sub-index Analysis - New orders index, average inventory turnover index, and business activity expectation index all decreased, with declines ranging from 1.4 to 7.2 percentage points [1] - The employee index remained stable at 50.5%, indicating a steady workforce in the sector [2] - Business activity expectation index is at 52.3%, down 1.4 percentage points from the previous month, but still in the expansion zone [2] Group 3: Future Outlook - Short-term fluctuations are expected due to weather factors, but long-term prospects remain positive [2] - The end of the rainy season and supportive macro policies are anticipated to enhance the vitality of the warehouse industry [2] - Companies maintain a relatively optimistic outlook for future business recovery [2]