大宗商品仓储业务需求回升

Core Viewpoint - The Chinese warehousing index for July stands at 50.1%, indicating continued expansion for nine consecutive months, although it has decreased by 0.9 percentage points from the previous month [1]. Summary by Categories Industry Performance - The warehousing industry remains in a good operational state despite a slight decline in the index [1]. - The new orders index is at 50%, down by 1.6 percentage points from last month, influenced by high temperatures and rainy weather affecting consumer demand and outdoor construction [1]. Demand Analysis - Inventory levels have risen, leading to a slowdown in the growth of new orders within the warehousing sector [1]. - Demand for bulk commodity warehousing services has rebounded, particularly in non-ferrous metals and chemical products, with their new orders index showing significant increases above 50% [1]. Future Outlook - Experts from the China Logistics and Purchasing Federation suggest that weather factors may continue to impact industry operations in August [1]. - Following the end of the rainy season, the warehousing industry is expected to maintain a positive operational trend supported by policies aimed at boosting consumption and optimizing the business environment [1].