Workflow
从快递中感受中国经济的稳与进
Zheng Quan Ri Bao·2025-08-08 16:22

Core Insights - The logistics industry, particularly the express delivery sector, is a crucial foundation for China's economic stability and growth, with a total social logistics volume of 171.3 trillion yuan in the first half of the year, reflecting a year-on-year growth of 5.6%, outpacing GDP growth by 0.3 percentage points [1] - The express delivery business volume reached 95.64 billion pieces in the first half of the year, marking a year-on-year increase of 19.3%, and surpassing 100 billion pieces ahead of schedule [1] Group 1: Industry Growth and Trends - The logistics infrastructure is continuously improving, shifting consumer focus from "can it be delivered" to "how fast can it be delivered," with companies enhancing network capabilities to offer services like "hourly delivery" and "same-day delivery" [1] - The logistics network's enhancement leads to more stable consumer expectations and a stronger foundation for economic growth [1] Group 2: Technological Advancements - The logistics industry's rapid growth is driven by technological innovations, with companies adopting smart devices like unmanned vehicles and AI sorting systems to improve efficiency and reduce costs [2] - The industry is transitioning from a traditional model to a more refined and intelligent service model, becoming a lever for the digital transformation of manufacturing [2] Group 3: Policy Support and Market Dynamics - Government policies such as "old-for-new" consumption incentives and "express delivery to villages" are stimulating domestic demand, enhancing the logistics flow between urban and rural areas [2] - The e-commerce logistics rural business volume index rose to 130.4 in June, indicating a recovery in rural logistics activity, supported by government initiatives [2] - The logistics sector is fostering free movement of resources, driving new productive forces through innovation, and facilitating regional coordinated development, thereby injecting lasting momentum into China's economy [2]