交通运输部：交通固投规模保持高位，前7个月完成1.95万亿元

Core Insights - The transportation sector in China continues to show signs of recovery, with steady growth in freight volume and cross-regional personnel flow, alongside significant port throughput increases and high levels of fixed asset investment [1][2] Freight Volume - In July, the national operating freight volume reached 4.97 billion tons, a year-on-year increase of 3.4%, with a month-on-month acceleration of 0.5 percentage points [1] - For the first seven months, the total operating freight volume was 33 billion tons, reflecting a year-on-year growth of 3.8% [1] - Port cargo throughput in July was 1.54 billion tons, up 6.9% year-on-year, with a month-on-month acceleration of 2.2 percentage points [1] - The port container throughput reached 29.96 million TEUs in July, marking a 2.7% year-on-year increase [1] Personnel Flow - Cross-regional personnel flow in July totaled 5.71 billion person-times, a year-on-year increase of 2.2%, with a month-on-month acceleration of 0.7 percentage points [2] - For the first seven months, the total cross-regional personnel flow was 39.46 billion person-times, reflecting a year-on-year growth of 3.9% [2] Fixed Asset Investment - In July, fixed asset investment in transportation reached 306.1 billion yuan, with railways, highways, waterways, and civil aviation contributing 77.1 billion, 200.5 billion, 17.3 billion, and 11.2 billion yuan respectively [2] - For the first seven months, total fixed asset investment in transportation was 1.95 trillion yuan [2] Safety and Risk Management - The transportation sector faces challenges due to severe flooding and geological disasters affecting infrastructure, with preliminary damage estimates exceeding 16 billion yuan across 23 provinces [2] - The Ministry of Transport has implemented a comprehensive warning and response mechanism to enhance safety management, including 38 adjustments to flood defense responses as of August 25 [3] - A revised safety supervision framework has been introduced to strengthen accountability and improve regulatory effectiveness, with measures including warnings, consultations, and public oversight for serious incidents [3][4]