物流运行稳中有进 物流总额保持增长——透视前7个月我国物流发展

Core Insights - The logistics sector in China has shown steady growth in the first seven months of the year, with a total social logistics volume of 201.9 trillion yuan, reflecting a year-on-year increase of 5.2% [1] - The logistics demand in high-tech manufacturing, digital intelligence, and green low-carbon sectors has become a significant driver for logistics demand upgrades [2] - International logistics has emerged as a new growth point, with substantial increases in cross-border transportation and e-commerce logistics [3] Group 1: Overall Logistics Performance - The total social logistics volume for January to July reached 201.9 trillion yuan, with a year-on-year growth of 5.2%, and July's logistics volume grew by 4.9% [1] - The logistics revenue for the logistics industry was 8.2 trillion yuan, marking a year-on-year increase of 4.9% [2] - The business volume index for July was 50.5, indicating continued expansion, while the new orders index was 52.5, suggesting improved business conditions [2] Group 2: Sector-Specific Growth - Industrial product logistics volume increased by 5.7%, with logistics demand across 35 industries growing, covering over 85% of sectors [1] - High-tech manufacturing logistics demand grew by 9.3%, with logistics for products like simulation chips and 3D printing equipment exceeding 20% growth [2] - The logistics volume for new energy products, including electric vehicles and lithium-ion batteries, also saw growth rates around 20% [2] Group 3: Regional Dynamics - The logistics demand in the central and western regions of China is gaining momentum, with business volume indices of 52.3 and 50.9, respectively, surpassing the national average [2] - The eastern region maintained a steady growth index of 50.3, indicating a coordinated regional development pattern [2] Group 4: International Logistics and E-commerce - The number of China-Europe freight trains reached 8,526, a year-on-year increase of 23.2%, while international air cargo transport volume grew by 21.5% [3] - E-commerce logistics, particularly in rural areas, showed strong growth, with indices of 130.9 and 131.5 for overall and rural e-commerce logistics, respectively [3] Group 5: Future Outlook - The logistics sector is expected to continue its steady growth trajectory, supported by stable and flexible policies that create a conducive environment for logistics operations [4]