Core Viewpoint - The China Logistics and Purchasing Federation reported a decline in the warehouse index for August due to adverse weather and seasonal factors, but there is optimism for future business activity as indicated by the rising business activity expectation index [1][3]. Group 1: Warehouse Index and Demand - The warehouse index for August is 49.3%, a decrease of 0.8 percentage points from the previous month [3]. - The new orders index for steel storage has significantly decreased due to seasonal market effects, while the food storage new orders index has remained below 50% for two consecutive months [3]. - Weather conditions have hindered the efficiency of inbound and outbound operations, leading to a slowdown in goods turnover, although inventory levels remain stable, which supports future market demand recovery [3]. Group 2: Future Outlook - The business activity expectation index for August is 54.8%, an increase of 2.5 percentage points from the previous month, indicating a rise in optimism among enterprises regarding future market conditions [3]. - Experts predict that with the end of adverse weather and the upcoming Mid-Autumn and National Day holidays, outdoor construction activities will resume, and consumer spending will be boosted, leading to a concentrated release of warehouse business demand [5].
8月中国仓储指数公布 后市预期保持乐观
Yang Shi Wang·2025-09-04 22:47