消费旺、物流忙 彰显中国经济韧性强、活力足

Core Insights - The logistics sector in China shows a stable growth trajectory, with a total social logistics volume reaching 201.9 trillion yuan from January to July, marking a year-on-year increase of 5.2% [1] - The logistics industry prosperity index for August stands at 50.9, reflecting a 0.4 percentage point increase from July, indicating a steady expansion in logistics demand [1] - Key indices such as the business volume index and new orders index have been consistently expanding, with the business volume index remaining in the expansion zone for six consecutive months and the new orders index for seven months [1] Logistics Sector Performance - The new orders index for the aviation transportation sector in August remained above 55%, indicating a significant surge in market demand, particularly in high-end manufacturing logistics, cross-border e-commerce, and perishable goods delivery [1] - The rural e-commerce logistics business volume index showed recovery in July, highlighting the increasing vitality of logistics in lower-tier markets as consumer activities rise during the summer [1] Industrial Competitiveness - The improvement in logistics efficiency is reshaping China's industrial international competitiveness, with structural improvements in import logistics demand [2] - High-end product logistics volumes, such as for simulation chips and 3D printing equipment, have seen growth rates exceeding 20%, while logistics for robotics-related industries has grown over 10% [2] - The modern logistics system is providing essential support for the transformation and upgrading of the industrial sector, facilitating quality enhancement and efficiency [2]