Workflow
晶采观察｜消费旺、物流忙 彰显中国经济韧性强、活力足
Yang Guang Wang·2025-09-05 02:54

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% [2] - The logistics industry prosperity index for August stands at 50.9, reflecting a 0.4 percentage point increase from July, indicating a recovery in logistics demand [2] - Key indices such as the business volume index and new orders index have been expanding, suggesting a steady growth in the logistics market [2][3] Logistics Demand and Market Dynamics - The business volume index has remained in the expansion zone for six consecutive months, while the new orders index has shown growth for seven months [2] - Notably, the new orders index for the air transport sector exceeded 55% in August, indicating a surge in demand for high-end manufacturing logistics, cross-border e-commerce, and time-sensitive product deliveries [2] - The rural e-commerce logistics business volume index has rebounded, reflecting the increasing consumption potential in county and township markets [2] Industrial Transformation and Competitiveness - The logistics efficiency improvement is reshaping China's industrial international competitiveness, with structural improvements in import logistics demand [3] - Logistics volume for high-end products such as simulation chips, 3D printing equipment, and industrial control systems has seen growth rates exceeding 20% in July, while logistics related to the robotics industry has grown over 10% [3][4] - The modern logistics system is providing essential support for industrial transformation, facilitating quality enhancement and efficiency [4] Economic Implications - The logistics sector serves as a barometer for the real economy, with its activity levels directly reflecting economic vitality [4] - The seamless integration of logistics and industrial networks is expected to bolster the cultivation of new productive forces, reinforcing China's commitment to high-quality economic development [4]