8月中国仓储指数为49.3% 后市预期向好

Core Insights - In August, China's warehousing index stood at 49.3%, a decrease of 0.8 percentage points from the previous month, indicating a contraction in the sector [1] - The business activity expectation index showed a significant recovery, rising to 54.8%, reflecting increased confidence among enterprises regarding future market conditions [1] Index Breakdown - The average inventory turnover index and business activity expectation index increased by 0.4 percentage points and 2.5 percentage points, respectively, compared to the previous month [1] - Conversely, the new orders index, ending inventory index, and enterprise employee index declined, with decreases ranging from 0.5 percentage points to 2.1 percentage points [1] Market Analysis - The decline in the warehousing index is attributed to recent extreme weather and the off-season for certain bulk commodities, leading to insufficient demand for warehousing services [1] - Despite the overall pressure on the industry, the recovery in the business activity expectation index suggests a more optimistic outlook for the future, particularly with the end of adverse weather conditions and upcoming holidays expected to boost consumer demand [1]