供需联动指数回升 物流市场平稳增长

Core Viewpoint - The logistics industry in China shows signs of steady growth, with the logistics prosperity index reaching 50.9% in August, indicating a recovery and sustained expansion in the sector [1] Group 1: Logistics Industry Performance - The logistics business volume and new order volume have seen rapid growth due to the implementation of policies aimed at promoting consumption, stabilizing investment, and ensuring livelihoods [1] - The logistics prosperity index has maintained a significant expansion, with balanced growth observed across eastern, central, and western regions of China [1] - The new order indices for railway transport, air transport, and postal express services are all above 55%, indicating strong demand in these sectors [1] Group 2: Regional and Sectoral Insights - In August, the logistics business volume index for eastern, central, and western regions increased by 0.1, 0.6, and 0.3 percentage points respectively, reflecting a balanced recovery [1] - The logistics demand in sectors such as automotive parts manufacturing, electronic components manufacturing, and electrical machinery manufacturing has increased, alongside stable demand for bulk energy consumption [2] - Major urban agglomerations like Beijing-Tianjin-Hebei, Yangtze River Delta, and Pearl River Delta have shown a rebound in logistics business volume, demonstrating significant radiating effects [2] Group 3: Financial Indicators - The logistics service price index rose by 0.3 percentage points in August, with the railway transport service price index remaining stable at 48.9% [2] - The main business profit index for logistics companies increased by 0.2 percentage points, with small and micro enterprises also showing improvement [2] - Fixed asset investment in the logistics sector remains in the expansion range, with the central and western regions achieving completion indices around 55%, which is 4 to 5 percentage points higher than the same period last year [3] Group 4: Future Outlook - The logistics demand market is expected to maintain a stable growth trend, providing solid support for economic recovery [4]