8月份我国物流业相关数据分析：供需联动指数回升

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 - In August, the logistics business volume and new order volume increased significantly due to the implementation of policies aimed at boosting consumption, stabilizing investment, and ensuring livelihoods [1] - The logistics prosperity index has remained in the expansion range for six consecutive months, with balanced growth observed across eastern, central, and western regions of China [1] - The new order indices for railway, air transport, and postal express industries exceeded 55%, with significant growth in multimodal transport and water transport sectors [1] Group 2: Regional and Sectoral Insights - The logistics business volume index for eastern, central, and western regions increased by 0.1, 0.6, and 0.3 percentage points respectively [1] - The demand for logistics services in sectors such as automotive parts manufacturing, electronic components manufacturing, and electrical machinery manufacturing has increased [2] - Major urban agglomerations like Beijing-Tianjin-Hebei, Yangtze River Delta, and Pearl River Delta have shown a recovery in logistics business volume, demonstrating significant radiating effects [2] Group 3: Pricing and Profitability - 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] Group 4: Investment and Future Outlook - Fixed asset investment in the logistics sector remains in the expansion range, with central and western regions achieving completion indices around 55%, which is 4 to 5 percentage points higher than the same period last year [3] - The business activity expectation index for the logistics industry was 55.8% in August, indicating a positive outlook for future activities [3] - The logistics demand market is expected to maintain steady growth, providing solid support for economic recovery [4]