前8个月全国社会物流总额同比增长5.2%

Core Insights - The total social logistics volume in China reached 229.4 trillion yuan in the first eight months, with a year-on-year growth of 5.2%, maintaining a steady pace compared to the first seven months [1] - The logistics industry revenue for the same period was 9.4 trillion yuan, reflecting a 4.6% year-on-year increase, indicating active logistics activities [2] - The logistics service prices showed a divergent trend, with signs of improved competition within the industry [2] Logistics Performance - Industrial logistics showed stable growth with a total volume increase of 5.5% year-on-year in the first eight months, while the growth rate for August was 4.8%, indicating a steady overall growth [1] - Consumer logistics maintained stability, with a total logistics volume for goods from units and residents increasing by 6.5% year-on-year, showing a recovery in consumption-related logistics demand [1] - International logistics showed signs of stabilization, with a 1.9% year-on-year decline in import logistics volume, but the decline was less severe than in previous months [1] Industry Trends - The logistics industry’s business income growth rate remained stable at 4.4% year-on-year for key surveyed logistics companies, with costs per 100 yuan of logistics revenue decreasing to 95.1 yuan [3] - The logistics industry’s prosperity index averaged 50.6, with new order indices for logistics companies remaining in the prosperous range for seven consecutive months [2] - Companies are innovating business models through multi-modal transport and supply chain integration, leading to marginal improvements in the industry [3]