9月中国公路运输市场供需平衡格局延续

Core Insights - The Chinese highway logistics market is experiencing a stable start to the peak season in September, with the logistics price index at 105.1 points, reflecting a slight month-on-month increase of 0.01% and a year-on-year increase of 0.6% [1] Group 1: Market Performance - The overall highway logistics price index indicates a steady trend, with the truckload index at 105.6 points remaining stable compared to the previous month [1] - The less-than-truckload (LTL) index shows mixed results, with the light cargo index at 102.6 points increasing from the previous month, while the heavy cargo index is at 105.6 points, showing a slight rise [1] Group 2: Demand and Supply Dynamics - The demand side is recovering, supported by various policies aimed at expanding domestic demand, alongside a peak in industrial production and a rebound in the consumer goods market, which has increased market activity [1] - A special governance action for vehicle transportation has slightly raised transportation costs and adjusted the supply structure, contributing to the ongoing balance in supply and demand within the highway logistics market [1] Group 3: Future Outlook - The upcoming National Day and Mid-Autumn Festival holidays may temporarily affect short-term freight demand, but post-holiday production recovery and the approaching fourth-quarter consumption peak are expected to sustain logistics demand [2] - The logistics price index is anticipated to gradually rebound from its current level due to the collaborative balance of supply and demand and cost transmission effects [2]