9月中国物流需求平稳增长

Core Insights - The logistics industry in China is showing signs of expansion, with the logistics prosperity index rising to 51.2% in September 2025, an increase of 0.3 percentage points from the previous month [1] - The total logistics business volume index also stands at 51.2%, reflecting a similar month-on-month increase of 0.3 percentage points [1] - The new orders index has reached 53.3%, marking a 1 percentage point rise and maintaining a positive trend for eight consecutive months [1] Industry Performance - In September, both consumer logistics and industrial logistics demand exhibited steady growth, contributing to a stable recovery in the logistics sector [1][2] - The end of the summer heat has coincided with the back-to-school and tourism seasons, leading to a rapid rebound in consumer logistics, particularly in online shopping and seasonal consumption [1] - Categories such as cold chain fresh food, outdoor tourism, and beauty and clothing products continue to see high demand in online shopping [1] Economic Indicators - The logistics information center indicates effective coordination between supply and demand in the supply chain, resulting in stable growth in logistics demand and a general increase in service prices [1] - Over the past three months, logistics demand indicators have consistently remained in the expansion zone, with cumulative increases in the logistics prosperity index, total business volume index, and new orders index of 0.4, 0.4, and 0.9 percentage points respectively [1] - The logistics service price index, employment index, and main business profit index have all shown continuous increases, indicating improved operational vitality among enterprises [1] Future Outlook - The logistics industry is expected to maintain a stable operational trend, supported by government policies aimed at stabilizing employment, businesses, markets, and expectations [2]