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物流业景气指数跑出“加速度”释放三大信号
Zheng Quan Ri Bao·2025-10-12 15:43

Core Insights - The logistics industry in China shows a significant recovery with a logistics prosperity index of 51.2% in September, marking a 0.3 percentage point increase and reaching a six-month high [1] Group 1: Demand Dynamics - The logistics demand is experiencing a dual boost from both consumer and industrial sectors, indicating a steady release of economic vitality [1] - In the consumer logistics sector, there is a notable rebound in demand driven by the end of summer heat, the back-to-school season, and tourism, with increased orders in categories like fresh food, home appliances, and outdoor activities [1] - The industrial logistics sector also shows positive trends, with strong demand in energy transport, electronic components, pharmaceuticals, and durable consumer goods, reflecting stable operations in supply chains [1] Group 2: Business Performance - Multiple operational indicators in the logistics industry improved in September, including logistics service price index, employment index, and main business profit index, indicating resilience among market players [2] - The logistics service price index rose by 0.9 percentage points in Q3, with both road and water transport service price indices recovering from previous lows, showcasing a positive business environment [2] - Enhanced business vitality allows logistics companies to invest more in technological innovation and service upgrades, which in turn boosts efficiency and promotes collaborative development across the supply chain [2] Group 3: Market Expectations - The new orders index for the logistics industry expanded to 53.3% in September, with significant increases in new orders across various transport sectors, reflecting sustained market demand [3] - The business activity expectation index remains above 55%, indicating strong confidence in future industry growth [3] - Positive market expectations encourage companies to invest, hire, and expand operations, thereby enhancing growth potential and contributing to high-quality economic development [3]