“小包裹”助力消费跑出“加速度” 9月份电商物流指数创年内新高

Core Insights - The China E-commerce Logistics Index for September reached a new high of 112.7 points, increasing by 0.4 points from the previous month, indicating sustained growth in e-commerce logistics [1] - The total business volume index for e-commerce logistics was 132.5 points, up by 1.1 points month-on-month, with the central region showing the highest increase of 3.5 points [1] - The rural e-commerce logistics business volume index also rose to 132.7 points, marking a 1.0 point increase, with the western region experiencing the highest growth of 2.3 points [3] Demand and Economic Activity - The continuous rise in the e-commerce logistics index reflects growing demand around the e-commerce sector and indicates improving economic vitality [1] - Factors contributing to demand growth include the National Day and Mid-Autumn Festival holiday preparations, seasonal consumption changes, and back-to-school shopping [1] - Popular online consumption categories included mooncakes, cultural products, and travel-related items, with significant sales in automotive supplies and holiday gifts [1] Technological and Operational Improvements - E-commerce logistics companies are enhancing their capabilities through increased transport capacity, technological advancements, and improved services, leading to a steady rise in supply willingness and capacity [5] - Key performance indicators such as logistics timeliness, fulfillment rate, satisfaction rate, and personnel index have all shown improvement, with the satisfaction rate reaching a high of 103 points for the first time this year [5] - Cost indices have decreased, reaching the lowest level since 2023, as companies implement measures like demand forecasting and unmanned delivery to reduce costs and increase efficiency [5] Future Outlook - The upcoming National Day and Mid-Autumn Festival are expected to boost e-commerce logistics demand, while the pre-promotion activities for the "Double Eleven" shopping festival may further enhance growth in October [5]