中物联：9月份中国电商物流指数为112.7点 续创年内新高

Core Insights - The China E-commerce Logistics Index for September 2025 reached 112.7 points, marking a month-on-month increase of 0.4 points and setting a new high for the year [1] - The total business volume index for e-commerce logistics hit a record high of 132.5 points, with a month-on-month increase of 1.1 points [2] - The rural e-commerce logistics business volume index also saw a significant rise, reaching 132.7 points, up 1.0 points month-on-month [2] Supply and Demand Dynamics - The logistics efficiency index, fulfillment rate index, satisfaction index, and personnel index all showed improvements, indicating a robust supply-side development [1][2] - The inventory turnover rate index rebounded by 0.1 points, while the actual load rate index remained stable, indicating effective utilization of supply capabilities [2] - The cost index decreased by 0.2 points, marking a continuous decline for four months [2] Seasonal and Market Trends - The increase in demand is attributed to various factors, including the upcoming Mid-Autumn Festival and National Day holidays, which have spurred consumer spending [2] - Popular online consumption categories included mooncakes, cultural products, and travel-related items, reflecting a growing trend in autumn consumption [2] - E-commerce logistics companies are enhancing their capabilities through increased transport capacity, improved technology, and better services to meet rising consumer demand [2][3] Future Outlook - The logistics indices are expected to remain stable in October, supported by the upcoming holiday season and promotional activities for the Double Eleven shopping festival [3]