263.2万亿元！全国前三季度社会物流总额增长5.4％

Core Insights - The logistics sector in China has shown a steady growth trend in the first three quarters of the year, driven by proactive macro policies and expanding logistics demand related to production and consumption [1][2]. Group 1: Overall Logistics Performance - The total social logistics volume in China reached 263.2 trillion yuan, marking a year-on-year increase of 5.4% [1]. - The logistics volume of industrial products grew by 5.6% year-on-year, contributing 81% to the overall growth of social logistics [1]. - The demand for logistics in the industrial sector remains robust, with significant growth in the logistics volume of products such as industrial control computers, 3D printing equipment, and industrial robots, all exceeding 30% [1]. Group 2: Import Logistics - There is a recovery trend in import logistics, particularly in high-end manufacturing components, with logistics volume growth rates for machine tools and integrated circuits at 13% and 8.9%, respectively [1]. Group 3: Domestic Demand and Consumption - The logistics volume related to units and residents increased by 6.6% year-on-year, with a notable acceleration in the third quarter, which saw an 8.0% increase compared to the previous quarter [1]. - The growth in online new consumption logistics demand continues to enhance the logistics for units and residents [1]. Group 4: New Energy Sector - The logistics demand associated with the new energy industry has surged, with production logistics volumes for new energy vehicles, lithium-ion batteries for automotive use, and solar cells growing by 29.7%, 46.9%, and 14.0%, respectively [2].