263.2万亿元！前三季度物流需求总量稳步增长

Core Insights - The logistics sector in China has shown a steady expansion in demand driven by proactive macro policies, with a total logistics volume of 263.2 trillion yuan in the first three quarters of the year, reflecting a year-on-year growth of 5.4% [1] Group 1: Overall Logistics Performance - The total logistics volume in the first three quarters maintained stable growth, indicating resilience in the sector [1] - Industrial logistics volume increased by 5.6% year-on-year, contributing 81% to the overall logistics growth, highlighting the industrial sector's core role [1] - The logistics volume for high-tech products such as industrial control computers, 3D printing equipment, and industrial robots grew by over 30% [1] Group 2: Import Logistics - There is a recovery trend in import logistics, with strong demand for high-end manufacturing components [1] - The logistics volume for machine tools and integrated circuits grew at high rates of 13% and 8.9%, respectively [1] Group 3: Domestic Consumption Logistics - The logistics volume related to units and residents increased by 6.6% year-on-year, with a notable acceleration to 8.0% in the third quarter compared to the second quarter [1] - The growth in online new consumption logistics is significantly boosting the logistics demand from units and residents [1] Group 4: New Energy Sector - The logistics demand related to the new energy industry chain has surged, with logistics volumes for new energy vehicles, lithium-ion batteries, and solar cells growing by 29.7%, 46.9%, and 14.0%, respectively [2]