前10月社会物流总额同比增长5.1%

Core Insights - The total social logistics volume in China reached 293.7 trillion yuan from January to October this year, showing a year-on-year growth of 5.1%, with a monthly growth of 4.8% in October [1] Group 1: Logistics Demand and Growth - The logistics demand scale is steadily growing, with structural adjustments becoming more pronounced [1] - The logistics volume of industrial products increased by 5.3% year-on-year from January to October [1] - In October, logistics demand related to automobile manufacturing grew significantly by 16.8% year-on-year, indicating strong growth momentum [1] Group 2: Consumer Goods Logistics - The logistics volume for units and residential goods maintained a rapid growth rate, with a year-on-year increase of 6.4% from January to October [1] - Online consumption logistics remain active, with new business models such as instant retail and live e-commerce experiencing double-digit growth in related logistics demand [1] Group 3: New Energy Sector - The logistics demand for the new energy industry chain continues to grow at a high speed, with logistics volumes for new energy vehicles and lithium-ion batteries for automobiles increasing by 19.3% and 30.4% year-on-year in October, respectively [1]