需求扩张 预期向好 11月中国物流业景气指数为50.9%

Core Viewpoint - In November, China's logistics industry showed signs of recovery with a logistics prosperity index of 50.9%, indicating a slight increase from the previous month [1] Group 1: Key Indicators - The total business volume index rose to 50.9% in November, reflecting a month-on-month increase of 0.2 percentage points [1] - The fixed asset investment index for the logistics industry was 55.4%, indicating a high level of prosperity in this area [1] - The business activity expectation index remained high at 54.9%, suggesting sustained optimism in the logistics sector [1][2] Group 2: Regional Performance - The business volume index was relatively balanced across regions, with the central and western regions reporting indices of 51% and 51.2%, respectively, surpassing the national average [1] Group 3: Investment Trends - There is a high demand for investment in equipment sharing and adaptation of upstream and downstream facilities among trade logistics companies [1] - New investments by circulation enterprises are focusing on traditional retail transformation, digital empowerment, and supply chain management [1] Group 4: Market Expectations - The logistics demand is in an expansion phase, with differentiated performance across sectors; energy logistics demand is slowing, while industrial manufacturing logistics demand is improving [2] - The logistics activity level has remained high since the fourth quarter, reflecting a stable outlook for the industry [2]