Core Viewpoint - The logistics industry in China shows signs of recovery with the logistics prosperity index rising to 50.9% in November, indicating a stable outlook for the sector [1][2]. Group 1: Key Indicators - The overall business volume index for November is 50.9%, reflecting a month-on-month increase of 0.2 percentage points [1]. - The fixed asset investment index for the logistics industry stands at 55.4%, indicating a high level of investment activity [1][2]. - The business activity expectation index is at 54.9%, remaining in a high prosperity range, suggesting positive market expectations [1]. Group 2: Sector Performance - There is a balanced recovery in business volume across regions, with the central and western regions reporting indices of 51% and 51.2%, respectively, above the national average [1]. - Investment demand is high in areas such as equipment sharing and supply chain management, particularly in traditional retail transformation and digital empowerment [1]. - The logistics demand is expanding, with variations across sectors; energy logistics is slowing, while industrial manufacturing logistics is improving, and consumer logistics is stabilizing [2].
需求扩张 预期向好——11月中国物流业景气指数为50.9%
Zhong Guo Zheng Quan Bao·2025-12-04 05:58