Core Viewpoint - The logistics market in China shows signs of recovery, with the road logistics price index reaching its highest level of the year in November 2025, indicating a positive trend in demand and supply dynamics [1][2]. Group 1: Price Index Performance - In November 2025, the road logistics price index was 105.4 points, reflecting a month-on-month increase of 0.46% and a year-on-year increase of 0.82% [1]. - The index for full truckload transportation, primarily for bulk commodities, was 106 points, up 0.47% from October and 0.98% year-on-year [1]. - The less-than-truckload (LTL) index for light cargo was 102.9 points, increasing by 0.27% from October and 0.06% year-on-year, while the LTL index for heavy cargo was 106.1 points, up 0.59% month-on-month and 1.05% year-on-year [1]. Group 2: Market Dynamics - The market is experiencing a steady increase in new transport capacity, with overall stability in trunk transportation and sufficient supply in the transport market [2]. - The price index's increase is attributed to coordinated development in supply and demand, with significant growth in full truckload and heavy cargo transportation [2]. - Regional performance varied, with price indices in the Central China and Shandong Peninsula regions declining, while other regions saw increases [2]. Group 3: Future Outlook - The economic fundamentals remain positive, with optimistic market signals suggesting that the road transport market will remain active, and the price index may stabilize or slightly increase [2]. - Long-term support from national policies for the logistics industry, along with improvements in logistics infrastructure and technology, is expected to enhance efficiency and reduce costs [2]. - The stable growth of the domestic economy and expanding consumer market will provide broader development opportunities for the logistics sector, indicating a trend of stable growth in the road logistics market [2].
11月份中国公路物流运价指数为105.4点 需求保持小幅回暖态势
Zheng Quan Ri Bao·2025-12-09 15:53