中物联何辉：2025年全社会物流总额预计达380万亿元

Core Insights - The total logistics volume in China is expected to reach approximately 380 trillion yuan by 2025, with the sales of bulk commodity production materials projected to exceed 1 trillion yuan for the first time, highlighting the market's resilience against external risks and its role as a core engine for global bulk commodity trade growth [1][4]. Group 1: Current Logistics Performance - From January to October this year, China's total social logistics volume reached 293.7 trillion yuan, marking a year-on-year increase of 5.1%, indicating steady expansion in logistics demand and ongoing structural optimization [4]. - The total revenue of the logistics industry was 11.8 trillion yuan, reflecting a year-on-year growth of 4.5%, demonstrating steady improvement in the quality and efficiency of industry development [4]. - The China Bulk Commodity Price Index (CBPI) stood at 114.1 points in November 2025, with a month-on-month increase of 0.8% and a year-on-year increase of 1.6%, indicating a recovery in supply-demand relationships and enhanced business confidence [4]. Group 2: Challenges and Opportunities - The global bulk commodity supply chain has developed an interdependent structure, but challenges from global economic uncertainties, geopolitical tensions, and financial market fluctuations remain significant [4]. - Trust deficits in trade are increasingly seen as a major constraint on global economic growth, necessitating a restructured international trade rule system centered on trust to promote sustainable global economic development [4][5]. Group 3: Future Development Strategies - To enhance the global bulk commodity supply chain, three key strategies are proposed: 1. Accelerate the development of new productive forces in bulk commodities, integrating modern supply chains and digital economies while fostering high-quality talent skilled in AI, big data, and blockchain [5][6]. 2. Improve global resource allocation capabilities by leveraging China's vast market advantages and enhancing the competitiveness of bulk commodity circulation enterprises through various financial strategies [6]. 3. Establish a fair, stable, and sustainable global supply chain by utilizing digital technologies to create new mechanisms for shared interests and risk-sharing, while promoting green and low-carbon development [6].