2025年中国物流业景气指数均值为50.8% 总体向好

Core Insights - The average logistics industry prosperity index in China for 2025 is projected to be 50.8%, indicating an overall positive trend and optimized momentum in the sector [1][2] - In December 2025, the logistics prosperity index reached 52.4%, a 1.5 percentage point increase from the previous month, marking the highest level for the year [1] - Key indicators such as total business volume index, equipment utilization index, new orders index, capital turnover index, and employment index are all in the expansion zone and have shown month-on-month recovery [1] Group 1: Industry Performance - The logistics sector is driven by strong demand in bulk energy, manufacturing, and consumer sectors, contributing to an overall positive outlook [1] - In the consumer sector, national policies and regional system collaboration have effectively stimulated consumer potential, enhancing logistics activity [1] - The online retail sales of physical goods reached 11.8 trillion yuan, a year-on-year increase of 5.7% for the first eleven months of 2025 [1] Group 2: Manufacturing and Investment - The logistics demand in the manufacturing sector is bolstered by the growth in new energy vehicles, integrated circuits, transportation equipment, and general machinery [2] - There is significant potential for logistics demand in the upgrade of smart equipment and energy-saving devices, indicating a new driving force in industrial manufacturing logistics [1][2] - The fixed asset investment completion index for the logistics industry remained above 55%, reflecting a high level of business activity expectations [2]