2025年12月中国公路物流需求保持活跃 运力供给较为充足

Core Viewpoint - The China Logistics and Purchasing Federation reported that the road logistics price index for December 2025 is 105.2 points, showing a slight month-on-month decrease of 0.22% and a year-on-year decrease of 0.70%, indicating sustained activity in road logistics demand [1] Group 1: Economic Performance and Logistics Demand - The economic operation continues to show a recovery trend, with active road logistics demand supported by the end-of-year production phase and effective economic policies [1] - The supply of transport capacity is relatively sufficient, with a continuous adjustment in structure, and the market for road transport remains stable due to increased penetration of new energy freight vehicles [1] Group 2: Price Index Trends - Throughout 2025, the road transport market has been undergoing continuous adjustment and optimization, with the price index remaining around 105 points each quarter and showing a gradual recovery since the second quarter [1] - The slight month-on-month and year-on-year decline in the price index for December 2025 is attributed to high previous year baselines and increased competition in regional transport, which limits price increases [1] Group 3: Future Outlook - The "14th Five-Year Plan" sets clear goals for economic and social development, and with multiple positive factors, market expectations among enterprises remain optimistic [2] - The traditional sectors such as bulk raw materials, industrial production, and consumer markets are consolidating their recovery, providing a stable foundation for the road logistics market, although seasonal fluctuations in the price index are expected at the beginning of the year [2]