景气指数51.2%！2026年1月物流业务保持扩张态势

Core Viewpoint - The China Logistics and Purchasing Federation reported that the logistics industry in China maintained an expansion trend in January 2026, with the logistics business climate index at 51.2% [1] Group 1: Logistics Business Indicators - The overall business volume index, new orders index, logistics service price index, fixed asset investment completion index, employment index, and business activity expectation index all remained above 50%, indicating expansion [1] - The postal express industry business volume index reached 70.8%, with a month-on-month increase of 0.2 percentage points, driven by strong demand for local specialty goods and smart home appliances [1] - The road transportation business volume index was at 52.9%, with a month-on-month increase of 0.2 percentage points, reflecting stable growth in trunk logistics demand [1] Group 2: E-commerce and Consumer Demand - Consumer logistics demand has positively impacted related logistics sectors, with significant growth in e-commerce logistics due to pre-holiday stocking up [1] - The air transportation business volume index stood at 53.6%, with a month-on-month increase of 0.4 percentage points, indicating steady growth in air logistics services [1]