透过1月物流业景气指数看发展活力旺盛 “小包裹”折射经济澎湃动能
Yang Shi Wang·2026-02-05 01:55

Core Viewpoint - The logistics industry in China is experiencing expansion, as indicated by the January logistics prosperity index of 51.2%, with all key indices remaining above the expansion threshold of 50% [1] Group 1: Logistics Industry Performance - The logistics business is maintaining an expansion trend, with 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 above 50% [1] - The postal express industry saw a business volume index of 70.8% in January, reflecting a month-on-month increase of 0.2 percentage points, driven by strong demand for local specialty goods and smart home appliances [4] - The road transportation industry reported a business volume index of 52.9%, with a month-on-month increase of 0.2 percentage points, indicating steady growth in trunk logistics demand [4] - The air transportation industry recorded a business volume index of 53.6%, with a month-on-month increase of 0.4 percentage points, showing stable growth in air logistics [4] Group 2: Consumer Demand Impact - Consumer logistics demand is driving growth in related logistics business sectors, particularly due to strong pre-festival demand for goods and a robust stocking atmosphere [4]

透过1月物流业景气指数看发展活力旺盛 “小包裹”折射经济澎湃动能 - Reportify