1月份中国物流业景气指数为51.2% 电商物流业务增长较快

Core Viewpoint - The logistics industry in China is experiencing a slight decline in the logistics prosperity index, indicating a slowdown in business activity due to seasonal factors, despite remaining in the expansion zone. Group 1: Logistics Industry Performance - In January 2026, the logistics prosperity index was 51.2%, down 1.2 percentage points from December 2025, but still indicating expansion [1] - The business volume index decreased to 51.2%, while the new orders index remained at 50.2%, up 0.3 percentage points year-on-year [1] - The business activity expectation index was 52.3%, down 2.5 percentage points from the previous month, reflecting a high market expectation [1] Group 2: Price Trends and Sector Insights - The logistics service price index was 50.1%, showing a slight decline, with road logistics prices remaining low and railway bulk goods adopting a differentiated pricing strategy with discounts of 10% to 15% [2] - The postal and express delivery sector saw a business volume index of 70.8%, indicating a 0.2 percentage point increase, driven by strong demand for seasonal goods [2] Group 3: Future Outlook and Recommendations - The logistics industry is advised to focus on ensuring smooth operations post-holiday, with an emphasis on enhancing supply chain resilience and expediting major project preparations [3] - There is a need to monitor adverse weather conditions that could impact logistics and to prepare measures for the transportation of essential goods [3] - The overall demand is noted to be weak, with expectations lower than in previous years, suggesting a need for close attention to post-holiday recovery dynamics [3]