1月港口设备开工率逆势增长 2026外贸开局基础打好了

Core Viewpoint - Excavators are essential for infrastructure construction and serve as a barometer for observing changes in fixed asset investment and overall economic conditions [1] Group 1: Port Equipment Performance - In January, the national port equipment operating rate was 33.85%, an increase of 2.97 percentage points year-on-year and 0.68 percentage points month-on-month [1] - The year-on-year growth rate of workload was 21.94%, with a month-on-month growth rate of 0.28% [1] Group 2: Seasonal Factors and Demand - Despite seasonal factors such as pre-holiday shutdowns and personnel returning home, the strong performance indicates that robust foreign trade demand has offset seasonal pressures [1] - This reflects the resilience of demand from overseas order preparations and cross-border e-commerce expansion [1] Group 3: Port Operations and Future Outlook - The mature port operation system and improved logistics efficiency in China effectively smooth out seasonal fluctuations [1] - This performance lays a solid foundation for foreign trade in 2026 [1]