转自：新华财经 新华财经北京2月5日电（记者刘玉龙） 5日，由中物联大宗商品流通分会和上海钢联等单位联合调查，中国物流与采购联合会发布的2026年1月份中国大宗 商品价格指数（CBPI）为125.3点，环比上涨6.3%，同比上涨12.7%，创2022年7月以来新高。 业内人士分析认为，"两重""两新"政策加力扩围，"反内卷"政策不断深化，提振市场信心，企业预期保持乐观，生产活动延续扩张态势，为"十五五"开局奠 定良好基础。但同时也要看到，国际地缘政治深刻演变、全球货币政策宽松预期以及国际大宗商品期货价格剧烈波动，带动国内有色、化工等价格快速上 涨，亦对国内大宗商品市场带来多重挑战。 图为中国 大宗商品价格指数和CPI、PPI走势 1月份，农产品价格指数小幅走高，报98.3点，环比上涨0.2%，同比上涨5.7%。山东隆众分析师王立晨表示，临近春节，部分农产品品种下游备货需求上 升，价格小幅上行。 | 表为1月份中国大宗商品价格指数及分项指数对比 | | --- | | 项目 | 中国大宗商品 | 能源价格 化工价格 | | 黑色价格 | 有色价格 | | 矿产价格 农产品价格 | | --- | --- | - ...

央视网消息：中国物流与采购联合会2月5日公布1月份中国大宗商品价格指数。从指数运行情况看，企业预期保持乐观，生产活动延续扩 张态势，大宗商品价格指数连续九个月环比上涨，创下三年半以来新高。 2026年1月份中国大宗商品价格指数为125.3点，环比上涨6.3%。在中国物流与采购联合会重点监测的50种大宗商品中，1月份价格环比上 涨的大宗商品有33种。其中，碳酸锂、精炼锡和精炼镍涨幅居前，较上月环比分别上涨48.4%、20.2%和19.5%。 分行业看，受国际货币政策宽松预期、地缘政治和期货市场等输入性因素影响，有色金属、化工产品价格指数大幅上行，环比分别上涨 9.9%和3.8%；农产品市场供需平衡，价格指数小幅回升，环比上涨0.2%。 专家表示，1月大宗商品价格指数环比上升，表明市场总体延续回稳向好态势，但国际金融市场动荡明显加大，部分大宗商品上涨过快， 需加强外部输入性风险研判，加大宏观政策调节力度，维护产业链供应链稳定。 ...

观点网讯：1月5日，中国物流与采购联合会发布最新数据，2025年12月份中国大宗商品价格指数为 117.9点。 来源：观点地产网 在中国物流与采购联合会重点监测的50种大宗商品中，2025年12月价格环比上涨的大宗商品有31种。其 中，碳酸锂、精炼锡和苹果涨幅居前，较上月分别上涨15.5%、11.7%和8.5%。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 从指数运行情况看，大宗商品市场景气水平继续回升，市场供需两端持续改善，企业信心活力和市场预 期向好，为今年经济继续持稳向好运行奠定良好基础。2025年12月份中国大宗商品价格指数为117.9 点，环比上涨3.2%，连续八个月实现环比上升，并创下自2024年6月以来新高。 ...

中国大宗商品价格指数连续七个月环比回升 中新社北京12月5日电 (记者 阮煜琳)中国物流与采购联合会5日发布数据显示，2025年11月份，中国大 宗商品价格指数(CBPI)为114.1点，环比上涨0.8%，同比上涨1.6%，保持稳中向好态势。 编辑：付健青 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 分行业看，有色价格指数继续走高，能源价格指数止跌反弹，农产品价格指数小幅上涨，矿产价格指数 继续回升，黑色系价格指数跌幅收窄，化工价格指数继续下行。 分商品看，在中国物流与采购联合会重点监测的50种大宗商品中，11月价格与上月相比，25种(50%)大 宗商品价格上涨，25种(50%)大宗商品价格下跌。11月涨幅前三的大宗商品为碳酸锂、焦炭和瓦楞纸， 环比分别上涨15%、7.2%和7.1%；跌幅前三的为甲醇、玻璃和棕榈油，环比分别下跌8.3%、7.1%和 6%。 分析认为，总体来看，中国大宗商品市场景气水平继续回升，保持稳中 ...

Group 1 - The National Development and Reform Commission (NDRC) has allocated 6 billion yuan for the fourth batch of the "Work for Relief" central budget investment in 2025, bringing the total central investment for the year to 35.5 billion yuan [1] - This initiative is expected to create job opportunities for over 1.1 million low-income individuals, with a broader goal of facilitating employment for more than 4 million low-income workers through similar projects [1] Group 2 - The China Logistics and Purchasing Federation reported that the China Commodity Price Index has risen for seven consecutive months, with November's index reaching 114.1 points, reflecting a month-on-month increase of 0.8% and a year-on-year increase of 1.6% [2] - Among the 50 monitored commodities, 25 saw price increases in November, with lithium carbonate, coke, and corrugated paper experiencing the highest price rises of 15%, 7.2%, and 7.1% respectively [2]

Core Insights - The China Logistics and Purchasing Federation announced on October 5 that the price index for bulk commodities in September showed a continuous month-on-month increase for five consecutive months, indicating optimistic expectations among enterprises and sustained expansion in production and operations, with the overall bulk commodity market remaining stable [1] Group 1 - The price index for bulk commodities has risen for five consecutive months, reflecting positive business sentiment [1] - The sustained increase in the index suggests ongoing expansion in production and operational activities within the industry [1] - The overall performance of the bulk commodity market is characterized as stable [1]

Core Insights - The China Logistics and Purchasing Federation reported that the commodity price index for August was 111.7 points, reflecting a month-on-month increase of 0.3% and a year-on-year increase of 1.2% [1] - The index has shown a continuous month-on-month rebound for four consecutive months, indicating that policies aimed at expanding domestic demand and reducing competition are effectively supporting business operations and facilitating the transition between old and new growth drivers [1] Industry Analysis - By sector, the black metal price index continued to rebound, the energy price index stopped its decline and began to recover, the non-ferrous price index continued to rise, while the agricultural product price index saw a slight decrease, and the chemical price index continued to decline [1] - Among the 50 monitored commodities, 25 saw price increases and 25 saw price decreases compared to the previous month. The top three commodities with the highest price increases were coke (up 20.1%), neodymium oxide (up 19.1%), and lithium carbonate (up 16.6%). The top three commodities with the largest price decreases were apples (down 4.6%), methanol (down 3.6%), and urea (down 2.8%) [1] Future Outlook - Analysts believe that with the traditional production peak seasons in September and October approaching, the development trend of the commodity market in China is expected to continue steadily. However, the global economic uncertainty remains high, and some commodity prices are still at low levels, indicating that businesses face significant operational pressures. To solidify the foundation for economic recovery, it is essential to enhance macroeconomic regulation and implement effective measures to unleash domestic demand potential [2]

Core Insights - The China Logistics and Purchasing Federation reported that the price index for bulk commodities in China rose for the fourth consecutive month in August, reaching 111.7 points, a month-on-month increase of 0.3% [1] Group 1: Price Index Trends - The bulk commodity price index has shown a consistent upward trend, with a month-on-month increase for four months [1] - In August, 25 out of the 50 monitored bulk commodities experienced price increases compared to the previous month [1] Group 2: Notable Price Increases - Among the commodities that saw price increases, coking coal, neodymium oxide, and lithium carbonate had the highest growth rates, rising by 20.1%, 19.1%, and 16.6% respectively [1]

Group 1 - The core viewpoint of the articles indicates that China's logistics industry is experiencing continued expansion, with the logistics prosperity index for July reported at 50.5% [1] - The business volume index stands at 50.5%, indicating sustained expansion across all major regions, with the central and western regions outperforming the national average at 50.9% and 52.3% respectively, while the eastern region is at 50.3% [1] - The e-commerce express delivery sector shows a particularly high business volume index of 69.3%, reflecting strong growth in this area [1] Group 2 - The new orders index has increased to 52.5%, indicating a positive trend in logistics companies' new orders, with both eastern and western regions showing a rise of 0.2 percentage points [1] - The business activity expectation index remains above 55%, with high levels in the air transport, postal express, and multimodal transport sectors at 58.9%, 57.2%, and 52.3% respectively [2] - The bulk commodity price index for July is reported at 111.4 points, reflecting a 0.5% month-on-month increase, indicating a continued recovery in production and stable operations in the bulk commodity market [2]

Group 1 - The China Logistics and Purchasing Federation reported that the logistics industry prosperity index for July is 50.5%, indicating continued expansion in logistics demand [1] - The business volume index is at 50.5%, remaining in the expansion range, with central and western regions exceeding the national level at 50.9% and 52.3% respectively, while the eastern region is at 50.3% [1] - The e-commerce express delivery sector shows a high business volume index of 69.3%, indicating strong growth [1] Group 2 - The new orders index for logistics companies has increased to 52.5%, reflecting a slight month-on-month rise of 0.1 percentage points [1] - The business activity expectation index remains above 55%, with high levels in the air transport, postal express, and multimodal transport sectors at 58.9%, 57.2%, and 52.3% respectively [1] - The China Logistics and Purchasing Federation also reported that the July bulk commodity price index is at 111.4 points, with a month-on-month increase of 0.5%, indicating a stable recovery in the bulk commodity market [2]