以数据赋能物流行业降本增效 2025年2月，国家发展改革委、国家数据局等八部门印发《关于开展物流数据开放互联试点工作的通 知》，明确提出以覆盖东中西部典型区域、兼顾超特大型城市为原则，选取16个城市开展物流数据开放 互联试点工作，其中，湖北武汉、宜昌列入试点城市。 值得关注的是，在16个试点城市中，武汉是全国唯一聚齐港口、陆港、空港、生产服务、商贸服务于一 体的"五型"国家物流枢纽的省会城市。 在22日的新闻发布会上，武汉市数据局党组书记、局长王烁介绍，2025年以来，在国家数据局指导下， 武汉形成了"五个一"工作体系，扎实推进国家物流数据开放互联试点任务，以数据赋能物流行业降本增 效。 一块来自巴西的进口牛肉，从远洋货轮抵汉时间缩短3天，单柜物流成本直降50%；医药物流配送效率 提升30%，年节约成本超400万元……数据的背后，是九省通衢的湖北武汉，在构建数据共享体系与标 准规范上的创新实践。 在12月22日国家数据局举行的"数据价值化 我们在行动"第四场新闻发布会上，武汉市数据局相关负责 人表示，武汉作为国家首批物流数据开放互联试点城市，推进"多式联运""产业融合""国际物流""枢纽 互联"4个方面试点任 ...

Core Viewpoint - The construction of a national unified market is essential for establishing a new development pattern, promoting high-quality development, and gaining an advantage in international competition [1] Group 1: National Unified Market Construction - The "Suggestions" from the 20th Central Committee emphasize the need to eliminate barriers to the construction of a national unified market, proposing a dual approach of "breaking and establishing" [2] - The construction of a national unified market is not merely a market merger but a systemic reform aimed at optimizing income distribution, improving supply quality, and strengthening social security [5] - The national unified market aims to integrate fragmented local markets into a broader economic ecosystem, allowing resources and products to flow freely to where they are most needed [4] Group 2: Market Potential and Consumer Demand - China has a population of over 1.4 billion, with a middle-income group exceeding 400 million, indicating significant market potential that has yet to be fully realized due to insufficient competition and inefficiencies [3] - The future middle-income group is projected to exceed 800 million, creating diverse consumption demands that will drive industrial upgrades and economic growth [3] Group 3: Policy and Regulatory Framework - The implementation of the "Fair Competition Review Regulations" in August 2024 marks a significant step in establishing a legal foundation for promoting fair competition and building a national unified market [6] - The National Development and Reform Commission has reduced the market access negative list from 151 to 106 items, indicating progress in removing obstacles to a unified market [5] Group 4: Logistics and Infrastructure - The comprehensive transportation network in China has been largely completed, with over 260,000 kilometers of routes connecting more than 80% of counties, facilitating smoother logistics and supporting the unified market [5] - The ratio of social logistics costs to GDP has decreased to 14.0% in the first three quarters of this year, reflecting ongoing efforts to lower logistics costs [6] Group 5: Future Outlook - The construction of a national unified market is expected to enhance China's ability to respond to external risks and challenges, leveraging digital technologies to break down barriers [7] - The "Fifteen Five" period will see the continued deepening of the national unified market construction, providing a solid foundation for resource aggregation, innovation stimulation, and industrial upgrading [8]

Core Viewpoint - The construction of a national unified market is essential for establishing a new development pattern, promoting high-quality development, and gaining an advantage in international competition [1] Group 1: National Unified Market Construction - The "Suggestions" from the 20th Central Committee emphasize the need to eliminate barriers to the construction of a national unified market, proposing a "break and establish" approach to unify market rules and regulations [2][3] - The unified market aims to enhance the unity, openness, competitiveness, and orderliness of the market system, thereby unleashing the potential of China's super-large market [3][4] - The construction of a unified market is described as a systematic reform rather than a simple market merger, focusing on optimizing income distribution and improving supply quality [5] Group 2: Economic and Market Potential - China has a population of over 1.4 billion, with a middle-income group exceeding 400 million, indicating significant market potential that remains underutilized due to insufficient competition and inefficiencies [3] - The future middle-income group is projected to exceed 800 million, creating diverse consumption demands that will drive industrial upgrades and economic growth [3][5] Group 3: Logistics and Cost Reduction - The ratio of social logistics costs to GDP in China was 14.0% in the first three quarters of this year, showing a decrease of 0.1 percentage points compared to the previous year, indicating progress in reducing logistics costs [6] - A comprehensive transportation network has been established, with over 260,000 kilometers of routes completed, connecting more than 80% of counties and serving 90% of the economy and population [5] Group 4: Policy and Regulatory Framework - The implementation of the "Fair Competition Review Regulations" in August 2024 marks a significant step in establishing a legal foundation for promoting fair competition and building a national unified market [6][8] - The National Development and Reform Commission has released multiple versions of the negative list for market access, reducing the number of items from 151 to 106, which reflects ongoing efforts to eliminate barriers to a unified market [5][6] Group 5: Future Outlook - The construction of a national unified market is expected to enhance China's ability to respond to external risks and challenges, leveraging digital technologies to break down barriers [7][8] - The "Fifteen Five" period is anticipated to see significant advancements in resource aggregation, innovation incentives, and industrial upgrades, providing a stronger foundation for economic growth [8]

Core Viewpoint - The logistics industry in China shows signs of recovery with the Logistics Performance Index (LPI) at 50.7% in October 2025, indicating continued expansion despite a slight month-on-month decline [5][7][9]. Group 1: Industry Performance - The LPI reflects a stable demand in logistics, supported by industrial and consumer sectors, with most sub-indices showing improvement [7][9]. - The warehousing index rose to 50.6%, indicating a return to expansion, with various sub-indices such as business volume and facility utilization also increasing [9][10]. - The express delivery index reached 475.5, up 2.4% year-on-year, driven by e-commerce activities and improved service quality [10][12]. Group 2: Policy Support and Technological Integration - Policies focusing on logistics data interconnectivity and green logistics are being implemented, aiming to reduce logistics costs by 1-2% [11][12]. - The government is promoting the use of new energy vehicles and smart warehousing systems, with companies like JD and SF Logistics accelerating their green logistics initiatives [12][21]. - The integration of technology in logistics operations is emphasized, with companies investing in smart logistics hubs and automated systems to enhance efficiency [22][23]. Group 3: Market Dynamics and Investment Trends - The logistics real estate investment trusts (REITs) are performing well, with an average occupancy rate of 92% and a stable annual distribution rate of 4% [6][26]. - Major logistics firms are actively pursuing mergers and acquisitions to enhance their operational capabilities and market presence [24][25]. - The cold chain logistics sector is experiencing growth, with a 4.72% increase in demand for food cold chain logistics in Q3 2025 [13][18]. Group 4: Company-Specific Developments - SF Holdings reported a revenue of 225.26 billion yuan, up 8.89%, with a net profit of 8.31 billion yuan, reflecting strong operational performance [18][19]. - JD Logistics achieved a revenue of 55.084 billion yuan, a 24.1% increase, despite a decline in net profit due to increased workforce costs [19][20]. - ProLogis and other leading firms are focusing on smart logistics parks and zero-carbon initiatives to drive operational efficiency and sustainability [20][21].

Core Viewpoint - The implementation plan released by multiple government departments aims to break down data silos in the logistics industry, promoting data openness and interconnectivity to reduce overall logistics costs and enhance efficiency [1][3][6]. Group 1: Data Interconnectivity Initiatives - The plan includes expanding the application of IoT and AI technologies for real-time data collection and efficient aggregation [1]. - It aims to eliminate data bottlenecks in multimodal transport, facilitating the implementation of unified shipping and packaging systems [1][5]. - The initiative encourages the development of diverse logistics data products and services tailored to specific sectors like cold chain and pharmaceuticals [1][5]. Group 2: Practical Benefits for Consumers - The logistics data interconnectivity is already being piloted in 16 cities, leading to tangible benefits for consumers, such as faster delivery times and reduced costs [3][5]. - For instance, the logistics process for imported beef from Brazil to Wuhan has been streamlined, allowing for a three-day reduction in delivery time and saving approximately 2,000 yuan per container [3][5]. Group 3: Public Data Sharing - The first logistics public data sharing list has been released, marking the largest effort in recent years to share data across various departments [6]. - Key data categories include flight schedules, vessel tracking, truck traffic on highways, and customs statuses, which logistics companies can utilize to optimize their operations [6]. Group 4: Establishing a Unified Data Network - A new state-owned enterprise, China Data Union Logistics, has been established to create a unified logistics data network across eight application scenarios [9][11]. - The initiative focuses on building a trusted data space for the logistics industry, enabling secure and efficient data flow and resource optimization [9][11].

Core Viewpoint - The implementation plan aims to establish an open and interconnected logistics data resource mechanism to effectively reduce logistics costs across society [1][2][3]. Group 1: Logistics Data Sharing and Technology Integration - The plan emphasizes the digital transformation and intelligent upgrade of the logistics industry, promoting the online, visual, and data-driven nature of logistics basic services [2][3]. - It encourages the application of technologies such as IoT, cloud computing, big data, AI, and blockchain in logistics, aiming for real-time data collection and efficient aggregation [2][3]. - The first logistics public data sharing list has been released, marking the largest opening effort in recent years, with data shared across various frequencies including real-time and quarterly [3]. Group 2: Cost Reduction and Efficiency Improvement - The plan is seen as an effective means for systemic cost reduction, enhancing the integration of logistics with information and capital flows, and optimizing resource allocation [3][4]. - It highlights the importance of a high-efficiency circulation system to connect production and consumption, thereby improving production efficiency [4]. - The plan encourages the development of diverse data products and services tailored to specific logistics needs, enhancing the efficiency of transportation, warehousing, and customs processes [4][5]. Group 3: Challenges and Opportunities - Current logistics cost optimization faces challenges, including the contradiction between low costs in single segments and high costs across the entire chain [7]. - The plan aims to release the potential for industrial empowerment by promoting the integration of logistics data with industry data, optimizing structural costs and efficiency [7][8]. - The integration of new technologies with logistics is creating new possibilities for cost reduction and efficiency improvement, indicating a shift towards a high-quality logistics system [8].

Core Insights - The implementation of a logistics data sharing initiative in Wuhan has significantly improved the efficiency and cost-effectiveness of logistics operations, allowing imported beef from Brazil to reach consumers three days earlier than before [1][2][3] Group 1: Logistics Efficiency - The logistics data sharing initiative has enabled seamless connections between various transport modes, reducing waiting times and costs associated with temporary cold storage [2][3] - The efficiency of cargo distribution in Wuhan has increased by 20%, with the comprehensive logistics cost per container dropping from 4000 yuan to approximately 2000 yuan, representing a cost reduction of about 50% [3] Group 2: Economic Impact - The initiative is expected to save over 100 million yuan in logistics costs annually for Wuhan, enhancing the logistics capabilities of the central and western regions, as well as along the "Belt and Road" initiative [3] - The improved logistics efficiency is anticipated to benefit the delivery of essential consumer goods, allowing businesses to pass on savings to consumers [3] Group 3: Technological Integration - Wuhan has initiated 13 application scenarios for logistics data sharing, including real-time traffic data integration, which has led to a 30% increase in delivery efficiency and a 10% improvement in timely delivery rates [4] - The collaboration with other cities for data interconnectivity is ongoing, aiming to enhance the aggregation and application of logistics data [4]

Core Viewpoint - The implementation plan issued by the National Development and Reform Commission and ten other departments aims to promote the open interconnection of logistics data, effectively reducing logistics costs across society by addressing long-standing issues such as "information islands" in the logistics sector [1][3]. Group 1: Logistics Data Open Interconnection - The plan proposes twelve specific measures to enhance the foundation of logistics data open interconnection, promote the open interconnection of public logistics data, and facilitate the market circulation and utilization of enterprise logistics data [1]. - The integration of logistics with information flow and capital flow is emphasized as crucial for optimizing resource allocation and unleashing industrial empowerment potential [1]. Group 2: Resource Allocation Efficiency - A complete supply chain connects various stakeholders, and the open interconnection of data breaks down information barriers, fostering closer collaboration among them [1]. - Increased transparency in information will lead to more precise supply-demand matching and higher efficiency in trade cooperation, ultimately enhancing overall profitability across the supply chain [1][2]. Group 3: Cost Optimization - Inventory and transportation costs are identified as the two core expenditures in the logistics chain, often facing issues like inventory backlog and wasted capacity due to supply-demand mismatches [2]. - The core role of data is to capture market supply-demand changes accurately, enabling dynamic matching of inventory with demand and efficient alignment of capacity with freight orders, thus transforming logistics cost management from "passive control" to "active optimization" [2]. Group 4: Challenges to Data Open Interconnection - Three major obstacles need to be overcome to fully realize the value of data open interconnection: the need for unified data standards, the pressure of data security and privacy protection, and the high cost of technology adaptation for small and medium-sized logistics enterprises [3]. - The lack of standardized data formats and the presence of outdated information systems in many small logistics companies pose significant challenges to integrating into the data ecosystem [3]. Group 5: Proposed Solutions - The establishment of a logistics data standards committee led by regulatory authorities, industry associations, and key logistics enterprises is suggested to create industry standards and data quality evaluation mechanisms [4]. - A unified logistics data security sharing platform is recommended, utilizing security technologies such as data encryption and access control to manage data throughout its lifecycle [4]. - Financial support and technical assistance for small logistics enterprises are proposed to alleviate the initial investment burden for system upgrades and adaptations [4]. Group 6: Future Outlook - The open interconnection of logistics data is viewed not only as a tool for cost reduction but also as a vital engine for transforming the industry from traditional "scale expansion" to modern "quality and efficiency" [4]. - As collaborative efforts continue to strengthen, existing barriers related to standards, security concerns, and the integration of small enterprises are expected to be gradually resolved, leading to a robust, data-driven modern logistics system [4].

Group 1 - The National Development and Reform Commission, along with nine other departments, issued a plan to promote the open interconnection of logistics data, aiming to reduce logistics costs across society and support the construction of a unified national market [1] - The plan focuses on optimizing logistics resource allocation and addresses issues such as fragmented links, information lag, and resource misallocation in traditional logistics [1] - The implementation path is structured around three dimensions: solidifying the foundation, promoting bidirectional openness, and releasing value, all aimed at facilitating the smooth circulation of the real economy [1] Group 2 - Shenzhou Holdings (00861) is positioned to benefit significantly from the new policy, leveraging its "Yanyun" technology, which has won a national invention award, to break data silos and enhance logistics data integration [2] - The company has over 20 years of experience in the logistics supply chain, creating a vast proprietary knowledge base and a wealth of logistics data, which supports its ability to integrate logistics data resources and build AI capabilities [2] - Experts suggest that as the process of logistics data open interconnection accelerates, companies like Shenzhou Holdings, which possess data technology and practical application capabilities, are likely to continue benefiting from policy incentives, contributing to the high-quality development of China's logistics industry [2]

Group 1 - The National Development and Reform Commission, along with nine other departments, issued a plan to promote the open interconnection of logistics data, aiming to reduce logistics costs and support the construction of a unified national market [1] - The plan focuses on optimizing logistics resource allocation and addresses issues such as fragmented links, information lag, and resource mismatch in traditional logistics [1] - The implementation path is structured around three dimensions: solidifying the foundation, promoting bidirectional openness, and releasing value [1] Group 2 - Shenzhou Holdings, a company specializing in logistics data intelligence technology, stands to benefit significantly from the new policy [2] - The company has developed the "Yanyun" technology, which has established a competitive edge in logistics data collection and integration [2] - With over 20 years of experience in the logistics supply chain, Shenzhou Holdings has built a vast knowledge base and extensive logistics data, positioning it well to leverage the new data-sharing mechanisms [2] - Experts suggest that companies like Shenzhou Holdings, which possess data technology and practical application capabilities, are likely to continue benefiting from policy incentives, contributing to the high-quality development of China's logistics industry [2]