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].

如何打通电商平台、仓库及快递公司之间的数据壁垒，规划最优路径，让物流跑出"加速度"？今 天，国家发展改革委、国家数据局、交通运输部等十部门对外发布《关于推动物流数据开放互联有效降 低全社会物流成本的实施方案》，破除物流行业发展中的"数据孤岛"。 具体举措包括：拓展物联网、人工智能等技术的规模化应用，实现物流数据实时采集、广泛连接和 高效汇聚；打通多式联运数据堵点，促进多式联运"一单制""一箱制"落地；鼓励企业面向冷链、医药等 专业物流发展需要，开发多样化物流数据产品和服务等。 国家数据局数据资源司司长 张望：致力于破除物流行业发展中的"数据孤岛"，通过物流数据开放 互联，促进物流各环节高效衔接、循环畅通，从而提升物流组织效率，降低综合物流成本。 从"一块牛肉" 看物流如何降本提速 物流数据开放互联，已经在武汉、宁波、重庆等东中西部16个试点城市陆续推进。看到这有人要问 了，通过物流数据开放互联，具体到我们老百姓的生活中，能得到哪些实实在在的好处呢？接下来，我 们来从巴西进口的一块牛肉中来寻找答案。 像是这样一块进口牛肉，从巴西来到中部城市武汉，需要先经过海运到达上海，再换成河运到达武 汉市区。眼下，由于上海港 ...

首张物流开放清单发布 实施方案要求，深化物流行业数字化转型和智能化改造，推动物流基础业务线上化、可视化、数据化。 拓展物联网、云计算、大数据、人工智能、区块链等技术在物流领域的规模化应用，实现物流数据实时 采集、广泛连接和高效汇聚。支持物流骨干企业、平台企业强化物流数据治理，遵循"共享协同、多源 校核、动态更新"原则，推动跨主体、跨行业、跨领域数据互联互通。 实施方案明确，建立国家物流公共数据共享开放清单，根据行业管理和政务服务需要，确定物流公共数 据共享范围，加强企业资质、从业人员、车船注册、通关物流等数据归集共享。对已在国家有关部门集 中管理的物流公共数据，加大"总对总"共享力度，健全信息更新维护机制，提升共享质效。加大基础设 施、运力、价格等物流公共数据开放力度。 值得一提的是，我国首张物流公共数据共享开放清单同步发布，开放力度为近年来最大。交通运输部、 海关总署、中国民航局、国铁集团等部门单位将按实时、日、月、季度频率对十大类数据进行共享开 放，细分项包括航班计划、船舶轨迹、高速公路货车流量、通关状态等。物流企业可利用这些数据优化 运输、仓储、管理资源配置，降低物流成本。据悉，本次物流数据开放互联已在 ...

一块来自巴西的牛肉，如今能提前三天"现身"武汉市民的餐桌。这样的速度并非因为船开得更快，而是源于一场"数据跑路"带来的物 流提速。 近日，国家发展改革委、国家数据局等十部门联合发布《关于推动物流数据开放互联 有效降低全社会物流成本的实施方案》，着力破 解物流行业长期存在的"数据孤岛"难题。作为全国16个物流数据开放互联试点城市之一，武汉正通过数据共享，让物流运转更高效、更经 济。 那么，对普通老百姓而言，这究竟能带来哪些实实在在的好处？ 阳逻港。长江日报资料图 共数据，支撑跨部门数据互联和企业间数据可信流转。 目前，武汉已组织多家企业开展了13个应用场景建设。除江海联运场景外，九州通医药集团物流公司通过对接实时路况数据，运用AI 算法优化配送路径，实现配送效率提升30%，配送及时率提升10%，返程空载率下降20%，成本降低10%，预计每年可增加返程带货净利润 近100万元，同时降低人工及燃油成本300万元以上。武汉数据集团也已完成与宁波、霍尔果斯等城市的数据互联互通测试，正稳步推进物 流数据的归集与开放应用。 编辑：宗夏 得益于此，进口牛肉一般能提前3天到达消费者"家门口"，上海港进口货物在武汉的分拨效率提升 ...

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]

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 improve efficiency [1][3][12]. Group 1: Implementation Measures - The plan includes expanding the application of IoT and AI technologies for real-time data collection and efficient aggregation [3]. - It aims to address data bottlenecks in multimodal transport, facilitating the implementation of unified transport systems [3]. - The initiative encourages the development of diverse logistics data products and services tailored to specific sectors like cold chain and pharmaceuticals [3]. Group 2: Benefits to 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 [4][10]. - For example, the logistics process for imported beef has been streamlined, allowing it to reach consumers three days earlier and saving approximately 2000 yuan per container [7]. Group 3: Data Sharing and Collaboration - The first national logistics public data sharing list has been released, marking a significant increase in data sharing efforts [12]. - Key departments will share ten categories of data, including flight schedules and truck traffic, enabling logistics companies to optimize their operations [15]. - The establishment of a new state-owned enterprise, China Data Logistics, aims to create a unified logistics data network across various transport modes [19][27]. Group 4: Future Developments - The plan emphasizes the need for regional logistics data integration and supports the creation of a trusted data space for the logistics industry [21]. - China Data Logistics is focusing on eight application scenarios to ensure safe and efficient data flow within a trusted data space [24][27].

Core Insights - The implementation plan released by ten government departments aims to eliminate "data silos" in the logistics industry and promote the open interconnection of logistics data, thereby reducing overall logistics costs in society [1] Group 1: Key Initiatives - The plan emphasizes the need to strengthen the foundation for logistics data openness and interconnection, promoting the market circulation and utilization of enterprise logistics data [1] - Specific measures include expanding the application of IoT and AI technologies for real-time data collection, broad connectivity, and efficient aggregation of logistics data [1] - The initiative aims to address data bottlenecks in multimodal transport, facilitating the implementation of "one order" and "one container" systems [1] - Encouragement for enterprises to develop diverse logistics data products and services tailored to the needs of specialized logistics sectors such as cold chain and pharmaceuticals [1] Group 2: Public Data Sharing - The plan highlights the importance of promoting the open interconnection of public logistics data, with the release of the first national logistics public data sharing list, marking the largest sharing effort in recent years [1] - Key departments such as the Ministry of Transport, General Administration of Customs, Civil Aviation Administration, and China National Railway Group will share ten categories of data in real-time or periodically, including flight schedules, vessel trajectories, truck traffic on highways, and customs clearance statuses [1] - Logistics companies can leverage these public data resources to optimize their transportation, warehousing, and management resources, ultimately leading to reduced logistics costs [1] Group 3: Pilot Cities - The logistics data open interconnection initiative is being progressively implemented in 16 pilot cities across central and western regions, including Wuhan, Ningbo, and Chongqing [2]

Core Points - The National Development and Reform Commission, National Bureau of Statistics, Ministry of Transport, and other ten departments have released an implementation plan to promote the open interconnection of logistics data, effectively breaking the "data islands" in the logistics industry [1] Group 1 - The implementation plan aims to lower logistics costs across society by enhancing data sharing and connectivity within the logistics sector [1] - The initiative addresses the challenges posed by fragmented data systems that hinder efficient logistics operations [1] - The collaboration among multiple government departments signifies a coordinated effort to improve the overall logistics infrastructure [1]