翻看铁路货运成绩单：集装箱运量完成4188.3万标箱，同比增长14.2%；铁水联运量完成1738万标箱， 同比增长15.1%；客车化班列开行，货运班列运量同比增长24.5%……这些数据共同勾勒出铁路物流供 给升级的清晰路径。从散装到集装化，从单一运输到"一单制"多式联运，从等货物装满车厢再发车 的"普通货运"到固定时刻发车的"客车化"班列开行，产品体系的丰富与运输组织的优化同步推进。特别 是高铁快运的批量崛起和网络货运平台的整合效应，展示了铁路运用新技术、新模式拓展服务边界的强 大能力。这种以市场需求为导向、以提质增效为目标的供给侧改革，正是铁路货运实现增长的关键。 铁路货运在服务实体经济方面的"朋友圈"越扩越大。与11家银行合作拓展铁路物流金融服务，客户融资 成本降至2%以下；通过运价下浮降低企业运费910亿元，减免杂费64亿元，这些举措超越了传统运输范 畴。铁路不再仅是物流通道，更成为助力企业资金周转、降低综合运营成本的重要支持平台。这种"运 输+金融+服务"的融合模式，放大了铁路在稳定产业链、畅通经济循环中的枢纽价值。 连续九年的增长，是一个里程碑，更是一个新起点。在国家构建新发展格局、推动高质量发展的 ...

人民财讯12月26日电，12月23日，国家发展改革委副主任李春临在广州市主持召开推动集装箱铁海联运 发展现场会，总结集装箱铁海联运发展情况，推广典型经验做法，部署下一阶段重点工作。 会议指出，党中央高度重视降低全社会物流成本，推动铁海联运高质量发展对降低全社会物流成本、提 高经济运行效率具有重要意义。要发挥好铁路和水运的优势，坚持问题导向，着力破解铁海联运一体高 效衔接的短板制约。要加快完善港口集疏运体系和铁海联运衔接设施建设，推进集装箱标准化建设，紧 贴市场需求，优化运输组织，探索车船直取，强化信息互通共享，持续加力推进"一箱到底""一单到 底"，全面提升集装箱铁海联运一体化水平。 ...

第三，加快推动流通规则和标准统一的重点任务。一是推进市场设施高标准联通。加快构建"通道 +枢纽+网络"的现代物流运行体系，实施铁路货运网络工程、内河水运体系联通工程。加快推进综合货 运枢纽及集疏运体系建设，着力打通"最后一公里"。健全城乡多层次商贸网络，加强县域商业体系建 设，完善县乡村三级物流配送体系。二是推动各种交通运输方式深度融合。加快铁路货运市场化改革， 提高水运组织化、智能化水平，强化货物特别是大宗散货"公转铁"、"公转水"。统一各种运输方式规则 标准，大力发展多式联运。三是进一步完善统一的流通标准体系。强化商贸物流、电子商务、农产品流 通等重点领域规则标准制定和修订。加强和改进国家标准管理，研究推动国家标准和行业标准整合，严 禁地方政府超范围制定地方标准。四是着力推动内外贸一体化发展。推进制度规则衔接，扩大检验认证 互认范围，促进内外贸规则制度、标准认证衔接。 编辑：高弼浡 新华社北京12月12日电 《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提 出："健全一体衔接的流通规则和标准"。这是坚持目标导向和问题导向、推动降低全社会物流成本的重 要举措，也是建设全国统一大市场的重要抓手。 ...

Core Insights - The logistics sector is crucial for the real economy, with a total logistics cost of 14.2 trillion yuan in the first three quarters, representing 14% of GDP, marking the lowest level since records began [1][2][3] Group 1: Logistics Cost Reduction - The "linkage unloading" model implemented in the Yangtze River Delta has significantly reduced logistics costs, saving approximately 200 yuan for imports and 400 yuan for exports per container [2] - The ratio of social logistics costs to GDP has decreased from 18% in 2012 to 14% in 2024, with a current rate of 14% as of Q3 this year [2][3] - The reduction in logistics costs is attributed to the optimization and innovation within the logistics industry and its integration with supply chains [3] Group 2: Infrastructure and Technological Advancements - The logistics sector has seen significant improvements in service quality and efficiency, with the establishment of 181 national logistics hubs and 105 cold chain logistics bases [4] - The digitalization and automation of logistics operations have led to a high delivery success rate, with over 85% in key regions within 72 hours [4] - The application of advanced technologies such as big data, cloud computing, and AI in logistics is enhancing productivity and reducing costs [5][6] Group 3: Policy and Structural Reforms - The "Action Plan" aims to reduce the logistics cost-to-GDP ratio to around 13.5% by 2027, focusing on transportation, warehousing, and management costs [7][8] - The current composition of logistics costs includes approximately 57% for transportation, 31.6% for warehousing, and 11.4% for management [7] - Structural reforms are essential for reducing logistics costs, emphasizing the need for improved integration across different transport modes and logistics sectors [8]

Core Insights - The logistics sector is crucial for the real economy, with a significant reduction in logistics costs supporting economic development and enhancing resource allocation efficiency [1][2][3] - In the first three quarters, China's total social logistics costs reached 14.2 trillion yuan, with a GDP ratio of 14%, marking the lowest level since records began [1][2][3] Group 1: Logistics Cost Reduction - The "linkage unloading" model implemented between Yangshan Port and Lusi Port has successfully reduced logistics costs, saving approximately 200 yuan for imports and 400 yuan for exports per container [2] - The ratio of social logistics costs to GDP has decreased from 18% in 2012 to 14% in 2024, with the current figure at 14% as of Q3 this year [2][3] Group 2: Structural Improvements - The reduction in logistics costs is attributed to the optimization and innovation within the logistics industry, as well as the deep integration of logistics with supply chains [3][4] - The logistics system is being enhanced through the construction of major logistics hubs and the establishment of a "channel + hub + network" operational framework [3][4] Group 3: Technological Advancements - The logistics sector is experiencing significant advancements in digitalization and automation, with the number of automated container terminals and bulk cargo terminals leading globally [4][5] - The application of technologies such as big data, cloud computing, and artificial intelligence is transforming logistics into a new productive force [5][6] Group 4: Policy and Reform - The "Action Plan" issued by the central government aims to reduce the logistics cost-to-GDP ratio to around 13.5% by 2027, focusing on key areas like railway and road freight [7][8] - The logistics cost structure consists of transportation (57%), warehousing (31.6%), and management costs (11.4%), indicating potential areas for further cost reduction [7][8]

Core Viewpoint - The implementation plan aims to promote the open interconnection of logistics data to effectively reduce logistics costs across society, enhance resource allocation efficiency, and support the construction of a unified national market and a new development pattern [1][5]. Group 1: Overall Requirements - The plan emphasizes the need to solidify the foundation for logistics data openness and interconnection, promote the market circulation of logistics data, and integrate logistics with information and capital flows [6]. Group 2: Strengthening Logistics Data Foundation - The initiative focuses on the digital transformation and intelligent upgrade of the logistics industry, advocating for the online, visual, and data-driven approach to logistics operations [7][8]. - It encourages the application of technologies such as IoT, cloud computing, big data, AI, and blockchain in logistics to achieve real-time data collection and efficient aggregation [7][8]. Group 3: Promoting Public Data Sharing - A national logistics public data sharing list will be established to clarify the scope of data sharing based on industry management and government service needs [10]. - The plan aims to enhance the quality and efficiency of logistics public data sharing by improving the mechanisms for information updates and maintenance [10]. Group 4: Facilitating Market Circulation of Logistics Data - The plan supports the establishment of trusted data spaces among logistics backbone enterprises and platform companies to promote credible data circulation and collaborative use [13]. - It encourages the development of diverse logistics data products and services tailored to specific application scenarios, enhancing the efficiency of logistics resource allocation [14]. Group 5: Ensuring Security and Coordination - The plan emphasizes the need for a robust security framework for logistics data openness and interconnection, including the establishment of emergency response plans for data security incidents [20]. - It calls for coordinated efforts among various departments to promote logistics data openness and interconnection, addressing key challenges and ensuring effective implementation [18][19].

Core Viewpoint - The implementation plan aims to promote the open interconnection of logistics data to effectively reduce logistics costs across society [1] Group 1: Logistics Data Sharing - The plan emphasizes the importance of establishing a solid foundation for the open interconnection of logistics data [1] - It advocates for the legal and compliant promotion of public logistics data sharing and openness [1] - The initiative seeks to facilitate the market circulation and utilization of enterprise logistics data [1] Group 2: Integration and Optimization - The plan aims to deepen the integration of logistics with information flow and capital flow [1] - It addresses the need to eliminate data bottlenecks in multimodal transport [1] - The initiative focuses on optimizing logistics resource allocation to unleash the potential for industrial empowerment [1] Group 3: Economic Impact - The overall goal is to lower logistics costs for society and support the construction of a unified national market [1] - The plan is designed to contribute to the establishment of a new development pattern [1]

Group 1 - The National Development and Reform Commission (NDRC) has fully allocated 500 billion yuan of new policy financial tools, supporting over 2,300 projects with a total investment of approximately 7 trillion yuan, focusing on digital economy, artificial intelligence, and urban renewal sectors [2][3] - The NDRC plans to accelerate the issuance and utilization of special bonds, with an additional 200 billion yuan allocated to support local government investment projects [2] - The NDRC aims to enhance the efficiency of logistics costs, reporting that total logistics costs for the first three quarters of the year reached 14.2 trillion yuan, with a GDP ratio of 14.0%, marking a decrease of 0.1 percentage points from the previous year [4] Group 2 - The NDRC will coordinate efforts to ensure energy supply during the winter, focusing on maintaining stable energy production and addressing supply-demand imbalances [5] - The NDRC emphasizes the importance of high-quality development and effective investment expansion, urging local governments and central enterprises to expedite project construction [3]

Core Insights - The National Development and Reform Commission (NDRC) reported that the Chinese economy has shown resilience and progress amid pressures, with a solid foundation laid for achieving annual goals [1] Group 1: Economic Performance - In the first three quarters, various regions and departments have effectively implemented the decisions of the Central Committee and the State Council, focusing on stabilizing employment, enterprises, markets, and expectations [1] - The achievements in the first three quarters are expected to facilitate the successful completion of annual economic targets [1] Group 2: Financial Tools and Investments - A new policy financial tool has successfully deployed 500 billion yuan, supporting over 2,300 projects with a total investment of approximately 7 trillion yuan, focusing on digital economy, AI, and urban infrastructure [2] - An additional 200 billion yuan in special bond quotas has been allocated to support investment projects in certain provinces, with an emphasis on accelerating project initiation and effective investment [3] Group 3: Logistics Cost Reduction - The total logistics cost for the first three quarters was 14.2 trillion yuan, with a GDP ratio of 14.0%, marking a 0.1 percentage point decrease from the previous year, maintaining the lowest level since records began [4] - The logistics sector is transitioning towards cost reduction and efficiency improvement, with innovations such as unmanned delivery vehicles and smart lockers being widely adopted [4] Group 4: Energy Supply for Winter - The NDRC is coordinating efforts to ensure energy supply and resource reserves for the winter heating season, focusing on energy production stability and emergency response [5][6] - Measures include daily scheduling, ensuring compliance with energy contracts, and preparing for adverse weather conditions to maintain stable energy supply for the public [6]

Core Viewpoint - The National Development and Reform Commission (NDRC) emphasizes that China's economy has shown resilience and progress amid pressures, with a solid foundation laid in the first three quarters to achieve annual goals [1] Group 1: Economic Performance and Policy Implementation - In the first three quarters, various regions and departments have effectively implemented the decisions of the Central Committee and the State Council, focusing on stabilizing employment, enterprises, markets, and expectations [1] - The NDRC plans to strengthen the regular policy research and reserve, and will timely implement policies as needed to ensure the achievement of economic and social development goals for the year [1] Group 2: Financial Tools and Investment Support - A new policy financial tool has successfully deployed 500 billion yuan, supporting over 2,300 projects with a total investment of approximately 7 trillion yuan, focusing on digital economy, AI, infrastructure, and urban renewal [2] - The NDRC will work with relevant departments to expedite project construction and increase effective investment to promote high-quality development [2] Group 3: Local Government Debt and Investment - The NDRC has introduced an additional 200 billion yuan in special bond quotas to support investment in certain provinces, aiming to enhance local government financial capacity and effective investment [3] - The NDRC will supervise the use of these new quotas to accelerate the issuance and utilization of special bonds [3] Group 4: Logistics Cost Reduction - The total logistics cost for the first three quarters was 14.2 trillion yuan, with a ratio to GDP of 14.0%, marking a 0.1 percentage point decrease from the previous year, maintaining the lowest level since records began [4] - The logistics sector is transitioning towards cost reduction and efficiency improvement, with innovations such as unmanned delivery vehicles and smart lockers being widely adopted [4] Group 5: Energy Supply for Winter - The NDRC is coordinating efforts to ensure energy supply for the winter heating season, focusing on energy supply, resource reserves, and emergency dispatch [5][6] - Measures include daily scheduling, weekly consultations, ensuring stable energy production, and strict adherence to long-term energy contracts to guarantee sufficient supply for residential use [7]