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6月物流景气指数环比回升
Zheng Quan Shi Bao Wang· 2025-07-02 05:05
7月2日,中国物流与采购联合会发布的2025年6月份中国物流景气指数为50.8%,环比回升0.2个百分 点。从分项数据看,业务总量和服务价格双双回升。 不过分析也指出,今年全国多地进入汛期较早,异常天气较多,局地持续高温和强降雨过程对物流高效 畅通带来一定压力,建议做好运力保障方案和应急预案。同时,行业企业盈利能力和资金周转仍存在压 力,建议增强物流"走出去"预判分析,持续优化市场秩序。 对于改善企业经营活力和提升盈利能力,专家建议增强物流"走出去"预判分析,多措并举治理行业"内 卷式"竞争,持续优化市场秩序。 前述专家指出,部分地区调研企业反映航空物流业务中,应季果蔬、冷链花卉不仅业务总量保持回升, 新订单业务量也保持回升态势。 服务价格回升但盈利能力持续承压 服务价格方面,分行业看,铁路运输业、道路运输业、水上运输业、航空运输业、邮政快递业物流服务 价格指数分别回升0.2个、0.1个、0.4个、0.2个和0.2个百分点。 "尽管服务价格有所回升,但面临'内卷式'竞争和经营压力持续上升,盈利能力和资金周转仍存在压 力。"中国物流信息中心的专家表示。 数据显示,6月份主营业务成本指数环比上升0.3个百分点,铁 ...
市场预期进一步向好 6月份物流基础设施投资保持平稳增长
news flash· 2025-07-02 01:29
Core Viewpoint - The China Logistics and Purchasing Federation announced that the logistics industry prosperity index for June is 50.8%, reflecting a 0.2 percentage point increase from the previous month [1] Investment Situation - In June, logistics infrastructure investment maintained steady growth, with the fixed asset investment completion index rising to 54.5%, an increase of 0.3 percentage points month-on-month [1] - Since February, the fixed asset investment completion index has shown a continuous upward trend month by month [1] - All sectors, except for warehousing, have shown recovery, with key projects in transportation logistics hubs progressing smoothly [1] Sector Performance - Fixed asset investment completion index for water transport, air transport, and postal express industries increased by 0.5, 0.4, and 0.3 percentage points respectively [1] - The business activity expectation index has remained above 55% for four consecutive months, indicating a high prosperity level [1] - The business activity expectation indices for railway transport, air transport, and postal express are 55.3%, 58.7%, and 57.4% respectively [1]
业务量保持扩张,6月中国物流业景气指数环比小幅上升
news flash· 2025-07-02 01:04
Core Viewpoint - The logistics industry in China is experiencing an upward trend in business volume and overall prosperity, with the logistics prosperity index reaching 50.8% in June, an increase of 0.2 percentage points from the previous month [1] Industry Performance - The total business volume index has remained in the expansion zone for four consecutive months this year [1] - The central and western regions of China have business volume indices that exceed the national average [1] - Various sectors, including road transport, rail transport, air transport, and postal express, are all showing indices within the expansion range [1] Specific Sector Insights - The postal express and air transport sectors have particularly strong performance, with business volume indices of 69.3% and 52% respectively, driven by online shopping and seasonal demand for fresh cold chain products [1] - Seasonal characteristics are evident in logistics development for June, with increased coal transport demand due to summer peak seasons, and a rise in orders for home appliances and 3C products driven by trade-in programs [1] - The summer travel season is boosting demand in tourism, e-commerce, and outdoor products, with data indicating a recovery in demand across rail transport, road transport, and e-commerce express sectors [1]
国泰海通|宏观:PMI整体暂稳,关注行业分化——6月全国PMI数据解读
国泰海通证券研究· 2025-07-01 10:40
供需整体回升,行业分化。 6 月供需指数回升,符合季节性规律。从行业看,食品及酒饮料精制茶、专用 设备等行业的供需指数位于扩张区间。究其原因,一方面,关税摩擦缓和后,出口链在供需端逐步恢复。 另一方面,积极财政发力,设备更新政策效果持续释放。相比之下,非金属矿物制品、黑色金属冶炼及压 延加工等行业的供需指数继续收缩。主因或在于,房地产压力之下,终端需求不足。这一点价格指数也有 所体现。 6 月制造业价格指数回升,主要受中东局势紧张,油价飙升的推动。而黑色冶炼行业的价格指数 持续回落。 非制造业景气度:服务平稳,建筑分化。 服务业的商务活动指数略降,基本保持平稳。从行业看,邮政、 电信广播电视及卫星传输服务、互联网软件及信息技术服务等生产性行业的商务活动指数位于较高景气区 间;但是五一假期效应消退后,零售、道路运输、航空运输、住宿、餐饮、房地产等行业商务活动指数均 低于临界点。此外,建筑业景气度超季节性回升,子行业的分化值得关注。一方面,土木工程建筑业商务 活动连续三个月处于较高景气区间。另一方面,商品房需求在二季度较为疲软,可能对整体建筑业景气度 有所拖累。 政策或不断积极。 在关税摩擦缓和后,内部解决好低通 ...
国家邮政局:不断加快国际寄递物流体系建设 加强同中亚国家在邮政快递领域的合作
news flash· 2025-06-30 11:38
国家邮政局党组6月30日召开会议。会议强调,要立足更好服务国家外交工作大局,坚定不移办好自己 的事,充分发挥产业和企业优势,深化拓展对外务实合作,不断加快国际寄递物流体系建设,加强同中 亚国家在邮政 快递领域的合作,高质量推进邮政快递基础设施建设,提升互联互通水平,有力服务支 撑国际产业链供应链稳定和外贸发展,为高质量共建" 一带一路"作出行业新的更大贡献。 ...
交通运输部:6月23日-6月29日,监测港口累计完成货物吞吐量环比增长4.01%
news flash· 2025-06-30 09:33
金十数据6月30日讯,根据国务院物流保通保畅工作领导小组办公室监测汇总数据,6月23日-6月29日, 全国货运物流有序运行,其中:国家铁路累计运输货物8102.6万吨,环比增长0.61%;全国高速公路累 计货车通行5428.9万辆,环比增长1%;监测港口累计完成货物吞吐量27435.4万吨,环比增长4.01%,完 成集装箱吞吐量667.3万标箱,环比下降0.73%;民航累计保障航班12.7万班(其中货运航班5333班,包 括国际货运航班3299班,国内货运航班2034班),环比增长3.39%;邮政快递累计揽收量约37.55亿件, 环比下降8.03%;累计投递量约37.85亿件,环比下降7.16%。 交通运输部:6月23日-6月29日,监测港口累计完成货物吞吐量环比增长4.01% ...
前5月深圳经济平稳运行 规上工业增加值同比增长3.5%
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-30 06:22
Economic Overview - Shenzhen's economy showed overall stability and progress in the first five months of the year, with industrial production maintaining a steady growth of 3.5% year-on-year in the scale of above-designated size industries [1] - High-tech product output continued to grow rapidly, with significant increases in civilian drones (68.0%), 3D printing equipment (40.7%), and industrial robots (38.8%) [1] Investment Trends - Fixed asset investment in Shenzhen faced pressure, declining by 9.2% year-on-year, with real estate development investment down by 11.9% [2] - Industrial technology transformation investment surged by 48.2%, while information transmission, software, and IT service industries grew by 48.7% [2] - Social retail sales showed a notable recovery, with total retail sales reaching 411.59 billion yuan, a year-on-year increase of 4.7% [2] Consumer Behavior - The consumption of basic living goods performed well, with retail sales of daily necessities and grain and oil products increasing by 10.6% and 10.4%, respectively [2] - The "old for new" policy in consumer goods continued to show effectiveness, with significant growth in retail sales of home appliances (74.9%) and cultural office supplies (34.4%) [2] - Online retail also saw robust growth, with sales through the internet increasing by 25.6% [2] Foreign Trade - Shenzhen's total import and export value decreased by 1.9% year-on-year, with exports falling by 8.6% and imports rising by 10.1% [3] - High-tech product exports grew by 6.2%, indicating a positive trend in this sector despite overall declines [3] Financial Sector - Financial institutions in Shenzhen reported a steady increase in deposits and loans, with total deposits reaching 14 trillion yuan, a year-on-year growth of 5.0% [3] - The loan balance also increased by 2.9%, reflecting a stable financial environment [3] Price Trends - Consumer prices in Shenzhen experienced mild inflation, with an overall increase of 0.1% year-on-year [3] - Specific categories showed varied price changes, with food and beverage prices up by 0.7% and clothing prices up by 1.4% [3]
广州市人民政府与中国邮政集团有限公司签署战略合作框架协议
Guang Zhou Ri Bao· 2025-06-26 01:40
更好支撑粤港澳大湾区打造新发展格局战略支点 郭永航孙志洋会见刘爱力并共同见证签约 6月25日,广州市人民政府与中国邮政集团有限公司在穗签署战略合作框架协议。市委书记郭永航,市 委副书记、市长孙志洋会见中国邮政集团党组书记、董事长刘爱力,并共同见证协议签署。 郭永航、孙志洋对刘爱力一行表示欢迎。郭永航指出,中国邮政与广州合作基础深厚,为广州经济社会 发展作出了积极贡献。广州是我国重要的中心城市、综合性门户和国际性综合交通枢纽城市,拥有完备 的陆海空铁立体化交通体系,发达的制造业和商贸业促进了现代物流业的蓬勃发展。希望与中国邮政一 道深入贯彻落实习近平总书记、党中央决策部署,牢牢把握粤港澳大湾区"一点两地"建设重大机遇,加 快推进大湾区邮政航空枢纽建设,完善城乡商贸物流体系助力"百千万工程",深化智慧物流、低空经 济、现代金融等领域合作,携手建设具有全球竞争力的国际物流中心,共同服务和融入新发展格局。 刘爱力代表邮政集团党组对广州市委、市政府一直以来关心和支持邮政发展表示感谢,指出邮政业是国 民经济的基础性、战略性、先导性产业,中国邮政作为行业"国家队",业务多元、业态丰富,具有商 流、物流、资金流、信息流"四流 ...
湖北推进邮政快递枢纽布局 目标2027年业务量突破80亿件
Chang Jiang Shang Bao· 2025-06-26 01:17
为优化完善湖北邮政快递基础设施布局,强化邮政快递枢纽集聚辐射功能,有效降低物流成本,湖北省 人民政府办公厅日前发布《湖北省推进邮政快递枢纽布局建设三年行动方案(2025—2027年)》(下 称"《行动方案》"),目标到2027年,全省培育3—5家年业务收入超过10亿元的快递企业,年寄递业务 量突破80亿件,带动网络零售额5000亿元、农产品交易额800亿元、降低物流成本55亿元,更好地服务 湖北实施枢纽提能战略,加快建成中部地区崛起的重要战略支点。 在推动枢纽产业融合发展方面,《行动方案》提出拓展邮政快递服务电子商务产业链、拓展邮政快递服 务制造业产业链、拓展邮政快递服务现代农业产业链等3条举措,形成创新驱动、融合协同的邮政快递 枢纽经济新范式。 在空间布局上,《行动方案》提出建设邮政快递枢纽和关键节点、构建邮政快递国内国际通道、完善邮 政快递网络等3条举措。支持武汉、鄂州加快建设全球性国际邮政快递枢纽,在襄阳、宜昌、荆州、荆 门、孝感等邮件快件日均处理量超过150万件的地区统筹建设全国性邮政快递枢纽。依托武汉天河机 场、鄂州花湖机场客货"双枢纽",构建链接全球的邮政快递国际网络通道,支撑湖北打造内陆开放高 ...
今年前5个月经济总体保持平稳运行态势
Su Zhou Ri Bao· 2025-06-26 00:41
昨天(6月25日),市统计局公布1至5月经济运行数据,我市积极应对复杂多变的外部环境,着力 稳生产、育动能、提信心,加快政策效应释放,经济总体保持平稳运行态势。 1至5月,全市规模以上工业总产值19061.1亿元,同比增长4.7%。全市规模以上工业增加值同比增 长8.1%。35个工业行业大类中,有24个行业产值同比增长,行业增长面达68.6%。其中,计算机、通信 和其他电子设备制造业,电气机械和器材制造业产值分别增长7.6%、6.7%。先进制造业较快增长,规 模以上高新技术产业产值同比增长7.1%,占规模以上工业总产值的比重达56.2%,同比提高1.9个百分 点。 1至4月,全市规模以上服务业实现营业收入2003.8亿元,同比增长8.6%。其中,租赁和商务服务业 营业收入同比增长12.3%,交通运输、仓储和邮政业营业收入增长12.0%,两大行业合计拉动规模以上 服务业营业收入增长6.3个百分点。 今年前5月,全市完成固定资产投资2620.0亿元,同比增长0.1%。工业投资920.3亿元,同比增长 16.1%。工业投资占固定资产投资比重35.1%,同比提高4.8个百分点。基础设施投资增势良好,同比增 长10.1 ...