编者按 电商快递、邮政及航空运输业务增长、铁公水运输指数回升……近日，中国物流与采购联合会发布数据 显示，8月份物流需求持续向好。随着促消费、稳投资、保民生各项政策逐步落实，产业链供应链加速 联动，物流业务总量和新订单业务量增速较快，东中西部地区均衡增长，物流业景气指数保持扩张态 势。一组海报带你了解我国物流业运行亮点。 行业物流发展 稳中向好 8月份道路运输业、铁路运输业 水上运输业业务总量指数 分别回升日 - 百、日. 5和 0.4个百分点 E THE THE THE THE HOWER 铁路运输业服务价格指数大 4比持平 运输业物流服务 直路运输业和水 别回升亏 l = 12 型 ab 7 0149 BO CONSULT CONSTITUTION CDECESSED CONDUCTS COLLECTION COLLECTED p 7 少年国 ) D 物流需求持续向好 ED: PATE 8月我国物流业景气指数达 50. 4% 环比回升 0.4个百分点 ((0) (0) 城乡消费物流需求 手在线 中国式 TO KHAN 户外休闲、健身娱乐、地方特产 应李果疏订单环比增长近 5% 邮政快递业和航空运输业业务总 ...

Core Viewpoint - The logistics industry in China shows signs of steady growth, with the logistics prosperity index reaching 50.9% in August, indicating a recovery and sustained expansion in the sector [1] Group 1: Logistics Industry Performance - In August, the logistics business volume and new order volume increased significantly due to the implementation of policies aimed at boosting consumption, stabilizing investment, and ensuring livelihoods [1] - The logistics prosperity index has remained in the expansion range for six consecutive months, with balanced growth observed across eastern, central, and western regions of China [1] - The new order indices for railway, air transport, and postal express industries exceeded 55%, with significant growth in multimodal transport and water transport sectors [1] Group 2: Regional and Sectoral Insights - The logistics business volume index for eastern, central, and western regions increased by 0.1, 0.6, and 0.3 percentage points respectively [1] - The demand for logistics services in sectors such as automotive parts manufacturing, electronic components manufacturing, and electrical machinery manufacturing has increased [2] - Major urban agglomerations like Beijing-Tianjin-Hebei, Yangtze River Delta, and Pearl River Delta have shown a recovery in logistics business volume, demonstrating significant radiating effects [2] Group 3: Pricing and Profitability - The logistics service price index rose by 0.3 percentage points in August, with the railway transport service price index remaining stable at 48.9% [2] - The main business profit index for logistics companies increased by 0.2 percentage points, with small and micro enterprises also showing improvement [2] Group 4: Investment and Future Outlook - Fixed asset investment in the logistics sector remains in the expansion range, with central and western regions achieving completion indices around 55%, which is 4 to 5 percentage points higher than the same period last year [3] - The business activity expectation index for the logistics industry was 55.8% in August, indicating a positive outlook for future activities [3] - The logistics demand market is expected to maintain steady growth, providing solid support for economic recovery [4]

Core Viewpoint - The logistics industry in China shows signs of steady growth, with the logistics prosperity index reaching 50.9% in August, indicating a recovery and sustained expansion in the sector [1] Group 1: Logistics Industry Performance - In August, the logistics business volume and new order volume increased significantly due to the implementation of policies aimed at boosting consumption, stabilizing investment, and ensuring livelihoods [1] - The logistics prosperity index has remained in the expansion range for six consecutive months, with balanced growth observed across eastern, central, and western regions of China [1] - The new order indices for railway transport, air transport, and postal express services exceeded 55%, with significant growth in multimodal transport and water transport sectors [1] Group 2: Regional and Sectoral Insights - The logistics business volume index for eastern, central, and western regions increased by 0.1, 0.6, and 0.3 percentage points respectively [1] - The demand for logistics services in sectors such as automotive parts manufacturing, electronic components manufacturing, and electrical machinery manufacturing has increased [2] - Major urban agglomerations like Beijing-Tianjin-Hebei, Yangtze River Delta, and Pearl River Delta have shown a recovery in logistics business volume, demonstrating significant radiating effects [2] Group 3: Pricing and Profitability - The logistics service price index rose by 0.3 percentage points in August, with the railway transport service price index remaining stable at 48.9% [2] - The main business profit index for logistics companies increased by 0.2 percentage points, with small and micro enterprises also showing improvement [2] Group 4: Investment and Future Outlook - Fixed asset investment in the logistics industry remains in the expansion range, with central and western regions achieving completion indices around 55%, higher than the previous year [3] - The business activity expectation index for the logistics industry was 55.8% in August, indicating a positive outlook for the coming months [3] - The logistics demand market is expected to maintain steady growth, providing solid support for economic recovery [4]

Core Viewpoint - The logistics industry in China shows signs of steady growth, with the logistics prosperity index reaching 50.9% in August, indicating a recovery and sustained expansion in the sector [1] Group 1: Logistics Industry Performance - The logistics business volume and new order volume have seen rapid growth due to the implementation of policies aimed at promoting consumption, stabilizing investment, and ensuring livelihoods [1] - The logistics prosperity index has maintained a significant expansion, with balanced growth observed across eastern, central, and western regions of China [1] - The new order indices for railway transport, air transport, and postal express services are all above 55%, indicating strong demand in these sectors [1] Group 2: Regional and Sectoral Insights - In August, the logistics business volume index for eastern, central, and western regions increased by 0.1, 0.6, and 0.3 percentage points respectively, reflecting a balanced recovery [1] - The logistics demand in sectors such as automotive parts manufacturing, electronic components manufacturing, and electrical machinery manufacturing has increased, alongside stable demand for bulk energy consumption [2] - Major urban agglomerations like Beijing-Tianjin-Hebei, Yangtze River Delta, and Pearl River Delta have shown a rebound in logistics business volume, demonstrating significant radiating effects [2] Group 3: Financial Indicators - The logistics service price index rose by 0.3 percentage points in August, with the railway transport service price index remaining stable at 48.9% [2] - The main business profit index for logistics companies increased by 0.2 percentage points, with small and micro enterprises also showing improvement [2] - Fixed asset investment in the logistics sector remains in the expansion range, with the central and western regions achieving completion indices around 55%, which is 4 to 5 percentage points higher than the same period last year [3] Group 4: Future Outlook - The logistics demand market is expected to maintain a stable growth trend, providing solid support for economic recovery [4]

Core Viewpoint - The logistics market in China is experiencing stable growth, with the logistics prosperity index rising to 50.9% in August, indicating a continuous expansion trend for six months [1] Group 1: Logistics Market Performance - In August, the logistics business volume and new order volume showed rapid growth due to the implementation of policies aimed at promoting consumption, stabilizing investment, and ensuring livelihoods [1] - The logistics prosperity index for the eastern, central, and western regions of China increased by 0.1, 0.6, and 0.3 percentage points respectively, indicating balanced growth across these areas [1] - The new order indices for railway transport, air transport, and postal express services were all above 55%, with significant growth in the multi-modal transport and water transport sectors [1] Group 2: Sector-Specific Insights - The logistics demand in sectors such as automotive and parts manufacturing, electronic components manufacturing, and electrical machinery manufacturing has increased, alongside stable demand for bulk energy consumption [2] - The logistics service price index rose by 0.3 percentage points in August, with the railway transport service price index remaining stable at 48.9%, while road and water transport service price indices increased by 0.2 and 0.6 percentage points respectively [2] Group 3: Investment and Future Outlook - Fixed asset investment in the logistics sector remains in an expansion range, with the central and western regions achieving completion indices around 55%, which is 4 to 5 percentage points higher than the same period last year [3] - The business activity expectation index for the logistics industry was 55.8% in August, reflecting a slight increase and a higher average compared to the previous year [3] - The logistics demand market is expected to maintain a stable growth trend, providing solid support for economic recovery [4]

Core Viewpoint - The logistics industry in China shows signs of recovery and expansion, with the logistics prosperity index for August 2025 at 50.9%, indicating a 0.4 percentage point increase from the previous month, driven by policies aimed at boosting consumption, stabilizing investment, and ensuring livelihoods [1]. Group 1: Logistics Index Performance - The business volume index and new orders index both continue to expand, with the business volume index at 50.9% and the new orders index at 52.3%, indicating sustained growth for six and seven consecutive months respectively [4][5]. - The eastern, central, and western regions of China have all experienced balanced growth, with the business volume index in these regions increasing by 0.1, 0.6, and 0.3 percentage points respectively [4]. Group 2: Sector-Specific Developments - The logistics demand in sectors such as tourism, e-commerce, and local specialties has surged, with outdoor leisure and seasonal produce orders increasing by nearly 5% month-on-month [5]. - The postal express and air transport sectors have maintained high business volume indices of 69.6% and 53.1%, respectively, both showing a month-on-month increase of 0.3 percentage points [5]. Group 3: Microeconomic Indicators - The logistics service price index rose by 0.3 percentage points in August, with improvements noted across various transport sectors, particularly in water transport due to increased demand [6]. - The main business profit index also saw a month-on-month increase of 0.2 percentage points, with small and micro enterprises showing a narrowing profit gap compared to larger firms [6]. Group 4: Investment and Future Outlook - Fixed asset investment completion index remains in the expansion range, particularly in central and western regions, which reached around 55%, up 4-5 percentage points year-on-year [7]. - The business activity expectation index rose to 55.8%, indicating a positive outlook for logistics demand and economic stability moving forward [7].

Core Insights - The logistics industry in China shows significant expansion in August, with the logistics prosperity index reaching 50.9%, an increase of 0.4 percentage points from the previous month [1] - Key sub-indices such as the total business volume index and new orders index continue to expand, indicating a positive trend in supply and demand [1] - The logistics service price index and main business profit index also saw a month-on-month increase, reflecting improved operational conditions for companies [2] Industry Performance - In August, logistics orders for outdoor leisure, fitness entertainment, local specialties, and seasonal fruits and vegetables increased by nearly 5% month-on-month [2] - The logistics demand in sectors like automotive parts manufacturing, electronic components manufacturing, and electrical machinery manufacturing has shown notable growth [2] - The railway, aviation, and express logistics sectors maintained a high prosperity level, supported by national policies [2] Investment and Economic Outlook - Fixed asset investment index remains in the expansion zone, indicating continued growth in investment [1] - The business activity expectation index reached 55.8%, up 0.2 percentage points from the previous month, reflecting enhanced market confidence [2] - The average business activity expectation index for the first eight months of the year was 55.4%, which is 0.4 percentage points higher than the same period last year [2]

Core Viewpoint - The logistics industry in China is showing signs of recovery, with the logistics prosperity index rising to 50.9% in August, indicating a positive trend in supply and demand dynamics within the economy [1][2]. Logistics Industry Performance - The logistics prosperity index for August is 50.9%, up 0.4 percentage points from the previous month, with both the total business volume index and new orders index continuing to expand [2]. - The business volume index has remained in the expansion zone for six consecutive months, while the new orders index has been in the expansion zone for seven months [2]. - Key sectors such as railway, aviation, and express logistics are maintaining high prosperity levels, reflecting improved microeconomic vitality and business conditions [3]. Economic Indicators - Multiple economic indicators are showing positive trends, including the manufacturing purchasing managers' index (PMI) rising to 49.4% in August, indicating a slight recovery in market demand [4]. - The production index for manufacturing reached 50.8%, up 0.3 percentage points from the previous month, signaling stable expansion in production activities [4]. - The non-manufacturing business activity index for August is 50.3%, indicating continued expansion in the service sector, with the service industry index reaching a year-to-date high of 50.5% [5]. Investment and Consumption Policies - The National Development and Reform Commission (NDRC) is focusing on enhancing investment and consumption, with plans to explore potential growth points and expand investment increments [7]. - The NDRC aims to implement policies to stimulate consumption, including measures for upgrading consumer goods and promoting digital consumption [7][8]. - The "Artificial Intelligence+" initiative is being developed to enhance industry applications and improve service consumption capabilities [8][9].

Core Insights - The logistics industry in China is showing signs of recovery, with the logistics prosperity index rising to 50.9% in August, an increase of 0.4 percentage points from the previous month, indicating a positive trend in supply and demand [2][3] - Various economic indicators, including manufacturing PMI and industrial profits, are also reflecting improvements, suggesting a broader economic recovery [5][6] Logistics Industry Performance - The logistics prosperity index for August stands at 50.9%, with both the business volume index and new orders index continuing to expand, indicating sustained growth in logistics activities [3] - The logistics service price index increased by 0.3 percentage points, and the main business profit index rose by 0.2 percentage points in August, reflecting improved operational conditions for logistics companies [4] Economic Indicators - The manufacturing PMI for August is reported at 49.4%, showing a slight increase, while the production index reached 50.8%, indicating stable production activities [5] - The non-manufacturing business activity index for August is at 50.3%, with the service sector reaching a high of 50.5%, suggesting ongoing expansion in the service industry [6] Investment and Infrastructure - Government investment in infrastructure projects is on the rise, with project bidding amounts increasing by 31.9% year-on-year from January to July [8] - The construction machinery operating rate improved by 0.7 percentage points in July, indicating a positive trend in infrastructure development [8] Policy Support and Future Outlook - The National Development and Reform Commission (NDRC) is focusing on boosting consumer confidence and expanding investment, with plans to introduce policies to stimulate private investment [9][10] - The "Artificial Intelligence+" initiative is being implemented to enhance productivity and service consumption, with specific action plans being developed [10][11]

Core Viewpoint - The logistics industry in China is showing signs of recovery, with the logistics prosperity index rising to 50.9% in August, indicating a positive trend in supply and demand within the economy [3][6][7]. Logistics Industry Performance - The logistics prosperity index for August is 50.9%, up 0.4 percentage points from the previous month, with both the business volume index and new orders index continuing to expand [6][7]. - The business volume index has remained in the expansion zone for six consecutive months, while the new orders index has been in the expansion zone for seven months [6]. - Key sectors such as railway, aviation, and express logistics are maintaining high prosperity levels, reflecting improved microeconomic vitality and business conditions [7][8]. Economic Indicators - Multiple economic indicators are showing positive trends, including the manufacturing PMI rising to 49.4% in August, indicating a slight recovery in market demand [8]. - The equipment manufacturing PMI is at 50.5%, and the high-tech manufacturing PMI is at 51.9%, both showing improvements from the previous month [9]. - The non-manufacturing business activity index is at 50.3%, indicating continued expansion in the service sector [9]. Investment and Policy Measures - Government investment is increasing, with project bidding amounts up 31.9% year-on-year from January to July [11]. - The National Development and Reform Commission is focusing on expanding domestic demand and enhancing investment, particularly in key areas that benefit the public [13]. - Policies to stimulate consumption and support private investment are being developed, including measures to facilitate private sector participation in major projects [13][14]. Consumer Behavior and Service Sector - There is a systemic low in consumer spending, particularly in the service sector, which is being addressed through various policy initiatives [15]. - The government is set to introduce new policies in September to enhance service consumption and optimize supply capabilities [15].