相关报告：智研咨询发布的《2025-2031年中国铁矿石行业市场全景评估及发展策略分析报告》 根据中国海关数据显示：2025年6月中国铁矿砂及其精矿进口数量为1.06亿吨，同比增长8.7%，进口金 额为98.41亿美元，同比下降4.9%。 近一年中国铁矿砂及其精矿进口情况统计图 数据来源：中国海关，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

全国重点商品进口数据： 北京时间8月7日，据海关总署发布数据显示，我国今年前7个月货物贸易进出口总值25.7万亿元，同比 增长3.5%。其中，7月当月，进出口总值3.91万亿元，同比增长6.7%，增速比6月加快1.5个百分点，创 年内新高。 据海关总署公布的数据显示：中国7月原木及锯材进口465.3万立方米，1-7月累计进口3347.9万立方米， 累计比去年同期下降12.3%；7月纸浆进口287.7万吨，1-7月累计进口2145.5万吨，累计比去年同期上涨 6.5%。 全国重点商品出口数据： 据海关总署公布的数据显示：中国7月钢材出口983.6万吨，1-7月累计出口6798.3万吨，累计比去年同期 上涨11.4%；中国7月未锻轧铝及铝材出口54.2万吨，1-7月累计出口346.2万吨，累计比去年同期下降 7.9%；中国7月稀土出口5994.3吨，1-7月累计出口38563.6吨，累计比去年同期上涨13.3%。 据海关总署公布的数据显示：中国7月铁矿砂及其精矿进口10462.3万吨，1-7月累计进口69656.9万吨， 累计比去年同期下降2.3%；7月铜矿砂及其精矿进口256.0万吨，1-7月累计进口1731. ...

知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2025-2031年中国铁矿石行业市场全景评估及发展策略分析报告》 根据中国海关数据显示：2025年5月中国铁矿砂及其精矿进口数量为0.98亿吨，同比下降3.7%，进口金 额为94.45亿美元，同比下降14.5%。 数据来源：中国海关，智研咨询整理 ...

中国物流与采购联合会7月29日公布今年上半年物流运行数据。上半年，社会物流总额保持稳定增长， 需求结构持续优化，我国物流行业呈现稳中有进、质效双升的发展态势。 今年上半年，全国社会物流总额即物流运行中的实物商品价值总和为171.3万亿元，同比增长5.6%。上 半年社会物流总额增速高于同期GDP增速0.3个百分点，反映出物流需求对经济发展的支撑作用依然较 强。 另外，上半年再生资源物流总额同比增长17%，增速比一季度加快1.2个百分点。同时，在汽车、家用 电器等领域逐步形成联动态势。汽车、平板电脑、智能手机、家用洗衣机等产品物流实物量实现较快增 长，增速均超过10%。 (家电网® HEA.CN) 随着高水平对外开放、外贸多元化持续推进，叠加扩内需政策持续发力，二季度进口物流降幅有所收 窄。大宗商品原油和铁矿砂及其精矿进口物流实物量有所恢复。集成电路进口同比增长8.9%，增速比1 —5月份提高0.5个百分点。 从消费物流来看，上半年，在一系列扩内需、促消费政策带动下，消费市场趋于活跃。上半年单位与居 民物品物流总额同比增长6.1%，增速比一季度提高0.3个百分点。 上半年，工业品物流总额同比增长5.8%，对社会物 ...

Core Insights - The total social logistics volume in China reached 171.3 trillion yuan in the first half of the year, marking a year-on-year growth of 5.6%, indicating a stable and progressive development in the logistics industry [1] - The logistics volume of industrial products grew by 5.8% year-on-year, contributing 85% to the overall growth of social logistics, which supports the stability of the industrial economy and the smooth operation of supply chains [1] - The logistics demand in the equipment manufacturing sector increased by 10.9%, while the high-tech manufacturing sector saw a 9.7% rise, highlighting these areas as significant growth drivers for logistics demand [1] - The logistics volume for 3D printing equipment and industrial robots exceeded a 20% year-on-year increase, reflecting strong demand in these advanced manufacturing sectors [1] - The import logistics volume of major commodities such as crude oil and iron ore has shown recovery, aided by policies promoting domestic demand and consumption [1] - The logistics volume for consumer goods increased by 6.1% year-on-year, with notable growth in logistics demand for electronic products and travel-related consumption [1] Sector Performance - The logistics volume for renewable resources grew by 17% year-on-year, with an acceleration of 1.2 percentage points compared to the first quarter [2] - There is a developing synergy in logistics across sectors such as automotive and home appliances, with logistics volumes for products like cars, tablets, smartphones, and washing machines all exceeding 10% growth [2]

央视网消息：中国物流与采购联合会7月29日公布今年上半年物流运行数据。上半年，社会物流总额保持稳定增长，需求结构持续优化，我国物流行业呈现 稳中有进、质效双升的发展态势。 今年上半年，全国社会物流总额即物流运行中的实物商品价值总和为171.3万亿元，同比增长5.6%。上半年社会物流总额增速高于同期GDP增速0.3个百分 点，反映出物流需求对经济发展的支撑作用依然较强。 中国物流与采购联合会会长蔡进称："我国物流保持5.6%的增长速度，应该说整个物流运行的这种韧性在进一步地增强，对整个国民经济稳中向好的增长起 到了非常好的支撑作用。" 另外，上半年再生资源物流总额同比增长17%，增速比一季度加快1.2个百分点。同时，在汽车、家用电器等领域逐步形成联动态势。汽车、平板电脑、智 能手机、家用洗衣机等产品物流实物量实现较快增长，增速均超过10%。 [ 责编：杨煜 ] 从消费物流来看，上半年，在一系列扩内需、促消费政策带动下，消费市场趋于活跃。上半年单位与居民物品物流总额同比增长6.1%，增速比一季度提高 0.3个百分点。 上半年，工业品物流总额同比增长5.8%，对社会物流总额增长的贡献率为85%，为工业经济稳定和产业 ...

Core Insights - The article highlights a significant narrowing of the trade deficit between China and the U.S. following the Geneva high-level economic talks, with a notable increase in export growth rates and a slight uptick in import growth due to base effects [1][2][3]. Export Analysis - In June 2025, China's total exports reached $325.18 billion, marking a year-on-year increase of 5.8%, which is a 1.0 percentage point rise from the previous month [1][3]. - The decline in exports to the U.S. has significantly reduced, with a year-on-year decrease of 16.13%, an improvement of 18.39 percentage points compared to the previous month [4]. - Exports to ASEAN countries continued to grow rapidly, while traditional export categories saw declines, with integrated circuits and automobiles showing strong growth [5][6]. Import Analysis - China's total imports in June 2025 amounted to $210.41 billion, reflecting a year-on-year growth of 1.1%, reversing from negative growth due to base effects [2][6]. - Imports from the U.S. decreased by 15.5% year-on-year, but this decline was 2.6 percentage points less than the previous month [2][6]. - The import growth rates from Japan and ASEAN were positive, while imports from traditional bulk commodities continued to face challenges [7]. Future Outlook - The external environment for trade is expected to remain complex and volatile, with potential risks and opportunities for export growth in 2025 [8]. - Domestic economic policies aimed at stabilizing the economy are anticipated to support a gradual recovery in import growth, although challenges from the real estate market and global trade barriers may persist [8].

Group 1 - The total import volume of iron ore and its concentrates in China from January to June reached 592.205 million tons [1]

Core Viewpoint - In June, China's imports of iron ore and its concentrates reached 105.948 million tons, an increase from 98.131 million tons in May [1] Group 1 - China's iron ore imports in June were significantly higher compared to May, indicating a potential increase in demand for iron ore [1]

Export Performance - In May 2025, China's total export value reached $316.1 billion, with a year-on-year growth of 4.8%, down 3.3 percentage points from the previous month[7] - Exports to the United States saw a significant decline, with a year-on-year drop of 30.7%, worsening by 11.5 percentage points compared to April[7] - High-tech products, including integrated circuits and automobiles, showed notable growth, with integrated circuit exports increasing by 33.4% year-on-year[19] Import Performance - In May 2025, China's total import value was $212.9 billion, reflecting a year-on-year decrease of 3.4%, a decline of 3.2 percentage points from the previous month[20] - Imports from the United States decreased by 18.13%, while imports from the European Union saw a marginal decline of 0.05%[20] - The demand for traditional bulk commodities continued to decline, with iron ore and crude oil imports showing negative growth rates of -5.2% and 0.3%, respectively[21] Trade Balance - The trade surplus for May 2025 was $103.2 billion, indicating a decrease from the previous month's surplus of $106.8 billion[7] - The overall trade volume in May 2025 was $528.98 billion, representing a year-on-year growth of 1.3%[7] Future Outlook - The external environment is expected to remain complex, with potential risks and opportunities for trade growth in 2025[23] - Domestic economic policies aimed at stabilizing growth may support a gradual recovery in import growth, despite ongoing challenges in the real estate market[23]