On October 8, the China Federation of Logistics and Purchasing announced the China Logistics Industry Prosperity Index for September.
Logistics activity increases and operations stabilize and improve
Data shows that logistics activity increased in September, the growth momentum of the logistics industry is generally stable, and the peak season characteristics gradually become apparent.
China’s logistics industry prosperity index in September was 53.5%, an increase of 3.2 percentage points from the previous month. With the implementation of a series of policies, consumption potential has been continuously released, driving an orderly recovery in logistics demand. Among them, logistics demand in the fields of communication equipment, transportation equipment, electrical machinery and equipment, automobile manufacturing and parts, pharmaceuticals and chemicals has rebounded steadily, industrial logistics demand has recovered steadily, and people's livelihood consumer logistics has grown rapidly, laying the foundation for the growth of logistics business volume.
Liu Yuhang, Director of China Logistics Information Center: The overall recovery of the logistics industry prosperity index in September is quite obvious, indicating that our entire logistics operation has also ushered in the "Golden Nine" operating status. The supply and demand sides of the entire market are gradually improving, which also shows that the activity of our entire logistics is increasing.
In terms of regions, logistics activity in the eastern region has increased. The total business volume index in September was 53.8%, an increase of 2.2 percentage points month-on-month. The total business volume index in the central and western regions was lower than that of the country, but remained in the expansion range. The month-on-month increases were 3.8 and 0.8 percentage points respectively.
Zuo Min, a professor at Beijing Technology and Business University: The improvement in the logistics industry prosperity index reflects that the economy is gradually improving, that the economy is relatively resilient, and that the upstream and downstream supply chains have become more active.
Investment rebounds and corporate efficiency improves simultaneously
Driven by stable and improving demand, the growth momentum of the logistics industry is generally stable, which has also led to a rebound in investment and a simultaneous and balanced improvement in corporate benefits and operational efficiency.
Looking at different industries, except for water transportation, other industries are in the expansion range. In September, the railway transportation industry and road transportation industry were 52.1% and 55.6% respectively. In the field of people's livelihood consumption, chain stores and supermarkets have integrated warehousing and distribution to promote the integration of online and offline commerce and logistics. The total business volume index of the postal express industry exceeded 65% in September, which is much higher than other industries.
Liu Yuhang, Director of China Logistics Information Center: All fields and links in the logistics industry have shown an overall rebound, which has also led to further active investment in our entire logistics industry, and the degree of investment completion has also further improved.
From the perspective of investment momentum, the fixed asset investment completion index in September increased by 1.9 percentage points month-on-month. The warehousing industry, water transportation industry, postal express industry, and air transportation industry are still key areas for investment.
In addition, the enterprise's main business profit rate index rebounded in September, increasing by 2.7 percentage points month-on-month. In terms of enterprise size, the profit levels of large, medium, small and micro enterprises improved simultaneously. Among them, the main business profit index of small enterprises and micro enterprises continued to rise by 0.2 and 0.8 percentage points month-on-month on the basis of the increase last month.
New demand improves and business expectations further increase
From the perspective of market demand, the new order index increased significantly in September. As favorable factors such as production acceleration and holiday consumption expectations increase, the industry's market expectations for the later period have further improved and development confidence has increased.
The new orders index in September was 53.3%, an increase of 3.8 percentage points from the previous month. Looking at different regions, the new order index in the eastern and western regions rose by 0.9 and 1.1 percentage points respectively, and the new order index in the central region rose to a year-high of 54.1%.
From the perspective of industry market expectations, the business activity expectation index in September was 58.8%, an increase of 2.8 percentage points from the previous month. The business activity expectation index of most logistics industries was at a high level of above 55%. The business activities of the air transportation industry and postal express industry The expectation index remains above 60%.
Liu Yuhang, Director of China Logistics Information Center: Regarding the future expectations of the industry, everyone is still relatively optimistic, and confidence is gradually recovering, so we see that the business activity expectation index reached 58.8%. It should be said that this is the highest point this year, reflecting that the confidence of our entire industry is still very strong.
Experts said that overall, the logistics boom has shown the basic characteristics of accelerating recovery and marginal improvement since September. This is due to the joint effect of early policy release effectiveness and the enhancement of endogenous economic power, as well as seasonal factors.
At the end of the third quarter, there are many favorable factors such as accelerated production and holiday consumption expectations. There are hot spots such as the "Asian Games style" of the Asian Games and the "travel boom" during the holidays. There are also various online and offline multi-channel and multi-way launches by local governments and businesses. "Fancy promotion" activities. In the later period, with the successful conclusion of the "National Day" Golden Week, the demand in the upstream and downstream of the supply chain has stabilized, the market has gradually recovered, and the economy and logistics operations have a stable foundation.
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