前三季度中国物流业总收入达11.1万亿元 保持扩张态势

中国物流与采购联合会于2024年11月1日在北京发布数据显示，今年前三季度全国物流业总收入达到11.1万亿元人民币，同比增长4.3%，整体运行保持扩张态势1。同期中国社会物流总费用为14.8万亿元，同比增长4.2%，且其占国内生产总值（GDP）的比率持续下降1。

在行业景气度方面，前三季度物流业景气指数均值为50.3%；其中9月份指数升至51.5%，已连续5个月处于扩张区间1。细分领域价格指标也呈现积极变化，9月快递单票收入同比上涨3.5%，当月中国出口集装箱综合运价指数平均值为1887.6点，较上月平均上涨2.8%1。

受“反内卷”政策及旺季需求支撑，物流服务价格在低位企稳并温和回升，带动重点物流企业成本回落及经营效益边际改善1。前三季度重点物流企业收入同比增长6.6%，每百元营业收入中的成本为95元1。

Data released by the China Federation of Logistics and Purchasing on November 1, 2024, reveals that China's logistics industry maintained an expansionary trend throughout the first three quarters of the year 1. The total revenue of the national logistics sector reached 11.1 trillion yuan during this period, representing a year-on-year increase of 4.3% 1. This growth was accompanied by a steady decline in the ratio of total social logistics costs to GDP, as these costs amounted to 14.8 trillion yuan for the same timeframe, up 4.2% from the previous year 1.

The industry’s operational health showed marginal improvements, driven by policy measures aimed at curbing cutthroat competition and robust demand during peak seasons 1. Key logistics enterprises saw their income rise by 6.6% year-on-year, while the cost per 100 yuan of operating revenue stood at 95 yuan 1. Service prices stabilized at low levels before recovering moderately, reflecting better market conditions 1.

Market indicators further confirm the sector's positive momentum. The average Logistics Prosperity Index for the first three quarters stood at 50.3% 1. In September alone, the index climbed to 51.5%, marking the fifth consecutive month the industry remained within the expansion zone 1. Specific sub-sectors also performed well; express delivery revenue per parcel increased by 3.5% year-on-year in September, and the China Export Containerized Freight Composite Index averaged 1,887.6 points that month, rising 2.8% compared to the previous month’s average 1.