中国物流与采购联合会公布的数据显示，上半年全国社会物流总额达181.1万亿元，同比增长5.1%[1][2]，增速高于同期GDP增速0.4个百分点[2]。其中一、二季度分别增长6.2%和4.4%[1][2]。
物流需求结构优化态势明显，高端制造、高技术产业等领域表现突出[2]。高技术制造业和数字产品制造业分别增长13.3%和12.3%[1][2]，快于传统领域增长。在进口端，半导体制造设备进口量同比增长20.4%，集成电路进口量增长8.1%[1][2]，反映出相关产业的强劲需求。与此同时，原油和钢材等传统大宗商品进口量出现下降，原油进口量同比下降11.4%，钢材进口量下降11.3%[1]。
工业品物流总额同比增长5.4%[1][2]，再生资源物流总额增长5.4%，快于社会物流总额0.3个百分点[1]。此外，单位与居民物品物流同比增长3.8%[2]，全国实物商品网上零售额同比增长4.8%[2]，显示消费领域保持稳定增长。
China's logistics sector demonstrated resilience in the first half of 2026, with the China Federation of Logistics and Purchasing releasing data showing that national social logistics totaled 181.1 trillion yuan, representing a year-over-year increase of 5.1%.[1][2] This growth rate outpaced the corresponding GDP expansion of 4.7% by 0.4 percentage points.[2] The first and second quarters recorded growth rates of 6.2% and 4.4% respectively.[1][2]
The structural optimization of logistics demand became increasingly pronounced across the period. Industrial product logistics expanded by 5.4% year-over-year,[1][2] while high-end sectors demonstrated notably stronger momentum. High-technology manufacturing and digital product manufacturing grew by 13.3% and 12.3% respectively.[1][2] Import-related logistics activity grew by 2.2% overall,[2] with semiconductor manufacturing equipment imports surging 20.4% and integrated circuit imports rising 8.1%.[1][2] Conversely, crude oil imports declined by 11.4% and steel imports fell by 11.3% compared to the prior-year period.[1]
Beyond industrial logistics, complementary sectors showed steady performance. Physical goods e-commerce sales increased 4.8% year-over-year,[2] while logistics for goods and services provided by entities and individuals rose 3.8%.[2] Renewable resource logistics reached a combined 5.4% growth rate, marginally outpacing overall social logistics growth by 0.3 percentage points.[1] Production data reflected broader technological momentum, with integrated circuit output climbing 23.1% and lithium-ion battery production surging 39.3% year-over-year.[2]