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56.3 trillion yuan, 5.3%↑ The logistics operation started smoothly through data, and the market size continued to expand.
2025-05-10 source:CCTV.com

CCTV News: The China Federation of Logistics and Procurement announced the logistics operation data for the first two months of this year on March 30. Data shows that my country's logistics industry has achieved a stable start, the market size continues to expand, the supply-side resilience has been further enhanced, and structural adjustments have become more obvious.

From January to February this year, the total social logistics volume in my country, that is, the total value of physical logistics in the economic operation, was 56.3 trillion yuan, a year-on-year increase of 5.3%. From a structural perspective, the total amount of industrial goods logistics increased by 5.9% year-on-year, 0.1 percentage point faster than the whole year of the previous year. Driven by the integration of science and technology and industrial innovation, the demand for logistics related to high-tech manufacturing has grown rapidly. From January to February, the demand for logistics related to high-tech manufacturing increased by 9.1% year-on-year, accelerating by 0.2 percentage points from the whole year of the previous year.

Since the demand structure, the structural optimization and adjustment trend has been shown, especially robots and industrial computer equipment and control systems, related carbon fibers and related materials, rare earths and magnetic materials, maintained a high growth of more than 30%.

Policies promote good logistics growth in many fields such as equipment manufacturing

Driven by factors such as equipment update policies, from January to February, the year-on-year growth rate of logistics demand in industries such as railway transportation equipment manufacturing and urban rail transit equipment manufacturing exceeded 20%; the year-on-year demand for automobile manufacturing logistics increased by 12%, maintaining double-digit growth for four consecutive months. Driven by policies such as home appliances trade-in, the demand for home appliance manufacturing logistics increased by 10.1% year-on-year, and the output of home appliances such as household refrigerators and household washing machines has achieved double-digit growth.

In addition, the special action to boost consumption continues to be implemented, the potential for logistics development in rural areas, e-commerce and other fields is constantly being released, and the vitality of county and township consumer markets is increasing. From January to February, the proportion of county and township retail sales of consumer goods accounted for 38.4% of the total retail sales of consumer goods, an increase of 0.3 percentage points over the same period last year.

The logistics supply and demand adaptation is good, and upgrading business formats are developing positively

From the total revenue of the logistics industry, the market size continues to expand, especially the upgrading business formats continue to develop positively, the integrated supply chain logistics business develops rapidly, and cross-border e-commerce and aviation logistics continue to improve.

From January to February this year, the total revenue of the logistics industry was 1.9 trillion yuan, a year-on-year increase of 4.8%. As the logistics demand structure continues to upgrade, the demand for equipment manufacturing and high-tech logistics has grown, and the pace of production enterprises and logistics enterprises in collaboratively promoting transformation has accelerated. Survey data from key enterprises shows that from January to February, the number of supply chain contract orders for key logistics enterprises maintained a rapid growth of more than 20%, and the revenue of integrated logistics business increased by 25% year-on-year. He Hui said that with the innovative development of logistics, supply chain logistics and contract integrated logistics are developing rapidly, which will help improve the efficiency of the entire logistics operation and reduce the cost of logistics.

New business formats such as cross-border e-commerce have developed better. From January to February, the airline completed 1.426 million tons of cargo and mail transportation. Driven by the rapid development of cross-border e-commerce, the international air freight market has achieved rapid growth, with cargo and mail transportation volumes completed in January and February, an increase of 17.9% year-on-year. With the growth of the "new three" demand for exports in the high-tech manufacturing industry, the demand for intermediate products such as semiconductors in the industrial chain has rebounded, becoming an important growth potential for air cargo.

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