In the first half of 2015 logistics operation
In the first half of this year, with the steady growth of policies and measures effect appeared gradually, gradually release in the positive factors in economic operation. June 1 - overall logistics operation smoothly, in May and June to modestly, on the whole "while" development momentum.
A, in the first half of the logistics operation characteristics
(a) small logistics demand picks up, continue to optimize the industrial structure
Between January and June, the total social logistics than 5.7% growth, growth than in the first five months of recovery 0.2%, than in the first quarter up 0.1%. In terms of the structure of demand, the continued ascent of consumption demand for logistics, international logistics demand better, suggest a continue to optimize the logistics demand structure.
Consumption related to speed up the logistics demand growth. Between January and June, year-on-year growth of 6.3%, the total industrial logistics increase 0.1%, higher than that of the first five months of than in the first quarter fell 0.1%. Associated with the consumption of industry logistics demand picks up. Compared with the first five months, 0.5% growth in agricultural food processing industry, food manufacturing industry to speed up 0.3%, the textile industry to speed up 0.2%.
International logistics demand better. According to the general administration of customs statistics show that between January and June the national import and export volume grew by 0.1% year on year, import volume decline narrowed 1.9%. Among them, China's high-tech products imported flat, compared to the general consumer goods imported to maintain rapid growth, overall imports significantly better than the same period.
New formats leading electrical contractor, express logistics demand to speed up growth. Between January and June, and related units and residents of the people's livelihood goods logistics total continue to maintain rapid growth, up 30.4% from a year earlier, faster than in the first quarter increased by 3.1%. In the "Internet +" led by rapid development, express logistics demand to speed up the growth, according to the national post office, according to data from June 1 - national express delivery business to complete 8.46 billion, up 43.3% from a year earlier, faster than in the first quarter increased by 1.6%.
(2) the logistics operation efficiency is improved
Logistics operation efficiency is improved. In the first half of the total social logistics cost growth than in the first quarter fell 0.4%, year-on-year growth of 4.5%, low growth. Social logistics total cost and rate of 16.1% of GDP, compared with the same period last year dropped 0.3%, reflecting the logistics operation efficiency is improved.
From the structure, from the situation of expenses accounted transportation cost and management fees are falling. Transportation costs rose 3.8%, slower than in the first quarter fell 0.3%, the proportion of total social logistics cost at 50.1%, down 0.4%; From the point of transportation converting, between January and June, freight volume year-on-year growth of 4.2%; The freight turnover fell 0.2% year on year. Freight turnover growth is significantly lower than the freight volume growth, reflect the average transport distance of the goods, show that improve transport efficiency.
(3) the key logistics enterprise benefit is improved
From 1 to 5 months, major surveys logistics enterprises implement total logistics business profits rose 7.5% year-on-year, realized the fast growth. Among them, the profit of enterprises accounted for 82.5%, losses of enterprises accounted for 17.5%. In advocate business wu income scale decline, under the condition of main business profit growth, reflect the enterprise transformation is accelerated, profitability.
Points of logistics enterprise type, differentiation is obvious. Among them, the comprehensive logistics enterprises implement total logistics business profit year-on-year growth of 9.7%; Transport logistics industry fell 55% year on year, Storage type logistics industry fell 22.9% year on year.
(4) logistics market scale growth fell back
Between January and June slowed logistics market scale, the logistics industry revenue of 3.6 trillion yuan, up 5.3% from a year earlier, than in the first quarter fell 0.4%. In scale back its growth at the same time, in 1-5 key logistics business owners operating income fell 6.9% year on year.
(5) the overall logistics service price downturn
By the economic slowdown, the logistics demand slowed factors, such as logistics price swings back, continue to run low. According to China's logistics industry climate index, according to the logistics service price index this year are all below the critical level of 50%, the average is 49.0%, average fell by 1.3% over the previous year, the logistics service price general back.
Look from bear 76% volume of road freight market, China road logistics freight index in June to 99.4 points, a fall of 3.9% from last month, down 5.2% from a year earlier, compared with the same period last year dropped 8.9%, on the whole to carry on the reversal, but decline may be narrowed. In June China road logistics freight index continued to drop is mainly affected by factors such as oil prices drop and demand for commodities continue to fall. Look from points model index, predominantly commodity vehicle index continued to drop, mainly consumer goods LCL index has recovered.
Website issued from the shipping market, the ministry of communications of China's coastal comprehensive freight index (bulk) 1-6 months with an average of 858.3 points, down 19.0% year-on-year. Comprehensive freight index from the trend, China's coastal bulk repeatedly refresh the lowest on record, to until mid may slightly rebounded to more than 900 points, the month June averaged 886.6 points, up 0.7% month-on-month and coal freight index fell, metal ores, grain freight index to modestly, crude oil, product oil freight index remained stable. Save one, which is power plant coal at high levels, narrowing the downstream demand, coal freight index concussion decline, fell by 1.5%; Food prices rebound in the south at the same time, active traders delivery, freight index of grain also have rebounded, up 5.6% month-on-month.
Second, in the second half of the logistics operation
Look from the movements of the late, our country will enter the adjustment of economic structure to improve the quality of economic development stage, economic growth will be from high speed to high speed, growth from exports and investment, gradually turned to double to promote investment and consumption.
In this background, logistics operation in China will be "stable growth, quality improvement," the basic situation. In the third quarter, with the increase of the seasonal factors such as high temperature and rainy, the basis of the logistics demand stabilises picks up is still weak, but there are still many favorable factors, mainly displays in the following aspects:
(a) have issued related industries planning. In June, the ministry of commerce and other 10 departments jointly issued the national circulation node layout planning (2015-2020), established the "3 longitudinal and five horizontal" national backbone system flow channel, to speed up the perfect modern logistics system, give full play to the fundamental and guiding role of the logistics industry to provide guidance.
(2) "One Belt And One Road" speed up the internationalization of the logistics. "Area" national strategy for logistics enterprises to speed up the implementation of the strategy of "going out" brings unprecedented development opportunity. The implementation of the logistics enterprise internationalization strategy can also help China to better participate in international economic cooperation, for our country the open economy development of energy (310328, fund it). All the way with the help of "area" accelerate the pace of abroad, logistics enterprises need to from their own capabilities, according to the different development stages of "area", targeted to develop and implement business development strategy, market opportunities.
(3) the reform of the traditional logistics industry was deepened. Since 2015, the railway freight system to adapt to changes in transport market, promote the goods to enter a new stage, railway each category logistics business development. Through reform, further perfect the scattered cargo, bulk cargo, ordinary, high iron, scattered goods tra nsport express system. Data show that in the first half of the express railway scattered goods dispatched 9.81 million tons, 115 times that of the same period in 2014; 108 sketch class batch heroin express daily loading 1802 cars, up 36.6% from a year earlier. Shows that the railway transport industry is accelerating the pace of transformation development.
(4) "Internet +" booster industry quality efficiency. "Internet +" is the upgrade version of logistics innovation and development, boost industry quality efficiency. On the one hand, with the introduction of "Internet +", the logistics enterprises can effectively achieve the integration and optimization of supply chain management, and to further simplify the traditional logistics business link with red tape, make the enterprise more accurate and comprehensive grasp of the market, so as to help enterprises improve service ability, creative ability and competition ability, thus promote the development of the whole logistics field. , on the other hand, through the implementation of the "Internet +" this new strategy, to break the original logistics industry closed, extensive development pattern, form a kind of resource sharing, complementary advantages, mutual benefit and win-win market mechanism, which will be conducive to social production and circulation of specialization of intensive management advantages play huge function.
From the leading indicators of logistics, China logistics industry boom index (LPI) in June was 55.7%, the logistics industry, 53.7% of the new orders index expectations index by 59.7%, business activities are at a higher level. Overall, forecast the total social logistics in comparable growth at around 5%.
A, in the first half of the logistics operation characteristics
(a) small logistics demand picks up, continue to optimize the industrial structure
Between January and June, the total social logistics than 5.7% growth, growth than in the first five months of recovery 0.2%, than in the first quarter up 0.1%. In terms of the structure of demand, the continued ascent of consumption demand for logistics, international logistics demand better, suggest a continue to optimize the logistics demand structure.
Consumption related to speed up the logistics demand growth. Between January and June, year-on-year growth of 6.3%, the total industrial logistics increase 0.1%, higher than that of the first five months of than in the first quarter fell 0.1%. Associated with the consumption of industry logistics demand picks up. Compared with the first five months, 0.5% growth in agricultural food processing industry, food manufacturing industry to speed up 0.3%, the textile industry to speed up 0.2%.
International logistics demand better. According to the general administration of customs statistics show that between January and June the national import and export volume grew by 0.1% year on year, import volume decline narrowed 1.9%. Among them, China's high-tech products imported flat, compared to the general consumer goods imported to maintain rapid growth, overall imports significantly better than the same period.
New formats leading electrical contractor, express logistics demand to speed up growth. Between January and June, and related units and residents of the people's livelihood goods logistics total continue to maintain rapid growth, up 30.4% from a year earlier, faster than in the first quarter increased by 3.1%. In the "Internet +" led by rapid development, express logistics demand to speed up the growth, according to the national post office, according to data from June 1 - national express delivery business to complete 8.46 billion, up 43.3% from a year earlier, faster than in the first quarter increased by 1.6%.
(2) the logistics operation efficiency is improved
Logistics operation efficiency is improved. In the first half of the total social logistics cost growth than in the first quarter fell 0.4%, year-on-year growth of 4.5%, low growth. Social logistics total cost and rate of 16.1% of GDP, compared with the same period last year dropped 0.3%, reflecting the logistics operation efficiency is improved.
From the structure, from the situation of expenses accounted transportation cost and management fees are falling. Transportation costs rose 3.8%, slower than in the first quarter fell 0.3%, the proportion of total social logistics cost at 50.1%, down 0.4%; From the point of transportation converting, between January and June, freight volume year-on-year growth of 4.2%; The freight turnover fell 0.2% year on year. Freight turnover growth is significantly lower than the freight volume growth, reflect the average transport distance of the goods, show that improve transport efficiency.
(3) the key logistics enterprise benefit is improved
From 1 to 5 months, major surveys logistics enterprises implement total logistics business profits rose 7.5% year-on-year, realized the fast growth. Among them, the profit of enterprises accounted for 82.5%, losses of enterprises accounted for 17.5%. In advocate business wu income scale decline, under the condition of main business profit growth, reflect the enterprise transformation is accelerated, profitability.
Points of logistics enterprise type, differentiation is obvious. Among them, the comprehensive logistics enterprises implement total logistics business profit year-on-year growth of 9.7%; Transport logistics industry fell 55% year on year, Storage type logistics industry fell 22.9% year on year.
(4) logistics market scale growth fell back
Between January and June slowed logistics market scale, the logistics industry revenue of 3.6 trillion yuan, up 5.3% from a year earlier, than in the first quarter fell 0.4%. In scale back its growth at the same time, in 1-5 key logistics business owners operating income fell 6.9% year on year.
(5) the overall logistics service price downturn
By the economic slowdown, the logistics demand slowed factors, such as logistics price swings back, continue to run low. According to China's logistics industry climate index, according to the logistics service price index this year are all below the critical level of 50%, the average is 49.0%, average fell by 1.3% over the previous year, the logistics service price general back.
Look from bear 76% volume of road freight market, China road logistics freight index in June to 99.4 points, a fall of 3.9% from last month, down 5.2% from a year earlier, compared with the same period last year dropped 8.9%, on the whole to carry on the reversal, but decline may be narrowed. In June China road logistics freight index continued to drop is mainly affected by factors such as oil prices drop and demand for commodities continue to fall. Look from points model index, predominantly commodity vehicle index continued to drop, mainly consumer goods LCL index has recovered.
Website issued from the shipping market, the ministry of communications of China's coastal comprehensive freight index (bulk) 1-6 months with an average of 858.3 points, down 19.0% year-on-year. Comprehensive freight index from the trend, China's coastal bulk repeatedly refresh the lowest on record, to until mid may slightly rebounded to more than 900 points, the month June averaged 886.6 points, up 0.7% month-on-month and coal freight index fell, metal ores, grain freight index to modestly, crude oil, product oil freight index remained stable. Save one, which is power plant coal at high levels, narrowing the downstream demand, coal freight index concussion decline, fell by 1.5%; Food prices rebound in the south at the same time, active traders delivery, freight index of grain also have rebounded, up 5.6% month-on-month.
Second, in the second half of the logistics operation
Look from the movements of the late, our country will enter the adjustment of economic structure to improve the quality of economic development stage, economic growth will be from high speed to high speed, growth from exports and investment, gradually turned to double to promote investment and consumption.
In this background, logistics operation in China will be "stable growth, quality improvement," the basic situation. In the third quarter, with the increase of the seasonal factors such as high temperature and rainy, the basis of the logistics demand stabilises picks up is still weak, but there are still many favorable factors, mainly displays in the following aspects:
(a) have issued related industries planning. In June, the ministry of commerce and other 10 departments jointly issued the national circulation node layout planning (2015-2020), established the "3 longitudinal and five horizontal" national backbone system flow channel, to speed up the perfect modern logistics system, give full play to the fundamental and guiding role of the logistics industry to provide guidance.
(2) "One Belt And One Road" speed up the internationalization of the logistics. "Area" national strategy for logistics enterprises to speed up the implementation of the strategy of "going out" brings unprecedented development opportunity. The implementation of the logistics enterprise internationalization strategy can also help China to better participate in international economic cooperation, for our country the open economy development of energy (310328, fund it). All the way with the help of "area" accelerate the pace of abroad, logistics enterprises need to from their own capabilities, according to the different development stages of "area", targeted to develop and implement business development strategy, market opportunities.
(3) the reform of the traditional logistics industry was deepened. Since 2015, the railway freight system to adapt to changes in transport market, promote the goods to enter a new stage, railway each category logistics business development. Through reform, further perfect the scattered cargo, bulk cargo, ordinary, high iron, scattered goods tra nsport express system. Data show that in the first half of the express railway scattered goods dispatched 9.81 million tons, 115 times that of the same period in 2014; 108 sketch class batch heroin express daily loading 1802 cars, up 36.6% from a year earlier. Shows that the railway transport industry is accelerating the pace of transformation development.
(4) "Internet +" booster industry quality efficiency. "Internet +" is the upgrade version of logistics innovation and development, boost industry quality efficiency. On the one hand, with the introduction of "Internet +", the logistics enterprises can effectively achieve the integration and optimization of supply chain management, and to further simplify the traditional logistics business link with red tape, make the enterprise more accurate and comprehensive grasp of the market, so as to help enterprises improve service ability, creative ability and competition ability, thus promote the development of the whole logistics field. , on the other hand, through the implementation of the "Internet +" this new strategy, to break the original logistics industry closed, extensive development pattern, form a kind of resource sharing, complementary advantages, mutual benefit and win-win market mechanism, which will be conducive to social production and circulation of specialization of intensive management advantages play huge function.
From the leading indicators of logistics, China logistics industry boom index (LPI) in June was 55.7%, the logistics industry, 53.7% of the new orders index expectations index by 59.7%, business activities are at a higher level. Overall, forecast the total social logistics in comparable growth at around 5%.
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