A number of data show that logistics operation is improving supply chain circulation

The latest data from the China Federation of Logistics and Purchasing show that in April, the demand for social logistics recovered, the supply of logistics services was relatively adequate, the industry was operating in the boom range, the main business indicators maintained growth, and the supply chain circulation improved. Earlier, data from the State Post Bureau showed that the year-on-year growth rate of the express delivery industry continued to be positive, and the industry completed 10.41 billion express delivery business in April, an increase of 36.4%. In this regard, Shen Xiaofeng, an analyst at Huatai Securities, believes that economic repair and consumption recovery have driven the demand for the express delivery industry to continue to pick up, and is optimistic about the improvement of the medium and long-term pattern of the industry. Some analysts said that recently, a number of e-commerce platforms began to "618" pre-sale, in the short term, with the major e-commerce platform activities kicked off, the express market will simultaneously enter a small peak season.

According to the observation of the China Federation of Logistics and Purchasing, with the further smooth market, logistics tends to be active, the total revenue of the logistics industry shows an accelerated recovery trend, and the scale of logistics supply steadily rises. From January to April, the total revenue of the logistics industry increased by 7.5%, 0.8 percentage points higher than the first quarter. Among them, transportation and warehousing services and express delivery have contributed significantly, driving the total revenue of the logistics industry to increase by more than 5 percentage points.

From the perspective of industry prosperity level, the logistics industry continues to be located in a higher prosperity range. The prosperity index of China's logistics industry is 53.8%, and the new orders index of logistics industry is 52.3%, which are located in the relatively high prosperity range, showing that the linkage between logistics supply and demand is restored and still showing a growth and expansion trend.

Moreover, from the point of view of the logistics cycle, the acceleration of logistics warehousing turnover helps to improve the level of production and marketing. In April, the commodity inventory turnover index of the logistics industry prosperity index was still at a high level of about 52%, and the logistics turnover was accelerated. According to the statistics released by the National Bureau of Statistics, as of the end of March, the growth rate of industrial inventories and finished goods inventories fell by 1.7 and 1.6 percentage points respectively, showing that many industrial fields have entered the destocking stage, especially the inventories in the fields of automobiles and electrical equipment have fallen significantly, showing that the upstream and downstream operation of the industrial chain has gradually returned to normal and the supply chain cycle has become smooth.

The relevant people of China Federation of Logistics and Purchasing believe that, on the whole, as the national economy gradually returns to normal operation, the foundation for the recovery of logistics operation is gradually consolidated, the expectations of enterprises are relatively optimistic, and the expected index of logistics business activities is still at a higher level of more than 55%, with the improvement of logistics business environment and security conditions. Logistics operation is expected to continue the development trend of stable recovery.

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