Economy

China's e-commerce logistics index hits a new high for the year in August

2025-09-12   

On September 10th, the China Federation of Logistics and Purchasing and JD Group jointly released the China E-commerce Logistics Index for August 2025, which was 112.3 points, up 0.3 points from July and continuing to set a new high for the year. Analysts from China Logistics Information Center stated that the e-commerce logistics index continued to rise in August, showing a monthly upward trend since the Spring Festival this year, and has achieved six consecutive months of increase. The acceleration of demand and the orderly recovery of supply have jointly contributed to the overall index reaching a new high for the year in August. The total business volume index of e-commerce logistics has exceeded 131 points this year. In August, the total e-commerce logistics business volume index was 131.4 points, up 0.5 points from July. Looking at different regions, the total e-commerce logistics volume index in the eastern region has rebounded by 0.7 points and is higher than the national average, while the total e-commerce logistics volume index in the central region remains the same as in July. The e-commerce logistics rural business volume index continues to rise. In August, the rural e-commerce logistics business volume index was 131.7 points, up 0.2 points from July. The above analyst stated that from the demand side, the combination of the summer consumption peak season and the school opening effect has stimulated the total e-commerce logistics business volume index and rural business volume index to rebound by 0.5 points and 0.2 points respectively, reaching 131.4 points and 131.7 points, both of which have set new highs for the year. According to data from major platforms, the overall e-commerce sales and promotion popularity in August have significantly increased compared to July, and the effect of consumer promotion policies has become increasingly evident. As autumn approaches, the clothing market has entered a "seasonal change mode", and a new wave of consumption has been sparked by large-scale autumn clothing. At the same time, dozens of marathon races began in August across the country, driving up online consumption of sports clothing, shoes, hats, wearable professional equipment, health and rehabilitation, and sports nutrition products. The demand for e-commerce logistics shows obvious diversity and seasonal characteristics. According to data from the China Logistics Information Center, the prosperity index of China's logistics industry in August was 50.9%, an increase of 0.4 percentage points compared to the previous month, and the overall logistics market showed a positive signal. It is worth noting that the satisfaction rate and fulfillment rate index of e-commerce logistics have stopped falling and rebounded, while the personnel index has continued to rise. With the gradual reduction of extreme weather in China in August, the quality of enterprise services has significantly improved. The satisfaction rate and fulfillment rate index rebounded by 0.4 and 0.5 points respectively. At the same time, the continuous increase in business volume has driven up the demand for employment in enterprises, and the personnel index has rebounded by 0.5 points month on month, reaching a new high for the year. The e-commerce logistics loading rate and inventory turnover index have fallen month on month, while the logistics timeliness index remains unchanged month on month. In August, in order to achieve an orderly recovery in service quality, enterprises increased the proportion of vehicles supplied. While improving performance and satisfaction rates, the actual load rate index fell by 0.5 points month on month. At the same time, in order to welcome the arrival of the peak season for the start of the school year, the stocking volume of enterprises in August has significantly increased, and the inventory turnover index has fallen by 0.2 points month on month. Relying on cutting-edge technologies such as artificial intelligence, big data, and cloud computing, the e-commerce logistics industry is upgrading its intelligent order matching, intelligent sorting, and dynamic optimization of transportation routes, helping the cost index fall by 0.5 points month on month, achieving a continuous three-month decline and reaching a new low of 117.2 points since 2023. ”The analyst mentioned above stated. In the later stage, the above analysts predict that with the arrival of the peak consumption season of "Golden September and Silver October" and the start of the school year, the demand for e-commerce logistics in September will continue to maintain a steady upward trend. (New Society)

Edit:Yao jue Responsible editor:Xie Tunan

Source:Securities Daily

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