B[Hong Kong's "Planning Action Plan for the Development of Low-altitude Economy" is expected to be drafted within the year to study and establish an international low-altitude economic cooperation organization in the mainland] October 16th, Hong Kong's first five-year plan proposed to create an Asia-Pacific hub for low-altitude innovative applications. The reporter learned that the Hong Kong Working Group on Developing Low-altitude Economy has made every effort to formulate the "Planning Action Plan for Developing Low-altitude Economy" and improve the regulatory framework, standard setting, infrastructure, etc. It is reported that relevant actions include working closely with the mainland to realize cross-border low-altitude logistics test flights as soon as possible, and gradually expand the low-altitude cross-border logistics network in the Greater Bay Area; promote low-altitude infrastructure technology research, and carry out the construction of smart low-altitude traffic management systems. At present, the Hong Kong SAR government has started the relevant drafting work and will continue to solicit opinions. It is expected to complete the drafting within this year. The government will adopt a multi-pronged strategy. On the one hand, it will support the construction of standards at the regional and international levels. At the same time, it will actively promote bilateral cooperation at the government level, explore the signing of low-altitude economic cooperation memorandums with more jurisdictions, and gradually expand to multilateral and international cooperation. At the same time, we will promote research on jointly establishing an international low-altitude economic cooperation organization with the mainland. (Securities Times) B[Moderate upward trend, China's road logistics freight index rebounded month-on-month in September] On October 15, the China Federation of Logistics and Purchasing announced today that China's road logistics freight index rebounded month-on-month, with seasonal factors gradually weakening, the road logistics market becoming more active, and freight prices rising moderately. In September, China's road logistics freight index was 105.1 points, up 0.14% month-on-month and 0.06% year-on-year. Looking at the index by vehicle type, the vehicle freight index, which focuses on bulk commodities and regional transportation, was 105.7 points, up 0.15% month-on-month and 0.06% year-on-year. On the whole, the indexes of all vehicle models have rebounded month-on-month, and are trending upward year-on-year. Looking at different regions, the market showed structural changes, and some regions experienced tight capacity at the end of the month. B[Shanghai: Encourage existing fuel-burning passenger cars to be updated to new energy vehicles. The number of fuel-burning passenger cars will reach a peak plateau by 2030] On October 13, the General Office of the Shanghai Municipal People's Government issued the "Shanghai's 15th Five-Year Plan for Energy Saving, Carbon Reduction and Circular Economy Development." It pointed out that we will promote the electrification and low-carbonization of new sanitation, official ships, ferries and other inland water vessels. Carry out early elimination and replacement of high-pollution and high-emission vehicles. Accelerate the replacement of vehicles with new energy sources in areas such as logistics, distribution, and environmental sanitation. Accelerate the large-scale application of new energy heavy trucks. Encourage existing fuel-burning passenger cars to be upgraded to new energy vehicles. By 2030, the number of fuel-burning passenger cars will reach a peak level. Continue to improve the energy efficiency of aircraft, ships and other transportation vehicles, and improve the level of energy-saving and carbon-reducing technologies such as fuselage and hull configurations and power systems. Accelerate the elimination of non-road mobile machinery of National Grade II and below. By 2030, qualified internal vehicles and operating machinery such as ports, logistics bases, and airports will basically complete the replacement of clean energy with clean energy. B[Consumer orders pick up and China’s e-commerce logistics index rises slightly in September] On October 13, the China Federation of Logistics and Purchasing released the China E-commerce Logistics Index in September today (13th). The index rose slightly month-on-month, online consumer demand was concentrated, and e-commerce logistics operations maintained a positive trend. China's e-commerce logistics index in September was 111.9 points, an increase of 0.4 points month-on-month. Among the nine sub-indexes, the total business volume index, rural business volume index, inventory turnover rate index, logistics timeliness index, fulfillment rate index, satisfaction rate index, personnel index, and load rate index all rose simultaneously, while the cost index fell slightly. From the demand side, seasonal consumption and holiday consumption have combined to drive growth, and holiday gifts have become a new growth engine, driving the growth of online orders. The demand for autumn clothing and travel equipment is accelerating, sales of seasonal products are booming, and the consumer electronics market is heating up. B[China opened a total of 15 new international air cargo routes in September] October 11th, according to the Air Logistics Branch of the China Federation of Logistics and Purchasing, a total of 15 new international air cargo routes were opened across the country in September, with the number of round-trip flights reaching 42 per week, and China's international air cargo network is accelerating. From the perspective of route layout, these 15 new routes include 9 Asian routes, 4 European routes, and 2 North American routes. A total of 9 airlines participate in the operation, 8 of which are domestic airlines. The goods carried are mainly cross-border e-commerce, fresh cold chain and agricultural products, electromechanical and electronic products, high-end manufacturing products, and daily consumer goods. B[China’s bulk commodity price index rose 4.1% month-on-month in September] On October 5, the China Federation of Logistics and Purchasing announced today (5th) China’s bulk commodity price index. Judging from the index operation, with the arrival of the traditional peak season for production and construction, the acceleration of the implementation of major projects, and the continued improvement of manufacturing production and market demand, the commodity market sentiment level has further improved, laying a good foundation for the smooth operation of the economy in the fourth quarter. China's commodity price index in September was 137.6 points, up 4.1% month-on-month and 22.9% year-on-year. Among the 50 commodities monitored by the China Federation of Logistics and Purchasing, 38 commodities saw price increases month-on-month in September. Among them, methanol, ethylene glycol and coke were the top increasers, with month-on-month increases of 39.5%, 24.8% and 20.4% respectively. B[Ministry of Transport and others: The cost of using dedicated railway lines will be significantly reduced by 2030] On September 29, twelve departments including the Ministry of Transport jointly issued the "Action Plan to Promote the High-Quality Development of Multimodal Transport and Optimize and Adjust the Transport Structure (2026-2030)", which proposed to reduce the cost of using dedicated railway lines. Strengthen the management of special railway line operations and services, and strictly prohibit unauthorized addition of charging items and increase of charging standards. Implement list-based management of charging items such as maintenance fees and management fees, and publicly announce them to the public. Strengthen the supervision of the entire process of dedicated line construction and operation, standardize integration management and charging behaviors, and seriously investigate and deal with illegal setting of integration thresholds and refusal to accept applications. Promote the co-construction, sharing and sharing of dedicated lines, support the unified provision of loading, unloading, transportation, maintenance and other services by dedicated line ownership units or third-party operating companies, and share costs according to the proportion of transportation volume. Encourage local governments to promote the integration and reorganization of dedicated railway line resources in the region, support joint ventures and cooperation with railway transportation companies and logistics companies, and revitalize dedicated railway line resources. By 2030, the cost of using dedicated railway lines will be significantly reduced. B[The total national social logistics volume in the first eight months of this year was 243.6 trillion yuan, a year-on-year increase of 4.9%] On September 29, the China Federation of Logistics and Purchasing announced today (September 29) logistics operation data from January to August this year. Data shows that from January to August this year, China's logistics operations maintained a steady and progressive development trend, the scale of the logistics market expanded steadily, and the capacity and quality of international logistics channels were expanded.
From January to August this year, the total amount of social logistics nationwide was 243.6 trillion yuan, a year-on-year increase of 4.9%. The steady growth of the total amount of social logistics has been promoted simultaneously with structural optimization, and the resilience of the industrial chain and supply chain has been further highlighted. Specifically, the basics of industrial product logistics are stable. From January to August, the total amount of industrial product logistics increased by 5.3% year-on-year, and the demand for upgraded industrial manufacturing logistics accelerated. In August, the added value of high-tech manufacturing and digital product manufacturing increased by 16.7% and 15.7% respectively, contributing more than 60% to the growth of designated industries. The output of industrial robots was 34.6%, jointly driving new logistics demand.
In terms of import logistics, from January to August, the total amount of import logistics increased by 0.6% year-on-year, and industrial upgrading goods continued to form the main support. The import value of mechanical and electrical products and high-tech products increased by 44.0% and 60.1% respectively year-on-year; the import volume of industrial robots and semiconductor manufacturing equipment increased by 27.8% and 53.6% respectively. Changes in the structure of imported products have put forward higher requirements for bonded logistics, precision transportation, and international channel adaptation capabilities, and relevant logistics supply has accelerated follow-up and adaptation. B[Ministry of Transport: 55.325 million trucks were transported on national highways last week, a month-on-month decrease of 8.43%] On September 28, the Ministry of Transport released the national logistics operation status from September 21 to September 27. From September 21st to September 27th, the national railway transported 83.026 million tons of cargo, a month-on-month decrease of 0.39%; the national highway trucks passed 55.325 million trucks, a month-on-month decrease of 8.43%; the monitored ports completed a cargo throughput of 278.781 million tons, a month-on-month decrease of 1.36%, and completed a container throughput of 7.333 million TEUs. There were 126,000 civil aviation flights (including 5,396 cargo flights, including 3,447 international cargo flights and 1,949 domestic cargo flights), a month-on-month increase of 0.74%. B[Hao Lishun, Ministry of Industry and Information Technology: Three aspects of efforts are being made to create a new situation of global cooperation in intelligent connected new energy vehicles] "Science and Technology Innovation Board Daily" reported on the 28th that at the 2026 World Intelligent Connected Vehicles Conference (WICV) press conference, Hao Lishun, deputy director of the Equipment Industry Department of the Ministry of Industry and Information Technology, said that the "15th Five-Year Plan" for the development of the intelligent connected new energy vehicle industry will create a new situation in global industrial cooperation as an important task. The next step will be to focus on three aspects of work: first, to promote closer cooperation in the industrial chain and supply chain, support foreign-funded enterprises to deeply explore the Chinese market, and guide domestic enterprises to improve their competitiveness and go global; second, to promote deeper international coordination of standards and regulations, actively participate in international standards and regulations activities such as WP.29, ISO, and IEC, and contribute Chinese solutions; third, to promote the international development of enterprises to be more stable, deepen trade and investment cooperation, improve cross-border logistics, investment and financing support, and strengthen overseas risk prevention and compliance construction. (Kechuangban Daily reporter Li Mingming) B[The Hainan Provincial Government held a special meeting to study the province's "six network" construction project reserve work] September 28th. Recently, the Hainan Provincial Government held a special meeting to study the province's water network, new power grid, computing power network, new generation communication network, urban underground pipe network, and logistics network "six network" construction project reserve work. The meeting pointed out that it is necessary to grasp the key directions, adhere to the integration of multiple plans and integration, realize the integration of multiple networks, moderate advancement, "integration of planning, construction, management and operation efficiency", and effectively improve the quality and depth of the "Six Networks" project planning. It is necessary to highlight the problem orientation, find out the bases, identify shortcomings, and grasp needs, and solidly prepare the "Six Networks" implementation plan in accordance with the "1+6" three-dimensional implementation plan system. It is necessary to focus on project implementation, improve the full-cycle closed-loop working mechanism, do preliminary work, strengthen factor guarantees, deepen investment and financing model innovation, and accelerate the construction of a sustainable construction and operation model. B[Ministry of Transport: National railways transported 83.348 million tons of cargo last week Month-on-month increase of 0.84%] On September 21, the Ministry of Transport released the national logistics guarantee and smooth operation from September 14 to September 20. From September 14 to September 20, the national railway transportation cargo 83 348,000 tons, a month-on-month increase of 0.84%; 60.421 million trucks passed on national highways, a month-on-month increase of 3.34%; the monitored ports completed cargo throughput of 282.616 million tons, a month-on-month increase 4.61%, completing container throughput of 7.279 million TEUs, a month-on-month increase of 1.8%; civil aviation guaranteed flights 123,000 flights (including 5,391 cargo flights, including 3,539 international cargo flights, There were 1,852 domestic cargo flights), a month-on-month increase of 0.63%; postal express collection volume was approximately 4.131 billion items, a month-on-month increase of 1.62%; delivery volume was approximately 4.053 billion items, a month-on-month decrease of 0.37%. B[Business income of the postal industry from January to August increased by 6.0% year-on-year] September 18th, data showed that from January to August, the business income of the postal industry (excluding direct operating income of Postal Savings Bank) totaled 1.23045 billion yuan, a year-on-year increase of 6.0%. Among them, express delivery business revenue has accumulated to 1.02892 billion yuan, a year-on-year increase of 7.4%. From January to August, the postal industry’s delivery business volume totaled 145.46 billion pieces, a year-on-year increase of 4.0%. Among them, the express delivery business volume has completed 134.06 billion pieces, a year-on-year increase of 4.6%. In August, the business revenue of the postal industry reached 150.54 billion yuan, a year-on-year increase of 5.3%. Among them, express delivery business revenue reached 127.15 billion yuan, a year-on-year increase of 6.9%. In August, the postal industry delivered 18.03 billion items, a year-on-year increase of 2.3%. Among them, the express delivery business volume completed 16.60 billion pieces, a year-on-year increase of 2.7%. B[CITIC Securities: Reshaping the shipping cycle paradigm, paying attention to express delivery peak season prices] September 12th, CITIC Securities believes that the traditional shipping cycle supply and demand analysis paradigm needs to take advantage of the situation and optimize and adjust accordingly. "Supply chain stability and security" has replaced "efficiency and cost priority" in the era of globalization as the primary core element, and pricing power has obviously shifted to the capacity controller. For container shipping, terminal congestion, blockage of key waterways, and fragmentation of trade flows have become a continuous flashpoint of influencing factors. Capacity allocation has become more flexible, high-frequency and high-density services have bound high-quality customers, and regional container shipowners with prominent long-term cost and efficiency advantages may be the first to benefit. VLCC’s quarterly profit for oil transportation is expected to maintain a sequential growth during the year. The Strait of Hormuz has got rid of the dual state. The bypass and Gulf STS continue to consume effective transportation capacity. The substitution of cargo sources and the lengthening of transportation distance are particularly obvious in August when the conflict between the United States and Iran further intensifies. The profit growth during the year is expected to blunt the traditional game of the highest freight price in the peak season. The westward shift of refined oil shipping capacity has intensified supply tensions, and attention should be paid to the recovery of domestic exports and seasonal drivers. At the same time, pay attention to the marginal changes in express delivery prices during the peak season and the opening of express delivery services. B[Three departments: Encourage qualified areas to steadily promote the digital and intelligent transformation and development of rural power grids and lay out the construction of rural public charging infrastructure] On September 11, the Cyberspace Administration of China, the Ministry of Agriculture and Rural Affairs, and the Ministry of Industry and Information Technology jointly issued the "Digital Rural High-Quality Development Action Plan (2026-2030)", which mentioned that the digital upgrade of traditional rural facilities should be promoted. Deepen the informatization construction of "one road and one gear" on rural roads. Improve the application level of information technology in rural water supply and irrigation area construction. Encourage qualified regions to steadily promote the digital and intelligent transformation and development of rural power grids, and lay out and build rural public charging infrastructure. Promote the intelligent green transformation of cold chain logistics facilities in agricultural product production areas and the interconnection of cold chain nodes, and improve the level of cold chain logistics information sharing and collaborative operation. Promote the construction of comprehensive information services in rural areas and strengthen the integration, sharing and utilization of information resources. Carry out actions to improve the quality and efficiency of the integrated development of rural passenger, freight and mail services, and encourage qualified regions to build integrated passenger, freight and mail service intelligence entities.
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