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《大行報告》中金:上海近期整車貨運流量指數按年挫逾86% 浙江和江蘇4月指數各跌20%及40%
中金發表報告表示,內地整車貨運流量數據按年有所下滑,根據G7數據,中國整車貨運流量指數從3月17日按年下滑幅度有所擴大,3月20日至4月9日按年下滑幅度在-20%至-30%區間波動;分不同省市來看,受疫情影響的地區整車貨運流量下降幅度較大,例如上海整車貨運流量指數按年增速從3月17日的-8.8%下滑,至4月9日(上周末)-86.7%,而長三角區域的浙江和江蘇也受到影響,4月份以來整車貨運流量指數分別按年下滑大約20%及40%。 根據中國物流與採購聯合會數據,2022年3月中國物流業景氣指數為48.7,按月下降3.5個百分點,按年下降6.2百分點,也處於2020年3月份以來的歷史低點。 中金表示,從疫情各物流板塊影響而言,該行認為因公路貨運受阻而影響的公路、港口和To B供應鏈或短期受損,但長期對業務量增長持樂觀態度,而鐵路、大宗供應鏈以及航空貨運則影響相對有限。
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