Transport & Logistics · 15.5

Logistics & Express Delivery

Quantified news impact based on deduplicated, quality-reviewed events in a single 60-day window.

Average net impact+30weighted per event

Average gross impact33absolute weighted average

Events23same period

Confidence77%model average

Raw intensity63before weighting

Previous period0net impact

Gross changeInsufficient base

Diffusion speed0.4 / day

Concentration5%

Direction disagreement7%

Source independence93%18 sources

IMPACT TREND

60-day effective impact

Positive 22 · Negative 1 · Mixed 0

+390-39

5 Jun0 events

10 Jun0 events

15 Jun0 events

20 Jun0 events

25 Jun0 events

30 Jun0 events

5 Jul0 events

10 Jul0 events

15 Jul0 events

20 Jul0 events

+26

25 Jul15 events

+39

30 Jul8 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term38%286 cumulative effective impact

Medium term48%365 cumulative effective impact

Long term14%107 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 3 · 23 events

Macro8

Macro30 Jul, 15:17positive

China’s ‘Six Networks’ Build-Out Gains Pace, Multi-Network Coordination Bolsters Investment to Expand Domestic

China’s National Development and Reform Commission detailed progress on the 'Six Networks'—water, electricity, computing, communications, urban underground pipelines and logistics—and announced heightened multi-network coordination to boost effective investment and expand domestic demand. In 2026, over RMB7 trillion will be invested in these networks and key areas. During the 15th Five-Year Plan period, investment in new-type power grids and underground pipelines is projected at around RMB5 trillion each, and computing network direct investment will add RMB4 trillion. In the first half, private capital into water network construction exceeded RMB10.8 billion, up 85.8% year-on-year.

Effective: +60
Intensity: 84
Confidence: 86%
Horizon: Long term

Macro3 Aug, 08:00positive

Central Government Rolls Out ‘Two Priorities, Six Networks’ Plan with Over 7 Trillion Yuan in 2026

China is accelerating major infrastructure construction under the ‘two priorities’ and ‘six networks’ plan, with 2026 investment estimated to exceed 7 trillion yuan. The Three Gorges New Waterway started construction in June, marking a landmark project. In the first half, internet services investment rose 39.9%, water transport 19.8%, power supply 19.4%, and air transport 11%, while private capital in water network projects surged 85.8%. Full-year ultra-long bonds of 800 billion yuan have been allocated, and projects are entering the peak construction season to translate policy into tangible progress.

Effective: +55
Intensity: 76
Confidence: 80%
Horizon: Medium term

Macro3 Aug, 20:21positive

China's 2025 Exports Near RMB 27 Trillion; ASEAN Share Hits 17.64%

China's goods exports in 2025 totaled nearly RMB 27 trillion, up 6.1% year on year, with ASEAN accounting for 17.64% of total exports. Chinese firms are expanding across ASEAN in electronics, new energy vehicles, digital economy, cross-border logistics, and solar. Singapore remains a top regional headquarters choice despite high costs, with companies like Global Transport and Logistics serving 2,600 multinationals and setting up regional hubs. The city-state offers an international headquarter scheme with a 10% preferential tax rate, while a global minimum tax of 15% applies to large firms.

Effective: +43
Intensity: 75
Confidence: 80%
Horizon: Short term

Macro29 Jul, 09:05positive

H1 Social Logistics Total Reaches RMB181.1 Trillion, Up 5.1% YoY, Driven by Structural Optimization and New

China's social logistics total value reached RMB181.1 trillion in the first half of 2025, up 5.1% year-on-year, outpacing GDP growth by 0.4 percentage points. Growth was 6.2% in the first quarter and 4.4% in the second quarter. Industrial goods logistics rose 5.4%, with high-tech manufacturing up 13.3% and digital products up 12.3%. Imports grew 2.2%, while semiconductor equipment imports surged 20.4%. Logistics sector revenue totaled RMB7.2 trillion, up 4.7%.

Effective: +39
Intensity: 70
Confidence: 85%
Horizon: Short term

Macro28 Jul, 10:32positive

China-Europe Railway Express surpasses 130,000 trips, multimodal expansion planned for 15th Five-Year Plan

The National Development and Reform Commission announced that as of July 2026, the China-Europe Railway Express had made over 130,000 cumulative trips, carrying goods valued at more than US$520 billion. The heavy container rate has remained at 100% for 46 consecutive months, and the ratio of return to outbound trips is near 1:1. During the 15th Five-Year Plan period, China will improve multimodal transport coordination, expand resilient corridors, and deepen infrastructure connectivity with partner countries.

Effective: +38
Intensity: 70
Confidence: 85%
Horizon: Medium term

Macro31 Jul, 10:07positive

China's Trade with BRI Partners Hits RMB 12.97 Trillion in H1 2026, Up 14.8%

China's National Development and Reform Commission reported that in the first half of 2026, goods trade with Belt and Road partner countries reached RMB 12.97 trillion, up 14.8% year on year, accounting for 50.9% of total foreign trade. Investment cooperation expanded into high-tech and green sectors. Infrastructure projects advanced, including the Hungary-Serbia Railway's freight service launch, full construction of the China-Kyrgyzstan-Uzbekistan Railway, and 11,186 China-Europe freight train trips, a 20.2% increase.

Effective: +38
Intensity: 60
Confidence: 80%
Horizon: Medium term

Macro1 Aug, 08:00positive

China-Europe Railway Express Marks 10 Years of Unified Brand, Annual Volume Hits 20,022 Trains

The National Development and Reform Commission said on July 28 that the China-Europe Railway Express, operating under a unified brand since 2016, has seen annual shipments rise from 1,702 to 20,022 trains, with cumulative departures exceeding 130,000. The network now reaches 236 cities in 26 European countries, serving as a major land trade corridor. Inland Chinese hubs have developed export-oriented industries, while return trains carry European goods and Central Asian resources. The 15th Five-Year Plan calls for upgrading corridors, safety, diversification and innovation.

Effective: +37
Intensity: 75
Confidence: 75%
Horizon: Medium term

Macro3 Aug, 19:32positive

Yangtze Delta Services Data for H1 2026: Shanghai Up 5.9%, Jiangsu and Zhejiang 5.5%, Anhui 5.2%

In the first half of 2026, services added value in the Yangtze River Delta grew steadily. Shanghai reached RMB 2.2154 trillion, up 5.9% year on year; Jiangsu RMB 3.8936 trillion, up 5.5%; Zhejiang RMB 2.8678 trillion, up 5.5%; and Anhui RMB 1.545 trillion, up 5.2%. Information technology and leasing services led growth, while provincial plans target expansion through 2030.

Effective: +37
Intensity: 60
Confidence: 75%
Horizon: Short term

Industries1

Industries29 Jul, 15:04positive

State Post Bureau Issues 15th Five-Year Plan: 2030 Postal Revenue Target 2.4 Trillion Yuan, Express 270B Items

The State Post Bureau, together with multiple departments, released the 15th Five-Year Plan for postal development, setting 12 quantitative targets for 2030. The plan targets total postal revenue of RMB 2.4 trillion, total delivery volume of 290 billion items, and express delivery revenue of RMB 2 trillion with volume of 270 billion items. Other goals include 90% of administrative villages receiving mail at least five times per week, 88% on-time delivery rate for express in key areas, and 80% green packaging usage.

Effective: +45
Intensity: 75
Confidence: 85%
Horizon: Medium term

Companies1

Companies28 Jul, 18:27positive

UPS Q2 Adjusted EPS $1.76, Revenue $22.8 billion, Raises 2026 Guidance to $91.2 billion

UPS reported second-quarter adjusted earnings per share of $1.76 on revenue of $22.8 billion. Net income fell to $604 million, or $0.71 per share, from $1.28 billion a year earlier. The company raised its 2026 revenue guidance to $91.2 billion and noted $1.2 billion in benefits from network restructuring. Domestic revenue rose 6%, international revenue 12.5%, and supply chain solutions 7.8%.

Effective: +34
Intensity: 65
Confidence: 80%
Horizon: Short term