Transport & Logistics · 15.5

Logistics & Express Delivery

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+19weighted per event

Average gross impact19absolute weighted average

Events17same period

Confidence77%model average

Raw intensity64before weighting

Previous period+20net impact

Gross change-37%

Diffusion speed2.4 / day

Concentration8%

Direction disagreement200%

Source independence91%16 sources

IMPACT TREND

7-day effective impact

Positive 17 · Negative 0 · Mixed 0

+240-24

28 Jul, 002 events

28 Jul, 143 events

+11

29 Jul, 043 events

29 Jul, 182 events

+12

30 Jul, 081 event

+10

30 Jul, 221 event

31 Jul, 120 events

+10

1 Aug, 021 event

1 Aug, 160 events

2 Aug, 060 events

+20

2 Aug, 201 event

+24

3 Aug, 103 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term48%154 cumulative effective impact

Medium term39%126 cumulative effective impact

Long term13%43 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 2 · 17 events

Macro8

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: +49
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: +42
Intensity: 75
Confidence: 80%
Horizon: Short 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: +35
Intensity: 60
Confidence: 75%
Horizon: Short term

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: +28
Intensity: 84
Confidence: 86%
Horizon: Long 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: +23
Intensity: 75
Confidence: 75%
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: +20
Intensity: 60
Confidence: 80%
Horizon: Medium 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: +15
Intensity: 70
Confidence: 85%
Horizon: Short term

Macro30 Jul, 08:00positive

China-US Trade Teams Discuss Tariff Council and $30 Billion Reciprocal Reduction

Chinese and US trade teams are in close communication on the structure, functions, and operation of a trade council, while exploring a reciprocal tariff reduction framework of $30 billion each. Both sides are simultaneously soliciting public comments. China opposes unilateral tariff measures and reserves the right to take necessary actions, but remains committed to dialogue. Bilateral goods trade reached RMB 2 trillion in the first half of 2026, with second-quarter growth of 13.7%.

Effective: +13
Intensity: 60
Confidence: 65%
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: +18
Intensity: 75
Confidence: 85%
Horizon: Medium term

Companies1

Companies3 Aug, 11:53positive

Momenta Shares Dip Below IPO Price After HKEX Debut; Robovan Runs in Suzhou for Over Four Months

Momenta listed on the Hong Kong Stock Exchange on July 8, 2026, at an issue price of HK$295.6 per share, opening up more than 6% and reaching a market capitalisation above HK$70 billion. The shares subsequently fell below the issue price and have recently broken through HK$250. On July 27, the company announced its Robovan unmanned delivery business had been operating in Suzhou's Xiangcheng district for over four months, expanding into express and night-time delivery. Industry data shows 2025 national sales of unmanned urban delivery vehicles reached 22,000 units, with a fleet of 30,000. Momenta's technology from passenger vehicles is transferable, but the company did not disclose road-right arrangements.

Effective: +16
Intensity: 50
Confidence: 60%
Horizon: Short term