China's logistics cost-to-GDP ratio falls to 13.9% as 2030 target set at 13.1%
China's ratio of total social logistics costs to GDP fell to 13.9% in 2025, dropping below 14% for the first time, a decline equivalent to more than RMB 100 billion in logistics cost savings by economic scale. The National Development and Reform Commission and the Ministry of Transport jointly issued a logistics network construction plan targeting a ratio of 13.1% by 2030, 0.8 percentage points below the end of the 14th Five-Year Plan period.
Water networks, new-type power grids, computing networks, next-generation communications networks, urban underground pipeline networks and logistics networks make up the "six networks," which serve both as key levers for expanding domestic demand and driving effective investment, and as critical vehicles for shoring up urban and rural development shortcomings and improving people's livelihoods. Among them, the logistics network organically integrates hub nodes, backbone corridors, equipment and vehicles, rules and standards, and information and data, forming a comprehensive service network that spans regions and sectors. After years of development, China's logistics network construction already rests on a deep foundation.
In 2025, the ratio of China's total social logistics costs to GDP fell to 13.9%, dropping below 14% for the first time. Measured by the size of the economy, this decline in the ratio is equivalent to saving more than RMB 100 billion in logistics costs.
The National Development and Reform Commission and the Ministry of Transport recently jointly issued the Logistics Network Construction Implementation Plan, which proposes pushing the ratio of total social logistics costs to GDP down to 13.1% by 2030, a reduction of 0.8 percentage points from the end of the 14th Five-Year Plan period.
Why this event matters
The event has a measured impact on 6 industrys. The strongest current signal is positive for Logistics & Express Delivery, with intensity 80/100 and 75% confidence over a medium term horizon.
Logistics & Express Delivery
- Direction
- positive
- Intensity
- 80
- Confidence
- 75%
- Horizon
- Medium term
Rail Transport
- Direction
- positive
- Intensity
- 70
- Confidence
- 70%
- Horizon
- Medium term
Road Transport
- Direction
- positive
- Intensity
- 65
- Confidence
- 65%
- Horizon
- Medium term
Shipping & Ports
- Direction
- positive
- Intensity
- 65
- Confidence
- 65%
- Horizon
- Medium term
Industrial Construction
- Direction
- positive
- Intensity
- 60
- Confidence
- 60%
- Horizon
- Medium term
Municipal Utilities
- Direction
- positive
- Intensity
- 60
- Confidence
- 60%
- Horizon
- Medium term
Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.