Transportation operation analysis report July 2015

In July, the main index of transportation run mixed, compared with June, passenger and cargo growth rebounded, port foreign trade throughput continue to improve the situation, but the overall port production slowdown, investment growth continued to fall, the running situation of the transportation economy is still relatively complex.

First, the smooth operation of passenger transport, railway passenger traffic continues to grow rapidly.

July, railway road and waterway passenger volume of 1 billion 900 million people, the growth rate of decline from the year of June to an increase of 0.2% to 0.8%. Among them, the railway passenger volume growth of 11.5% compared to June, up 1.8 percentage points; highway passenger volume fell 0.6%, a decline compared to June narrowed 0.8 percentage points; waterway passenger traffic fell 3.2%, a decline of 2.5 percentage points higher than in June. 1-7 months, railway road and Waterway Passenger Volume 12 billion 740 million passengers, an increase of 0.6%, of which railway, road, waterway passenger traffic grew by 9.4%, down by 0.5% and an increase of 3.7%.

Two, freight growth has picked up, but the railway is still large decline.

July, railway road and waterway freight volume of 38.5 tons, an increase of 4.1%, the growth rate rebounded by more than 0.7 percentage points in June. Among them, the railway freight volume decreased by 11.1%, a decline of more than June narrowed by 0.6 percentage points; highway freight volume increased by 5.7%, up by 0.5 percentage points; waterway freight volume increased by 4.9%, up by 1.5 percentage points. 1-7 months, the railway road and waterway freight volume of 247.6 tons, an increase of 4.2%, of which the railway freight volume decreased by 10.3%, highway, waterway freight volume increased by 6.1% and 3.5%, respectively.

Three, port production growth has slowed, foreign trade growth continued to rise.

July, more than the size of the port cargo throughput of 9.7 tons, an increase of 3.5%, the growth rate slowed by more than 0.9 percentage points in June. Sub structure, show the outside lift operation characteristics, foreign trade throughput increased by 4.7%, compared to June rose 1.8 percentage points, to continue to accelerate in June after the conversion; domestic throughput growth of 2.9%, 2.2 percentage points slower than June. 1-7 months, more than the size of the port cargo throughput of 66.5 tons, an increase of 2.8%, of which foreign trade throughput increased by 0.4% this year, the cumulative growth for the first time positive, domestic trade throughput increased by 4%.

From the key goods category, the first half of the port coal inbound foreign trade volume fell by 33.3%, the northern port coal throughput decreased 3.6%; crude oil foreign trade port volume growth of 8.8%, up 1.8 percentage points compared with the same period last year; iron ore inbound foreign trade volume fell 3.3%. 1-7 months, container throughput of 120 million 670 thousand TEU, an increase of 5.8%, accelerating 0.4 percentage points over the same period last year, the line, the first half of the line growth of 5.3%, including ASEAN, Middle East and Africa, "The Belt and Road" countries along the routes increased by 14.7%, 12.6% and 16.1%, U.S. Route 6.8% growth, but in Europe, Japan routes were decreased by 0.3% and 4.6%.

Four, fixed asset investment platform to maintain high growth.

1-7 months, railway road and waterway investment in fixed assets 12089 yuan, an increase of 8.4%, the growth rate slowed down by the first half of 2 percentage points. Sub structure, railway investment 319 billion 500 million yuan, an increase of 8.1%, the growth rate slowed down compared to the first half of 4.6 percentage points; the highway construction investment 803 billion 600 million yuan, an increase of 9%, down 1.2 percentage points, of which the general national and provincial rural highway, investment growth of 12.5% and 9.8% respectively; the water transportation construction investment 76 billion 900 million yuan, an increase of 1.4%, slowing down 0.5 percentage points. Regional perspective, the central and western regions of highway and waterway fixed asset investment grew by 13.2% and 8.6%, respectively, significantly higher than the eastern region of the province of 5.2%.

Five, dry bulk freight rates have rebounded, but the overall freight rate is still low.

July, the Baltic dry bulk freight index (BDI) average value of 975 points, an increase of 39.5%, an increase of 22.6%. Crude oil, container market price index continued to decline, the Baltic crude oil freight index (BDTI) and Chinese container freight index (CCFI), which were respectively 842 and 819, the chain fell 11.4% and 2.2%, an increase of 1.5% and down 25%. China Federation of logistics and purchasing released data show that in July China logistics industry sentiment index was 52.2%, and the chain fell 3.5 and 4.6 percentage points, the average price index for 1038 China highway logistics chain, and an increase of 4.4% and 2.2%.