New Quality Productive Forces in Mid-Year Reports: How High-Growth Industries Are Reshaping Warehousing and Logistics Demand

The 2025 mid-year reporting season has concluded, revealing standout data: NEV sales reached 6.937 million units in H1, up 40.3% YoY*. Retail accelerated its online-offline integration, with total sales hitting 24.5458 trillion yuan, a 5.0% increase, and online sales growing 8.5%*. High-end equipment manufacturing also saw robust performance, with many companies reporting significant order growth and expanding capacity. This growth is not incidental but reflects the rapid formation of "New Quality Productive Forces."

As demand in these sectors expands, a critical yet often overlooked segment has emerged—logistics and warehousing infrastructure, now facing unprecedented upgrade challenges.

01 Common Needs Highlight New "Warehousing Standards" for High-Growth Industries

Analysis of these high-growth companies reveals three common warehousing requirements that extend far beyond basic storage:

New Energy & High-End Manufacturing: Extreme Demands on "Hardware Capability"

EV battery storage requires continuous, stable high-power supply, high safety redundancy, meticulous management, and rapid emergency response. High-end manufacturing, especially for heavy equipment and dense components, demands extremely high floor load capacity. However, traditional warehouses, often plagued by low fire safety standards, inefficient management, insufficient power capacity, low clear height, and inadequate floor loading, have become bottlenecks to scaling.

Retail: The Challenge of "Efficient Fulfillment & Flexible Storage"

The retail sector is deeply engaged in omnichannel competition. Consumer demand for "same-day" or "next-day" delivery forces warehouses to enable highly efficient sorting and rapid dispatch. Furthermore, diverse product categories—from perishables and general merchandise to seasonal hits and long-tail items—require sophisticated storage zoning and flexible racking configurations.

Cross-Industry Need for "Forward-Looking Design"

High-growth industries evolve rapidly. Warehouses that only meet current needs may become obsolete in a year or two. Thus, whether to reserve upgrade space and adapt to future capacity expansion has become the core demand for enterprises when choosing warehousing.

02 From "Space Provider" to "Supply Chain Partner": How Can Warehousing Match New Quality Productive Forces?

The traditional 'space rental' model falls short. Logistics infrastructure providers must shift from being passive responders to proactive predictors, becoming trusted partners within corporate supply chains. In this context, Forest Logistics Properties has positioned itself through forward-looking design and high-standard hardware.

For new energy clients, we plans for ample power capacity from the outset, provides 24/7 property services, and strictly adheres to Class C-II fire safety standards. CATL's battery component business, for instance, operates from Forest Jinan EDZ Logistics Park—where "zero-tolerance" safety standards and strategic location underpin high-quality battery storage and enhance regional supply chain efficiency.

For high-end equipment manufacturers, The logistics park's hardware delivers breakthrough specs: 9m clear heights support automated storage systems; 1.3m hydraulic levelers and multiple loading bays ensure efficient goods movement; high-strength, dust-proof, wear-resistant concrete floors with 2-3 T/sqm load capacity easily store heavy equipment and protect precision components.

Serving retail, our parks enjoy prime locations near key consumption hubs, logistics centers, and pivotal cities accessing lower-tier markets. With a presence in 23 major Chinese cities, we helps companies achieve rapid turnover and cost efficiency. For example, Yonghui Superstores' East China distribution center, located at Forest Shaoxing Binhai Logistics Park near Hangzhou, Ningbo, and Shanghai, connects seven core consumer markets in the Yangtze River Delta, with quick access to multiple highways within two hours.

Facing future growth and market uncertainty, Forest Logistics Properties offers flexible lease terms and scalable space options, allowing clients to expand as required.

As New Quality Productive Forces continue to evolve, this "partnership" approach to warehousing will be vital for more enterprises pursuing high-quality development.

*1: Data from China Association of Automobile Manufacturers

*2: Data from National Bureau of Statistics