[Opportunity mining]9 departments to strengthen cold chain logistics planning agencies are optimistic about the development of the industry

9 departments including the Ministry of Commerce recently issued a notice on the issuance of the “Special Action Plan for the High-quality Development of Commercial Logistics (2021-2025)”. Agricultural products wholesale markets, import and export ports, and other construction and transformation of refrigerated and refrigerated storage facilities, promote the application of mobile cold storage, constant temperature refrigerated trucks, refrigerated boxes and other new cold chain facilities and equipment. Improve terminal cold chain facilities and equipment, and increase the network coverage of urban and rural cold chain facilities. Encourage qualified enterprises to develop intelligent monitoring and traceability platforms for cold chain logistics and establish a full cold chain distribution system.

Zheshang Securities pointed out that the high industrial chain coverage and high technology investment of cold chain companies in developed countries in Europe, America and Japan ensure the high quality and high efficiency of cold chains. The gap between China and developed countries in terms of infrastructure, product circulation and wastage rates shows that China The cold chain industry still has considerable room for development: (1) In 2018, the per capita cold storage capacity of urban residents in China was only 0.13 cubic meters, which was lower than the global average of 0.15 cubic meters and far lower than the US 0.49 cubic meters; (2) 2015 -In 2018, the cold chain circulation rate of China’s fruits, vegetables, meat, and aquatic products increased from 22%, 34%, and 41% to 25%, 39%, and 63%, respectively, and the spoilage rate was controlled at 15%, 8%, and 8%, respectively. Less than 10%, but there is still a gap between the average cold chain circulation rate of 80%-100% and the corruption rate of less than 5% in developed countries.

China’s cold chain industry started late but is developing rapidly, consumption upgrades continue + medical cold chain is expected in the future, optimistic about the short-term and long-term development of the industry, it is recommended to pay attention to the upstream core component suppliers Highly, Sanhua Intelligent Control, and terminal commercial refrigerator leading sea Capacity cold chain.