上半年食品冷链物流业务总需求量同比增4.35%

Core Insights - The cold chain logistics industry in China is experiencing steady growth, driven by effective consumption-boosting policies and increasing demand for food cold chain logistics services [1][2] - In the first half of the year, the total demand for food cold chain logistics reached 192 million tons, a year-on-year increase of 4.35%, while total revenue for food cold chain logistics service companies was 279.94 billion yuan, up 3.84% [1] - The rise in demand is particularly notable in the context of high temperatures, which has accelerated the turnover of refrigerated goods and maintained strong consumption of fresh agricultural products [1][2] Industry Trends - The demand for urban delivery is robust, fueled by the rapid development of fresh e-commerce and chain restaurants, leading to a significant increase in the sales of light refrigerated vehicles [2] - In the first half of the year, refrigerated vehicle sales reached 29,474 units, marking an 18.19% year-on-year growth, with sales of new energy refrigerated vehicles soaring by 119.61% to 10,548 units [2] - The penetration rate of new energy refrigerated vehicles reached 35.8%, an increase of 16.5 percentage points year-on-year, supported by government subsidies and relaxed road access policies [2] Future Outlook - The development of cold chain logistics is expected to be driven by the rise of new energy refrigerated vehicles, which align with green logistics principles and contribute to carbon emission reduction [3] - Continuous market demand growth is anticipated to push cold chain logistics towards greater intelligence and precision, integrating technologies such as big data and the Internet of Things for real-time monitoring of vehicle location and temperature [3] - The expansion of fresh e-commerce and cross-border cold chain services is likely to further enlarge the cold chain logistics market, enhancing service quality and efficiency for consumers [3]