冷链物流运行稳中有升 市场规模持续扩大

Core Insights - The cold chain logistics industry in China has shown steady growth in the first half of the year, driven by effective consumption-boosting policies and increasing demand [1] - Total demand for food cold chain logistics reached 192 million tons, a year-on-year increase of 4.35%, while total revenue for cold chain logistics service companies was 279.94 billion yuan, up 3.84% [1] - The industry is characterized by stable demand, expanding scale, and structural adjustments, particularly with the rise in fresh agricultural products during the consumption peak [1] Market Dynamics - The rapid development of fresh e-commerce and chain restaurants has led to strong demand for urban delivery, resulting in a significant increase in the sales of light refrigerated vehicles [1] - The sales of refrigerated vehicles reached 29,474 units, marking an 18.19% year-on-year growth, with new energy refrigerated vehicle sales soaring by 119.61% to 10,548 units [1] - 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 [1] Cost Efficiency - New energy refrigerated vehicles have an average cost that is 5% to 10% lower than traditional fuel vehicles, contributing to their growing adoption in the market [1]