Core Insights - The seafood market is thriving, with a robust cold chain logistics network ensuring fresh delivery to consumers, supported by increased investment in cold storage and refrigerated vehicles [1][2]. Cold Chain Logistics Demand - The total demand for food cold chain logistics reached 192 million tons in the first half of the year, representing a year-on-year growth of 4.35% [2]. - The total revenue for food cold chain logistics service companies was 279.94 billion yuan, an increase of 3.84% year-on-year [2]. - The growth momentum of the food cold chain logistics industry is strong, with enhanced resilience as fresh products enter the consumption peak season [2]. Cold Storage Investment - Investment in cold storage projects amounted to 22.306 billion yuan in the first half of the year, reflecting a year-on-year increase of 7.67% [4]. - The total capacity of cold storage (public food cold storage) reached 260 million cubic meters by the end of June, equivalent to approximately 104 million tons, which is a 6.12% increase year-on-year [4]. - A new "super cold storage" facility in Guangdong, with an investment of 920 million yuan and a capacity exceeding 150,000 tons, has been put into operation to enhance cold chain logistics in the region [3]. Refrigerated Vehicle Sales - Sales of refrigerated vehicles reached 29,474 units in the first half of the year, marking an 18.19% increase year-on-year, with sales of new energy refrigerated vehicles at 10,548 units, up 119.61% [5]. - The penetration rate of new energy refrigerated vehicles reached 35.8%, an increase of 16.5 percentage points year-on-year [5]. - The demand for refrigerated vehicles remains high, with continuous growth in transportation volume, maintaining a 20% growth rate for three consecutive months [6].
市场规模不断扩大，增长势头良好，韧性进一步加强 冷链物流支撑消费升级（经济聚焦）
Ren Min Ri Bao·2025-10-13 22:13