市场规模不断扩大、增长势头良好 冷链物流支撑消费升级

Core Insights - The cold chain logistics industry is experiencing steady growth, driven by increasing consumer demand for fresh seafood and other perishable goods, with a total demand of 192 million tons in the first half of the year, representing a year-on-year increase of 4.35% [2][3] - The investment in cold storage facilities is expanding, with a total investment of 22.306 billion yuan in cold storage projects in the first half of the year, marking a year-on-year increase of 7.67% [3][4] - The sales of new energy refrigerated trucks are surging, with a total of 10,548 units sold in the first half of the year, reflecting a remarkable year-on-year growth of 119.61% [5][6] Cold Chain Logistics Demand - The total demand for food cold chain logistics reached 192 million tons in the first half of the year, with a revenue of 279.94 billion yuan, up 3.84% year-on-year [2] - The logistics network is efficiently delivering fresh products, with daily shipments of up to 20,000 orders for crabs during peak seasons [2] Cold Storage Investment - The investment in cold storage projects reached 22.306 billion yuan in the first half of the year, with a total capacity of 26 million cubic meters, equivalent to approximately 10.4 million tons, an increase of 6.12% year-on-year [4] - New cold storage facilities are being developed to meet market demands, such as a 9.2 billion yuan cold storage facility in Guangdong with a capacity of over 150,000 tons [3] New Energy Refrigerated Trucks - The sales of refrigerated trucks increased by 18.19% year-on-year, with new energy refrigerated trucks accounting for 35.8% of total sales [5] - The demand for refrigerated trucks is robust, with continuous growth in transportation volume, maintaining a 20% growth rate for three consecutive months [6]