经济聚焦｜冷链物流支撑消费升级

Core Insights - The cold chain logistics market is experiencing steady growth, with a total demand of 192 million tons in the first half of the year, representing a year-on-year increase of 4.35% [3] - The total revenue of food cold chain logistics service companies reached 279.94 billion yuan, up 3.84% year-on-year [3] - Investment in cold storage projects amounted to 22.306 billion yuan in the first half of the year, reflecting a year-on-year growth of 7.67% [4] - The total capacity of cold storage facilities reached 260 million cubic meters, equivalent to approximately 104 million tons, marking a 6.12% increase year-on-year [5] - Sales of refrigerated vehicles surged, with a total of 29,474 units sold in the first half of the year, a year-on-year increase of 18.19%, and sales of new energy refrigerated vehicles reached 10,548 units, up 119.61% [6] Cold Chain Logistics Demand - The demand for food cold chain logistics is robust, with significant activity in the transportation of live crabs and other seafood, ensuring freshness through modern logistics practices [2][3] - Companies are implementing pre-cooling processes to minimize transportation losses and maintain product quality [2] Cold Storage Investment - The construction and modernization of cold storage facilities are accelerating, driven by government planning and market demand [4] - A notable project includes a 9.2 billion yuan cold storage facility in Guangdong, which enhances the logistics capabilities for seafood and tropical fruits [4] Refrigerated Vehicle Sales - The market for refrigerated vehicles is expanding rapidly, particularly for new energy models, which are increasingly favored due to policy support and growing urban delivery needs [6][7] - The penetration rate of new energy refrigerated vehicles has reached 35.8%, an increase of 16.5 percentage points year-on-year [6] Technological Advancements - Cold storage facilities are adopting IoT technology for real-time monitoring and dynamic control of temperature and humidity, ensuring optimal conditions for stored goods [5] - Automation in operations is enhancing efficiency in the handling and distribution of perishable goods [5]