规模持续扩大 三季度我国冷链物流业务总需求量超1.17亿吨

Core Insights - The cold chain logistics sector in China is experiencing steady growth in the third quarter, driven by policy guidance and market demand, leading to an expansion in market size [1] Group 1: Market Demand and Growth - The total demand for food cold chain logistics in Q3 reached 117.3 million tons, a year-on-year increase of 4.72%, with growth accelerating by 0.16 percentage points compared to Q2 [4] - The total demand for food cold chain logistics in the first three quarters of the year was 309.3 million tons, reflecting a year-on-year growth of 4.49%, with an acceleration of 0.14 percentage points compared to the first half of the year [4] - Fresh e-commerce sales grew by approximately 15% year-on-year in Q3, maintaining double-digit growth, with the fastest growth seen in fruits and vegetables [3] Group 2: Revenue and Financial Performance - The total revenue of food cold chain logistics service companies in Q3 was 144.97 billion yuan, a year-on-year increase of 3.92%, with growth accelerating by 0.2 percentage points compared to Q2 [6] - The total revenue for the first three quarters of the year was 424.91 billion yuan, reflecting a year-on-year growth of 3.85%, with growth rates remaining stable compared to the first half of the year [6] Group 3: Infrastructure and Capacity - The total capacity of cold storage facilities reached 26.3 million cubic meters by the end of Q3 2025, a year-on-year increase of 7.35%, with an additional capacity of 2.5359 million cubic meters added in Q3 [8] - Cold storage construction is becoming more rational amid a backdrop of reducing excess capacity, leading to a slowdown in capacity growth [8] Group 4: Vehicle Sales and Trends - The sales of refrigerated trucks in Q3 reached 23,251 units, a year-on-year increase of 41.4%, with sales of new energy refrigerated trucks reaching 10,024 units, reflecting a year-on-year growth of 125.05% [10] - The penetration rate of new energy refrigerated trucks is expected to rise to around 40% in the fourth quarter, driven by ongoing policy support and demand for cold chain city distribution [10]