2024东南亚冷链物流发展机遇与挑战研究报告

Industry Investment Rating - The report highlights the significant growth potential of the Southeast Asian cold chain logistics market, driven by increasing demand for fresh food, pharmaceuticals, and other perishable goods [61][62] Core Viewpoints - Southeast Asia is emerging as a key region for cold chain logistics development, with rapid economic growth, increasing trade with China, and a growing middle class driving demand for cold chain services [12][17][30] - The region's cold chain infrastructure is still underdeveloped, presenting both challenges and opportunities for investment and expansion [64][66] - Chinese companies are actively expanding into Southeast Asia, leveraging their expertise in cold chain logistics and taking advantage of regional trade agreements like RCEP [15][16] Overseas Cold Chain Logistics Development Direction - Policy guidance emphasizes the dual-circulation development strategy, integrating domestic and international markets to attract global resources [4][5] - The Belt and Road Initiative has significantly boosted infrastructure development and trade connectivity, creating new opportunities for cold chain logistics [7][8] - RCEP implementation is expected to further enhance trade liberalization and facilitate cross-border cold chain logistics [10][11] Southeast Asia Regional Overview - Southeast Asia is a strategic hub for global trade, with countries actively developing logistics hubs and modernizing their transportation networks [18][28] - The region's GDP is growing rapidly, with ASEAN countries collectively becoming one of the fastest-growing economic regions globally [19][20] - Agriculture and manufacturing are key industries, with logistics being prioritized in countries like Thailand, Singapore, and the Philippines [24][26] China-Southeast Asia Trade and Cold Chain Logistics - ASEAN has become China's largest trading partner, surpassing the EU and the US, with significant trade in agricultural products, seafood, and medical supplies [30][33][38] - Cold chain logistics is crucial for the trade of perishable goods like tropical fruits, seafood, and pharmaceuticals, with increasing demand for efficient and reliable cold chain services [34][36][40] Southeast Asia Cold Chain Logistics Status - The region's cold chain infrastructure is uneven, with significant gaps in technology, equipment, and information systems, creating opportunities for investment and improvement [64][66] - Local cold chain logistics providers are fragmented, with small-scale operations dominating the market, while international players are beginning to enter the region [68][69] - The market is expected to grow rapidly, driven by rising consumer demand, e-commerce expansion, and the development of new cold chain logistics models [61][62] Cross-Border Cold Chain Logistics Trends - The cold chain logistics ecosystem is evolving, with a focus on ecological, diversified, green, and digital development [71][72] - Chinese companies are encouraged to adopt localized strategies, leveraging existing resources and partnerships to establish a strong presence in Southeast Asia [73][74] - Digitalization is seen as a key driver for improving the efficiency and quality of cross-border cold chain logistics, with opportunities for early movers to establish a competitive advantage [75][76] Support and Guarantee Systems - Policy support, infrastructure development, and talent cultivation are essential for the sustainable growth of cross-border cold chain logistics [77][78][82] - The report emphasizes the importance of building a robust cold chain logistics network, improving customs clearance efficiency, and fostering international cooperation [80][81]