Core Insights - The cold chain logistics market in China has shown steady growth in the first half of the year, with a total demand for food cold chain logistics reaching 192 million tons, representing a year-on-year increase of 4.35% [1] - The total revenue of food cold chain logistics service enterprises reached 279.94 billion yuan, marking a year-on-year growth of 3.84% [1] Group 1: Existing Cold Chain Logistics Enterprises - There are currently 30,000 cold chain logistics-related enterprises in China [2] - More than half of these enterprises have been established for 5-10 years, accounting for 51.68% [2] - In terms of registration, 901 related enterprises have been registered this year, with a total of 1,665 expected to be registered by the end of 2024 [2] Group 2: Capital Structure of Cold Chain Logistics Enterprises - A significant portion of cold chain logistics enterprises are lightweight, with 24.03% having registered capital of less than 1 million yuan [3] - Additionally, 19.41% of enterprises have registered capital between 1 million and 2 million yuan, while 17.08% have capital between 5 million and 10 million yuan [3] Group 3: Regional Distribution of Cold Chain Logistics Enterprises - Cold chain logistics enterprises are primarily concentrated in the East China region, which accounts for 30.22% of the total [4] - The North China and Central China regions follow, with 17.69% and 15.15% of enterprises, respectively [4]

Group 1 - The core viewpoint of the article highlights the steady growth in China's cold chain logistics sector, driven by consumer demand and supportive policies [1][2] - In the first quarter, the total cold chain logistics revenue reached 2.21 trillion yuan, marking a year-on-year increase of 4.0%, while total income was 136.13 billion yuan, up 3.9% [2] - The demand for cold chain logistics is expected to continue rising in the second quarter due to seasonal consumption increases and holiday effects [7] Group 2 - The fruit and vegetable wholesale market remained stable, with vegetable transaction volumes increasing by approximately 5% year-on-year, while online retail sales of fruits and vegetables surged over 15% [4] - Investment in cold chain infrastructure, including cold storage facilities, showed a positive trend, with funding reaching 8.746 billion yuan in the first quarter, a 9.42% increase year-on-year [11] - The sales of new energy refrigerated vehicles reached 2,969 units in the first quarter, reflecting a significant year-on-year growth of 71.03% [13] Group 3 - Cross-border cold chain transportation is becoming increasingly active, with direct air routes and "train + cold chain" models facilitating the import of high-quality foreign agricultural products [14][22] - In the first quarter, the import value of fresh salmon reached 330 million yuan, a year-on-year increase of 175.1%, while fresh shrimp imports soared to 800 million yuan, up 1,099.3% [24] - Many foreign trade-oriented cold chain processing companies are diversifying their operations to adapt to changing trade environments and are increasingly focusing on domestic markets [25][31]