Core Insights - The logistics industry in China is focusing on "digital intelligence" and "green transformation" as key paths for development, highlighted in the report released at the 40th Logistics Industry High-Quality Development Conference [1] - The construction of a modern and efficient cold chain logistics system is identified as crucial for ensuring people's livelihoods, promoting domestic demand, and revitalizing rural areas [1] Industry Development and Network Capability Construction - National policies such as the "14th Five-Year Plan for Cold Chain Logistics Development" have provided systematic and standardized development directions for the industry, emphasizing the need for a cold chain logistics infrastructure network to reduce agricultural product losses and ensure food safety [5] - Major cold chain companies are enhancing their national network layouts, with Huading Cold Chain Technology establishing a three-tier warehouse network (Central Warehouse, Regional Warehouse, and Front Warehouse) to improve logistics efficiency and resource allocation [7] Model Exploration and Technology Application Practice - The industry is actively exploring innovative models and technology applications to enhance service quality and efficiency [8] - Companies like Huading Cold Chain Technology are transitioning from being mere logistics service providers to integrated supply chain solution providers, offering services that include supply chain planning, inventory management optimization, and delivery route design [10] - The concept of resource sharing is being proposed to address long-standing issues of uneven resource distribution and low utilization rates, with Huading Cold Chain sharing its storage and transportation resources with industry partners [10] Technology Application - Digital intelligence is becoming a key driver for the development of cold chain logistics, with the application of IoT and big data technologies becoming increasingly common [12] - Huading Cold Chain Technology's "Huading Snow Leopard Digital Model" optimizes warehouse operations and transportation routes through data analysis and real-time information integration, aiming to reduce empty runs and optimize loading rates [12] Future Outlook - The dual certification awarded to Huading Cold Chain Technology reflects a broader trend in the industry, where rising consumer expectations and policy support are driving demands for higher service quality, coverage, and operational efficiency [13] - Future competition in the industry is expected to focus on refined operations, technological empowerment, and green low-carbon development, with companies that effectively integrate network resources and continuously optimize operational efficiency likely to seize more opportunities in the new phase of high-quality development [15]

Core Insights - The development of cold chain logistics in China is being redefined by new infrastructure initiatives, particularly by Shenzhen International, which is a leading logistics operator in the Guangdong-Hong Kong-Macao Greater Bay Area [1] - Shenzhen International is aligning its strategies with national logistics planning, focusing on building a robust cold chain infrastructure through new constructions, acquisitions, and operational improvements [1] Group 1: Infrastructure Development - Shenzhen International has implemented a "water-land-air-rail + intelligent cold chain" strategy since 2019, investing in multiple cold chain logistics parks in key cities such as Shenzhen, Shanghai, Nanjing, Tianjin, Shijiazhuang, and Chengdu [1] - The cold storage facilities in the Shenzhen Li Guang project cover an area of approximately 50,000 square meters, including a frozen warehouse with 29,261 slots and a refrigerated warehouse with 4,376 slots [3] - The Nanjing Jiangning project features a cold storage area of about 29,000 square meters and a dry warehouse of 3,100 square meters, equipped with over 30,000 pallet positions [5] - The Shijiazhuang Zhengding project has a total construction area exceeding 100,000 square meters, with a pharmaceutical and food cold storage area of about 70,000 square meters [7] Group 2: Operational Strategy - Shenzhen International employs a "self-operated + cooperative" dual-track model to enhance its cold chain operational capabilities [9] - The company has established a cold chain operation team in projects like Shijiazhuang Zhengding and Chengdu Qingbaijiang, while also forming a joint venture with Wanwei Logistics to enhance service offerings [11] Group 3: Technological Integration and ESG - Shenzhen International integrates ESG principles into its operations, responding to national policies on cold chain logistics intelligence [12] - The Shenzhen Li Guang project features a smart management system that allows for precise temperature control within ±0.5°C and real-time monitoring of temperature and humidity [14] - The Nanjing Jiangning project utilizes photovoltaic systems to reduce carbon emissions by over 1,000 tons annually and includes charging stations for new energy vehicles [14] Group 4: Policy Support and Market Opportunities - The national development and reform commission has introduced policies to support cold chain logistics as a key area of focus, with nearly 500 billion yuan allocated for major projects since 2025 [15] - The establishment of national backbone cold chain logistics bases is progressing, with the goal of creating 100 such bases as part of the "14th Five-Year Plan" [16] - Shenzhen International is positioned to seize historical development opportunities in the cold chain logistics sector due to favorable policy support [16]