7月23日，大盘全天冲高回落，上证指数涨0.01%，深证成指跌0.37%，创业板指跌0.01%，A股全天成交1.9万亿元。雅江水电概念今日出现分化。 建材ETF（159745）收盘大跌5.61%，基建ETF（159619）收盘大跌4.51% | BEELIF | | 159618 | | --- | --- | --- | | 1.058 | | -0.050 -4.51% | | | SZSE CNY 15:00:06 闭市 | 10 + | | 净值走势 | | 国泰中证基建ETF | | 委比 | 15.70% 委差 | 4722 | | 灰石 | 1.063 | 237 | | 卖四 | 1.062 | 1041 | | 卖三 | 1.061 | 5370 | | 定 | 1.060 | 3388 | | 卖 | 1.059 | 2645 | | 买 | 1.058 | 6002 | | 乖二 | 1.057 | 10858 | | ···· | 1.056 | 275 | | 买四 | 1.055 | 267 | | 买五 | 1.054 | 1 | | 总量 | 239.14万 换手 | 60.8 ...

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]