八月的锡林郭勒草原，碧草连天，牧歌悠扬。在蒙古包旁放置热气蒸腾的铜炉火锅，牛羊肉的醇厚香气 随风弥漫在辽阔的草原上——这才是秋天该有的样子。 8月8日，内蒙古第二届草原涮肉产业品牌推介会在锡林浩特市隆重举行。现场游客们围坐一起，夹着鲜 嫩的牛羊肉在铜锅里翻滚，搭配各式各样的调料，每一口都吃得津津有味、赞不绝口。除了草原火锅涮 肉品鉴外，本次活动还安排内蒙古特色产品展销、涮肉美食"技艺"比拼等多项精彩环节，为内蒙古草原 涮肉产业的发展掀开崭新一页。 "快"字为先，是对效率的极致把控。 在运力保障方面，顺丰打造"全货机+散航资源+鄂州枢纽"的天网体系，通过持续发挥机队优势、航网 优势，并在内蒙古投入多架专属全货机，为当地优质牛羊肉的产销提供高效专业的航空运输服务。同 时，顺丰还在内蒙古核心产区加密布局冷链专线和定制化运输方案，实现了锡林郭勒至全国重点城市的 稳定次日达、隔日达服务，让千里之外的消费者也能同步品尝到"草原第一鲜"。 随着互联网技术的普及与直播电商的兴起，很多牛羊肉的订单都在线上产生;而物流业也应与时俱进， 帮助生鲜客户构建数字时代的供应链生态，从而撬动更具想象力的消费空间。针对线上订单分散、配送 时 ...

Group 1 - The core viewpoint of the article emphasizes the shift in consumer preferences towards high-quality, personalized, and functional agricultural products, leading to the introduction of new consumption scenarios [1] - The Ministry of Agriculture and Rural Affairs and other departments have jointly issued the "Implementation Plan for Promoting Agricultural Product Consumption," which includes 23 specific measures across 9 areas to adapt to new consumption trends [1][2] - The plan aims to optimize supply, innovate circulation, and activate the market to create growth points and expand new spaces in agricultural product consumption [1][2] Group 2 - The focus on optimizing supply includes enhancing the quality of agricultural products, promoting new processing products, and developing convenient, nutritious options to meet the demands of younger consumers [2] - The quality safety monitoring rate of agricultural products has remained high at 97.9% in the first half of the year, with significant increases in the certification of green and organic products [2] - The plan also highlights the importance of local specialty foods and the integration of food processing with agricultural production to boost consumption [3] Group 3 - The establishment of an efficient circulation system is crucial for reducing losses and improving the quality of agricultural product consumption, with a focus on enhancing the cold chain logistics network [4][5] - The annual consumption scale of fresh agricultural products in China reaches 10 billion tons, emphasizing the need for robust logistics support [4] - The Ministry of Agriculture is actively working on improving cold chain logistics at the production level, with significant increases in cold storage capacity [5] Group 4 - To activate the market, the plan encourages the integration of agriculture, culture, and tourism, promoting new consumption experiences and expanding sales channels [6][7] - The leisure agriculture sector is projected to generate nearly 900 billion yuan in revenue by 2024, indicating a growing trend in experiential consumption [6] - Various promotional activities, such as the "Chinese Farmers' Harvest Festival," are expected to drive significant agricultural product consumption [7]

直达班轮抵达英国南部和鹿特丹港后，货物可通过Samskip的转运分拨系 统快速配送至挪威、瑞典、芬兰、波兰及波罗的海国家。从阿加迪尔启运的货 物至爱尔兰全程可在6天内完成交付。 为保障运营，Samskip与摩洛哥水果协会签署长期协议，旨在强化摩农业 出口通道。该航线是目前唯一能满足摩洛哥蔬菜运输时效要求的近海集装箱线 路。 （原标题：Samskip开通摩洛哥至英国、荷兰冷链航线） 摩洛哥《晨报》8月6日报道，欧洲物流企业Samskip近日发布声明，宣布 开通连接摩洛哥阿加迪尔港、卡萨布兰卡港与英国、荷兰的集装箱航线，为北 非和欧洲之间提供最快捷的新鲜农产品冷链运输服务。 ...

Financial Data and Key Metrics Changes - The company reported an 8% growth in AFFO per share, while total revenue increased modestly by 1% and adjusted EBITDA decreased by 2% due to challenging market dynamics [8][9][28] - The annual AFFO per share guidance was reduced to a range of $3.2 to $3.4 from the previous range of $3.4 to $3.6 [9][16] - Adjusted EBITDA guidance was revised down to a range of $1,290 million to $1,340 million from $1,350 million to $1,400 million [16][17] Business Line Data and Key Metrics Changes - The Global Warehousing segment experienced a 4% decline in total NOI to $367 million, with same warehouse revenue down 3% [23] - The Global Integrated Solutions segment saw a 2% increase in revenue to $380 million and an 8% increase in NOI to $68 million, with an NOI margin improvement of 100 basis points to 17.9% [25] Market Data and Key Metrics Changes - Same warehouse NOI was down 6% year over year, reflecting elevated inventory levels from the previous year [9] - The company noted a sequential improvement in same store NOI from $336 million to $343 million during Q2 [9] Company Strategy and Development Direction - The company is focused on driving competitive differentiation through customer success, leveraging network effects, and enhancing warehouse productivity [19][20] - The rollout of the LINO F technology is expected to accelerate, with double-digit productivity improvements already observed [11][21] - The company aims to consolidate facilities in markets with excess capacity to drive higher occupancy and efficiency [20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the core business despite current market challenges, citing high food prices, interest rates, and tariff impacts as ongoing concerns [9][12] - The company anticipates a seasonal uplift in occupancy in the second half of the year, although it has adjusted expectations for the magnitude of this uplift [14][33] - Management emphasized the importance of internal initiatives and customer relationships in driving future growth [87][90] Other Important Information - The company completed a $500 million investment-grade bond offering, which has been well received by investors [11][27] - The company has deployed $535 million in growth capital, including agreements with Tyson Foods and smaller acquisitions [11] Q&A Session Summary Question: Why did the company not revise guidance earlier despite tracking well? - Management indicated that occupancy guidance changed due to a delay in typical seasonal uplift, which was observed later than usual [31][33] Question: What are the arguments for low occupancy and throughput? - Management noted that high food prices and value-seeking behavior from consumers are impacting inventory levels, which have been under pressure for years [35][36] Question: Can you provide updates on the LINOS pilot program? - Management reported double-digit productivity improvements across the six implemented LINOS sites, with plans for broader rollout [40][41] Question: What is driving the AFFO decline expected in Q3? - The decline is primarily attributed to maintenance CapEx seasonality, with expectations for increased occupancy and same store NOI [89][109] Question: How does the company view inventory levels going forward? - Management believes inventories are at a low point but does not expect significant improvement in the short term due to ongoing consumer pressures [82][84]

Core Viewpoint - The article highlights the efficiency and significance of Tianjin Port as a major hub for cold chain logistics, facilitating the rapid import and distribution of fresh produce and meat products to the Beijing-Tianjin-Hebei region. Group 1: Cold Chain Logistics Infrastructure - Tianjin Port has established a large cold storage facility, described as a "big refrigerator," with a capacity of 50,000 tons and a storage volume of approximately 48,000 tons, achieving a utilization rate of over 90% [2] - The cold storage is divided into refrigerated and frozen sections, with temperatures maintained between 0-1 degrees Celsius for refrigeration and below -18 degrees Celsius for freezing, catering to various fresh produce storage needs [2] - The cold storage employs smart management systems utilizing IoT and big data to monitor temperature, humidity, and inventory in real-time, ensuring product quality [2] Group 2: Product Variety and Market Reach - The cold chain at Tianjin Port handles a diverse range of products, including over a hundred types of cold chain products, with an annual throughput of millions of tons, accounting for about 30% of the national meat import volume [3] - The port's strategic location and extensive transportation network, with 147 container shipping routes and 120 inland marketing centers covering 14 provinces, enhance its role as a key player in the import of fresh food [3] Group 3: Operational Efficiency - The port has improved operational efficiency through information-sharing mechanisms among customs, port, and logistics companies, reducing the handling time for a container of cherries to under 20 minutes and ensuring delivery to major markets within 5 hours [4] Group 4: Future Developments - Tianjin Port is advancing its cold chain logistics capabilities by adopting automated storage systems, unmanned forklifts, and intelligent sorting systems to enhance storage capacity and operational efficiency [5] - The port is exploring cold chain logistics financial services to support upstream and downstream enterprises, aiming to expand the cold chain market [5] - There is a focus on introducing and nurturing high-end dairy products and biopharmaceuticals within the cold chain logistics sector to meet growing consumer demands [5]

Core Insights - The article highlights the rapid logistics and cold chain capabilities of Tianjin Port, which efficiently delivers imported frozen meat and fresh produce from South America to the Beijing-Tianjin-Hebei region within 24 hours [1][4]. Group 1: Cold Chain Infrastructure - Tianjin Port has established a significant cold storage capacity, with a cold storage facility capable of holding 50,000 tons and currently storing approximately 48,000 tons, achieving over 90% capacity utilization [2]. - The cold storage is divided into refrigerated and frozen sections, with temperatures maintained between 0-1 degrees Celsius for refrigeration and below -18 degrees Celsius for freezing, catering to various fresh produce storage needs [2]. Group 2: Product Variety and Volume - The cold chain at Tianjin Port handles a diverse range of products, including hundreds of types of cold chain products, with an annual throughput of several million tons, accounting for about 30% of the national meat import volume [3]. - The facility stores a variety of global fruits and meats, including cherries from Chile, durians from Thailand, and beef from Brazil, showcasing the extensive product range available [3]. Group 3: Strategic Advantages - Tianjin Port's strategic location as the largest comprehensive port in northern China provides a robust transportation network with 147 container shipping routes connecting globally and 120 inland marketing centers covering 14 provinces [3]. - The cold chain logistics industry is expanding, with various companies establishing operations in the East Jiang Port area, enhancing the integration of port, industry, and city development [3]. Group 4: Operational Efficiency - The port has implemented an information-sharing mechanism among customs, port, and logistics companies, reducing the handling time for a container of cherries to under 20 minutes and ensuring delivery to major markets within 5 hours [4]. Group 5: Future Developments - Tianjin Port is advancing its cold chain logistics by adopting automated storage systems, unmanned forklifts, and smart sorting systems to enhance storage capacity and operational efficiency [5]. - The port is also exploring cold chain logistics financial services to support upstream and downstream enterprises, aiming to expand the market for high-end dairy products and biopharmaceuticals [5].

早上到港，下午入库，转天上架……炎炎夏日，每天上百吨冷藏冻肉从阿根廷、智利远渡重洋抵达天津 港后，24小时内便被配送至京津冀主要市场。 货值高、运距长，美味从源头直达餐桌，连接产销两地的密集航线必不可少，漂洋过海后的极速"锁 鲜"同样重要。 "天津港港区集聚了一批冷库园区，就像是一个巨大的'冰箱'，为进口水果、肉类、水产品等提供理想 的储存环境。"天津港集团有关负责人介绍，像南美车厘子集中上市季，约3万吨鲜果在此中转，确 保"上桌"后仍然色泽红润、口感脆甜。 "大冰箱"长啥样？ 高空俯瞰，一片片无窗密闭、集中分布的白色建筑，便是港区冷库。在天津港远海供应链公司园区，冷 库库容达5万吨，储存货物约4.8万吨，库容率达九成以上。 走近细看，"大冰箱"分为冷藏和冷冻两区。冷藏区温度一般控制在0到1摄氏度，冷冻区则在零下18摄氏 度以下，可满足不同生鲜的储存需求。不仅如此，冷库还配备了智慧管理系统，通过物联网、大数据等 技术，库内温度、湿度、货物库存等信息实时更新。一旦出现异常，可及时发出预警，确保货物品质。 "大冰箱"里有什么？ "肉类产品是这里的一大特色。"园区副总经理赵旭介绍，据统计，目前天津口岸冷链产品品类超 ...

产业集聚：实施"综合物流质效提升"计划，打造冷链"强磁场" 为推动港务区现代物流产业驶上发展快车道，港务区围绕现代物流产业链持续推进强链、延链、补链， 全力招引培育现代物流企业，不断强化物流产业集聚。近年来，港务区以"新双百"计划为引领，2023年 新增综合物流企业118家，营收超75亿元；2024年推出"一镇一特色、一街一聚焦"特色指标，制定"十项 重点任务"，全面推进枢纽经济新高地建设；2025年，港务区深入实施综合物流质效提升年计划，加大 龙头企业扶持，加强优势载体建设，加快企业月度入规培育，着力打造一批体量大、运营好、质态优的 枢纽偏好型龙头企业。 七月的徐州，骄阳似火。在"一带一路"倡议与淮海经济区协同发展的双重机遇下，徐州淮海国际港务区 (以下简称：港务区)正以冷链物流为笔，勾勒出一幅贯通南北、链接全球的现代物流新版图。从首次开 通的中欧班列冷链专线到智慧物流平台的无缝衔接，从特色农产品集散到医药冷链的精准配送，一张覆 盖生产储运销售全链条的现代物流网络，正在为区域协同发展打开全新维度。 顶层设计：立足区位优势，构建冷链"新枢纽" 徐州作为"一带一路"节点城市、国家物流枢纽承载城市，依托淮海经济区 ...

民营经济是推进中国式现代化的生力军，是高质量发展的重要基础。国家税务总局河北省税务局近日发 布数据显示，今年上半年，全省民营企业新办经营主体数量、民营企业采购信息化设备金额、民营企业 高技术产业销售收入均大幅增长，展现出河北省民营经济发展的强劲势头。 35.01%：新办民企数量大幅增加 税务登记数据显示，今年上半年，河北省民营企业新办涉税经营主体数量同比增长35.01%，民营企业 创业热情高涨。 在沧州任丘市，河北胜德汽车配件有限公司生产车间内一片繁忙景象。这家主营交通设备制造的民营企 业，成立仅4个月时间，销售额就突破了600万元。公司负责人刘伟晨介绍，公司已实现生产全流程自主 化自动化，汽车配电控制系统产品凭借高强度、耐腐蚀、绝缘性等方面的优势，市场占有量稳步提升。 今年上半年，沧州市新办民营企业44109家，较去年同期增长近60%。 在邢台，河北森焱垚汽车零部件有限公司开业3个多月的时间就实现了"开门红"，销售收入超过190万 元。"企业开办之初，我们各项工作面临的压力都很大。税务部门推出的'新办企业套餐式服务'，帮助我 们一天之内就完成了新办企业涉税事项的办理，让我们能集中精力抓紧生产、开拓市场。"公 ...

对沿海区域GDP贡献率超15% 万吨级以上深水泊位达217个 福建港口经济驶入"大船大港"时代 交通运输部规划研究院近日发布的《2024年度中国海港城市港口经济发展报告》显示，2024年，福建沿 海地区港口经济增加值达到7568亿元，占到全国海港城市港口经济总量的11.3%，贡献度稳居全国前 三，仅次于长三角与广东省。福建省港口经济对沿海区域GDP的贡献率高达15.3%，在全国居领先位 置。 这是福建向海图强的生动写照。从昔日舳舻寥落、深水泊位空白、年吞吐量不足30万吨的简陋码头，到 如今217个万吨级以上深水泊位星罗棋布、巨轮云集、货通全球的东南沿海世界级港口群，福建已然迈 入"大船大港"时代，驱动八闽大地扬帆远航。 港通天下 海丰集运厦门分公司市场部经理范协辉说，依托"丝路海运"的高效运作，其厦门—马尼拉电商快线仅停 靠两港，海运时间压缩至惊人的2天，效率全球领先。 一声激昂的汽笛划破长空，"海丰横滨"轮靠泊海天码头，厦门港迎来了全新东南亚航线CPX7的首 航。"这填补了厦门港直达菲律宾伊洛伊洛港的航线空白，精准对接了中菲间蓬勃增长的电子产品和消 费品出口需求。"海天码头操作部经理助理林嘉颍说。 今年以来 ...