Core Points - The National Development and Reform Commission has announced a new batch of 19 national backbone cold chain logistics bases, enhancing the infrastructure across 17 provinces, including Jilin, Henan, and Guizhou, with a notable first-time establishment in Tibet [1][11] - These logistics bases aim to improve the integration of regional agricultural products into the national market, particularly benefiting the southwest's specialty products [3][5] - The cold chain logistics network is expected to significantly reduce transportation losses, with a reported 80% decrease in loss rates for certain products like lychee due to improved logistics [12] Group 1: Infrastructure Development - The newly established cold chain logistics bases will serve as demonstration projects, facilitating the upward movement of specialty agricultural products and enhancing urban consumption [5][11] - The cold chain logistics backbone network has been largely established, connecting production, circulation, and consumption spaces through a "four horizontal and four vertical" structure [9][11] Group 2: Technological Innovation - The bases will leverage advanced technologies such as smart sorting and logistics robots to drive innovation in cold chain logistics [5][9] - The implementation of AI algorithms for real-time monitoring of temperature and order volumes in cold chain vehicles is enhancing operational efficiency [15] Group 3: Market Integration - The initiative aims to create a public service platform for cold chain logistics, promoting international trade in cold chain products [9][11] - The integration of cold chain logistics with modern agriculture and product processing industries is prioritized to foster coordinated development [9][11] Group 4: Future Outlook - The National Development and Reform Commission plans to further promote the construction of the 105 national backbone cold chain logistics bases, aiming to reduce overall logistics costs in society [17]

Core Viewpoint - The National Development and Reform Commission (NDRC) has announced a new batch of 19 national backbone cold chain logistics bases, enhancing the cold chain logistics network and supporting the digital and green transformation of the industry [1][2]. Group 1: Cold Chain Logistics Network Development - The inclusion of 19 new cold chain logistics bases will increase the total number of national backbone cold chain logistics bases to 105, achieving full coverage across all 31 provinces, regions, and municipalities in China [1][2]. - This expansion will optimize spatial layout and support the construction of the "four horizontal and four vertical" national cold chain logistics backbone channel network, promoting the scale, intensification, organization, and networking of cold chain logistics [1][2]. Group 2: Meeting Consumer Demand - The new bases will play a core organizational role in the cold chain logistics network, facilitating the integration of urban and rural cold chain networks and enhancing the flow of specialty agricultural products to urban areas [1][2]. - These bases will effectively support the consumption of high-quality fresh produce in urban areas, addressing the needs of upgrading consumer demand [1][2]. Group 3: Digital and Green Transformation - The bases are actively promoting the digital upgrade of existing cold chain logistics facilities, incorporating technologies such as automated storage, intelligent sorting, logistics robots, and temperature monitoring [2]. - For instance, the Hangzhou cold chain logistics base is developing a "smart trading market" and has implemented a 29,000 square meter rooftop photovoltaic system, integrating solar power generation, storage, and charging [2]. Group 4: Domestic and International Connectivity - The new cold chain logistics bases will leverage geographical and industrial advantages to build two major cold chain logistics systems that serve domestic production and sales as well as international trade [2]. - This initiative aims to facilitate the dual circulation of cold chain logistics both domestically and internationally [2]. Group 5: Future Development Plans - The NDRC plans to guide local authorities in advancing the construction of national backbone cold chain logistics bases, enhancing the scale, intensification, organization, and networking of the cold chain logistics system [3]. - This effort aims to effectively enhance the value chain of cold chain products and support the upgrading of urban and rural residents' consumption [3].

来自湖南长沙的冷冻食品交易和冷冻仓储服务综合服务平台红星冷链，于2025年4月25日在港交所递交 招股书，拟香港上市。近日中国证监会国际司对红星冷链出具补充材料要求： 六、请说明本次拟参与"全流通"股东所持股份是否存在被质押、冻结或其他权利瑕疵的情形。 红星冷链招股书链接： https://www1.hkexnews.hk/app/sehk/2025/107310/documents/sehk25042503591_c.pdf 红星冷链 请你公司补充说明以下事项，请律师进行核查并出具明确的法律意见： 一、请结合红星集团与红日景明、红日明升的一致行动关系，说明备案材料对控股股东认定结果不一致 的原因及认定标准，并就控股股东的认定情况出具明确结论性意见。 二、请说明新增股东以0元对价受让你公司股份的定价依据及合规性。 三、请说明：（1）你公司及下属公司经营范围涉及房屋租赁、物业管理、住房租赁、非居住房地产租 赁、增值电信业务的具体情况，是否实际开展并取得必要的资质许可，相关业务收入、利润占比及业务 合规性；（2）你公司及下属公司经营范围及实际业务是否涉及外商投资限制或禁止领域，本次发行上 市及"全流通"前后是否持 ...

包头国家骨干冷链物流基地位于内蒙古中西部地区，以现代智慧冷链物流平台为支撑，将基地打造 成为服务呼包鄂榆城市群和更大区域的国家重要农畜产品交易、中转、集散基地。基地总投资21.88亿 元，冷库总库容77.8万立方米，投资强度为226.82万元/亩，相关指标高于同期同区域同类型项目。基地 以存量设施为主，已投资16.8亿元，冷库库容65.88万立方米，建成了兴建冷库、包头粮食批发市场应急 低温储备库、包头润恒城、包钢冷库4个项目。基地计划投资5.08亿元，新增冷库库容11.92万立方米， 新建包头交投空港冷链物流园、现代智慧冷链物流园2个项目，目前新建项目用地均已批复。 包头国家骨干冷链基地的建设将进一步健全冷链物流多式联运网络，促进全国性、区域性冷链物流 网络高效衔接，提高基地冷链干线运输规模化水平，畅通国际冷链物流通道、互联成网，支撑冷链物流 深度融入现代物流运行体系。 记者6月3日从包头市发展改革委获悉，近日，国家发展改革委公布了2025年国家骨干冷链物流基地 建设名单，包头市成功入选并命名为"包头国家骨干冷链物流基地城市"，成为自治区此次唯一入选盟 市，为我区再添一块"国字号"招牌。 ...

Core Viewpoint - The fresh cold chain logistics management platform leverages advanced technologies such as IoT, big data, cloud computing, and blockchain to create a comprehensive digital management system for fresh products, ensuring quality control, efficiency improvement, and cost reduction throughout the transportation process [1] Group 1: Management Model - Transition from "experience-driven" to "data-driven" management, utilizing algorithms to optimize transportation plans and reduce vehicle empty running rates by over 30% and transportation costs by 20% [3] Group 2: Temperature Control Capability - Shift from "post-remedy" to "real-time intervention" in temperature monitoring, reducing fresh product loss rates from 25%-30% to below 8% through IoT temperature sensors that provide immediate alerts and guidance [4] Group 3: Collaborative Efficiency - Move from "information silos" to "full chain connectivity," enabling real-time tracking of goods and sharing of data across stakeholders, with over 90% of self-operated orders covered by visualization systems [5] Group 4: Quality Control - Implementation of blockchain traceability technology to ensure the freshness of products, enhancing recall efficiency by 70% when quality issues arise [7] Group 5: Resource Optimization - Addressing the "ice and fire" dilemma in cold chain logistics by integrating idle resources, reducing response time for seasonal demand from 48 hours to 6 hours, and increasing vehicle loading rates to 92% [8] Group 6: Decision Support - Providing data-driven insights for inventory turnover optimization and logistics cost allocation, resulting in a 15% reduction in delivery costs for certain products and maintaining a low out-of-stock rate [9] Group 7: Key Platforms - **Yue Shi Cold Chain Cloud**: A digital platform focusing on cold chain supply chain management, offering solutions from production to sales, with features like intelligent temperature matching and emergency response [10] - **JD Cold Chain**: Leveraging extensive logistics infrastructure to provide real-time visibility and rapid delivery, with advanced temperature control solutions [11] - **SF Cold Chain**: Utilizing a nationwide network to ensure comprehensive temperature control and energy management, reducing carbon emissions by 15% [11] Group 8: Future Trends - The evolution of cold chain logistics management platforms into supply chain ecosystem hubs, driven by technology integration, green transformation, and expansion into lower-tier markets [12][13][14] Group 9: Industry Impact - The fresh cold chain logistics management platform is not only a technological innovation but also a reconstruction of the entire fresh supply chain, enhancing food safety and supporting rural revitalization [16]

转自：快递观察家 文 | 快递观察家 又到一年618大战，这一次，快递企业们瞄准了冷链，并且是国际冷链。 近日，中通国际为伊利量身定做了全链条冷链服务，将一车冰淇淋从伊利中国工厂，送到了东南亚国家 柬埔寨，中途不换柜不断冷，冰淇淋到了柬埔寨后，也是由中通冷链负责，配送给各地的商超或者分销 商。 值得一提的是，在配送方面，金边市内的商超或者分销商3小时内就能收到冰淇淋，市外的配送最快可 以次日达。 亿豹网了解到，实际上，中通中柬国际冷链，向海外运送的不止冰淇淋，还包括云南的鲜花、水果、蔬 菜、冻品等，都能进行跨境运输销售。 中通顺丰京东纷纷发力 单就冷链业务来看，中通并不算是行业首发，但胜在投入大且市场反馈良好。 2020年，中通正式启动冷链业务，采用的是直营+加盟模式，2022年底，就已经有了网点1200+，路由 1400条+，区县覆盖60%，2023年覆盖70%，上线中通冷链小零担，确保速度与安全的情况下实施"门到 门"的全程冷链模式。 2024年，中通冷链一站式全场景产品布局初步完成，进入生态冷链协同发展之路。 近日和伊利的柬埔寨合作之旅，进一步证明中通冷链业务已经具备完善的服务能力，且能实现跨境服 务， ...

Group 1 - The China Securities Regulatory Commission (CSRC) has published requirements for supplementary materials for overseas listing applications, specifically addressing the relationship between Hongxing Cold Chain and its controlling shareholders [1] - Hongxing Cold Chain has submitted its application to the Hong Kong Stock Exchange, with Jianyin International and Agricultural Bank of China International as joint sponsors [1] - The CSRC has requested clarification on the pricing basis and compliance of the newly added shareholders acquiring company shares for zero consideration [1] Group 2 - Hongxing Cold Chain is a leading integrated service platform for frozen food trading and cold storage services, with a projected transaction value of approximately RMB 40 billion in 2024, ranking second in Central China and first in Hunan Province [2] - The company's revenue for the years 2022, 2023, and 2024 was RMB 237 million, RMB 202 million, and RMB 234 million respectively, with a compound annual growth rate of -0.67%, while net profits were RMB 79 million, RMB 75 million, and RMB 83 million, with a compound annual growth rate of 2.35% [2] - The increase in revenue is attributed to the completion and operation of cold storage facilities from the fifth phase project and an increase in rental prices for stores [2]

5月27日，昊鑫控股(HXHX)盘中上涨7.35%，截至22:23，报1.46美元/股，成交4.65万美元，总市值 2007.50万美元。 财务数据显示，截至2024年12月31日，昊鑫控股收入总额2557.18万美元，同比减少4.1%；归母净利润 317.37万美元，同比减少20.05%。 本文源自：金融界 作者：行情君 资料显示，昊鑫控股有限公司自2009年以来,一直从事物流行业,包括集装箱、货代、冷链运输等业务。 公司2013年开始全力扩大规模转战冷链物流行业,目标是打造一支中国长三角地区最强大的冷链物流运 输巨头。公司主要市场业务范围以宁波舟山港为中心,辐射上海、广州、深圳、杭州、烟台、广西友谊 关等全国各大集散中心。涉及货物种类有:各类需要低温、保温、恒温的新能源材料、电子产品、药 品、肉类、水果蔬菜等。目前中国冷链运输行业相对于欧美还处于萌芽阶段,市场占有率不到国外的十 分之一。世界级新能源项目也正处于起始阶段,昊鑫目前是新能源材料恒温运输的龙头企业,公司未来业 绩有望迎来爆发式增长。 公司引进最新的物流管理系统,以便与客户核对运价,提高车辆调度效率,同时引进全程卫星定位系统,时刻 关注车辆位置及 ...

Core Viewpoint - The article highlights the importance of developing a modern industrial system in Sanya, focusing on the health, green, and organic food and beverage processing industry as a key area for growth [1] Group 1: Investment and Development - The South Dingbei area is positioned to leverage its transportation advantages to develop a food industry tourism cluster, emphasizing the growth of specialized industrial and warehousing sectors [1] - The local government is actively monitoring the progress of various investment projects, including the Blue Ribbon Beer Sanya Digital Production Base and the Longjing Sanya Commercial Logistics Warehousing Base [1] Group 2: Infrastructure and Support - The article stresses the need for comprehensive infrastructure development, including the "Five Connections and One Leveling" (water, electricity, gas, drainage, communication, and site leveling) to support investment projects [1] - There is a call for enhancing the livelihood security system and accelerating the cultivation of cold chain logistics and warehousing to establish a robust supply chain for seasonal agricultural products [1] Group 3: Strategic Planning - The local government aims to strengthen industrial planning and resource utilization efficiency, promoting a model of "industry + tourism" to create a distinctive industrial cluster [1] - The article emphasizes the importance of ensuring a sufficient supply of "vegetable basket" products, with a focus on variety and quality improvement [1]

Core Viewpoint - The ongoing power struggle between Shandong Jiabao Group and Jinan Weierkang Industrial Group has drawn significant attention, highlighting the complexities of corporate governance and the competitive dynamics between the two companies [1] Group 1: Company Overview - Jiabao Group is a leading player in the dairy industry in China, with a revenue exceeding 8 billion yuan in 2023, and operates three large-scale modern dairy farms with a total of 50,000 dairy cows [2] - Weierkang Group, recognized as a national backbone cold chain logistics base, reported a revenue of 12 billion yuan in 2023 and has a daily processing capacity of over 8,000 tons of fresh products [2][9] Group 2: Shareholding Structure - Jiabao Group holds 100% of Weierkang Group, but the shareholding structure is complex, with various stakeholders including labor unions holding significant stakes, such as the Weierkang Group labor union with 12.33% [4] - The intricate shareholding structure creates potential conflicts in decision-making and interest representation, complicating the governance of both companies [4] Group 3: Legal and Governance Issues - A recent shareholders' meeting of Jiabao Group led to decisions that intensified the conflict, including the appointment of Jiabao's chairman as Weierkang's chairman, which was contested by Weierkang's labor union due to alleged procedural flaws [5][6] - The ongoing litigation has resulted in frozen shares, halting the auditing and dividend distribution processes for 2024, which negatively impacts shareholder interests [7][8] Group 4: Business Impact - The internal conflict has led to business stagnation for Weierkang, with management instability causing significant operational disruptions and eroding market confidence [7][8] - The dispute has escalated from procedural disagreements to direct confrontations over control and daily operations, with both companies leveraging their respective strengths in the dairy and cold chain sectors [9]