新式茶饮、低脂奶酪、谷物能量棒……不同于传统的米面油、肉蛋奶、果菜茶需求，如今消费者更加注 重农产品的品质化、个性化、功能化，许多新的消费场景也在不断出现。 近日，农业农村部、国家发展改革委等10部门联合发布《促进农产品消费实施方案》，提出9个方面23 项具体举措。 如何优供给？ 农产品消费的源头是农业生产。今年上半年，农产品质量安全例行监测合格率保持在97.9%的较高水 平。"十四五"以来，新认证绿色、有机、名特优新和地理标志农产品3.6万个，认证数量较"十三五"末 增加70%，每年向社会提供绿色优质农产品实物总量超过2亿吨，2024年绿色食品销售额6097.8亿元， 带动农产品生产向标准化、绿色化、优质化迈进。 如何畅流通？ "村BA"、村跑、村创……从消费场景看，消费者在关注农产品品质与安全的同时，越来越关注体验 感，呈现游购一体、线上线下融合等趋势。 "大力发展乡村休闲旅游，是塑造消费新场景、拓展消费新空间的重要途径。近年来，农业农村部深入 挖掘农业多种功能和乡村多元价值，构建'点线面'结合的乡村休闲旅游发展格局，持续培育消费新增长 点。"农业农村部副部长江文胜说。 依托田园风光、民俗风情等资源优势， ...

Core Viewpoints - QYResearch is recognized for its authoritative industry analysis and reports, widely cited by reputable companies and media, ensuring credibility and professionalism in market insights [1] Group 1: Heating Elements Market - Hangzhou Rewei Electric Heating Technology Co., Ltd. ranks among the top three in global heating element production from 2019 to 2021, supplying major appliance manufacturers like Midea and Samsung [3] Group 2: Golf Cart Market - The global golf cart market is projected to grow from $2.427 billion in 2024 to $4.304 billion by 2031, with a CAGR of 8.6% from 2025 to 2031 [4] Group 3: Router Market - The global router market is expected to reach $20.59 billion in sales by 2024 and $26.28 billion by 2031, with a CAGR of 3.6% [5] Group 4: Power Tool Market - The global market for power tool chucks is anticipated to grow from $321 million in 2024 to $449 million by 2031, reflecting a CAGR of 5.0% from 2024 to 2031 [7] Group 5: Fine Chemicals Market - Jinhua New Materials holds a market share of 34.86% in 2022, 33.21% in 2023, and 42.37% in 2024 for hydroxylamine salts in China [9] Group 6: USB Bridge Chip Market - Nanjing Qinheng Microelectronics ranks ninth globally and first domestically in USB bridge chip sales revenue from 2022 to 2024 [12] Group 7: Lubricant Additives Market - The global lubricant additives market is projected to grow from $15.99 billion in 2023 to $18.21 billion by 2030, with a CAGR of 1.9% from 2024 to 2030 [14] Group 8: HMB Market - The company has secured a long-term supply agreement with Abbott, maintaining over 50% market share in HMB products globally from 2022 to 2024 [16] Group 9: Polyurethane Market - The global polyurethane market is expected to grow from approximately $82.09 billion in 2023 to $99.46 billion by 2030 [18] Group 10: UV Coatings Market - The global commercial UV coatings market is projected to reach $19.13 billion by 2031, growing from $12.65 billion in 2024, with a CAGR of 6.1% [21] Group 11: Radiation Therapy Products Market - The global radiation therapy positioning products market is expected to grow from $27.7 million in 2021 to $57.3 million by 2028, achieving a CAGR of 10.93% [23] Group 12: Textile Machinery Market - The global textile machinery market is projected to grow from $22.5 billion in 2023 to $28.26 billion by 2029, with a CAGR of 3.9% [26] Group 13: Reflective Materials Market - The global reflective materials market is expected to reach $6.272 billion by 2031, with a CAGR of 4.2% from 2025 to 2031 [28] Group 14: LED Lighting Power Supply Market - The global LED lighting power supply market is projected to grow from $1.31 billion in 2022, with a low market share compared to major global players [30] Group 15: VLP Copper Foil Market - The global VLP copper foil market is expected to reach $15.2 billion by 2030, with a CAGR of 8.9% [32] Group 16: Enamelled Wire Market - The global enameled wire market is projected to grow from $9.67 billion in 2023 to $10.65 billion by 2030, with a CAGR of 1.4% [34] Group 17: Industrial Motor Market - The global industrial motor market is expected to maintain an 18% CAGR from 2025 to 2030 [37] Group 18: Wireless Microphone Market - The global wireless lapel microphone market is projected to grow from $1.428 billion in 2023 to $2.299 billion by 2030, with a CAGR of 6.94% [39] Group 19: Wafer Electrostatic Chuck Market - The global wafer electrostatic chuck market is expected to reach $2.424 billion by 2030 [41] Group 20: Game Console Accessories Market - The global game console accessories market is projected to grow from $16.49 billion in 2024 to $34.24 billion by 2031, with a CAGR of 11.2% [47] Group 21: Shock Absorber Market - The global shock absorber market is expected to exceed $13.09 billion in 2024, with high-end shock absorbers gaining market share [48] Group 22: 3C Charger Market - The global 3C charger market is projected to reach approximately $22.64 billion by 2029, with a CAGR of 10.06% from 2022 to 2029 [49] Group 23: Precision Electronic Machinery Market - The precision electronic machinery market is expected to grow from 48% in 2022 to 51% by 2029 in the linear guide downstream market [54] Group 24: Ergothioneine Raw Material Market - The global ergothioneine raw material market is projected to grow from $0.63 billion in 2024 to $1.61 billion by 2031, with a CAGR exceeding 14% [56] Group 25: Medical Aesthetics Market - The Chinese medical aesthetics market is expected to reach ¥410.8 billion by 2025, with a CAGR of 17.2% from 2021 to 2025 [59] Group 26: High-Frequency Electrosurgical Device Market - The Chinese high-frequency electrosurgical device market is projected to grow from $344.78 million in 2022 to $800 million by 2029 [61] Group 27: Home NAS Market - The Chinese home NAS market is expected to grow from ¥712 million in 2023 to ¥9.619 billion by 2030 [64] Group 28: Thiourea Market - The global thiourea market is projected to reach approximately $0.851 billion in 2024, with a market share of about 26.40% for the leading producer [67] Group 29: Wind Power Gearbox Market - The Chinese wind power gearbox market is expected to grow from $3.136 billion in 2023 to $4.263 billion by 2030 [70] Group 30: Thermal Interface Materials Market - The global thermal interface materials market is projected to grow from ¥5.2 billion in 2019 to ¥7.6 billion by 2026, with a CAGR of 5.57% [72] Group 31: Elderly Companion Robot Market - The global elderly companion robot market is expected to grow from $0.212 billion in 2024 to $3.19 billion by 2031, with a CAGR of 48.0% [77] Group 32: HTCC Ceramic Packaging Market - The global HTCC ceramic packaging market is projected to grow from ¥18 billion in 2021 to ¥29.3 billion by 2028 [79] Group 33: LED Display Control System Market - The global LED display control system market is expected to reach $0.587 billion in 2024, with a CAGR of 13.6% [81] Group 34: Consumer Robotics Market - The global consumer robotics market is projected to grow from $41.02 billion in 2024 to $170.48 billion by 2031 [83] Group 35: Cold Chain Logistics Market - The global cold chain logistics market is expected to reach ¥76.62 billion by 2031, with a CAGR of 14.8% from 2025 to 2031 [86] Group 36: AI Companion Robot Market - The global AI companion robot market is projected to grow from $0.203 billion in 2024 to $23.23 billion by 2031, with a CAGR of 86.0% [89]

Core Viewpoint - The implementation plan for promoting agricultural product consumption, released by ten government departments, aims to enhance agricultural product consumption through various measures, signaling a positive move towards expanding domestic demand and stabilizing the economy [1][2]. Group 1: Cold Chain Logistics Development - The government is developing a national agricultural product market system focusing on cold storage and preservation facilities, which is expected to benefit cold chain logistics across multiple segments [2]. - In Q1, the total value of cold chain logistics reached 2.21 trillion yuan, a 4% year-on-year increase, with investments in cold storage projects amounting to 8.746 billion yuan, up 9.42% [2]. - The construction of high-standard cold storage facilities is accelerating, with sales of new energy refrigerated vehicles increasing by over 70% year-on-year in Q1 [2]. Group 2: Market and Supply Chain Enhancements - The plan emphasizes improving the agricultural product market and cold chain distribution centers to address the "first mile" logistics challenges [4]. - It also supports the standardization of wet markets and fresh supermarkets to enhance consumer services [4]. - The government aims to foster inter-provincial cooperation in production and sales, creating an efficient and collaborative agricultural product ecosystem [4]. Group 3: E-commerce and Digital Integration - The plan highlights the importance of e-commerce in agricultural product sales, encouraging the use of online platforms to enhance sales channels and support rural economic development [6]. - Initiatives include improving live-streaming e-commerce and providing systematic support for agricultural products sold online [6]. Group 4: Consumer Engagement and Marketing - The government plans to leverage festive markets to promote high-quality agricultural products through various themed activities, enhancing consumer experience [9]. - The "China Farmers' Harvest Festival" will feature over 3,000 events, driving agricultural product consumption by over 30 billion yuan [8]. Group 5: Infrastructure and Supply Chain Improvements - The plan aims to enhance urban and rural consumption facilities, improving logistics for fresh agricultural products [12]. - The government is set to support the construction of nearly 20 million cubic meters of cold chain facilities by the end of 2024 [12]. - Efforts will be made to develop rural e-commerce platforms and promote high-quality agricultural product sales, targeting a 15.8% year-on-year increase in online retail sales by 2024 [12].

Core Insights - The Chinese government is developing a national agricultural product market system plan for the 14th Five-Year Plan, focusing on cold chain logistics infrastructure at production sites, which is expected to benefit multiple industries [1][2] - The cold chain logistics sector is currently experiencing growth, with a total value of 2.21 trillion yuan in Q1 2024, reflecting a year-on-year increase of 4% [2] - The demand for new energy refrigerated vehicles is surging, with sales increasing by over 70% year-on-year in Q1 2024, and a projected annual growth of 350.8% for 2024 [3] Industry Developments - The Ministry of Agriculture and Rural Affairs is prioritizing the construction of cold chain logistics networks, which includes enhancing cold storage and preservation facilities, as well as establishing cold chain distribution centers [1][2] - The cold chain logistics market is expected to face challenges such as regional imbalances in cold storage capacity and high energy costs, but there are opportunities for mergers and acquisitions among leading companies [4] - The trend towards intelligent and green development in the industry is likely to lead to the adoption of automated sorting robots and unmanned refrigerated vehicles in the future [3][4] Investment Opportunities - The construction of cold chain logistics facilities is anticipated to drive growth in related sectors such as cold storage, logistics, and processing [2] - Companies like New Hope Group are actively expanding their digital cold chain supply services, indicating a shift towards more integrated and technology-driven solutions in the market [3] - The increasing focus on quality and efficiency in the cold chain logistics sector suggests that companies with comprehensive service capabilities will dominate the market [4]

7月29日，昊鑫控股(HXHX)开盘上涨4.36%，截至21:30，报1.503美元/股，成交951.0美元，总市值 2066.35万美元。 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%。 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。 个性化、定制化的物流服务,是现代企业物流需求的核心。公司针对不同客户,在收集、分析、转化实时 物流信息的基础上,为客户设计整体物流解决方案,提 ...

7月24日，由中国物流与采购联合会冷链专业委员会主办的2025京津冀冷链产业高质量发展大会在 北京举办。大会以"智链未来·质领鲜行"为主题，吸引了京津冀三地近百家冷链物流、贸易、食品加工 生产、物流设备企业及科研院校参加，共同探索促进京津冀冷链产业合作新路径，推动构建更加开放包 容、互利共赢的现代冷链物流新生态。 会议期间，《京津冀冷链行业高质量协同发展倡议》正式发布。京津冀三地代表企业共同承诺将以 智慧化与标准化为抓手，打破地域壁垒，深化在基础设施互联、信息平台互通、监管互认、应急联动等 方面的合作，共建高效、安全、绿色的现代化区域冷链物流体系。 面对天津生态城产融建设发展有限公司就中心渔港冷链示范园区建设，在冷链加工、交易、供应链 等方面的合作邀约，北京康安利丰农业有限公司供应链运营总监戚飞表示有很大合作空间，"我们公司 能给北京餐饮门店做全品类供应链配送服务，对牛羊肉等冻品需求量较大。生态城在冷冻仓储、肉类加 工和供应链金融等方面的布局，将帮助公司在现有产能的基础上，更好地满足发展需求，配送时效能提 高30%-40%。"中农批（天津）国际冻品交易市场有限公司总经理韩艳对京津冀冷链产业协同发展充满 信心。 ...

Core Insights - The 25th China-EU Leaders' Meeting took place on July 24 in Beijing, coinciding with the 50th anniversary of diplomatic relations between China and the EU, highlighting the significant economic relationship where their combined GDP exceeds one-third of the global total and trade volume surpasses one-quarter of global trade [1] Group 1: Logistics and Supply Chain - The journey of salmon begins at the Faroese fish farms, where processing is completed within three hours, including catching, slaughtering, cleaning, and vacuum packaging, before being airlifted to Brussels [3] - After a flight of over ten hours, 36 tons of salmon arrive in Chengdu, Sichuan, just 24 hours after leaving the Arctic Circle, and undergo customs inspection to enter the domestic market [7] - The salmon is then efficiently distributed through a cold chain logistics system, with 227 storage slots at the airport capable of handling simultaneous unloading from ten Boeing 747 cargo planes [9] Group 2: Market Demand and Pricing - The first batch of salmon reaches several premium supermarkets in Chengdu by 7 AM the next day, with consumers able to purchase high-quality imported salmon at approximately 30 yuan per 100 grams [13] - The increasing demand for high-quality imported food in China is evident, as logistics chains are becoming more efficient, connecting China and Europe more closely, with 88 new international cargo routes opened from Europe, accounting for 36.2% of the total new routes [13]

Core Insights - The restaurant industry is experiencing a dual phenomenon of high opening rates (67.5%) and high closing rates (61.2%), indicating a significant transformation driven by efficiency replacing inefficiency [1] - Embracing AI and intelligent technologies is crucial for the supply chain to achieve high efficiency and address the challenges posed by rising costs and operational pressures [1] Group 1: Supply Chain Innovations - Huading Cold Chain Technology has established a nationwide cold chain warehousing and distribution infrastructure that efficiently reaches over 2,800 districts and counties [2] - The company has developed a three-tier warehouse network structure consisting of Regional Distribution Centers (RDC), Central Warehouses (DC), and Front Warehouses, ensuring timely and quality delivery across key cities [3] Group 2: Technological Advancements - The proprietary "Snow Leopard Smart Model" integrates advanced algorithms with industry expertise, significantly enhancing operational efficiency [5] - Key improvements include reducing vehicle dispatch time from hours to seconds, increasing daily transport capacity from 100 tons to 1,000 tons, and lowering temperature-related cargo losses by 13% [5] Group 3: Collaborative Ecosystem - Huading has connected over 200,000 restaurant outlets and thousands of upstream suppliers, creating a collaborative industrial community [9] - The company's "3E" solution focuses on Efficiency, Ecology, and Empowerment, promoting a mutually beneficial relationship with partners [6][9] Group 4: Service Offerings - Huading has productized its service capabilities into two core product lines: "RDC + Mainline" and "DC + Shared Distribution," streamlining the supply chain process for clients [11] - These offerings enable a seamless supply chain experience, likened to turning on a tap for consistent and timely ingredient delivery [12] Group 5: Customized Solutions - The company provides tailored solutions for various customer segments, ensuring efficient service delivery and operational support for chain restaurants, food factories, and retail clients [13] - The integration of digital systems with the Snow Leopard model allows for comprehensive digital management of the cold chain supply process [13] Group 6: Strategic Vision - Huading aims to create a modern industrial ecosystem that is efficient, sustainable, and fosters growth among all participants [10] - The company emphasizes the importance of a smart supply chain in navigating the competitive restaurant market, offering pathways for breakthroughs in efficiency, cost, and food safety [14][15]

Core Insights - The cold chain logistics industry in China is undergoing a critical transformation and upgrade due to ongoing consumption upgrades and technological innovations [1][6] - A white paper titled "New Quality Cold Chain Logistics Development White Paper (2025)" has been released, providing forward-looking insights and development suggestions for the industry [1][6] Industry Challenges and Opportunities - The white paper identifies several challenges in the current cold chain logistics sector, including low operational efficiency, high operating costs, severe homogenization of competition, and traditional service models [6] - New quality cold chain logistics is characterized by intelligence, data-driven approaches, and full-chain collaboration, leveraging digital, intelligent, and green technologies for comprehensive upgrades and restructuring [6] - Shanghai is highlighted as a key area for the development of new quality cold chain logistics, benefiting from strong government support, high demand for consumption and industrial upgrades, accelerated application of digital technologies, and improving infrastructure [6] Strategic Recommendations - The white paper provides a detailed analysis of the development background, significance, and opportunities for new quality cold chain logistics, summarizing its overall framework, key technologies, application scenarios, and successful cases [6] - Specific strategies to promote the development of new quality cold chain logistics are proposed, focusing on technology research and development, standardization, policy support, pilot demonstrations, industry chain collaboration, and talent cultivation [6] Company Involvement - Lenovo Holdings, as an industrial investment holding company, is actively engaged in innovation within the cold chain logistics sector [7] - In May 2025, Lenovo Holdings reached a strategic cooperation framework with Jinjiang Online, aiming to collaborate on various aspects including large model application innovation, standardization system construction, intelligent system upgrades, and innovative model exploration [7] - The participation in the white paper research and release reflects Lenovo Holdings' deepening exploration in the cold chain logistics field, with plans to continue leveraging its strengths and collaborating closely with industry partners to promote the integration of cutting-edge technologies like AI into cold chain logistics [7]

转自：中国质量报 从企业物流迈向物流企业 双汇物流不断创新突破引领行业发展新潮流 早在2000年，双汇集团率先从欧洲引进国内第一条冷鲜肉生产线，同时引入冷链生产、冷链运输、冷链 销售、连锁经营的冷鲜肉模式，开创了中国肉类品牌的新局面。为了适应企业发展现代肉类工业的需 求，实现高效配送，2003年双汇物流公司正式成立。成立之初，双汇物流主要服务于企业自身业务，通 过整合内部运输资源，逐步搭建起全国冷链网络。随着国内冷链物流行业的快速发展，2019年双汇物流 从双汇集团剥离，开始独立运作，向现代物流企业全面转型。 为了解决"车找货、货找车"的行业难题，双汇物流建立了网络货运平台，以合理价格匹配运力，吸引了 29万余台社会车辆加入。目前，双汇物流已在全国成立21个省级公司，形成了集冷藏货物运输、仓储、 区域配送、汽车销售、汽车修理、信息化服务等于一体的综合物流服务平台，运输方式涵盖公路、铁 路、海运等。双汇物流拥有冷库25万吨，常温库、配送库18.56万平方米，铁路专用线3条，自有车辆 1200余台，日运能达2万吨，年发运量突破700万吨，荣膺国家5A级物流企业，冷链自有运力排名行业 第一。 面对冷链物流行业普遍存 ...