Core Insights - The "bonded + cold chain" innovative model has officially commenced operations, allowing Australian almonds to reach the cold storage within 2 hours after customs clearance at the Yiwu Bonded Logistics Center [3][5]. Group 1: Operational Efficiency - The collaboration between Yiwu Bonded Logistics Center and Huishang Cold Chain Company has addressed issues such as insufficient bonded cold chain storage space and low distribution efficiency, resulting in a 30% increase in storage utilization and a 40% reduction in order delivery time in the Yangtze River Delta region [2][5]. - The logistics cost per box is expected to decrease by 1,600 yuan due to the direct transportation of goods to the cold storage after customs clearance [5]. Group 2: Service Platform Development - The integration of bonded policy advantages with the 300,000 cubic meters of high-standard cold storage and intelligent distribution systems has led to the creation of a comprehensive service platform that includes customs clearance, storage, distribution, and financial services [7]. - Over 20 enterprises have been connected to this platform, supporting the collaborative development of "bonded + professional market" and enhancing the services for imported cold chain businesses [7]. Group 3: Future Projections - The first batch of 5,000 high-standard bonded cold chain dedicated storage units has been put into use, focusing on imported nuts, dried fruits, and frozen seafood [8]. - It is projected that by the end of 2025, the import scale of related categories will exceed 500 million yuan, driving the upgrade of imported cold chain business services [8].

Core Insights - The article discusses the transformation in the food consumption market, particularly the "shelf life revolution," driven by advancements in cold chain logistics [1][3] - The cold chain logistics sector in China is entering a new development phase, as highlighted by the government's focus on enhancing agricultural cold chain infrastructure [3][4] Industry Developments - The core value of cold chain supply chain data lies in its role as a strategic asset for industrial digitization, emphasizing the importance of data standardization and transparency [3][4] - The company, Qianhai Yueshi, is positioning itself as a leading comprehensive platform for agricultural cold chain supply chains, differentiating itself from traditional logistics companies [6][7] Technological Innovations - Qianhai Yueshi employs a triad of technologies: IoT, blockchain, and AI, to ensure seamless data flow across the logistics chain, facilitating access to financial resources for small agricultural enterprises [4][6] - The introduction of specialized robots, such as the "Penguin MAX," addresses labor shortages and operational cost increases in the cold chain industry, enhancing efficiency and safety [7][8] Market Positioning - Qianhai Yueshi has developed a digital operation system that integrates information, transactions, logistics, finance, and robotics, serving over 4,000 cold chain parks globally and connecting with more than 370,000 B-end customers [6][7] - The company has achieved significant financial milestones, with projected revenues exceeding 34.1 billion yuan in the first half of 2025 [6] Strategic Collaborations - During the recent Supply Chain Promotion Expo, Qianhai Yueshi announced strategic partnerships aimed at enhancing cold chain logistics capabilities, including a collaboration with Dongjiu Xinyi for a major logistics project [8]

Core Insights - The Chinese government is focused on achieving high-quality development during the "14th Five-Year Plan" period, with significant progress in various sectors including consumption, trade, and foreign investment [1] Group 1: Consumption Market - The retail sales of consumer goods are projected to grow at an average annual rate of 5.5%, increasing from 39.1 trillion yuan in 2020 to 48.3 trillion yuan in 2024, with expectations to exceed 50 trillion yuan this year [2] - The penetration rate of new energy vehicles is over 50% in the first half of this year, with the number of new energy vehicles expected to grow 5.4 times by 2024 compared to 2020 [2] - Service consumption is also on the rise, with an average annual growth rate of 9.6% from 2020 to 2024, outpacing goods consumption [2] Group 2: Wholesale and Retail Sector - The value added of the wholesale and retail sector is expected to reach 13.8 trillion yuan in 2024, a 40% increase from the end of the "13th Five-Year Plan" period, employing 135 million people [3] - The construction of modern commercial circulation systems has been emphasized, with significant improvements in rural and urban areas, including the establishment of 35 national demonstration pedestrian streets [3] Group 3: Foreign Investment - By mid-2023, actual foreign investment reached 708.73 billion USD, surpassing the target of 700 billion USD set for the "14th Five-Year Plan" period [5] - The number of newly established foreign-funded enterprises has increased by 25,000 compared to the "13th Five-Year Plan," with foreign enterprises contributing significantly to exports, industrial value added, and tax revenue [5] - The proportion of high-tech industry investment has risen to 34.6% in 2024, up 6 percentage points from 2020 [5] Group 4: Trade Performance - China's goods trade has maintained its position as the world's largest for eight consecutive years, with a projected growth of 32.4% from 2020 to 2024 [7] - The share of trade with countries involved in the Belt and Road Initiative has increased from 45.3% in 2021 to 51.8% in the first half of this year [8] - The service trade scale has surpassed 1 trillion USD, ranking second globally, with knowledge-intensive service trade expected to grow by 38% by 2024 compared to 2020 [7] Group 5: New Consumption Trends - There is a notable shift towards quality consumption, with consumers increasingly prioritizing the quality of goods over mere availability [9] - New consumption formats and trends, such as e-commerce and cultural tourism, are expanding the market and attracting younger consumers [9] - The government aims to enhance the supply of quality goods and services to better meet consumer needs and stimulate economic growth [9]

Core Insights - The cold chain logistics industry in Shanghai is experiencing significant growth driven by consumption upgrades and the explosion of fresh e-commerce [1] - Shanghai serves as an international hub, gathering leading cold chain companies that are reshaping industry standards through intelligent management and customized solutions [1] Company Summaries - **Yingmai Logistics**: A national 4A logistics enterprise, Yingmai utilizes ±0.5℃ precise temperature control technology to establish industry barriers. Its blockchain traceability system achieves a 98% judicial evidence acceptance rate, covering 18 high-end sectors and providing emergency services for over 300 multinational companies [3] - **SF Cold Chain**: With the largest cold storage cluster in the country and over 10,000 refrigerated vehicles, SF Cold Chain maintains a leading position in ultra-low temperature vaccine transportation, achieving a 99.2% next-day delivery rate for fresh products across provinces [4] - **JD Cold Chain**: Innovating e-commerce cold chain logistics, JD Cold Chain integrates storage, transportation, and distribution networks, reducing sorting error rates to 0.01% with AI dynamic routing [5] - **Rongqing Logistics**: A multi-business service giant with a million square meters of high-end storage, Rongqing leads in chemical and pharmaceutical cold chain market share, improving customs clearance efficiency by 40% [6] - **Zhengming Modern Logistics**: Operates over 80 intelligent cold storage facilities nationwide, with a temperature-controlled warehouse network of 1.3 million square meters, and has contributed to the formulation of five national standards [7] - **Sinotrans Cold Chain**: A key player in cross-border cold chain logistics, utilizing deep cold storage to streamline import cold chain customs clearance to 6 hours, with over 30% of its business in high-end products [8] - **Wanwake Cold Chain**: A leader in green and low-carbon logistics, operating 20 photovoltaic cold storage parks, achieving a carbon reduction equivalent to 12,000 trees [9] - **Xinxiahui**: A joint venture focusing on restaurant supply chains, employing advanced dynamic temperature control technology to minimize delivery loss rates to below 0.3% [9] - **ZTO Cold Chain**: A pioneer in penetrating lower-tier markets, with a network of 5,000 nodes and a blockchain traceability system ensuring freshness delivery within 48 hours [9] - **Shuanghui Logistics**: A model of industrial synergy, leveraging its parent company's advantages to build a 200,000-ton automated cold storage facility, achieving a meat cold chain loss rate of only 0.03% [10] Industry Trends - The cold chain logistics sector is being redefined by technological advancements, with companies focusing on smart energy management and ultra-low temperature transportation for biopharmaceuticals [12] - As ESG standards are implemented and global supply chains upgrade, leading companies are expected to drive cold chain logistics from a cost center to an industry value engine [12]

转自：草原云 7月14日清晨，锡林郭勒盟西乌珠穆沁旗的格日乐将6只分割好的乌珠穆沁羊送到草场快递点。几小时 后，这批羊肉将踏上冷链专线。"以前只能卖给游客，现在牧场旁有了快递揽收点，我的'溜达羊'能卖 全国了！"格日乐高兴地说。 为了更快地将商品送达消费者手中，内蒙古充分发挥冷链组合运力优势，采用铁路、公路和航空等多种 运力结合的方式，贯通华东、华北、西南等地区重点城市。截至2024年底，全区共有冷链运输企业399 家。涌现出"邮牧飞羊""牛羊鸣天下，顺丰领鲜""草原有只我的羊"等提供全程冷链物流解决方案的牛羊 肉寄递项目，使草原生鲜产品与全国"链"接，走进千家万户。 "对于偏远牧区来说，以前收发快递要去百公里开外的旗里，他们想卖牛羊肉，只能坐等客户上门。而 且之前牛羊肉销售存在运输时间长、难保鲜等问题，羊肉运到南方城市，容易化冻、变质，退货率 高。"刘超说。 位于黄河"几字湾"顶端的内蒙古巴彦淖尔市，是全国肉羊产业链最完整的地区，有"中国羊都"之称。巴 彦淖尔肉羊存栏量和出栏量均居全国第一，是全国唯一可以实现四季出栏的地方。2020年，内蒙古顺丰 速运开通巴彦淖尔市到呼和浩特市冷链专线后，巴彦淖尔市的羊肉半 ...

Group 1 - The current development of China's cold chain supply chain is strong, with a comprehensive competitive advantage continuously improving, creating a new era full of opportunities [1] - In 2024, the global cold chain logistics market is expected to reach approximately $363.8 billion, with China accounting for over 20% of this market [1] - In the first half of this year, the total demand for food cold chain logistics in China is estimated to be around 192 million tons, representing a year-on-year growth of 4.35% [1] Group 2 - China's cold chain infrastructure is gradually improving, with over 2,500 cross-border e-commerce overseas warehouses and significant advancements in digital and intelligent applications [2] - The global cold chain logistics market is projected to exceed $600 billion by 2028, indicating substantial growth potential [2] - The first international cold chain logistics standard, led by China, has been officially released, enhancing China's influence in global cold chain logistics rule-making [2] Group 3 - The integration of cold chain logistics with AI and big data is expected to reshape the value of the cold chain logistics industry, with the market size in China projected to exceed 897 billion yuan by 2025 [3] - The cold chain logistics sector is experiencing rapid growth, driven by policies, consumer demand, and technological advancements [3] Group 4 - Leading logistics companies are accelerating their market presence in cold chain logistics, applying AI and IoT technologies to reduce storage loss rates by 30% [4] - Companies like Fujian Snowman Group are introducing ultra-low temperature air cooling technologies, filling domestic technological gaps in cold chain logistics [4] - There is a shift from "infrastructure shortfall" to "standard strong output" in the industry, with a focus on cross-border e-commerce trends [4]

在过去，农村消费面临诸多难题。乡镇超市生鲜食品品类少，像鸡米花、鸡肉卷这类方便速食以及海参 等高端产品几乎难觅踪迹；传统网购冷冻商品不仅运费昂贵，长途运输中频繁出现的解冻变质问题，也 让村民望而却步。 为破解这一难题，宁阳县探索实施冷链配送服务网络向乡村下沉，通过开发"凌云团批"微信小程序搭建 数字化购物平台，精准对接农村社群需求，并借助开元养老护工团队，让护工化身为"代购员"，为村民 提供免费代下单、配送服务，真正实现"一键下单，新鲜到家"。自该模式推广以来，服务已覆盖全县各 乡镇村庄，累计为村民配送订单超3.2万单。 "过去配送的多是日用品，现在有了冷链支持，鸡米花、鸡肉卷这类网红速食，还有海参等滋补品都能 直达村民餐桌。"当地从业者陈健介绍。冷链配送服务不仅极大丰富了农村居民的"餐桌选择"，更精准 满足了留守老人、儿童等群体对多元食品的迫切需求。 "一骑红尘妃子笑，无人知是荔枝来。"从唐代荔枝的"奢侈专享"到如今生鲜产品的"农村普惠"，冷链物 流正让"鲜美"二字重新定义乡村消费。 "您好，您的订单到啦！"在山东省宁阳县乡饮乡沙河村张来萧的家中，山东开元养老产业有限公司的护 工张来芝提着包裹，将订购的生鲜 ...

Core Viewpoint - The development of border economy in Yunnan Province is being enhanced through improved supervision and infrastructure, leading to increased efficiency in fruit trade and overall economic growth [1][2][3][4] Group 1: Border Economy Development - The Tianbao Port has become a significant hub for fruit trade, with over 10 new wholesale fruit enterprises established, contributing to a competitive market environment [1] - Yunnan Province has eight border states and 27 ports, making border economy a crucial area for industrial transformation and growth [1] - In the first half of the year, the trade value of durian imports in Wenshan Zhuang and Miao Autonomous Prefecture reached 1.28 billion yuan [1] Group 2: Supervision and Efficiency Improvements - The provincial disciplinary inspection and supervision agencies are focusing on the implementation of border economy policies and the management of port construction [2] - The supervision efforts have led to a 30% reduction in project construction cycles by addressing slow fund disbursement issues [2] - The use of digital and information technology in supervision has improved the precision of monitoring various project stages [2] Group 3: Optimizing Port Operations - The Menglian Port has seen a 33% reduction in import and export times due to improved service and streamlined processes [3] - Continuous monitoring and feedback mechanisms are in place to address issues in customs and border inspection processes [3] - The "Clean Port" initiative has facilitated seven enterprises in obtaining international road transport qualifications, enhancing operational capabilities [4]

Group 1 - Foreign-funded public fund institutions in China have launched 31 new fund products in the first half of the year, with a total new issuance scale of 35.88 billion, representing a 138% increase in quantity and a 43% increase in scale compared to the same period last year [2] - The cold chain logistics market in China is showing positive development, with a total demand for food cold chain logistics expected to reach approximately 192 million tons in the first half of the year, a year-on-year increase of 4.35% [2] - The total logistics value for cold chain logistics in China is projected to be around 4.7 trillion yuan, reflecting a year-on-year growth of 4.21% [2] Group 2 - The largest natural uranium production project in China, "Guo Uranium No. 1" demonstration project, successfully produced its first barrel of uranium, marking a significant breakthrough in domestic uranium production [3] - Over 40 stocks will face unlocking next week, with a total unlocking market value exceeding 27 billion yuan, including Tianyue Advanced with an unlocking market value of 7.487 billion yuan [3] Group 3 - NVIDIA's CEO Jensen Huang has sold approximately 225,000 shares of the company, valued at around 36.4 million dollars, as part of a stock sale plan allowing him to sell up to 6 million shares by the end of the year [5] - Google has agreed to pay approximately 2.4 billion dollars for the technology licensing of AI coding startup Windsurf and has hired its CEO and some employees [5]

Core Insights - The article discusses the strategic upgrades of Huading Cold Chain Technology in the context of global supply chain restructuring, highlighting its ability to achieve growth despite market challenges [1][4]. Company Performance - Huading Cold Chain Technology has managed to achieve growth even as the average monthly order volume for the same stores decreased by 15% in the first half of 2025, indicating a weak consumer market [4]. - The company attributes its growth to three main drivers: prioritizing efficiency over price competition, integrating data across the supply chain, and focusing on reducing overall costs for clients [4][5]. Strategic Approach - The company emphasizes the importance of aligning its business direction with industry demands, focusing on cost reduction and efficiency since its establishment in 2019 [6]. - Huading Cold Chain Technology has invested in automation and intelligent infrastructure ahead of industry trends, which positions it well for future growth [7]. Technological Innovation - The company is advancing its automated warehousing systems, with plans to deploy unmanned forklifts and automated loading/unloading equipment by the end of 2025, significantly enhancing operational efficiency [8]. - The introduction of the "Huading Snow Leopard Smart Model," a provincial-level industrial model, aims to address data fragmentation in the cold chain industry and improve operational efficiency [8]. Future Outlook - The company anticipates a wave of resource integration in the cold chain industry over the next 2-3 years, where the focus will shift from price competition to creating unique value for clients [10]. - The article concludes that companies that can effectively lower overall costs and enhance supply chain efficiency will ultimately be rewarded in the market [10].