Core Insights - The cold chain logistics sector in China is experiencing steady growth in the third quarter, driven by policy guidance and market demand [1] - The total demand for food cold chain logistics reached 11.73 million tons in Q3, a year-on-year increase of 4.72%, with growth accelerating compared to Q2 [1][3] - The total revenue of food cold chain logistics service companies in Q3 was 144.97 billion yuan, reflecting a year-on-year growth of 3.92% [3] Demand and Revenue - The total demand for food cold chain logistics in the first three quarters of the year was 30.93 million tons, up 4.49% year-on-year, with growth accelerating compared to the first half of the year [1] - The total revenue for the first three quarters was 424.91 billion yuan, showing a year-on-year increase of 3.85%, with growth remaining stable compared to the first half [3] Infrastructure Development - Cold storage capacity in China reached 26.3 million cubic meters by Q3 2025, marking a year-on-year increase of 7.35%, with an addition of 2.54 million cubic meters in Q3 [5] - The construction of cold chain infrastructure is progressing steadily, with an increase in cold storage and refrigerated vehicle sales [3][5] Vehicle Sales - Refrigerated vehicle sales in Q3 totaled 23,251 units, representing a year-on-year growth of 41.40%, with new energy refrigerated vehicle sales reaching 10,024 units, up 125.05% [7] - The growth in new energy refrigerated vehicle sales is supported by policy subsidies and the opening of road rights in various regions, with expectations for continued growth in Q4 [7]

Core Insights - The cold chain logistics sector in China is experiencing steady growth in the third quarter, driven by policy guidance and market demand, leading to an expansion in market size [1] Group 1: Market Demand and Growth - The total demand for food cold chain logistics in Q3 reached 117.3 million tons, a year-on-year increase of 4.72%, with growth accelerating by 0.16 percentage points compared to Q2 [4] - The total demand for food cold chain logistics in the first three quarters of the year was 309.3 million tons, reflecting a year-on-year growth of 4.49%, with an acceleration of 0.14 percentage points compared to the first half of the year [4] - Fresh e-commerce sales grew by approximately 15% year-on-year in Q3, maintaining double-digit growth, with the fastest growth seen in fruits and vegetables [3] Group 2: Revenue and Financial Performance - The total revenue of food cold chain logistics service companies in Q3 was 144.97 billion yuan, a year-on-year increase of 3.92%, with growth accelerating by 0.2 percentage points compared to Q2 [6] - The total revenue for the first three quarters of the year was 424.91 billion yuan, reflecting a year-on-year growth of 3.85%, with growth rates remaining stable compared to the first half of the year [6] Group 3: Infrastructure and Capacity - The total capacity of cold storage facilities reached 26.3 million cubic meters by the end of Q3 2025, a year-on-year increase of 7.35%, with an additional capacity of 2.5359 million cubic meters added in Q3 [8] - Cold storage construction is becoming more rational amid a backdrop of reducing excess capacity, leading to a slowdown in capacity growth [8] Group 4: Vehicle Sales and Trends - The sales of refrigerated trucks in Q3 reached 23,251 units, a year-on-year increase of 41.4%, with sales of new energy refrigerated trucks reaching 10,024 units, reflecting a year-on-year growth of 125.05% [10] - The penetration rate of new energy refrigerated trucks is expected to rise to around 40% in the fourth quarter, driven by ongoing policy support and demand for cold chain city distribution [10]

Group 1 - The forum "China-ASEAN Free Trade Area 3.0 Green Value Chain Partnership" aims to promote the greening of regional industrial and supply chains, contributing to global carbon neutrality and sustainable development [1] - China plays a crucial role in the global value chain greening as the world's largest exporter and second-largest importer [1] - Discussions focused on the adaptability and synergy of green low-carbon policies for agricultural products and sustainable transformation practices in key industrial sectors [1] Group 2 - Guangxi has established 105 national-level green factories, 11 green parks, and 1 zero-carbon park, with green factory output accounting for 35% of the total industrial output value [2] - The sugar industry in Guangxi has achieved a circular economy output exceeding 100 billion yuan, with a 100% utilization rate of by-products like bagasse [2] - Guangxi is building a clean energy hub for ASEAN, with over 70% of installed capacity from clean energy sources and cross-border electricity exchanges exceeding 74 billion kilowatt-hours [2] Group 3 - Guangxi's exports to ASEAN reached 275.09 billion yuan in the first eight months of the year, leading among central and western provinces in China, with a nearly 50% increase in exports of electric passenger vehicles [3] - Consensus was reached to strengthen policy dialogue and technical exchanges, co-establish a regional green value chain standard system, and deepen collaboration in industrial and supply chains [3]

Core Insights - The cold chain logistics sector in China is experiencing steady growth in the third quarter, driven by policy guidance and market demand [1][2] - The total demand for food cold chain logistics reached 11.73 million tons in Q3, a year-on-year increase of 4.72% [1] - The total revenue for food cold chain logistics service companies was 144.97 billion yuan in Q3, reflecting a year-on-year growth of 3.92% [1] Demand and Revenue - In Q3, the total demand for food cold chain logistics was 11.73 million tons, with a year-on-year growth rate of 4.72%, accelerating by 0.16 percentage points compared to Q2 [1] - For the first three quarters of the year, the total demand reached 30.93 million tons, marking a year-on-year increase of 4.49% [1] - The total revenue for food cold chain logistics service companies in Q3 was 144.97 billion yuan, up 3.92% year-on-year, with an acceleration of 0.2 percentage points from Q2 [1] - The total revenue for the first three quarters was 424.91 billion yuan, reflecting a year-on-year growth of 3.85% [1] Infrastructure Development - Cold chain infrastructure construction is progressing steadily, with continuous expansion of cold storage capacity and an increase in refrigerated vehicle sales [2] - By Q3 2025, the total capacity of cold storage is projected to reach 26.3 million cubic meters, a year-on-year increase of 7.35% [2] - In Q3, 2.54 million cubic meters of new cold storage capacity was added [2] - Refrigerated vehicle sales reached 23,251 units in Q3, showing a year-on-year growth of 41.40%, with new energy refrigerated vehicle sales increasing by 125.05% [2] - The penetration rate of new energy refrigerated vehicles is expected to rise to around 40% in the fourth quarter due to ongoing policy support and demand [2]

Core Insights - The cold chain logistics sector in China is experiencing steady growth, driven by policy guidance and market demand, with an expanding market scale [1][2] Group 1: Cold Chain Logistics Demand - In Q3, the total demand for food cold chain logistics reached 11.73 million tons, a year-on-year increase of 4.72%, with growth accelerating by 0.16 percentage points compared to Q2 [1] - For the first three quarters of the year, the total demand was 30.93 million tons, up 4.49% year-on-year, with an acceleration of 0.14 percentage points compared to the first half of the year [1] - Fresh e-commerce sales grew by approximately 15% year-on-year in Q3, with the fastest growth seen in fruits and vegetables [1] Group 2: Revenue Growth - In Q3, total revenue for food cold chain logistics service companies was 144.97 billion yuan, a year-on-year increase of 3.92%, with growth accelerating by 0.2 percentage points compared to Q2 [1] - For the first three quarters, total revenue reached 424.91 billion yuan, up 3.85% year-on-year, with growth remaining stable compared to the first half of the year [1] Group 3: Cold Chain Infrastructure Development - Cold chain infrastructure construction is progressing steadily, with continuous expansion of cold storage capacity and steady growth in refrigerated vehicle sales [2] - By Q3 2025, the total capacity of cold storage is projected to reach 26.3 million cubic meters, a year-on-year increase of 7.35%, with an addition of 2.5359 million cubic meters in Q3 [2] - Refrigerated vehicle sales in Q3 reached 23,251 units, a year-on-year increase of 41.40%, with sales of new energy refrigerated vehicles growing by 125.05% [2]

Core Insights - The logistics industry in China is focusing on "digital intelligence" and "green transformation" as key paths for development, highlighted in the report released at the 40th Logistics Industry High-Quality Development Conference [1] - The construction of a modern and efficient cold chain logistics system is identified as crucial for ensuring people's livelihoods, promoting domestic demand, and revitalizing rural areas [1] Industry Development and Network Capability Construction - National policies such as the "14th Five-Year Plan for Cold Chain Logistics Development" have provided systematic and standardized development directions for the industry, emphasizing the need for a cold chain logistics infrastructure network to reduce agricultural product losses and ensure food safety [5] - Major cold chain companies are enhancing their national network layouts, with Huading Cold Chain Technology establishing a three-tier warehouse network (Central Warehouse, Regional Warehouse, and Front Warehouse) to improve logistics efficiency and resource allocation [7] Model Exploration and Technology Application Practice - The industry is actively exploring innovative models and technology applications to enhance service quality and efficiency [8] - Companies like Huading Cold Chain Technology are transitioning from being mere logistics service providers to integrated supply chain solution providers, offering services that include supply chain planning, inventory management optimization, and delivery route design [10] - The concept of resource sharing is being proposed to address long-standing issues of uneven resource distribution and low utilization rates, with Huading Cold Chain sharing its storage and transportation resources with industry partners [10] Technology Application - Digital intelligence is becoming a key driver for the development of cold chain logistics, with the application of IoT and big data technologies becoming increasingly common [12] - Huading Cold Chain Technology's "Huading Snow Leopard Digital Model" optimizes warehouse operations and transportation routes through data analysis and real-time information integration, aiming to reduce empty runs and optimize loading rates [12] Future Outlook - The dual certification awarded to Huading Cold Chain Technology reflects a broader trend in the industry, where rising consumer expectations and policy support are driving demands for higher service quality, coverage, and operational efficiency [13] - Future competition in the industry is expected to focus on refined operations, technological empowerment, and green low-carbon development, with companies that effectively integrate network resources and continuously optimize operational efficiency likely to seize more opportunities in the new phase of high-quality development [15]

Core Insights - The logistics industry in China is focusing on "digital intelligence" and "green" transformation paths, as highlighted in the recent development report presented at the 40th Logistics Industry High-Quality Development Conference [1] - The report emphasizes the importance of building a modern and efficient cold chain logistics system to ensure public welfare, stimulate domestic demand, and promote rural revitalization [1] Industry Development and Network Capability Construction - National policies such as the "14th Five-Year Plan for Cold Chain Logistics Development" have outlined a systematic and standardized development direction for the industry, emphasizing the need for a cold chain logistics infrastructure network to reduce agricultural product losses and ensure food safety [5] - Major cold chain companies are enhancing their national network layouts, with Huading Cold Chain Technology implementing a three-tier warehouse network model (Central Warehouse, Regional Warehouse, and Front Warehouse) to improve logistics efficiency and resource allocation [7] Model Exploration and Technology Application Practice - Companies like Huading Cold Chain Technology are transitioning from being mere logistics service providers to integrated supply chain solution providers, offering services that include supply chain planning, inventory management optimization, and delivery route design [10] - The industry is increasingly adopting resource-sharing concepts to address long-standing issues of uneven resource distribution and low utilization rates, with Huading Cold Chain sharing its storage and transportation resources with industry partners to enhance overall cold chain resource efficiency [10] Technological Advancements - Digital intelligence is becoming a key driver for the development of cold chain logistics, with the application of technologies such as the Internet of Things (IoT) and big data becoming more widespread [12] - Huading Cold Chain Technology's "Huading Snow Leopard Digital Model" exemplifies industry practices, optimizing warehouse operations and transportation routes through data analysis and real-time information integration [12] Future Outlook - The dual certification awarded to Huading Cold Chain Technology reflects a broader trend in the industry, where rising consumer expectations and supportive policies are driving demands for higher service quality, coverage, and operational efficiency [13] - Future competition in the industry is expected to focus on refined operations, technological empowerment, and green low-carbon development, with companies that effectively integrate network resources and innovate operational efficiencies likely to seize more growth opportunities in this new phase of high-quality development [15]

10月23日，位于南京经济技术开发区、总投资50亿元的玉湖冷链(南京)交易中心项目完成开工前所有必备的手续，正式开工建设。从2024年9月首次接洽 到落地开工，仅用一年时间，南京经开区全力保障重大项目落地，攻克了一个个难点，多项流程办理刷新记录。 创新"1+1"布局，打造长三角冷链新枢纽 规划和自然资源局的"效率突破"同样亮眼。为保障土地按期出让，按挂牌时间倒排环节，组建专班推进规划调整，仅用三个半月就完成规划调整方案从技 术审查、专家论证、社会公示到市政府批复；在供地环节，通过"串联手续抓紧办、并联手续同步办、相关手续容缺办"，将"四审合一规划条件出具至挂 牌公告"的时间压缩至15个工作日，刷新区域供地效率纪录。 该项目是玉湖冷链打造的华东区域首个一级枢纽，总投资50亿元。"新港片区近主城，做城配和展示交易；龙潭片区是宁镇扬中心节点，做仓储和物流枢 纽——这个'1+1'模式，在玉湖全国布局的项目里是首例。"南京经开区国内招商中心吕慧君介绍说。 为匹配玉湖冷链打造"华东区域首个一级冷链枢纽"的需求，南京经开区跳出单一地块思维，针对性提供新港、龙潭两个片区用地，分两期构建"功能互 补、联动发展"的格局：新港片区 ...

近日，河南华鼎冷链仓配科技有限公司正式通过中国物流与采购联合会组织的星级冷链评估，获评"五星级冷链物流企业(综合型)"。这一认证依据《物流企 业冷链服务要求与能力评估指标》(GB/T 31086-2014)国家标准，从设施设备、信息化、管理与服务三大维度严格评审，标志着华鼎冷链在专业化、规范 化、科学化运营方面达到行业顶尖水平。 行业标杆效应显著，政策与技术双轮驱动发展 此次五星认证的获得，恰逢国家《"十四五"冷链物流发展规划》深化实施期。政策驱动下，冷链物流行业迎来黄金发展期——2023年全国冷链物流需求总量 达3.5亿吨，同比增长6.1%;冷库容量突破2.3亿立方米，冷藏车保有量超43.2万辆。华鼎冷链作为行业龙头，其"技术密集化+服务颗粒度细化"的发展路径与 行业趋势高度契合。公司先后获评"国家AAAA级物流企业""物流企业技术创新奖"，并入选"中国餐饮业ESG优秀案例""有效降低全社会物流成本优秀案 例"，形成可复制的冷链物流高质量发展模式。 此次获评五星，不仅是对华鼎冷链过往成绩的肯定，更是其开启新征程的起点。在政策红利、技术创新、市场需求的三重驱动下，华鼎冷链正以"五星"标准 重塑冷链物流价值，引 ...

Core Insights - The article highlights the robust support of industrial projects for the stable economic foundation in Nanjing, showcasing significant investments in high-tech and impactful projects that drive high-quality economic development [1] Group 1: Industrial Projects - The Yuhu Cold Chain (Nanjing) Trading Center project has commenced, aimed at enhancing food safety and optimizing the cold chain logistics system in the region, thereby supporting the construction of a regional shipping logistics hub [1] - The Zhengke Pharmaceutical new comprehensive formulation production base project has a total investment of approximately 1.6 billion yuan, covering about 90 acres, with a total construction area exceeding 110,000 square meters, expected to generate 2 billion yuan in revenue by 2029 [2] - The Tianjia Air Clean Equipment project, recognized as a provincial major project, has achieved a 60% automation rate in production and has implemented AI technologies, resulting in a 20% reduction in R&D cycle and a 25% acceleration in order delivery [3] Group 2: Investment Progress - From January to September, 54 provincial major projects in Nanjing achieved an investment progress of 86.1%, exceeding the scheduled progress by 11.1 percentage points, while 502 municipal major projects reached an investment progress of 85.1% [4] - The total investment amount for city-level projects that commenced in the first nine months is nearly 30 billion yuan, with investment progress surpassing the average level of new projects in the city by approximately 3 percentage points [4] - The top three districts in terms of completed investment for provincial and municipal major projects in the first three quarters are Jiangning District, Jiangbei New Area, and Lishui District, with completed investments of 20.67 billion yuan, 14.96 billion yuan, and 13.32 billion yuan, respectively [4]