Core Insights - The demand for food cold chain logistics in China is expected to reach approximately 192 million tons in the first half of the year, reflecting a year-on-year growth of 4.35% [1] - The total logistics value for this sector is projected to be around 4.7 trillion yuan, also showing a year-on-year increase of 4.21% [1] - The global cold chain logistics market is estimated to be about 363.8 billion USD in 2024, with China accounting for over 20% of this market [1] Industry Overview - The development of the cold chain supply chain in China is currently in a favorable trend, with increasing overall competitiveness [1] - The backdrop of global trade and the restructuring of industrial and supply chains presents new opportunities for the cold chain sector in China [1]

Group 1: E-commerce Logistics Demand - The Chinese e-commerce logistics index has reached a new high for the year, driven by strong seasonal demand for fresh produce and cold drinks during summer [1] - The logistics demand for seasonal products, particularly fresh cherries, has surged, necessitating robust cold chain logistics to maintain quality during long-distance transportation [1] Group 2: Cherry Transportation Process - In Dalian's Guojia Village, cherries are harvested and immediately placed into special vehicles for transport [4] - Cherries are carefully selected, packed with ice packs, and separated by absorbent paper to ensure freshness during the packing process [6] - After pre-cooling, cherries are transported to a transfer station where they are sorted and dispatched using different transportation methods based on distance [7] Group 3: Air Transportation of Cherries - Most cherries are transported by air to regions such as Beijing-Tianjin-Hebei and the Yangtze River Delta, with dedicated cargo planes ready for shipment [8] - The logistics system allows cherries to be delivered to consumers within 24 hours of harvest, ensuring freshness [10] Group 4: Salmon Cold Chain Logistics - Cold chain logistics is also crucial for transporting fresh products like salmon, which is surprisingly cultivated in Xinjiang, an inland region [12] - The high-quality cold water resources in Xinjiang are ideal for salmon farming, with the peak harvest season occurring from July to September [14] - Advanced processing and packaging equipment is used to prepare salmon, followed by rapid freezing in a liquid nitrogen facility to maintain quality [16] Group 5: Quality Assurance in Cold Chain - After processing, salmon undergoes a series of quality checks and is transported using specialized cold chain vehicles equipped with monitoring systems to ensure temperature control [18] - Continuous upgrades in cold chain technology are expanding the market for Xinjiang's high-quality salmon, making it a popular choice among consumers [20]

Group 1 - The core viewpoint emphasizes the significant advancements in China's cold chain logistics system, which has enabled fresh produce like lychees to reach various regions, including remote areas like Lhasa and Urumqi [1][2] - Guangdong province, as the leading lychee producer, has developed a comprehensive logistics network supported by an efficient cold chain system, ensuring that 70% of the world's lychees come from China, with over half from Guangdong [1] - Innovative logistics solutions, such as the "smart station" for pre-cooling lychees and advanced preservation techniques, have been implemented to enhance the freshness and shelf life of lychees, with some varieties lasting up to 30 days [1] Group 2 - The introduction of low-altitude logistics has further upgraded the lychee transportation system in Guangdong, creating an efficient network that combines air, cold chain, and drone delivery, increasing transportation efficiency by 2 to 3 times [2] - Recent successful exports of lychees to international markets, including the UK, Hungary, and Belarus, highlight the effectiveness of the logistics system in connecting local produce to global consumers [2] - The ongoing commitment to improving infrastructure and logistics is driven by the goal of enhancing service development and improving people's livelihoods, with plans to continue advancing the modern infrastructure system [2]

Group 1 - The article highlights the successful harvest of lychee in Guangdong, with farmers benefiting from cold chain logistics that allow for longer preservation and transportation of the fruit [1] - A cold chain logistics park is under construction in Leizhou, supported by financing from the China Development Bank, aimed at enhancing the distribution of local agricultural products [1][2] - The first phase of the cold chain logistics park will cover an area of nearly 120,000 square meters, featuring various temperature-controlled facilities to meet the preservation needs of different food categories [1][2] Group 2 - Since the fourth quarter of last year, the China Development Bank's Guangdong branch has issued 200 million yuan in loans to support the cold chain project, which is expected to boost local industries and facilitate the national market access for agricultural products [2] - The logistics sector is crucial for connecting production and consumption, with the bank focusing on reducing logistics costs and promoting high-quality development in modern logistics [2][8] - In the first half of this year, the bank issued 12 billion yuan in loans for logistics infrastructure, marking a 67% increase year-on-year [2] Group 3 - The China (Meishan) International Cold Chain Supply Chain Project in Ningbo is being developed to enhance cold chain logistics capabilities, featuring modern warehouses with temperature ranges from -60°C to 20°C [3][4] - The project aims to provide comprehensive services including cold storage, customs inspection, and supply chain digital monitoring, with the first phase already operational [4] - The project is expected to facilitate the import of high-quality fresh produce into the domestic market, significantly improving inspection efficiency [4] Group 4 - The Huaihua International Land Port is emerging as a new trade channel for foreign trade, with over 2,000 trains dispatched since May, enhancing logistics efficiency for inland regions [5] - The China Development Bank is providing financing support for the construction of a multi-modal transport center and related infrastructure upgrades at the land port [5][6] - The ongoing projects are set to improve the hub's capacity and support the establishment of a national cold chain logistics base [6] Group 5 - The Tianjin South Port Hazardous Chemicals Smart Logistics Service Center has been completed, addressing previous challenges in hazardous materials transport and providing comprehensive services for drivers [7] - The project received 130 million yuan in loans from the China Development Bank, aimed at enhancing the logistics capabilities for hazardous materials in the Beijing-Tianjin-Hebei region [7] - The center is expected to improve the supply chain service capabilities for chemical products in the region [7][8]

Core Viewpoint - The article highlights the rapid advancements in cold chain logistics in Henan, China, showcasing how technology and infrastructure improvements have enabled fresh produce, particularly lychees, to reach consumers quickly and efficiently. Group 1: Cold Chain Logistics Advancements - Two refrigerated trucks carrying 46 tons of Vietnamese lychees arrived at a logistics center in Henan, demonstrating the effectiveness of cold chain logistics in delivering fresh produce [1] - The use of cold chain logistics allows for lychees to be harvested in Guangxi and delivered to Henan the next day, emphasizing the speed of the supply chain [2] - The "Huading Snow Leopard Intelligent Model" developed by Huading Cold Chain Technology significantly enhances operational efficiency, enabling next-day delivery to rural areas [2][3] Group 2: Market Growth and Business Expansion - The local brand Weila Hot Pot has expanded to 1,300 stores in six years, leveraging the cold chain logistics partnership with Huading Cold Chain Technology to improve delivery efficiency and reduce costs [3] - Huading Cold Chain Technology operates 25 provincial regional centers with a total storage area of 400,000 square meters and a daily order volume of 1.2 million, covering over 2,000 counties [3] - The article notes that over 2,500 brands have benefited from the cold chain logistics model, achieving market penetration across the country [3] Group 3: Infrastructure and Economic Impact - Henan has established a comprehensive cold chain logistics system, with significant investments in transportation infrastructure, including a high-speed rail network and cargo flight routes [4] - The province has been recognized for its cold chain logistics capabilities, with 24 star-rated cold chain enterprises and five national cold chain logistics bases [4][5] - The integration of technology and logistics in Henan is transforming the region from a "cold chain province" to a "strong cold chain province," enhancing its role in the national market [6]

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 across China 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]. - These bases 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]. Group 2: Meeting Consumer Demand - The new cold chain 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]. - They will effectively support the consumption of high-quality fresh produce in urban areas, addressing the needs of upgrading consumer demand [1]. Group 3: Digital and Green Transformation - The cold chain logistics bases are actively promoting the digital upgrade of existing 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 implementing a 29,000 square meter rooftop photovoltaic system, integrating solar power generation, storage, and charging [2]. Group 4: Domestic and International Connectivity - These bases will leverage geographical and industrial advantages to build two cold chain logistics systems that serve domestic production and sales as well as international trade, facilitating a dual circulation of cold chain logistics [2]. Group 5: Future Development Plans - The NDRC plans to guide local governments in high-quality construction of these cold chain logistics bases, continuously enhancing the scale, intensification, organization, and networking of the cold chain logistics system [3].

Group 1 - Yuhu Cold Chain, a leading player in cold chain logistics and food supply chain in China, showcased its projects at the 3rd Tianjin International Shipping Industry Expo, attracting over 8,000 professional visitors [2] - The expo theme "Connecting the World, Shaping the Future" featured over 400 industry leaders discussing cold chain industry upgrades, with Yuhu Cold Chain receiving more than 2,000 visitors on the first day [2] - Yuhu Cold Chain has made significant investments in cold chain infrastructure, totaling nearly 30 billion yuan, covering key consumer markets with a total building area of over 2.6 million square meters and a storage capacity of 150,000 tons [4] Group 2 - The Yuhu Cold Chain (Tianjin) Trading Center project, with a total investment of 5 billion yuan, has officially commenced construction and will serve as a hub for cold chain food distribution in North, Northwest, and Northeast China [6] - Tianjin has been actively developing its cold chain industry, positioning itself as the "city refrigerator" of the Beijing-Tianjin-Hebei region, with Yuhu Cold Chain's project being the first in Northern China [6] - Yuhu Cold Chain integrates international experience with local needs in its investment planning, promoting cross-regional resource circulation through cold chain supply chains [4]

Core Viewpoint - The article discusses the acceleration of the development of smart supply chains in the cold chain sector, highlighting the strategic initiatives of Ninghua Supply Chain to enhance logistics efficiency and competitiveness in response to new government policies [1]. Group 1: Company Overview - Ninghua Supply Chain, co-founded by Wang Lei, focuses on automated cold storage construction and operation, leveraging a unique "investment + warehousing and distribution integration + finance + trade services" model to serve the entire frozen goods industry chain [2]. - The company has established over 100,000 tons of cold storage capacity across various locations, including Shanghai and Kunshan, emphasizing its commitment to high-standard operations [3]. Group 2: Strategic Development - Ninghua Supply Chain adopts a "stability and transformation" strategy to navigate the cyclical challenges of the cold chain industry, maintaining a cold storage rental rate of over 90% to ensure stable cash flow [5][6]. - The company is transitioning from a cold storage operator to a "cold chain scenario architect," enhancing its service offerings to include financial and trade services, thus creating a multi-dimensional service structure [7]. Group 3: Technological Innovation - The company has implemented over 100,000 square meters of high-standard cold storage equipped with photovoltaic systems and AI technology, significantly reducing energy consumption and enhancing operational efficiency [8]. - Ninghua Supply Chain's proprietary Warehouse Management System (WMS) facilitates seamless integration with customs and clients, enabling continuous data collection for improved supply chain financial services and market demand forecasting [8]. Group 4: Industry Insights - The transformation of the cold chain industry is characterized by a shift from mere storage capacity to the ability to provide comprehensive supply chain services, emphasizing the importance of service capability in a competitive landscape [9].

Core Insights - The article highlights the economic revitalization efforts in Tianhe District, Guangzhou, with a focus on attracting high-quality projects and investments to enhance the local industrial ecosystem [1][6]. Group 1: New Projects and Investments - Guangdong Hengjian Innovation Investment Company was established with a registered capital of 500 million yuan, focusing on industrial, project, and venture investments [2]. - The China Communications Cold Chain (Guangzhou Tianhe) Smart Industrial Park is set to become the national operational headquarters for cold chain business, with an expected annual revenue and industrial output exceeding 12 billion yuan [2]. - Tianhe District attracted 180 high-quality industrial projects in the first half of the year, including two billion-level "moon-type" projects and 50 major projects in strategic emerging and future industries [1][3]. Group 2: Industrial Ecosystem Development - Tianhe aims to build a "12126" modern industrial system to strengthen economic foundations and promote coordinated development in key areas [1][4]. - The district is focusing on emerging industries, future industries, and optimizing traditional industries, with an annual investment plan exceeding 1 billion yuan [4]. - The introduction of companies like Lingxin Data Science and Zhejing Junyan Technology reflects the district's commitment to developing artificial intelligence and digital economy sectors [3]. Group 3: Investment Attraction Strategies - Tianhe has implemented a comprehensive investment attraction strategy, including the establishment of a collaborative network and innovative recruitment models [6][7]. - The district's approach emphasizes "industry chain investment," leveraging leading enterprises to attract upstream and downstream partners [7]. - The integration of various resources, including innovation, industry, talent, capital, and policy, is seen as a key advantage for Tianhe in creating a favorable industrial ecosystem [8]. Group 4: Infrastructure and Support Initiatives - Tianhe is enhancing its infrastructure with projects like the Guangzhou International Financial City and the Xiaopeng Motors headquarters, aimed at building a robust smart connected vehicle and new energy vehicle industry cluster [8][9]. - The district has launched initiatives such as the "Win-Win Plan for Enterprises" service station to provide comprehensive support throughout the business lifecycle [9]. - Continuous reforms in project approval processes and the establishment of a one-stop government service channel are part of Tianhe's efforts to improve the business environment [9][10].

Core Insights - The development of cold chain logistics in China is being redefined by new infrastructure initiatives, particularly by Shenzhen International, which is a leading logistics operator in the Guangdong-Hong Kong-Macao Greater Bay Area [1] - Shenzhen International is aligning its strategies with national logistics planning, focusing on building a robust cold chain infrastructure through new constructions, acquisitions, and operational improvements [1] Group 1: Infrastructure Development - Shenzhen International has implemented a "water-land-air-rail + intelligent cold chain" strategy since 2019, investing in multiple cold chain logistics parks in key cities such as Shenzhen, Shanghai, Nanjing, Tianjin, Shijiazhuang, and Chengdu [1] - The cold storage facilities in the Shenzhen Li Guang project cover an area of approximately 50,000 square meters, including a frozen warehouse with 29,261 slots and a refrigerated warehouse with 4,376 slots [3] - The Nanjing Jiangning project features a cold storage area of about 29,000 square meters and a dry warehouse of 3,100 square meters, equipped with over 30,000 pallet positions [5] - The Shijiazhuang Zhengding project has a total construction area exceeding 100,000 square meters, with a pharmaceutical and food cold storage area of about 70,000 square meters [7] Group 2: Operational Strategy - Shenzhen International employs a "self-operated + cooperative" dual-track model to enhance its cold chain operational capabilities [9] - The company has established a cold chain operation team in projects like Shijiazhuang Zhengding and Chengdu Qingbaijiang, while also forming a joint venture with Wanwei Logistics to enhance service offerings [11] Group 3: Technological Integration and ESG - Shenzhen International integrates ESG principles into its operations, responding to national policies on cold chain logistics intelligence [12] - The Shenzhen Li Guang project features a smart management system that allows for precise temperature control within ±0.5°C and real-time monitoring of temperature and humidity [14] - The Nanjing Jiangning project utilizes photovoltaic systems to reduce carbon emissions by over 1,000 tons annually and includes charging stations for new energy vehicles [14] Group 4: Policy Support and Market Opportunities - The national development and reform commission has introduced policies to support cold chain logistics as a key area of focus, with nearly 500 billion yuan allocated for major projects since 2025 [15] - The establishment of national backbone cold chain logistics bases is progressing, with the goal of creating 100 such bases as part of the "14th Five-Year Plan" [16] - Shenzhen International is positioned to seize historical development opportunities in the cold chain logistics sector due to favorable policy support [16]