作为合作互补，蜜雪冰城将凭借其在国内成熟的冷链运营经验，为安骏快递提供中国冷链存储、运输与 城配管理流程标准与运营指导，助力安骏快递快速搭建符合食品行业标准的冷链服务能力。 消息面上，据安骏快递官微消息，巴西当地时间10月29日，安骏快递巴西公司与蜜雪冰城巴西公司在圣 保罗举行战略合作签约仪式。根据协议内容，安骏快递将为蜜雪冰城在圣保罗专属投资建造食品级冷冻 仓库与冷藏仓库，同时全面承接蜜雪冰城在巴西全境的食品、设备及原材料仓储、城市配送与冷链运输 服务，构建从仓储到终端的一体化冷链物流体系。 智通财经APP获悉，蜜雪集团(02097)午前涨超3%，截至发稿，涨2.79%，报405港元，成交额8743.21万 港元。 ...

截至9月19日，罗牛山股东户数9.11万，较上期减少2.98%；人均流通股12633股，较上期增加3.07%。 2025年1月-6月，罗牛山实现营业收入10.84亿元，同比减少42.86%；归母净利润-671.71万元，同比减少 102.45%。 分红方面，罗牛山A股上市后累计派现2.00亿元。近三年，累计派现6909.08万元。 机构持仓方面，截止2025年6月30日，罗牛山十大流通股东中，国泰中证畜牧养殖ETF（159865）位居 第四大流通股东，持股1311.56万股，相比上期增加53.32万股。南方中证1000ETF（512100）位居第七 大流通股东，持股853.38万股，相比上期增加163.65万股。香港中央结算有限公司位居第九大流通股 东，持股669.29万股，相比上期增加16.99万股。华夏中证1000ETF（159845）位居第十大流通股东，持 股501.56万股，为新进股东。 责任编辑：小浪快报 罗牛山今年以来股价跌5.72%，近5个交易日跌1.11%，近20日涨2.12%，近60日涨1.29%。 资料显示，罗牛山股份有限公司位于海南省海口市美兰区国兴大道5号海南大厦农信楼12楼，成立日期 ...

Group 1 - The company, Luoniushan (000735.SZ), clarified that rumors about entering the aviation tire sector are untrue [2] - The main business operations of the company include pig farming and slaughtering, cold chain business, and real estate [2]

Core Insights - The logistics industry is increasingly focusing on cold chain services, particularly for international deliveries, as exemplified by Zhongtong's tailored cold chain service for Yili, which successfully transported ice cream to Cambodia [1][2] - Major players like Zhongtong, SF Express, and JD Logistics are ramping up their cold chain capabilities to meet the growing demand for fresh and high-quality products, with significant investments and expansions in their cold chain networks [2][3] - The cold chain logistics market is projected to grow significantly, with estimates suggesting a market size of 868.6 billion yuan by 2025, driven by rising consumer demand for fresh food and government support [5][4] Company Developments - Zhongtong has established over 1,200 cold chain outlets and plans to cover 70% of counties by 2023, implementing a door-to-door cold chain model [1][2] - SF Express has invested 1.3 billion yuan in its cold chain operations, with a focus on expanding its cold storage and transportation capabilities, including 34 food warehouses and over 13,000 refrigerated vehicles [2][3] - JD Logistics is enhancing its cold chain services by increasing air and land transport capacities, with a 200% increase in air transport for seasonal products like Yangmei [3][2] Market Trends - The demand for cold chain logistics is surging due to trends such as direct-to-consumer agricultural shipments and the rise of ready-to-eat meals, necessitating high-quality and low-loss delivery solutions [5][6] - The cold chain logistics sector is characterized by high entry barriers due to the need for specialized equipment and technology, making it a strategic area for differentiation among logistics companies [7][8] - The pharmaceutical sector presents a lucrative opportunity for cold chain logistics, with strict temperature control requirements and high service costs, allowing logistics companies to capture market share [9][8]

Core Points - Guangzhou Port has launched its first direct shipping route to the west coast of South America, connecting Nansha Port with ports in Peru, Mexico, and Chile, enhancing logistics between the Guangdong-Hong Kong-Macao Greater Bay Area and Latin America [1][3] - The new route, operated by COSCO Shipping Ports, reduces maritime transport time from Peru to China to 23 days, saving over 20% in logistics costs [3] - The WSA3 route will facilitate the export of Chinese manufactured goods such as home appliances, electronics, furniture, and toys, while also allowing for the import of high-quality tropical fruits, seafood, wine, and other products from Latin America [3] - Nansha Port has the highest number of African routes among mainland ports, and the WSA3 route connects it to the new land-sea corridor [3] - The Nansha International Cold Chain project has built three multi-layer cold storage facilities with a total capacity of 227,000 tons, enabling a seamless cold chain service for frozen goods [3] - Future shipments of refrigerated goods from South America, including various meats and fruits, will be more accessible to consumers in China through Nansha Port [3]