转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院冷藏车研究小组发布的《中国冷藏车行业市场需求前景与投资规 划分析报告》 行业主要上市公司：中集车辆(301039)、中国重汽(000951)、福田汽车(600166)、东风汽车(600006)、江 淮汽车(600418)、江铃汽车(000550)、一汽解放(000800)、动力新科(600841)等 本文核心数据：冷藏车企业数量、冷藏车区域规模 中国冷藏车企业注册区域集中在山东省 截至2025年12月，中国冷藏车相关企业注册区域主要集中在山东省，注册企业累计7000余家，其次为河 北省，注册企业6000余家。 从区域市场冷藏车流入情况来看，2025前三季度华东地区冷藏车销量最高，为16042辆，占全国销量的 27.87%。华中和西南地区紧随其后，销量分别为10163辆和9240辆，占比分别为17.66%和16.06%。 注：统计时间截至2025年12月5日，下同。 冷藏车行业代表性企业集中于长三角区域 从代表性企业分布情况来看，我国冷藏车代表企业分布在广东、江苏、浙江、山东等东部沿海省份，总 体来看企业集中于长三角区域。 华东地区冷藏车销量最高 广东省冷 ...

CCTV/13) CCTV/13 THE PERSONAL ......... is 111 ... .. .. .. .. BLE 2025年冷库基础设施持续扩容，冷库总容量达到2.67亿立方米，同比增长5.53%，并从扩规模向智能化、自动化升级转变。此外，在2025年冷链物流运 行数据中，绿色节能发展趋势明显，新能源冷藏车带动整体冷藏车销量增长。 2025年我国冷链物流市场规模持续扩大，基础设施建设稳步推进。中国物流与采购联合会冷链专业委员会数据显示，2025年冷链物流需求总量为3.814 亿吨，同比增长4.50%，增速较2024年加快0.2个百分点。 从物流总收入来看，2025年全年冷链物流总收入为5567.1亿元，同比增长3.84%，增速较2024年加快0.14个百分点。中国物流与采购联合会冷链专业委 员会秘书长秦玉鸣表示，2025年冷链物流运行保持了稳步增长，基建网络基本成型。线上消费和即时零售增长迅速，小时达、次日达、分钟达，带动了冷链 物流的新需求。另外，随着中国的食品企业和中国的连锁企业"出海"，也带动了跨境冷链的快速发展。" 央视网消息：中国物流与采购联合会1月28日公布2025年冷链物流运 ...

标准技术不断提升 中国物流与采购联合会相关负责人今天在2025冷链产业发展年会上介绍说，"十四五"时期，我国冷 链行业在顶层战略引领、市场需求不断增长的驱动下，实现基础设施跨越发展、科技赋能加速显现、行 业格局深刻重塑，迈入高质量发展快车道。 市场规模空前壮大 运行网络基本成型 从2020年到2025年，食品冷链物流业务总需求量预计从2.65亿吨增至3.81亿吨，冷链服务企业总收 入预计从3832亿元增至5567亿元。冷库（以销区为主的公共型食品冷库）总库容快速增加，2025年预计 达2.67亿立方米，较2020年增长50.85%。运力供给不断增强，冷藏车保有量预计达58.54万辆，较2020 年增长104.19%。新能源冷藏车实现爆发式增长。2025年，新能源冷藏车销量预计约34140辆，同比增 长59.77%，占冷藏车总销量的42.97%。"十四五"期间，累计销售6.4万多辆，年均增速134.31%。冷链网 络体系日趋完善。初步形成以105家骨干冷链物流基地为核心枢纽、产销冷链集配中心为关键节点、两 端冷链设施为基础支撑的三级网络体系，构建"四横四纵"骨干通道网络和四通八达的毛细血管，不断满 足市场需求、 ...

Core Insights - The cold chain logistics sector in China is experiencing steady growth, with a total demand of 117.3 million tons in Q3, representing a year-on-year increase of 4.72% [2][3] - The total revenue for food cold chain logistics service companies reached 144.97 billion yuan in Q3, marking a 3.92% increase year-on-year [5] - The total capacity of cold storage facilities reached 26.3 million cubic meters by the end of Q3 2025, showing a year-on-year growth of 7.35% [7] Demand and Market Trends - The growth in cold chain logistics demand is driven by seasonal consumption peaks and holiday preparations, particularly for meat and fresh produce [5] - Fresh e-commerce sales saw a year-on-year increase of approximately 15%, with the fastest growth in fruit and vegetable categories [5] Infrastructure and Capacity - The cold storage capacity is expanding, with an addition of 2.54 million cubic meters in Q3 [7] - Cold chain infrastructure, including refrigerated truck sales, is also on the rise, with refrigerated truck sales reaching 23,251 units in Q3, a year-on-year increase of 41.40% [10] Electric Vehicle Adoption - The sales of new energy refrigerated trucks surged by 125.05% year-on-year, totaling 10,024 units in Q3, driven by policy support and increasing demand for cold chain city distribution [10] - The penetration rate of new energy refrigerated trucks is expected to rise to around 40% in the upcoming quarter [10]

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]

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 cold chain logistics industry is experiencing steady growth, driven by increasing consumer demand for fresh seafood and other perishable goods, with a total demand of 192 million tons in the first half of the year, representing a year-on-year increase of 4.35% [2][3] - The investment in cold storage facilities is expanding, with a total investment of 22.306 billion yuan in cold storage projects in the first half of the year, marking a year-on-year increase of 7.67% [3][4] - The sales of new energy refrigerated trucks are surging, with a total of 10,548 units sold in the first half of the year, reflecting a remarkable year-on-year growth of 119.61% [5][6] Cold Chain Logistics Demand - The total demand for food cold chain logistics reached 192 million tons in the first half of the year, with a revenue of 279.94 billion yuan, up 3.84% year-on-year [2] - The logistics network is efficiently delivering fresh products, with daily shipments of up to 20,000 orders for crabs during peak seasons [2] Cold Storage Investment - The investment in cold storage projects reached 22.306 billion yuan in the first half of the year, with a total capacity of 26 million cubic meters, equivalent to approximately 10.4 million tons, an increase of 6.12% year-on-year [4] - New cold storage facilities are being developed to meet market demands, such as a 9.2 billion yuan cold storage facility in Guangdong with a capacity of over 150,000 tons [3] New Energy Refrigerated Trucks - The sales of refrigerated trucks increased by 18.19% year-on-year, with new energy refrigerated trucks accounting for 35.8% of total sales [5] - The demand for refrigerated trucks is robust, with continuous growth in transportation volume, maintaining a 20% growth rate for three consecutive months [6]

Core Insights - The seafood market is thriving, with a robust cold chain logistics network ensuring fresh delivery to consumers, supported by increased investment in cold storage and refrigerated vehicles [1][2]. Cold Chain Logistics Demand - The total demand for food cold chain logistics reached 192 million tons in the first half of the year, representing a year-on-year growth of 4.35% [2]. - The total revenue for food cold chain logistics service companies was 279.94 billion yuan, an increase of 3.84% year-on-year [2]. - The growth momentum of the food cold chain logistics industry is strong, with enhanced resilience as fresh products enter the consumption peak season [2]. Cold Storage Investment - Investment in cold storage projects amounted to 22.306 billion yuan in the first half of the year, reflecting a year-on-year increase of 7.67% [4]. - The total capacity of cold storage (public food cold storage) reached 260 million cubic meters by the end of June, equivalent to approximately 104 million tons, which is a 6.12% increase year-on-year [4]. - A new "super cold storage" facility in Guangdong, with an investment of 920 million yuan and a capacity exceeding 150,000 tons, has been put into operation to enhance cold chain logistics in the region [3]. Refrigerated Vehicle Sales - Sales of refrigerated vehicles reached 29,474 units in the first half of the year, marking an 18.19% increase year-on-year, with sales of new energy refrigerated vehicles at 10,548 units, up 119.61% [5]. - The penetration rate of new energy refrigerated vehicles reached 35.8%, an increase of 16.5 percentage points year-on-year [5]. - The demand for refrigerated vehicles remains high, with continuous growth in transportation volume, maintaining a 20% growth rate for three consecutive months [6].