In the past weekend, a new top-level design was released in the subdivided field of cold chain transportation in the logistics sector.
Yesterday, the general office of the State Council issued the “14th five year plan” for the development of cold chain logistics. By 2025, a cold chain logistics network connecting origin and land sales, covering urban and rural areas and connecting China International will be initially formed, a cold chain logistics system in line with China’s national conditions and industrial structure characteristics and meeting the needs of economic and social development will be basically built, and Shenzhen Agricultural Products Group Co.Ltd(000061) cross seasonal supply and demand will be adjusted The ability and efficiency of supporting the cross regional circulation of cold chain products have been significantly improved, and the role of supporting and ensuring national economic and social development has been significantly enhanced. The service capacity of refined, diversified and quality cold chain logistics has been significantly enhanced, and a number of comprehensive leading enterprises with strong international competitiveness have been formed.
Subsequently, the national development and Reform Commission will introduce the relevant situation of the “14th five year plan” cold chain logistics development plan, and a press conference will be held at 10:00 this morning .
In 2020, the scale of China’s cold chain logistics market will exceed 380 billion yuan, the capacity of cold storage will be nearly 180 million cubic meters, and the number of refrigerated vehicles will be about 287000, which are about 2.4 times, 2 times and 2.6 times respectively at the end of the 12th Five Year Plan. Since the 14th five year plan, the level of cold chain equipment has continued to improve significantly. Recently, the infrastructure related to the cold chain is ushering in a new round of progress. At the beginning of this month, the China Laos international cold chain freight train connecting China’s Yunnan and Laos was put into operation; Subsequently, Liaoning Province gave subsidies to promote marine economic development projects, including cold chain logistics infrastructure.
Cold chain equipment is divided into quick freezing device in production and processing link, cold storage in storage link, refrigerated truck in transportation link, display cabinet for terminal sales, etc. Ping An Securities transportation team said that this plan puts forward new development requirements and plans for cold chain equipment, for the refrigerated vehicle link , it will actively promote new refrigerated vehicles, railway refrigerated vehicles and refrigerated containers; for the terminal retail link , it is planned to encourage the application of mobile cold storage, intelligent cold chain automatic vending machine, cold chain self lifting cabinet, etc; for intelligent , the plan proposes to “strengthen the application of cold chain intelligent technology and equipment” and promote the wide application of big data, Internet of things, 5g, blockchain, artificial intelligence and other technologies in the field of cold chain logistics; for green development , it is planned to encourage the use of green energy-saving equipment and eliminate high emission refrigerated vehicles.
Ping An Securities transportation team said that this plan will guide the cold chain equipment to a new era of standardized, intelligent and green development. With innovative advantages, the leader of cold chain equipment is expected to share more incremental markets. Many enterprises are expected to take advantage of the high-quality development opportunity of China’s cold chain logistics industry to become an industry giant with global influence . In terms of cold chain logistics, it is recommended to pay attention to S.F.Holding Co.Ltd(002352) , JD logistics and Sinotrans Limited(601598) ; In terms of cold chain equipment, it is recommended to pay attention to Qingdao Hiron Commercial Cold Chain Co.Ltd(603187) (cold chain commercial display cabinet) and Moon Environment Technology Co.Ltd(000811) (refrigeration equipment). Shengang securities also suggests paying attention to high-quality targets of refrigeration equipment, such as Sanhe Tongfei Refrigeration Co.Ltd(300990) .
(Financial Associated Press)
