On December 12, the general office of the State Council issued the cold chain logistics development plan for the 14th five year plan, proposing to build a number of comprehensive leading enterprises with strong international competitiveness.
The plan specifies that by 2025, a cold chain logistics network connecting the origin and 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 established, and the ability and efficiency of regulating Shenzhen Agricultural Products Group Co.Ltd(000061) cross seasonal supply and demand and supporting the cross regional circulation of cold chain products will be significantly improved, The role of supporting and ensuring national economic and social development has been significantly enhanced.
Looking forward to 2035, the modern cold chain logistics system will be fully completed, which will effectively support the construction of modern economic system and effectively meet the growing needs of people for a better life. Source: China government website
throughout the whole process planning of cold chain logistics
In 2020, the scale of 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 is about 2.4 times, 2 times and 2.6 times respectively at the end of the 12th Five Year Plan.
The plan proposes that during the “14th five year plan” period, about 100 national backbone cold chain logistics bases will be laid out and built to form a group of comprehensive leading enterprises with strong international competitiveness. The low-temperature treatment rates of meat, fruits and vegetables and aquatic products will reach 85%, 30% and 85% respectively, and Shenzhen Agricultural Products Group Co.Ltd(000061) postpartum losses and food circulation waste will be significantly reduced.
The plan describes the development situation of the industry in the future. China has turned to a high-quality development stage, the industry has accelerated to move towards the middle and high-end of the global value chain, the modern agriculture, food industry, pharmaceutical industry and service industry have been comprehensively upgraded, and the demand for high-quality, refined and personalized cold chain logistics services is increasing day by day.
The development goal proposed in the plan is to initially form a cold chain logistics network connecting origin and land sales, covering urban and rural areas and connecting China International by 2025. Looking forward to 2035, a modern cold chain logistics system will be fully completed, the facility network, technical equipment and service quality will reach the world advanced level, the industrial supervision and governance capacity will basically be modernized, the construction of a modern economic system will be strongly supported, and the growing needs of people’s beautiful life will be effectively met.
Among them, it mainly focuses on infrastructure, development quality and supervision level. In terms of infrastructure, relying on Shenzhen Agricultural Products Group Co.Ltd(000061) advantageous production areas, important distribution centers and main sales areas, layout and build about 100 national backbone cold chain logistics bases; Around the distribution of service Shenzhen Agricultural Products Group Co.Ltd(000061) producing areas, optimize the sales network of cold chain products, and build a number of production and marketing cold chain centralized distribution centers.
In terms of development quality, the service capacity of refined, diversified and quality cold chain logistics has been significantly enhanced, forming a number of comprehensive leading enterprises with strong international competitiveness.
In terms of supervision level, the cold chain logistics supervision laws and regulations have been further improved, the supervision mechanism of “government supervision, enterprise self-management, industry self-discipline and social supervision” has been basically established, and the monitoring and supervision system throughout the whole process of cold chain logistics has initially taken shape. The whole process monitoring of refrigerated vehicles, refrigerators and key cold chain products has basically achieved full coverage.
12 national cold chain logistics projects
The plan shows 12 national cold chain logistics projects. The first is the three-level cold chain logistics node construction project: the first level is the national backbone cold chain logistics base construction project, the first level is the production and marketing cold chain centralized distribution center construction project, and the first level is the defect repair project of cold chain logistics facilities at both ends. Source: China government website
It is mentioned that facing the “last mile” consumption demand of the city, we should guide farmers’ markets, supermarkets, convenience stores, pharmacies, fresh e-commerce, express enterprises and other enterprises to improve the cold chain logistics facilities at the end of the city.
In addition, the plan also covers the short board project of Shenzhen Agricultural Products Group Co.Ltd(000061) origin cold chain logistics facilities, cold chain transportation quality improvement, efficiency reduction and cost reduction project, sales cold chain logistics improvement project, pharmaceutical products cold chain logistics quality improvement project, cold chain logistics innovation and low-carbon development project, cold chain logistics equipment renewal project, supply and marketing system Shenzhen Agricultural Products Group Co.Ltd(000061) cold chain logistics system construction project Backbone cold chain logistics enterprise cultivation project, cold chain logistics standard system construction project, national cold chain food traceability supervision system construction project, imported cold chain food preventive disinfection optimization project.
According to the data of East Money Information Co.Ltd(300059) choice, there are 91 listed companies in the A-share cold chain logistics sector. From the stock price increase in the past 60 days, Cofco Engineering & Technology Co.Ltd(301058) , Zhejiang Dun’An Artificial Environment Co.Ltd(002011) , Ccoop Group Co.Ltd(000564) , Shenzhen Envicool Technology Co.Ltd(002837) , North Industries Group Red Arrow Co.Ltd(000519) ranked among the top five. Source: East Money Information Co.Ltd(300059) choice
From the latest total market value, S.F.Holding Co.Ltd(002352) , Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , Huadong Medicine Co.Ltd(000963) , China International Marine Containers (Group) Co.Ltd(000039) , Guangzhou Kingmed Diagnostics Group Co.Ltd(603882) ranked among the top five. Among them, S.F.Holding Co.Ltd(002352) ranks first with a total market value of 321.4 billion yuan.
In terms of operating revenue as of September 30, 2021, Xiamen Xiangyu Co.Ltd(600057) , S.F.Holding Co.Ltd(002352) , China International Marine Containers (Group) Co.Ltd(000039) , Suning.Com Co.Ltd(002024) , Sinotrans Limited(601598) ranked among the top, of which Xiamen Xiangyu Co.Ltd(600057) ranked first with a total revenue of 344.4 billion yuan. Source: East Money Information Co.Ltd(300059) choice
(China Securities Journal)
