Cold chain logistics industry ushers in important top-level planning! Plate stocks meet the daily limit

Recently, the Ministry of transport, the State Railway Administration, the Civil Aviation Administration of China, the State Post Office and China National Railway Group Co., Ltd. jointly issued the implementation opinions on accelerating the high-quality development of cold chain logistics transportation (hereinafter referred to as the opinions).

It is mentioned that fresh e-commerce and delivery logistics enterprises are encouraged to strengthen the construction of “last mile” facilities such as urban cold chain front warehouse.

Affected by the relevant positive effects in the past two days, individual stocks in the logistics sector continued to rise sharply today, with the limit of Jiangsu Xinning Modern Logistics Co.Ltd(300013) 20cm, the limit of Guanghui Logistics Co.Ltd(600603) Cmst Development Co.Ltd(600787) Cmst Development Co.Ltd(600787) .

At the same time, the reporter learned that Zhejiang, Shandong and other places have also issued supporting policies to actively promote the development of cold chain logistics industry.

accelerate the improvement of cold chain logistics infrastructure network

The opinion proposes to accelerate the improvement of cold chain logistics infrastructure network from two aspects: one is to optimize the layout of cold chain facilities at hub ports and stations, and the other is to improve the network of production and marketing cold chain transportation facilities.

Among them, in terms of optimizing the cold chain facilities of hub ports and stations, in combination with the construction of national cold chain logistics backbone channel network, relying on Shenzhen Agricultural Products Group Co.Ltd(000061) advantageous production areas, freight hubs, major ports, railway logistics bases and hub airports where important distribution centers and main sales areas are located, we will coordinate the planning and layout of cold chain logistics infrastructure, promote the entry of special railway lines into logistics parks and port terminals, and improve the connection of trunk and branch lines, regional distribution Cold chain transportation service functions such as warehousing and distribution, so as to improve the support capacity of cold chain transportation.

In terms of improving the network of production and marketing cold chain transportation facilities, support qualified county-level logistics centers and township transportation service stations to expand the functions of cold chain logistics services, provide operation places for facilities and equipment such as precooling, refrigeration and preservation, mobile storage and low-temperature sorting in Shenzhen Agricultural Products Group Co.Ltd(000061) origin, and improve the conditions of “the first one kilometer” cold chain logistics facilities in Shenzhen Agricultural Products Group Co.Ltd(000061) origin. In addition, fresh e-commerce and delivery logistics enterprises are encouraged to strengthen the construction of “last mile” facilities such as urban cold chain front warehouse, and set up intelligent cold chain self delivery cabinets in communities and commercial buildings.

In addition, the opinion also proposes to promote the innovation and upgrading of technical equipment from three aspects, including the promotion and application of multi temperature layer and new energy cold chain transport vehicles; Encourage enterprises to develop and apply modular packaging suitable for Shenzhen Agricultural Products Group Co.Ltd(000061) of fruits and vegetables, promote the whole process of cold chain transportation, and reduce the loss of transportation links; Vigorously develop international shipping standard refrigerated containers, etc.

cultivate backbone enterprises of cold chain transportation

Zhejiang, Shandong and other places

The opinion proposes to cultivate backbone enterprises of cold chain transportation, build a number of well-known cold chain transportation service brands, guide cold chain transportation enterprises to strengthen alliance cooperation with production and processing enterprises such as fruits and vegetables, aquatic products and meat, and actively develop new modes such as highway cold chain special line, joint distribution in multi temperature areas, “fresh e-commerce + cold chain home distribution”, “central kitchen + cold chain distribution of food materials”, “deep processing of aquatic products + cold chain transportation”. Support cold chain logistics enterprises to build network freight platform, optimize and integrate products, cold storage, cold chain transportation vehicles and other resources, cultivate leading cold chain logistics enterprises and improve market concentration.

At the same time, support international logistics enterprises to extend overseas ground service networks through joint ventures, self built networks, mergers and acquisitions, improve the whole process organization ability of cross-border cold chain logistics, and cultivate a number of modern cold chain logistics enterprises with strong international competitiveness.

The reporter noted that all parties are taking positive actions, and many places such as Zhejiang and Shandong have also issued supportive policies to actively promote the development of cold chain logistics industry.

For example, in February this year, Zhejiang issued several opinions supporting the high-quality development of cold chain logistics, giving a series of favorable policies. For example, enterprises that use the original land to build cold chain logistics infrastructure shall be supported according to law in handling planning permit, construction permit, etc; Support the construction of precooling facilities in producing areas, encourage all localities to actively declare the national Shenzhen Agricultural Products Group Co.Ltd(000061) producing areas for cold storage and fresh preservation, and promote the pilot in the whole county. For the construction subjects included in the national pilot areas, the central government will give subsidies according to 30% of the total cost of infrastructure construction, and the maximum amount of subsidies for a single subject shall not exceed 1 million yuan.

logistics sector stocks eye-catching

multi share price limit, huge market space

Due to the continuous positive effects of the logistics sector in the past two days, the whole sector has been sought after. Yesterday, the performance of A-share logistics sector was outstanding. Today, the rise of individual stocks in logistics sector continues to be eye-catching. As of the press release of the reporter, Jiangsu Xinning Modern Logistics Co.Ltd(300013) “20cm” limit, Guanghui Logistics Co.Ltd(600603) , Cmst Development Co.Ltd(600787) and other individual stocks limit.

The day before yesterday, the opinions of the CPC Central Committee and the State Council on accelerating the construction of a national unified market was released. According to the interpretation of this organization, this will open up the blocking points, break the local protection and market segmentation, help the smooth flow of commodity factor resources in a wider range, and for the popular goods industry, it means the further expansion of market space and the reduction of operating costs.

In fact, there are many advantages in logistics, especially in the cold chain logistics sector, and the market space is huge.

According to the data, in recent years, the scale of China’s cold chain logistics market has grown rapidly, the construction of national backbone cold chain logistics base and cold chain facilities for producing and selling land has been steadily promoted, and the level of cold chain equipment has been significantly improved. 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.

At the end of last year, the general office of the State Council issued the “14th five year plan” for the development of cold chain logistics. The plan proposes that by 2025, a cold chain logistics network connecting the origin and land sales, covering urban and rural areas and connecting China International will be initially formed, and about 100 national backbone cold chain logistics bases will be arranged and constructed. Implement the “backbone cold chain logistics enterprise cultivation project” and cultivate a number of cold chain logistics enterprise groups with international competitiveness.

“The so-called ‘backbone cold chain logistics enterprise cultivation project’ means’ Cultivating backbone enterprises, supporting cold chain logistics enterprises to become bigger and stronger, encouraging cold chain logistics enterprises to optimize and integrate resources, expand service network, cultivate leading cold chain logistics enterprises and improve market concentration through merger, reorganization, strategic cooperation and other means’.” Zhang Guohua, deputy director of the economic and Trade Department of the national development and Reform Commission, said.

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