Key investment points
Event: the Ministry of transport, the State Railway Administration, the Civil Aviation Administration of China, the State Post Office and China National Railway Group jointly issued the implementation opinions on accelerating the high-quality development of cold chain logistics transportation
The policy focuses on improving infrastructure and promoting equipment upgrading, and the investment scope covers “the first kilometer” to “the last kilometer”: according to the policy content, this document is mainly divided into six parts: overall requirements, accelerating the improvement of infrastructure network, promoting the innovation and upgrading of technical equipment, innovating transportation organization and service mode, improving transportation supervision system and strengthening policy support and guarantee. The key contents focus on: 1) accelerating the improvement of infrastructure network: optimizing the layout of cold chain facilities at hub ports and stations and improving the network of production and marketing cold chain transportation facilities. Comprehensively improve the infrastructure construction from the “first kilometer” of Shenzhen Agricultural Products Group Co.Ltd(000061) origin to the “last kilometer” of sales ground cold chain centralized distribution center, and then to the front warehouse of urban cold chain; 2) Promote the innovation and upgrading of technical equipment: promote the professional development of cold chain transportation tools, promote the standardized development of cold chain transportation units, and promote the application of intelligent temperature control facilities and equipment; 3) Innovating transportation organization service mode: innovating cold chain transportation organization mode, cultivating backbone enterprises of cold chain transportation, and enhancing cross-border cold chain logistics service capacity. Vigorously develop aviation cold chain logistics for high-end fresh food and pharmaceutical products, and support port airports to build air cargo cold chain logistics service channels with international freight, cold chain warehousing, customs declaration, inspection, inspection and quarantine and other functions. 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.
The heavyweight policy continued to accelerate the implementation, and the industry boom reached a record high and will continue: we sorted out the heavyweight policies in the field of cold chain logistics since December 2021: 1) on December 12, 2021, the general office of the State Council issued the “14th five year plan” for the development of cold chain logistics, requiring the layout and construction of about 100 national backbone cold chain logistics bases and a number of production and marketing cold chain centralized distribution centers, Focus on the “first kilometer” of origin and the “last kilometer” of the city, supplement the short board of cold chain logistics facilities at both ends, and basically build a three-level cold chain logistics node facility network with the national backbone cold chain logistics base as the core, production and marketing cold chain centralized distribution center and cold chain logistics facilities at both ends as the support; 2) On January 11, 2022, the national development and Reform Commission issued the implementation plan for the construction of national backbone cold chain logistics bases, making systematic arrangements for the layout and construction of national backbone cold chain logistics bases during the 14th Five Year Plan period. 3) On February 18, 2022, the all China Federation of supply and marketing cooperatives issued the special plan for the development of public Shenzhen Agricultural Products Group Co.Ltd(000061) cold chain logistics of national supply and marketing cooperatives during the 14th five year plan, which made it clear that during the 14th Five Year Plan period, the national supply and Marketing Cooperative system will build 600 County origin Shenzhen Agricultural Products Group Co.Ltd(000061) cold chain logistics centers, 100 Shenzhen Agricultural Products Group Co.Ltd(000061) cold chain logistics hub bases and 200 urban sales Shenzhen Agricultural Products Group Co.Ltd(000061) cold chain logistics centers.
Under the high prospect of the industry, the equipment manufacturers take the lead in benefiting, focusing on the leading enterprises of to B and to C: under the situation of continuous catalysis of policies and continuous high prosperity of the industry, the equipment manufacturers take the lead in benefiting. It is recommended to recommend the leading enterprises of to B equipment manufacturers [ Moon Environment Technology Co.Ltd(000811) ], and it is suggested to pay attention to [ Fujian Snowman Co.Ltd(002639) ]; It is recommended to pay attention to to to C equipment manufacturers [ Qingdao Hiron Commercial Cold Chain Co.Ltd(603187) ], [ Hisense Home Appliances Group Co.Ltd(000921) ].
Risk warning: downside risk of macro environment; Cold chain logistics policy is less than expected risk, etc
