Recently, the Ministry of transport, the State Railway Administration, the Civil Aviation Administration, the State Post Office and the State Railway Group jointly issued the implementation opinions on accelerating the high-quality development of cold chain logistics transportation (hereinafter referred to as the opinions). The opinion proposes to further promote the high-quality development of cold chain logistics and transportation, better meet the growing needs of people for a better life, and speed up the construction of a new development pattern of service. It is mentioned that it is necessary to optimize the layout of cold chain facilities at hub ports and stations, improve the network of production and marketing cold chain transportation facilities, promote the application of intelligent temperature control facilities and equipment, and innovate the organization mode of cold chain transportation.
The opinions calls for improving the “first kilometer” cold chain logistics facilities of Shenzhen Agricultural Products Group Co.Ltd(000061) origin, encouraging fresh e-commerce and delivery logistics enterprises to strengthen the construction of “last kilometer” facilities such as urban cold chain front warehouse, and set up intelligent cold chain self delivery cabinets in communities and commercial buildings to improve the convenience service level.
The opinion proposes to cultivate key cold chain transportation enterprises, improve market concentration and build a number of well-known cold chain transportation service brands. At the same time, it is required to enhance the cross-border cold chain logistics service capacity and support international logistics enterprises to extend overseas ground service networks through joint ventures, self built networks, mergers and acquisitions, etc.
cold chain logistics policy continues to be implemented
Compared with developed countries, China’s cold chain logistics industry started late and developed for a short time. At present, the scale of China’s cold chain logistics industry has reached more than 380 billion yuan, but there is a large gap in infrastructure construction between China’s cold chain logistics industry and developed countries. In 2020, China’s per capita cold storage capacity is only 0.13 cubic meters. The industry concentration is still low. The market share of the top 100 enterprises is about 18%, and the market share of the first enterprises in the industry is less than 2%.
Since the end of 2021, cold chain logistics industry policies have been implemented continuously. In December 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. In January this year, the national development and Reform Commission issued the implementation plan for the construction of national backbone cold chain logistics bases, which made systematic arrangements for the layout and construction of national backbone cold chain logistics bases during the 14th Five Year Plan period. In February this year, the all China Federation of supply and Marketing Cooperation issued the special plan for the development of public Shenzhen Agricultural Products Group Co.Ltd(000061) cold chain logistics in the 14th five year plan to lay out the cold chain logistics in the Shenzhen Agricultural Products Group Co.Ltd(000061) field.
Relevant local policies are also being issued one after another. Shandong Province’s “14th five year plan” for the development of cold chain logistics proposes to build a two-way internal and external cold chain logistics network by 2025 and a modern cold chain logistics system by 2035. Several opinions on supporting the high-quality development of cold chain logistics issued by Zhejiang Province proposed to actively cultivate leading enterprises in the cold chain logistics industry.
institutions predict 10 concept stocks
net profit growth this year and next
According to the statistics of securities times · databao, there are more than 30 A-share cold chain logistics concept stocks. Recently, logistics concept stocks have been active, with cold chain logistics related stocks rising Six stocks, including Guanghui Logistics Co.Ltd(600603) , Cmst Development Co.Ltd(600787) , Fujian Snowman Co.Ltd(002639) and others, have risen more than 10% since April.
As of April 12, several cold chain logistics concept stocks have issued annual reports or performance forecasts for 2021. According to the lower limit data of the annual report and performance forecast, the overall performance of the cold chain logistics sector was bright, and 14 stocks made profits last year The net profit of China International Marine Containers (Group) Co.Ltd(000039) , S.F.Holding Co.Ltd(002352) , Antong Holdings Co.Ltd(600179) 2021 exceeded 1 billion yuan The net profit of Changhong Meiling Co.Ltd(000521) , Zhejiang Dun’An Artificial Environment Co.Ltd(002011) , Shanghai Jiao Yun Group Co.Ltd(600676) and other stocks doubled.
S.F.Holding Co.Ltd(002352) , Cmst Development Co.Ltd(600787) , China Railway Tielong Container Logistics Co.Ltd(600125) , Cofco Engineering & Technology Co.Ltd(301058) have released the performance forecast for the first quarter of this year, which are all good news. Among them, S.F.Holding Co.Ltd(002352) performance has reversed losses, and the lower limit of Cmst Development Co.Ltd(600787) pre increase has reached 470%.
Based on the institutional projections, the net profit of 10 concept stocks will continue to grow in the next two years. The net profit of 10 concept stocks will continue to grow in the next two years, and the net profit of 10 concept stocks will continue to grow in the next two years. The agency forecasts that the net profit of 10 concept stocks will continue to grow in the next two years. The agency forecasts that the Hongda Xingye Co.Ltd(002002) 46 Sto Express Co.Ltd(002468) \ \, Shenzhen Envicool Technology Co.Ltd(002837) , Qingdao Hiron Commercial Cold Chain Co.Ltd(603187) next year’s net profit will increase by more than 30%.
