The five departments jointly issued the implementation opinions on accelerating the high-quality development of cold chain logistics transportation
On April 11, 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. This opinion is a continuation of the 14th five year plan for cold chain logistics development issued by the general office of the State Council in December 2021.
The opinions focuses on accelerating the improvement of infrastructure network and other contents. The general requirements of the opinions focus on promoting the high-quality development of cold chain logistics, focusing 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; 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.
Supplement the short board of cold chain logistics facilities and reduce the loss of food circulation
China’s cold chain logistics is still in the development stage. The cold chain circulation rate of fruits and vegetables, meat and aquatic products is 35% ~ 69%, far lower than the level of more than 95% in Europe and America. According to the data of the cold chain Committee of China Federation of things, at present, the circulation loss rate of fruits, vegetables, meat and aquatic products in China has reached about 11%, more than 20%, 8% and 10% respectively, while the loss rate of fruits and vegetables in developed countries is generally controlled below 5%.
Improving the network of production and marketing cold chain transportation facilities will help to reduce the loss of food circulation. The opinion points out that we should support qualified county-level logistics centers and township transportation service stations to expand the function of cold chain logistics services, provide operation places for facilities and equipment such as precooling, cold 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.
Investment advice
Under the catalysis of policy, the prosperity of the industry is expected to be high. We believe that the benefit of equipment manufacturers is strong. We recommend the leader of cold chain logistics micro motor Hangzhou Weiguang Electronic Co.Ltd(002801) .
Risk tips
The price of raw materials fluctuated, and the cold chain logistics policy was less than expected
