The Ministry of Finance and the Ministry of Commerce jointly issued a document to support the development of cold chain logistics and made it clear for the first time that relevant provinces will be guided to promote supply chain construction through the central government's service industry development funds.
two department urgent documents
financial fund subsidy for supply chain construction
The Ministry of Finance and the Ministry of Commerce recently jointly issued the urgent document of the notice on further promoting the development of cold chain logistics, and decided to focus on promoting the development of Shenzhen Agricultural Products Group Co.Ltd(000061) cold chain logistics and support accelerating the construction of Shenzhen Agricultural Products Group Co.Ltd(000061) supply chain system. The document emphasizes that on the basis of the construction of Shenzhen Agricultural Products Group Co.Ltd(000061) supply chain system, further focuses on supplementing the shortcomings of cold chain facilities and improving the quality system of cold chain logistics
According to the notice, relevant provinces will be guided to comprehensively promote the construction of Shenzhen Agricultural Products Group Co.Ltd(000061) supply chain system through the development fund of service industry of the central government, grasp the two key points of distribution center and sales center, further focus on Shenzhen Agricultural Products Group Co.Ltd(000061) cold chain logistics, and improve Shenzhen Agricultural Products Group Co.Ltd(000061) circulation efficiency and modernization level.
In terms of financial support, the notice states that relevant provinces can obtain the subsidy funds for the construction of Shenzhen Agricultural Products Group Co.Ltd(000061) supply chain system from 2022 to 2023 . In 2022, some funds will be allocated to relevant provinces first, and in 2023, the remaining funds will be allocated to provinces that pass the performance evaluation according to the work progress. The subsidy funds shall be used by relevant provinces in accordance with the reported work plan. Encourage local governments to make good use of their own financial resources and implement specific projects.
policy intensive release
cold chain logistics has a large development space
It is reported that this is the first document issued by the Ministry of Finance in the field of cold chain logistics. Solving the source of funds is the biggest highlight and provides important support for the development of cold chain logistics. Since 2022, support policies in the field of cold chain logistics have been implemented continuously.
Since this year, the implementation plan for the construction of national backbone cold chain logistics base, the special plan for the development of public Shenzhen Agricultural Products Group Co.Ltd(000061) cold chain logistics in the 14th five year plan of national supply and marketing cooperatives, and the implementation opinions on accelerating the high-quality development of cold chain logistics transportation have been successively issued.
In addition to the national level, all localities have also successively issued local plans, including Hebei Province, Shandong Province and Anhui Province, which have successively issued cold chain logistics related plans this year.
The implementation plan for the development of cold chain logistics recently issued by Anhui Province said that in the future, the total storage capacity of the province's cold storage will reach 17.5 million cubic meters, and the per capita storage capacity will catch up with the national average and close to the average level of Jiangsu and Zhejiang.
The epidemic situation is one of the important reasons for the catalysis of cold chain logistics policy. For example, in Shanghai, where the epidemic is more serious, the self-sufficiency rate of grain, pigs and vegetables is only 20%, 10% and 40%, and more than 80% of the goods are supplied by other provinces inter provincial transportation and storage demand will significantly drive the development of cold chain industry
The demand for fresh food distribution, community group purchase and prefabricated vegetables is also the driving force for the development of cold chain logistics. Affected by the epidemic, the supply stores of traditional dishes have been reduced, the demand for fresh food distribution and community group purchase has increased, and the demand for "last mile" equipment such as freezers and distribution boxes has increased.
The proportion of fresh food logistics business in China exceeds 90%. Data show that the cold chain circulation rate of fruits, vegetables, meat and aquatic products in China is 35% ~ 69%, far lower than the level of more than 95% in Europe and America. Compared with developed countries, there is a big gap in China's cold chain logistics, and there is still huge room for development.
manufacturer has scheduled production to the second half of the year
several companies' performance increased significantly in the first quarter
With the boost and catalysis of multiple positive factors, the prosperity of the cold chain logistics industry is expected to continue to improve Soochow Securities Co.Ltd(601555) tracking the industrial chain shows that cold chain design and planning leaders and core equipment manufacturers have full orders on hand, and the production capacity has been arranged to the second half of the year
According to the statistics of securities times · databao, there are more than ten cold chain related companies in A-share companies. From the perspective of specific companies, Cofco Engineering & Technology Co.Ltd(301058) is an oligarch in the field of cold chain construction and a national team in the field of cold chain. At this year's performance presentation meeting, the company said that it would make full use of the opportunity of high-quality development of China's cold chain logistics industry and focus on major projects and hot regional cold chain network projects during the 14th Five Year Plan period.
Qingdao Hiron Commercial Cold Chain Co.Ltd(603187) is the leader of commercial display cabinets. At the annual report briefing, the company said that the revenue of refrigeration products business increased significantly in 2021, but the overall market share is still low and will strive for more market share.
Fujian Snowman Co.Ltd(002639) is a leading enterprise in the field of refrigeration equipment, and has formed a stable market share in refrigeration equipment.
Affected by intensive policy support, cold chain related companies performed well in the first quarter. According to the statistics of databao, the net profit of Fujian Snowman Co.Ltd(002639) in the first quarter doubled year-on-year Hangzhou Weiguang Electronic Co.Ltd(002801) increased by more than 90% Cofco Engineering & Technology Co.Ltd(301058) , Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) with a year-on-year increase of more than 50% Aucma Co.Ltd(600336) , Square Technology Group Co.Ltd(603339) increased by more than 40%.
In addition, the cold chain concept stocks are generally on the market this year, and the cold chain concept stocks are generally on the market this year, with only \ etc. fell by more than 30% in the year.
