Explosion, technological innovation, and favorable policies, can cold chain logistics seize the opportunity to advance?

No one in more than ten years, in the past two years of popular fried chicken, cold chain logistics became the star industry for a while.

The "Blue Book of China Cold Chain Logistics Industry" (hereinafter referred to as: Blue Book) released by Blue Whale Finance and CIC CIC Burning Consultation shows that the cost of cold chain logistics is close to 400 billion yuan in 2020, and it is expected to exceed 700 billion yuan in 2025.

Behind the domestic cold chain logistics industry is the continuous release of the favorable factors of the industry, such as surge in demand and favorable policies, can the cold chain logistics seize this development opportunity?

At the beginning of the start, the growth space has not been fully released

In the 19th century, after the freezer was invented, the cold chain logistics industry had emerged in developed countries. Developed countries represented by Europe and the United States established a cold chain logistics system.

Compared with the development of the cold chain logistics in Europe and the United States, China's cold chain logistics awakening time is still late, and the importance of cold chain logistics is also around 2008.

For a long time, domestic enterprises have attached great importance to cold chain logistics and hindered cost pressure. The "pseudo -cold chain" has become popular. For example, some companies use ice cubes to maintain the temperature required for fresh products.

The operation method of low -cost "pseudo -cold chain" includes not using promised cold chain transportation. Instead, it uses cooling measures such as ice packs, dried ice, cotton, and even placed by room temperature.

Such a simple way to keep fresh. Once the transportation time is long, the ice cubes melt, and the fresh products will cause decay and damage, and the disadvantages will be obvious.

As we all know, the cold chain transportation is a kind of asset -heavy industry, with high costs, and the problem of profitability has always been hovering above the head of the cold chain logistics enterprise. Operational enterprises use low prices and other methods to seize the market, thereby the phenomenon of inferior coins expel good.

This low -cost operation method is also one of the factors that hinder the advancement of China's cold chain logistics industry.

With the emergence of the epidemic "black swan", the downstream demand is gradually diverse, the cold chain technology is continuously mature, and the industry standardized policies are promulgated and implemented. China's cold chain logistics develops rapidly around 2020.

The Blue Book pointed out that China's cold chain logistics market is still relatively scattered, but in recent years, it has shown a strong concentration trend. The market share of the top 100 cold chain logistics has increased from 9.2%in 2016 to 18.1%in 2020. Among the top 100 companies, the head effect is relatively obvious. The top 10 players account for nearly 60%of the top 100%of the top 100, and the average size of the enterprise exceeds 4 billion yuan. The total size of the enterprise is only 10%, and the average size of the enterprise is 150 million yuan.

It is worth mentioning that although the market size has reached 100 billion levels, due to the cost of cold storage construction, hidden costs after construction, and refrigerated vehicles, the profitability of the cold chain logistics industry still faces challenges.

From the perspective of data, the domestic cold chain logistics industry has begun to grow in scale, and its concentration has gradually increased. It can still be thinner. Compared with the cold chain logistics, many "stubborn diseases" have not been resolved. Many spaces are still there. To open.

The pre-cold rate of food in the United States and Japan is more than 80%, and China is only 30%; the cold chain circulation rate of the United States and Japan is more than 95%, and China is only 20-40%; the per capita cold storage capacity of the United States and Japan is China. 2-4 times, the amount of refrigerated vehicles per 10,000 people is 7-9 times that of China.

In addition, the domestic cold chain logistics still has a long way to go to protect the freshness of fresh products. China's cold chain logistics agricultural product damage rate reaches 10-20%, and Europe and the United States is only 5%.

The Blue Book pointed out that the gap between China's cold chain and Europe and the United States is the reason for the difference in the circulation efficiency of agricultural products caused by agricultural models in various countries. China is dominated by small agricultural economies, with a low degree of agricultural centralization, and the lack of centralized mechanisms for agricultural products. Therefore, the circulation of cold chains is difficult to become scale. In contrast, the agricultural model of the United States and Japan guarantees that its agricultural products can be large The scale is centrally circulating, so the level of cold chain has a higher level of development. China encourages moderately large -scale agricultural operations and is expected to gradually increase the level of cold chain logistics development.

Technological innovation, good industry

How to transform into "fishbone" such as "fishbone" and stuck in the throat of the cold chain logistics industry. With the innovation of technology, the "pain" brought by the above problems can gradually reduce the above -mentioned problems to the cold chain transportation industry.

In terms of cost reduction and efficiency, when the cost of manpower is constantly rising, the express logistics field is gradually pursuing automation and unmannedization in the field of express logistics. Car, drone distribution, etc. There are even autonomous driving research and development companies who are developing unmanned smart trucks, relying on sensor technology to perceive the surrounding environment of the vehicle, and then control the speed and direction of the vehicle through the algorithm.

Or, when monitoring transportation safety and food safety, digital service providers represented by Yiliu Technology can realize the temperature, humidity, trajectory, and timeliness of the vehicle through IoT device monitor The service quality and level of cold chain logistics enterprises.

Chen Juncheng, chief partner and president of Wanwei Cold Chain, said that cold chain logistics is an industry that heavy assets and large investment. It is necessary to solve the problem of cost reduction and efficiency for a long time. After the construction of the cold storage, it will face the cost of electricity, labor and other costs at the operation level. This requires enterprises to comprehensively improve data analysis, operation management, and engineering management. "It is necessary to use technological innovation and nurture core competitiveness. Only the application of new technologies and new equipment can drive cold chain companies to become bigger and stronger."

While the innovation of digital intelligence promotes the healthy development of cold chain logistics, the cold chain logistics has finally ushered in multiple favorable factors, including the outbreak of demand and favorable policies. The normalization of the new crown pneumonia's epidemic has made the two types of new formats of community group purchases and fresh e -commerce companies all over the country, and the traffic dividend is even more envious of others. Cold chain logistics plays a vital role in the entire link of fresh e -commerce, including the whole cold chain storage, transit, and distribution to ensure the freshness and safety of the ingredients.

From the perspective of consumer demand, simple and easy -to -operate prefabricated dishes have grown rapidly in recent years because of their convenience and taste of taste. It is mainly based on fresh or frozen products and has greater demand for cold chain logistics. Dairy products are also the main category of cold chain logistics transportation, especially in recent years, consumers have doubled their fresh low -temperature milk.

The demand to the cold chain logistics industry not only expands the scale, but also the foundation.

Feng Yanjiao, a partner of CIC Burning Consultation, takes the basic supporting facilities of prefabricated dishes in Meizhou City, Guangdong Province. As of the end of 2021, Meizhou City has landed 6 cold chain logistics projects with a total investment of 1.1 billion yuan and a total of 120,000 tons of cold storage. It means that if China develops in many places in the future, the above -mentioned prefabricated dishes are developed, and the cold chain infrastructure is done at the front of the industry and equipped with cold storage and refrigerated cars in the entire chain. Higher. It can promote the local economy and increase the layout of cold chain infrastructure. "

Wang Zhen, general manager of Yiliu Technology Food Safety Business Group, said, "The favorable policies include rural revitalization, and the construction of cold chain logistics infrastructure in the 14th Five -Year Plan, including the construction of the base compartment, the transformation of the park, the cold chain logistics backbone network Construction. This year, the Ministry of Commerce and the Development and Reform Commission have also launched the rapid development of cold chains to help funds to promote the cold chain. "

The Blue Book pointed out that the consumption demand of popular products such as prefabricated dishes and low -temperature milk continues to increase, and it will continue to promote the expansion of the cold chain logistics market; the penetration rate of fresh e -commerce has rapidly increased in recent years, and various types of e -commerce has continuously improved the cold of fresh production and sales. Chain flow facilities to promote the development of the cold chain logistics market; the "Fourteenth Five -Year" Cold Chain Logistics Development Plan "will be proposed by the" four horizontal four vertical "cold chain logistics backbone channel network layout will become the gradual improvement of China's cold flow logistics system in the next few years Important support.

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