I. Data Analysis of the Characteristics of China's Cold Chain Logistics Industry in 2019
1.1 Analysis of the Development Elements of China's Cold Chain Logistics Industry
In recent years, along with the rise of e-commerce consumption in China, the adjustment of the agricultural structure, and the increase in the level of consumption of the residents, the production and circulation of fresh products have been increasing year by year, which puts the safety and quality has put forward higher requirements. Fresh agricultural products are easy to rot, at the same time, because the origin of agricultural products is more dispersed, from the field pre-cooling through transportation to reach the hands of consumers in the end of the link is more, preservation of freshness has become an extremely important circulation indicators. Therefore, the development of cold chain logistics has a very important significance.
The cold chain refers to the low-temperature protection system which is equipped with specialized facilities and equipment, and can always maintain the low-temperature environment required for the quality of the products, and consists of production, storage, transportation, sales, distribution and pre-consumption links. Cold chain logistics can maintain low temperature in the process of processing, transportation and storage of fresh agricultural products to ensure quality and reduce loss. Meanwhile, cold chain logistics can also be applied in the field of medicine to ensure the transportation quality of vaccines, biological preparations, precision medical instruments and other pharmaceutical products with temperature requirements.
Cold-chain logistics consists of pre-cooling treatment, cold-chain processing, cold-chain storage, cold-chain transportation and distribution and cold-chain sales, and involves facilities such as cold storage, refrigerated trucks, insulated boxes and refrigerated display cabinets.
Chinese Cold Chain Logistics Industry Analysis and Development Prospect Analysis Report 2019-2022
1.2 Development History of China's Cold Chain Logistics Industry
China's cold chain logistics industry is mainly focused on the field of food cold chain logistics, and it was first produced in the 1950s in the foreign trade and export of meat and food. Due to the backwardness of social and economic level at that time, cold storage and refrigerated trucks only rely on modification to maintain low temperature. 2001, after the establishment of China Federation of Logistics and Purchasing, the basic work of cold chain logistics is in full swing, such as the standardization construction of cold chain logistics, cold chain logistics information construction, cold chain logistics science and technology engineering, cold chain logistics theoretical research and cold chain logistics and cold chain logistics also master plan, etc., so that China's cold chain logistics enterprises are more internationalized, standardization. At the same time, with the rapid development of China's social and economic development, the increasing consumption level of the population and the improvement of people's requirements for food quality and safety, which promotes the continuous development of China's cold chain logistics industry.
Chinese Cold Chain Logistics Industry Profiling and Development Prospect Analysis Report 2019-2022
1.3 Construction Standards for China's Cold Chain Logistics Industry
In order to guarantee the industry standardization of cold chain logistics, China has set up eight common standards for cold chain logistics, which range from cold chain classification, information management, traceability management, logistics of chilled/frozen food, temperature control of perishable food, temperature control of insulated trucks and refrigerated trucks, cold chain logistics, and cold chain logistics. , insulated trucks refrigerated trucks, cold storage design and other aspects made relevant provisions.
Chinese Cold Chain Logistics Industry Profiling and Development Prospect Analysis Report, 2019-2022
1.4 China's Cold Chain Logistics Industry Development Scale in 2019
Despite the downward pressure on China's economic situation in 2018, China's cold chain logistics market has continued to maintain rapid growth and achieved many positive changes.In 2018, China's demand for cold chain logistics The total volume was about 180 million tons, an increase of 33 million tons over the previous year, a year-on-year increase of 22.1%; the cold chain logistics market size was 303.5 billion yuan, an increase of 48.5 billion yuan over the previous year, a year-on-year increase of 19%. By 2019, China's cold chain logistics market size is expected to reach 378 billion yuan. The level of cold chain infrastructure and equipment has been further improved, and the total amount of cold storage in the country in 2018 was 52.38 million tons (equivalent to 130 million cubic meters), with a new storage capacity of 4.88 million tons, an increase of 10.3% year-on-year. From the point of view of the region where the cold storage was added, Wuhan, Hangzhou, Fuzhou, Jinan, Chongqing, Dalian and other cities had a significant increase, reflecting the rapid rise of consumption in second- and third-tier cities. As of the third quarter of 2018, the national reefer ownership was 164,200 units, with 24,000 new reefer units, a year-on-year increase of 33%. In addition, according to incomplete statistics, in 2018, nearly 20 new railroad cold chain lines were opened in China, and the volume of railroad cold chain transportation exceeded 1.6 million tons, which greatly enriched the means of transportation and reduced the cost of cold chain.
Chinese Cold Chain Logistics Industry Profiling and Development Prospect Analysis Report 2019-2022
1.5 Overview and Analysis of China's Cold Chain Logistics Industry Chain
Cold chain logistics covers the whole process of frozen processing, refrigerated storage, cold chain transportation and cold chain sales. According to different stages of cold chain logistics, it can be mainly divided into the following technologies: vacuum pre-cooling technology and ice temperature pre-cooling technology are adopted at source; automatic cold storage technology is adopted at storage stage; refrigerated transportation adopts the logistics mode of refrigerated trucks, railroad refrigerated trucks and refrigerated containers; and information technology is utilized to establish an electronic virtual supply chain management system of cold chain logistics, which can dynamically monitor the whole process of cold chain.
Chinese Cold Chain Logistics Industry Profiling and Development Prospect Analysis Report, 2019-2022
2.2 Survey Data Analysis of Driving Factors of China's Cold Chain Logistics Industry, 2019
2.1 Macroeconomic Data on the Development of China's Cold Chain Logistics Industry, 2019
2.1.2 Development Situation of the Industrial Economy
Under the policy-driven technological innovation, China's industrial value-added has shown a significant upward trend.In 2018, China's industrial value-added increased to 30.5 trillion yuan, an increase of 9.6% over the previous year. The development of industry and the prosperity of the commodity economy have provided space for the development of cold chain logistics.
Chinese Cold Chain Logistics Industry Profiling and Development Prospect Analysis Report, 2019-2022
2.3 Survey Analysis of Social Demand for the Development of China's Cold Chain Logistics Industry, 2019
2.3.3 Social Demand
In the past, due to technical constraints and in order to save on transportation costs and other reasons, food merchants would choose to add preservatives to extend the freshness period. As food safety issues have attracted more and more attention from consumers, cold chain logistics has become more and more important in food transportation. Consumers are paying more attention to food safety and are willing to pay a reasonable premium for it, which promotes the development of the cold chain logistics industry, and at the same time continues to promote the formation of industry norms.
Data shows that from 2016 to 2018, China's overall market size of fresh food e-commerce has been growing steadily, and the market size has exceeded 100 billion in 2018, and it is expected that the market size will exceed 160 billion yuan in 2019. Fresh food e-commerce, which is gradually becoming a climate, will continue to bring a large number of orders for cold chain logistics enterprises.
Chinese Cold Chain Logistics Industry Analysis and Development Prospect Analysis Report 2019-2022
2.4 Logistics Industry Environment for the Development of China's Cold Chain Logistics Industry 2018-2019
2.4.2 Total Social Logistics
China's logistics industry is currently in the "stage of upgrading logistics hardware" and "stage of upgrading logistics hardware".
China's logistics industry is currently in the development stage of "logistics hardware upgrading stage" and "logistics cost management era". Specifically, as China's industrial structure is increasingly moving towards a pattern of scale and specialization, accompanied by the massive application of information technology, the rise of e-commerce and the enhancement of cost control requirements, the logistics industry has entered into a stage of consolidation, moving from disorder to order, and a variety of new forms of business have begun to emerge, such as supply chain management, truckload and less-than-truckload (LTL) transportation, etc., and a lot of companies with strong competitiveness and growth capacity have also emerged.
Chinese Cold Chain Logistics Industry Profiling and Development Prospect Analysis Report 2019-2022
2.5 Technological Development Dynamics of China's Cold Chain Logistics Industry in 2019
The development of cold chain logistics is highly dependent on technology and equipment, which represents a new direction of the development of the modern logistics industry, and is an important embodiment of the development of logistics technology. China's cold chain logistics technology compared with foreign countries there is still a large room for improvement, only the introduction of advanced technology, strengthen independent research and development, in order to vigorously develop cold chain logistics to add source power.
Chinese Cold Chain Logistics Industry Analysis and Development Prospect Analysis Report 2019-2022
3.3 Core Data Analysis of China's Cold Chain Logistics Upstream Construction in 2018-2019
3.1 Survey Data of China's Cold Storage Construction in 2018-2019
In the face of China's rapid growth in the demand for cold chain logistics, China's cold storage facilities Construction is a little behind. in 2018, the total capacity of cold storage in China was 52.38 million tons, an increase of 9.70% year-on-year. Ai media consulting analysts believe that, compared with the growth rate of cold chain logistics demand, the growth rate of cold storage capacity in China only exceeded the growth rate of cold chain logistics demand in 2014, and it is believed that the demand for the construction of cold storage infrastructure in China will be further increased in the coming period of time to adapt to the growth rate of cold chain logistics in China. With the announcement of the Cold Chain Committee of China Federation of Materials, the cold chain in-transit transportation volume accounts for about 50% of the cold chain demand calculation, China's total cold storage capacity is still about 40 million tons of shortfall.
Chinese Cold Chain Logistics Industry Profiling and Development Prospect Analysis Report 2019-2022
According to the statistics, China's East China region has the largest cold storage holdings, with a combined total of 18.98 million tons in 2018, accounting for more than 36% . The overall development of cold storage construction in China is imbalanced, mainly distributed in first-tier cities such as Beijing and Shanghai, while the distribution of inland cities such as the Northwest Area is relatively small.
2019-2022 China Cold Chain Logistics Industry Analysis and Development Prospect Analysis Report
Due to the different levels of urban development, the regional rent of cold storage varies greatly, showing the trend of high in the east and low in the west, high in the coastal areas and low in the inland areas. Among them, the average rent of cold storage in Beijing, Shanghai and Dalian is higher than 100 yuan/㎡-month; the average rent of cold storage in Changsha and Jinan is lower than 70 yuan/㎡-month.
Chinese Cold Chain Logistics Industry Profiling and Development Prospect Analysis Report 2019-2022
3.3 Case Study of Benchmark Enterprises in the Upstream of China's Cold Chain Logistics Industry Chain in 2019
Enterprises in the upstream of the cold chain logistics industry chain are mainly responsible for the manufacturing of refrigeration and freezing equipments and the provision of corresponding technical support, and the technological characteristics enable them to build up barriers, with a high degree of industry concentration. The concentration of the industry is high. Typical enterprises include Dalian Freezer Co., Qingdao Hairong Commercial Cold Chain Co., Ltd. and Sifang Technology Group Co.
Chinese Cold Chain Logistics Industry Profiling and Development Prospect Analysis Report 2019-2022
3.3.1 Dalian Freezer Co.
Dalian Freezer Co. (hereinafter referred to as "Dalian Freezer Co.", stock code: 000530) is a Dalian Iceberg Group's listed company and a core enterprise of Iceberg Group. The predecessor of Dalian Refrigerator Co., Ltd. was Xinmin Iron Factory founded in 1930, and renamed as Dalian Refrigerator Factory in 1954. in 1993, the company's stock was listed in Shenzhen, and Dalian Refrigerator Co., Ltd. stock became the first stock in Dalian industry and China's refrigeration industry. Dalian Refrigerator Co., Ltd. specializes in the field of refrigeration and heating, and develops industrial refrigeration and heating, commercial refrigeration and freezing, air-conditioning and environment, core parts and components, engineering services, and new business areas, covering the key areas of the refrigeration and heating industry chain. With a complete cooling and heating industry chain, DALEN can provide customers with a comprehensive package of solution services including design, manufacturing, installation, maintenance and so on.
Daleng's wholly-owned subsidiaries are Wuxin Refrigeration, Iceberg Engineering and Iceberg Service; the shareholding companies are Panasonic Compressor, Panasonic Cold Chain and Panasonic Cold Machine, which are financed by Japan's SANYO ELECTRIC CORPORATION and DALEI***; and the associated companies are Kelvin Technology, Huawei Dahua, Iceberg Wisdom and Fuji Iceberg Intelligent Control.
2019-2022 China Cold Chain Logistics Industry Analysis and Development Prospect Analysis Report
In the whole year of 2018, Daileng Stock had 263 R&D personnel***, which decreased by 5 compared with 2017, but the proportion of R&D personnel increased. The amount of R&D investment amounted to 75.763 million yuan, a year-on-year decrease of 19.22%, with insufficient R&D investment. As a technology-led enterprise, R&D investment is a guarantee of its technological enhancement, and if it is to maintain its competitiveness in the market, Daleng Stock still needs to increase its R&D investment.