The No. 1 document once again mentioned the “money” situation of the related industries of cold chain logistics.

We are delighted to see that cold chain logistics has once again appeared in the Central Document No. 1 this year, which has greatly increased the market's attention to related concept stocks. At the special time of the Spring Festival, cold chain logistics companies are expected to benefit from the increase in the consumption of fresh and frozen foods. The related concept stocks are also expected to continue to strengthen in the near future.

Recently, cold chain logistics has once again become the focus of the Shanghai and Shenzhen stock markets, the overall market rebounded 2.55%. The 18 cold-chain logistics concept stocks in Shanghai and Shenzhen have all gone up, among which, the Yantai ice limit limit, Hanzhong Seiki, DaLeng shares, Zhongbai Group, Haibo shares, and Haili shares have all achieved more than 3 percentage points gains. . At the same time, more than half of the relevant concept stocks achieved a net inflow of large single funds. Among them, Yantai Ice Wheel, Hanzhong Precision Machinery, Haibo, Zhongchu, Dunan Environment, and Haili Stock all achieved net inflows of large single funds. More than 1 million yuan.

In fact, since the Central No. 1 document in 2004 raised concerns about the logistics transportation of fresh products, the 11-year-old No. 1 document mentioned the relevant industries 10 times. It is worth mentioning that the No. 1 document in 2014 was The cold chain logistics in China was once again mentioned. The document proposes to speed up the development of modern warehousing and logistics facilities for bulk agricultural products in major production areas and improve the cold chain logistics system for fresh agricultural products.

In recent years, the express delivery industry has developed particularly fast, and the development of fresh logistics has been faster. We see that countries with high quality of life, such as Finland and Denmark, have a very large per capita cold storage capacity, while domestic per capita cold storage capacity does not rank as well. In addition, the per capita warehousing area in China is very low, and the gap between the United States and the United States is very obvious. There is a lot of room for improvement in the future. From the development history of the cold storage in the United States in recent decades, it has only been rapid expansion in the past 10 years. This is related to the great changes in consumption patterns.

We no longer buy any fresh produce to go to the agricultural market, but buy it online. The purchase of online transactions has reduced some of the intermediary links, and the freshness of food that is available is higher. In addition, due to the expansion of the brand effect, the security has also improved. The data show that the consumption of fresh foods such as fruits, meat and seafood in China has risen rapidly at very low levels, among which, e-commerce transactions such as fresh food and condiments have grown at the fastest rate.

At the same time, according to the statistics of the China-U.S. Cold Chain Commission, in 2013, the investment in fixed assets of cold chain logistics in China exceeded 100 billion yuan, an increase of 24.2% year-on-year; in 2013, the demand for cold chain logistics in China reached 93 million tons, an increase of 20% over the same period of last year. The increase in key areas such as Beijing, Shanghai, and Guangzhou reached 30%.

It is worth mentioning that, as one of the industry leaders, the Yantai ice-wheeling forecasted the 2013 annual report results yesterday. This is an important factor for market participants to raise industry development expectations and boost the overall strength of the sector. Specifically, the company announced on January 21 that it expects the 2013 net profit range of the company to change from 229.93 million yuan to 297.84 million yuan, an increase of approximately 60% to 110% year-on-year; earnings per share of approximately 0.58 yuan to 0.76 yuan. The reason for the change in performance is that the profits and investment income realized by the company's main business in 2013 have all increased significantly compared to the same period in 2012. In addition, Hanzhong Precision Machinery Co., Ltd. and Zhangzidao two companies also achieved pre-job performance. It is expected that the year-on-year growth rate of net profit in 2013 will be 50.00% and 30.00%, respectively.

The transaction volume of the e-commerce industry has been increasing, and the online shopping population is getting bigger and bigger. The increasing acceptance of e-shopping means that the development of cold-chain logistics will be further accelerated, with medium-term potential. In the entire logistics industry, cold chain logistics will be one of the fastest growing segments. The future development of related companies such as Yantai Ice Wheel, Hanzhong Precision Machinery Co., Ltd., Daxin Refrigeration Co., Ltd., Yeti Co., and Aucma will be worth looking forward to.

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