By thinking about the food service industry and the cold chain industry, it is possible to understand how investors view the cold chain industry. Through this perspective, the cold chain logistics industry will have new insights into the overall industry landscape.

There are several main aspects:

The golden decade of China's corporate logistics this social topic

The "golden decade" was first judged and proposed in China in 2015. Now about 5 years have passed, the current development situation basically confirms this judgment. A large amount of capital has poured into the logistics industry, and the status of the logistics industry and the understanding of the nature of the logistics industry have reached a new height. We see the whole Internet or mobile Internet has driven the whole logistics industry has undergone a great evolution and revolution. The golden decade is the real golden decade. Especially after the 19th National Congress, the people's desire for a better life will certainly have a positive impact on the entire logistics industry. Cold chain logistics is certainly included in the big logistics, but when will the golden decade of cold chain start? This is a topic for discussion.

Cold chain profits in the end to run where we go!

We see in the logistics industry, network courier companies in the past few years, a large number of shell listing, network courier companies are also making money, but look at the cold chain logistics companies, when they are regional small-scale companies can make money, but once they leave the region, or large-scale but did not make money, then the money flows to the process.

Is there a niche market for cold chain logistics at the moment?

For example, does a small load cold chain exist? Let's change the concept of whether there is a sub-market of cold chain express, if the answer is yes, we can say there is a cold chain possibility, the answer is to pursue. Let's analyze the internal logic.

It is the investment theme of China's logistics industry in the next five years.

In the past has talked about this social topic in China, basically three sentences: touch goods first, node is king, technological innovation driven, data for security. I think these four sentences in the cold chain logistics industry development can also be applied, and we may be because than the general dry cargo, cold chain in these two aspects more suitable for these four sentences.

On the whole, these structures clarify the ecology of the logistics industry. In recent years, two major trends have emerged in the entire logistics industry:.

One trend is that e-commerce or control of consumer B2C this part of the development of the upstream or the left, they are focusing on the consumer power (power) in their own, to the traditional manufacturers, the traditional distributor field to impose their own power. This year's performance is very prominent, in the past on the B2C retail reconstruction to build, in the B2B emerging very many new business models. In the past, logistics mainly served the manufacturing industry, and slowly the manufacturing industry became the king of channels, and now it has become the king of traffic.