Refrigerated truck refers to the closed van type special transport vehicle used to transport frozen or fresh goods, which is the core carrying equipment of cold chain logistics. With the rapid development of my country's economy and society, residents' requirements for food safety and quality continue to increase, and the demand for food cold chain, fresh e-commerce and other fields is growing rapidly, which has driven the rapid expansion of my country's road refrigerated transportation market. According to data from the Champ Consulting Group，2022The scale of China's highway cold chain logistics market reached1.2Trillion yuan, year-on-year growth12.5%, accounting for the proportion of the entire logistics market.6.8%. Expected2023The scale of China's highway cold chain logistics market will reach1.4Trillion yuan, year-on-year growth16.7%, accounting for the proportion of the entire logistics market.7.2%。

In the road cold chain logistics market, refrigerated trucks are the most important means of transport.According to data from the Champ Consulting Group,2022China's cumulative sales 5.2 of refrigerated trucks in10,000 vehicles, down 34.9 percent year-on-yearThis is the first decline in the refrigerated car market in recent years. This is mainly 2021.New energy subsidy policy adjustment, environmental protection standards upgrade, the impact of the epidemic and other factors. 2023Cumulative sales 13445 of refrigerated trucks in China in the first quartercar, compared to 202210.3 percent growth in the first quarter of the yearIt shows a certain degree of warming. According to the prediction of Champ Consulting Group，2023The sales volume of refrigerated trucks in China will reach 6About 10,000 vehicles, up 15% year-on-yearLeft and right. As of 2023Year 6Month 30The number of refrigerated trucks in China is about 38.million.。

From the supply side, China's refrigerated truck industry is mainly composed of traditional automobile enterprises and special vehicle modification plants. Traditional automobile enterprises mainly provide core components such as chassis and cab, while special vehicle modification plants are responsible for making heat insulation boxes and installing auxiliary components such as refrigeration units. At present, China has about 8000 special car refitting plants.HomeAmong them, Shandong Province is the main concentration area. From the perspective of enterprise scale, my country has not formed a leading refrigerated truck enterprise with obvious advantages, and market competition is relatively scattered.According to data from the Champ Consulting Group,In 2022, the top ten companies in my country's refrigerated truck market sales are BAIC Foton, FAW Jiefang, China National Heavy Duty Truck, Jianghuai Automobile, Jiangling Automobile, Dongfeng Motor, SAIC Group, CIMC Vehicles, Shaanxi Heavy Industry and GAC Group. Among them, BAIC Foton1.6The sales of 10,000 vehicles occupy the market.30.8%Far beyond other companies.

From the perspective of demand, the demand of China's refrigerated truck market mainly comes from food cold chain, fresh e-commerce, pharmaceutical cold chain and other fields. Among them, the food cold chain is the largest demand side of the refrigerated truck market, mainly related to meat, aquatic products, dairy products, frozen food and other frozen or fresh goods transportation. According to data from the Champ Consulting Group，2022The scale of China's food cold chain logistics market reached 0.9trillion yuan, up 14.3 percent year-on-year, accounting for 75% of the road cold chain logistics market. Estimated 2023YearThroughout the yearChina's food cold chain logistics market will reach 1.1trillion yuan, up 22.2 percent year-on-year, accounting for 78.6 percent of the road cold chain logistics market.. Fresh e-commerce is a new growth point in the refrigerated truck market in recent years, mainly involving the transportation of fresh goods such as fruits, vegetables and flowers. According to data from the Champ Consulting Group，2022The scale of China's fresh e-commerce logistics market reached 0.2trillion yuan, up 25.0 percent year-on-year, accounting for 16.7 percent of the road cold chain logistics market.. Estimated 2023YearThroughout the yearChina's fresh e-commerce logistics market will reach 0.3trillion yuan, up 50.0 percent year-on-year, accounting for 21.4 percent of the road cold chain logistics market.. The pharmaceutical cold chain is a special demand side of the refrigerated truck market, mainly involving the transportation of sensitive goods such as vaccines, biological products, and blood products. According to data from the Champ Consulting Group，2022The scale of China's pharmaceutical cold chain logistics market reached0.1Trillion yuan, year-on-year growth10.0%, accounting for the proportion of the road cold chain logistics market.8.3%. Expected2023The scale of China's pharmaceutical cold chain logistics market will reach0.12Trillion yuan, year-on-year growth20.0%, accounting for the proportion of the road cold chain logistics market.8.6%。

From the perspective of development drivers, the development of my country's refrigerated truck market mainly benefits from the following aspects: First, policy support. In recent years, the Chinese government has issued a series of policies and measures to support and standardize the development of cold chain logistics industry, such as the opinions on accelerating the implementation of food safety strategy and strengthening food safety supervisionOpinions on Promoting the Construction of New Urbanization and Improving the Quality and Level of UrbanizationOpinions on Accelerating the Construction of a Modern Circulation System and Promoting the High-Quality Development of the Commerce and Trade Industryetc., providing policy dividends and development space for the refrigerated truck industry. Two is the consumption upgrade. With the improvement of the income level and consumption ability of Chinese residents, consumers' requirements for food safety, quality, nutrition, diversity and other aspects are constantly improving, and they also have higher expectations for the service level and efficiency of cold chain logistics, which promotes the growth of demand in the refrigerated truck market. Three is technological innovation. With the development and application of information technology, Internet of Things technology, intelligent manufacturing technology, etc., the refrigerated truck industry is also constantly undergoing technological upgrades and innovations, such as the development of new energy refrigerated trucks, the realization of intelligent monitoring and remote control of refrigerated trucks, and the improvement of refrigerated trucks. Thermal insulation performance and refrigeration efficiency, etc., provide technical support and power for the development of the refrigerated truck market.

From the perspective of development challenges and risks, the development of my country's refrigerated truck market is also facing the following problems: First, the transformation of new energy. In order to deal with environmental pollution and energy crisis, the Chinese government has issued a series of policies and measures to encourage and support the development of new energy vehicles, such as "guidance on accelerating the development of new energy vehicle industry" and "notice on improving measures to promote the stable growth of automobile industry", which provide policy preferences and subsidies for the new energy vehicle industry. This poses a huge pressure and challenge to the traditional fuel refrigerated truck industry, requiring refrigerated truck companies to accelerate the development and promotion of new energy refrigerated trucks to adapt to market changes and policy guidance. The second is standardization construction. At present, China's refrigerated truck industry has not formed a unified standard system, and there are great differences and irregularities among regions and enterprises, resulting in hidden dangers in the quality, performance and safety of refrigerated trucks, affecting the efficiency and quality of cold chain logistics. Therefore, it is necessary to strengthen the standardization construction of the refrigerated truck industry, formulate and improve relevant laws and regulations, norms, guidelines, etc., to improve the standardization level of the refrigerated truck industry. Three is quality improvement. With the continuous improvement of consumers' requirements for food safety and quality, they also have higher expectations for the service level and efficiency of cold chain logistics. Refrigerated trucks are required to have higher heat insulation performance, refrigeration efficiency, temperature stability, temperature stratification control and other functions to meet the transportation needs of different goods. Therefore, it is necessary to strengthen the quality improvement of the refrigerated truck industry and improve the technical level and service level of refrigerated trucks.

From the perspective of development prospects and suggestions, China's refrigerated truck market has broad development space and potential. According to the projections of the Champ Consulting Group,2023Year2027China's highway cold chain logistics market will maintain an average annual growth rate15%around,2027The year will reach3.2trillion yuan.2023Year2027The number of refrigerated trucks in China will maintain an average annual growth rate10%around,2027The year will reach60Ten thousand. This provides a huge market space and opportunities for China's refrigerated truck market. In order to seize this opportunity and promote the development of China's refrigerated truck industry towards standardization, intelligence, multi-function, standardization and serialization, this paper puts forward the following suggestions: first, strengthen the research and development and promotion of new energy refrigerated trucks, adapt to market changes and policy guidance, and improve the energy saving and environmental protection performance of refrigerated trucks. The second is to strengthen the standardization of the refrigerated truck industry, formulate and improve relevant laws, regulations, guidelines, etc., to improve the standardization level of the refrigerated truck industry. The third is to strengthen the quality improvement of the refrigerated truck industry, improve the technical level and service level of refrigerated trucks, and meet the transportation needs of different goods. The fourth is to strengthen technological innovation in the refrigerated truck industry, develop and apply information technology, Internet of Things technology, intelligent manufacturing technology, etc., realize intelligent monitoring and remote control of refrigerated trucks, and improve the efficiency and quality of cold chain logistics. The fifth is to strengthen cooperation and exchanges in the refrigerated truck industry, promote resource sharing and experience exchanges between refrigerated truck companies, form a healthy relationship of competition and cooperation, and enhance the overall competitiveness of the refrigerated truck industry.