Nos últimos seis meses, Varejo Gome (06808.Hong Kong), a empresa-mãe da RT-Mart, enfrentou desafios significativos ao se concentrar na expansão de suas lojas associadas e na resposta às guerras de preços.
Na noite de novembro 14, Gome Retail divulgou seu relatório financeiro provisório para o primeiro semestre do ano fiscal 2024, terminando em setembro 30. O relatório mostrou que a receita da empresa foi 35.768 bilhões de RMB, abaixo 11.9% ano após ano, enquanto registrou uma perda de 378 milhões de RMB, um aumento substancial em relação ao 87 perda de milhões de RMB no mesmo período do ano passado. O prejuízo líquido atribuível aos acionistas da empresa foi 359 milhões de RMB, em comparação com uma perda de 69 milhões de RMB no ano anterior.
Gome Retail atribuiu a perda ampliada a vários fatores, incluindo a contracção estratégica do seu negócio da cadeia de abastecimento, um declínio em seu negócio de garantia de fornecimento, e desempenho abaixo do esperado. Adicionalmente, este ano a empresa implementou diversos ajustes operacionais, como aumentar descontos e expandir novos formatos de varejo, que adicionou pressões significativas de custos a curto prazo.
Como comércio eletrônico de alimentos frescos, lojas de membros, e lojas de descontos crescem, empresas de supermercados enfrentam concorrência mais intensa. Depois que Freshippo iniciou a guerra de preços na indústria supermercadista em agosto, muitas empresas de supermercados responderam adotando uma estratégia “orientada para descontos”. No mesmo mês, RT-Mart lançou sua campanha “No Bargaining”, oferecendo preços de produtos como mochi, croissants, leite fresco, e salmão que eram inferiores aos do Sam's Club.
Em outubro, RT-Mart atualizou sua campanha “No Bargaining” para a promoção “Honest Prices”, cobrindo mais de 1,000 produtos em todas as categorias, incluindo laticínios, lanches, cuidados pessoais, limpeza doméstica, grãos, óleos, e bebidas. Gome Retail disse à Time Finance que a iniciativa “Preços Honestos” continuará, e a empresa aumentará a competitividade de preços através da consolidação de produtos e fornecedores e melhorando a eficiência digital.
No entanto, se o RT-Mart não puder reduzir os custos da cadeia de abastecimento e depender apenas da redução dos preços dos produtos, pode não resolver a questão do declínio dos lucros.
Atualmente, Os esforços da cadeia de abastecimento da RT-Mart refletem-se principalmente nos seus produtos de marca própria. Durante o período do relatório, a empresa lançou 170 SKUs sob sua marca própria RT100, que inclui produtos desenvolvidos exclusivamente pela RT-Mart ou em parceria com fabricantes. A promoção de marcas próprias trouxe novidades ao RT-Mart em outubro, com seu próprio pão de batata ganhando popularidade nas plataformas de mídia social.
Gome Retail afirmou que o desempenho do seu negócio principal no segundo trimestre mostrou uma redução significativa da diferença em relação ao período anterior.
Ao contrário das Superlojas Yonghui e do Supermercado Bubugao, que fechou lojas para reduzir perdas, Gome Retail continuou a acelerar a expansão das lojas, adicionando algumas pressões de custo. Durante o período do relatório, Gome Retail incorreu em despesas de capital de 440 milhões de RMB, acima de 258 milhões de RMB no mesmo período do ano passado, principalmente devido ao desenvolvimento de novas lojas, reformas de lojas, e atualizações digitais.
No primeiro semestre do ano fiscal 2024, Gome Retail abriu três novas lojas RT-Mart e acelerou a expansão de seu formato RT-Mart Super de gama média e lojas de membros M como parte da segunda estratégia de crescimento da empresa. RT-Mart Super abriu sete novas lojas em Jinan, Tangshan, Songyuan em Jilin, Changchun, Lanzhou, Dongguan, e outros locais, com mais sete previstos para serem inaugurados até o final do ano fiscal.
Depois de abrir sua primeira loja nacional de membros M em Yangzhou em abril deste ano, o número de membros pagantes atingiu quase 100,000. Novas lojas em Changzhou e Nanjing estão programadas para abrir em dezembro e janeiro do próximo ano, respectivamente. Para construir uma base de membros antecipadamente, os dois locais lançaram operações online durante o Double 11 festival de compras.
Gome Retail revelou que as lojas associadas M já iniciaram os preparativos para sua quarta e quinta lojas, incluindo recrutamento e contratação de novos membros, com três novas lojas previstas para abrir até o final do ano fiscal 2024. Atualmente, As lojas de membros M concentram-se principalmente no segundo- e cidades de terceiro nível, com localizações nos centros das cidades e um formato comunitário que evita a concorrência direta com o Sam's Club e a Freshippo X Membership Store durante a fase inicial de crescimento. No entanto, se a estratégia da Gome Retail de lojas associadas e preços “orientados para descontos” pode reverter suas perdas contínuas, levará algum tempo para provar.
No negócio B2C online, depois que o crescimento da receita ultrapassou 15% no ano fiscal 2023, o primeiro semestre do ano fiscal 2024 viu um crescimento contínuo de 4.7%, com o volume de pedidos aumentando em 8.9%. A proporção da receita deste segmento passou de 18.9% para 22.6%. Entre os canais online do RT-Mart, incluindo o APP RT-Mart Fresh, Ele.me, e Taoxianda, o APP RT-Mart Fresh agora representa mais de um terço das vendas.
Gome Retail afirmou que a alta temporada de receitas e lucros do grupo é no quarto trimestre do ano fiscal, que inclui feriados importantes, como o Ano Novo, Festival da Primavera, e o Ano Novo Lunar. A empresa planeja aprimorar suas ofertas de produtos diferenciados, otimizar a eficiência operacional, e aproveitar a temporada de férias para melhorar o desempenho.
Vale ressaltar que em março 28, depois que o Alibaba iniciou a reestruturação organizacional “1+6+N”, Gome Varejo foi integrado ao segmento “N” de outras unidades de negócios, enquanto Freshippo, que também atua no varejo offline, anunciou planos para buscar um IPO.
Quando questionado se o posicionamento estratégico e o status da Gome Retail dentro do Alibaba foram afetados, A Gome Retail respondeu à Time Finance dizendo que a Gome Retail sempre foi uma empresa listada independente, com Alibaba como acionista controlador, e a cooperação com outras unidades de negócios do Alibaba sempre seguiu os princípios do mercado.
No fechamento do pregão em novembro 15, O preço das ações da Gome Retail subiu 2.53%, fechando em HKD 1.62 por ação, com um valor total de mercado de HKD 15.454 bilhão.
As the pace of life continues to accelerate, the lifestyle of young people has undergone a series of changes. People are looking for more time to experience different things, and therefore, they seek to increase efficiency in every aspect of their lives. Since dining is an essential part of daily life, improving the efficiency of meals has become a common demand among the public. Ziyan Foods, a well-known brand in the marinated food industry, has products that meet this need for convenient dining. The company has continuously innovated in this area and last year ventured into a new convenient dining segment—pre-prepared foods. This move aims to provide consumers with greater peace of mind and more convenient dining options.
Deeply Rooted in the Marinated Food Industry
Ziyan Foods, a national chain specializing in ready-to-eat foods, originated in Sichuan, grew in Jiangsu, and is now headquartered in Shanghai. Ao longo dos anos, Ziyan Foods has leveraged its extensive product line, supply chain management, and infrastructure development to establish a standardized management system. This system covers everything from raw material procurement and traceability, production process control, critical hazard point management, product inspection, and cold chain distribution. With carefully selected ingredients, unique recipes, and meticulous craftsmanship, Ziyan Foods has created over a hundred specialty dishes, including its signature dishes like Baiwei Chicken, Couple’s Lung Slices, Sichuan Pepper Chicken, and Ziyan Goose. The brand has established a strong reputation for quality, deliciousness, and health under the name “Ziyan Baiwei Chicken.”
Entering the Pre-prepared Food Segment
As a brand that has long provided convenient dining options, Ziyan Foods has observed the new generation of consumers’ growing demand for and interest in pre-prepared meals. Leveraging its R&D strengths and years of consumer insights, Ziyan Foods has launched over 40 pre-prepared dishes. These dishes have been consistently praised for both taste and quality after being tested by the market and consumers. Por exemplo, Ziyan Foods’ Lotus Leaf Chicken is made from uniformly sized, high-quality chickens raised on eco-friendly farms. After slaughter, the chickens are thoroughly cleaned to remove any impurities and odors. They are then marinated with a carefully crafted blend of more than ten natural, authentic spices, free from additives and artificial colors, preserving the original flavors of the ingredients. The chickens are marinated for 12 hours to allow the flavors to fully develop, wrapped in thick, vibrant green lotus leaves that seal in the natural aroma of the meat, and then steamed at high temperatures. Each bite of the chicken is tender, juicy, and flavorful, with the fresh fragrance of the lotus leaf infusing the meat down to the bone, satisfying consumers’ pursuit of culinary excellence.
In a fast-paced living environment, convenient dining is bound to attract more attention. As a long-established brand in the industry, Ziyan Foods is expected to continue innovating its dishes, leveraging its strengths and rich experience. The company aims to provide consumers with more novel pre-prepared food options, ensuring that even in a hectic lifestyle, people can enjoy food that combines both taste and convenience.
Desde que as paredes da marca da Unilever entraram no mercado chinês, Seu sorvete magnum e outros produtos foram consistentemente amados pelos consumidores. Além de atualizações de sabor, Empresa -mãe de Magnum, Unilever, implementou ativamente o conceito de "redução de plástico" em sua embalagem, atender continuamente as diversas demandas de consumo verde dos clientes. Recentemente, Unilever ganhou o prêmio Silver na conferência IPIF International Packaging Innovation e the CPIS 2023 Prêmio Lion no 14º Fórum de Inovação de Pacote e Desenvolvimento Sustentável da China (CPiS 2023) por sua inovação criativa de embalagem e esforços de redução de plástico que contribuem para a proteção ambiental.
A embalagem de sorvete da Unilever ganha dois prêmios de inovação em embalagens
Desde 2017, Unilever, a empresa controladora de paredes, tem transformado sua abordagem de embalagem plástica com foco em “Reduzir, otimizar, e eliminar o plástico ”para obter desenvolvimento sustentável e reciclagem de plástico. Esta estratégia produziu resultados significativos, incluindo a inovação de design de embalagens de sorvete que converteu a maioria dos produtos sob o magnum, Croissant, e marcas de paredes para estruturas baseadas em papel. Adicionalmente, Magnum adotou materiais reciclados como preenchimento em caixas de transporte, Reduzindo o uso de Over 35 toneladas de plástico virgem.
Reduzindo plástico na fonte
Os produtos de sorvete requerem ambientes de baixa temperatura durante o transporte e armazenamento, Tornando a condensação um problema comum. A embalagem de papel tradicional pode ficar úmida e amolecer, afetando a aparência do produto, o que requer alta resistência à água e resistência ao frio em embalagens de sorvete. O método predominante no mercado é usar papel laminado, O que garante um bom desempenho à prova d'água, mas complica a reciclagem e aumenta o uso de plástico.
A Unilever e a Upstream Supply Partners desenvolveram uma caixa externa não laminada adequada para transporte de cadeia de sorvete de sorvete. O principal desafio era garantir a resistência e a aparência da água da caixa externa. Embalagem laminada convencional, Graças ao filme plástico, impede a condensação de penetrar nas fibras de papel, preservando assim as propriedades físicas e melhorando o apelo visual. A embalagem não laminada, no entanto, teve que atender aos padrões de resistência à água da Unilever, mantendo a qualidade e a aparência da impressão. Após várias rodadas de testes extensos, incluindo comparações de uso real em freezers de exibição, A Unilever validou com sucesso o verniz hidrofóbico e os materiais de papel para esta embalagem não laminada.
Mini Cornetto usa verniz hidrofóbico para substituir a laminação
Promoção de reciclagem e desenvolvimento sustentável
Devido à natureza especial do sorvete Magnum (embrulhado em revestimento de chocolate), Sua embalagem deve oferecer alta proteção. Anteriormente, EPE (polietileno expansível) O preenchimento foi usado na parte inferior das caixas externas. Este material era tradicionalmente feito de plástico virgem, Aumento do desperdício de plástico ambiental. A transição do preenchimento EPE do plástico virgem para reciclado exigiu várias rodadas de teste para garantir que o material reciclado atenda aos requisitos de desempenho protetores durante a logística. Adicionalmente, Controlar a qualidade do material reciclado era crucial, exigindo uma rigoroso supervisão de matérias -primas e processos de produção a montante. A Unilever e os fornecedores realizaram várias discussões e otimizações para garantir o uso adequado de materiais reciclados, resultando em uma redução bem -sucedida de cerca de 35 toneladas de plástico virgem.
Essas conquistas estão alinhadas com o plano de vida sustentável da Unilever (USLP), que se concentra em “menos plástico, Melhor plástico, e sem "objetivos de plástico. Paredes está explorando mais instruções de redução de plástico, como usar filmes de embalagem de papel em vez de plástico e adotar outros materiais únicos facilmente recicláveis.
Olhando para trás nos anos desde que Walls entrou na China, A empresa sempre inovou para atender a gostos locais com produtos como o Magnum Ice Cream. Em alinhamento com a estratégia de transformação verde e de baixo carbono da China, Walls acelerou sua transformação digital enquanto continua a implementar estratégias de desenvolvimento sustentável. O recente reconhecimento com dois prêmios de inovação em embalagens é uma prova de suas realizações de desenvolvimento verde.
Hoje, A 25ª Feira de Hi-Tech da China (Chtf) Oficialmente aberto em Shenzhen, trazendo um internacional, professional high-tech event to the forefront. This year’s CHTF is hosted in two locations: the Shenzhen Convention and Exhibition Center (Futian) and the Shenzhen World Exhibition & Convention Center (Bao’an). The event features a comprehensive exhibition, specialized exhibitions, conferences, forums, and various other activities. According to the organizers, the event has attracted participation from over 100 countries and regions, with more than 4,000 companies exhibiting across a total area of 500,000 metros quadrados, making it the largest in the fair’s history, with a record number of participating countries and regions.
Imagem
At the invitation of the Bao’an District Science and Technology Innovation Bureau, Chun Jun New Materials (Shenzhen) Co., Ltda., representing Bao’an District’s specialized and innovative enterprises, is participating in the exhibition. From November 15th to 19th, Chun Jun New Materials is showcasing its cutting-edge research achievements at Booth 1D38 in Hall 1 of the Shenzhen Convention and Exhibition Center (Futian).
Imagem
(Second from right: Bao’an District Mayor Wang Lide; First from left: Director of Bao’an District Science and Technology Innovation Bureau Shen Yan; First from right: Director of Bao’an District Science and Technology Innovation Service Center Wang Heng, visiting the Chun Jun booth for guidance)
At this year’s CHTF, Chun Jun New Materials is exhibiting its temperature control products and solutions in the cold chain, liquid cooling, and TEC fields. The exhibition attracted numerous leaders and industry peers from home and abroad, who engaged in discussions on the development of temperature control technology and its innovative applications across various fields.
Images
In the field of liquid cooling, Chun Jun presented its immersive liquid cooling solution under its “Chun Jun Opti-Cool” brand. Nos últimos anos, the demand for computing power has surged, with single cabinet power increasing rapidly. Ao mesmo tempo, the national standards for data center PUE (Power Usage Effectiveness) have become increasingly stringent, posing significant challenges for data centers. The “Chun Jun Opti-Cool” immersion liquid cooling solution addresses these industry challenges by reducing the PUE value to as low as 1.1 while ensuring excellent computing capacity through efficient temperature control. Notably, Chun Jun’s self-developed CJF1 coolant offers high heat dissipation performance and a significant price advantage, reducing coolant costs for customers by 40%.
Images
Chun Jun’s Micro-TEC technology, unlike ordinary TECs, can be miniaturized to millimeter-level sizes, with extremely demanding material performance and process requirements. On the materials side, Chun Jun’s self-developed N-type and P-type bismuth telluride rank among the industry’s best. On the product side, Chun Jun’s Micro-TEC achieves breakthroughs in miniaturization while delivering high cooling efficiency and precise temperature control. The superior performance of Chun Jun’s Micro-TEC holds great potential for replacing imports in fields such as optical modules and LiDAR.
Images
Innovation is the primary driving force for development. With the theme “Stimulating Innovation Vitality, Enhancing Development Quality,” this year’s CHTF brings together high-quality innovation resources. It serves as a dynamic platform for the in-depth implementation of the innovation-driven development strategy, the comprehensive fulfillment of high-quality development tasks, and the continuous improvement of the innovation ecosystem. The event embodies the belief that “focusing on innovation is focusing on development, and pursuing innovation is pursuing the future.”
Chun Jun New Materials warmly welcomes industry peers to visit our exhibition booth, where we aim to demonstrate technological advancements, create value connections, and strengthen confidence in China’s material technologies.
We wish the 25th China Hi-Tech Fair great success!
With the establishment of the first REITs Strategic Placement Fund, China Life Investment is rapidly implementing its related investment plans.
Em novembro 14, China Life Investment and GLP reached a comprehensive strategic partnership, focusing on GLP’s core areas of supply chain, grandes dados, and new energy infrastructure investment and industrial ecosystem development. Notably, the collaboration will involve exploring key regional and market investment opportunities, including the use of innovative financial products such as REITs, to expand the scope and form of investment and financing cooperation.
This move is seen within the industry as a positive signal that the two parties may be preparing to launch new REITs. If successfully implemented, it could become the first project under China Life Investment’s REITs Strategic Placement Fund.
Logistics and Warehousing Investment Initiatives Begin
According to China Life Investment’s plan for the REITs Strategic Placement Fund, the fund will primarily participate in the issuance of public REITs in sectors such as consumer infrastructure, green energy, and high-end logistics. It appears that the fund’s investment focus on the high-end logistics sector may be the first to commence.
Logistics and warehousing have traditionally been active investment areas for insurance capital. Among the 29 publicly listed REITs, GLP REIT, representing warehousing REITs, has become the public REIT with the highest strategic placement by insurance capital. Insurance funds account for 30.17% of its strategic placement, with six of the top ten holders being insurance entities, including Taikang Life, Hengqin Life, Dajia Holdings, New China Life, China Insurance Investment Fund, and Guoren Property & Casualty Insurance.
Analysts believe that logistics and warehousing REITs are favored by insurance capital due to their strong growth potential and stability, which align with the long-term investment needs of insurance funds.
With economic recovery and the rapid development of the e-commerce market, the prospects for logistics real estate continue to improve. A recent report by CBRE noted that the national warehouse rental index is expected to grow by 0.6% em 2023, rising to 1.0% em 2024. First-tier cities, as well as supply-constrained second-tier cities like Dongguan, Hangzhou, and Wuxi, are expected to see annual rent increases of 2%-4%. Enquanto isso, the national warehouse vacancy rate is expected to decrease to 13.2% by the end of September, compared to vacancy rates of 15%-20% for commercial real estate such as office buildings.
The continuous rise in operating income will also bring considerable returns to investors. Por exemplo, GLP REIT has completed five dividend distributions since its listing, totaling approximately 580 milhões de RMB, with the dividend amount steadily increasing. The first two dividends per share were around 0.05 RMB, rising to over 0.08 RMB from the third distribution onward. Claramente, warehousing REITs are worth investing in.
China Life Investment has likely benefited from its investment in GLP REIT. Although China Life Investment or its major shareholder, China Life, is not listed among the holders, the China Insurance Investment Fund, one of the holders, was jointly established by China Insurance Investment Co., Ltda., China Life Insurance (Group) Empresa, China Life Insurance Co., Ltda., and China Reinsurance (Group) Corporation.
The collaboration between China Life Investment and GLP in REITs is not just about moving from “behind the scenes” to “center stage” or securing more holdings; it may also involve deeper strategic planning.
Why Choose GLP?
In addition to investing in GLP REIT, China Life Investment has already made several investments in the logistics and warehousing sector. These include:
● Establishing an 1.8 billion RMB private equity fund in partnership with Caixin Life, Manulife-Sinochem, and Cainiao Post, focused on high-standard modern warehousing projects held by Cainiao Network and its affiliates.
● Collaborating with China Merchants Capital and Baowan Logistics on logistics asset acquisitions and mergers.
● Jointly setting up a 10 billion RMB income-enhancing fund with GLP to invest in value-added logistics assets in key cities, participating in strategic investments in GLP, and promoting cold chain logistics center projects.
No entanto, in the aforementioned collaborations, China Life Investment mainly participated as an “investor.”
In March of this year, the Shanghai and Shenzhen stock exchanges released the “Relevant Requirements for Insurance Asset Management Companies Conducting Asset Securitization Business (Trial),” expanding the scope of asset securitization and real estate investment trust fund (REIT) business entities to include insurance asset management companies with sound corporate governance, standardized internal controls, and outstanding asset management capabilities. Desde então, insurance capital has transitioned from being an investor to also being an asset securitization manager.
This development means that insurance capital can now work with partners from the inception of REIT projects to identify potential high-quality assets, incubate them, and ultimately bring them to market through REITs. This process also allows China Life Investment to develop a strategic blueprint centered around public REITs.
Atualmente, the most pressing task for China Life Investment is selecting the right partners and identifying suitable high-quality assets.
GLP China, as the largest provider of warehousing facilities in the country, is an ideal partner, especially given the long-standing cooperation between the two parties. The success of the first GLP REIT has also reinforced China Life Investment’s confidence in GLP’s operational capabilities.
According to disclosures, the infrastructure assets of GLP REIT currently consist of ten warehousing and logistics parks located in key economic regions such as the Beijing-Tianjin-Hebei area, the Yangtze River Delta, the Bohai Rim, the Guangdong-Hong Kong-Macao Greater Bay Area, and the Chengdu-Chongqing Economic Circle. These assets cover a total building area of approximately 1.1566 million square meters.
Recent data shows that the operational performance of these assets remains stable. As of the end of September, the average point-in-time occupancy rate was 88.46%, and the occupancy rate, including leased areas yet to commence, era 90.78%. The effective average rent per square meter per month for contract rent and property management service fees (excluding tax) era 37.72 RMB.
Além disso, GLP has a vast portfolio of logistics and warehousing assets, com mais 450 logistics and industrial infrastructure facilities in China, cobrindo mais de 50 million square meters. This portfolio includes mature assets such as technology parks, data centers, and energy infrastructure, which could be candidates for future listings.
The challenge for China Life Investment and GLP moving forward will be to select the best from a large pool of resources, successfully incubate and operate these assets, and bring them to market through REITs.
The pace of new REIT listings has recently accelerated. Atualmente, eight products are under review, with more than 100 reserve projects in the pipeline. The REITs market is expected to expand further in both scale and scope. The market is already anticipating further advancements from GLP in the REITs space.
“SF Express Launches International Fresh Food Express Service for Individuals”
Em novembro 7, SF Express officially announced the launch of its international express service for personal fresh food shipments.
Anteriormente, exporting fruits was typically conducted through a business-to-business model, requiring exporters to have export qualifications and provide a range of inspection and quarantine procedures, making it difficult for individuals to send fruits abroad. To allow more international consumers to enjoy Chinese fruits, SF Express has streamlined the process for personal shipments this year. By implementing pre-declaration measures and other procedures, SF Express now enables temperature-stable fruits to be shipped internationally via personal express services, arriving at international destinations in just 48 horas.
SF Express ensures the safety and freshness of temperature-stable fruits through professional packaging, transporte da cadeia de frio, and full-process visual monitoring, thereby building a “Sky International Bridge” for China’s fresh food exports and better meeting international shipping needs.
SF Express Couriers Packing Fruits
Source: SF Express International WeChat Official Account
Este ano, SF Express has aggressively expanded its international operations, including launching new air routes globally. On August 20, SF Airlines opened an international cargo route from Shenzhen to Port Moresby, the capital of Papua New Guinea, and plans to invest in local infrastructure development. The “Shenzhen = Port Moresby” route is SF Airlines’ first route to Oceania.
Recentemente, SF Express also opened several cargo routes from Ezhou to other countries. Between October 26 e 28, new routes including “Ezhou = Singapore,” “Ezhou = Kuala Lumpur,” and “Ezhou = Osaka” were officially launched. The total number of international cargo routes operating at Ezhou Huahu Airport has now exceeded ten. Adicionalmente, the cumulative cargo volume at Ezhou Huahu Airport has surpassed 100,000 toneladas, with international cargo accounting for nearly 20%.
SF Express Launches “Shenzhen = Port Moresby” Route
Source: SF Express Group Official
Notably, in May this year, SF Express outlined its international business strategy in an investor relations activity. The company prioritized Southeast Asia’s emerging markets due to China’s increased investments in the region and SF Express’s advantages in air transport networks. The company plans to expand further into the Middle East and South America.
SF Express continues to focus on enhancing its express and cross-border e-commerce logistics in Southeast Asia, emphasizing the development of “air, customs, and last-mile” core networks. By upgrading route operations, expanding the air network, investing in core customs resources, and integrating last-mile resources, SF Express aims to build a stable and efficient global network, enhancing customer experience and providing reliable services. The company is committed to creating a seamless end-to-end service, strengthening its service advantage in Southeast Asia and the Asia-Pacific region, and supporting stable cross-border business for enterprises.
Em novembro 9, the “Defining Categories · Envisioning Mindshare” Third China Pre-prepared Food Industry Innovation Development Conference and the First Yangtze River Delta New Year’s Eve Dinner Gold Award Selection & China Pre-prepared Food Industry Park Alliance Inaugural Conference grandly opened at the Shanghai International Expo Center. The conference was guided by the Institute of Agro-Products Processing, Chinese Academy of Agricultural Sciences, and the Pre-prepared Food Professional Committee of the National Agricultural Products Processing Industry Science and Technology Innovation Alliance, and organized by the China Pre-prepared Food Industry Park Innovation Development Project and Shanghai Bohua International Exhibition Co., Ltda. The conference focused on high-quality development and digital standard construction in the pre-prepared food industry, sharing the latest market trends, technological innovations, and consumer needs. It explored the practice and methods of the “high-quality development + consumption promotion + digitalização + industry cluster” model in the pre-prepared food industry park, aiming to create a new ecosystem for the development of pre-prepared foods. The event invited hundreds of companies from the pre-prepared food industry and its upstream, midstream, downstream, and related sectors to participate. Zhongnong Modern, as an enterprise within the industrial ecosystem, was invited to attend the conference.
At the conference, the establishment of the China Pre-prepared Food Industry Park Alliance was announced, which aims to promote the P500+ initiative nationwide, creating a network of pre-prepared food industry parks consisting of over 500 nodes. Zhongnong Modern, with over a decade of deep involvement in the agricultural industry, was awarded the position of “Vice Chairman Unit of the China Pre-prepared Food Industry Park Alliance.” The company, along with other participating units, will jointly initiate the development of digital infrastructure for the pre-prepared food industry and collaboratively build and share a digital industry service framework and platform.
Wang Zhenyu, Vice President of Zhongnong Modern Group and head of the pre-prepared food industry development division, gave a presentation titled “The Importance and Impact of Long-Term Development of Pre-prepared Food Industry Parks” and shared the group’s strategic industrial layout. He noted that the No. 1 Central Document clearly defines pre-prepared foods and their development strategy, emphasizing that the pre-prepared food industry chain involves multiple segments, including agricultural production, processing and distribution, catering services, and market consumption. It represents a new business model for agricultural transformation and upgrading, as well as a new channel for increasing farmers’ income and prosperity. The development of the pre-prepared food industry plays a crucial role in enhancing convenience, expanding food choices, and promoting agricultural industrialization. It also signifies innovation in the food industry, transformation in the catering industry, and adjustment in agricultural structure. Looking ahead, the development of the pre-prepared food industry will place greater emphasis on food safety and health, with a focus on personalized, customized, and branded growth based on consumer demand. The industry will also achieve higher levels of digitalization and place greater emphasis on environmental protection for sustainable development.
In the group’s strategic presentation, it was highlighted that Zhongnong Modern, as one of China’s top ten agricultural wholesale market operators and one of the top 100 agricultural product supply chain enterprises, has a comprehensive coverage from upstream supply chain procurement to various downstream sales channels and support systems. Atualmente, the group has established 20 modern agricultural industrial parks across China, cobrindo 4 million square meters, and is accelerating the construction of pre-prepared food industry park bases, gradually forming an industry park network.
Atualmente, the construction and development of pre-prepared food industry parks have become important carriers for the implementation of national policies. The development of the group’s pre-prepared food division is driven by the strategic goal of becoming “China’s leading comprehensive operator in the pre-prepared food industry.” The company adheres to technology-led innovation, building digitalized parks, and operates with a brand-focused, standardized approach. It aims to strengthen the pre-prepared food industry through industrial clustering, providing a complete one-stop service from raw material supply, production and processing, standard setting, safety traceability, cold chain warehousing, logística da cadeia de frio, to brand marketing. The mature industrial support in the parks allows pre-prepared food companies to improve quality, reduzir custos, and increase efficiency, while big data analysis empowers the production, supply, and sales of pre-prepared foods, creating a new model for integrated industry development. The company also collaborates deeply with the government to incubate public pre-prepared food brands and transform regional advantages into industrial advantages.
No futuro, Zhongnong Modern will fully leverage its role as the “Vice Chairman Unit of the China Pre-prepared Food Industry Park Alliance” to accelerate the construction of pre-prepared food industry parks nationwide. The company will integrate industry resources, build industry development platforms, define segmented categories, and incubate blockbuster pre-prepared food products, contributing to the sustainable development of pre-prepared food enterprises, the integration of primary, secondary, and tertiary industries, rural industrial revitalization, and the achievement of common prosperity.
Em novembro 13, Guangdong Haizhenbao Food Development Co., Ltda. (hereinafter referred to as “Haizhenbao”) officially commenced operations in Chencun, Shunde. The company’s first phase covers an area of approximately 2,000 metros quadrados, with an annual production capacity of 800 toneladas. Haizhenbao focuses on processing high-end pre-prepared foods, such as abalone in abalone sauce, poon choi, sea cucumbers, and fish maw, offering ready-to-heat meals. The facility aims to be a modern seafood processing plant that integrates cold chain storage, scientific research, product display, e-commerce live streaming, and immersive experiences.
Data shows that the market size of China’s pre-prepared food industry has been steadily growing in recent years. Em 2023, the market is expected to reach 516.5 bilhões de RMB. Over the next three years, the market is projected to grow at a high annual rate of around 20%, potentially becoming the next trillion-yuan market.
To better integrate resources, Xinguotong Group and Guangdong Tangxianglou have jointly established Haizhenbao. “We will further improve the supply chain, expand into midstream sectors, and meticulously produce high-quality, healthy seafood products,” said Zhu Ang, Chairman of Guangdong Tangxianglou and Haizhenbao. Haizhenbao aims to become a knowledge-driven enterprise, building a “three-in-one” research system that combines “research and industry,” “doctors and chefs,” and “laboratories and kitchens,” to promote the development of the high-end seafood industry and to carry forward traditional Chinese culinary culture.
“Some high-end pre-prepared foods that require advanced cooking skills, are time-consuming and labor-intensive, but have high nutritional value—such as abalone in abalone sauce, sea cucumbers, and fish maw—are increasingly popular in the market,” said Zheng Jiayuan, General Manager of Xinguotong Group. He added that the two companies will work closely together to develop Haizhenbao into one of the benchmark enterprises in China’s high-end pre-prepared food industry, contributing actively to Shunde’s goal of becoming the “National Capital of Pre-prepared Food” and a model for high-quality development in the national pre-prepared food industry.
Tan Fengxian, Director of the Shunde District Agriculture and Rural Affairs Bureau, noted that Shunde currently has more than 40 large-scale enterprises in the pre-prepared food industry, with revenues reaching 8.7 bilhões de RMB. Shunde is fully implementing the “Hundreds, Thousands, and Tens of Thousands” initiative, positioning the pre-prepared food industry as a key sector for strengthening the district and enriching the people, promoting the integration of primary, secondary, and tertiary industries, and striving to become a national core demonstration area for the pre-prepared food industry.
As China’s new development provides new opportunities for the world, the sixth China International Import Expo (CIIE) is being held as scheduled at the National Exhibition and Convention Center. On the morning of November 6th, Baozheng (Xangai) Supply Chain Management Co., Ltda. hosted a new product launch and strategic cooperation signing ceremony for its dairy cold chain solution at the CIIE.
Attendees included leaders from the Cold Chain Committee of the China Federation of Logistics & Compras, cold chain experts from the School of Food Science at Shanghai Ocean University, as well as executives from companies such as Arla Foods amba, China Nongken Holdings Shanghai Co., Ltda., Eudorfort Dairy Products (Xangai) Co., Ltda., Doctor Cheese (Xangai) Technology Co., Ltda., Xinodis Foods (Xangai) Co., Ltda., Bailaoxi (Xangai) Food Trading Co., Ltda., and G7 E-flow Open Platform.
Senhor. Cao Can, Chairman of Baozheng Supply Chain, delivered the opening speech, introducing how the company leverages its own advantages to help clients solve their dairy cold chain issues from the customer’s perspective. Senhor. Cao explained that Baozheng integrates its digital technology, professional team, and extensive management experience to build its own cold storage and develop this new product—the Dairy Cold Chain Warehouse and Distribution Solution, aiming to ensure zero temperature loss for clients’ dairy products.
During the event, Senhor. Liu Fei, Executive Deputy Secretary-General of the Cold Chain Committee, gave a keynote speech titled “Dairy Cold Chain Construction: A Long Road Ahead.” Mr. Liu vividly introduced the dairy industry, cold chain logistics market analysis, and current characteristics of dairy cold chains from the perspective of an industry association, offering several recommendations for the development of dairy cold chains. In a media interview, Senhor. Liu urged cold chain experts like Baozheng to actively participate in the development of dairy cold chain standards and promote cold chain concepts, using platforms like the association and the CIIE to advance the cold chain industry.
Professor Zhao Yong, Vice Dean of the School of Food Science at Shanghai Ocean University, delivered a keynote speech on “Key Control Points in Dairy Cold Chains.” Professor Zhao discussed the introduction, production process, nutritional characteristics, and consumption of dairy products, described the spoilage process, shared key control points for dairy cold chain quality and safety, and highlighted four major opportunities for the future of China’s cold chain industry. In a media interview, Professor Zhao emphasized the urgent need for professional talent in the cold chain industry and encouraged closer collaboration between businesses and universities to better understand industry needs and train suitable talent.
Senhor. Zhang Fuzong, East China Cold Chain Solution Delivery Director at G7 E-flow, delivered a keynote on “Transparency in Cold Chain Logistics Management,” explaining quality transparency, business transparency, and cost transparency in cold chain logistics, and sharing pathways for transparent management based on actual business scenarios.
Senhor. Lei Liangwei, Strategic Sales Director at Baozheng Supply Chain, delivered a keynote on “Dairy Cold Chain Experts—Baozheng Cold Chain: Ensuring Temperature!” He introduced the dairy cold chain warehouse and distribution solution launched at this event, highlighting three service products: Baozheng Warehouse—Temperature Protection; Baozheng Transport—Zero Temperature Loss, Fully Visualized Operation; and Baozheng Distribution—Guarding the Last Mile, Fresh as New.
Finalmente, Baozheng Supply Chain held an electronic signing ceremony with several strategic partners, including ARLA, Nongken, Xinodis, Bailaoxi, Eudorfort, and Doctor Cheese. This strategic cooperation signing further solidified the friendly cooperative relationships between the parties. The CIIE provided a valuable platform for deeper and closer collaboration among enterprises. Baozheng Supply Chain is now a signed exhibitor for the seventh CIIE and will continue to use this national-level event for communication and display.
Baozheng Supply Chain Holds Dairy Cold Chain New Product Launch Event
Na manhã de novembro 6, Baozheng (Xangai) Supply Chain Management Co., Ltda. held a dairy cold chain new product launch event at the China International Import Expo (CIIE). Liu Fei, Executive Deputy Secretary-General of the China Federation of Logistics and Purchasing Cold Chain Committee, attended the event and delivered a keynote speech.
The event also featured several distinguished guests, including Professor Zhao Yong, Vice Dean of the School of Food Science at Shanghai Ocean University; Frede Juulsen, Global Head of the Infant Formula Category at Arla Foods amba; Xu Li, Supply Chain Director at China Agricultural Reclamation Holdings Shanghai Co., Ltda.; Zhu Yueqiong, General Manager of Oldenburger Dairy Products (Xangai) Co., Ltda.; He Ziyun, Co-founder of Cheese Doctor (Xangai) Technology Co., Ltda.; Zhu Yijie, Import Manager at Sinodis Food (Xangai) Co., Ltda.; Huo Pei, Supply Chain Manager at Bellco (Xangai) Food Trading Co., Ltda.; and Zhang Fuzong, East China Cold Chain Solution Delivery Director at G7 Yiliu.
The Long Road Ahead for Dairy Cold Chain Standards
Liu Fei, Executive Deputy Secretary-General of the Cold Chain Committee
No evento, Liu Fei delivered a keynote speech titled “The Construction of Dairy Cold Chains: A Long Road Ahead.” Speaking from the perspective of an industry association, Liu provided a vivid overview of the dairy industry, an analysis of the cold chain logistics market, and the current characteristics of the dairy cold chain. He also offered several recommendations for the development of the dairy cold chain.
During the media interview session, Liu Fei urged dairy cold chain experts like Baozheng to actively participate in the formulation of dairy cold chain standards and the promotion of dairy cold chain concepts. He emphasized the importance of using national-level exhibitions like the CIIE to promote and communicate about the cold chain industry, thereby driving its development.
Promoting High-Quality Development in the Dairy Cold Chain
Cao Can, Chairman of Baozheng Supply Chain, delivered the opening speech, introducing how Baozheng helps clients address their pain points in the dairy cold chain by leveraging its own advantages.
Cao emphasized that Baozheng integrates resources using its digital technology, professional teams, and extensive management experience to develop a new product— the dairy cold chain warehousing and distribution solution—aimed at ensuring zero temperature deviations for clients’ dairy cold chain products.
Cao Can, Chairman of Baozheng Supply Chain
Zhang Fuzong, East China Cold Chain Solution Delivery Director at G7 Yiliu, gave a keynote speech titled “Transparent Control of Cold Chain Logistics,” where he discussed the transparency of quality, operações, and costs in cold chain logistics. He shared practical insights into achieving transparency in cold chain logistics management based on real business scenarios.
Zhang Fuzong, East China Cold Chain Solution Delivery Director at G7 Yiliu
Professor Zhao Yong, Vice Dean of the School of Food Science at Shanghai Ocean University, delivered a keynote speech titled “Key Control Points in Dairy Cold Chains.” Professor Zhao covered topics such as an overview of dairy products, production processes, nutritional characteristics, and consumer trends. He discussed the spoilage process of dairy products, shared key control points for ensuring dairy cold chain quality and safety, and outlined four future opportunities for China’s cold chain industry.
During the media interview, Professor Zhao emphasized the urgent need for specialized talent in the cold chain industry. He encouraged enterprises to strengthen collaborations with universities to better understand industry needs and supply talent that meets industry requirements.
Zhao Yong, Vice Dean of the School of Food Science at Shanghai Ocean University
Lei Liangwei, Strategic Sales Director of Baozheng Supply Chain, gave a keynote speech titled “Dairy Cold Chain Experts—Baozheng Cold Chain: Ensuring the Right Temperature!” He provided a detailed introduction to Baozheng’s newly launched dairy cold chain warehousing and distribution solution, highlighting three key service products: Baozheng Warehouse—temperature assurance; Baozheng Transport—zero temperature deviation, fully visualized operations; and Baozheng Delivery—protecting the last mile, as fresh as ever.
Lei Liangwei, Strategic Sales Director of Baozheng Supply Chain
Finalmente, Baozheng Supply Chain and several strategic partners participated in a digital signing ceremony. The strategic partners included six well-known dairy companies: ARLA, China Agricultural Reclamation, Sinodis, Oldenburger, Bellco, and Cheese Doctor.
This strategic cooperation further strengthens the friendly relations between the parties!
It is platforms like the CIIE that provide opportunities for deeper and closer exchanges and cooperation between enterprises.
