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What are the leading cold chain logistics stocks?

1. Jingxue Energy Saving (stock code: 301010)

Jingxue Energy Saving (stock code: 301010) was founded in 1993. It is a company specializing in energy-saving and heat insulation of cold storage enclosure systems. It is a national high-tech manufacturing enterprise that develops, designs, produces and sells materials (energy-saving insulation/insulation sandwich panels and supporting products). At the same time, the company is actively involved in the field of manufacturing energy-saving insulation materials for industrial building envelope systems. The company has integrated all-round service capabilities in the design, production, installation and maintenance of cold storage enclosure systems, and is the leading provider of overall solutions for cold storage energy-saving enclosure systems in China.

The company mainly provides related cold storage enclosure system solutions for cold chain logistics, food processing, shopping malls and supermarkets, hotels and aviation catering, biopharmaceuticals, fine chemicals, precision electronics and other industries, and cooperates with cold storage refrigeration systems, The control management system consists of an energy-saving cold storage system and an energy-saving industrial building system, which are used for the production, storage and logistics of food, medicine and other commodities that require a constant temperature environment.

2. Bingshan Lengre (stock code: 000530)

Bingshan Lengre (stock code: 000530) is a large mixed-ownership enterprise group with a history of 91 years. Bingshan focuses on industrial refrigeration and heating, commercial refrigeration and refrigeration, air conditioning and environment, core components, engineering and services, new businesses and other hot and cold businesses. It has 2 listed companies, 18 Sino-foreign joint ventures, 22 domestic-funded enterprises, and total assets of 130 100 million yuan, with 10,200 employees; Bingshan is China's green equipment manufacturing enterprise that masters major refrigeration core technologies and has maintained its position as a leading enterprise in China's refrigeration industry for more than 30 consecutive years.

China's largest industrial refrigeration equipment manufacturer owns the famous Chinese trademark "Jingxue"; the company has a complete heating and cooling industry chain and can provide customers with design, manufacturing, installation, maintenance, etc. A package of comprehensive solution services: The smart dining cabinet produced by the company's subsidiary Panasonic Cold Chain has been successfully integrated into the Hema Fresh platform series, and has provided cold chain solutions to dozens of its stores: refrigeration and air-conditioning equipment revenue in 2019 was 1.786 billion, with operating revenue of 1.786 billion. The revenue accounted for 97.51%; in 2019, the company's subsidiary Shuishan Dingcheng successfully signed a large-scale air-cooled ship-cooling east station project for Portuguese transportation.

3. Sifang Technology (stock code: 603339)

Sifang Technology (stock code: 603339) was founded by Mr. Huang Jie in 1986. It is a leading cold chain equipment manufacturer in China with comprehensive advantages. Manufacturing companies. The company is located in Nantong City, Jiangsu Province. More than 30 years of customer recognition and market influence have made "Sifang Technology" a leading enterprise in domestic quick freezing equipment.

Leading domestic cold chain equipment supplier; the company’s main business is the research, production and sales of food refrigeration equipment and tank containers. The food refrigeration equipment is mainly quick freezing equipment, storage cold storage, refrigeration systems, etc.; 19 years of cold chain equipment Chain equipment business revenue was 371 million yuan, accounting for 31.59%: it was disclosed in June 2020 that the company's special refrigeration sales packaging can be transported by dry cryogenic liquid trucks, and it will continue to pay attention to other cold chain logistics facilities and equipment.

4. Binglun Environment (stock code: 000811)

Binglun Environment (stock code: 000811) was founded in 1956. It is a diversified and international comprehensive equipment industry enterprise. . The main business covers low-temperature refrigeration, central air conditioning, environmentally friendly heating, energy and chemical equipment, precision castings, smart services, hydrogen energy development and other industrial clusters. In recent years, Binglun Environment has been awarded the title of Top 30 Core Competitiveness of China's Machinery Industry, Top 100 of China's Machinery Industry, China's Meritorious Equipment Enterprise, and Ozone Layer Protection Demonstration Enterprise.

The first batch of Chinese refrigeration and air-conditioning industrial enterprise credit rating AAA credit enterprises; with cold chain system integration technology, capable of producing a full range of screw compressors, with capabilities ranging from product design, manufacturing, installation to project general contracting and The ability to provide customers with system solutions.

5. Weiguang Co., Ltd. (stock code: 002801)

Weiguang Co., Ltd. (stock code: 002801) is a national high-tech enterprise, a single champion demonstration enterprise in the manufacturing industry of the Ministry of Industry and Information Technology, and a China Electronics Corporation Top 100 component companies. The company has nationally recognized laboratories, provincial enterprise technology centers, and provincial research institutes, specializing in the R&D, production and production of motors, fans, micro motors, drives and controllers, robots and automation equipment, pumps, and new energy automobile parts. Sale.

The company's main products are refrigerator motors, external rotor fans, ECM motors, servo motors, and automotive air conditioning units. Its customers include PANASONIC, FRIGOGLASS, UGURWHIRLPOOL, DANFOSS, AO.SMITH, HaiRong Linglian, Hisense Ronsheng, Yindu Shares, Muyuan Shares and other well-known domestic and foreign companies in the industry.