The cold chain industry has experienced significant growth with projections indicating a 70% increase in nationwide cold storage capacity by 2028[1]. 在本文中，B&Company将分析越南冷链行业，审视其现状、增长驱动因素、挑战、主要参与者以及未来前景。此外，完整文章还为希望在越南冷库行业取得成功的企业提供了有价值的洞察，帮助其紧跟市场趋势、顺应不断变化的消费者偏好，并充分利用先进技术。.

冷库容量现状 在越南

The cold chain industry in Vietnam has experienced significant growth in recent years, transforming into a promising segment of the country’s industrial real estate market. This development has captured the attention of both domestic and foreign investors, leading to a substantial 48% expansion in cold storage capacity over the past three years[2]. 作为越南冷链体系中的重要组成部分，冷库设施在保持各类产品的质量和安全方面发挥着关键作用，例如海鲜、肉类、水果和蔬菜等。.

截至2023年，越南共有101家商业冷库服务商运营，总设计容量超过100万托盘[3]. Cold storage facilities are generally concentrated in clusters, mostly within industrial parks or along river ports and seaports, primarily in the southern region (which accounts for up to 87% of the total national supply[4]），尤其是隆安省，这得益于渔业和农业部门的发展；该省与湄公河三角洲地区的农业核心区联系紧密，并且靠近胡志明市。.

As of 2023, the top 5 cold storage providers in Vietnam are Lineage Logistics, Transimex, Hung Vuong, AJ Total, and Hanaro TNS. Top 10 cold storage providers collectively held a 46.5%[5] 的市场份额。.

Cold storage of Transimex in Long An

来源： 运输公司

此外，日本企业也对越南冷库业务表现出兴趣。一个突出的例子是CLK冷库设施，该设施由Cool Japan Fund Inc.、Japan Logistics Systems Corp.和Kawasaki Kisen Kaisha, Ltd.投资所有，自2015年以来一直在平阳省运营。该仓库总面积为19,210平方米，容量最高可达20,897吨（JRT标准） ^[6].

CLK Cold Storage in Binh Duong

来源： CLK 冷库

冷链行业增长的驱动因素

越南冷链服务需求的增长可归因于几个关键因素。首先，越南蓬勃发展的海鲜出口行业高度依赖高效的冷链物流，以在运往国际市场的过程中保持产品的新鲜度和质量。其次，水果、蔬菜、乳制品和医药产品等对温度要求严格、需要确保产品完整性和有效性、维持质量并减少损耗的产品，其出口和国内消费的增长，也推动了越南整体冷链行业，尤其是冷库容量的增长。第三，不断壮大的中产阶级以及对有机和新鲜食品不断变化的消费偏好，带动了高品质新鲜食品进口的增加，而这些产品需要适当的冷藏以延长保质期并确保食品安全。.

Example of a cold storage facility for beef preservation

来源： TST Company

挑战

However, the cold chain industry in Vietnam faced some remaining challenges, which have negatively impacted the cold storage industry. In 2023, due to the effects of the broader economic environment, the overall occupancy rate of warehouses has not been high, with polarization between different types of storage facilities. Additionally, the cold storage segment has been the most affected by the challenging economic conditions, as demand has declined while a large amount of new supply was added to the market in 2022, leading to occupancy rates for cold storage facilities reaching only 50-60% on the market. As a result, storage fees and cold storage service prices have also been impacted, with a 20-30% decrease compared to the peak levels observed in 2021.

未来展望与商业洞察

尽管近期面临挑战，越南冷链行业的长期前景仍然向好。预计到2028年，越南全国冷库容量将扩张至超过170万托盘，且在2024-2028年期间计划新增13个项目[7]. This represents a substantial 70% increase in the country’s cold chain supply over the next five years. This is attributed to signs of recovery shown in seafood and meat exports by the end of 2022. The OECD-FAO predicts that by 2030, Vietnam will have the highest per capita beef consumption in Southeast Asia, further underscoring the potential for growth in the cold chain industry.

鉴于该行业供需缺口，这意味着未来企业将面临显著的增长机遇。此外，企业应考虑投资冷库基础设施，并实施先进技术解决方案，以提升冷链可视化、可追溯性和温度监测能力，从而确保产品质量并减少浪费。与零售连锁和电子商务平台合作，可使冷链企业为生鲜和冷冻产品提供端到端物流服务。随着在线生鲜购物的增长，高效的冷链物流对于及时交付和客户满意度至关重要。.

此外，企业还应关注不断增长的水果和蔬菜出口及国内市场，这些市场都需要温控储存和运输。通过提供包装、贴标和配送等增值服务，公司可以在冷链价值链中占据更大的份额，并与竞争对手形成差异化。.

结论

总之，越南冷链行业为希望把握其预期增长机遇的企业提供了丰富的机会。凭借正确的战略、投资和合作伙伴关系，公司可以成功应对挑战，并在这一充满活力且前景广阔的市场中脱颖而出，成为行业领导者。通过聚焦关键客户细分、开发专业化解决方案以及利用先进技术，企业可以为越南稳健高效的冷链基础设施建设作出贡献，最终使经济和消费者双方都受益。.

[1] https://vnexpress.net/nguon-cung-kho-lanh-du-bao-tang-70-4722799.html

[2] 同注1

[3] 同注1

[4] https://trungtamwto.vn/chuyen-de/25235-thi-truong-kho-lanh-tai-viet-nam-nhieu-du-dia-cho-khai-pha

[5] 同注1

[6] https://clk.com.vn/vn/

[7] https://vnexpress.net/nguon-cung-kho-lanh-du-bao-tang-70-4722799.html

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