Demand has been rapidly growing.

需求一直在快速增長。

Throughout COVID, we had among the highest sales in all of the food space.

在整個 COVID 期間，我們的銷售額在所有食品領域中名列前茅。

Behind this seemingly simple idea, there's a sophisticated supply chain keeping perishables frozen.

在這個看似簡單的想法背後，隱藏著一條複雜的供應鏈，以保持易腐食品的冷凍。

Each step is very critical.

每一步都非常關鍵。

The products have to maintain proper temperature throughout a complex network of refrigerated trucks and cold storage facilities.

產品必須在複雜的冷藏車和冷藏設施網絡中保持適當的溫度。

Should the temperature vary, it can become unsafe.

如果溫度變化，就會變得不安全。

But it's not just about keeping ice cream from melting.

但這不僅僅是為了防止冰淇淋融化。

The percentages are remarkable in terms of what's tossed frozen items because of inadequate cold storage temperature.

在因冷藏溫度不足而被扔掉的冷凍物品中，所佔的百分比非常高。

And the refrigeration tech is often outdated.

而且製冷技術往往已經過時。

We're still relying on centuries old technology.

我們仍在依賴幾百年前的技術。

The weak link in cold chain logistics, planes, trains, automobiles, is how to deliver any perishable good at the appropriate temperature.

冷鏈物流、飛機、火車、汽車的薄弱環節是如何在適當的溫度下運送任何易腐物品。

Major players in the global frozen food market include privately held Cargill, ConAgra, Nestle, General Mills and Unilever.

全球冷凍食品市場的主要參與者包括私營企業嘉吉（Cargill）、康尼格拉（ConAgra）、雀巢（Nestle）、通用磨坊（General Mills）和聯合利華（Unilever）。

So the consumers are buying more frozen product.

是以，消費者購買更多的冷凍產品。

It's going to require more storage capability and a more efficient supply chain.

這需要更強的存儲能力和更高效的供應鏈。

The perishables are poised to profit.

易腐食品有望獲利。

And so are those investing in really cold properties.

投資真正冷門房產的人也是如此。

Supply chain issues and labor challenges haven't really gone away in the food industry.

在食品行業，供應鏈問題和勞動力挑戰並沒有真正消失。

Where's the stuff?

東西在哪裡？

Without resilient supply chain infrastructure, the growth and safety of the massive $265 billion global frozen food market is at risk.

如果沒有彈性供應鏈基礎設施，價值 2,650 億美元的全球龐大冷凍食品市場的增長和安全就會面臨風險。

Can cold storage supply chains keep up with frozen food demand?

冷藏供應鏈能否跟上冷凍食品的需求？

Virtually all American households purchase frozen food at least once a year.

幾乎所有美國家庭每年至少購買一次冷凍食品。

Since 2019, sales have grown by 23 percent, according to the American Frozen Food Institute.

據美國冷凍食品協會稱，自 2019 年以來，銷售額增長了 23%。

When COVID happened, when supply chain everything got shut down, you saw a huge spike in frozen food, sometimes 30, 40, 50 percent year over year basis.

當 COVID 事件發生時，當所有供應鏈都被關閉時，你會看到冷凍食品大幅飆升，有時同比增長 30%、40%、50%。

Frozen food's demand was supercharged during the pandemic in the U.S., bringing in over $65 billion in 2020.

在美國大流行期間，冷凍食品的需求量激增，2020 年的需求量超過 650 億美元。

The pandemic taught consumers to invest in bulk buying.

大流行病讓消費者學會了投資大宗採購。

Frozen foods were some of the best selling items during the pandemic since they can be really stored for long periods of time.

冷凍食品是大流行期間最暢銷的商品，因為它們確實可以長期儲存。

We're seeing that growth continue.

我們看到這種增長仍在繼續。

We saw about a 20 percent growth during COVID, which was really very rapid and fast.

在 COVID 期間，我們實現了約 20% 的增長，速度非常快。

Most frozen food products reported double digit increases.

大多數冷凍食品都有兩位數的增長。

We did a recent survey and found that over 80 percent of consumers look to frozen to reduce in-home food waste and also save money.

我們最近做了一項調查，發現超過 80% 的消費者希望通過冷凍來減少家中的食物浪費，同時還能省錢。

The main driver is cost.

主要驅動因素是成本。

What can consumers afford?

消費者能買得起什麼？

One great study by Cornell that looked into how much waste the average consumer has between both fresh and frozen and what they found was with frozen food, you're five times more likely not to encounter food waste.

康奈爾大學的一項偉大研究調查了普通消費者在新鮮食品和冷凍食品之間的浪費情況，結果發現，冷凍食品的浪費率是新鮮食品的五倍。

Every year, roughly $1,300 is spent by the average American on food that ends up as waste.

每年，美國人平均花費約 1,300 美元購買食物，而這些食物最終被浪費掉。

You know, Cargill produces enough protein to feed 170 million people around the world.

要知道，嘉吉公司生產的蛋白質足以養活全球 1.7 億人。

So that's enough to feed the entire country of Bangladesh every single day.

是以，這足以養活整個孟加拉國的每一天。

The frozen category, really seeing things like variety meats more likely to be purchased frozen.

冷凍品類中，各種肉類更傾向於購買冷凍品。

At the end of the day, it's about that 4 p.m. dinner tonight decision, right?

歸根結底，還是要看今晚 4 點的晚餐決定，不是嗎？

A great variety of dinners is promised.

我們承諾提供種類繁多的晚餐。

The dinner is packed and ready for Sub-Zero storage.

晚餐已打包完畢，準備放入 Sub-Zero 冰箱。

Industry has come a long way since the 1930s when Clarence Birdseye pioneered a flash freezing technique that better preserved foods.

自 20 世紀 30 年代克拉倫斯-伯德塞伊（Clarence Birdseye）開創了能更好地保存食品的速凍技術以來，食品工業已經取得了長足的進步。

Before then, the market was known for tasteless and textureless products.

在此之前，市場上的產品以無味、無質感著稱。

Quick freezing is one of the newer ways of keeping foods, meat, fruit, vegetables.

快速冷凍是保存食品、肉類、水果和蔬菜的新方法之一。

He won consumers over.

他贏得了消費者。

I'm sorry, but I already have a frozen food man.

對不起，我已經有一個冷凍食品男了。

And the 1950s and 60s became the golden age of food freezing.

二十世紀五六十年代成為食品冷凍的黃金時代。

Birdseye, Hawaiian-style international vegetable.

鳥眼，夏威夷風格的國際蔬菜。

That flash freezing technique is still how a lot of frozen products are made today, particularly with mechanical freezing.

這種速凍技術如今仍是許多冷凍產品的製作方法，尤其是機械冷凍。

Think frozen plates and conveyor belts for contact freezing or the air blast method, which is one of the oldest and commonly used.

比如接觸式冷凍的冷凍板和傳送帶，或者最古老也最常用的噴氣式冷凍法。

That's when cold air fills a room of food to freeze it.

這時，冷空氣就會充滿食物，使其凍結。

Freezing technology really hasn't gained leaps and bounds.

冷凍技術確實沒有突飛猛進的發展。

Blast freezing.

爆炸凍結。

And what that means is let's say strawberries are coming out of a field in California.

這意味著，比方說，草莓正從加利福尼亞的一塊地裡出來。

We'll take those warm strawberries out of the field as soon as they're cleaned, and then we'll blast them down to negative 20 degrees and then store them so then later they can be consumed.

我們會把這些熱草莓從田裡摘下來，然後把它們吹到負 20 度，然後儲存起來，以後就可以食用了。

The air blasting technique also utilizes individual quick freezing, a.k.a.

空氣噴射技術還利用了單個快速冷凍技術（又稱 "冷凍"）。

IQF.

IQF.

An IQF, what it does is it frees individual pieces of food and that does two things.

IQF 的作用是釋放單個食物，這有兩個方面。

One, the speed of the freezing helps reduce the size of the ice crystal.

其一，冷凍的速度有助於縮小冰晶的尺寸。

So it helps preserve the integrity of the food when it's thawed or frozen.

是以，當食物解凍或冷凍時，它有助於保持食物的完整性。

It helps freeze at that peak of freshness, and that's really an aspect that whether you look at meat or vegetables, a lot of industries have really focused on communicating that message as well.

無論是肉類還是蔬菜，很多行業都非常注重傳達這一資訊。

The other way food can be frozen is cryogenic freezing.

冷凍食物的另一種方法是低溫冷凍。

It uses liquid nitrogen or carbon dioxide to get to extremely low temperatures quickly.

它利用液氮或二氧化碳迅速達到極低的溫度。

But it can be more expensive for companies to invest and switch to the cryogenic techniques, plus the cost of nitrogen added to that.

但對於公司來說，投資和轉用低溫技術的成本會更高，再加上氮氣的成本。

However, cryogenic freezing is much faster since that liquid nitrogen is so cold.

不過，低溫冷凍的速度要快得多，因為液氮的溫度非常低。

One estimate puts mechanical freezing at nearly an hour to freeze fruits and veggies, while cryogenic freezing could take 11 minutes.

據估計，機械冷凍需要近一個小時才能冷凍水果和蔬菜，而低溫冷凍只需 11 分鐘。

It's all about speed.

這就是速度。

The faster food can freeze, the smaller ice crystals that form, which ultimately creates a higher quality product.

食物冷凍得越快，形成的冰晶就越小，最終就能生產出更高質量的產品。

Our data scientists heard that we were not blasting strawberries fast enough in California.

我們的數據科學家聽說，在加利福尼亞，我們炸草莓的速度不夠快。

The algorithm, based on computational fluid dynamics, that we're able to reduce the freeze cycle from three days down to one to two days.

基於計算流體動力學的算法，我們能夠將凍結週期從三天縮短到一到兩天。

So not only are you reducing the lead time of freezing the berries, but we're using less energy to do that.

是以，我們不僅縮短了冷凍漿果的準備時間，還減少了能源消耗。

How to freeze food is just the first half of the equation.

如何冷凍食物只是等式的前半部分。

Frozen foods need a robust and sustainable cold storage supply chain to reach consumers.

冷凍食品需要一個穩健、可持續的冷藏供應鏈才能送達消費者手中。

Even Birdseye recognized this in the late 1920s when convincing Americans to try frosted foods.

20 世紀 20 年代末，在說服美國人嘗試糖霜食品時，就連鳥眼也意識到了這一點。

He created his own refrigerated boxcars for trains and leased freezers out to retailers.

他創建了自己的火車冷藏箱車，並將冷凍箱出租給零售商。

The U.S. still transports a lot of food by truck.

美國仍然用卡車運輸大量食品。

In the U.S. we're very fortunate, but in other developing countries we're seeing an investment in the cold chain to try and keep the agricultural products preserved for year-round consumption.

在美國，我們非常幸運，但在其他開發中國家，我們也看到了對冷鏈的投資，以保持農產品的全年保鮮。

It's really a way of preventing food waste globally.

這確實是在全球範圍內防止食物浪費的一種方法。

Approximately 13 percent of all food produced globally is lost due to poor cold storage every year.

每年全球生產的糧食中約有 13% 因冷藏不善而損失。

That wasted food could have fed an estimated 950 million people. 10th annual disruptor 50 list are fastest growing private companies challenging public incumbents.

這些浪費掉的糧食本可以養活約 9.5 億人。第 10 屆 "顛覆者 50 強 "年度榜單由增長最快的私營公司組成，這些公司正在挑戰現有的上市公司。

Number three, Lineage Logistics, improving the food supply chain to prevent waste with a proprietary freezing process.

第三，Lineage 物流公司，通過專有的冷凍工藝改善食品供應鏈，防止浪費。

Lineage serves big name customers, including Walmart and McDonald's.

Lineage 為沃爾瑪和麥當勞等大客戶提供服務。

Lineage Logistics focuses on the frozen food market, and part of its mission is decreasing global food waste.

Lineage Logistics 專注於冷凍食品市場，其使命之一是減少全球食品浪費。

And so we provide frozen and chilled warehousing, 450 warehouses across 20 countries.

是以，我們提供冷凍和冷藏倉儲服務，450 個倉庫遍佈 20 個國家。

Let's use salmon as an example.

讓我們以三文魚為例。

Salmon will be harvested up in the Pacific Northwest.

鮭魚將在西北太平洋地區收穫。

Salmon will immediately be packaged, put into one of our freezers.

三文魚將立即打包，放入我們的冷凍庫。

That packaged salmon across the country may go to a retail store and then finally to the consumers at home.

全國各地的包裝三文魚可能會進入零售店，最後送到消費者家中。

It may end up moving to a restaurant where the final consumer then purchases.

最後可能會轉移到餐廳，由最終消費者購買。

But we're helping to move that food through the entire cold chain and ensuring that it keeps a safe temperature the entire way.

但是，我們正在幫助將食品運送到整個冷鏈中，並確保全程保持安全溫度。

The supply chain weaknesses garnered international attention when the coronavirus pandemic struck.

冠狀病毒大流行時，供應鏈的薄弱環節引起了國際關注。

COVID really showed how fragile the supply chain system is.

COVID 真正顯示了供應鏈系統有多麼脆弱。

That really exposed huge gaps in being able to transport in frozen food and even refrigerated food in the U.S.

這確實暴露了美國在冷凍食品甚至冷藏食品運輸方面的巨大差距。

At the same time, it's expensive to generate power to keep the entire supply chain frozen.

與此同時，為保持整個供應鏈凍結而發電的成本也很高。

Being able to minimize costs in different ways, whether you're using different software, AI, robotics, freezing technology, driverless technology to transport the product from point A to point B, like that is the biggest pain point.

無論是使用不同的軟件、人工智能、機器人技術、冷凍技術、無人駕駛技術將產品從 A 點運送到 B 點，能夠以不同的方式最大限度地降低成本是最大的痛點。

Our data scientists have looked at the space that's used in our freezers because they consume a lot of energy.

我們的數據科學家研究了冰櫃的使用空間，因為它們消耗大量能源。

And we want to make sure that we're using every square inch of that facility with frozen food.

我們要確保冷凍食品能充分利用設施的每一寸空間。

They've created algorithms to be able to see where are we not using some of that cubic space and how can we optimize that usage.

他們已經創建了算法，能夠發現我們在哪些地方沒有使用這些立方空間，以及如何優化這些空間的使用。

The G have been able to create over 300,000 additional pallet positions of frozen food that is equivalent to a three million square foot freezer.

G 能夠為冷凍食品增加 30 多萬個托盤位置，相當於一個 300 萬平方英尺的冷凍庫。

Food waste also contributes to unnecessary emissions.

食物浪費還會造成不必要的排放。

And that's a ticking time bomb that Phononic aims to defuse.

而這正是 Phononic 想要拆除的定時炸彈。

Number 17 on the list is Phononics, a semiconductor company that is reinventing the refrigerator.

排名第 17 位的是 Phononics，這是一家正在重塑冰箱的半導體公司。

Through the power of semiconductor innovation, we are sustainably transforming global cooling.

通過半導體創新的力量，我們正以可持續的方式改變著全球的冷卻方式。

So core to our platform is a semiconductor chip that when powered generates coldness.

是以，我們平臺的核心是一個半導體芯片，通電後會產生冷量。

Phononic embraces solid state cooling with semiconductor devices that cool and freeze products in the cold chain fulfillment process.

Phononic 採用固態冷卻技術，其半導體設備可在冷鏈履行過程中冷卻和冷凍產品。

So Phononic really developed the ecosystem and now are delivering solutions poised to disrupt an almost $50 billion global market.

是以，Phononic 真正開發了生態系統，現在正在提供解決方案，準備顛覆近 500 億美元的全球市場。

Cold is super hot if you're in the cold storage warehouse business.

如果你從事的是冷藏倉庫業務，那麼 "冷 "就是超級熱門。

Why?

為什麼？

It's because of your Amazon Press, your Peapod by Giant, the new food delivery services driving it literally from the warehouse to your home.

這是因為您的亞馬遜新聞、Peapod by Giant、新的食品配送服務將食品從倉庫送到了您的家中。

Online grocery sales soared over the pandemic, fueling frozen food sales with a 75 percent increase in 2020.

大流行過後，網上食品雜貨銷售額猛增，推動冷凍食品銷售額在 2020 年增長了 75%。

It's expensive right now to ship by e-commerce frozen products because it needs to stay cold.

現在通過電子商務運輸冷凍產品的成本很高，因為需要保持低溫。

How do we get product either from retail to the consumer using e-commerce and or from other distribution points straight to the consumer?

我們如何利用電子商務將產品從零售店直接送到消費者手中，或者從其他分銷點直接送到消費者手中？

While that may be convenient for a consumer, it makes warehouse management a nightmare.

這對消費者來說可能很方便，但對倉庫管理來說卻是一場噩夢。

So much so that now in almost every case, retailers lose almost $13 in an online grocery delivery.

以至於現在幾乎每一次在線雜貨配送，零售商都會損失近 13 美元。

Phononic developed an end-to-end cold chain solution, not just hardware, that includes actively refrigerated and frozen totes, but also the IOT connectivity that allows the consumer to know exactly where their order is from the minute it was placed to the time that they pick it up.

Phononic 開發了端到端的冷鏈解決方案，不僅包括主動冷藏和冷凍週轉箱等硬件，還包括物聯網連接，使消費者從下單到取貨的整個過程中，都能準確地知道自己的訂單在哪裡。

Phononic is leasing these reusable totes to grocery stores and retailers.

Phononic 正在向雜貨店和零售商出租這些可重複使用的手提箱。

And that gives the grocer, the warehouse and the last mile delivery solutions provider tremendous flexibility, saving labor, saving on energy costs, but more importantly, increasing order throughput to meet those online demands.

這為雜貨店、倉庫和最後一英里配送解決方案提供商提供了極大的靈活性，節省了勞動力，節約了能源成本，但更重要的是，提高了訂單吞吐量，以滿足這些在線需求。

We're seeing the e-commerce side of the cold chain growing and we've acquired two companies to really be able to give us some some infrastructure there because it does require a different layout of the facility and different technology.

我們看到冷鏈的電子商務方面正在增長，我們已經收購了兩家公司，以真正為我們提供一些基礎設施，因為這確實需要不同的設施佈局和不同的技術。

And while the number of households buying online leveled out in 2022, what continued to grow was the frequency of orders and the money spent per order.

2022 年，網上購物的家庭數量趨於平穩，但訂單的頻率和每筆訂單的花費卻持續增長。

The pandemic surge in frozen food consumption has shown staying power from purchases in stores to online orders.

從商店購買到網上訂購，冷凍食品消費的流行性激增已顯示出持久的生命力。

Don't see that changing at all to be able to not only feed yourself, but feed your family something that it doesn't take two hours to cook, to cook.

這一點也不會改變，不僅能養活自己，還能讓家人吃上不用花兩個小時就能做的飯菜。

That is a huge factor as well that's driving frozen frozen food sales.

這也是推動冷凍冷藏食品銷售的一個重要因素。

I like to call it the convenience continuum.

我喜歡把它稱為 "便利連續體"。

So when you think from a consumer standpoint, it's the let me do it, do it with me or do it for me.

是以，當你從消費者的角度考慮問題時，就是讓我來做、和我一起做或為我做。

And frozen foods can really play in all three of those pieces.

而冷凍食品可以真正發揮這三者的作用。

Between the demand growth, retailer engagement and industry innovations, the frozen food market is looking strong, according to the American Frozen Food Institute.

美國冷凍食品協會稱，在需求增長、零售商參與和行業創新之間，冷凍食品市場正呈現出強勁的發展勢頭。

They want cold and frozen items in particular, almost instantaneously.

他們尤其需要冷藏和冷凍食品，而且幾乎是即時的。

So we view ourselves as not just a facilitator of coldness, but a facilitator of e-commerce itself.

是以，我們認為自己不僅是冷漠的促進者，也是電子商務本身的促進者。

Once consumers get used to the convenience, it's really tough to go back.

一旦消費者習慣了這種便利，就很難再回頭。