Development Status of 1. Intelligent Warehousing Industry

According to data from the Champ Consulting Group,2023The size of China's smart warehousing market is expected to reach1,500Billion yuan, year-on-year growth10.6%, accounting for the logistics equipment market18.8%. The intelligent warehousing industry is driven by policy support, technological innovation, market demand and other factors, showing a rapid development trend. Among them, e-commerce, retail, cold chain and other commercial distribution fields and automobile manufacturing, tobacco, medicine and other industrial production fields are the main application scenarios of intelligent warehousing, occupying the market.70%above share. In addition, the construction of cold chain facilities for agricultural products storage is also an important development direction of intelligent storage, which helps to improve the efficiency and quality of the agricultural industry chain.

2. intelligent warehousing industry market size

According to the classification of Shangpu Consulting Group, the intelligent warehousing industry can be divided into four categories: automated three-dimensional warehouses,AGV(automatic guided vehicle), intelligent handling and intelligent sorting. Among them, automated warehouse refers to the use of automation equipment and control systems, to achieve automatic access to goods and management of high-density storage;AGVIt refers to an unmanned handling vehicle that runs according to a predetermined route without manual intervention and has safety protection and various transfer functions. Intelligent handling refers to the use of robots or mechanical arms and other equipment to realize automatic handling of goods between different positions. Intelligent sorting refers to the use of machine vision, sensors and other technologies to realize automatic identification, classification and distribution of goods.

According to data from the Champ Consulting Group,2023The market size of China's automated warehouse is expected to reach600Billion yuan, year-on-year growth12%, accounting for the smart warehousing market40%；AGVThe market size is expected to reach450Billion yuan, year-on-year growth15%account of the market.30%; intelligent handling market size is expected to reach300Billion yuan, year-on-year growth8%account of the market.20%; intelligent sorting market size is expected to reach150Billion yuan, year-on-year growth5%account of the market.10%。

3. intelligent warehousing industry competition pattern

China's intelligent warehousing industry is composed of emerging local enterprises and established foreign enterprises. Overseas enterprises are more widely used in the field of commercial distribution, and local enterprises are more widely used in the industrial field. According to data from the Champ Consulting Group,2023China's intelligent warehousing industry throughout the yearCR5For12.6%，CR10For21.4%, the market concentration is low, in a state of full competition, there are more scattered small service providers, the market competition is fierce.

In the field of automated three-dimensional warehouses, foreign-funded enterprises such as Japan's Dafu, Dematic and Siemens occupy a large market share, mainly serving e-commerce, retail and other commercial distribution fields, while local enterprises such as Nori, Kejie Intelligence and Kunchuan Intelligence mainly serve automobile manufacturing, tobacco, medicine and other industrial production fields. InAGVIn the field, local enterprises such as Express Robot, Cobos Robot and Haikang Robot occupy a large market share, mainly serving e-commerce, retail and other commercial distribution fields; while SwitzerlandABBForeign-funded enterprises such as KUKA in Germany and Yaskawa Electric in Japan mainly serve automobile manufacturing, tobacco, medicine and other industrial production fields. In the field of intelligent transportation, local enterprises such as Hairou Innovation, Megvii Technology and Jizhijia occupy a large market share, mainly serving e-commerce, retail and other commercial distribution fields, while foreign-funded enterprises such as Amazon in the United States and Unocal in Japan mainly serve the e-commerce field. In the field of intelligent sorting, local enterprises such as Jingdong Logistics, Cainiao Network and Shunfeng Express occupy a large market share and mainly serve the e-commerce field, while foreign enterprises such as Beckman Coulter in Germany and Sotek in the United States mainly serve the pharmaceutical field.

4. intelligent warehousing industry regional distribution

China's intelligent warehousing enterprises are mainly distributed in East China and South China, the number of intelligent warehousing enterprises in these two regions accounted for the country's70%Above. This is related to the level of economic development, the scale of logistics demand and the ability of technological innovation in the two regions. Among them, East China is China's largest economic region and logistics market, with a large number of e-commerce platforms and logistics enterprises, and there is a strong demand for intelligent warehousing; South China is China's most important export trade base and manufacturing center, with a large number of industrial production enterprises and port logistics facilities, the demand for intelligent warehousing is strong.

According to data from the Champ Consulting Group,2023The size of the smart warehousing market in East China is expected to reach750Billion yuan, year-on-year growth11%It accounts for the national market.50%; The size of the smart warehousing market in South China is expected to reach300Billion yuan, year-on-year growth10%It accounts for the national market.20%. Other regions such as North China, Northwest China, Central China and other regions of the intelligent storage market is relatively small, but there is also a certain growth space.

5. Intelligent Warehousing Industry Layout Optimization Strategy

Shangpu Consulting believes that in the face of the rapid development of the intelligent warehousing industry, relevant enterprises and investors should formulate reasonable layout optimization strategies according to their own advantages and market opportunities, mainly including the following points:

Strengthen technological innovation and R & D investment, improve the performance, reliability and intelligent level of intelligent warehousing, meet the needs of different scenarios and customers, and enhance market competitiveness.

Expand application areas and customer groups, develop new intelligent warehousing solutions, and provide customized services for the characteristics and needs of different industries and fields such as e-commerce, retail, cold chain, and agricultural products.

Strengthen the regional layout and the construction of partners, optimize resource allocation and operational efficiency, formulate reasonable market distribution and channel strategies according to the economic development level, logistics demand scale and technological innovation ability of different regions, and establish good cooperative relations with local logistics enterprises, government agencies, industry associations, etc.

Pay attention to policy trends and market changes, grasp industry development trends and opportunities, adjust strategic directions and business models in a timely manner, and respond to potential risks and challenges, such as technical standards, data security, and talent training.