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%，占市场的30%; intelligent handling market size is expected to reach300Billion yuan, year-on-year growth8%，占市场的20%；智能分拣市场规模预计达到150Billion yuan, year-on-year growth5%，占市场的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,2023年全年中国智能仓储行业CR5为12.6%，CR10为21.4%, the market concentration is low, in a state of full competition, there are more scattered small service providers, the market competition is fierce.

在自动化立体仓库领域，日本大福、德马泰克、西门子等外资企业占据了较大的市场份额，主要服务于电商、零售等商业配送领域；而诺力股份、科捷智能、昆船智能等本土企业则主要服务于汽车制造、烟草、医药等工业生产领域。在AGVIn 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.

四、智能仓储行业区域分布

中国智能仓储企业主要分布在华东地区和华南地区，这两个地区的智能仓储企业数量占全国的70%以上。这与这两个地区的经济发展水平、物流需求规模和技术创新能力有关。其中，华东地区是中国最大的经济区域和物流市场，拥有众多的电商平台和物流企业，对智能仓储的需求旺盛；华南地区是中国最重要的出口贸易基地和制造中心，拥有众多的工业生产企业和港口物流设施，对智能仓储的需求强劲。

According to data from the Champ Consulting Group,2023年全年华东地区的智能仓储市场规模预计达到750Billion 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

尚普咨询认为，面对快速发展的智能仓储行业，相关企业和投资者应该根据自身优势和市场机遇，制定合理的布局优化策略，主要包括以下几点：

加强技术创新和研发投入，提高智能仓储的性能、可靠性和智能化水平，满足不同场景和客户的需求，提升市场竞争力。

拓展应用领域和客户群体，开发新的智能仓储解决方案，针对电商、零售、冷链、农产品等不同行业和领域的特点和需求，提供定制化的服务。

加强区域布局和合作伙伴的建设，优化资源配置和运营效率，根据不同地区的经济发展水平、物流需求规模和技术创新能力，制定合理的市场分布和渠道策略，与当地的物流企业、政府机构、行业协会等建立良好的合作关系。

关注政策动向和市场变化，把握行业发展趋势和机遇，及时调整战略方向和业务模式，应对潜在的风险和挑战，如技术标准、数据安全、人才培养等。