Analysis of 1. Policy Environment

As an important support of the logistics industry, the storage and transportation equipment industry is highly valued by national policies. In recent years, the state has introduced a series of policies and measures conducive to the development of the storage and transportation equipment industry, including:

（1) National Logistics Hub Layout and Construction Plan. The plan is presented2029Year built30The goal of a national logistics hub, including railway ports, highway ports, waterway ports, airports and other types of logistics hubs, as well as corresponding warehousing and distribution centers, information platforms and other supporting facilities. This will provide huge market space and demand for the storage and transportation equipment industry.

（2) Opinions on Promoting Cost Reduction and Efficiency Increase in Logistics. The opinion puts forward a series of measures such as accelerating the construction of logistics infrastructure, promoting logistics standardization and intelligence, and optimizing the logistics service system to reduce logistics costs and improve logistics efficiency and quality. This will bring opportunities for technological innovation and product upgrading for the storage and transportation equipment industry.

（3) Guiding Opinions on Accelerating the Development of Cold Chain Logistics. The opinion puts forward a series of measures such as strengthening the construction of cold chain logistics infrastructure, improving the cold chain logistics standard system, and promoting cold chain logistics technology innovation to promote the healthy development of the cold chain logistics industry. This will bring new growth points and market demand for the storage and transportation equipment industry.

2. Market Size Analysis

According to data from the Champ Consulting Group,2023The size of China's storage and transportation equipment market is expected to reach1.2Trillion yuan, year-on-year growth8.5%. Among them, the storage equipment market size is about.4000Billion yuan, accounting33.3%; the size of the transport equipment market is approximately5000Billion yuan, accounting41.7%; the size of the handling equipment market is approximately1500Billion yuan, accounting12.5%; the size of the packaging equipment market is approximately1000Billion yuan, accounting8.3%; other storage and transportation equipment market size of approximately500Billion yuan, accounting4.2%。

Champu Consulting believes that the growth of the storage and transportation equipment market is mainly driven by the following factors:

（1) Sustainable development of the logistics industry. With the steady growth of the national economy and the upgrading of the consumption structure, the logistics industry has maintained a high growth rate and vitality.According to data from the Champ Consulting Group,In the first half of 2023, the total logistics business in China reached157.8Trillion yuan, year-on-year growth9.8%; the added value of the logistics industry reaches5.1Trillion yuan, year-on-year growth10.2%. The development of the logistics industry provides a strong market demand for the storage and transportation equipment industry.

（2) The construction of logistics infrastructure is accelerated. In order to improve the efficiency and quality of logistics, the state has increased investment and construction of logistics infrastructure, especially in key areas such as national logistics hubs, cold chain logistics, and smart logistics.According to data from the Champ Consulting Group,In the first half of 2023, China's logistics fixed asset investment reached1.5Trillion yuan, year-on-year growth12.6%. The construction of logistics infrastructure has brought huge market space for the storage and transportation equipment industry.

（32) Technological innovation and product upgrading of storage and transportation equipment. In order to adapt to the changes and needs of the logistics industry, the storage and transportation equipment industry has continuously promoted technological innovation and product upgrades, especially in intelligence, automation, energy conservation and environmental protection, and has made significant progress.According to data from the Champ Consulting Group,In the first half of 2023, China's storage and transportation equipment manufacturing industry achieved a total industrial output value1.8Trillion yuan, year-on-year growth11.2%; achieve industrial profits up1800Billion yuan, year-on-year growth15.4%. The technological innovation and product upgrading of storage and transportation equipment have brought higher added value and competitiveness to the industry.

3. market structure analysis

China's storage and transportation equipment market structure is mainly manifested in the following aspects:

（1) In terms of regional distribution, the eastern region is still the main consumer area of the storage and transportation equipment market, occupying the market size.60%With the growth of economic development and logistics demand in the central and western regions, the market size of storage and transportation equipment has also increased, occupying the market size respectively.25%and15%Left and right.

（2) In terms of industry distribution, manufacturing is the largest demand industry in the storage and transportation equipment market, accounting for the size of the market.40%Wholesale and retail industry, postal express industry, agricultural products logistics, etc. are also important demand industries in the storage and transportation equipment market, respectively, occupying the market size.20%、15%and10%Left and right.

（3) In terms of product type, warehousing equipment is the largest segment of the storage and transportation equipment market, accounting for the size of the market.33.3%Left and right; among them, shelves, stackers, conveyors, etc. are the main products. Transportation equipment is the second largest segment of the storage and transportation equipment market, accounting for the size of the market.41.7%About; Among them, automobiles, railway vehicles, ships, etc. are the main products. Loading and unloading equipment, packaging equipment, etc. are also important segments of the storage and transportation equipment market, occupying the market size of12.5%and8.3%Left and right.

4. market demand analysis

China's storage and transportation equipment market demand is mainly manifested in the following aspects:

（1) Intelligent demand. With the development of digitalization, networking and intelligence in the logistics industry, storage and transportation equipment also needs to improve the level of intelligence to realize informatization, automation and integrated management and control. Intelligent storage and transportation equipment can improve logistics efficiency and quality, reduce logistics costs and risks, and enhance logistics safety and traceability. According to data from the Champ Consulting Group,2023The market size of China's intelligent storage and transportation equipment is expected to reach3000Billion yuan, accounting for the size of the storage and transportation equipment market.25%Left and right.

（22) Demand for energy conservation and environmental protection. As the country's requirements for energy conservation, emission reduction and green development continue to increase, storage and transportation equipment also needs to meet energy conservation and environmental protection standards to reduce resource consumption and pollution emissions. Energy saving and environmental protection storage and transportation equipment can reduce the energy consumption and carbon emissions of logistics operations, and improve the social responsibility and image of the logistics industry. According to data from the Champ Consulting Group,2023The market size of China's energy-saving and environmental protection storage and transportation equipment is expected to reach2400Billion yuan, accounting for the size of the storage and transportation equipment market.20%Left and right.

（3) personalized needs. With the segmentation and diversification of the logistics industry, storage and transportation equipment also needs to meet the individual needs of different customers and scenarios to provide more accurate and efficient logistics services. Personalized storage and transportation equipment can adapt to the characteristics and requirements of different items, and improve the satisfaction and loyalty of logistics services. According to data from the Champ Consulting Group,2023The market size of China's personalized storage and transportation equipment is expected to reach1800Billion yuan, accounting for the size of the storage and transportation equipment market.15%Left and right.

5. market competition analysis

China's storage and transportation equipment market competition is mainly manifested in the following aspects:

（1) From the perspective of the competitive landscape, China's storage and transportation equipment industry is characterized by low concentration, fierce competition and low degree of differentiation. According to data from the Champ Consulting Group,2023In the first half of the year, China's storage and transportation equipment manufacturing industry owned enterprises.1.2Ten thousand, of which enterprises above designated size2000home; industry concentration (CR4) only15%The phenomenon of product homogenization is more serious.

（2) From the perspective of competitive strategy, China's storage and transportation equipment industry mainly adopts the following strategies: first, technological innovation strategy, through continuous research and development of new products, new technologies and new processes, improve product performance and quality to meet market demand; second, brand building strategy, through strengthening brand publicity, promotion and service, improve brand awareness and reputation, and enhance market influence; third, channel expansion strategy, through the establishment of sales networks, partners, e-commerce platforms and other channels, expand market coverage and penetration, and increase market share; the fourth is the segmentation strategy, by focusing on a certain segment, forming core competitiveness and creating characteristic products And services.

（3) From the perspective of competitors, the competitors of China's storage and transportation equipment industry mainly include the following categories: First, domestic well-known companies, such as Mitsubishi Heavy Industries, Siasun Robotics, Zoomlion, Haier Logistics, etc., these companies have strong technology Strength, brand influence, market share, are industry leaders and leaders; the second is well-known foreign companies, such as Siemens, Danahe, Demagini, Ace Group, etc, these enterprises have advanced technical level, product quality and service level, and are the references and challengers of the industry; third, domestic small and medium-sized enterprises, such as Zhejiang Dingli Machinery, Guangzhou Huaguan Logistics equipment, Beijing Huaxia Tiancheng Technology, Shanghai Borui Machinery and equipment, etc., these enterprises have high flexibility, innovation and cost-effectiveness, and are followers and explorers of the industry.

Analysis of future development trends and investment opportunities in 6.

According to data from the Champ Consulting Group,2023-2029China's storage and transportation equipment industry will maintain a high growth rate and development potential, with an expected compound annual growth rate10%Left and right. Future development trends and investment opportunities are mainly manifested in the following aspects:

（1) Intelligent storage and transportation equipment will become the development direction of the industry. With the increasing demand for intelligence in the logistics industry, intelligent storage and transportation equipment will become the development direction of the industry. Intelligent storage and transportation equipment can realize the functions of information collection, data analysis, decision optimization, execution control, etc., improve logistics efficiency and quality, and reduce logistics costs and risks. In the future, the market demand for intelligent storage and transportation equipment will continue to grow, and investment opportunities will continue to emerge.

（2) Energy-saving and environmental protection storage and transportation equipment will become the development trend of the industry. With the continuous improvement of national requirements for energy conservation, emission reduction and green development, energy conservation and environmental protection storage and transportation equipment will become the development trend of the industry. Energy-saving and environmentally friendly storage and transportation equipment can achieve the goals of resource conservation, pollution reduction, and recycling, and improve the social responsibility and image of the logistics industry. In the future, the market demand for energy-saving and environmental protection storage and transportation equipment will continue to grow, and investment opportunities will continue to emerge.

（3) Personalized storage and transportation equipment will become the development characteristics of the industry. With the segmentation and diversification of the logistics industry, personalized storage and transportation equipment will become the development characteristics of the industry. Personalized storage and transportation equipment can realize customized services for different customers and scenarios, and improve the satisfaction and loyalty of logistics services. In the future, the market demand for personalized storage and transportation equipment will continue to grow, and investment opportunities will continue to emerge.