--Foreseeing 2023: "China's Intelligent Logistics Equipment Industry Panorama in 2023" (with market size, competitive landscape and development prospects, etc.)
Industry's major listed companies:NuoLi (603611.SH), Robotics (300024.SZ), Kunshan Intelligence (301311.SZ), Today International (300532.SZ), Lanjian Intelligence (688557.SH) and so on
The core data of this article: The history of China's intelligent logistics equipment industry; China's automation market scale;China's intelligent logistics equipment penetration rate;China's intelligent logistics equipment industry market size situation, etc.
Industry Overview
1, Definition
Intelligent logistics equipment is the foundation of intelligent logistics, is based on automation integrated sensing sensing, information technology, Artificial intelligence and other technologies to achieve intelligence. Intelligent logistics equipment is an important carrier to realize integrated supply chain services and digital transformation. Intelligent logistics equipment industry from the basic automation logistics equipment manufacturing and system integration to the digital, network, visualization, modularity, flexibility and other directions, for the industry downstream customers to provide "one-stop" intelligent logistics system solutions.
2, industry chain analysis: downstream application direction diversification
Intelligent logistics industry chain is mainly divided into upstream, in the downstream three parts. Upstream is mainly for raw materials and parts suppliers; midstream for the manufacture of intelligent logistics equipment, including automated three-dimensional warehouse, sorting equipment, conveying and handling equipment; downstream for the system integration and use of the market, which, the application market, including industrial production and commercial distribution.
Industry development history: from the mechanization stage to the intelligent automation stage
Review of the process of domestic logistics intelligence, can be divided into four stages. 1) Mechanization stage: conveyor trucks, stacker cranes, lifts and gradually replace the manual; 2) Automation stage: the introduction of mechanical warehousing based on the introduction of AGVs, automated racking, Automatic access robots, automatic identification and sorting and other advanced systems; 3) Highly flexible integrated automation stage: AGV navigation mode iteration brings path diversification, shuttle to achieve the two-dimensional to three-dimensional space shift to the integrated system for the main realization of the collaboration; 4) Intelligent automation stage: the use of RFID, robotics, AGV and MES \ WMS and other intelligent equipment and software to achieve the logistics process Overall automation and intelligence; on the one hand, the loading and unloading, storage, packaging, transportation links to achieve integration, on the other hand, to achieve the convergence of production and logistics, to achieve a high degree of integration of logistics and production of the entire smart factory.
Industry policy background: the state to support the rapid development of the industry
Intelligent logistics equipment industry and the logistics industry is inextricably linked to the logistics industry, logistics industry is to support the development of the national economy of the basic, strategic, pioneering industries. In recent years, China's government has continued to promote the development of China's logistics equipment industry, proposed the development of intelligent logistics infrastructure construction, the state attaches great importance to the development of intelligent logistics equipment industry, from the policy to strengthen the guidance, increase support, issued a series of policies to encourage the intelligent logistics equipment industry.
Industry Development Status
1, China's automation market size continues to grow
Industrial automation is the machine and equipment or the production process in the absence of direct human intervention, according to the expected goal to achieve the measurement, manipulation and other information processing and process control Collectively. Automation technology is to explore and study the methods and techniques to realize the automation process. It is a comprehensive technology involving machinery, microelectronics, computers, machine vision and other technical fields. Automation is the basis for the development of the intelligent logistics equipment industry, according to the data of China Industrial Control Network, from 2017 to 2021, China's industrial automation market size grew from 166.9 billion yuan to 253 billion yuan, and it is expected that the market size in 2022 will reach 280.7 billion yuan, and the market size in 2023 will reach 311.5 billion yuan. Among them, it is expected that as of 2023, the market size of the sensor market is 35 billion yuan, the controller market size is 65 billion yuan, the actuator market size is 75 billion yuan, the communication network market size is 40 billion yuan, and the software platform market size is 96.5 billion yuan.
2, China's intelligent logistics equipment industry market penetration rate of more than half
China's logistics equipment, the gradual advancement of the intelligent process, the specific embodiment of two points. First, the automation and intelligence of a single logistics equipment, such as automatic guided vehicles (AGV), automatic stacker cranes and trucks, etc.; the second is through a variety of a single logistics equipment, warehouse environment modification and integration of logistics software systems integration, constituting a complete warehousing and logistics system, to achieve the goods from the production line to the warehouse, from the warehouse to the consumer customers of the intelligent empowerment of the logistics link to improve the efficiency of the overall.
Logistics equipment intelligence from the downstream manufacturing industry mainly refers to the downstream manufacturing manufacturers in the production of goods in the whole chain of logistics links in the application of intelligent machinery, equipment and systems, according to the "14th Five-Year" Intelligent Manufacturing Development Plan, "published information, in the past ten years, through the production of collaborative innovation, industry, academia, research and industry According to the information published in the "14th Five-Year" Intelligent Manufacturing Development Plan, in the past ten years, through the collaborative innovation of industry, academia, research and application, industry demonstration and application, and the joint promotion of the central and local governments, the development of intelligent manufacturing in China has made great progress. The supply capacity has been continuously improved, and the market satisfaction rate of intelligent manufacturing equipment has exceeded 50%. Intelligent manufacturing covers processing, testing, logistics and other links, from which it can be deduced that the penetration rate of intelligent applications in logistics equipment is about 50%.
3, China's intelligent logistics equipment industry market size compound annual growth rate of more than 20%
According to the Chinese Mechanical Engineering Society organized and prepared by the China Logistics and Warehousing Equipment Industry Development Research Report (2016-2017), 2016-2017, China's intelligent logistics industry, the total sales of each type of equipment were 21.099 billion yuan and 28.579 billion yuan, respectively, with an increase of 35.45% in 2017 compared with 2016, and the intelligent logistics market is in a period of accelerated development. According to the preliminary statistics of Foresight, the market size of China's intelligent logistics equipment market will be 82.990 billion yuan in 2022, with a compound annual growth rate of 23.76% from 2017 to 2022.
Industry Competition Pattern
1, regional competition: the southeast coastal region is more developed
From the point of view of regional distribution, the intelligent logistics equipment industry competitors are mainly located in Guangdong Province, Zhejiang Province, Jiangsu Province, Shanghai. Among them, the representative enterprises in Guangdong Province, including Huapeng Fei, Yiyatong, today's international, Zhilai technology, Zhejiang Province, representative enterprises including Ningbo Dongli, Nuo Li shares, Dema technology, Shentong Express, Jiangsu Province, representative enterprises including the sound of the storage, Feilida, bonded science and technology, etc., Shanghai, Shanghai's representative enterprises including the KDO Intelligence, China Trade Logistics, Shanghai Yashi, etc.. In addition, there are Xinning Logistics in Henan Province, Dongjie Intelligence in Shanxi Province, China Reserve Development in Tianjin City, and Tianshun Stocks in Xinjiang.
2, enterprise competition: Nuo Li shares, Xinsong Robotics lead the industry development
From the comprehensive ranking of enterprises, according to the GGII, the 2022 national intelligent logistics equipment manufacturing enterprises TOP20 rankings are as follows:
From the point of view of the field of application, the Kunshan ship Intelligence, today's international, Lanjian Intelligence, etc. The company's application field is relatively rich:
Industry development prospects and trend prediction
1, and AI, automatic driving, smart city and other concepts of integration and development
There are many downstream application scenarios of the intelligent logistics equipment industry, and with the new generation of information technology's rapid With the rapid development of a new generation of information technology and the rapid development of AI, automated driving, smart cities and other new technology areas, intelligent logistics equipment and the integration of these areas of the development trend is clearer, and the integration of the development of the goal and orientation is mainly to provide residents with a better life experience.
2, the industry's compound growth rate of nearly 20% in the next five years
"China **** Central on the development of national economic and social development of the 14th Five-Year Plan and 2035 visionary goals of the proposal" in the deepening of the reform of the circulation system is clearly put forward to smooth the circulation of goods and services circulation channels, improve the efficiency of the circulation, and to reduce the social Transaction costs; and proposed to carry out pilot demonstrations in key areas such as intelligent transportation, intelligent logistics, intelligent energy, intelligent medical care.
Intelligent logistics equipment and systems are characterized by the ability to greatly reduce the manufacturing industry, logistics and other industries, the cost of the real increase in corporate profits, manufacturers, wholesalers, retailers, three parties through the intelligent logistics interoperability, information *** enjoyment, logistics companies will be able to save more costs. This feature fits the future direction of the country's logistics system construction and reform. At the same time in China's manufacturing 2025 "and" Internet + "wind under the auspices of the intelligent logistics equipment industry will continue to maintain a high growth trend.
Based on the overall background of industry development and downstream demand is more clear under the premise of forward-looking estimates, the next few years, China's intelligent logistics equipment industry will continue to be more than 18% high growth rate.
For more research and analysis of this industry, please refer to the China Intelligent Logistics Equipment Industry Development Prospect Forecast and Investment Strategy Planning Analysis Report by Foresight Industry Research Institute.