[Blue Whale · New Caishi] Intelligent warehousing and Industrial Logistics: Domestic grinding, picking peaches from abroad

The rapid development of China's express delivery industry and industrial manufacturing has created a number of smart warehouse equipment manufacturers and industrial logistics equipment vendors. Under the hardships of many domestic scenarios and complex needs in China, these companies have accumulated rich experience in management, technology, products, services, application solutions, and delivery capabilities. In this way, these companies are exerting their own advantages to go abroad to create new business cards made in China.

On August 9th, the [Blue Whale · New Caishi] of the Smart Logistics Branch of the China Information Association's smart logistics branch was hosted by Shanghai Newspaper Group ｜ The CIC Burning Consultation Co -Organization, the China Information Association Smart Logistics Branch of the China Information Association. At the summit, Xun Yuxiang, director and deputy general manager of China Science and Technology, Wang Maolin, Director of Stande Robot, Wang Maolin, Founder and CEO Deng Xiaobai of the Blue Fat Machine, Ding Xia, Vice President of Xianshang Intelligence, Director of Lanxin Technology Plan and Delivery Center Cheng Yangxuan, Song Yu, Managing Director of Lianchuang Yongxuan, Feng Yanjiao, a CIC Burning Consultant Partner, and Sun Zhi, a senior supply chain expert, Shang Erbin, an expert in the industry expert of the Blue Whale Finance and Logistics Supply Chain. , Opportunities, strategies, overseas, challenges and other major issues.

At present, driven by factors such as the decline in population dividends and rising land use costs, more and more companies have begun to increase investment in the intelligent upgrade of warehousing. The application scenarios of overseas markets are relatively simple, with high standardization, and relatively low price sensitivity. Chinese companies can easily cope with the technical barriers with their own experience accumulated in the domestic market. However, it should not be too optimistic. During the process of going to sea, companies need to consider multiple factors such as products, operating models, and international macro policy economy.

In the domestic "volume" market, strong enterprises are practiced

The rapid development of domestic intelligent storage and industrial logistics industries is an inevitable result under the express development of the express delivery industry and the intelligent development of industrial manufacturing.

Feng Yanjiao, a partner of CIC Burning Consultation, said that in the Chinese market, the development of intelligent warehousing and industrial logistics is inseparable from the development of the following aspects.

The first is the rapid development of Chinese e -commerce to promote the rapid penetration of solutions such as intelligent sorting systems and mobile robots in circulating distribution scenarios. The downstream application scenarios of intelligent warehousing and industrial logistics solutions are also richer, from express delivery, e -commerce to brand warehouses with rapid expansion to fast -moving consumer and shoe and clothing.

Data show that my country ’s express delivery business has been in the world for many years, and its contribution to the growth of the world’ s market has exceeded 50%. In 2021, the national express delivery business volume was 108.3 billion. However, Yu Yuxiang believes that in this context, the proportion of logistics costs in my country is still a big pain point. In fact, in recent years, the cost pressure of major logistics and express companies from business and labor has not been small. For it, the willingness to reduce costs and increase efficiency is still strong.

In 2014, the mainstream express company launched an electronic single platform, which can connect data information about courier companies, merchants and consumers. Provide possibilities for intelligent warehousing solutions, especially intelligent sorting equipment markets. Deng Xiaobai introduced that the blue fat man provided intelligent sorting robots for DHL under the epidemic in early 2020, which improved the efficiency of the company's Miami Sorting Center by 2 to 5 times.

On the other hand, the digital and customization of the terminal forced the production end to be more flexible and flexible. The development trend of flexible supply chain brings development opportunities for flexible, scalable, and easy -to -use intelligent storage and industrial logistics solutions. Different consumer demand is forced to change the supply chain of small batch, multi -product, high efficiency, and flexible response to demand.

This influence gradually extends to the industrial level and emerging industries. Such as the rapid development of photovoltaic, lithium battery, 3C, automobile auto parts, etc., driving the demand for intelligent warehousing and industrial logistics solutions.

Cheng Yangxuan said that the intelligent production line created by Lanxin Technology for a well -known domestic photovoltaic enterprise was the first to achieve resumption of work and re -production when re -production and re -production in 2020. At the same time, the process of re -production and re -production of artificial factories that needed artificial factories was relatively slow.

In Song Yu's view, the development of the above industries and links is essentially the application of robot chassis technology. "The maturity at the technical level has triggered this round of industrial development. This is enough to explain whether it is AGV or various navigation technologies. The future development prospects are still very considerable. "

Driven by the driving market demand and the promotion of various levels of the enterprise, the relevant reports of CIC Burning Consultation show that from 2015 to 2019, the size of China's intelligent logistics equipment market increased from 14.31 billion yuan to 41.98 billion yuan. The growth rate will reach 20.5%, and by 2024, the overall market size will reach 106.76 billion yuan.

Although the scale is large, the domestic market is very "volume". First from competition between enterprises. The prices of some smart devices and services have been declining, and the price of some companies has dropped from 150,000 to 30,000 to 50,000 yuan from a single station 5 years ago. And the sales models of different enterprises are diverse, and the user account period is getting longer and longer.

In addition, the scenarios of domestic markets have also been "rolled".

Ding Xia said: "There is no demand for logistics automation of two factories, so the industrial application scenarios of mobile robots are discrete and non -standard." The demand for industrial logistics in different industries is huge, and the demand for different factories in the same industry is large. Therefore, unlike the standardization of e -commerce storage, it is difficult for industrial logistics AMR to copy between factories. Accumulate in place to go to sea, do not blindly obey

After various domestic volumes, domestic companies first win the market in China.

According to the "Blue Book of Global and China's Intelligent Logistics Equipment Industry" released by CIC Burning Consultation, in around 2016, domestic express logistics intelligent equipment solutions provider began to ship large -scale shipments. Compared with foreign solution providers, domestic manufacturers are low and customized services. Therefore, courier and fast transport companies with high price sensitivity have begun to adopt a large number of domestic manufacturers and abandon foreign manufacturers.

In the country, domestic companies were stabilizing, and domestic companies began to go out of their wrists.

Feng Yanjiao believes that with the maturity of technology and the accumulation of project experience, more than more and more Chinese local intelligent warehousing and industrial logistics solutions have begun to "go out", vigorously develop overseas markets, and use different overseas strategies to improve on the international stage The right to speak and competitive.

Deng Xiaobai said that Blue Fat is an company that went out earlier. Blue Fat may judge overseas strategic ability, payment capacity, and labor costs. Therefore, Blue Fatty has deployed overseas markets first. As of now, Blue Fat Machine Intelligence has layout in North America, Australia, Southeast Asia and other places, serving many overseas companies to serve many overseas companies Essence

Ding Xia also said that the demand for automation of industrial logistics abroad has increased, but foreign supply chain systems and controller vehicles have no domestic strength. Therefore, Xianyuan Intelligence is relatively easy to go to sea, and the standards delivered are relatively simple. As of now, Xianqian Smart Overseas Order has achieved a 10 -fold increase year -on -year.

The key to expanding overseas is technology. With the maturity of computer vision, laser sensor and machine learning, intelligent warehousing and industrial logistics solutions have begun to expand in the direction of "hand, feet, eyes and eyes", so that robots can be applied to more fine and complex scenes, satisfying more flexibility Production needs of production lines. Take the blue fat Doramoma composite mobile collaboration robot as an example. The device gathers multiple sub -units such as AMR, robotic arm, RGBD camera, and Dorahand's dexterous hand to form a universal assistant with "hands and feet" organs, which can be applied to each of various organs. Complex work scenarios such as grasping, transportation, and assembly.

At the same time as technology guarantees product competitiveness, at present, domestic enterprises should focus on the way to go to sea. At present, domestic enterprises have expanded overseas markets through three ways of direct sales, manufacturers' direct sales, manufacturers' relying on channel business resources, and manufacturers' relying on integrated dealer resources. The first method is relatively low, but the single gross profit margin is relatively high; relation.

Sun Zhi, a senior supply chain expert, believes that it is important at the technical and product level, but it is necessary to find out the focus of overseas markets to go to sea. "Many domestic companies just know that overseas markets are broad, but these companies do not know where to start. In the eyes of overseas companies, many Chinese brands are brand new brands. Many companies they cooperate with them are old -fashioned European companies. Or some new companies in the United States. Domestic companies need to know their audiences and markets. From the perspective of products, excessive products will make customers dazzling and may not be able to get the market. You can leave a deep impression on customers. "

Cheng Yangxuan also frankly stated that due to the epidemic, domestic personnel traveled to on -site debugging and subsequent services abroad, which requires certain isolation time, and the cost of travel in disguise in disguise; secondly Sexual enterprises must have a global perspective and have the ability to continue to efficiently allocate resources worldwide, which requires domestic enterprises to gradually overcome.

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