The next step in Chinese manufacturing: make the supply chain smarter

01

What did we learn

Churchill said, don't waste a crisis.

Today, e -commerce that Chinese people are accustomed to it started in a crisis -SARS in 2003.

The offline retail was paused, and the e -commerce and express delivery running in 1999 entered the market.

In ten years, Chinese online consumption later surpassed the United States.

It is not just a business model, but it has completely changed the lives of Chinese people, and some of them reshape China's economy and ecology.

In 2020, when the new crowns attacked the world, more than half of the world's countries announced varying degrees of suspension, home, and social isolation measures, and the whole world slowed down.

We originally thought that the biggest change this time may be the advent of the online office era -ZOOM, Nailing, Flying Book, Tencent Conference, etc. From January 29 to February 6, Tencent expanded 100,000 units in 8 days.

However, large -scale online office does not make work more efficient, but people are more and more look forward to workplace office.

The biggest impact began in Shanghai in March 2022. When this key node on China and the global industrial chain was pressed for a pause, we suddenly found:

The strong economic system is so fragile in the face of the epidemic. It was just Shanghai's stop, but the operation of the entire "world factory" slowed down.

In April, the Shanghai GDP fell more than 60%. The production of more than a dozen cities in the large and long triangle was severely affected, and fiscal revenue declined sharply. Nanjing even shocked 54.9%of the "cut".

Due to the division of labor systems of modern large industries, the stopping of Shanghai also affected the far -reappeared scene of Shanghai, such as the factory on the entire industrial chain.

However, in addition to the automobile industry, the nine headquarters of China's 10 major automobile parts manufacturers, in Shanghai, with the rich industrial chain and the balance of industrial layout, the impact of other industries should not be so great.

At that moment, we found that our huge manufacturing capabilities upstream and downstream matching was not as strong as we imagined.

At this time, the Vietnamese storm was scraped at this time, one side was the roar of the Chinese factory machine, and the other side was Vietnamese orders ranked until the second half of this year.

In the context of the "decoupling" of the Chinese and American industries, in the strong sense of crisis of the temporary stall of China's economy, such a cold and one heat brought a strong time to the Chinese people.

What exactly do we keep keeping China's pace of chasing the United States?

The three -year epidemic gives an important experience in the Chinese economy: In the uncertain era, the toughness of the overall industrial chain is the basis of economic stability. How is this toughness established?

It was also from that moment that we began to think carefully. What is the key point of China's industry upgrade?

02

The next step in Chinese manufacturing: make the supply chain smarter

Under static, we found that the industrial Internet seems to have faintly formed in China.

During the epidemic, the construction of the squares hospital requires a large number of related equipment such as isolation houses. These are basically unused materials, and the demand is tight, the requirements are high, and the supply time is accurate to the sky or even the hour.

In the past, don't think about it in a few weeks.

In the end, JD.com's smart supply chain came in handy. From the choice of suppliers to the source, for example, what are the most important companies that can produce quality and guarantee, to performance, delivery, warehousing, and distribution, and a one -stop fast and precise matching has been completed.

Since April 2020, the Shanghai Convention and Exhibition Center, Huangpu Binjiang, World Expo and other square cabin hospitals, JD.com has delivered nearly one million beds, wardrobes and other supplies. Materials.

A logistics e -commerce company assumed the task of organizing production in the epidemic.

The times are very different. In 1962, IBM established the first Internet ticketing system to use personal PC, server, telephone line, and credit card. Today, JD.com ’s digital intelligent supply chain uses smartphones, clouds, 5G and mobile finance.

Also, it is the technical consciousness of its long -term enterprise that has been engaged in supply chain services.

Whenever he seriously thinks about the comparative advantages of China's participation in the world economy today, the most obvious thing is that these two:

First, after forty years of accumulation, the huge manufacturing industry that has been saved in the system is not backward;

Second, the post -development advantage of the era of the Internet and digital technology.

Whether it is the background of the great era of competition, or the economy may face a long -term ups and downs, it is reminding us to ensure that these two advantages are essential to China.

This is even written into a series of official Chinese documents.

"Promote the deep integration of the Internet, big data, artificial intelligence and the real economy." See the report of the 19th National Congress of the Communist Party of China in October 2017.

"Promote the deep integration of the digital economy and the real economy, and create a digital industry cluster with international competitiveness."

And our opponents are also starting from these two points to try to eliminate China's advantages.

First -hand, accelerate the decoupling of the industrial chain with China; second -hand to ensure that mid -to -high -end manufacturing returns to its country.

The adverse globalization and the Shanghai epidemic objectively accelerated this trend.

What China can do immediately, consolidate and amplify China's existing advantages is to make China make and make the entire industry chain smarter.

In the past, we arranged procurement and production in units of the year, month, or quarters. The more black swans, the higher the efficient allocation of our resources and the flexibility of the industrial chain. Nuzhi supply chain is the answer to this challenge.

03

The most secure road

China has 39 large categories, 191, and 525 small categories of the Global Industrial Industry Category Category. Its output value exceeds the sum of the output value of manufacturing in the United States, Germany, and Japan. 1.0 to 4.0 low and high -end.

Not to mention Vietnam, even Japan and Germany, it is difficult to copy such a system.

However, it is also one of the methods to make such a complicated system more upper level, in addition to industrial upgrading and technological innovation, improving the efficiency of industrial chain operation, and improving the accurate matching of resources and production capacity.

In fact, before the digital technology revolution, industrial developed countries did the same.

Taking the United States as an example, the US manufacturing output value accounted for less than 11.6%in GDP, and the service industry was as high as 80%, but half of the US service industry served the real economy directly.

Their combination is the real capital of the United States.

In the game of great powers, Chinese people have seen more attention to hard technology or mid -to -high -end manufacturing such as chips, lithography machines, and large aircraft, instead of paying less attention to serving the manufacturing industry. In fact, they are more direct industrial accelerators.

This is the direction of the promotion of the supply chain to China in the Great Era to the industry line.

In the epidemic, the digitalization of the circulation system is only a small test, and just finds new demand, and the new supply capacity is shining.

It is no wonder that high -level seniors have proposed at the eighth meeting of the Central Finance and Economics Committee that "we must coordinate the promotion of the hardware and software construction of the modern circulation system, and the development of new and new technologies and new formats and new formats."

In fact, JD.com has determined the goal of digital supply chain many years ago.

Its core concept is industrial connection, digital wisdom innovation and ecological integration. Through the construction of digital supply chain, enterprises can optimize the efficiency from the overall industry chain and drive the fusion of digital with digital wisdom. Digital transformation.

Today, this set of supply chain capabilities is decoupled, forming 7 major business scenarios that include infrastructure, as well as the full links including infrastructure, and covering countless procurement, collaborative research and development, intelligent manufacturing, global links, value services, and supply chain integration.

◆ First, large -scale full -link efficiency management.

At present, Jingdong Management exceeds 10 million SKUs. It has hundreds of front warehouses in dozens of countries around the world and serves 580 million consumers. It has achieved the world's leading 30.2 days of inventory weeks, which is the world's leading level.

All this is the self -developed artificial intelligence decision -making system. Through the operation of the cloud simulation supply chain, the accurate prediction and intelligent decision -making in the uncertain scene of supply and demand can be reached 85%. Greatly solve the situation of empty cars, short positions, and air.

Moreover, this set has been replicated in different industrial chains and application scenarios. At present, BAIC's cloud service is used to open up and integrate the basic resources of the group, realize that all resources can be flexibly deployed on the unified platform, realize the supply chain integration, and accurately control the production process to the extreme.

◆ Second, the production of production through business reverse production can reduce unpopular capacity and make production more efficient.

Not long ago, a new energy garden machinery company named Greebo launched a new brand of "one core", successfully transferred to the domestic market, and quickly received 50,000 orders. Few people know that it is still focusing on foreign trade two years ago, and the market in the European and American grass cutting machines occupies a 27%share, which is the invisible champion of the global new energy garden machinery industry.

At the beginning of the epidemic, the company had faced the huge pressure of rising raw materials and the price of sea transportation, and the logistics cost of only increased by 6 times. The epidemic has made this 13 -year -old export company that has to turn to China.

At a critical moment, the Zhonglou District of Changzhou City launched a "super virtual factory" for manufacturing companies in the park to help Greeberg solve the problem.

The 5G+AI manufacturing cloud platform created by JD Cloud, Zhiyun Tianshu, and Changzhou Mobile by JD Cloud, Zhiyun Tianong, and Changzhou Mobile can find market demand for consumer big data with the help of "super virtual factories" and open up the domestic market through new brands. At the same time, through the "Super Virtual Factory", more than 600 manufacturing companies are connected to maximize the allocation of resource allocation, and the supply chain problem is also solved on the platform.

Greebo's case is the typical model of SMEs through the efficiency of the overall industrial chain, to play its own advantages and successful development on the longer industrial chain. This kind of wisdom supply chain model in various aspects of production, circulation, and service is also becoming a trend of digital transformation in the industry.

◆ Third, the establishment of digital infrastructure construction is systematized, digitalization will start from the source of the industry, and the full chain match.

For example, the intelligent manufacturing industrial park created by Hebi uses JD orders and foreign trade orders as traction, and collects intellectual manufacturing companies around 3C electronic products and other terminal products to achieve cluster development. At present, Temple Intelligent Manufacturing Industrial Park has been put into operation, and in 2021, the output value was 167 million yuan, and the cumulative increased export value of Hebi exceeded 1.7 billion yuan.

There is also the exploration of the revitalization of economic and rural areas in Siyang County, Jiangsu Province.

Siyang has 5260 e -commerce companies and 12,000 online stores. In order to further build high -quality e -commerce and improve brand efficiency, Jingdongyun opens the capacity "Seven major engines serve local e -commerce public service platforms, and are committed to building tens of billions of county e -commerce industries. The launch of the "Sixian" e -commerce brand will help Siyang County's characteristic industries to develop and grow. If the manufacturing industry is the foundation of China's participation in the competition, the intelligent supply chain is the infrastructure that strengthens this foundation.

What should China's future industry look like?

The Internet starts from the raw material stage, and the entire production and circulation links through the entire production and circulation links, using the Internet of Things, machine perspectives, cloud computing and other technologies to get through the blocking points to achieve accurate matching of people, warehouses, cars, and cargo in full -link. , Multi -type transport and other methods to minimize logistics costs.

Therefore, in the middle and low -end industries to accelerate to leave China, we must make China's industry upgrade faster to cope with more difficult challenges in the future.

In 2000, GM, Ford, and Chrysler jointly built COVISINT, the world's first industrial Internet platform. Its initial imagination was to create a network infrastructure that allows all manufacturers, suppliers, partners, and stakeholders to share with related enterprises.

Twenty years have passed, and it only completes the purchase, payment, logistics ... the integration of the procurement, payment, logistics ... between several major car companies and upstream and downstream, is limited to the automotive industry chain.

However, today, Chinese companies have gone further.

Living printing is derived from China, but the modern publishing, education revolution and China missed;

Gario medicine originated in China, but the modern military changes caused by the firearms revolution and China missed China;

The banknotes and ticket numbers originated in China, but the financial system of modern banking also missed the early China;

Internet technology is not born in China.

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