Machinery and equipment industry: Intelligent Logistics depth series II of the report

Logistics industry change coming. From the point of view of logistics process, regardless of production processes or marketing aspects of logistics are facing change. In the context of industrial 4.0, intelligent logistics industry is one of the three themes 4.0; in the context of large-scale development of the electricity supplier, electricity supplier sales logistics is reflected in productivity, as well as the logistics more requirements: timeliness More high end more, higher business standards, lower cost.

Logistics automation needs urgent. The rapid growth of the logistics industry, total logistics nearly seven years CAGR of 16%, fixed asset investment of nearly 14 years, the compound growth rate of 20%. At the same time, China's logistics costs are high, for 14 years total social logistics costs reach 10.6 trillion, and GDP ratio of 16.6%, the US GDP, logistics costs account for only 8.2% of the global average of 11.7%.

From the investment recovery cycle, with the progress of labor costs, land costs and increase logistics technology, logistics and equipment costs, logistics center investment 3--5 years to recover costs.

Foreign investment in the logistics system remained relatively rapid growth. Foreign logistics systems technology continues to progress, from automation to information technology to unmanned distribution center, as technology advances, demand continues to be inspired by. Currently, the top 20 global logistics systems integrator focused on Europe, the United States and Japan.

The rapid development of the domestic market intelligent logistics system. Logistics system includes the logistics of construction projects by the warehouse, transportation, sorting, transport, software, and project planning, integrated hardware and software systems. In 2015 the market size of 600 billion yuan, nearly ten years to maintain growth rate of around 20%. Among them, the automated sorting system is expected growth rate of over 35%. From the permeability, the domestic smart logistic system average penetration rate of around 20%, while electricity supplier courier industry penetration of less than 20%. The best investment stage of growth of the industry is its stage of penetration from 10% to 50% growth.

Intelligent electricity supplier courier logistics usher one hundred billion market. We will be divided into electricity supplier platform classes electricity supplier, electricity supplier brand type, vertical type electric providers and third-party logistics service providers to analyze the scale of investment in the electricity business logistics system, the next 3--5 years of market space more than 30 billion yuan; courier under the electricity supplier to promote the rapid growth of service Forced capital intervention has become an important driving force for the future of express logistics system investments, it is expected to 3--5 years of market space more than 40 billion yuan.

Logistics system in our country is in the early stages of development, a huge market space, now is the domestic manufacturers overcome technical bottlenecks, the accumulation of the project experience from simple equipment to the system as a whole logistics solutions provider upgrade period. Many listed companies actively involved in distribution logistics industry,