Intelligent storage cost reduction and efficiency advantages obvious market space more than 100 billion scale

Logistics is an important infrastructure for national economic development, in recent years, the total amount of domestic logistics has steadily improved, but the efficiency of China's logistics is far lower than the international level, the bank believes that the current stage of warehousing logistics automation is the key breakthrough to improve logistics efficiency. According to Jingdong Logistics Research Institute data, at present, the penetration rate of intelligent equipment in the domestic warehousing industry is not high, and there are still about 49.17% of enterprises that do not use warehousing logistics automation equipment. According to the statistics of the first Bao Research Institute, the size of China's intelligent warehousing market in 2021 is 114.6 billion yuan, taking into account the continuous deepening of intelligent technology and the scale of the logistics industry and the rising demand for cost reduction and efficiency of warehousing, it is expected that the size of China's intelligent warehousing logistics market will be about 135.7 billion yuan in 2022 and 266.5 billion yuan in 2026. In terms of competition pattern, due to the late start of domestic intelligent warehousing logistics, domestic industry manufacturers are small, showing a "small and scattered" competition pattern, so domestic manufacturers are expected to benefit from the industry's high β effect to open high-quality growth.