Logistics informatization industry chain panorama and ecological mapping
In the logistics informatization industry, the construction of informatization platforms is in the middle part of the industry chain, and the main sub-products are divided into the construction of information platforms, as well as the supporting software, and the supporting software system integration. The upstream mainly consists of the construction and supply of technical equipment/facilities, which mainly consists of big data, AI industry, and cloud computing industry, as well as intelligent production lines for robots, etc. In addition to this, the supply of infrastructure, such as communication equipment and railroad infrastructure, is also required. The industry's downstream application scenarios are mainly categorized according to transportation infrastructure scenarios and application areas, with road transportation informatization, port logistics informatization, and other scenarios as the main applications:
In China's logistics informatization industry, the upstream technology is built by Huawei, Baidu, Alibaba, and Tencent, and other leading domestic IT and Internet companies to provide services. In the midstream logistics informatization building, KDDI and other enterprises supply related products in the field of information platform. In the downstream application, the supply chain service enterprises led by Yiyatong and Pegasus International also use logistics information technology for their own development.
Logistics informatization industry chain enterprise competition and regional heat map
From the point of view of regional distribution, Shanghai, Guangdong and other places show a certain aggregation effect, in which Guangdong logistics informatization industry enterprises more than 7,000, more than 3,000 in Shanghai, the overall view of the main body of China's logistics informatization industry enterprises are mainly located in the east coast region. In general, the main body of China's logistics informatization industry enterprises are mainly distributed in the eastern coastal region.
From the point of view of enterprise distribution, Beijing, Tianjin and Hebei, Jiangsu, Zhejiang, Shanghai and Guangdong, Hong Kong and Macao region is the main gathering place of logistics informationization leading enterprises, in which China Reserve Development, COSCO Sea Controls and other enterprises gathered in the Beijing-Tianjin-Hebei region, Nanjing Wisdom, NanSoft information in Jiangsu, Zhejiang, and Shanghai region development.
Logistics informatization industrial park regional distribution
From the point of view of regional distribution, China's logistics informatization in 2021, the overall gradient development trend, the regional development of the competitive development, blossoming situation. Among them, the number of logistics informatization industrial parks in Shandong, Jiangsu, Guangdong and Henan exceeds 300, which is the backbone of China's logistics informatization industry development.
Logistics informatization industry chain main enterprise capacity distribution
From the main body of operation, China's logistics informatization industry has formed a state-owned logistics and transportation, and private logistics, e-commerce platform based on the operating system, of which Ocean Shipping, Xiamen Xiangyu and other enterprises in the technological strength and scale of business has a more prominent advantage, Shun Feng Holdings, Jingdong Group and other enterprises also have certain platform advantages.
China's logistics informatization industry, with a certain scale advantage of the platform provider in the market competitiveness and information technology have a certain degree of advantage, of which ocean shipping, Xiamen Xiangyu as the industry leader in the two strengths have a certain advantage over other enterprises, in the market competitiveness of the head of the domestic logistics information technology in the strength of technological research and development strength in the industry have a certain degree of deep-plowing Dividend advantage, in technology research and development strength and revenue scale has a larger volume.
-- For more research and analysis of this industry, please refer to China Logistics Informatization Industry Development Prospect Forecast and Investment Strategy Planning Analysis Report
.