From the 1920s, Europe and the United States and other developed countries began to apply automatic sorting technology in a large number of practices, automatic sorting equipment system has become one of the necessary facilities for storage centers, distribution centers and circulation centers in developed countries, and domestic also began to explore and try, to the 1970s, Due to the wide application of computer technology, communication technology and sensor technology and other advanced technologies, the domestic automatic sorting technology has been further developed. Drived by the rapid development of the domestic e-commerce express industry, the current domestic automatic sorting equipment industry has entered a stage of rapid growth.
The explosion of express delivery has boosted the industry's development
From 2011 to 2020, the revenue of China's express delivery industry increased from 75.8 billion yuan to 879.54 billion yuan, with an annual compound growth rate of 31%. From January to April 2021, the total revenue of the express delivery industry in China reached 306.16 billion yuan, up 35.8% year on year. The characteristics of small batch, multi-batch and high frequency of express e-commerce put forward higher requirements on the operation efficiency, accuracy and stability of equipment in logistics warehouse distribution center, which also further promoted the rapid development of logistics automatic sorting equipment industry.
The market size exceeded 20 billion yuan
The blowout development of express packages is the main driving force for the rapid growth of the market demand for automatic sorting equipment. In addition, with the sharp rise in labor costs, it has greatly promoted the rapid development of the automatic sorting industry. In recent years, China's automatic sorting equipment market continues to maintain a high growth trend. It is estimated that in 2020, the market size of China's automatic sorting equipment is about 21.35 billion yuan, with an average annual growth rate of about 29%.
Analysis of enterprise competition pattern
At present, the participating manufacturers in the automatic sorting equipment industry in China can be mainly divided into three categories: international well-known logistics automation equipment enterprises, logistics automation equipment enterprises with research institutes and state-owned enterprises, and private enterprises with technical strength.
In recent years, with the development of domestic enterprises of the accumulation of experience, product equipment manufacturing level enhances unceasingly, compared with advanced foreign technology, equipment, technology gap is gradually narrowing, breakthrough technology innovation, automatic sorting system and equipment operation efficiency, accuracy and stability of enormous development and breakthrough, domestic equipment has gradually become the mainstream.
Business layout of leading enterprises
From the point of view of the business layout of automatic sorting equipment of industry representative enterprises, product categories are relatively rich, mainly including cross-band sorting, slider type sorting, etc. From the perspective of corporate customers, the industrial application market is relatively extensive, which has gradually expanded from the initial express delivery enterprises to manufacturing enterprises, clothing, medicine, tobacco, automobile and other industries.
From the revenue scale of major listed enterprises in the industry, the gap between enterprises is large. With the in-depth promotion of "intelligent manufacturing" in China, as well as the innovation and application of technologies such as the Internet of Things, robotics, artificial intelligence and big data, the development of automatic sorting equipment industry is gradually maturing, and the industry's centralized trend will become more and more obvious.