The hottest express automated sorting equipment ma

2022-10-19
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The express automated sorting equipment market is "windy"

in the next five years, we should deeply tap the connotation and extension of the express economy, cultivate and expand related industries and supporting services. At the national postal administration teleconference held at the beginning of the year, Ma Junsheng, director of the state post administration, put forward the new goals for the development of the postal express industry in the next five years

in fact, the rapid development of China's express delivery industry in recent years has led to the vigorous development of the intelligent logistics equipment industry. In the past six months, dema technology landed on the science and technology innovation board, Zhongke micro to impact the IPO, and Suzhou Jinfeng received 100 million yuan of financing. Automated sorting equipment manufacturers began to enter and become active in the capital market

experts in the industry see that it has been used in industry, and there is no need to say the reason why automated sorting is hot. On the one hand, the industry characteristics of large business volume and scattered business sources make the efficient sorting center a necessary choice to improve the efficiency and accuracy of operations; On the other hand, the competition among express delivery enterprises is intensifying, and the average unit price of express delivery is gradually declining. The establishment of automatic sorting center has become an important way for enterprises to control costs

sweat sorting turns to intelligent sorting

on the whole, the large-scale application of automatic sorting equipment has greatly improved the operation efficiency of express delivery enterprises. Take the Guangdong Zengcheng transfer center of Shentong express as an example. In 2020, it introduced new automatic sorting equipment such as three-layer cross belt, swing arm and telescopic machine. The maximum daily processing capacity is expected to reach 10million pieces, and the production capacity has increased by 50%; The aggregate capacity was 460000 units/hour, an increase of 1100%

the automatic sorting equipment of Yuantong transfer center is independently developed by its Yuanzhi automation company. Over the past three years, nearly 200 automatic lines have been built in more than 60 express transfer centers. In the Chengdu transfer center, the 4-layer automatic sorting equipment independently developed by Yuanzhi automation company was put into use before the double 11 last year, and the average daily express handling volume is twice that of the original site. According to Yang Jun, head of Yuantong's Sichuan Provincial operation management department, after the automation equipment is put online, the operator only needs to place the express on the conveyor belt with the front side up on the package supply desk. The express sheet is automatically scanned and encoded, and under the transportation of the pallet, it automatically falls into the slots on both sides of the conveyor belt according to the corresponding codes. With the same inbound volume, 5-6 hours of operation time can be saved after the equipment is online, and the per capita efficiency can reach 1500 pieces/person during the peak business season

how obvious is the comparison? Perhaps only those who have witnessed it know better. In the summer of 2015, walking into the Beijing Distribution Center of an express company, dozens of sorters surrounded the assembly line. Sweating, they picked up the express in turn, quickly checked the waybill information, and then marked the waybill with a big pen to determine the next stop of the express by experience. In 2018, when we entered the company's distribution center again, the world had changed, the express volume doubled, the bulk money disappeared, and the sorters were reduced by more than half. The reason is that advanced automatic sorting equipment has replaced the traditional manual sorting line, and sweat sorting is changing to intelligent sorting

it is noteworthy that express enterprises spare no effort to promote automatic sorting, which is not only related to the operation efficiency, but also related to the operating cost. Guotai Junan Securities transportation team believes that the future express leader is the most extreme and leading enterprise in cost efficiency. Especially for franchise express delivery enterprises, whether they can reasonably, efficiently and flexibly arrange transportation and transit is directly related to the profitability of express delivery enterprises. Before 2016, all express delivery enterprises were in the stage of network construction. The larger the single volume, the lower the cost of single piece distribution; After 2016, the number of express orders has reached a certain scale, and the decline in manual operation efficiency in peak seasons has become more prominent. At this stage, the company that took the lead in deploying automatic sorting equipment has significantly reduced the cost of single ticket distribution

assets are used on the cutting edge. Yunda is one of the express delivery enterprises with the largest investment in automatic sorting equipment. It has less investment in land and houses with a long return period, but more investment in automation that can quickly reduce the cost of Pu insulation materials in the short term than EPS and XPS materials. From 2017 to 2019 alone, the total investment of Yunda exceeded 2billion yuan. This has also helped its single piece sorting cost decline year by year, and achieved cost minimization and profit maximization in the high-speed growth stage. In terms of cost control and refined management, Zhongtong, which has the lowest single piece cost in recent years, has more say. The average sorting cost of Zhongtong single piece decreased from 0.39 yuan in 2017 to 0.34 yuan in 2019. The decrease of a few cents per order created considerable profit space in the face of huge scale effect. Behind the continuous decline of distribution costs, automation application and reasonable employment have become magic weapons. According to the data, as of the first half of 2020, a total of 282 sets of large/small pieces of automatic sorting equipment have been put into use in zhongtongquan. Compared with 265 sets at the end of 2019, the automation level has been further significantly improved

new outlets for capital competition

with the acceleration of the construction, reconstruction and expansion of distribution centers of express enterprises, the proportion of semi-automatic and automatic sorting equipment has increased steadily. Data show that in 2019, China's express industry has built more than 5000 kilometers of automated assembly lines, which is equivalent to the total mileage of China's subway. Thanks to the vigorous development of upstream e-commerce and express industry and the huge market demand of manufacturing industry, China's automatic sorting equipment market has maintained a high-speed growth trend

according to iResearch consulting data, China's automated logistics equipment market in 2019 was about 144 billion yuan, with an annual growth rate of about 24.1%, of which the automated sorting equipment market was about 16.55 billion yuan, with an annual growth rate of about 22.8%. Although the growth rate of the market slowed down in 2019, slightly lower than the growth rate of the overall automated logistics equipment, since 2012, the compound growth rate of the mobile sorting equipment market in recent seven years has reached 29.2%, significantly higher than the industry growth rate of 26.7%. The automation penetration rate of express logistics equipment in China is only 20%, far lower than the level of 80% in developed countries. Five years ago, the express industry required full mechanization, informatization and appropriate automation. Now, it is necessary to prepare for full automation, which also means that a huge market space will be released. Xiang Feng, vice president of Yuantong express, once said

under such a development prospect, local governments and capital markets also pay more and more attention to the sorting equipment industry. Nanling County, Anhui Province, as the only national express scientific and technological innovation experimental base in China, with the strong support of the national post office, has built the express logistics intelligent equipment as the first industry, realizing the progress from scratch, initial scale to rapid development. It has successively signed strategic cooperation agreements with the Institute of microelectronics of the Chinese Academy of Sciences and leading enterprises in the industry such as SF, three links and one da. High quality industrial chain projects such as Shibei, Xingneng, Hengyun, Jiuli and Aiai have been launched one after another, gathering more than 40 upstream and downstream enterprises, with a total investment of more than 7billion yuan

in the past year, automated sorting equipment manufacturers have also been sought after in the capital market

in June 2020, dema technology officially landed on the scientific innovation board, becoming the first share of logistics equipment of the scientific innovation board; In November, Suzhou Jinfeng completed a c-round strategic financing of more than 100 million yuan, involving many well-known investment institutions such as Yuanhe Zhongyuan, Guofa venture capital, Zhidao capital and Mingchuan capital. In November, the issuance and listing documents of China Science and technology micro to science and technology innovation board were accepted, which is also another intelligent logistics equipment enterprise seeking listing after dema technology

it is worth noting that Zhongke Weizhi is a typical representative of the rapid rise of express automatic sorting equipment. Founded in 2016, zhongkewei was incubated by the Institute of microelectronics, Chinese Academy of Sciences. After entering the field of express delivery, some testing institutions did not consider the temperature requirements of the mechanics room, and then deeply cooperated with Zhongtong express. According to the prospectus, from January to September 2017, 2018, 2019 and 2020, the revenue from the sales of zhongkewei to Zhongtong express accounted for 100%, 98.18%, 73.97% and 54.94% of the current main business revenue respectively, all higher than 50%. According to the disclosure, at present, Zhongke micro has covered major domestic express, logistics and e-commerce enterprises such as Zhongtong, SF, Baishi, Shentong, Jitu, Yunda, China Post, Suning, Debang, vipshop, and has delivered 300 sets of intelligent logistics sorting systems in total

tentacle sinking sword refers to the bulky market

after the listing of China's major express delivery enterprises, the regional headquarters of leading enterprises have basically completed the automation transformation, and will enter the stage of improving the level of automation in the future. An industry observer pointed out that at present, there are 50000 or 60000 express delivery points in the country, but no more than 10% of them have automatic equipment. There is a potential demand for upgrading automation equipment at points with an average of more than 40000 pieces per day

as the observer said, with the increasing volume of business and labor costs, more and more end points have also begun to be put into automatic sorting equipment. In 2020, the average daily revenue of Zhongtong Yiwu new branch reached nearly 400000 pieces. Hehangbin, the person in charge of the site, said: three years ago, when 30000 express mails were sent every day, he felt very difficult. He didn't expect that they would develop so fast later

in order to actively adapt to the market and industry needs, he hangbin borrowed 10million yuan from the headquarters of China Unicom to introduce double-layer automatic sorting equipment, raising the daily operation capacity of single order to 750000 pieces at one stroke. This automatic equipment has tripled our efficiency. He hangbin said that 40 small piece sorters can operate three times the quantity of pieces at the same time. The annual depreciation cost of equipment is fixed. The larger the throughput is, the more obvious the scale effect will be, and the lower the cost of a single ticket

in addition, with the increase of online penetration of home appliances and household appliances and the fragmentation of distribution orders driving the less than carload and less than carload tickets, the total market size of large parcel express and small ticket and less than carload is now close to the small parcel express market, and the high-intensity sorting involved in its business operations has also attracted attention

unlike small express delivery, large express delivery and small LCL goods have a low degree of standardization, and the market players are relatively dispersed, and large-scale operations have not yet been formed. With the further improvement of industry concentration, the demand for fully automated sorting will gradually appear, and the iterative upgrading of large piece sorting technology will drive the price of equipment to drop significantly. Therefore, large express delivery and small ticket and less than carload market will become an important force to promote the development of intelligent sorting market in the medium and long term

from the perspective of customer application, the current sorting system at the distribution center and point level only meets the needs of small parcel sorting business starting from unloading. Other requirements such as large parcel sorting are also strong, but due to the bottleneck of large parcel automatic sorting technology, it has not yet produced explosive growth. Bai Zhencheng, a dema technology expert, once said publicly that the amplitude is 1233. In the future, the application demand of the automatic sorting system will develop into sub areas with the change of customer demand and business form, namely, small piece sorting and large piece sorting; At the same time, it will develop in two directions: automatic sorting system based on traditional conveying and sorting equipment and flexible sorting system based on Intelligent AGV and robot equipment

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