研判2025！中国自动化立体仓库行业发展历程、产业链、发展现状、竞争格局和发展趋势分析：电商需求驱动，我国自动化立体仓库建设驶入快车道[图]

Core Viewpoint - The rapid development of e-commerce and fast-moving consumer goods has led to increasing demands for product delivery, making traditional warehousing methods inadequate. The emergence of automated storage and retrieval systems (AS/RS) addresses these shortcomings, offering space-saving and efficiency-enhancing advantages that attract numerous enterprises [1][14]. Industry Overview - Automated storage and retrieval systems (AS/RS) integrate multiple technologies, including mechanical, electrical, and computer systems, to create modern warehousing solutions. These systems utilize high-rise shelving for storage and computer management for operations, significantly improving warehouse efficiency [2]. - The construction of automated storage warehouses in China has accelerated, increasing from 6,000 in 2019 to over 11,000 by 2024, indicating robust growth in the logistics and warehousing sector [1][14]. - Compared to developed countries, China has significant growth potential in automated storage systems, with the current holdings in the U.S., Japan, and Germany being over 20,000, 38,000, and over 10,000 respectively [1][14]. Industry Chain - The upstream of the automated storage industry includes hardware suppliers (shelving, sorting machines, forklifts, etc.) and software providers (WMS, WCS systems) that meet market demands. The midstream consists of companies integrating these systems into complete warehousing solutions, while the downstream encompasses various application sectors, including e-commerce and traditional retail [8]. Market Trends - The WMS market in China is projected to grow from 2.67 billion yuan in 2019 to 7.58 billion yuan by 2024, with a compound annual growth rate of 23.21% [10]. - The area of automated storage warehouses in China is expected to increase from 34.5 million square meters in 2020 to 45 million square meters by 2024, reflecting a compound annual growth rate of 6.9% [16]. Competitive Landscape - The automated storage industry is becoming increasingly competitive, with major manufacturers dominating the market. Companies such as Beijing North Self Technology Development Co., Ltd., Suzhou Delite Intelligent Logistics Technology Co., Ltd., and Nanjing Yinfly Storage Equipment Group Co., Ltd. are key players [18][19]. Development Trends - Technological innovation is driving industry upgrades, with advancements in AI, IoT, cloud computing, and big data enhancing the intelligence and efficiency of automated storage systems [23]. - Flexible design is becoming essential to meet diverse customer needs, allowing for modular and scalable systems that can adapt to various product characteristics and order types [24]. - The trend towards micro-layouts is emerging to improve delivery efficiency, with automated systems being implemented in urban centers to reduce delivery times and costs [25].