“送装拆收”一体化：安得智联构建家电物流绿色闭环

Core Insights - The "Two New" policy in China has significantly boosted the sales of consumer goods, particularly home appliances, with a total sales volume of 1.1 trillion yuan driven by the old-for-new replacement program [1] - The reverse logistics service capabilities of logistics companies are being tested and enhanced due to the increased demand for the recycling and processing of old appliances [1][3] Group 1: Market Dynamics - The old-for-new policy has led to the sale of 7.76 million units of 12 categories of home appliances, with 49.86 million consumers participating in the program [1] - The logistics supply chain is facing higher and more complex demands due to the promotion of consumption upgrades and green circular economy initiatives [3] Group 2: Company Operations - AnDe ZhiLian has established a nationwide recycling network, providing comprehensive reverse logistics services for brands like Midea, including collection, transportation, and compliant dismantling of old appliances [4] - The company has facilitated the recovery and compliant dismantling of 4.6 million units of old appliances through various channels, including over 8,500 old-for-new events planned for 2024 [4] Group 3: Technological Integration - AnDe ZhiLian utilizes digital and intelligent systems to enhance service quality and reduce delivery costs, ensuring a seamless integration of logistics processes [8] - The company has developed a proprietary system for real-time visibility and anomaly alerts during the logistics process, improving operational efficiency [9] Group 4: Environmental Commitment - The reverse logistics market in China accounts for approximately 20% of the total logistics market, presenting growth opportunities for logistics companies [9] - AnDe ZhiLian is committed to low-carbon development and has integrated green logistics practices into its operations, ensuring compliance and resource recycling [18][20] Group 5: Future Outlook - The company aims to further embed smart and green initiatives into its supply chain services, focusing on manufacturing, distribution, and retail logistics [18][20] - AnDe ZhiLian is positioned as a pioneer in smart green logistics, collaborating with industry partners to promote sustainable development and contribute to national carbon neutrality goals [20]