【行业深度】一文洞察2025年中国智能物流系统行业发展前景及投资趋势研究报告

Industry Overview - The intelligent logistics system (ILS) integrates advanced technologies such as IoT, big data, AI, and automation to achieve intelligent management and optimization of the entire logistics process [3] - The core goal of ILS is to enhance efficiency, reduce costs, and improve service reliability, driving the logistics industry towards automation, digitalization, and sustainability [3] Current Market Status - In 2024, the market size of China's intelligent logistics system industry is projected to be approximately 1,278.5 billion yuan, representing a year-on-year growth of 17.65% [2] - The industry is characterized by three main features: accelerated technology integration, expansion of application scenarios, and market segmentation [2] Key Features - Technology integration is accelerating with deep penetration of IoT, big data, and AI, exemplified by JD Logistics' dynamic path optimization technology reducing transportation costs and SF Express using blockchain for cold chain traceability [2] - Application scenarios are expanding from e-commerce warehousing to manufacturing, pharmaceuticals, and cross-border logistics, such as the 30% efficiency improvement in warehousing for TBEA by Tianjin International [2] - The market structure is becoming differentiated, with leading companies leveraging technological barriers and ecosystem layouts, while smaller firms focus on niche markets for differentiation [2] Industry Development Stages - The intelligent logistics system industry has evolved through three stages: mechanization (1970s to late 1990s), automation (early 2000s to mid-2010s), and intelligentization (mid-2010s to present) [6][7] - The current intelligentization phase is driven by explosive growth in e-commerce, increasing demands for timeliness and accuracy, and the maturity of AI, big data, and IoT technologies [7] Industry Chain - The upstream of the intelligent logistics system industry includes hardware devices and software technologies, while the midstream consists of system integrators, and the downstream applications span transportation, warehousing, postal services, e-commerce, and industrial sectors [9] Cost and Efficiency Insights - In 2024, China's total social logistics expenditure is expected to reach 19.0 trillion yuan, with a year-on-year growth of 4.40%, indicating a structural contradiction between efficiency and cost in traditional logistics models [11][12] - Intelligent logistics systems can reshape the industry landscape by optimizing transportation networks, replacing manual labor with automation, and utilizing digital twin technology to enhance inventory turnover rates [12]