Investment Rating - The report does not provide a specific investment rating for the logistics cloud industry Core Insights - The logistics cloud industry is experiencing rapid growth driven by digital transformation, increased e-commerce demand, and technological innovations. The market size is expected to grow significantly in the coming years, with a compound annual growth rate (CAGR) of 41.82% from 2024 to 2028, reaching approximately 156.79 billion RMB by 2028 [28][29][30] Industry Definition - Logistics cloud services are a new logistics service model based on cloud computing technology, integrating vast amounts of orders and logistics resources through a cloud service platform to optimize logistics transactions and improve efficiency [7][8] Industry Classification - The logistics cloud industry can be classified based on operational models, including transportation cloud, distribution cloud, procurement cloud, multimodal transport cloud, warehousing cloud, and logistics service and design planning cloud [8] Industry Characteristics - The industry is characterized by a high enthusiasm for cloud adoption among logistics companies, increasing market concentration, and stable market growth. The demand for integrated solutions is rising as logistics companies establish digital transformation departments [9][10][11] Development History - The logistics cloud industry has gone through three stages: the embryonic stage, the initiation stage, and the rapid development stage, with significant advancements in technology and strategic partnerships among major players [12][13] Industry Chain Analysis - The logistics cloud industry chain consists of upstream chip and infrastructure suppliers, midstream cloud service providers, and downstream logistics companies that utilize cloud services to enhance efficiency and reduce costs [14][15][16] Market Size and Growth - The logistics cloud market size grew from 2.309 billion RMB in 2019 to 23.435 billion RMB in 2023, with a CAGR of 78.50%. It is projected to reach 156.787 billion RMB by 2028 [28][29][30] Policy Support - Government policies play a crucial role in supporting the logistics cloud industry, promoting digital transformation and infrastructure upgrades, which create a favorable environment for market growth [29][30] Competitive Landscape - The logistics cloud market is characterized by a few dominant players, with a high concentration rate (CR4 = 81%). Major companies include Alibaba Cloud, Tencent Cloud, and Huawei Cloud, which are investing heavily in technology and innovation to meet the growing demand for smart logistics solutions [46][47][48]
物流云：构建全球化供应链的数字引擎 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-10-12 11:39