雄安新区专题研究：基础设施完善，市场空间广阔，雄安新区智慧物流发展未来可期

Investment Rating - The investment rating for the industry is "Positive" [4] Core Insights - Xiong'an New Area has a well-developed digital infrastructure that supports the growth of the smart logistics industry, including advanced technologies such as AI, big data, and cloud computing [1][10] - The logistics and urban infrastructure in Xiong'an is advanced and complete, facilitating the development of smart logistics through systems like underground tunnels and autonomous delivery vehicles [2][12] - The region is strategically positioned near major consumption markets, with strong demand for industrial logistics and e-commerce, providing a solid foundation for high-end smart logistics development [3][50] Summary by Sections 1. Development of Smart Logistics Industry - Xiong'an is focusing on building a modern logistics system, integrating smart logistics with advanced technologies to enhance efficiency and reduce costs [6][8] 2. Smart Logistics System - The smart logistics industry chain is tightly interconnected, involving hardware, software, and end-users, with a focus on automation and efficiency [14][15] 3. E-commerce and Manufacturing Growth - The e-commerce market in China is projected to grow from 34.81 trillion yuan in 2019 to 50.43 trillion yuan by 2024, driving demand for logistics services [19][20] - The manufacturing sector's value added increased from 27.5 trillion yuan in 2019 to 39.9 trillion yuan in 2023, further expanding logistics demand [26][27] 4. Industry Competition - The smart logistics industry is characterized by low concentration and intense competition, with a significant increase in registered companies from 0.71 million in 2019 to 2.79 million in 2023 [37][38] 5. Technological Advancements - New technologies such as IoT, big data, and AI are driving the transformation of the logistics industry, enhancing information sharing and operational efficiency [40][41] 6. Investment Recommendations - Given the robust digital infrastructure and supportive policies in Xiong'an, there are promising investment opportunities in the smart logistics sector [50]