2025中国供应链金融科技行业蓝皮书

Investment Rating - The report does not explicitly state an investment rating for the supply chain finance technology industry Core Insights - The supply chain finance industry is defined as a set of financing and payment solutions that optimize payment cycles and improve working capital efficiency for suppliers and buyers by leveraging the credit of core enterprises [11][13] - The total basic assets of enterprises in China's supply chain are projected to grow from 75.9 trillion RMB in 2020 to 107.6 trillion RMB by 2024, with a compound annual growth rate (CAGR) of 9.1% [14] - The supply chain finance market's asset balance is expected to increase from 25.2 trillion RMB in 2020 to 41.8 trillion RMB in 2024, reflecting a CAGR of 13.5% [17] - The market size based on transaction volume is anticipated to rise from 55.8 trillion RMB in 2020 to 81.3 trillion RMB in 2024, with a CAGR of 9.9% [20] - The report highlights the significant role of AI technology in enhancing operational efficiency and risk management within the supply chain finance sector [18][31] Summary by Sections Overview of Supply Chain Finance Industry - Supply chain finance integrates information flows, logistics, and capital flows among core enterprises and their suppliers, enabling financial institutions to manage risks effectively and provide flexible financing options [11][13] Market Size and Growth - The total basic assets in China's supply chain are projected to reach 140.8 trillion RMB by 2029, with a CAGR of 5.5% from 2024 to 2029 [14] - The supply chain finance market's asset balance is expected to reach 62.9 trillion RMB by 2029, with a CAGR of 8.5% from 2024 to 2029 [17] Funding Sources in Supply Chain Finance - The report indicates that the market size based on transaction volume will grow significantly, with various funding sources contributing to this expansion [20][22] Development Trends - The report outlines several trends, including the promotion of treasury supply chain finance, the development of scenario finance, and the technological empowerment of supply chain finance products [27][28] Challenges and Opportunities - The report discusses the challenges faced by small and micro enterprises in accessing financing, highlighting the need for improved credit evaluation and financing solutions [34][35]