中国供应链数字化行业研究报告：趋势洞见

Investment Rating - The report does not explicitly state an investment rating for the supply chain digitization industry Core Insights - The supply chain digitization industry in China is projected to reach a revenue of approximately 3.6 trillion RMB in 2023, with a year-on-year growth rate of 11.0% [6] - The digitalization of supply chains is essential for enhancing operational efficiency and is increasingly recognized as a key component of national industrial development strategies [6] - The industry is characterized by three main flows: logistics, capital flow, and information flow, with logistics services currently holding the largest market share [6][9][10] Summary by Sections 1. Overview of Supply Chain Digitization - The supply chain is defined as the complete production process from creation to delivery, with digitization focusing on the management of logistics, capital flow, and information flow [4] - The report emphasizes the importance of analyzing supply chain digitization from both internal and external perspectives, as well as the interaction between different flows [4] 2. Industry Development Trends - The revenue from supply chain digitization services is expected to grow at a compound annual growth rate (CAGR) of 14.8% from 2018 to 2023, and 10.0% from 2024 to 2027 [8] - Logistics services accounted for the largest share of the market, while capital flow services showed the highest growth rate at 33.8% in 2023 [8][10] - Information flow services reached a revenue of 3.214 billion RMB in 2023, with a year-on-year growth of 12.6% [13] 3. Outstanding Enterprises Award - The report lists various leading companies in the supply chain digitization space, highlighting their contributions and innovations [15] 4. Leading Insights - The report discusses the varying challenges faced by large chain enterprises and small to medium-sized enterprises (SMEs) in their digital transformation journeys [19][23] - It identifies the need for a collaborative approach involving enterprises, industry alliances, digital service providers, and government departments to drive digital transformation, especially for SMEs [24] - The report also emphasizes the importance of a comprehensive understanding of supply chain dynamics for successful digitalization efforts [39]