Tentacles dip sword refers to large goods market

“After the listing of China’s major express delivery enterprises, the regional headquarters of leading enterprises have basically completed the automation transformation, and will enter the stage of upgrading the automation level of outlets in the future.” Some industry observers pointed out that there are currently 50,000 to 60,000 express delivery outlets in the country, but no more than 10% have automation equipment. Outlets with more than 40,000 units per day have potential demand for upgrading automation equipment.

As the observer said, with the rising volume of business and labor costs, more and more end outlets are also starting to invest in automatic sorting equipment. In 2020, the average daily collection volume of ZTO Yiwu Xinke branch reached nearly 400,000 pieces. He Hangbin, the head of the branch, said, Three years ago, when 30,000 express items were delivered every day, I already felt that it was difficult.

In order to take the initiative to adapt to the market and industry needs, He Hangbin borrowed 10 million yuan from ZTO headquarters to introduce double-layer automatic sorting equipment, which increased the daily operation capacity of the network to 750,000 pieces. “This automation has increased our performance by three times.” He Hangbin said that 40 small piece sorters can handle three times the amount of pieces in the same time. The depreciation cost of the equipment is fixed every year, and the larger the throughput, the more obvious the scale effect will be, and the lower the cost of a single ticket.

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In addition, with the increase in the online penetration of home appliances and home appliances and the fragmentation of delivery orders to drive less carload and less carload, the combined market size of large parcel express and small parcel express is now close to the small parcel express market, and the high-intensity sorting involved in its business operations has also attracted attention.

Different from small parcel express, large parcel express and small parcel less-load goods have a low degree of standardization, market players are more dispersed, and large-scale operations have not yet been formed. With the further improvement of industry concentration, the demand for fully automated sorting will gradually appear, and the iterative upgrading of large-piece sorting technology will drive the price of equipment to drop significantly. Therefore, the large parcel express and small coupon market will become an important force to promote the development of the intelligent sorting market in the medium and long term.

“At present, the sorting system at the distribution center and network level only meets the needs of small parts sorting business starting from unloading trucks from the perspective of customer application, and the demand for other large parts sorting is equally strong, but is limited by the bottleneck of automatic sorting technology for large parts and has not yet produced explosive growth.” Dema technology expert Bai Zhencheng has publicly said that the application demand of automatic sorting system in the future will develop into subdivisions with the change of customer needs and business patterns, that is, small parts sorting and large parts sorting two categories; At the same time, the automatic sorting system based on traditional conveying and sorting equipment and the flexible sorting system based on intelligent AGV and robot equipment are developing in two directions.