Evaluation of over 2 billion U.S. dollars to complete a new round of financing: Capital accelerates the head of logistics technology at the head?

Capital's eagerness to logistics robots is still the same.

On August 8th, Jizhijia announced that it has recently completed a new round of financing of US $ 100 million. It was jointly funded by Intel Capital, Xiangfeng Growth Fund and Qingyue Capital.

Since its establishment, Jizhijia has completed a total of 9 rounds of financing, and has also set a record of 200 million US dollars in the C round. "Daily Economic News" reporter noticed that before this round of financing, on June 11 last year, the Beijing Securities Regulatory Bureau disclosed that Jizhijia has signed a listing counseling agreement with CICC, and it is listed on the listing board.

Today, logistics robots, as logistics technology tracks, have the largest number of innovative product industries, and are the first areas of scale effects. They have always been favored by capital. There are many star institutions such as today's capital, Sequoia and other star institutions. There are also many head star companies want to break through the IPO.

The impact of normalization of the epidemic, the old system of the industry's severe dependence on manpower, the vulnerability and high risk presented in the face of a sudden crisis, make the logistics digital, intelligent product hardware, and system software become most enterprises warehousing operations The must -have in the link, headed by the top company, also obviously showed a double trend.

SF supply chain and Jizhi Jia reached a strategic cooperation picture source: Jizhijia official public account

The injection of capital has accelerated the development of the logistics robot track, and the maturity and large -scale commercialization of related products in the past two years have also showed that the industry has ushered in the first round of capital harvest. It is worth noting that logistics technology has gone back to reason after the cooling period of investment and financing, but now, the continuous expansion of the amount of financing in the industry has become a new feature. Behind this, the industry has accelerated its head -of -headed concentration, and the track is as a whole. Important symbols of staged inflection points.

Logistics robot "accelerate" overseas markets become the focus of competition

The latest performance figures released with financing news are also released.

Data show that Jizhijia's sales order in 2021 exceeded 2 billion yuan and revenue exceeded 1 billion yuan. In 2022, Jizhijia ushered in a new round of business growth. In the first half of the year, Jizhijia's order volume doubled year -on -year. It is expected that the annual annual growth rate of this year's annual performance is 100%annual. The reporter noticed that at the end of June 2021, the number of autonomous mobile robots sold by Jizhijia in the world has reached 20,000 units, which has doubled compared to 10,000 units two years ago.

Public data shows that there are also Haikangwei Robot and Kuai Wharma who delivered more than 10,000 units, and the total market share of the three has exceeded 70%. The reporter noticed that on December 31, 2021, Hai Kangwei also announced that in order to further expand the company's innovative business financing channels, the company's board of directors authorized the company to operate the initial preparations of the spin -off of Hikannia robot to the domestic listing. In the "2021 Global Unicorn List" released by Hu Runbaifu, the valuation of fast positions also exceeds $ 1 billion.

Whether it is the capital action or the actual business level, the head players have come to the initial door of the large -scale commercial landing. Zheng Yong, the founder and CEO of Jizhijia, said: "After the rapid growth of business scale in the past few years, the company has begun to move towards the successful stage of profitable commercial sustainable development."

According to his summary, on the one hand, due to the strong outbreak of the intelligent market of logistics, on the other hand, it came from the global business strategy. Zheng Yong also revealed in an interview with reporters that Geizga's overseas business and domestic business accounted for 60%and 40%, respectively. Intel Capital, the leader of this round of financing, is also seeing the modernization of Jizhijia's global smart logistics infrastructure.

At the end of July, Jizhijia's new British headquarters was officially unveiled and opened to deepen the global layout intention. "Daily Economic News" reporter noticed that the main purpose of Jizhijia's new round of financing, accelerating the global market expansion has also been advanced in technology research and development and product innovation.

In fact, domestic logistics mobile robotics market homogeneity is relatively serious, and the "price war" also occurs from time to time. This has caused low gross profit of related products and projects, and the problem of profitability is prominent. Overseas markets have always been valued by players in the track. Actively expanding overseas markets is also one of the important breakthroughs in business growth and profitability for companies such as Kuaishukang and Hai Rou Innovation.

In addition, the huge overseas market increase is also very attractive. The latest report of the global market research institution Interact Analysis shows that the shipments of logistics robots used in the world for logistics and warehousing and manufacturing have turned 2.5 times between 2019 and 2021. It is expected that the market compound growth rate of shipments in 2020-2025 will reach 78.7%.

Overseas markets will inevitably become the focus of competition in domestic warehousing and logistics robot companies. Companies that take the lead in winning overseas markets will also become the first players to lead the next stage.

How long does it take to accelerate capital to gather logistics technology scale and profit turning point?

The tide of capital, the investment and financing of logistics technology has also gone through the stage of dense period, calm period, etc., and gradually returned to rationality. However, since 2021, the logistics technology track has ushered in warming, but the more important feature is that although the overall size Like a large number, the amount of investment in the industry has increased significantly, and the company that has obtained financing has gradually formed a head focus, followed by a larger expansion. Capital and scale ushered in two -way interaction. In this context, the logistics technology industry may also be expected to break through the inflection point and usher in a new round of accelerated development.

Liu Dacheng, deputy dean and director of the Logistics Industry Research Center of the Internet Industry Research Institute of Tsinghua University, said in an interview with the reporter of "Daily Economic News" that the development of domestic warehousing and logistics mobile robots, to a certain extent, benefited from the prosperity of e -commerce express delivery to a certain extent. In particular, the super energy efficiency ratio and efficiency ratio brought by intelligent warehousing; another reason is that the logistics industry is increasingly paying attention to the accurate matching of supply and demand. "The application of digitalization, AI, cloud computing and other technologies in the technology level of logistics, in addition, there are technological systems such as the Internet of Things, industrial Internet, blockchain and other technology systems gradually penetrated in the logistics field. From perception to the final implementation of decision -making, the support of digital technology and the integration of the entire technical system, throughout, running through, everywhere. "Liu Dacheng explained the characteristics of logistics technology at the application level.

For the research and development and application of robotics technology, and the cycle of the scale exploration of vertical robots in a more professional field, Liu Dacheng believes that it is ten years in the logistics industry.

"The humanoid robot, Bezos (founder of Amazon) determined by the CEO of Musk (Amazon) moved closer to the related products of the Boston Power (well -known American engineering and robot design company) through warehousing robots. With the actual effect of the final landing, it is proven to the outside world that the maturity and scale application of robotics technology products will be realized quickly. "He added.

The unique domestic e -commerce, logistics, and manufacturing industries have become a new round of fertile soil in logistics technology, and the capital is followed. These are the basic conditions and important signs of the scale and profit turning point of the trail.

From the growth process of domestic robotics technology, it may be judged that in the next few years, my country's logistics industry model trends and capital flow will usher in a major change. Technology innovative products will continue to prosper. Mature application models such as robots and automation technology will also accelerate. Taking this as an opportunity, my country's logistics industry also has the logic of new development and evolution. At the same time, it has reshaped the new value system: with logistics technology as the core, the construction of digital supply chain capabilities will become an important guarantee for Chinese logistics companies to win global competition. Essence

Daily Economic News

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