Rookie, SF, JD Logistics: No "wisdom" is difficult to do?

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With the maturity of automation technology, the intelligent demand of the logistics industry has increased unprecedentedly. From the entry to the warehouse to the warehouse, to the warehousing logistics, the automation technology runs through the entire link. According to data from the AGV/AMR Industry Alliance, in 2021, there are 29 financing in the field of industrial application mobile robots in China, with a total amount of more than 4 billion yuan, of which 38%of 100 million yuan.

Liu Ming, the former general manager of the Amazon Operation Center, said: "The supply chain of the world is in Asia Pacific, and only the Asia -Pacific region can make the best and most reliable logistics robots in the Asia -Pacific region." The most intense competition in the logistics industry, JD.com, SF, Cainiao and other giants have been fighting here for a long time.

The smart logistics war in full swing

As a major link with the deepest intelligence of logistics, warehouses, transportation, and distribution have become the key to the smart logistics layout of large factories. Due to the disappearance of the demographic dividend and the continuous rise in labor costs, the industrial upgrading of the manufacturing industry has promoted the development of intelligent manufacturing. With the continuous spread of the development of machine substitutions, companies such as Jingdong, SF, Cainiao and other companies have increased their warehouses, transportation, and transportation, transportation, The automated investment in the matching stage is to seize the industry under new opportunities.

As early as 2012, Jingdong Logistics began to plan and build "Asia One", and plans to build a large automated intelligent logistics center; since 2015, Cainiao Network has deployed the frontier scientific research of logistics and established its own logistics laboratory. In 2016, a number of logistics robots began to start multiple logistics robots in different scenarios; during the same period, SF's technology input continued to maintain a high level. It was used to lay out the logistics chain into intelligent and digital R & D expenses, with an average annual compound growth rate of 67.1%. The home's competition for smart logistics is greatly invested. The reason is mainly involved in two aspects.

In terms of efficiency, e -commerce has continued to expand the demand for express delivery, and the fragmentation of artificial logistics has become an urgent problem. In recent years, the online retail market has continued to grow. By 2021, the retail sales of the entire network have reached 13.1 trillion yuan, an increase of 130 billion yuan from 2020, an increase of 11.02%year -on -year. The labor cost of adding more than several times, and the advantage of smart logistics is the problem of solving efficiency and cost difficulty, and the logistics giant layout of the logistics robot project is precisely pre -heating in advance for the short -term logistics intelligent track.

From the perspective of the environment, information technology such as the Internet, big data, and cloud computing continues to guide smart logistics and enter a new stage of comprehensive development. Since the start of the country in 2016, the development of the Internet+logistics, the smart logistics model guided by modern scientific information technology has gradually become a new trend in the development of the logistics industry. The improvement of automatic distribution has laid the external foundation.

According to data provided by the Ministry of Industry and Information Technology, in 2021, the operating income of my country's robotics industry has exceeded 130 billion yuan, of which industrial robotics have reached 366,000 units. The high yield of industrial robots means that the demand for automation is continuously expanding. As robots can improve traditional logistics operations, improve efficiency, and reduce costs, the demand for intelligentization in the logistics industry has also increased unprecedentedly. As an important link in logistics, the intelligent layout of the warehouse and transportation stage has gradually become the core competition point between enterprises.

JD.com is steadily fighting

With JD.com's business expansion from 3C categories to full -category strategies such as daily use and fresh department stores, a large number of goods and orders accumulate have made adjustments in logistics construction to adapt to the status quo. According to the official data of JD.com, the proportion of JD logistics employees in 2018 accounted for 46.4%of operating costs, and billions of self -operated orders brought significant scale effects to the rapid increase in labor costs. The curtain, JD.com also opened a comprehensive logistics digitalization.

On the one hand, JD.com has consolidated the "hard power" of the large -scale intelligent warehouse to consolidate the warehousing logistics network. It is understood that at present JD Logistics has formed a warehouse -match logistics network with 43 "Asia One" and about 1,400 warehouses operating nationwide, and thus forms a smart logistics backbone covering the national software and hardware collaboration. network.

In terms of hardware, "Asia One" has advanced equipment such as automated stereo warehouses and automatic sorters. The sorting and processing capacity exceeds 20,000 pieces/hour, and the accuracy of sorting exceeding 99.99%; in terms of software, warehouse management, control, sorting and sorting and The distribution information system and other are developed and owned by JD.com. The entire system is integrated by JD.com. More than 90%of operations have been automated, which has greatly enhanced the ability to distribute the goods at the need in the warehouse distribution stage.

On the other hand, on the basis of the smart warehouse network, JD.com has established a "Tiandi Wolf-Three-dimensional mobile robot cargo to human system", forming a closed loop of logistics intelligence, which greatly promotes the cost-lowering efficiency of JD logistics. As a member of the JD Logistics Intelligent Robot Family, the Tiandi Wolf System developed by JD team was fully rolled out in the Asian warehouse No. 1, and it solved the problem of from "looking for goods" to "goods and finding people" from the inside.

It is understood that the heaven and earth wolf system has both storage and flexible handling functions, which can realize high-density stereo storage of 3-20 meters. It has the characteristics of high flexibility, high flexibility and high reliability. It is the first three-dimensional mobile robot in China. It not only breaks through the restrictions of traditional mobile robots that can only walk in two -dimensional space, but also can walk according to the scheduling instructions to realize the stand -alone and shelves of multiple spaces at the same time, and build a closed loop of logistics intelligence through high -intensity coordination work. The combination of smart warehouse and the heavenly wolf system has greatly promoted the improvement of JD.com's smart logistics capabilities during the warehousing stage. According to official data, the operations of the Tiandi Wolf system have saved the area of ​​JD.com's storage area of ​​more than 10,000 square meters, the selection efficiency has increased by 80%, the effectiveness of the operation has increased by 230%, and the accuracy of picking is increased to 99.99%. It can be seen that the changes brought about by smart logistics.

Rookie moves to self -developed

Different from the strong strength of JD.com in infrastructure, Cainiao's smart warehouse construction and matching power have always been pain points. Since the establishment of the rookie, every time the shopping festival has the problem of express delays due to logistics, it is often voiced by consumers. In the face of the large number of SKUs, large differences in product volume, waste space for storage space, and difficulties in storage robot cooperation difficulties A series of market challenges brought by a series of e -commerce environment.

In order to alleviate the reserves and operating pressures of the warehouse, Cainiao chose to cooperate with AMR manufacturers to make up for the shortcomings of the smart warehouse with its own computing power advantage to accelerate the pace of its layout of smart logistics.

First, Cainiao uses its own computing power technology to work together to achieve a fast -moving position to achieve fully automatic applications into the logistics storage long chain, creating a relatively complete smart logistics system for itself. It is understood that, as the world's leading AMR manufacturer, Kuaipang has jointly created a smart warehouse with Cainiao Network since 2021, so that the accuracy rate of the M60 handling robot will reach 99.99%under the total number of SKU, which helps Cainiao, helping Cainiao The completion of more than 1,000 AGV multi -car collaborative work in smart warehouses.

Second, in order to solve the problem of fully automated logistics construction caused by large loads, Cainiao began to use technical self -research and seek a new way of fighting barriers for heavy objects. Although the Kuai Warehouse System is very efficient, only the sorting of small and medium -sized goods at this stage. The sorting link of heavy goods still requires rookie to arrange manpower cooperation. Therefore, in July 2022, rookie was fully developed and in the field of warehousing automation. The four -way shuttle of the tray was launched.

The four -way shuttle of the tray integrates the advantages of AGV. By superimposed the advanced scheduling capacity of Ali algorithm, it breaks through the barriers of heavy objects. According to the official content, the four -way shuttles of the pallet use the mechanical top -up mechanism, which breaks through the maximum load of 1500kg transportation level, which can be deployed more flexible in various types of volume and various types of warehouses. The automation process that can "pick up".

From the joint fast -moving to the self -developed shuttle, with the support of the Ali algorithm, the rookie gradually consolidates its logistics ability. At present, the rookie's self -developed shuttle shuttle is just the beginning. In the future, with the formation of industry intelligent logistics trends, the action rookie may do more in the future.

SF Reinforcement River

Unlike e -commerce giants entering the smart logistics industry, SF, which sent express delivery, puts its core focus on the technology of independent mobile robots. According to the release of the global authoritative market research institution Interact Analysis, the "global mobile robot market in the field of warehousing and logistics in 2025 is nearly 10 billion U.S. dollars, of which the shipment of mobile robots applied to the third -party logistics industry is expected to exceed 150,000 units, with compound annual growth rate The rate is as high as 101.3%. "

According to the official data of SF, the total revenue of SF 2021 was 207.2 billion yuan. Although the total revenue and net profit were crushed in Jingdong and Cainiao, it was prepared late in AMR technology. Later than the e -commerce department, SF launched a series of measures.

On the one hand, in order to reduce human investment and improve warehousing efficiency, SF has adopted a strategic layout of "smart+express". First, based on algorithm recognition and data distribution logic, SF's automatic sorting system can identify the destination of the product in advance, and then accurately sort it. Its peak capacity can reach 150,000 pieces/hour, which effectively alleviates its peak logistics season The sorting pressure achieves the maximum cost reduction and efficiency.

Second, in order to consolidate the leading position of its logistics industry, SF has continued to improve in drone logistics distribution technology and continuously supplement the gap in drone distribution. The Fengyi ARK40 drone launched in May 2022 has a monument in terms of carrying capacity, speed and safety. At the same time, it provides a new solution for the emergency delivery of the same city. Based on the above -mentioned role, SF's unique aviation logistics network will continue SF's reputation and deepen the leading advantage of SF Aviation Intelligent Logistics in the industry.

On the other hand, based on his shortcomings in AMR technology, SF frequently co -produced with industry giants to make up for shortcomings. In 2021, SF and AMR leaders were extremely wise to announce a comprehensive upgrade of the strategy. At present, close cooperation has been launched in multiple areas, including the smart warehouse in Guangzhou and Shanghai. , Combine the high -level automation technology with the high level of high level with SF's logistics chain.

However, continuously penetrating the digital ecology and intelligent upgrade of the logistics chain is far more than that. In 2022, SF's supply chain once again joined hands with Haikang Robot to jointly build a fully automated warehouse of tens of thousands of square meters, and invested in multiple latent robots and omnidirectional fork robots in a smart warehouse. In short, relying on these actions, SF is building its own smart logistics solution and industry protection based on his own ability circle. summary

Looking at the future, the widespread application of logistics robots will make the storage of the warehouse to the greatest extent. By saving labor costs to improve operating efficiency, it will become a new opportunity for the intelligent transformation of the logistics industry. Development will definitely play an important role in people's future life.

With the development of the economy, more intelligent robots will be applied to the logistics chain in the future. The continuous integration of the digital intelligence and the logistics industry is undergoing profound changes to the logistics industry. From the current point of view, warehouse transportation with three stages of smart logistics is gradually being improved. In the future, more comprehensive logistics intelligence or is expected to become a new focus of industry reform.

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