资本视角下中国智慧物流产业链的发展路径研究

Research on the Development Path of China’s Intelligent Logistics Industry from the Perspective of Capital

物流是国民经济的基础产业,对实体经济运行的效率和质量发挥着重要作用。随着人工智能、物联网、区块链、大数据和无人驾驶等新兴科技的日渐成熟,叠加资本力量的助推,智慧物流产业蓬勃发展。本文从资本视角出发研究智慧物流产业,发现以下三大趋势:一是我国物流产业从依靠模式创新的规模集约阶段,走向依靠大数据、人工智能和自动化等科技创新实现降本增效提质的智慧物流阶段;二是高毛利物流领域率先通过规模集约走上资本化道路后,投入重金加大智慧科技的研发和应用以巩固自身的核心竞争优势,从而走上智慧物流之路;三是在一些按传统模式无法获得明显市场竞争优势从而导致市场分散的领域,创业企业通过使用智慧科技手段扩大客户范围、改变成本结构、提升运营效率和服务体验,从而拉开与传统竞争对手的差距,最终实现规模效应。

Logistics is a fundamental industry of the national economy,which plays a important role in the efficiency and quality of the operation of the real economy.With the development of new technologies such as artificial intelligence,Internet of Things,block chains,big data and autopilot,and the boost of superim-posed capital forces,intelligent logistics is speeding up to us.From the Perspective of Capital,this paper studies the intelligent logistics industry and finds three main trends:First,the logistics Industry in Chi-na are moving from the scale-intensive stage relying on mode innovation to the intelligent logistics stage re-lying on technological innovation such as big data,artificial intelligence and automation to achieve cost reduction and efficiency improvement.Second,the high gross profit logistics field takes the lead in capi-talization road through an intensive scale.These companies then invested heavily in the R&D and application of smart technology to consolidate its core competitive advantage.They thus embarked on the road of intelli-gent logistics.Third,in some areas where the market is dispersed for the lack of obvious market competitive advantage according to the traditional model,entrepreneurs use smart technology means to expand customers,to change the cost structure,to improve operational efficiency and service experience.As a result,they gradually widen the competition gap with traditional competitors to achieve scale effect.