近年来,在《中国制造2025》战略的推动下,我国智能制造发展势头强劲,行业头部企业先行实现了从传统制造向智能制造的转型升级,越来越多的制造企业开始向智能制造稳步迈进。接下来,在国家 “新基建”全面启动,“十四五”远景目标——2035年,基本实现社会主义现代化等积极影响之下,智能制造势必将更加迅猛发展。作为智能制造发展的核心之一,物流装备产业的发展至关重要,物流装备业该如何抓住智能制造的新风口,乘风前行,十分值得思考。对此,我们采访了国内物流系统集成龙头企业——北自所(北京)科技发展有限公司(简称“北自科技”)副总经理陈传军,请他分享了智能制造给物流装备业发展带来的机遇与挑战,以及物流装备企业发展的相关思考。
I n recent years, driven by the "made in China 2025" strategy, China's intelligent manufacturing has a strong momentum of development. The leading enterprises in the industry have first realized the transformation and upgrading from traditional manufacturing to intelligent manufacturing, and more and more manufacturing enterprises have begun to steadily move forward to intelligent manufacturing. Next, under the positive influence of the comprehensive launch of the national "new infrastructure" and the long-term goal of the 14th five year plan, namely, basically realizing socialist modernization in 2035, intelligent manufacturing will surely develop more rapidly. As one of the core of the development of intelligent manufacturing, the development of logistics equipment industry is very important. It is worth thinking about how to seize the new wind of intelligent manufacturing and move forward. In this regard, we interviewed Chen Chuanjun, deputy general manager of Beizi Institute (Beijing) Technology Development Co., Ltd. (hereinafter referred to as "Beizi technology"), a leading domestic logistics system integration enterprise, and asked him to share the opportunities and challenges brought by intelligent manufacturing to the development of logistics equipment industry, as well as the relevant thinking on the development of logistics equipment enterprises.
Reporter: would you please introduce the development of Beizi technology in recent years, especially what achievements it has made in the manufacturing industry?
陈传军:北自科技是北京机械工业自动化研究所有限公司(简称“北自所”)的控股子公司,于2018年由北自所原物流技术工程事业部转制而成,旨在推动智能物流行业加速发展。
Chen Chuanjun: Beizi technology is a holding subsidiary of Beijing Machinery Industry Automation Research Institute Co., Ltd. (hereinafter referred to as "Beizi"), which was transformed from the original logistics technology engineering division of Beizi in 2018, aiming at accelerating the development of intelligent logistics industry.
近年来,在智能制造的大力发展以及物流行业高歌猛进的大形势下,越来越多的制造企业和实体企业选择了携手北自科技,以智能制造为契机上线智能物流项目或自动化生产线。除了化纤、玻纤行业业务的持续增长以外,北自科技在食品、饮料、酒水、医药、冷链、家居、重型机械、汽车等行业也取得了重要突破,市场业绩实现了线性增长,2018年全年新增合同额超13亿元;2019年全年新增合同额超15亿元;2020年全年新增合同额超20亿元。
In recent years, with the rapid development of intelligent manufacturing and the rapid development of logistics industry, more and more manufacturing enterprises and entity enterprises choose to join hands with Beizi technology to launch intelligent logistics projects or automatic production lines. In addition to the continuous growth of business in chemical fiber and glass fiber industries, Beizi technology has also made important breakthroughs in food, beverage, beverage, medicine, cold chain, home furnishing, heavy machinery, automobile and other industries, and achieved a linear growth in market performance. In 2018, the annual new contract value exceeded 1.3 billion yuan; in 2019, the annual new contract value exceeded 1.5 billion yuan; in 2020, the annual new contract value exceeded 2 billion yuan.
So far, Beizi technology has successfully completed more than 800 automated logistics system projects. Its business chain covers the whole logistics industry from production-oriented logistics, distribution oriented logistics to large-scale logistics distribution center, providing a comprehensive solution integrating automation, informatization and intelligence, covering a series of links such as processing, handling, packaging, warehousing and distribution.
Reporter: please analyze what kind of development environment China's logistics equipment industry is facing and what major development opportunities exist?
陈传军:从制造企业生存发展的角度来看,智能制造势在必行,物流装备的应用已经成为了刚需。近年来,我国人口红利逐步消失,基层劳动力缺口不断加大;土地成本逐年升高,发展智能制造已然成为了制造企业持续生存发展的刚需条件,2020年新冠肺炎疫情的突发,更是让我国制造业企业有了更为深刻的认识,智能制造的实现不仅能帮助企业抛弃落后产能,摆脱传统作业对效率提升的限制,更能极大降低企业生产制造受类似疫情这种突发事件的影响。物流装备作为智能制造的重要组成部分,其市场需求规模正在加速扩大。
Chen Chuanjun: from the perspective of the survival and development of manufacturing enterprises, intelligent manufacturing is imperative, and the application of logistics equipment has become a rigid demand. In recent years, novel coronavirus pneumonia has gradually disappeared, and the gap between the grass-roots labor force has been increasing. The land cost has increased year by year. The development of intelligent manufacturing has become a rigid requirement for the sustainable development of manufacturing enterprises. The outbreak of the new crown pneumonia in 2020 has made our manufacturing enterprises more aware of that, and the realization of intelligent manufacturing can not only help enterprises to abandon backward production capacity. Getting rid of the limitation of traditional operation on efficiency improvement can greatly reduce the impact of emergencies such as epidemic situation. Logistics equipment as an important part of intelligent manufacturing, its market demand scale is accelerating.
从国家扶持产业的角度来看,我国物流装备业发展已经得到了高度重视。近几年,国务院及各部委陆续发布了多项政策,明确物流装备细分行业属于高端装备制造产业,为物流装备行业发展提供有力的政策支持。
From the perspective of national support industry, the development of China's logistics equipment industry has been highly valued. In recent years, the State Council and various ministries and commissions have successively issued a number of policies to make it clear that the logistics equipment segmentation industry belongs to high-end equipment manufacturing industry, and provide strong policy support for the development of logistics equipment industry.
New infrastructure" brings huge market opportunities. With the national "new infrastructure" in 2020, the industrial supply chain and logistics are bound to develop intelligently. The traditional logistics operation mode can not support the "China speed" at all, and the demand for intelligent logistics is further expanding.
Reporter: from the perspective of subdivided fields, which industries do you think the demand for logistics system upgrading and optimization is highlighted?
陈传军:各个行业都有物流升级优化的需求,从仓储自动化延伸到产线乃至整个工厂物流系统的自动化、智能化升级。我主要从北自科技重点关注的行业领域来分析。
Chen Chuanjun: all industries have the demand of logistics upgrading and optimization, from warehouse automation to the automation and intelligent upgrading of production line and even the whole factory logistics system. I mainly focus on the industry areas of Beizi science and technology.
食品、饮料、医药等行业对自动化物流系统需求明显增长。随着我国居民生活水平的提升,越来越多的人追求健康美好生活,众多千亿级的食品、饮料、医药行业企业正在着手规划建设大健康产业园,比如,蒙牛、伊利,这也是这些行业主要的市场需求增长点。
The demand of food, beverage, medicine and other industries for automated logistics system has increased significantly. With the improvement of the living standards of Chinese residents, more and more people are pursuing a healthy and better life. Many 100 billion level food, beverage and pharmaceutical enterprises are planning to build big health industrial parks, such as Mengniu and Yili, which are also the main market demand growth points of these industries.
电子制造行业十分值得关注。随着中美科技战的进行,电子制造业的发展颇受重视,成为了国家重点攻克方向,尤其是在芯片制造方面,国家更是给予了大力支持,行业企业也十分重视制造水平的提升,智能物流装备定会大有可为。北自科技已经在这一领域有了成熟的项目经验,例如,为中国信息产业领军企业——中科曙光提供了智能物流解决方案。
Electronic manufacturing industry is very worthy of attention. With the development of science and technology war between China and the United States, the development of electronic manufacturing industry has been attached great importance, and has become the key direction of the state. Especially in the aspect of chip manufacturing, the state has given strong support, and the industry enterprises also attach great importance to the improvement of manufacturing level, so the intelligent logistics equipment will be promising. Beizi technology has mature project experience in this field. For example, it has provided intelligent logistics solutions for China Science and technology dawn, a leading enterprise in China's information industry.
能源行业需求即将凸显。2020年9月,中国向世界宣布了2030年前实现碳达峰、2060年前实现碳中和的目标。随着“十四五”开始执行碳中和目标,风能、光伏等新能源行业将迅猛发展,围绕这些行业的物流需求也会逐步凸显。
The demand of energy industry is about to highlight. In September 2020, China announced to the world the goal of achieving carbon peak by 2030 and carbon neutral by 2060. With the implementation of carbon neutral target in the 14th five year plan, wind energy, photovoltaic and other new energy industries will develop rapidly, and the logistics demand around these industries will gradually highlight.
此外,十分值得关注的是冷链方面。随着人民对食品安全重视程度的提升,以及生鲜行业的快速发展,冷链行业对于物流装备的需求本就增长明显,加上低温环境影响作业人员身体健康,新冠肺炎疫情期间又出现了冻品包装感染作业人员的现象,全自动冷链物流系统能够帮助企业实现增效降本的目的,能够最大程度保证产品和人员安全,未来也会有很大的发展。北自科技在冷链物流行业有明显优势,2020年新增了数亿元合同额。
In addition, the cold chain is of great concern. The novel coronavirus pneumonia has been increasing rapidly in the cold chain industry. With the rapid development of the fresh food industry, the demand for logistics equipment has increased significantly. In addition, the low temperature environment has affected the health of the workers. During the new crown pneumonia outbreak, there appeared a phenomenon of frozen packaging workers infected with the work. The automatic cold chain logistics system can help enterprises to achieve the goal of increasing efficiency and reducing the cost. It can ensure the safety of products and personnel to the greatest extent, and will have great development in the future. Beizi technology has obvious advantages in the cold chain logistics industry, with hundreds of millions of new contracts in 2020.
记者:近几年,制造行业企业对物流装备的需求正在发生哪些明显变化?物流装备企业该如何应对?
Reporter: in recent years, what obvious changes are taking place in the demand of manufacturing enterprises for logistics equipment? How to deal with logistics equipment enterprises?
陈传军:需求场景越来越丰富。以前制造行业企业更加偏重生产线物料配送方面的物流装备应用,而如今从原材料、生产、成品到出库的全链条需求更加明显。对于一些大型制造企业倾向于以智能工厂为目标来规划物流系统,一些中小型企业则更倾向于分步实施,稳步实现智能物流。
Chen Chuanjun: there are more and more demand scenarios. In the past, manufacturing enterprises paid more attention to the application of logistics equipment in production line material distribution, but now the whole chain demand from raw materials, production, finished products to delivery is more obvious. For some large manufacturing enterprises, they tend to plan the logistics system with the goal of intelligent factory, while for some small and medium-sized enterprises, they prefer to implement it step by step and realize the intelligent logistics steadily.
更加注重智能化、数字化水平。行业企业十分重视物流设备的智能化水平,以为更好地替代传统作业模式,实现降本增效;同时也更加关注数字化,尤其是对于数据采集、整理、分析等,来更好地支持企业运作,企业已经把数据看作了重要资产之一。
More attention should be paid to the level of intelligence and digitization. Industry enterprises attach great importance to the intelligent level of logistics equipment, in order to better replace the traditional operation mode, to achieve cost reduction and efficiency; at the same time, they also pay more attention to digitization, especially for data collection, collation, analysis, etc., to better support enterprise operation. Enterprises have regarded data as one of the important assets.
更加看重绿色低碳。企业在智能物流建设过程中开始将绿色低碳进行重点考虑。比如,物流设备上的电机要选择能耗等级满足国家要求甚至高于国家要求的。特别是在冷链方面,如何通过工艺技术使物流装备实现低能耗是企业比较关注的方面。
Pay more attention to green and low carbon. In the process of intelligent logistics construction, enterprises begin to focus on green and low-carbon. For example, the motor on the logistics equipment should choose the one whose energy consumption level meets or even exceeds the national requirements. Especially in the aspect of cold chain, how to realize low energy consumption of logistics equipment through process technology is the focus of enterprises.
对于物流装备企业来说,我们应该扎根行业,深入了解客户需求变化,例如,针对客户应用场景提供解决方案,做定制化的专机设备研发、生产,帮助客户实现智能化要求;不断提升软件服务能力,通过软件和算法方面的提升来更好地服务企业。
For logistics equipment enterprises, we should take root in the industry and deeply understand the changes of customers' needs. For example, we should provide solutions for customers' application scenarios, develop and produce customized special aircraft equipment, and help customers realize their intelligent requirements. We should constantly improve software service capabilities and better serve enterprises through the improvement of software and algorithms.
陈传军:我认为,从我国物流装备产业发展存在以下几点明显变化:
Chen Chuanjun: in my opinion, there are the following obvious changes in the development of China's logistics equipment industry:
一是,产业发展已经进入了“优胜劣汰”阶段,国营企业、大企业或者说是领头企业发展势头强劲,企业规模不断扩大;民营企业,尤其是民营小企业开始萎靡不振,部分企业做了几个项目之后,并未得到客户的认可,陷入生存困境。
First, the industrial development has entered the "survival of the fittest" stage, state-owned enterprises, large enterprises or leading enterprises have a strong momentum of development, and the scale of enterprises has been expanding; private enterprises, especially small private enterprises, have begun to be depressed, and some enterprises have not been recognized by customers after doing several projects, so they are in a survival dilemma.
二是,中国物流装备企业已经崛起。随着中国物流装备制造水平的不断提升,目前中国物流装备已经能够满足国内企业需求,很多方面能够达到甚至已经超越进口水平,例如,我们的控制系统已达到了发达国家水平。与外资物流装备企业相比,中国物流装备企业已经具备了技术过硬的产品,高性价比,稳定的性能,高质、高效的服务水平,成为了行业企业的最佳选择。尤其是疫情期间,进口产品和原材料的供货不稳定还可能会影响企业项目的顺利进行,中国物流装备企业稳定的供应能力优势更加明显。
Second, China's logistics equipment enterprises have risen. With the continuous improvement of China's logistics equipment manufacturing level, at present, China's logistics equipment has been able to meet the needs of domestic enterprises, and many aspects can reach or even exceed the import level. For example, our control system has reached the level of developed countries. Compared with foreign-funded logistics equipment enterprises, China's logistics equipment enterprises have become the best choice for enterprises in the industry with excellent technology products, high cost performance, stable performance, high quality and efficient service level. Especially during the epidemic period, the unstable supply of imported products and raw materials may also affect the smooth progress of enterprise projects, and the stable supply capacity advantage of China's logistics equipment enterprises is more obvious.
三是,行业企业纷纷暂缓国外市场拓展,以国内市场拓展为主。受到疫情影响,国际市场不稳定因素较多,中国物流装备企业在国外发展阻力较大,例如,团队人员很难到现场,有些需求通过远程调试难以解决,不少项目已搁置,一些原本发力国际市场的企业也开始谨慎对待,加上国内市场需求旺盛,多数企业将精力放在国内市场。
Third, the industry enterprises have postponed the development of foreign markets, focusing on domestic market development. Affected by the epidemic, there are many unstable factors in the international market. Chinese logistics equipment enterprises have great resistance to development abroad. For example, it is difficult for team members to arrive at the scene, some demands are difficult to solve through remote debugging, many projects have been shelved, and some enterprises that originally made efforts in the international market have begun to treat them with caution. Coupled with the strong demand in the domestic market, most enterprises put their energy on the domestic market The market.
陈传军:北自科技的良好发展与我们深厚的底蕴分不开,值得分享的经验包括以下几个方面:
Chen Chuanjun: the good development of Beizi's science and technology is inseparable from our profound foundation. The experiences worth sharing include the following aspects:
以市场为龙头。我们深入贯彻“全员市场”的思想,“全员市场”并非“全员销售”,是指我们所有的员工都积极向客户展示北自科技“交付美好”的企业文化和发展理念。
Take the market as the leader. We deeply implement the idea of "all staff market", which is not "all staff sales". It means that all our employees actively show our customers the corporate culture and development concept of "delivering beauty" of Beizi technology.
以需求为导向,以产品为抓手。深入了解客户需求,针对实际需求进行产品研发与生产,而并非是先研发产品再做市场推广。
Demand oriented, product oriented. In depth understanding of customer needs, according to the actual needs of product development and production, rather than the first product development and marketing.
深耕垂直行业,把行业做深做细。围绕“交付美好”理念,我们深耕垂直行业,把每一个细分行业做深之后,客户也就会越来越多。
Deeply cultivate the vertical industry, and make the industry deep and detailed. Focusing on the concept of "delivering the beautiful", we deeply cultivate the vertical industry, and after deepening each sub industry, there will be more and more customers.
"People oriented" management of enterprises. All graduate students of Beijing self science and Technology Co., Ltd. cultivate their qualifications, and Beijing self science and Technology Co., Ltd. adheres to the mode of "helping and leading" to cultivate their own employees, which not only maintains the high-quality team of Beijing self science and Technology Co., Ltd., but also ensures our technology inheritance. Beizi science and technology is a national "double hundred action" mixed reform enterprise, which has officially completed the share reform. All the core backbones are the owners of the enterprise, which has a great incentive for employees. Personnel unity is also the key to ensure the development of the enterprise. Only by working together can we do a good job in the enterprise.
未来,我们将不断迎合市场需求去做调整,除了原有优势行业的持续深耕之外,也会积极向石化等行业进行业务链拓展;围绕客户需求做好每一个解决方案;针对市场与客户需求深入进行产品与技术创新,持续保持产品、软件、控制系统的先进性;同时,为了保障我们的产能,进一步提升产品质量,给客户企业提供更高质量的产品与服务,我们已经全资收购了一家设备加工企业,实现了物流装备生产与制造的自主可控。我们将坚持“交付美好”,继续把北自科技做强做大。
In the future, we will continue to cater to the market demand and make adjustments. Besides the continuous deepening of the advanced industries, we will actively expand the business chain to petrochemical industries, and do well in every solution around the needs of customers. We should further carry out product and technological innovation in view of the needs of the market and customers, and keep the advanced nature of products, software and control systems. We have acquired a wholly-owned equipment processing enterprise, realizing the independent and controllable production and manufacturing of logistics equipment. We will persist in "delivering beauty" and continue to make Beizi technology stronger and bigger.
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