Concept:
Supply chain refers to the flow of raw materials, parts, equipment, products, services and funds in the industrial chain.
Digitalization of supply chain refers to: simulating activities in the supply chain through information with lower marginal cost, using the advantages of digital "copy, link, simulation and feedback", implementing supply chain management in a digital way, improving transparency in the supply chain, realizing advanced planning ability, improving short chain efficiency in the supply chain and realizing digital collaboration in the long chain.
The main scenario of supply chain digitization is the digitization of information flow, capital flow and logistics activities in the supply chain.
Research object:
The main roles of promoting supply chain digitalization are as follows: ① core enterprises in the industrial chain; ② Payment and financial service providers; ③ Logistics service provider; ④ Technical service providers, four types of participants carry out different forms of supply chain digital upgrading modes based on the original business basis; In this process, supply chain digitization has injected new growth momentum into these participants.
Abstract
The world has entered the era of supply chain competition, and China's position in the international production pattern has improved. With the continuous changes in the global economic environment, trade pattern and Chuang Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) , it has entered a new era of diversified and high-quality development of supply chain. Regardless of enterprises, regions or countries, the construction and upgrading of supply chain system can enable competitors to effectively use more resources and continuously improve unit capacity, So as to maintain a leading position.
The process of China's industrial revolution has intersected with the world's development track, and its position in the international production pattern has been significantly improved. In the future, it will face the challenge of information and intelligence.
The development of digital intelligence technology is the cornerstone of the growing maturity of enterprise management tools and enterprise management ideas. The digitization process of the demand side is rapid, and the pressure on the traditional supply chain has increased significantly. All node enterprises in the supply chain must rely on the support of emerging technologies and the empowerment of the supply chain platform to gradually realize the informatization, digitization and visualization of the supply chain, so as to further promote China's supply side structural reform, To achieve a complete digital economy matching supply and demand. Under Metcalfe's law, with the development and extension of digital supply network in the future, its value will increase exponentially and bring huge benefits to enterprises and industries.
Technology development trend: the future digital supply chain is the complete digital twin of the physical supply chain. At present, the mature application of digital intelligence technology in all links of the supply chain (including supply chain planning, procurement, manufacturing, operation logistics, etc.) is still limited. In the future, with the gradual implementation of various technologies, the supply chain will move from "overall separation, barrier, lag, discontinuous and non real-time data-driven" to overall coordination, smooth and immediate, Analysis and prediction of change based on digital twins.
The core of supply chain Digitization: the horizontal extension of the same value chain and the vertical interaction between different value chains. The activities in the supply chain can be reflected as the "three flows" of information flow, logistics and capital flow in the supply chain; On this basis, the problem of supply chain digitization can be divided into two dimensions: one is internal and external; The second dimension is the extension of the same "flow" and the interaction between different "flows". The core of supply chain digitization by all participants lies in two aspects - the horizontal extension of the same value chain and the vertical interaction between different value chains.
Supply chain digital service scale: information flow, logistics and capital flow supply chain digital services jointly construct a 2.8 trillion market. In 2021, the income of different types of participants in supply chain digital services is about 2.8 trillion yuan. At the same time, supply chain digital services can be divided into three corresponding parts according to the digital transformation of information flow, logistics and capital flow. In terms of structural proportion and growth, the proportion of supply chain digital services in logistics links is the highest, but the supply chain digital services of information flow and capital flow have strong growth.
The main participants of supply chain digital services mainly include core enterprises, technical service providers, logistics service providers and financial / payment enterprises. Each of the four main participants has its own advantages. With its own endowment, it breaks through the development bottleneck, prolongs the horizontal multi-dimensional value chain and increases the density of the vertical value chain.
Enterprise development trend: the future development path of supply chain digitization of large, medium, small and micro enterprises is quite different - large enterprises - from "big" to "strong", from "digital practitioner" to "enabler"; Medium sized enterprises - before digitalization, informatization needs to be carried out first, and service providers will play a key role in the digitalization awareness education of medium-sized enterprises; Small and micro enterprises - small and micro enterprise services based on industrial Internet need to be broken through. At the same time, public digital transformation infrastructure will be further deepened to continue to support small and micro enterprises.
Supply chain digital service participants: four types of main participants rely on their original advantages to extend the link length, break through the development bottleneck and increase the link density. Driven by the development of digital economy and technology, the traditional supply chain is transforming into a digital supply network. The development trend of service providers is: there are obstacles in accumulating industry know how and improving foreign service capacity. At present, only a few service enterprises in China are in the leading position, Excellent supply chain digital service providers usually need decades of experience. It is a long and difficult process to explore the supply chain of any industry, Polish targeted products and fully integrate the system. Development will take time, but it is unstoppable.
