2020917_艾瑞咨询_2020年中国生鲜供应链行业研究报告（46页）.pdf
2020 22020.9 iResearch I 2B/2C 2019 3264 3 1 2 3 442020.9 iResearch I/52020.9 iResearch I 2020.9 iResearch I 3 2014 3.1 2018 3.3 1.6%2018 41.6%2014 21.1%2018 23.7%2018 21.8%2018 6.9%6.0%2014 2.1 2018 2.6 5.5%2014-2018 2014-2018 0.200.240.200.661.430.251.3720141.380.670.691.3820150.2020160.230.730.650.2120180.230.72 0.693.310.751.4220170.200.230.793.123.173.283.320.69 5,7066,1466,9477,3647,9046,6606,9257,6207,7207,4205,1685,3745,5886,1226,3553,2483,5764,0323,9704,11322,0212018 2017 2014 2015 201620,78224,18725,17625,792 62020.9 iResearch I 0-4 2030 03-6-9-25-18 6-19 2-5 40 15 10 72020.9 iResearch I.1/5 22,78423,30324,525 24,40525,242 25,6882017 2018 2014 2013 2015 2016 2,788.8 952.5 24.3%342,3 20.9%293.5 21.5%1,008.7 25.7%2,492.8 9.7%836.5 20.2%746.0 66.5%2018 2018 25,688 2013-2018 82020.9 iResearch I.2/5 9.0 22.1%696.8 21.1%254.2 23.3%458.4 14.5%101.7 27.5%736.1 22.3%357.6 13.3%2018 2018 6,458 3,128 8,625 2013-2018 2,9703,1103,2043,3013,3223,3012,7522,8662,9793,0783,124 3,1562013 2018 2017 2015 2014 201692020.9 iResearch I.3/5 447.0 14.3%854.7 10.0%413.6 13.2%378.0 12.1%2,9303,0463,161 3,160 3,096 3,1288,633 8,818 8,750 8,628 8,654 8,6252014 2017 2015 2013 2016 2018 2018 2013-2018 2018 3,128 8,625 102020.9 iResearch I.4/5 3,0013,1603,1803,064 3,0393,0753,1193,2773,296 3,174 3,1493,1772013 2017 2014 2015 2016 2018 232.5 7.3%571.8 565.6 18.4%208.9 6.6%458.5 14.4%2018 2013-2018 2018 3,177 112020.9 iResearch I 5/5 Q1 Q2 Q3 Q41 2 3 4 5 6 7 8 9 10 11 12()122020.9 iResearch I(1/3)2.3 10 2.1 91%.3-4 5000/2000/1000-2000 1000 132020.9 iResearch I(2/3)2 1 3 1 1 1 142020.9 iResearch I(3/3)100%4%10%5%20%2%12%8%15%8%35%:50%:10%:20%:0.1%:55%:6%:20%:2%:35%:1%:4%:45%:20%:15%:1%:8%:60%:5%:45%:40%152020.9 iResearch I 2018 2015-2023 497.1889.21,308.32,045.32,796.24,047.35,640.46,899.78,187.42015 2022e81.1%78.9%2021e39.4%2018 201936.7%2016 2017 2020e 2023e47.1%56.3%44.7%22.3%18.7%2018 56.1%38.8%4.1%1%2019 2796 36.7%,56.1%,38.8%,4.1%,1.0%16 1 2 3 4172020.9 iResearch I 2020.9 iResearch I 2019 30733 8.9%28.2%0.2 2019 21559 8.6%2019 8.5 2014 2015 2016 2017 2018 201914,49117,11015,71218,32319,85321,5592014-2019 67%57%45%30%24%1%82%59%34%25%21%20%20-40%80%40-60%60-80%/2019 182020.1 iResearch I 192020.9 iResearch I 35 2 12 10 12 3 2 345 3 0.5 35 1 202020.9 iResearch I C 212020.9 iResearch I B2C DMS+2B 2C 2C 222020.9 iResearch I,1 2018 2 3 2018,232020.9 iResearch I 1 2 OMS WMS ERP DMS 24 1 2 3 4252020.9 iResearch I/:262020.9 iResearch I 2020.9 iResearch I 2016 2018 0.200.140.280.34 0.340.440.62 40%25%34%90%0.14 0.20 1/4 0.34 0.44 272020.9 iResearch I 2000 43%43%25%16%11%5%100%:20182018282020.9 iResearch I 2019 3264 15-19 19-23e 15.5%10.7%3.8%3.4%11.8%8.1%11.0%9.5%13.6%10.1%29.6%18.3%16.9%10.0%2015-2023 731.7 901.5 1,004.6 1,144.1 1,366.4 1,522.2 1,673.5 1,835.6 1,998.0 138.2 184.7 227.8 278.3 389.5 497.1 593.3 673.6 762.8 309.6 370.5 383.7 466.1 515.0 575.0 632.4 692.4 757.0 310.9 381.9 477.5 502.3 472.4 518.0 560.7 617.2 678.6 299.5 372.0 359.1 417.6 468.0 519.8 559.2 599.1 640.1 45.2 47.7 49.2 51.4 52.5 54.6 56.0 58.0 60.1 1,835.1 2,258.3 2,501.9 2,859.9 3,263.7 3,686.7 4,075.1 4,476.0 4,896.6 2015 2016 2017 2018 2019 2020e 2021e 2022e 2023e 292020.9 iResearch I 2014 2017 2019 24+F 2020/7 4.9 B+2020/6 1.6 A 2019/7 6.3 C+2019/5-IPO 2018/11 6.5 C 2018/10 F 2018/10 6.0 2018/9 4.5 2018-2020 RFID NFC 302020.9 iResearch I:5G+5G AI 312020.9 iResearch I 731572 21 CJ 2018 2018 75 25 1/3 71-100 20 66.64%50 84.72%2018 2018 2018 322020.9 iResearch I+332020.9 iResearch I 34 1 2 3 4352020.9 iResearch I+IT ERP OMS WMS TMS DMS B2C B2B 2014 11 IT 362020.9 iResearch I B2C B2C 372020.9 iResearch I Americold 3.0 2019-2.0 2010 1.0 2005 Cloverleaf Lanier+74 VersaCold+23 Cloverleaf Lanier 382020.9 iResearch I Americold 17%Americold 20%62%Americold 1%Americold/-392020.9 iResearch I Sysco Sysco 10%B Sysco 1234 Sysco(2020 5289)19%16%15%10%10%9%7%5%4%5%2020 Sysco 62%9%8%7%14%2020 Sysco SYSCO 356,000 402020.9 iResearch ISysco 2019 Sysco Sysco Labs Sysco 1Quarterly Assurance Database()Sysco Quality Assurance Database 196 35 GFSI 40 FDA Sysco Sysco GFSI FDA 2Sysco Source&ESupplier Solutions(Sysco)Sysco Source Sysco Sysco 3CAKE&Others(CAKE)Sysco Sysco Sysco Cake Sysco Sysco Sysco 12 Sysco 412020.9 iResearch IOcado Ocado Waitrose Ocado smart CFC2 70%Harfield CFC1 50 2000200220102014201520132018 Jones Food Company2019 Kroger Ocado Ocado B2C+O2O Ocado+Ocado Ocado 2013 Coles Kroger Morrizons 93 745,000 SKU 5.5w+318,000 98.9%2016-2018 Ocado 1,172.0 1,317.4 1,475.8 95.0 106.2 123.0 2016 2017 2018 422020.9 iResearch IOcado 1 2 50,000 Ocado 3 4 Ocado Ocado Ocado SKU Ocado Ocado Ocado CFC SKU 432020.9 iResearch I Sysco Ocado Ocado B2C 2B+2C Sysco Ocado 44 Keep Learning 400-026-2099 45
