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亿邦智库沙龙:数字化采购有哪些投资机会

亿邦动力 2024-07-26 13:57
亿邦动力 2024/07/26 13:57

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报告发布与投资机会概述

1. 《2024数字化采购发展报告》发布,主题为技术变革与价值创造,展示了14家央企网上商城和13家供应链平台及技术服务商的先进经验,包括数字化转型和供应链优化案例。

2. 投资机会包括数字化采购平台建设、供应链管理服务、技术服务(如大数据和人工智能应用)、数据治理需求以及营销及福利品采购市场,市场规模达3万亿元。

3. 实操干货:采购习惯向数字化转变,个性化定制需求增加;B2B2C运作模式普及,提供新增长赛道;案例企业如央企网上商城的建设经验可借鉴。

品牌营销与消费趋势相关机会

1. 品牌营销机会:营销及福利品采购市场巨大,企业注重品牌建设和客户满意度,个性化定制要求提高,挑战平台营销策划能力。

2. 消费趋势:数字化采购渗透率提升推动采购习惯转变,用户行为向线上迁移;代表案例中,央企网上商城的品牌渠道建设经验可借鉴。

3. 产品研发启示:采购类别从MRO拓展到主材和营销品,个性化需求增加,提供定制化解决方案的商业机会。

增长市场与商业模式机会

1. 增长市场:数字化采购需求增加带来平台建设、供应链服务机会;营销及福利品采购市场规模3万亿元,增长强劲,B2B2C模式加速普及扩大空间。

2. 机会提示:服务商可快速占领市场通过技术升级;风险提示:传统线下服务商需转型以避免淘汰;可学习点:案例企业如央企网上商城的供应链协同经验。

3. 最新商业模式:定制化采购解决方案服务市场空间大;合作方式:资源协同如央企与技术服务商互补推动转型。

产品生产与数字化启示

1. 产品生产需求:采购类别从MRO到主材拓展,个性化、场景化需求增加,提供定制化解决方案的商业机会。

2. 商业机会:营销及福利品采购市场达3万亿元,工厂可参与定制化服务;推进数字化启示:供应链高效协同和网上商城建设经验可借鉴。

3. 电商推进启示:数字化采购为工厂提供电商转型机会,案例企业如央企的数字化转型经验可学习。

行业趋势与客户痛点解决方案

1. 行业发展趋势:数字化采购为新技术(如人工智能、大数据)提供落地平台,数据资产入表热点推动数据治理需求增加。

2. 客户痛点:营销品服务商以线下传统服务为主,面临采购习惯数字化转变的挑战;解决方案:提供平台技术服务和供应链能力以快速占领市场。

3. 新技术机会:技术服务投资机会凸显,包括数据分析和咨询服务;代表企业如报告中13家技术服务商的创新模式可参考。

平台需求与运营管理启示

1. 商业对平台需求:数字化采购平台建设是重要市场机会,需技术和供应链能力;平台最新做法:央企网上商城在数字化转型、供应链协同和网上商城建设方面的经验展示。

2. 平台招商:报告中遴选的供应链平台和技术服务商作为创新代表,提供招商参考;运营管理:需高效协同,如案例企业的网上商城运营经验。

3. 风向规避:传统服务模式风险,平台需规避落后风险通过技术升级;合作方式:资源协同如央企与平台商的互补推动智能化转型。

产业动向与政策启示

1. 产业新动向:数字化采购发展以“技术变革与价值创造”为主题,投资机会在平台建设、技术服务、数据治理等领域;新问题:如何平衡个性化需求与规模化。

2. 政策法规启示:数据资产入表成为热点,影响数据治理需求;商业模式:B2B2C运作模式普及,提供研究价值。

3. 研究启示:案例企业如央企网上商城的供应链优化经验可分析;代表观点:数字化采购为人工智能提供商业落地舞台,值得深入探讨。

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声明:快读内容全程由AI生成,请注意甄别信息。如您发现问题,请发送邮件至 run@ebrun.com 。

我是 品牌商 卖家 工厂 服务商 平台商 研究者 帮我再读一遍。

Quick Summary

Report Release and Investment Opportunities Overview

1. The "2024 Digital Procurement Development Report" has been released, themed "Technological Transformation and Value Creation." It showcases best practices from 14 central state-owned enterprise (SOE) online procurement platforms and 13 supply chain platforms and technology service providers, including digital transformation and supply chain optimization case studies.

2. Investment opportunities include digital procurement platform development, supply chain management services, technology services (e.g., big data and AI applications), data governance needs, and the marketing and employee benefits procurement market, which boasts a market size of 3 trillion yuan.

3. Key Insights: Procurement habits are shifting towards digitalization, with increasing demand for personalized customization; The B2B2C operational model is gaining traction, offering new growth avenues; Case studies from SOE online platforms provide valuable implementation experience.

Brand Marketing and Consumer Trend Opportunities

1. Marketing Opportunities: The marketing and employee benefits procurement market is vast. Companies are prioritizing brand building and customer satisfaction, with rising demand for personalized customization, challenging platforms' marketing and planning capabilities.

2. Consumer Trends: Increased penetration of digital procurement is driving a shift in purchasing habits, with user behavior migrating online; Brand channel development experiences from central SOE online platforms serve as valuable reference cases.

3. Product Development Insights: Procurement categories are expanding from MRO to core materials and marketing products. Growing personalized demand presents opportunities for customized solutions.

Growth Markets and Business Model Opportunities

1. Growth Markets: Rising demand for digital procurement creates opportunities in platform development and supply chain services; The 3 trillion yuan marketing and employee benefits procurement market shows strong growth, with the B2B2C model accelerating adoption and expanding potential.

2. Opportunity Alert: Service providers can rapidly capture market share through technological upgrades; Risk Alert: Traditional offline service providers must adapt to avoid obsolescence; Learning Points: Supply chain collaboration experiences from case studies like SOE online platforms are instructive.

3. Emerging Business Models: Significant market potential exists for customized procurement solutions; Collaboration Models: Resource synergies, such as partnerships between SOEs and tech providers, can drive transformation.

Production Needs and Digitalization Insights

1. Production Demand: Procurement categories are expanding from MRO to core materials, with increasing personalized and scenario-specific needs creating opportunities for customized solutions.

2. Business Opportunity: The 3 trillion yuan marketing and employee benefits procurement market allows factories to participate in customized services; Digitalization Insight: Experiences in efficient supply chain collaboration and online platform construction from case studies are applicable.

3. E-commerce Transition Insight: Digital procurement offers factories opportunities for e-commerce transformation; The digital transformation experiences of case study enterprises like central SOEs provide valuable lessons.

Industry Trends and Client Pain Point Solutions

1. Industry Trends: Digital procurement provides a platform for implementing new technologies (e.g., AI, big data); The focus on data asset recognition is driving increased demand for data governance.

2. Client Pain Points: Marketing service providers, traditionally offline, face challenges from the digital shift in procurement habits; Solution: Offer platform technology services and supply chain capabilities to quickly capture market share.

3. New Technology Opportunities: Investment opportunities in technology services, including data analytics and consulting, are prominent; Innovative models from the 13 featured technology service providers in the report offer valuable references.

Platform Demand and Operational Management Insights

1. Business Platform Demand: Digital procurement platform development is a significant market opportunity requiring technological and supply chain capabilities; Latest Practices: Central SOE online platforms demonstrate experience in digital transformation, supply chain collaboration, and platform construction.

2. Platform Merchant Recruitment: The selected supply chain platforms and tech service providers in the report serve as innovative references for recruitment; Operational Management: Efficient collaboration is essential, as shown by the operational experiences of case study enterprises.

3. Risk Mitigation: Traditional service models carry risks; Platforms must avoid obsolescence through technological upgrades; Collaboration Models: Resource synergies, such as complementary partnerships between SOEs and platform operators, can drive intelligent transformation.

Industry Dynamics and Policy Implications

1. Industry Dynamics: Digital procurement development focuses on "Technological Transformation and Value Creation," with investment opportunities in platform development, tech services, and data governance; New Challenge: Balancing personalized demand with scalability.

2. Policy Implications: Data asset recognition is a key trend influencing data governance needs; Business Models: The proliferation of the B2B2C model offers research value.

3. Research Implications: Case studies, such as the supply chain optimization experiences of SOE online platforms, provide rich material for analysis; Key Perspective: Digital procurement serves as a commercial implementation stage for AI, warranting deeper exploration.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

【亿邦原创】7月11日,亿邦动力联合中国物流与采购联合会(中物联),在第五届国有企业数智化采购与智慧供应链高峰论坛上共同发布了《2024数字化采购发展报告》。

该报告的发布不仅是对行业的一次全面盘点,也是值得资本市场关注的专业研究。《报告》以“技术变革与价值创造”为主题,优选了14家中央企业网上商城作为供应链协同成就数字化采购的最佳实践代表,旨在展示中央企业在数字化转型、供应链优化以及网上商城建设等方面的先进经验和显著成效,同时遴选了13家供应链平台和技术服务商作为年度创新代表,介绍了各家的技术创新和商业模式;双方的资源协同和优势互补,共同推动了采购行业的数字化、智能化转型。

报告发布后,亿邦动力于12日组织了一场资本专题会,进一步解读报告内容,讨论数字化赛道的投资机会。

报告编写组牵头人、亿邦智库联席院长赵廷超博士对报告进行了细致的解读,此次会议吸引了来自航天科工、北京国有资本、中关村发展、工商银行、银河证券等央国企、上市公司和金融机构的近20位投资人参加,另有咨询公司和研究机构的专家参会。

赵博士还对报告中选取的央企网上商城和供应链平台和技术服务商的发展阶段和技术优势进行了逐一分析,展示了案例企业在数字化转型、供应链高效协同以及网上商城建设等方面的先进经验。

解读环节后,活动进入圆桌讨论阶段,由亿邦动力董助方晴主持。讨论围绕着数字化采购赛道的投资潜力展开。

与会投资人表示,先天就具备“数字化基因”的数字化采购赛道是新技术落地的“前沿阵地”,为长期缺乏商业落地场景的人工智能技术提供了商业价值转化的绝佳舞台;其中蕴含的投资机会值得关注。

部分Q& A整理

Q:数字化采购会带来哪些投资机会,或者说未来的市场空间在哪里?

A:这是个很大的话题。

首先,围绕采购的数字化升级带来平台建设、供应链管理服务、新增长赛道等方面的机会。

一方面,随着企业对数字化采购需求的增加,投资建设、运营数字化采购平台将成为重要的市场机会,对专业的供应链管理和协同的需求也会为服务商带来增长空间。另一方面,就品类而言,采购类别从MRO到主材不断拓展,再到营销及福利品,根据企业所在行业不同,个性化、场景化需求也持续增加——定制化的采购解决方案服务有很大市场空间。

其次是技术服务和解决方案的投资机会。数字化采购为大数据、云计算、人工智能等技术提供了商业化落地的平台,提供技术和解决方案服务赛道的投资机会凸显。而在数据资产入表成为热点话题的当下,随着数据量的增加,提供数据治理、分析和咨询服务需求也不断增加,围绕数据相关的投资也值得关注。

此外,还有人才培训服务,智能软件和设备,以及围绕ESG和绿色采购相关的机会。

Q:积分商城和福利品采购听起来像是个偏传统赛道,增长机会在哪里?

A:1、市场空间巨大:企业越来越注重品牌建设和客户满意度,对营销物资和员工福利品的个性化定制要求不断提高,这对平台营销策划和定制能力是个新挑战;2、采购习惯转变:当下数字化采购渗透率不断提高,而营销品服务商大多依然以线下传统服务为主,有平台技术服务和供应链能力的企业有望快速占领市场,实现领跑;3、企业员工福利方面的B2B2C运作模式加速普及,进一步扩大了市场空间。

根据报告,2023年营销及福利品采购市场规模约为3万亿元,显示出强劲的增长势头和巨大的市场潜力。亿邦智库认为,营销和福利品是数字化采购的第三赛道,未来有望跑出龙头企业或者上市公司,建议机构朋友们关注。

注:亿邦智库的资本闭门沙龙活动,特色在于从行业专业分析出发,邀请一、二级市场投资人、产业方、行业专家等进行深度交流。

注:文/亿邦动力,文章来源:亿邦动力,本文为作者独立观点,不代表亿邦动力立场。

文章来源:亿邦动力

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