极智嘉2015 年成立,专注仓储履约AMR 机器人领域,成长为全球最大的仓储履约解决方案提供商。解决方案全面、标准化程度高,形成“货架到人/货箱到人/托盘到人”三大主方案,叠加智能分拣与搬运,覆盖电商零售与制造环节的主流场景,核心指标领先行业平均水平。2025 年是关键分水岭,随着劳动力成本上升,以及电商零售等行业供应链效率要求提升,AMR 主业或将进入超额收益窗口。本文探讨三个预期差。预期差1:...
Source Link极智嘉2015 年成立,专注仓储履约AMR 机器人领域,成长为全球最大的仓储履约解决方案提供商。解决方案全面、标准化程度高,形成“货架到人/货箱到人/托盘到人”三大主方案,叠加智能分拣与搬运,覆盖电商零售与制造环节的主流场景,核心指标领先行业平均水平。2025 年是关键分水岭,随着劳动力成本上升,以及电商零售等行业供应链效率要求提升,AMR 主业或将进入超额收益窗口。本文探讨三个预期差。预期差1:...
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