震坤行提交招股书钉钉收购我来wolai丨产业互联网周报

作者：亿邦动力文章来源：亿邦动力

2023-03-12 20:34

作者：亿邦动力文章来源：亿邦动力

2023-03-12 20:34

邦小白快读

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本文是产业互联网领域一周的核心事件汇总，整理了头部企业动态和最新融资信息，核心干货如下

1. 头部企业重大动作：工业用品采购平台震坤行向美国SEC提交招股书，拟在纽交所上市募资2亿美元；钉钉完成对协作文档厂商我来wolai的全资收购，团队将负责钉钉智能化协作文档研发；大唐电商与京东工业合作成立能源行业供应链数智化创新孵化中心；京东物流公布2022年营收1374亿元，同比增长31.2%；1688工业品APP将于3月线下线，功能迁移至1688主APP。

2. 融资动态：共有5家不同领域的企业完成新融资，涵盖工业机器人、服装柔性供应链、AR眼镜、酒店数字化、工业软件领域，融资金额从数千万美元到数亿元不等，资金多用于技术研发和市场拓展。

本文披露了多个领域的最新产业动态，能为品牌商把握趋势、调整战略提供参考，核心干货如下

1. 消费趋势层面：消费级AR眼镜赛道获得资本看好，雷鸟创新完成过亿元首轮融资，同时推进两条技术路线的消费级产品研发量产，说明AR消费化进程加快，科技数码类品牌商可提前布局AR相关产品线。

2. 渠道层面：1688关闭独立工业品APP，将功能整合到主APP，说明工业品线上采购正在往整合化平台方向发展，工业品牌商布局线上渠道可顺应平台整合趋势，调整运营布局。

3. 供应链层面：京东物流2022年外部客户收入占比近七成，一体化供应链服务已经成熟，品牌商可选择外采第三方供应链服务降低自身运营成本。

本文整理了产业互联网领域一周的最新动态，能为卖家梳理行业变化、识别机会风险，核心干货如下

1. 渠道变化与应对：1688独立工业品APP即将下线，所有功能迁移到1688主APP的工业品版块，工业品卖家需要提前调整引流和运营布局，适配新的流量入口，避免出现流量损失。

2. 新兴赛道机会：多个赛道近期获得资本集中加注，包括工业自主移动机器人、服装柔性供应链、消费级AR、酒店数字化、工业智能优化软件，上下游卖家可关注这些赛道的配套创业机会，提前布局抢占市场。

3. 供应链参考：京东物流第三方一体化供应链已经十分成熟，外部收入占比近七成，中小卖家可以考虑外采供应链服务，降低自身的重资产投入，聚焦核心业务发展。

本文的产业动态能给生产工厂把握商业机会、推进数字化转型提供参考，核心干货如下

1. 商业合作机会：大唐电商和京东工业合作成立能源行业供应链数智化创新孵化中心，探索能源行业供应链数智化新模式，能源相关生产工厂可对接该项目获得新的合作订单机会；谷斗科技推出的工业资源智能优化协同平台，可帮助工厂打造智能决策大脑，工厂可对接这类工具提升生产效率。

2. 数字化转型启示：柔性物流解决方案商斯坦德机器人完成数亿元C轮融资，说明柔性生产物流是工厂数字化改造的核心方向，工厂布局数字化可优先关注柔性物流改造，提升生产响应效率，适配多品类小批量的生产需求。

3. 线上销售启示：工业品线上采购平台整合，工厂做线上To B销售可依托整合后的1688主APP获得更集中的流量。

本文披露了多个To B服务领域的最新动向，能帮助服务商把握行业趋势、挖掘客户需求，核心干货如下

1. 行业发展趋势：企业协作文档赛道已经出现头部整合，头部平台钉钉收购对标Notion的独立厂商我来wolai，强化智能化协作文档研发，说明企业协同服务正在往头部平台集中，中小独立协作文档服务商可考虑对接大企业平台寻求合作，获得更多资源。

2. 客户需求与新技术机会：多个工业领域的数字化服务商获得资本青睐，说明当前制造工厂的数智化转型需求十分旺盛，To B服务商可重点挖掘工业制造领域的数字化改造订单，拓展业务边界。

3. 细分赛道机会：酒店文旅数字化服务商绿云完成亿元D轮融资，已经服务近3万家酒店，说明酒店行业数字化仍有较大拓展空间，相关服务商可继续深耕这个细分赛道。

本文梳理了多个产业互联网平台的最新动作，能给各类平台商的战略调整、运营管理提供参考，核心干货如下

1. 平台战略调整参考：1688将独立工业品APP整合到主平台，说明垂直类细分工具的流量越来越往综合平台集中，平台商可考虑整合分散的垂直业务，集中资源为用户提供更统一的服务，同时降低多产品运营的成本。

2. 业务增长参考：大唐电商和京东工业发挥各自优势，合作成立创新孵化中心探索能源供应链数智化新模式，平台商可通过跨界合作整合资源，开拓垂直行业的新业务，挖掘新的增长点。

3. 产品能力升级参考：钉钉通过并购我来wolai快速补齐协作文档的产品能力，平台商可通过并购的方式快速补齐自身产品短板，提升核心竞争力，更快满足用户需求。

本文汇总了一周产业互联网领域的核心事件和融资动态，是研究国内产业互联网发展的最新一手素材，核心可研究的干货如下

1. 头部产业平台的资本化动向：国内工业服务平台震坤行提交赴美上市申请，说明国内工业互联网服务平台经过多年发展已经培育出成熟的头部企业，开始进入资本化阶段，头部玩家的公开财报将为产业研究提供更多公开数据。

2. 行业集中度变化：协同办公赛道头部平台开始通过并购整合垂直赛道玩家，说明产业互联网各细分赛道的集中度正在快速提升，中小玩家独立发展的空间正在被压缩。

3. 资本投向与模式创新：当前资本重点投向工业数字化、消费级AR等领域，同时业内出现了平台联合成立垂直孵化中心的新业态，为产业互联网深耕垂直领域提供了新的模式参考。

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

This article is a roundup of key weekly developments in the industrial internet sector, compiling updates from leading players and the latest financing news. Key takeaways are as follows:

1. Major moves by leading players: Industrial supply procurement platform Zhenkunhong has filed an IPO prospectus with the U.S. SEC, planning to raise up to $200 million on the New York Stock Exchange; DingTalk has completed the full acquisition of collaborative document developer Wolai, whose team will lead the development of DingTalk's AI-powered collaborative document products; Datang E-commerce and JD Industrial have jointly launched a digital supply chain innovation and incubation center for the energy sector; JD Logistics reported 2022 full-year revenue of 137.4 billion yuan, up 31.2% year-over-year; the 1688 Industrial Goods standalone app will be taken offline in March, with all functions migrated to the main 1688 app.

2. Financing updates: Five companies across industrial robots, flexible apparel supply chains, AR glasses, hotel digitalization and industrial software have closed new funding rounds. Deal sizes range from tens of millions of dollars to hundreds of millions of yuan, with most proceeds allocated to R&D and market expansion.

This article covers the latest industry developments across multiple sectors to help brands track trends and adjust strategies. Key takeaways are as follows:

1. Consumer trends: The consumer AR glasses segment has drawn strong investor interest, with TCL-backed Leion Innovation closing a 100-million-yuan+ Series A round and advancing R&D and mass production of consumer products along two technical paths. This indicates accelerating consumer adoption of AR, and tech and digital brands can prepare early by developing AR-related product lines.

2. Distribution channels: 1688 is shutting down its standalone industrial goods app and integrating all functions into its main app, showing that online industrial procurement is moving toward consolidated platforms. Industrial brands can align their online distribution strategies with this integration trend and adjust their operational setups accordingly.

3. Supply chain: Third-party client revenue accounted for nearly 70% of JD Logistics' total revenue in 2022, proving its integrated supply chain service offering is mature. Brands can outsource supply chain operations to third-party providers to cut in-house operating costs.

This article compiles the latest weekly developments in China's industrial internet sector to help sellers map industry changes and identify opportunities and risks. Key takeaways are as follows:

1. Channel changes and responses: The standalone 1688 Industrial Goods app will go offline soon, with all functions moved to the industrial goods section of the main 1688 app. Industrial sellers need to adjust their customer acquisition and operational strategies ahead of time to adapt to the new traffic entry point and avoid traffic loss.

2. Opportunities in emerging segments: Multiple segments have attracted concentrated capital inflows recently, including autonomous industrial mobile robots, flexible apparel supply chains, consumer AR, hotel digitalization, and industrial intelligent optimization software. Upstream and downstream sellers can track supporting opportunities in these segments and position themselves early to capture market share.

3. Supply chain insights: JD Logistics' third-party integrated supply chain business is now fully mature, with external revenue accounting for nearly 70% of total revenue. Small and medium-sized sellers can consider outsourcing supply chain services to reduce heavy asset investment and refocus resources on their core business.

The industry updates in this article help manufacturing factories identify business opportunities and advance digital transformation. Key takeaways are as follows:

1. Business collaboration opportunities: Datang E-commerce and JD Industrial have jointly launched a digital supply chain innovation and incubation center for the energy sector to explore new digital models for energy supply chains. Energy-related manufacturing factories can partner with this initiative to access new order opportunities. Gudou Technology's intelligent industrial resource optimization and collaboration platform can help factories build smart decision-making systems, and factories can adopt such tools to boost production efficiency.

2. Insights for digital transformation: Flexible logistics solution provider Stander Robotics has closed a multi-hundred-million yuan Series C round, confirming that flexible production logistics is a core focus of factory digital transformation. Factories can prioritize flexible logistics upgrades when rolling out digital transformation to improve production response speed and adapt to demand for multi-SKU, small-batch production.

3. Insights for online sales: Online industrial procurement platforms are consolidating, and factories running online B2B sales can leverage the consolidated main 1688 app to access more concentrated traffic.

This article outlines the latest developments across multiple B2B service segments to help service providers track industry trends and capture client demand. Key takeaways are as follows:

1. Industry development trends: Consolidation is already underway in the enterprise collaborative document space, as leading platform DingTalk has acquired independent Notion competitor Wolai to strengthen its AI-powered collaborative document development. This shows that enterprise collaboration services are increasingly concentrating in the hands of large platform players. Small and medium-sized independent collaborative document service providers can pursue partnerships with large platform companies to access more resources.

2. Client demand and new technology opportunities: Multiple digital service providers serving the industrial sector have secured capital backing, indicating that manufacturing factories have strong and growing demand for digital transformation. B2B service providers can prioritize pursuing digital transformation projects in the manufacturing sector to expand their business scope.

3. Opportunities in niche segments: Hotel and tourism digital service provider GreenCloud has closed a 100-million-yuan Series D round and already serves nearly 30,000 hotels, confirming that there is still substantial room for growth in hotel digitalization. Relevant service providers can continue to deepen their focus on this niche segment.

This article organizes the latest moves of multiple industrial internet platforms to provide reference for strategic adjustment and operational management for all types of platform players. Key takeaways are as follows:

1. Reference for platform strategic adjustment: 1688 is integrating its standalone industrial goods app into its main platform, showing that traffic for vertical niche tools is increasingly concentrating on comprehensive platforms. Platform players can consider consolidating scattered vertical businesses, concentrating resources to deliver more unified user experiences, and at the same time cutting operational costs across multiple product lines.

2. Reference for business growth: Datang E-commerce and JD Industrial have combined their respective strengths to launch a joint innovation incubation center exploring new digital models for energy supply chains. Platform players can integrate resources through cross-industry collaboration to develop new business in vertical sectors and unlock new growth drivers.

3. Reference for product capability upgrading: DingTalk quickly closed the gap in its collaborative document product capability via the acquisition of Wolai. Platform players can use acquisitions to quickly address product gaps, strengthen core competitiveness, and meet user demand more quickly.

This article aggregates weekly core events and financing dynamics in the industrial internet sector, providing up-to-date primary source material for research on China's industrial internet development. Key research highlights are as follows:

1. Capitalization trends of leading industrial platforms: Domestic industrial service platform Zhenkunhong has filed for a U.S. IPO, indicating that after years of development, China's industrial internet service sector has nurtured mature leading players that are now entering the capitalization stage. Public financial disclosures from these leading players will provide more open data for industry research.

2. Changing industry concentration: Leading players in the collaborative office space are acquiring and consolidating vertical segment players, showing that concentration is increasing rapidly across all industrial internet sub-sectors, and the room for independent growth for small and medium-sized players is shrinking.

3. Capital allocation and model innovation: Capital is currently prioritizing investment in industrial digitalization and consumer AR, among other areas. At the same time, the industry has seen the emergence of a new business model where platforms jointly launch vertical incubation centers, providing a new model reference for industrial internet players deepening their focus on vertical sectors.

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.

震坤行提交招股书；钉钉收购“我来wolai”；京东物流2022年营收1374亿元，同比增长31.2%。

【亿邦原创】震坤行提交招股书；钉钉收购“我来wolai”；京东物流2022年营收1374亿元，同比增长31.2%。

# 过去一周，发生了这些事 #

1 震坤行提交招股书募资2亿美元

工业用品采购服务平台震坤行于3月7日晚，向美国证券交易委员会（SEC）提交上市申请，计划在纽交所上市，股票代码为“ZKH”，高盛和华兴担任承销商。

震坤行招股书中尚未公布拟发行股份数及价格，但是其备案费计算表（Calculation of Filing Fee Table）显示，募资总额预计为2亿美元。

2 钉钉收购协同文档“我来wolai”

钉钉已完成对协同文档厂商“我来wolai”的全资收购。钉钉官方表示：我来wolai团队已加入钉钉，将负责智能化协作文档的研发，和个人版文档的产品设计。

我来wolai对标美国Notion，Notion最新估值103亿美金，国内该类企业还有FlowUs、Anytype、Coda、ClickUp、Craft、AppFlowy、Focalboard、Loop、印象笔记Verse等。2020年6月15日，我来wolai的第一个版本正式上线内测。2020年12月，我来wolai曾获策源创投数千万战略融资，投后估值1亿元。

3 大唐电商与京东工业合作成立创新孵化中心

大唐物资集团“互联网+采购”信息化建设运营全资专业子公司——大唐电商与京东工业近日签订合作协议。协议约定，双方将发挥各自在技术、资金、人才、管理、市场、渠道等方面的优势，探索能源行业供应链数智化的新思路、新模式和新业态，以技术外溢推动供应链整体效率和成本的优化。为了探索能源行业供应链全链路数智化的新模式，大唐电商与京东工业发起成立了“工业互联网+”新业态创新孵化中心。

4 京东物流2022年营收1374亿元同比增长31.2%

2022年，京东物流营收1374亿元，同比增长31.2%；其中外部客户收入达891亿元，同比增长50.8%，占比近7成。经调整后的Non-IFRS净利润近8.7亿元。其中，京东物流一体化供应链服务2022年收入774亿元，快递、快运等其他客户收入达600亿元，同比增长78.3%。

在仓网方面，截至2022年12月31日，京东物流已在全国运营超1500个仓库，超过2000个云仓，仓储网络总管理面积超过3000万平方米。

5 “1688工业品”APP将于3月10日在应用市场下线

1688日前发布关于“1688工业品”APP在应用市场下线的通知。通知称，为了向工业品买家持续提供更好的服务，“1688工业品”APP的各项功能与服务将迁移至“1688（阿里巴巴）”APP的找工业品版块。自2023年3月10日起，1688平台将在应用市场对“1688工业品”APP进行下架。1688平台预计将在2023年5月底前全面停止“1688工业品”APP的服务（具体时间以1688后续提前公告的时间为准）。

# 这些公司获得了新的融资 #

1 斯坦德机器人完成C轮融资

斯坦德机器人（深圳）有限公司（Standard Robots，以下简称斯坦德机器人）宣布完成C轮融资，融资金额数亿元，由小米产投领投，中信建投跟投。

斯坦德机器人成立于2015年，主要产品为自主移动机器人（AMR）及柔性物流解决方案，创始团队来自哈尔滨工业大学机器人研究所，创业前均从事移动机器人相关技术研究。

2 辛巴达完成数千万美元A轮融资

服装柔性供应链服务商辛巴达宣布已完成数千万美元A轮融资，由隐山资本独家投资。本轮融资资金，将用于供应链和技术的投入。

辛巴达，全称为达达辛巴达（广州）科技有限公司，成立于2017年9月，法人兼CEO为李勇（花名大风）。辛巴达上一轮融资在2021年7月完成，投资方为襄禾资本和野草创投；天使轮于2020年10月完成，投资方为野草创投。

3 “雷鸟创新”完成过亿元首轮融资

AR眼镜企业“雷鸟创新”宣布完成首轮过亿元融资，本轮融资由复星创富、容亿投资领投，三七互娱、润兴锐华、博士眼镜战略投资，野草创投和海南盈添等跟投。融资资金将用于推动BirdBath和光波导两条技术路线的消费级AR眼镜的技术研发、量产、市场扩容以及AR人才引进等。

雷鸟创新是一家成立于2021年年底的AR眼镜创业公司，由TCL电子孵化。成立以来，雷鸟创新已经发布的产品包括：消费级AR眼镜雷鸟Air、雷鸟Air 1S（采用Birthbath方案）、雷鸟X2（光波导方案）。

4 绿云完成亿元级别融资

杭州绿云软件股份有限公司（以下简称“绿云”）宣布完成D轮融资，金额为1亿元人民币。本轮投资方为海控天程基金，该基金由同程旅行、海控集团及青岛市、区两级引导基金共同发起设立。

公开资料显示，绿云成立于2010年，创始团队有超过30年的酒店信息化经验和先进技术背景，专注于酒店、大住宿、大文旅行业数字化的研发、运维和营销服务。截至目前，绿云已服务中国酒店集团50强中一半以上的客户，签约酒店数近30000家。在宣布完成来自同程旅行旗下基金的投资之前，绿云已经完成了五轮融资，投资方包括同创伟业、首业资本以及携程旗下的科慧创投等。

5 谷斗科技获得连续两轮过亿元融资

工业软件开发商“谷斗科技”近日宣布获得连续两轮亿元级融资，本轮融资由顺为资本领投、正瀚投资、老股东银杏谷资本跟投，前轮融资由红杉中国独家投资，沧澜资本担任独家财务顾问。资金将主要用于产品研发、市场拓展、以及团队建设。

谷斗科技成立于2019年07月，通过自主研发资源智能优化协同平台产品，帮助工业企业打造智能决策大脑。

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