数字经济与新基建 
 专精特新 
 战略转型与价值链升级 
 跨国公司本土化 
 文化、组织与企业社会责任 
 双碳、贸易战和后疫情 
金蚂蚁物流:时代弄潮儿的三次变革之旅
文:中心 审核:唐杰、浦徐进  案例中心

本案例由江南大学商学院的李峰教授团队撰写,江南大学商学院案例中心研究员陈田田全文改编,江南大学商学院案例中心研究员盛诗慧为责任编辑,作者拥有著作权中的署名权、修改权、改编权。


摘要:随着汽车行业在中国的蓬勃发展,汽车的供产销市场更加精细化,这对企业的物流仓储能力提出了极大挑战。看中第三方物流巨大的潜在运作空间,金蚂蚁物流于2013年进入汽车零部件物流行业,在日益激烈的市场竞争环境中不断寻找出路,短短7年时间内完成了三次变革转型,从单一汽车物流仓储业务逐步拓展到物流一体化中心服务。截止2020年底,金蚂蚁物流的主营业务收入已突破1.13亿元,成为“T1”级物流企业。本案例以金蚂蚁物流发展历程为线索,通过回顾创始人董永香在多次转型中的前瞻性战略决策,分析市场环境变化,完整梳理了金蚂蚁物流诞生的前因、转型挑战以及变革措施,强调了企业要有捕捉外界变化的敏锐性,对企业未来的转型升级具有现实的参考和借鉴意义。

关键词:汽车零部件;第三方物流;仓储管理;战略决策;变革转型


Golden Ant Logistics: A Tastemakers’ Three Transformation in The Times

Abstract: With the vigorous development of automobile industry in China, the supply, production and marketing market of automobiles are more refined, which pose a great challenge to the logistics and warehousing capacity of enterprises. Seeing the huge potential operation space of third-party logistics, Golden Ant Logistics began to engage in the logistics business of auto parts in 2013. Faced with the increasingly fierce market competition environment, it constantly looked for a way out and completed three transformations in a short period of 7 years, gradually expanding from a single automobile logistics and warehousing business to the logistics integration center service. By the end of 2020, the main business income of Golden Ant Logistics has exceeded 113 million yuan, and it has become a "T1" logistics enterprise. This case takes the development of Gold Ants Logistics as the main content. By reviewing the forward-looking strategic decision of the founder Yongxiang Dong in multiple transformation, analysis of market environment changes, the case describes the antecedents of the birth of Golden Ants Logistics, challenges of multiple transformation and measures. It has realistic reference and reference significance on transformation and upgrading of third-party logistics enterprises.

Keywords: Auto parts; Third party logistics; Warehouse management; Strategic decisions; Transformation