A 336 million yuan investment signal from the smart logistics equipment sector directly targets the supply chain efficiency bottleneck of the textile chemical fiber industry. Beizhi Technology's smart base in Nanxun, Huzhou, built over 600 days, began production in July. This fund accounts for the largest share of its IPO proceeds, underscoring the company's strategic bet on in-house core equipment production and delivery capability.
Event Background
Beizhi's Huzhou base is not a simple capacity expansion. Construction started in October 2024 and ended in July 2026, with a total investment of 336 million yuan, making it the largest IPO-funded project. The base is located in Nanxun, Huzhou, deep in the Yangtze River Delta textile belt, only tens of kilometers from the core production areas of Tongkun Group and China Jushi. This location directly serves the logistics upgrade needs of downstream clients.
Notably, at the launch ceremony, Beizhi Technology signed strategic cooperation agreements with China Jushi, Tongkun Group, and Suzhou Inovance, and signed a joint laboratory agreement with Beihang University. Executives from Tongkun and China Jushi attended and expressed commitment to deeper cooperation. This sends a clear signal: top chemical fiber and fiberglass companies are upgrading their relationship with smart logistics suppliers from simple transactions to joint R&D and long-term binding.
Industry Impact
For the textile industry, the most direct impact of Beizhi's Huzhou base will be on the logistics costs of chemical fiber and fiberglass. Production of filament yarn and fiberglass roving is continuous process manufacturing, where internal logistics—including raw material warehousing, semi-finished transport, and finished product storage—are key variables affecting efficiency and labor costs. Traditionally, these rely on manual forklifts and flat warehouses, which are inefficient and error-prone.
Beizhi Technology is a domestic smart logistics system integrator whose core products include automated warehouses, stacker cranes, AGVs, and intelligent conveying systems. The new base's in-house capacity means shorter delivery times and higher customization. For a giant like Tongkun with over 10 million tons of annual capacity, a single line's logistics system upgrade often involves hundreds of millions in investment. Equipment stability and response speed directly affect production rhythm. Thus, Beizhi's self-production capability essentially reduces downstream users' system procurement risk—less reliance on outsourced processing, better quality control, and more reliable delivery.
Meanwhile, the joint laboratory with Beihang University points to competition in "digitalization" and "algorithms" within smart manufacturing. The core of textile logistics systems is no longer hardware alone but scheduling algorithms—how to make AGVs efficiently avoid each other among hundreds of looms, how to match warehouse throughput with production pace requires continuous algorithm iteration. Industry-academia collaboration will help Beizhi build software barriers rather than just hardware manufacturing.
From a competitive landscape perspective, the domestic smart logistics equipment market has long been dominated by foreign brands like Daifuku and SSI Schaefer in the high-end segment. Chinese brands like Beizhi and CAS-Microstar have been rapidly penetrating through cost performance and localized services. The Huzhou base will further strengthen domestic brands' cost advantage and service responsiveness in the textile chemical fiber sector. For small and medium textile enterprises, although it is difficult to make large-scale system investments like Tongkun in the short term, the demonstration effect of leading companies and technology spillover will gradually lower the overall procurement threshold for smart logistics solutions.