라스트마일 비즈니스 데이터분석을 통한 요구기술에 대한 논고 - ESG, 국내택배 밸류체인 전략 측면

A Discussion of the Demand Technology Through Last-Mile Business Data Analysis : ESG, Domestics Courier Value Chain Aspects

대한민국 정부가 2021년 1월에 발표한 ESG 정보공개 의무화 Road-map에는 2026년부터 환경과 사회 정보를 자산규모 2조원 이 상 코스피 상장기업에 의무적용하고, 2030년까지 모든 코스피 상장기업에 확대한다고 하였다. 본 논고는 ESG와 가장 밀접한 관계성을 구성하는 Last-mile 서비스 시장의 대표산업인 택배산업을 PESTLE Methodology로 분 석하였다. 분석결과, Political and Law 측면에서 생활물류서비스산업발전법, 택배전용차량 증차, 택배용 화물자동차 운송사업 허가 요령, 택배쉬는 날. Econimiacl and Social 측면에서 1인 가구 비율과 1인 가구 수, 맞벌이 부부. Technological의 국내기술 측면에서 는 스마트물류센터 인증제도, 택배 HUB Terminal 중심의 AMR, AGV 기술 적용. 글로벌기술 측면에서는 Algorithms and analytics, Delivery drone, Delivery robot, Driverless and Autonomous cars 등 4가지 기술과 O2O 공유경제 비즈니스모델, Environmental 측 면에서는 대기관리권역의 대기환경개선에 관한 특별법, 편의점 반값택배 등이 각각 도출되었다. 도출된 Issue와 요구기술은 하드웨어 부분인 택배 공급사슬 측면과 소프트웨어 부분인 ESG 측면으로 구분하여 ESG의 Environment, Social, Gogernance에 부합되는 시사점을 택배공급체인 Value chain 그림과 함께 제시하였다.

In the Road-map, which made ESG information disclosure mandatory announced by the Korean government in January 2021, environmental and social information will be applied to KOSPI-listed companies with assets of 2 trillion won or more from 2026 and expanded to all KOSPI-listed companies by 2030. This paper analyzed the courier industry, which is a representative industry in the Last-mile service market that constitutes the closest relationship with ESG, by PESTLE methodology. As a result of the analysis, in terms of P/L, four technologies were derived: the development of the daily logistics service industry, the increase in the number of delivery vehicles, how to permit the freight transport business for delivery, and the day on which delivery is off. In terms of E/S, the ratio of single-person households, the number of single-person households, and dual-income couples. In terms of domestic technology of T, the smart logistics center certification system, the delivery HUB terminal-centered AMR, and AGV technology. In terms of global technology, four technologies, including Algoriths and analytics, Delivery drone, Delivery robot, Driverless/Autonomous cars, and O2O sharing economy business model, a special law on the improvement of the air environment in the air management area, and a half-price delivery of convenience stores were derived from the E side. The derived issues and required technology were divided into the hardware part, the parcel supply chain, and the software part, the ESG part, and the implications for ESG’s EㆍSㆍG were presented together with the picture.