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巴西资讯巴西科技平台2026年8月19日

巴西物流数据商Intelipost转型智能平台,年增30%启示中资物流数字化

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Strategic use of data boosts revenue

巴西物流数据平台Intelipost转型为智能物流公司,年增30%,2025年营收2亿雷亚尔。其数据整合与AI应用模式,为在巴中资物流及电商企业提供数字化升级参考。

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巴西物流数据平台Intelipost年增30%,2025年营收2亿雷亚尔,其数据驱动转型模式为在巴中资物流及电商企业提供数字化升级参考。

巴西物流数据平台Intelipost自2023年新管理层上任后,从传统物流管理工具转型为智能物流平台,实现约30%的年增长率,2025年营收达2亿雷亚尔。该公司过去三年投资5000万雷亚尔用于技术研发和数据人才引进,数据库覆盖约1500家承运商和900家零售客户。这一转型案例表明,数据整合与AI应用正成为巴西物流行业提升效率的关键,对在巴经营的中资物流、电商及制造业企业具有直接借鉴意义。

Intelipost成立于2014年,最初旨在简化巴西电商物流管理,过去近十年仅基于价格和交货时间两个变量选择运输方案。自2023年新管理层上任后,公司重新定位为物流智能平台,投资5000万雷亚尔用于技术升级并聘请数据科学家,实现了约30%的年增长率,2025年营收达2亿雷亚尔。其数据库涵盖约1500家承运商和900家零售客户,通过整合数据,公司扩展业务至全程监控配送过程。例如,若发生延误,AI系统能识别问题、联系承运商报告情况,并告知零售商修订交货日期的原因。首席运营和财务官Leandro Gravena表示,这免除了客户内部团队联系承运商的负担,使客户能提前行动。其服务客户包括Kabum、Alpargatas、L'Occitane、Leroy Merlin、Decathlon、Dafiti、Grupo SBF和Petlove等知名企业。

对于在巴西的中资企业,尤其是物流、电商及制造业,Intelipost的转型提供了重要参考。底稿未直接涉及中资企业,但通过行业传导机制,中资企业可能感受到物流效率提升带来的竞争压力或合作机会。巴西物流行业长期存在基础设施瓶颈和运营效率问题,中资企业若仍依赖传统物流管理方式,可能在成本控制和客户体验上落后。同时,Intelipost的数据整合模式也提示中资企业,打破内部信息孤岛、利用AI进行预测性管理,是提升竞争力的可行路径。巴西监管机构如ANVISA(国家卫生监督局)和MAPA(农业畜牧部)对物流链的透明度和可追溯性要求日益严格,数据驱动的物流管理有助于满足合规需求。

CBI解读:底稿显示Intelipost通过数据整合和AI应用实现了显著增长,这反映了巴西物流行业从“运输执行”向“智能决策”转变的趋势。CBI认为,这一案例对中资企业的启示在于:在巴西市场,单纯依靠价格竞争已难以为继,数字化能力成为新的差异化因素。Intelipost的成功并非一蹴而就,其CEO Ross Saario于2023年加入后,首要挑战是清理数据库,耗时近两年投资时间、金钱和人力。这表明数据治理是转型的基础,中资企业在推进本地化运营时,应重视数据质量和系统整合。此外,移动出行公司Rhino的案例也印证了数据分析在优化投资决策中的价值——其通过测试15种车型,发现最贵车型与较便宜车型在转换率、满意度和留存率上无差异,从而优化了车队投资,2026年上半年净收入同比增长三倍。

待观察:一是Intelipost能否持续保持30%的年增长率,特别是在巴西经济波动和物流市场竞争加剧的背景下;二是其数据整合模式是否会被更多中资物流企业复制,形成行业标准;三是Rhino的数据分析策略是否会在其他出行或物流细分领域引发类似应用,值得关注其在2026年下半年的业绩表现。

CBI 观察编辑判断

底稿显示Intelipost通过数据整合和AI应用实现年增30%,营收达2亿雷亚尔,这反映了巴西物流行业向智能决策转型的趋势。CBI认为,中资企业应关注数据治理和AI应用在物流管理中的实际价值,而非仅依赖传统成本竞争。

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信息概要

类型
企业动态
方向
巴西
分类
科技平台
层级
编辑整理
地点
在巴中资物流、电商及制造业企业,以及巴西本地物流运营商。
核验
待核验
对象
在巴中资物流企业在巴中资电商平台在巴中资制造业
话题
科技企业动态行业趋势

来源信息

来源
Valor International
原文标题
Strategic use of data boosts revenue
原始语言
英语
原文链接
查看原文 →
编辑
Clara Lin
查看原文(英语

Strategic use of data boosts revenue

Daniil Sergunin Daniel Teixeira/Divulgação Created in 2014 to simplify e-commerce logistics management in Brazil, Intelipost has reinvented its role in the segment over the past three years by investing R$50 million in technology and hiring data scientists. Under new management since 2023, the company repositioned itself as a logistics intelligence platform, achieved about 30% annual growth, and posted revenue of R$200 million in 2025. With a database encompassing about 1,500 carriers and 900 retail clients, Intelipost spent nearly a decade selecting shipping options based on two variables: price and delivery time. After reorganizing and integrating its available data, the company expanded its operations to monitor the entire delivery process, from when a product is shipped until it reaches the consumer. In the event of a delay, for example, an artificial intelligence system identifies the issue, contacts the carrier to report what happened, and informs the retailer of the reasons for the revised delivery date. “This spares our clients’ internal teams from having to contact carriers. With this information, our client can also act in advance and impress its own customer,” said Leandro Gravena, Intelipost’s chief operating and financial officer. The service is used by companies including Kabum, Alpargatas, L’Occitane, Leroy Merlin, Decathlon, Dafiti, Grupo SBF (Fisia-Nike/Centauro) and Petlove. By transforming operational data into answers to complex business questions, midsize companies such as Intelipost have expanded their markets and increased revenue. Computer science experts view technology that extracts insights from data as an ally for management. When information is no longer static and is no longer merely recorded in reports, it can be used for predictive analysis. Matheus Pinheiro, a consultant with a degree in computer science from the Federal University of São Carlos and additional studies at Kwantlen Polytechnic University in Canada, said the first step toward turning data into a truly strategic asset is to look inside the company and understand its current situation. This practice is even more important for midsize businesses, which have leaner teams. “Most organizations contend with fragmented information. The commercial department operates through a customer relationship management system, finance relies on spreadsheets, and human resources uses a separate database. Mapping this entire environment means breaking down these silos and tracking information from the simplest departmental controls to the most complex transactional tables,” noted Pinheiro, a partner at Auge and head of the technology team at Stage Consulting. After managing technology and data teams at global logistics companies, including Amazon, Ross Saario accepted an invitation to become Intelipost’s CEO in 2023, drawn by the breadth of Brazilian logistics market information the company had amassed. One of his first challenges at Intelipost was cleaning up its databases. “It took us nearly two years of investment in time, money and people to build the database we have today. This data cleanup marked the beginning of the company’s turnaround. Globally, large technology companies have data to support their decisions,” Saario said. In the mobility sector, a strategic approach to the data generated by the business was crucial to Rhino’s expansion, an app launched in 2023 that operates in São Paulo using only armored vehicles and its own team of drivers. Rhino has 400,000 individual customers, who account for 90% of its client base, and tripled net revenue in the first half of 2026 compared with the same period last year, according to CEO and co-founder Daniil Sergunin. The company entered the corporate segment this year and now serves clients including Banco Safra, Terminal BTG Pactual, Vivo, Azul and Genial Investimentos. Sergunin, who has a degree in business administration, said mathematics is in his DNA and takes pride in the strong foundation he acquired in the subject at schools in his native Russia. He lived in Europe for years before settling in São Paulo in 2020 to take a position at an agribusiness multinational. “In Brazil, I realized that many executives like me needed to travel safely and comfortably. I saw an opportunity to launch a company that could provide this service,” Sergunin said. “Analyzing the data from a statistical perspective was very important in determining an appropriate investment in the fleet for our customers.” During Rhino’s first year of operation, it tested 15 vehicle models with market values ranging from R$100,000 to R$500,000. Sergunin said the statistical results, based on several metrics—including conversion, satisfaction, and retention—showed no difference when the most expensive vehicle was used. Regardless of the model, Rhino operates exclusively with Level III-A armor, considered the highest level permitted for civilian use in Brazil. In Rhino’s case, statistical analysis showed that customer satisfaction and loyalty were not tied to higher-priced vehicle models. A strategic assessment of the metrics determined the amount invested and the company’s expansion plans. “It is very important to distinguish between genuine data intelligence and data that tells you nothing. Sometimes you have to wait months for the data to mature and provide enough information,” Sergunin said. Translation: Todd Harkin

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巴西物流数据商Intelipost转型智能平台,年增30%启示中资物流数字化 | China Brazil Insight