Sou Hu Cai Jing·2026-01-05 00:15Core Insights - The opening of the first North American store by Mixue Ice City in Hollywood, Los Angeles, symbolizes the entry of Chinese consumer brands into the global market with disruptive business models [1] - Mixue Ice City's pricing strategy, featuring ice cream at $1.19 and meal sets at $3.99, aims to create waves in the local tea beverage market, leveraging a highly integrated supply chain driven by China for profit maximization [1][3] - Faraday Future, led by Jia Yueting, has shifted its strategy from building an electric vehicle supply chain from scratch in the U.S. to a "China parts + U.S. assembly" model, mirroring Mixue's operational logic [1][8] Group 1: Mixue Ice City - Mixue Ice City has maintained a core strategy of "extreme cost performance" since its establishment in 1997, achieving profitability through centralized factories, standardized equipment, and comprehensive supply chain control [2] - Over 70% of Mixue's profits come from selling standardized consumables to franchisees, rather than beverage sales, allowing for low pricing in high-cost areas like Hollywood [3] - The core equipment and packaging materials are produced in China, significantly reducing costs compared to local alternatives, while the U.S. operations focus on light front-end functions [3][5] Group 2: Faraday Future - Jia Yueting's transition to a lighter asset model for Faraday Future reflects a realization of the high costs and inefficiencies of building a complete electric vehicle supply chain in the U.S. [8][10] - The new strategy involves using existing Chinese supply chains for core components, with final assembly and testing conducted in the U.S., significantly shortening development cycles [10][11] - This approach allows for competitive pricing in the mid-range electric vehicle market, with manufacturing costs projected around $35,000 per vehicle [10] Group 3: Comparative Analysis - Both Mixue Ice City and Faraday Future exhibit a similar operational model in the U.S., focusing on leveraging China's manufacturing efficiency as a competitive advantage [11] - This "reverse globalization" strategy minimizes initial investments and accelerates product launches while maintaining cost flexibility and mitigating geopolitical risks [11][12] - The success of Mixue Ice City and the strategic shift of Faraday Future highlight a broader evolution in the globalization path of Chinese enterprises, moving from mere manufacturing to becoming integral players in global supply chains [12][13]