重新理解SHEIN：一个绝对的长板和供给升级方法论

Core Viewpoint - SHEIN's core capability lies not in sales but in its supply chain integration ability and methodology [1] Group 1: Supply Chain Integration - Before 2015, flexible supply chains were attempted by various companies in China's apparel industry but failed to succeed [2] - SHEIN stands out as a unique player, focusing on supply chain upgrades over quick market strategies [5] - Supply chain transformation is a slow process, often yielding minimal visible results [3] Group 2: Market Demand and Digitalization - SHEIN's approach is driven by market demand, emphasizing the importance of connecting directly with supply chain sources [7] - The company has established a digital supply chain system that allows for real-time, precise responses to market needs [11] - This system addresses three core issues: efficient low-cost rapid product launches, maximizing sales opportunities through small batch production, and achieving low or zero inventory [12] Group 3: Empowering Factories - SHEIN's digital tools have transformed factories, enabling them to sell over 1 million units of a single product and significantly increase production value [16] - The company has helped factories reduce inventory rates to single digits, compared to the industry average of 30% [17] - SHEIN's initiatives have led to a significant transformation in traditional garment factories, enhancing their market competitiveness [18] Group 4: Technological Innovation - SHEIN's success is not merely due to its "small batch quick response" model but also its technological and product innovations [22] - The company has developed over 170 tools and devices, obtaining more than 25 patents, to enhance production efficiency and quality [28] - SHEIN's innovations have improved production efficiency by up to 80% in various processes [31] Group 5: Training and Standardization - SHEIN emphasizes talent development and standardized process management as key components of its supply chain technology transfer [33] - The company has conducted nearly 1,400 training sessions for suppliers, enhancing their operational efficiency [37] - Targeted training programs have addressed specific challenges faced by factories, leading to significant improvements in production capacity [40] Group 6: Green Innovation - SHEIN's supply chain reforms are rooted in green technology innovation, aiming for a more efficient and low-carbon manufacturing process [47] - The company has implemented water-saving technologies, saving approximately 1.13 million tons of water [49] - SHEIN's investments in renewable energy have resulted in significant reductions in carbon emissions, equivalent to the annual electricity consumption of thousands of households [53] Group 7: Long-term Impact - SHEIN's supply chain integration capabilities have led to systemic evolution across the entire industry, addressing core challenges of cost reduction and efficiency enhancement [56] - The company has launched initiatives to support the transformation of manufacturing enterprises, contributing to the emergence of new cross-border brands [58]