尽管前景广阔，区块链在云仓的大规模应用仍面临挑战，包括技术性能（如交易处理速度）、跨组织数据 协同的积极性以及相关标准的缺失。然而，作为构建未来"可信供应链"的基石技术，区块链与云仓的深度 融合，代表着供应链管理向更高水平的透明、安全和高效演进的方向。 此项技术能够有效构建多方协作的信任机制。传统的溯源系统多为中心化数据库，其数据真实性仍依赖于 单一机构的信用。而在区块链网络中，云仓运营商、品牌商、物流公司、监管部门等多个参与者共同维护 一个分布式账本。任何一方都无法单方面修改数据，极大地增强了信息的公信力。这可以有效杜绝供应链 中的假冒伪劣、信息不透明等问题，甚至在发生质量问题时，能够实现精准、快速的召回。 此外，基于区块链的智能合约可以与云仓操作联动，实现流程的自动化和可信化。例如，可以预设一个智 能合约：当区块链上记录的商品已成功出库并经由指定物流商签收时，自动向供应商触发付款指令。这减 少了人工审核和纠纷，提升了供应链的金融效率。 在供应链日益全球化和复杂化的今天，商品溯源信息的透明、可信与防篡改需求愈发迫切。区块链技术以 其分布式、不可篡改和可追溯的独特属性，与云仓结合，为构建可信的供应链溯源体系提 ...

记者丨何己派 编辑丨鄢子为 俞敏洪的一名前部下，正缔造一个全球性家居平台。 大健云仓 董事长吴雷，早年入职新东方，担纲在线业务负责人，其后，转战大件商品跨境B2B交易，获得巨大成功。 总部在苏州的大健云仓，其过去12个月的GMV（截至6月），已达到100亿元量级，其收入则达80亿元左右。 今年以来，全球贸易环境波动，吴雷团队同样受到冲击。 "二季度初，我们面临来自主要采购国关税上调的问题……前所未有的不确定，很快导致整个生态系统中断。"吴雷8月在业绩会透露。 生意遭遇波折，吴雷已率队加速开拓欧洲市场，其全球版图仍在持续扩张。 遭遇逆风 "大健云仓"，顾名思义，关乎两个概念"大件"和"云仓"。 吴雷琢磨的，是做好中间商，让家具、汽车配件等大件商品，高效流通。 其生意连接两头，一头是上游的Seller（卖家），即工厂/贸易商，拥有货权、不擅销售；一头是下游的Buyer（买家），即零售/批发渠道商， 其无需支付货柜成本。 跟小件相比，卖大件商品属于高风险、高投入的生意。其占地空间大，作业费用、仓储、尾程费用高，最怕库存积压，一旦滞销，风险和压力 倍增。 吴雷团队摸索出"供应链前置"的模式——供应商提前选款生产，把货 ...

Core Insights - The article discusses the growth and challenges faced by GigaCloud (大健云仓), a global home goods platform founded by former New Oriental executive Wu Lei, highlighting its recent market performance and strategic expansions [2][4][20]. Company Overview - GigaCloud's market capitalization has reached $1 billion, with its valuation doubling over the past five months [3]. - The company reported a GMV (Gross Merchandise Volume) of approximately 10 billion yuan and revenue of around 8 billion yuan over the past 12 months [5]. Market Challenges - The global trade environment has been volatile, impacting GigaCloud's operations, particularly due to increased tariffs from major sourcing countries [6]. - The company faced disruptions in its supply chain, with partners pausing shipments, which is expected to affect Q3 performance [12][13]. Strategic Expansion - Wu Lei is focusing on expanding GigaCloud's presence in the European market to counterbalance the challenges in the U.S. market [14][16]. - A new strategic warehouse in North Rhine-Westphalia, Germany, has been launched to enhance logistics capabilities across Europe [15][16]. Business Model - GigaCloud operates on two business models: 1P (direct sales) and 3P (platform services), with a growing emphasis on the 3P model, which has seen a 25% increase in active sellers [19]. - The company aims to increase its European business scale to match that of the U.S. market in the coming years [17]. Acquisition and Integration - GigaCloud acquired Noble House, a U.S. furniture company, for approximately $85 million, aiming to integrate its assets and improve profitability [21][22]. - The management has already optimized the product lineup by eliminating outdated SKUs and introducing new ones, with plans to stabilize the product mix by mid-2024 [23]. Financial Health - GigaCloud has zero debt and has maintained positive operating cash flow since its IPO, with $300 million in liquid assets as of June [25]. - The board has announced a share buyback plan of up to $111 million to bolster investor confidence amid ongoing trade fluctuations [26].

Core Viewpoint - The article discusses the impact of Typhoon "Haikashan" on the manufacturing sector in Dongguan, Guangdong, highlighting the measures taken by companies to mitigate production disruptions and maintain supply chain efficiency during extreme weather conditions [1]. Group 1: Company Responses to Typhoon - Dongguan's manufacturing companies implemented emergency measures, including halting production and coordinating logistics to minimize losses during the typhoon [1]. - Guangdong Juan Shu Technology Co., Ltd. managed to produce 3,000 AI Bluetooth earphones before the typhoon hit, ensuring timely delivery to the domestic market [3]. - The company has established sales channels on e-commerce platforms and is enhancing its cloud warehouse strategy to improve delivery efficiency during adverse weather [5]. Group 2: Coordination and Production Planning - Dongguan Kanda Toy Gifts Co., Ltd. prioritized employee safety while coordinating production plans to fulfill orders for the National Games and other domestic and foreign orders [7]. - The company communicated with e-commerce platforms to extend delivery deadlines to avoid penalties due to typhoon-related delays [9]. - Dongguan Tingyuxuan Clothing Co., Ltd. activated its emergency response mechanism, ensuring safety checks and preparing for production resumption post-typhoon [10][11].

Core Viewpoint - The super typhoon "Haikashan" poses significant challenges to the global supply chain, particularly affecting manufacturing operations in Dongguan, Guangdong, as companies implement emergency measures to mitigate production disruptions during the critical Christmas order season [1][2]. Group 1: Company Responses - Dongguan's manufacturing enterprises, including Guangdong Juan Shu Technology Co., are activating disaster response mechanisms, coordinating production schedules, and utilizing cloud warehouses to minimize losses from the typhoon [1][2]. - Juan Shu Technology, a prominent audio brand supplier, has developed new earphones for the domestic market and established sales channels on platforms like JD, Tmall, and Douyin, ensuring limited impact from the typhoon due to proactive production scheduling [2][3]. - The company has extended shipping times from 24 hours to 48 hours on e-commerce platforms to manage customer expectations during the typhoon, while also planning to establish cloud warehouses in major cities to enhance logistics efficiency [3]. Group 2: Industry Impact - Dongguan Kangda Toy Gift Co., a veteran in the toy industry, is prioritizing employee safety while managing production schedules for significant orders, including those for the National Games [4][5]. - The company has communicated with e-commerce platforms to delay delivery deadlines until after the typhoon, thereby avoiding penalties for late shipments [5]. - In the garment sector, Dongguan Tingyuxuan Clothing Co. has initiated emergency measures, ensuring safety checks and preparing for a brief production halt while maintaining communication with clients regarding delivery adjustments [6].

Group 1 - The company, Wushang Group, announced on August 6 that its Jiangtun membership stores currently support express delivery within a 5-kilometer radius of the stores [1] - The company plans to launch a citywide delivery function soon, which will be based on sales data and existing supermarket locations to build cloud warehouses to meet more membership service needs [1]