不过这个结果并非一蹴而就，更像是一部产业链与链主企业相互成就，前者孕育托举后者、 后者改造重塑前者的进化史。 以服装产业为例，中国的供应链确实庞大，但是能够把这条供应链真正挖掘出来，赋能转化 为平台级竞争力的，SHEIN是典型代表。 一位长期研究供应链的业内观察人士指出，SHEIN坚持在时尚领域把服装产业链往深耕里去 做，能够把服装这种消费品产业做成科技、需求驱动的敏捷型供应链，产业互联网之下，庞 大的工厂、工人拥有极高效率，彻底实现数字化、柔性化，这是很了不起的。 广州一家老牌服装制造厂掌舵人谢双涛说，SHEIN手把手将他这个"大老粗"的传统工厂，改 造成了精益化、数字化的现代企业，年轻人也开始愿意在这里寻找职业确定性。 这样的案例，还有无数个。 文/宁苍洱 全球化新格局之下，中国供应链的不可替代性，植根于其强大的产业集群效应、柔性定制能力以及技术 与人才储备的深厚积淀。 在广州、中山制衣厂，在虎门服装产业集群，在佛山印染产业带……SHEIN的"数字化+绿色 化+差异化"强大赋能体系，贯穿了全产业链，供应商、供应商的供应商、合作伙伴、合作伙 伴的合作伙伴、客户、客户的客户……推动了更大范围的产业协同，形成了 ...

Core Viewpoint - Shein is transforming the garment manufacturing industry through digitalization, lean production methods, and sustainability initiatives, significantly enhancing efficiency and reducing waste across its supply chain [1][2][3]. Group 1: Factory Transformation - Shein has invested 500 million yuan over five years to empower suppliers, aiding over 200 factories and improving more than 500,000 square meters of production space [2]. - The company utilizes digital tools to streamline production processes, reducing reliance on manual tracking and improving inventory management [8][9]. - Shein's digitalization efforts have helped maintain a low inventory rate of single digits, compared to the industry average of 30% [8]. Group 2: Technological Innovation - Shein has adopted digital heat transfer printing technology, which is water-efficient and has saved 1.13 million tons of water, equivalent to 2.26 billion 500ml bottles [3][15]. - The company is promoting the use of renewable energy solutions, such as rooftop solar panels, and has plans to reduce carbon emissions significantly by 2050 [4][18]. Group 3: Employee Welfare and Training - Shein has established "Children's Homes" to provide free childcare for employees' children, serving nearly 55,000 visits [12]. - The company has conducted over 485 training sessions, covering more than 20,000 participants, to enhance skills and knowledge in the supply chain [14]. Group 4: Supply Chain Expansion - Shein's supply chain investments in Guangdong are aimed at supporting global sales and enhancing competitiveness, with significant projects underway in Zhaoqing and Guangzhou [20]. - The company is facilitating international market access for local products through its platform, covering over 300 cities and planning more than 150 industry connection activities by 2025 [19]. Group 5: Industry Impact - Shein's approach to factory upgrades and employee welfare is changing perceptions among factory owners, leading to a willingness to invest in improvements based on Shein's standards [13]. - The company's influence is expected to extend throughout the industry, promoting cost reduction, efficiency, and sustainability practices [20].

文丨Freeman 今年1月，海外TikTok难民意外涌进小红书，48小时的时间里，平台单是美国本土创作者数量就新增了70万，这也是历史上中国与海外年轻一代的 互联网用户，打破物理限制首次在社交媒体上进行大规模交流。 除了常见的文化差异，关于生活方式的很多信息差讨论声量也很大，比如美国网友惊讶于中国人普遍不认识SHEIN，而这家公司在美国即使谈不 上家喻户晓，也是年轻时尚消费圈里当之无愧的中流砥柱。 2011年，美国经济学家皮厄特拉·里佛利写出《一件T恤的全球经济之旅》，适逢经济全球化进程如火如荼，地球村的概念成为了世界共识，《一 件T恤的全球经济之旅》向人们揭示了一件再普通不过的消费品，背后的生产链条也可以是千丝万缕的，以至于一度改写了很多国家、地区的产 业面貌。 作为近些年始终在全球各市场入榜最受欢迎的时尚品牌，也是中国出海最成功企业之一的SHEIN，它在中国低调、隐形的特征源于「幕后」的角 色定位，也就是SHEIN这些年虽然不断通过中国供应体系的优势辐射到全球时尚产业，但这些动作，多数情况下是难以被大众感知的。 直到SHEIN带来的影响，渗透到了全球时尚零售乃至电商领域足够深的位置，人们方才后知后觉：根 ...

Core Insights - SHEIN has surpassed Walmart and Nike to become a leading online fashion e-commerce platform, driven by its digital on-demand flexible supply chain and continuous platform upgrades for dual-engine development [1][2] - The "on-demand fashion" model reduces waste and meets diverse consumer needs, representing a sustainable trend in the fashion industry [1][2] - The fashion sector accounts for 27% of global e-commerce demand, highlighting its significance [1] Group 1: Business Model and Strategy - SHEIN's on-demand model allows for small batch production based on initial sales, enabling quick responses to market trends [2] - The company has deepened its platform model in 2023, allowing more global third-party merchants to sell on its platform, enhancing consumer choices [2] - SHEIN is pioneering the "cross-border e-commerce + industrial belt" model, launching a plan to support quality industrial belts and brands in entering international markets [2] Group 2: Investment and Technological Innovation - SHEIN is investing over 10 billion yuan in an integrated smart supply chain centered in Guangzhou, focusing on the "on-demand fashion" flexible supply chain system [3][4] - The company has empowered garment factories to undergo digital transformation, improving efficiency across the entire production chain [3] - SHEIN has established a Fashion Manufacturing Innovation Research Center, investing 170 million yuan to explore cutting-edge manufacturing technologies and enhance supplier capabilities [4] Group 3: Infrastructure and Future Prospects - The Xi Yin Bay Area Supply Chain Project in Guangzhou has a total investment of over 10 billion yuan, aiming to build a global delivery center that supports SHEIN's global sales [4] - Once fully operational, the project is expected to achieve an annual export value exceeding 100 billion yuan and attract around 100,000 industry talents [4]