在全球时尚电商赛道加速分化的当下，行业正经历一场深刻转型。据数据分析平台Similarweb最新数据 显示，2025年6月至8月，SHEIN稳居全球时尚与服饰类网站榜首，并成为前五大品牌中唯一实现访问量 环比增长的平台。与此同时，GlobalData在《2025年全球零售市场的赢家和输家》报告中指出，以 SHEIN和亚马逊为代表的高便利性零售商将持续扩大市场份额，成为全球零售变革中的核心赢家。 这些项目集成智能分拣、订单分拨、智能制造等功能，打造高效、低碳、柔性的现代物流枢纽。 更重要的是，在自主品牌基础上，SHEIN正将自身柔性供应链能力复制到平台生态。依托"跨境电商+产 业带"战略，平台已连接全国近400个城市产业带，计划2025年开展150余场对接活动，并推出"爆单计 划"，投入百亿级流量与工具扶持全品类跨境商家。通过上门培训、专场招商、数字化赋能等方式，助 力传统制造企业精准对接全球消费趋势，实现高质量出海。 正如一位合作厂商所言："SHEIN和我之前接触过的外贸品牌都不一样，它跟厂家是互惠互利的关 系。"这种共生共赢的逻辑，正是SHEIN持续增长的核心密码——不做零和博弈，而是做大产业蛋糕， 让每个 ...

Group 1: Financial Performance - The company's overall gross margin for Q3 is 37.17%, an increase of 0.66% compared to the same period last year [1] - The sales of NAS products have shown good growth in the first three quarters, with a significant market presence during the 618 shopping festival, achieving sales and volume leadership on major platforms [1] Group 2: Product Quality and Safety - The company has established a comprehensive quality management system that covers the entire product lifecycle, emphasizing user safety and product quality as vital [2] - Strict quality control and continuous optimization mechanisms are in place to ensure high-quality and reliable products for consumers [2] Group 3: Organizational Development and Talent Acquisition - Significant progress has been made in organizational and talent development, enhancing the company's appeal to top graduates and specialized professionals [2] - The company employs a talent-centric strategy, which has become a key driver for sustainable growth [2] Group 4: Production and Supply Chain - The company has built a differentiated competitive advantage through independent research and development, implementing a dual-driven supply chain model of "outsourced finished product procurement + self-production" [2] - Currently, self-production accounts for over 20%, while outsourced production constitutes over 70% of the total production [2]

Group 1: Financial Performance - In the first half of the year, Tmall's revenue reached 425 million CNY, accounting for 11.01% of the main business revenue [1] - JD's revenue amounted to 513 million CNY, representing 13.30% of the main business revenue [1] Group 2: International Expansion - The company has established localized service subsidiaries and offices in key markets including Hong Kong, the USA, and Germany [2] - The company aims to attract international management talents and outstanding sales personnel to support overseas business development [2] Group 3: Development History - The company was founded in 2012 and began its brand development by entering major domestic e-commerce platforms [2] - From 2013 to 2015, the company expanded globally by entering international e-commerce platforms like Amazon and AliExpress, while also building a distribution network [2] - Between 2016 and 2019, the company upgraded its R&D and design capabilities, establishing a leading supply chain system [2] - From 2020 to 2023, the company focused on brand localization and technological innovation, achieving industry leadership in products like NAS private cloud and GaN chargers [2] Group 4: Product Pricing and Production - The price range for NAS products starts from around 1,000 CNY to several thousand CNY, catering to diverse user needs [3] - The company operates a dual-driven supply chain system with approximately 20% of production being in-house and about 70% outsourced [4] Group 5: Audio-Video Product Highlights - The audio-video product line includes headphones, microphones, and various audio cables, with new headphone models launched to meet diverse user demands [4] - Notable new products include the T6s headphones with deep noise cancellation and high sound quality, and the HiTuneMax6 headphones featuring AI real-time translation capabilities [4]