Warm Winter Good Thing Award
In 2017, when the financial writer Wu Xiaobo's new book "Thirty Years of Turbulence" was almost finished, he asked the well-known economist Zhou Qiren for the title of the book, and Zhou Qiren said four words: "The water is big and the fish is big". Wu Xiaobo felt that this was exactly the title he was looking for, so he used "Big Water, Big Fish" as the subtitle of the book.
What Zhou Qiren means is that benefiting from globalization and urbanization, China's economy has turned from a trickle to a great river and sea in the past 30 years, giving birth to countless "big fish", and the direct result is that the proportion of Chinese enterprises in the world's top 500 companies has increased.
China's economy needs "big water and big fish", and it needs "big water and many fish", a large number of small and medium-sized micro enterprises, individual industrial and commercial households, they are the "big accommodator" of employment, providing 85% of urban jobs, supporting 4400 million urban employees, nearly 2900 million migrant workers are employed.
"Big water and big fish" represents strength, "big water and many fish" represent resilience, and ecological prosperity is inseparable from species diversity. The bottom of China's manufacturing is small and medium-sized enterprises, individual industrial and commercial households, "small fish" converge into a cluster into an industrial belt, an industrial belt is often a town, a township, a county, a city of economic support.
Since the beginning of winter this year, it has experienced three cold waves, the latest cold wave, the front has reached Guangzhou, driving the sales of warm winter products, Chengdu, Guizhou, Hebei, Jiangsu, Shandong and other electric blanket industry belts have begun to work overtime to ensure that the national and global electric blankets **.
The warmth of the Europeans, the blankets of the Chinese. In 2022, there will be a shortage of energy in Europe and the warm winter will disappear, and China's electric blanket will open up a new world for Europeans, because of its good warmth effect, good quality and low price, and good efficacy, it has become a fragrant bait. In July 2022 alone, the EU imported 1.3 million electric blankets from China.
In addition to categories such as electric blankets and sports, categories such as thermos cups, scouring pads, ceramics, and hats can also organize resources around the region to form an industrial belt, such as Qingdao Pingdu City, which is a famous false eyelash industrial belt in China.
With the help of cross-border e-commerce, "small fish" follow "big fish" to go to sea, and the unique landscape of China's manufacturing industry in the past two years has added new vitality to China's economy and formed a new situation of "ecological prosperity" in China's manufacturing industry. At the national level, there are also high hopes for the future development of cross-border e-commerce. The "Opinions on Promoting the Stable Scale and Optimal Structure of Foreign Trade" issued in April this year clearly stated that "promote the healthy, sustainable and innovative development of cross-border e-commerce" and "actively develop the 'cross-border e-commerce + industrial belt' model to drive cross-border e-commerce enterprise-to-enterprise exports".
Since the launch of the Duoduo Overseas Support Program in September 2022, Duoduo Cross-border has penetrated into more than 100 manufacturing industrial belts in Guangdong, Zhejiang, Shandong, Anhui and other places, and promoted high-quality manufacturing products to enter more than 40 countries and regions such as North America, Australia, Europe, and Asia.
Made in China, sold globally, this is a new opportunity for Chinese manufacturing, the water is bigger, more fish, this is a new situation that is being formed in China, and the result is "ecological prosperity". Only with ecological prosperity can we achieve the goal of "becoming bigger and stronger".
Division of labor + scale: industrial belt "amplifier".
British economist and philosopher Adam Smith repeatedly emphasized in "The Wealth of Nations" that "the division of labor brings efficiency, and scale brings demand", and a cold wave caused by the Siberian cold vortex vividly presents the "division of labor" and "scale" of China's manufacturing industry in the Internet era.
Sun Han, who just opened a store on the e-commerce platform in September this year to sell military coats, has been busy and crazy in the past few days, and orders have been flying like snowflakes, inspecting, evacuating, compressing, packing, and shipping ......, the original line, a new line was added in November, the manpower was doubled, and the two lines were busy flying, but they were still too busy.
During the first wave of cold wave this year, Yang Yu's foot warmers dominated the sales list in the e-commerce 10,000-person group activity. His foot warmer is wrapped in a full dimension, so that the heating will not be lost from the heel, and the advantage of quality and price makes this foot warmer sell 50,000 pieces on the day of "Double 11".
Ya Shou *** main product is cotton pajamas, this year's "double 11" before and after the first wave of cold wave, the boss Li Bo prepared thousands of sets of products for each style, 12 several models of daily sales of nearly 10,000 sets, out of stock all of a sudden, many products out of four yards three yards are out of stock.
The factory worked overtime overnight, and the other orders were put aside first, and they worked overtime until one o'clock in the morning, and finally completed the delivery on time. Fortunately, the company is an old brother who has worked together for many years, busy and busy, and rarely emotional. Li Bo accompanied him to work overtime, and asked the factory's canteen master to work overtime to cook soup and rice for front-line workers.
So far, this winter's big cold wave has experienced three times, each cold wave, similar to Sun Han, Li Bo, Yang Yu and other tens of thousands, on the e-commerce platform to provide warm winter products merchants have to repeat the above experience, and then for the next round of cold wave to stock up, to ensure the warm winter.
According to Adam Smith's logic, for merchants on the platform, the value provided by the e-commerce platform is the "division of labor" and "scale", the "division of labor" on the supply side and the "scale" of the consumption side, and the ability of the Internet platform comes from the integration of innovative technologies such as cloud computing, big data, AI, and the Internet.
From the perspective of the "scale" of the consumer side, the number of annual active buyers on China's top e-commerce platforms has approached 1 billion, and from the perspective of active users of the app, according to Questmobile statistics, the average daily DAU of Pinduoduo in July 2023 is about 30.7 billion, monthly active users of about 65.6 billion. "Double 11" is a big promotion is the moment when traffic emerges, and this year's "Double 11", the scale of Pinduoduo's 10 billion subsidized users exceeded 6200 million. On the consumer side of the e-commerce platform, there are not only domestic users, but also global users, and cross-border e-commerce platforms such as Temu have been operating in hundreds of countries.
From the supply side of the "division of labor" effect is more obvious, in the previous manufacturing industry, Sun Han such a college graduate entrepreneurship, it is unimaginable that the business can take off in just a few months, in addition to the flow support of the e-commerce platform, more important is from the supply side of the production capacity support.
At present, the military coats sold are black, army green and bright, a total of six styles, there are.
Five or six manufacturers are responsible for production. "Standing behind Sun Han is.
Five or six factories, the history of these factories is as little as ten years, more than decades, and they are older than Sun Han.
In the eyes of the factory boss, Sun Han is still a child, how did he gain trust?Because the orders on the internet platform are real. From getting the order on the e-commerce platform to placing the order at the factory, a seamlessly coupled chain of trust is established.
In addition to producing for itself, Yashou *** also OEM for other manufacturers, producing for itself in the peak season, producing external orders in the off-season, giving priority to themselves, and taking into account the outside. Yang Yu's foot warmers come from outside businesses, and there are many foot warmers manufacturers in Zhongshan, Guangdong, where he is located.
At present, among the merchants of the e-commerce platform, many factories like Li Bo that integrate "industry and trade", the e-commerce platform has activated and amplified their production capacity. Wearing cotton pajamas for the winter is a Xi of Hunan people, known as the "provincial clothes" of Hunan Province. This winter, the "provincial service" is all over the Internet, and Li Bo is "making money".
In addition to the Chinese market, with the success of cross-border e-commerce, e-commerce platforms have become a platform for global sales of Made in China. As of the end of the third quarter, Duoduo Cross-border has penetrated into more than 100 manufacturing industrial belts in Guangdong, Zhejiang, Shandong, Anhui and other places to promote high-quality manufacturing products to go overseas.
As Adam Smith's logic, the "division of labor + scale" on the e-commerce platform is activating and amplifying China's manufacturing industry and becoming an amplifier of manufacturing. According to the analysis of experts, with the contribution of e-commerce platforms such as Temu, China will continue to maintain its position as the world's factory.
Cost reduction + efficiency increase: manufacturing "accelerator".
Over the past 40 years, China has become a global No. 1 in many fields1. The two most important no1 is the Internet and manufacturing, in the next 40 years, China's biggest opportunity is "Internet + manufacturing", which is also the industrial Internet, Internet + proposed by the background of the times and historical context.
Li Wenhai is a second generation of the factory, his parents in the factory in Rizhao, Shandong Province to produce hats, he graduated to Yiwu to start a business, established a team of more than 30 people, style design is one of the focus of the team's work. Every week, the team will launch more than 10 designs, send them to the Shandong factory for production, and launch TEMU for testing. Last winter, he designed a "tugging hat" with two small balls of yarn on top of the cotton hat. For this one model, more than 100,000 orders were sold overseas in a month. Many overseas users also dismantle the wool balls and sew them on shoes to make "second creations" and share them on overseas social **.
Duoduo cross-border provides merchants with "full custody mode" service, merchants will send the applied goods to the Guangzhou warehouse of Duoduo cross-border, and after quality inspection, they will be put on the shelves for sales testing, and the platform and merchants will judge whether to continue to invest in this product and stock up a large number of goods according to the data.
Based on the full custody model, the platform provides merchants with one-stop services including ** drainage, cross-border logistics, legal affairs, intellectual property rights, etc., and the manufacturing plant only needs to do a good job in quality and production. On the basis of division of labor + scale, to achieve cost reduction and efficiency increase, the "full custody model" is the "accelerator" of the manufacturing industry.
The speed of information dissemination, information in the agricultural era is transmitted by manpower and animal power, measured at 10 kilometers per hour, the speed is about 3 meters per second, in the industrial age, trains, automobiles, and airplanes have replaced manpower and animal power, and in the industrial age, the speed is about 300 meters and seconds in terms of 1,000 kilometers per hour (such as airplanes), and in the electronic age, information is transmitted at the speed of light, with a speed of 300,000 kilometers per second, that is, 300 million meters per second, from the perspective of the speed of information transmission, the information age is 100 million times that of the agricultural age and 1 million times that of the industrial age.
In the field of division of labor and collaboration, information acceleration will bring two results, reduce costs and improve efficiency, the essence of business innovation is the competition between cost and efficiency, the ratio of efficiency and cost to increase by single digits, advanced companies to defeat backward companies, increase by ten digits, the entire industry will be subverted.
What if it is increased to 100 times?All industries will be redone. Human society has moved from an agricultural society to an industrial society, and all human industries have been redone. The reality we face today is that humanity is moving from an industrial society to an information society at a million-fold rate.
The direct result of information acceleration is efficient collaboration, without which there is no division of labor, and efficient collaboration brings about a more detailed industrial division of labor. For China's manufacturing industry, the value provided by the e-commerce platform is the ability to refine and cooperate efficiently in the division of labor.
Globally, e-commerce has become the most important infrastructure, with China leading the world in terms of online penetration, maintaining around 30% and the United States at about 19%. After the epidemic, Temu and other platforms have conquered cities around the world, and the reason is that China's e-commerce is leading the world.
For merchants on the platform, its design, R&D, production, chain management, channels, and brand marketing are all completed based on the platform. Users go from offline to online, and the channel effect of the platform is well known to consumers. What is not well-known to consumers is that the platform data is the decision-making support for the supply side: the style, color, geographical distribution, sales volume that consumers like, which may become popular models, etc., is a black box for merchants;For the platform, based on powerful data collection capabilities and algorithms, these data are presented in real time and at a glance.
The platform is also a platform for "supply and consumption" interaction. In September this year, a user left a message in **, "It's not that you can't afford a down jacket. Sun Han replied, "It's that the military coat is more cost-effective." The user leaves a message "Princess, please order" or "Prince, please order". Soon such conversations became cut-outs on popular networks.
Under the traditional foreign trade model, Liu Wenhai's parents' factory only earns five cents a hat, and through Duoduo cross-border, the net profit of his store has reached about 30%.
According to the data, the proportion of China's cross-border e-commerce goods import and export in the overall foreign trade has risen from less than 1% five years ago to about 5%. The "Four Little Tigers", including TEMU, dominate the top list of the overseas application market and are deeply integrated into the world economy.
Based on 1 billion users, the Internet platform of cloud computing, big data, and AI is becoming an ecology of "big water and many fish", and countless entrepreneurs such as Sun Han, Li Bo, and Yang Yu are starting from "one person, one factory, one product, and one technology" to participate in the competition and competition in the global market.
Low price + simplicity: looking for "reasonable value in the world".
Affected by the epidemic and the downturn of the world economy, the overall performance of global foreign trade enterprises has been sluggish in the past period. Since 2022, the rise of Chinese cross-border e-commerce platforms such as Duoduo Cross-border overseas is setting off a wave of recovery.
Customs data shows that in the first half of this year, China's cross-border e-commerce import and export volume reached 11 trillion yuan, a year-on-year increase of 16%. Among them, exports were 821 billion yuan, an increase of 199%。
At present, only in the U.S. market, the number of SKUs launched on the Duoduo cross-border platform has more than 2 million varieties, and it is expected to reach 4 million categories this year, covering all categories except food and daily chemicals, penetrating into more than 100 domestic industrial belts, and helping more than 10,000 factories to successfully go overseas.
At present, Duoduo cross-border exports more than 300,000 parcels per day, with an average daily cargo weight of about 500 tons. According to Liu Wenhai, in the first winter of joining the Duoduo cross-border platform last year, their baseball caps sold more than 10,000 orders a day, and now the order volume continues to grow.
In addition to low-cost and high-quality goods, the driving factors behind "Made in China, Sold Globally" are also the transformation of global consumer values, a kind of "plain", or from "simplicity"."New values and aesthetics are born. A new kind of "world fair value" is sweeping the world.
In "The Fourth Consumption Era", Miura Exhibition calls this phenomenon the transition from the "Third Consumption Era" to the "Fourth Consumption Era": consumers no longer pursue individualization and class differences, consumption returns to the practical essence, pursues simplicity and simplicity on the basis of cost performance, and seeks "reasonable value in the world".
In Japan, in the third era of consumption, whether you buy Rei Kawakubo at parc0 in Shibuya or Burberry at Tokyu Toyoko, it shows not a difference in income, but a difference in emotion. Third, consumers in the era of consumption want the "emotional gap", not the essence of practicality.
In the third consumption era, the difference in consumption between classes is becoming more and more obvious, and people who wear Kawakubo Rei don't look down on those who wear Burberry, and those who wear Burberry think that those who wear Kawakubo Rei are ridiculous. This situation is commonplace, and the two do not care about each other, often needle-to-needle.
The Crossing called this phenomenon the fashionable "maggot canization" (maggot jar: a jar for catching octopus) (February 1981), and the sociologist Shinji Miyadai later referred to it as "micro-cosmology", and the two meanings are roughly the same.
The Fourth Age of Consumption is a summary of the changes in consumption since the Meiji Restoration in Japan, and it is also applicable to Chinese consumers and even global consumers. In the past 40 years, the global economy has developed rapidly, not only in Tokyo, but also in Beijing to Shanghai, from New York to London, all of whom live in a "small universe".
3 11 East Japan Dai** is a turning point in Japanese society, looking at the houses and cars swept away by the waves, many Japanese people feel how much risk and emptiness is involved in the extravagant and corrupt life, and the whole of Japan is accelerating into the "fourth consumption era".
The "Fourth Consumption Era" is the result of the "Fourth Consumption Era" in which even high-income people, or even high-income people, like to buy affordable Uniqlo or Muji with a simple design.
From the beginning of 2020 and the end of 2023, the pandemic is a turning point for the global community, from Beijing to Shanghai, from New York to London, people around the world have felt how much risk and emptiness a life of luxury and corruption contains, and began to be simple and simple, liberating themselves from the "small universe".
Temu's "Four Little Dragons Going to Sea" dominates the overseas application market ** list is the result of the world's acceleration into the "fourth consumption era", and they are the global enlarged version of Uniqlo and Muji in the Internet era.