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SHEIN opens the New Year with a big move! Is the export road of textile and garment industry spring or bubble?
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SHEIN opens the New Year with a big move! Is the export road of textile and garment industry spring or bubble?

At the beginning of 2025, the global fashion retail giant SHEIN once again threw a "depth bomb" into the market.

On February 12, SHEIN officially announced the launch of the "explosive order plan", based on the research of consumer markets in more than 150 countries and regions around the world, the "explosive order plan" integrates dozens of consumption nodes in Europe, the United States, the Middle East, Japan and South Korea and other regions, forming a systematic overseas marketing plan. The core of the "explosive order plan" is to gain insight into the consumption trend of the global consumer market. This is also the biggest pain point and difficulty for cross-border businesses at present.

Since the market value exceeded 100 billion dollars in 2020, SHEIN, a rapidly rising enterprise with its "Small Order & Quick Response" model of flexible supply chain model, has released a big move at the beginning of the year. The rise of SHEIN model, like a strong storm, promotes the traditional textile enterprises to accelerate the digital process.

Spring of textile industry: China's textile export ushered in a new model of innovation

SHEIN's "Industrial Belt Direct Connection" program provides smes with a fast track to the global market. Foshan denim, Shaoxing fabric and other 23 industrial clusters, take this opportunity to be closely connected with the world. One of the beneficiaries is a garment factory in Dongguan, whose overseas orders soared from 12% to 89%, and its annual exports exceeded the 200 million yuan mark.

SHEIN's globalization strategy has also brought new development opportunities for the textile and garment industry. With the increasing competition in the domestic stock market, overseas markets have become the key for many textile and garment manufacturing enterprises to seek breakthroughs.

Bubble Shadows: Deep Worries beneath the carnival

However, the textile and garment industry's export road is not smooth sailing. At present, the global trade environment is complex and changeable, with various trade barriers and frictions emerging one after another.

In particular, the tariff policy of Western developed countries such as the United States on Chinese goods has brought no small pressure to the export of the textile and garment industry. As a result, the price advantage of Chinese textile and garment products in the international market has been weakened. This not only affects the profit margins of textile and garment companies, but also forces some companies to reconsider their global supply chain layout, and even shift production bases to other countries to avoid high tariffs.

Future vision: Finding a balance between disruption and being disrupted

SHEIN triggered not only a spurt of order growth, but also a wave of digital innovation in the textile industry. When "Made in China" turns into "Made in China", the essence of this change is the deep deconstruction and comprehensive reconstruction of traditional industries by the digital economy.

However, when it comes to enjoying the efficiency dividend, only companies can establish technology, costs and continuous innovation to avoid the bubble crisis after the party ends.

In terms of supply chain, SHEIN's successful experience has inspired other enterprises to pay attention to the integration and optimization of supply chain and improve the efficiency and flexibility of supply chain. This also provides a reference for China's cross-border e-commerce enterprises to go overseas, by accurately grasping the demand of the target market, strengthening brand building and compliance operations, is expected to make greater breakthroughs in the international market.

Spring has been strong, but through the economic cycle, we need not only speed, but also wisdom and vision beyond speed.


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