SHEIN's Latest Announcement: Over 10 Billion Yuan Investment in Smart Supply Chain System Over Next Three Years

[Ebrun Exclusive] February 24th news: At today's Guangdong High-Quality Development Conference, SHEIN founder and chairman Xu Yangtian made a rare public appearance and delivered a speech. He shared three key insights: Guangdong's comprehensive industrial ecosystem and first-class business environment enabled SHEIN's rapid growth; the deep integration of manufacturing and service industries shaped SHEIN's global business footprint; SHEIN will fulfill its social responsibility as a supply chain leader to fully support the high-quality global expansion of Guangdong's manufacturing sector. Finally, he announced that over the next three years, SHEIN will deeply participate in cross-border e-commerce plus industrial cluster pilot programs within Guangdong, continuously invest in supply chain empowerment and talent development, and allocate over 10 billion yuan to build SHEIN's smart supply chain system, jointly creating a world-class fashion industry cluster. Below is the full text of Xu Yangtian's speech: Respected Secretary Kunming, Governor Fanli, Minister Jinjun, distinguished leaders and fellow entrepreneurs, Happy New Year. Standing here today as a corporate representative, I am filled with gratitude and inspiration. Every step of SHEIN's growth has been nurtured by Guangdong's fertile soil. Since establishing our presence in Guangzhou in 2014, we have maintained rapid growth, achieving platform export volumes exceeding 100 billion yuan. Our sales span apparel, footwear, accessories, beauty products, and home goods, reaching over 160 countries and regions, making SHEIN a globally recognized fashion retailer. On behalf of SHEIN Group, I extend our sincere gratitude to all government leaders and partners who have cared for and supported us. I now share three insights from SHEIN's growth journey: First, Guangdong's complete industrial ecosystem and top-tier business environment enabled SHEIN's rapid growth. SHEIN's connection with Guangdong began with deep recognition of its industrial ecology. From garment factories in Panyu to logistics hubs in Baiyun, and the province-wide cross-border ecosystem, these form the core support for our small-batch quick-response model. We compress the cycle from design to product delivery to customers to just two to three weeks, reflecting the extreme efficiency of Guangdong's apparel supply chain and its international logistics system. What moves us even more is Guangdong's first-class business environment. SHEIN's achievements today owe much to the meticulous care of Guangdong's provincial and municipal party committees and governments, the guidance of Guangzhou's municipal party committee and government, and the precise support from departments like the Provincial and Municipal Commerce Bureaus and Customs. When we first arrived in Guangzhou, leaders at various levels proactively visited to help coordinate supply chain resources and implement support policies. This attentive service—non-intrusive yet always responsive—allowed us to operate freely and solidified our decision to establish SHEIN's supply chain headquarters in Guangzhou. Today, SHEIN collaborates with nearly 10,000 suppliers in Guangdong, driving employment for over 600,000 people in the province. Guangdong has truly become our fertile ground for development. Second, the deep integration of manufacturing and services shaped SHEIN's global business footprint. Leveraging cross-border e-commerce as a new model and digitalization as the link, SHEIN seamlessly embeds user demand insights, supply chain responses, and global service networks into the entire manufacturing chain, continuously exploring new paths for integrated manufacturing-service development. On the manufacturing side, demand has become the core engine driving production. Under the small-batch quick-response model, we use technology and digital tools to grasp global fashion trends, predict industry trends, and translate fragmented market demands into frontline production instructions. On the service side, we deeply integrate cross-border logistics and localized operations with manufacturing processes, using real-time sales data to guide factories in on-demand production allocation, dynamically adjusting logistics delivery and task distribution across the chain. User needs and feedback directly trigger factory replenishment orders or style optimizations, driving manufacturing upgrades in reverse. It is precisely this deep integration—where manufacturing blends into services and services drive manufacturing—that has allowed SHEIN to build a dual moat of speed and precision, growing into a leading enterprise in the global fashion industry. Third, fulfilling the social responsibility of a supply chain leader, SHEIN will fully support the high-quality global expansion of Guangdong's manufacturing sector. We have always regarded serving the high-quality development of Guangdong's manufacturing as our core mission. SHEIN's digital factory tools are fully open across the chain, helping factories achieve information transparency and refined management. We have built smart supply chain networks in Guangzhou, Foshan, Zhaoqing, Jiangmen, and other locations, driving development in warehousing and logistics-related industries. We established the Garment Manufacturing Innovation Center, creating a shared training base for industry-education evaluation in Guangdong. By 2025, we will conduct nearly 600 training sessions, covering 37,000 supplier personnel, strengthening the talent foundation for high-quality industry development. Looking ahead, SHEIN's commitment as a supply chain leader will grow even stronger. Since launching the High-Quality Industrial Belt Global Expansion Plan, Guangdong has become the platform's demonstration province for industrial belt expansion, achieving full coverage across all 21 prefecture-level cities by 2024. Over the next three years, we will deeply participate in "cross-border e-commerce + industrial belt" pilot programs within Guangdong, enabling more small and medium-sized factories to benefit from cross-border e-commerce while helping Guangdong products reach global markets steadily and sustainably. We will continue investing in supply chain empowerment and talent development, further advancing the digital transformation of traditional manufacturing while supplying more versatile talent to the Greater Bay Area. We will remain rooted in Guangdong, investing over 10 billion yuan to build SHEIN's smart supply chain system and jointly create a world-class fashion industry cluster. Distinguished leaders and colleagues, Guangdong is SHEIN's root and our starting point for struggle. We firmly believe that in the wave of Guangdong's high-quality development, SHEIN can work with this fertile land to make "Made in Guangdong with Intelligence" a new benchmark in the global fashion industry. Thank you. Ebrun will continue tracking this development. To learn more about related information, please scan the QR code to follow the author's WeChat.