S6E31｜当全球供应链「掉链子」 - What's Next｜科技早知道

What this episode covers

疫情危机之后，全球供应链的底层逻辑变了吗？在 2021 年的金秋，全球各航线的集装箱价格曾屡次冲击上万美元的历史高点；大洋彼岸的消费者因为买不到圣诞礼物，在 TikTok 、Youtube 上传了大量广为流传的吐槽视频；全球化的供应链生态体系，开始频繁地与「危机」一词挂钩。到了今年，更多的问题，则围绕着供应链的生产与制作环节展开，比如供应链真的会转移到成本更低的东南亚区域吗？还是选择走向离未来消费者更近的地方？回顾过去五年，在出海人的第一视角里，供应链的每一次重大调整，都指向一个明确目标，那就是「对最坏的结果，做最好的打算」。本期人物 Richer，大观资本北美负责人，「科技早知道」主播 Peter Miao ，H&H Sports 合伙人主要话题 [01:46] 从去年到今年，全球供应链确实有新变化 [11:19] 供应链会向北美转移？ [18:40] 越南并非一定是供应链的理想地点，寸土寸金的日本是高附加值产品的生产地 [25:39] 赞助全球体育赛事和顶级选手，是打造全球化品牌的一部分 [29:13] 供应链如果掉链子，怎么办？延伸阅读往期节目：S5E30｜压垮全球供应链的最后一根稻草在哪里上海航运交易所集装箱价格的参考网站：中国出口集装箱运价指数纽约联储全球供应链压力指数的参考网站：Federal Reserve Bank of New York, Global Supply Chain Pressure Index 华尔街日报关于全球供应链变化的纪录片：(Why Global Supply Chains May Never Be the Same) MXGP（Motocross World Championship）赛事：中文全称世界摩托车越野锦标赛，是全球级别最高的越野摩托车比赛，首次举办的时间可追溯至 1957 年，2019 年首次登录中国，对谈中 Peter 所提到选手 Tim Gajser 就是在 2019 年中国上海站夺得 MXGP 组别年度总冠军。使用音乐 Rubik's Cube-Gunnar Johnsén Atomic Numbers 1-August Wilhelmsson 幕后制作监制：刘灿、信宇后期：幸倍、Luke 运营：陈太太封面设计：饭团关于节目原「硅谷早知道」，全新改版后为「What's Next｜科技早知道」。放眼全球，聚焦科技发展，关注商业格局变化。欢迎加入声动胡同会员计划订阅方式：国内支付渠道（年付）国外支付渠道（月付）「声动胡同」是以声动活泼北京办公室所在的前永康胡同为灵感，为喜欢我们的听众打造的一款社区产品。我们希望在这样的社区里，能让有价值共识的年轻人们在此获得更多源源不断的思考养料，彼此支持和成长。如果你加入成为我们的街坊，将获得以下与我们保持更亲密连接的机会：每周三封 newsletter 形式的「胡同来信」，获得更多节目之外的信息与故事。胡同来信试读：「教主来信｜像记账一样，记下你花出去的时间」每季度举办一场线上或线下活动，例如已举办了三期的「露天演讲台」、「胡同里的清醒梦」快闪活动。你也可以在邮件中和我们讨论或询问任何事，我们都会一一邮件回复。关于声动活泼「用声音碰撞世界」，声动活泼致力于为人们提供源源不断的思考养料。我们还有这些播客：声东击西、What's Next｜科技早知道、声动早咖啡、商业WHY酱、跳进兔子洞、反潮流俱乐部、泡腾 VC 如果你想获取热门节目文字稿，请添加微信公众号声动活泼如果想与我们交流，欢迎到即刻找到我们也期待你给我们写邮件交流，邮箱地址是：[email protected] 如果你喜欢我们的节目，欢迎打赏支持，或把我们的节目推荐给朋友 Special Guest: Peter Miao.

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Frequently Asked Questions

How long is this episode of What's Next｜科技早知道?

This episode is 38 minutes long.

When was this What's Next｜科技早知道 episode published?

This episode was published on September 14, 2022.

What is this episode about?

疫情危机之后，全球供应链的底层逻辑变了吗？在 2021 年的金秋，全球各航线的集装箱价格曾屡次冲击上万美元的历史高点；大洋彼岸的消费者因为买不到圣诞礼物，在 TikTok 、Youtube...

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