广交会欧美买家激增：欧洲到会涨近40%，为何支票本全部合上｜
字幕摘录
| 时间 | 英文 | 中文 |
|---|---|---|
| 0:00 | Welcome to today's deep dive we have a really fascinating mystery for you today. | 欢迎来到今天的深度潜水 我们今天有个很迷人的谜题 |
| 0:04 | We really do it is a big one | 我们真的做它是一个大 |
| 0:07 | So thousands of American and European buyers just traveled across the globe, right? | 因此,成千上万的美国和欧洲买家 刚刚游遍全球,对不对? |
| 0:12 | They went to China's largest trade fair. | 他们去了中国最大的交易会 |
| 0:13 | It is called the Canton affair. | 这叫做坎顿事件。 |
| 0:15 | It's a massive event | 这是一个巨大的事件 |
| 0:16 | Yeah, and the exhibition floors were completely packed attendance from Europe alone was up nearly 40% Wow | 是啊,展览的地板 完全包装 从欧洲单独出席 将近40%的 哇 |
| 0:24 | You would think business was just booming, but there was one one massive problem | 你会觉得生意很兴旺 但有一个大问题 |
| 0:29 | Nobody was opening their wallets. | 没人打开钱包 |
| 0:30 | Exactly. | 没错 |
展开字幕全文（279 条）
| 序号 | 英文 | 中文 |
|---|---|---|
| 1 | Welcome to today's deep dive we have a really fascinating mystery for you today. | 欢迎来到今天的深度潜水 我们今天有个很迷人的谜题 |
| 2 | We really do it is a big one | 我们真的做它是一个大 |
| 3 | So thousands of American and European buyers just traveled across the globe, right? | 因此,成千上万的美国和欧洲买家 刚刚游遍全球,对不对? |
| 4 | They went to China's largest trade fair. | 他们去了中国最大的交易会 |
| 5 | It is called the Canton affair. | 这叫做坎顿事件。 |
| 6 | It's a massive event | 这是一个巨大的事件 |
| 7 | Yeah, and the exhibition floors were completely packed attendance from Europe alone was up nearly 40% Wow | 是啊,展览的地板 完全包装 从欧洲单独出席 将近40%的 哇 |
| 8 | You would think business was just booming, but there was one one massive problem | 你会觉得生意很兴旺 但有一个大问题 |
| 9 | Nobody was opening their wallets. | 没人打开钱包 |
| 10 | Exactly. | 没错 |
| 11 | They just kept their money. | 他们只是留着钱 |
| 12 | It is such a fascinating mystery | 真是个奇妙的神秘 |
| 13 | I mean the buyers spent money to travel right? | 买家花了钱去旅行,对吧? |
| 14 | Yeah, the flights are expensive. | 是啊,飞行是昂贵的。 |
| 15 | They walked the floors | 他们走在地板上 |
| 16 | But they kept their checkbooks completely closed | 但是他们的支票簿完全关闭了 |
| 17 | So we are looking at a very detailed report today | 我们今天正在看一份非常详细的报告 |
| 18 | It comes from the South China Morning Post right and great source and our mission is to figure out this puzzle | 我们的任务是想出这个谜题 |
| 19 | The Canton fair is like a window into the global economy | 广州博览会就像进入全球经济的窗口 |
| 20 | It really is by looking at this one event we can see huge shifts in world business | 其实就是看这个事件 我们可以看到世界商业的巨大转变 |
| 21 | The fair is a perfect testing ground. | 博览会是一个完美的测试场。 |
| 22 | It shows us how global pressures affect real people, you know | 它告诉我们全球压力 如何影响真正的人,你知道 |
| 23 | It affects buyers sellers and regular consumers. | 它影响到买方卖方和普通消费者。 |
| 24 | So if the Canton fair is basically a ghost town for actual spending | 所以,如果广州博览会 基本上是一个鬼城 实际开支 |
| 25 | Well, we have to look closer. | 我们得仔细看看 |
| 26 | Let us start with the raw numbers. | 让我们从原始数字开始。 |
| 27 | The attendance figures are staggering | 入学人数惊人 |
| 28 | Yeah, buyers from the European Union increased a lot | 是的,来自欧盟的买家增加了很多 |
| 29 | The number went up thirty eight point two percent compared to the spring event and that spring event was just a few months ago | 这个数字比春季事件高38.2% 春季事件就在几个月前 |
| 30 | In April right and the United States saw a similar trend attendance from the US rose by twenty two point two percent | 4月,美国也出现类似趋势,美国的入学率上升了22.2%。 |
| 31 | So overall the total number of global buyers increased by twelve point two percent. | 因此,总体而言,全球买家的总数增加了12%。 |
| 32 | That is a lot of people | 这么多人 |
| 33 | It is a massive amount of foot traffic. | 这是大量的徒步交通。 |
| 34 | Now the source report offers a specific reason for this sudden surge | 现在来源报告给出了 突然激增的具体原因 |
| 35 | What did the buyers say? | 买家怎么说? |
| 36 | Well, the visitors actually explained it themselves. | 嗯,访客实际上 解释它自己。 |
| 37 | They felt a sense of relief regarding trade tensions | 他们对贸易紧张感到宽慰 |
| 38 | Okay, they pointed to a recent meeting between President Xi Jinping and President Trump now | 他们提到最近习近平主席 和特朗普总统的会面 |
| 39 | We are just stating the facts reported by the source here, right? | 我们只是陈述了消息来源报告的事实 对吧? |
| 40 | Totally impartial. | 完全公正无私。 |
| 41 | The diplomatic climate just cooled down a bit | 外交气氛刚刚凉了一点 |
| 42 | Yeah, less political tension means a safer environment for business travel | 是啊,减少政治紧张意味着一个更安全的商务旅行环境 |
| 43 | Companies feel confident sending their teams across the world again. | 公司感到信心十足,再次派遣团队到世界各地. |
| 44 | That makes perfect sense. | 这很合理 |
| 45 | They feel safe to travel but | 他们觉得旅行是安全的,但是... |
| 46 | This is where the story gets strange, right? | 这是故事变得奇怪的地方,对不对? |
| 47 | The floors are crowded but the actual deals are weak the value of export deals only went up by four point one percent | 楼层拥挤,但实际交易疲软,出口交易价值只上升4个百分点 |
| 48 | Just four point one percent. | 只有4点1%。 |
| 49 | Yeah, that is a very small increase in money | 是啊,这是非常小的 增加的钱 |
| 50 | Especially compared to a twelve point two percent increase in people. | 特别是比十二点二的人数增加。 |
| 51 | Exactly. | 没错 |
| 52 | The total deals reached | 交易总数 |
| 53 | 26.75 billion US dollars which sounds huge on its own | 267.5亿美元 听起来很庞大 |
| 54 | It does sound huge but we need context that total is actually eight point seven percent lower than the autumn of 2019 Wow | 听起来确实很大 但我们需要背景 总数实际上比2019年秋天低8个百分点 |
| 55 | The comparison to 2019 is really crucial right before the pandemic. | 与2019年相比, |
| 56 | Yeah before kovat 19 changed the world | 在科瓦特19号改变世界之前 |
| 57 | We have more buyers now than we did back then but they are spending much less money | 现在买家比那时候多 但他们花的钱少得多 |
| 58 | It feels like a massive black friday sales event | 感觉就像一个黑色的周五销售活动 |
| 59 | Oh, that is a good way to picture it. | 哦,这是一个很好的方式来想象它。 |
| 60 | The store is absolutely packed with people the aisles are full | 店里挤满了人 过道满了 |
| 61 | But everyone is just window shopping, right? | 但每个人都在买窗子 对吧? |
| 62 | They are picking up items looking at the price tags and just putting them back | 他们拿东西看价牌,放回去 |
| 63 | The buyers are doing their research they are looking at the goods but they are terrified to actually sign a contract | 买家们在做他们的研究 他们正在看这些商品 但是他们害怕签署一份合同 |
| 64 | So if trade tensions are lower, why aren't people buying? | 那么,如果贸易紧张程度降低,人们为什么不买? |
| 65 | That is the big question | 这是大问题 |
| 66 | We have to follow those empty wallets back to their home countries | 我们要跟随那些空钱包回他们的国家 |
| 67 | We need to look at the economic reality back home | 我们需要看看国内的经济现实 |
| 68 | The european buyers make a perfect example here the economic environment in the eurozone is very tough right now | 欧洲买家就是一个很好的例子 欧元区的经济环境现在非常艰难 |
| 69 | Let us break down those economic conditions. | 让我们打破这些经济状况。 |
| 70 | What are these buyers actually facing in europe? | 这些买家在欧洲究竟面临什么? |
| 71 | Well economic growth in the eurozone is practically frozen frozen | 欧元区的经济增长几乎冻结 |
| 72 | Yeah in the third quarter growth dropped to just 0.4 percent. | 对,第三季度的增长率下降到0.4%。 |
| 73 | Wow, that is down from 0.6 percent in the second quarter | 哇,这比第二季度的0.6%还低 |
| 74 | So the economy is slowing down fast, but prices are moving in the opposite direction | 所以经济减速很快,但价格却相反 |
| 75 | Yes, they are and that is the really painful part annual inflation hit 3.8 percent in september | 是的,这是非常痛苦的部分 年通胀率在September3.8% |
| 76 | That creates a terrible situation for everyday consumers. | 这给日常消费者造成了可怕的局面。 |
| 77 | It does things cost more but the economy is not growing | 做事情要花更多的钱 但经济没有增长 |
| 78 | Paychecks are not getting bigger, right? | 薪水不会增加吧? |
| 79 | The shoppers in europe are squeezed and when regular shoppers are squeezed the wholesale buyers of the candon fair | 欧洲的购物者被挤压 当普通的购物者被挤压 |
| 80 | Get squeezed too. | 被挤也. |
| 81 | That makes sense. | 这有道理。 |
| 82 | The south china morning post report shares a great story about this | 南方的中国晨报报导说, |
| 83 | Oh about the furniture exporter. | 关于家具出口商的事 |
| 84 | Yeah, it features a woman named yulia yuan | 是啊,它的特点 一个女人叫尤丽娅人民币 |
| 85 | She is a chinese furniture exporter, right and she sells directly to these european markets | 她是一个中国家具出口商,没错,她直接向这些欧洲市场出售 |
| 86 | Her experience tells the whole story really because she is talking to these buyers face to face on the floor exactly | 她的经历讲述了整个故事 因为她正和这些买家面对面地在地板上交谈 |
| 87 | Yulia yuan says household budgets in europe are | Yulia人民币说欧洲的家庭预算 |
| 88 | Incredibly tight people are struggling families simply do not have extra money to spend on nice things | 令人难以置信的紧张的人 正在挣扎的家庭 只是没有额外的钱 花在好的东西上 |
| 89 | But because of this the wholesale buyers have completely changed their strategy | 但是由于这个 批发商完全改变了策略 |
| 90 | They cannot sell luxury anymore. | 他们不能再卖奢侈品了。 |
| 91 | Right the market for expensive high-end products. | 规范昂贵的高端产品市场. |
| 92 | It's just drying up | 刚干 |
| 93 | Yeah, they only want basic items now | 是啊,他们现在只想要基本的东西 |
| 94 | They are hunting for products that offer the absolute best value for money. | 他们正在寻找能够提供绝对最高性价比的产品。 |
| 95 | They want cheap | 他们想要便宜 |
| 96 | Functional items to meet basic needs. | 满足基本需求的职能项目。 |
| 97 | This is where we see the profit margins eroding | 这就是利润率下降的地方 |
| 98 | Let us explain that term quickly | 我们快解释一下 |
| 99 | A margin is simply the profit a company keeps after paying all its costs | 利润只是公司在支付所有费用之后的利润 |
| 100 | Right the money they actually get to keep exactly high-end products used to have great margins | 正确,他们实际上得到的钱 保持精确的高端产品 曾经有巨大的利润 |
| 101 | You can make a lot of profit but basic products have very thin margins very thin | 你可以赚很多钱,但基本产品很薄 |
| 102 | The gap between what it costs to make a product and the final selling price is disappearing | 制造产品的成本与最终销售价格之间的差距正在消失 |
| 103 | I want to challenge this idea a little bit though. | 我想挑战一下这个想法 |
| 104 | Okay, go ahead people still need furniture | 好,请说,人们还需要家具 |
| 105 | They still need a place to sit, right? | 他们仍然需要一个坐的地方,对不对? |
| 106 | Sure, even in a bad economy. | 当然,即使是在糟糕的经济。 |
| 107 | Someone is buying a dining table | 有人在买餐桌 |
| 108 | So someone was still be making a profit. | 有人还在赚钱 |
| 109 | Well, they do need furniture | 他们确实需要家具 |
| 110 | But they do not need it replaced today | 但他们今天不需要更换 |
| 111 | I see in a high inflation environment a new dining table shifts from a daily need to a delayable want | 我看见在高通胀环境下 新的餐桌从日常需求 转变为可延迟的需求 |
| 112 | They will just wait exactly consumers will wait another year to buy it | 他们只是等消费者再等一年再买 |
| 113 | So the demand just drops and when they finally do buy they buy the absolute cheapest option available, right? | 所以,需求只是下降, 当他们最终购买, 他们购买了最便宜的绝对选择,对不对? |
| 114 | And that brings us to the factories | 这让我们来到工厂 |
| 115 | If the buyers demand rock bottom prices, what happens to the people actually making the goods in china? | 如果买家要求价格低谷,人们在瓷器中实际制造商品会怎样? |
| 116 | The report gives us a stark answer. | 报告为我们提供了一个严酷的答案。 |
| 117 | The factories are getting crushed from both sides | 工厂两边都挤满了 |
| 118 | It is a really tough spot | 这是一个非常艰难的地方 |
| 119 | Let us look back at yulia yuan's furniture business. | 让我们回顾一下尤丽娅的家具生意 |
| 120 | She notes that the cost of raw materials shot up rapidly like wood | 她注意到原料的成本 像木头一样迅速上升 |
| 121 | metal | 金属 |
| 122 | Fabric. | 法布罗. |
| 123 | Yeah, everything costs more to buy | 是啊,每样东西都要花更多钱买 |
| 124 | Her material costs went up by about 15 percent compared to last year 15 percent | 她的物质成本比去年上涨了15%左右 15% |
| 125 | Yeah, that is a massive jump for a factory to absorb. | 是啊,这是一个巨大的跳跃 一个工厂吸收。 |
| 126 | It really is | 痷 |
| 127 | Now in a normal economy, the factory just raises the final price | 现在,在正常的经济, 工厂只是提高最终价格 |
| 128 | They pass that extra cost onto the buyer. | 他们把额外成本转嫁给了买主。 |
| 129 | But remember those cautious european buyers? | 但还记得那些谨慎的欧洲买家吗? |
| 130 | Yulia yuan says her customers absolutely refuse a 15 price increase. | 尤丽娅人民币称她的客户绝对拒绝15个涨价. |
| 131 | They just say no | 他们只是说不 |
| 132 | Yes, the buyers say their shoppers back home will not pay it. | 是的,买家说家里的店主不会付钱的 |
| 133 | So what increase will the buyers actually accept? | 那么买家会接受什么增长? |
| 134 | They draw the line at three to five percent. | 他们以3%到5%的比例划线。 |
| 135 | That is the maximum price increase they will sign for. | 这是他们将签署的最高价格上涨。 |
| 136 | Oh, wow | 哦,哇哟 |
| 137 | The math here is devastating. | 这里的数学是毁灭性的。 |
| 138 | It really is bad | 这真的很糟糕 |
| 139 | Your materials cost 15 percent more but your income on the item only goes up by three percent | 你的材料成本增加了15% 但你的收入却只增加了3% |
| 140 | Your profit margin is completely gone is wiped out | 你的利润率完全没了,全毁了 |
| 141 | The traditional high-volume thin margin model is breaking the report is very clear about the result for these exporters | 传统的高量薄差价模型打破了报告,对这些出口商的结果非常清楚。 |
| 142 | They face a brutal choice. | 他们面临一个残酷的选择。 |
| 143 | What do they do? | 他们做什么的? |
| 144 | Well, they can accept the orders and actually lose money on every single chair they build that makes no sense | 那么,他们可以接受订单 并且实际上损失钱 在他们建造的每张椅子上 这没有意义 |
| 145 | Or they must refuse the business entirely. | 或者他们必须完全拒绝经营 |
| 146 | They have to tell the buyer no | 他们必须告诉买家不要 |
| 147 | Imagine turning down a massive european buyer because building their product would put you out of business. | 想象一下,拒绝一个大型的欧洲买家 因为建造他们的产品会让你失去生意 |
| 148 | It is crazy | 这太疯狂了 |
| 149 | But incredibly it gets even worse | 但令人难以置信的是,它变得更糟 |
| 150 | The report shares the story of another exporter. | 该报告介绍了另一个出口商的情况。 |
| 151 | Oh tan jiang. | 吴丹强. |
| 152 | Yes tan jiang | 是 陈强 |
| 153 | He sells lighting products, right and he highlights a completely different economic trap | 他卖照明产品,没错,他强调 一个完全不同的经济陷阱 |
| 154 | He points out the currency changes the report calls this foreign exchange volatility | 他指出,货币变动报告称之为外汇波动 |
| 155 | Let us unpack how this actually works in plain english. | 让我们用简单的英语来解开它 |
| 156 | Okay, how does currency destroy a factory's profit? | 好吧,货币如何破坏工厂的利润? |
| 157 | Well, it acts like a hidden tax on the factory | 这就像工厂的隐藏税 |
| 158 | Let us think about how these transactions actually happen. | 让我们想想这些交易是如何发生的。 |
| 159 | Okay, walk me through it tan jiang runs a chinese factory | 好,陪我走过它 丹江经营一个中国工厂 |
| 160 | He has to pay his workers in the local currency. | 他必须用当地货币支付工人的工资. |
| 161 | He buys his local materials in the local currency, right? | 他用当地货币买本地材料,对吧? |
| 162 | That currency is the chinese yuan | 那本钱是中国人民币 |
| 163 | Okay, so his daily running costs are all in chinese yuan exactly, but his customers are from europe and america | 好吧,所以他的日常运行成本 全部是中国人民币, 但他的客户来自欧洲和美国 |
| 164 | When they buy his lamps they pay him in us dollars or euros and he cannot pay his local factory workers with us dollars | 当他们买他的灯时 他们用美元或欧元付他钱 他不能用我们的钱付他的当地工厂工人钱 |
| 165 | No, he cannot | 不,他不会 |
| 166 | So he takes those us dollars to his local bank. | 所以他把那些钱带到他当地的银行 |
| 167 | He trades them in for chinese yuan | 他用它换中国人民币 |
| 168 | Okay, that makes sense | 好吧,这有道理 |
| 169 | The problem is the changing value between the two currencies the report notes a stronger yuan | 问题是两种货币的币值变动 报告显示人民币变强 |
| 170 | Now wait a stronger yuan sounds like a good thing for china, right? | 现在等待一个更强大的人民币 听起来像一件好事 对于瓷器,对不对? |
| 171 | It is good for buying things from other countries, but it is terrible for exporters. | 它有利于从其他国家购买物品,但对出口商来说是可怕的。 |
| 172 | Why? | 为什么? |
| 173 | Think of the currency exchange like a toll booth on a highway. | 想想货币兑换 就像高速公路上的收费亭 |
| 174 | Okay a toll booth the factory is the delivery driver | 好吧,一个收费亭 工厂是送货司机 |
| 175 | They are driving the exact same route. | 他们开的是同样的路线 |
| 176 | They are delivering the exact same number of lamps, right? | 他们发送的灯具数量完全一样,对不对? |
| 177 | But suddenly the toll booth doubles its price | 但突然间收费亭的价格翻了一番 |
| 178 | Oh, I get it | 哦,我明白这话 |
| 179 | The driver does the same amount of work, but takes home much less money. | 司机做同样多的工作,但带回家的钱少得多。 |
| 180 | Yes | 对 |
| 181 | Because the yuan is stronger the bank gives tan jian fewer yuan for every us dollar he brings in | 因为人民币比较坚固 银行每给我们带来一块钱 就会少给丹增人民币 |
| 182 | Wow, the value of his foreign sales shrinks before he can even pay his workers | 哇,他的国外销售的价值 收缩了,他甚至可以支付他的工人 |
| 183 | Oh, I see the trap now. | 我看见陷阱了 |
| 184 | He is squeezed by domestic inflation on one side | 他被国内通货膨胀挤到了一边 |
| 185 | His materials cost 15 more right and he is squeezed by the currency exchange on the other side | 他的材料又花了15块 被另一边的外汇挤压了 |
| 186 | His dollars buy fewer yuan exactly the buyers will not pay more | 他的美元买的少了人民币 买家不会多付钱 |
| 187 | The materials cost more the bank takes a bigger cut. | 材料花费更多 银行需要更大的削减。 |
| 188 | It is a perfect storm for these factories. | 对于这些工厂来说,这是一个完美的风暴。 |
| 189 | It really is | 痷 |
| 190 | The old strategy is completely failing tan jian says it very plainly. | 老策略是完全失败的 谭健说得很明白。 |
| 191 | He says the traditional factory model is dead dead | 他说,传统的工厂模型死了 |
| 192 | Well, you can no longer just cut prices to win orders. | 你不能再为了赢得订单而降低价格了 |
| 193 | You cannot survive by just being the cheapest option anymore | 你不能再靠做最便宜的选择生存下去了 |
| 194 | This means the collapse of economies of scale in this sector | 这意味着这个部门规模经济的崩溃 |
| 195 | That is a term you hear a lot in business school economies of scale, right? | 你从商学院规模经济中听到的这个词很多,对吧? |
| 196 | It basically means making things cheaper by producing massive amounts of them, right? | 基本上意味着通过大量生产来降低价格,对吧? |
| 197 | That's exactly it | 没错 |
| 198 | And that was the magic formula for the canton fair for decades. | 这是几十年来州博览会的神奇公式。 |
| 199 | The old trick was simple | 老把戏很简单 |
| 200 | If you make one chair, it is expensive, right? | 如果你做一个椅子, 它很贵,对不对? |
| 201 | But if you make one million chairs the cost to build each chair drops significantly you make a tiny profit on each one | 但如果你赚了100万张椅子 每张椅子造价会大幅下降 你每张椅子都赚点小钱 |
| 202 | But you sell a million of them. | 但你卖了一百万个 |
| 203 | So massive volume makes up for tiny margins, but that trick does not work anymore | 如此庞大的体积 弥补了微小的边际 但是那招已经行不通了 |
| 204 | It fails when nobody buys the millionth chair or when the raw materials cost so much that even a million chairs cannot cover the difference | 当没人买到百万张椅子 或者原材料花费太多 连一百万张椅子都付不起差额时,就失败了 |
| 205 | Exactly | 没错 |
| 206 | So what are these massive factories actually do? | 那么这些大型工厂到底做什么? |
| 207 | I mean they cannot just shut their doors and send thousands of workers home | 我是说他们不能关上门 送上千个工人回家 |
| 208 | No, they cannot | 不,他们不能 |
| 209 | So they have to adapt how they are finding a brand new survival strategy | 所以他们必须适应如何找到全新的生存策略 |
| 210 | They are moving away from basic goods entirely. | 他们正在完全脱离基本货物。 |
| 211 | Wait, really? | 等等,真的吗? |
| 212 | Yeah, they're pivoting to new technology | 是啊,他们正以新技术为支柱 |
| 213 | The numbers from the fair show this massive shift. | 博览会的数字显示了这个巨大的转变. |
| 214 | Let us look at those numbers | 让我们看看这些数字 |
| 215 | There were 4.88 million products on display at the canton fair. | 县博览会展出产品488万件. |
| 216 | That is an ocean of physical goods | 物质的海洋 |
| 217 | It is but the composition of those goods is changing fast | 但是这些商品的构成变化很快 |
| 218 | How so the organizers noticed a huge jump in a specific category | 组织者怎么注意到一个特定类别有巨大的跳跃 |
| 219 | They tracked the number of ai powered products artificial intelligence. | 他们追踪了AI的动力产品人工智能的数量. |
| 220 | Yeah, ai is being built into physical things | 是啊,Ai正在被构建 在物理的东西 |
| 221 | The number of ai products increased by 14.1 percent just since april | AI产品数量增加了14.1% |
| 222 | That is a very rapid pivot the factors are trying to escape the trap of basic goods | 这是一个非常快速的支柱 因素试图摆脱 基本货物的陷阱 |
| 223 | Both of the company representatives from the report noticed this exact trend the furniture rep and the lighting rep | 报告里的公司代表都注意到了这一趋势 家具代表和照明代表 |
| 224 | Yes, both of them said the same thing. | 是的,他们都说了同样的话 |
| 225 | They met hundreds of buyers who were specifically hunting for these new tech items | 他们遇见了数百名买家 他们专门寻找这些新科技产品 |
| 226 | Why do you think the buyers want ai in a lamp or a chair? | 你觉得买家为什么要戴灯或者椅子? |
| 227 | Because it creates a new reason to buy it is a way to escape the low prices. | 因为它创造了新的购买理由 是摆脱低价的一种方法。 |
| 228 | Okay, tell me more | 好吧,告诉我更多 |
| 229 | It is like a factory stopping the production line of a million cheap light bulbs | 这就像一个工厂 停止生产一百万个廉价灯泡 |
| 230 | Because those cheap bulbs lose money, right? | 因为那些便宜的灯泡输了钱,对吧? |
| 231 | So they redesign the line now | 所以他们现在就重新设计线路 |
| 232 | They make a few smart light bulbs the smart bulbs connect to your phone | 他们制造一些智能灯泡 智能灯泡连接你的手机 |
| 233 | They learn your schedule and most importantly the european buyer is willing to pay a premium for that innovation | 他们知道你的日程安排, 最重要的是,欧洲买家愿意为这项创新支付一笔保险费。 |
| 234 | Yes, the buyer will not pay 15 more for a basic wooden chair | 是的,买家不会再付15元买木椅 |
| 235 | But they might be 50 more for a smart desk | 但他们可能是50多 在一个智能办公桌 |
| 236 | You know one that tracks your posture and adjusts its height automatically exactly adding technology restores the profit margin | 你知道一个跟踪你的姿势 并调整它的高度 自动完全添加技术 恢复利润率 |
| 237 | Because it takes the product out of the basic category it makes it a premium item again | 因为它将产品从基本类别中抽出, 使它再次成为一个溢价项目 |
| 238 | The factories have to do this | 工厂必须这么做 |
| 239 | It is the only way they can survive the rising material costs and the currency trap | 只有这样,他们才能承受 不断上升的物质成本和货币陷阱 |
| 240 | They have to offer something the buyer cannot easily find somewhere else | 他们必须提供买家无法轻易找到的东西 |
| 241 | It is a complete transformation of global manufacturing. | 这是全球制造业的全面转型。 |
| 242 | The world's biggest factory is fundamentally changing its menu | 世界最大的工厂正在从根本上改变它的菜单 |
| 243 | We have covered some deep economic shifts today | 我们今天已经经历了一些深刻的经济转变 |
| 244 | Let us zoom out and look at the big picture | 让我们放大看看大局 |
| 245 | What is the ultimate takeaway from this canton fair report? | 最终从这个县的公平报告中 得到什么? |
| 246 | Well, we learned that the global business community wants to trade again, right the travel numbers prove that people are talking | 我们得知全球商业界想再次交易 旅行号码证明人们在说话 |
| 247 | But a toxic mix of economic problems is stopping actual deals | 但经济问题的有毒组合 阻止了实际交易 |
| 248 | You have stagnant economic growth and high inflation in europe and the shoppers are tired and broke | 你经济增长停滞,欧洲通货膨胀高 购物者疲惫不堪 |
| 249 | And then you have high raw material costs hitting the factories in china | 然后,你的原材料成本高 击中工厂在瓷器 |
| 250 | Close you have currency issues acting like a hidden tax | 关上,你有货币问题,就像藏税 |
| 251 | It makes the profit margins vanish entirely when you put all of these pieces together. | 它使得利润率完全消失 当你把这些块。 |
| 252 | The conclusion is pretty clear | 结论很明确 |
| 253 | The era of cheap mass produced goods is fading away | 廉价商品的时代正在消逝 |
| 254 | The math just does not work for anyone anymore and this brings the story right back to you our listener | 数学对任何人都没用了 这把故事带回给你 我们的听众 |
| 255 | This is why this deep dive matters for your daily life | 这就是为什么这个深潜 对你日常生活很重要 |
| 256 | The items on your store shelves are going to change. | 你店里的东西会变的 |
| 257 | They really are the basic things you buy every day might get significantly more expensive | 它们真的是你每天买的基本东西 可能会更贵很多 |
| 258 | The factories simply cannot absorb the costs anymore where those items might change completely | 工厂根本无法再承担那些可能完全改变的东西的成本 |
| 259 | You will start seeing ai and smart technology built into very mundane goods not because you necessarily asked for a smart lamp | 你会开始看到 AI和智能技术 建设在非常普通的商品 不是因为你必然要求 智能灯 |
| 260 | No, but because it is the only way the factory could afford to build and ship a lamp at all | 不,但因为这是工厂唯一能够 建造和运送灯光的方法 |
| 261 | It really makes you look at your living room differently | 这真的让你 看你的客厅不同 |
| 262 | We started this discussion with an image the window shopping on black friday. | 我们以黑色星期五购物窗口的形象开始讨论。 |
| 263 | Yes | 对 |
| 264 | The massive sales event where everyone is just looking | 大型的销售活动,大家都在看 |
| 265 | The buyers came they looked at the cheap items and they realized the game was over | 买家来了 他们看了便宜货 他们发现游戏结束了 |
| 266 | The transition period is going to be bumpy. | 过渡期将不平坦。 |
| 267 | The global supply chain is basically rewriting its own rules right now | 全球供应链现在基本上正在改写自己的规则 |
| 268 | Which leaves us with a final provocative thought for you to mull over. | 这让我们有一个最后的挑衅性的想法 让你想通。 |
| 269 | What is that? | 这是什么? |
| 270 | The canton fair proved that china's factories are moving up the technology ladder | 州博览会证明,中国的工厂正在向上发展 |
| 271 | They want to make smart goods now because they cannot afford to make the basic cheap stuff anymore | 他们现在想做智能商品 因为他们不能再做廉价的基本商品了 |
| 272 | So if the world's biggest factory is done making cheap basic goods who will step in to make them next? | 那么,如果世界上最大的工厂 完成了廉价的基本商品 谁将介入 制造下一步呢? |
| 273 | Is there another country ready to take over that massive low-cost production? | 是否有另一个国家准备接管这一大规模低成本生产? |
| 274 | Or is the era of cheap stuff just over? | 还是便宜货时代刚刚结束? |
| 275 | Will we all just have to get used to buying fewer things but keeping them longer? | 我们是否只要习惯于买更少的东西 却能保持更长的时间? |
| 276 | It is a massive question for the global economy. | 对全球经济来说,这是一个巨大的问题。 |
| 277 | Keep an eye on your local store shelves to see the answer unfold | 看好你的店铺,看看答案的展开 |
| 278 | Thank you for joining us on this deep dive. | 谢谢你加入我们的深潜行动 |
| 279 | See you next time | 下次见 |
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