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Supply Chain · P1
China's Industrial Profits Up 15.7%: What It Changes in Your Supply Chain
Factory profitability is recovering faster than order books. That combination shortens lead times and hardens price floors.
Latest Analysis
Sep 27, 2026
TikTok Shop US SPS Score: What Sellers Must Fix by October 15
The new Seller Performance Score rolls out in two weeks. Roughly a third of tracked sellers sit below threshold — here is the remediation order.
Sep 26, 2026
Temu Semi-Managed Push: Q3 Data Shows a 2.3x Impression Gap
Semi-managed stores are pulling 2.3x the impressions of fully-managed peers in the same categories. Switching is not free — here is who should not.
Sep 24, 2026
EU Anti-Dumping on Cellulose Ethers: Exporters Have 30 Days to Respond
The European Commission opened an investigation covering April 2025 to March 2026. The response window is short and the evidence list is specific.
Sep 22, 2026
Bonded Logistics Growth of 42.3% Is a Bigger Story Than Exports
Bonded warehousing is growing seven times faster than headline exports. That tells you where inventory is being staged — and who pays for it.