SILEA GROUP_Where Is the Next Stop for China's Home Building Materials in the Era of De-globalization?_SILEA Perspectives

I. From the 'Consensus of Globalization'
to the Reality of 'De-globalization'

Over the past three decades, 'globalization' has been the fundamental backdrop of the world economy. However, the pace has clearly shifted over the past five to ten years:

Escalating trade frictions and rising tariff barriers;
'Friend-shoring' and 'near-shoring' have become key words for industrial chain layout;
Enterprises have begun to prioritize 'supply chain security' over efficiency.

This shift signifies: A transition from a single efficiency-oriented model to a multi-objective game integrating efficiency, security and geopolitics.

'As the era of simply selling goods to Europe and America fades away,
where exactly is our next destination?'

II. Do China's Core Advantages
in Home Building Materials Still Exist?

Objectively speaking, three core foundational advantages remain solid:

● Comprehensive Industrial Clusters

The most complete industrial chain in the world with stable supply capacity.

● Cost and Efficiency Advantages

Ultimate cost-performance ratio driven by large-scale production.

● Growing Engineering Supporting Capacity

Rapidly improving capability of integrated project delivery.

Nevertheless, two distinct types of pressures have emerged:

External Pressures: Higher requirements for tariffs, compliance and carbon emissions.
Internal Pressures: Overcapacity in low-end production and the unsustainability of the FOB model.

Being merely 'cheap and good' is no longer sufficient.

III. From 'Selling Products' to 'Providing Solutions'

Past: Manufactured in China
Sold to Europe & America

→

Future: Platform-based Supply Chain
Delivery of Living Solutions for Emerging Markets

1. Market Transformation

From a single European and American market → Emerging urban clusters (Middle East/Southeast Asia/Latin America).

2. Product Transformation

From selling individual products → providing 'integrated scenario packages' (design + product selection + delivery).

3. Model Transformation

From foreign trade matchmaking → a full-chain platform ecosystem.

IV. Three New Pathways for Going Global

01. Solution-oriented Pathway

Moving beyond mere product sales to provide centralized procurement solutions for real estate/infrastructure projects, product pools for decoration enterprises, and demonstrating strength through model projects.

02. Warehousing & Retail Pathway

Solving retail pain points in emerging markets by replicating the 'Sam's Club-style' warehouse exhibition hall model.

'Customers select a full set of products in the exhibition hall and have them installed at home within a few days.'

03. Long-term Cooperation Pathway

Leveraging authentic user profiles and data, introducing insurance and financial services, and establishing multi-year strategic partnerships to mitigate risks.

V. Three Essential Lessons for China's Home Building Materials Industry

Lesson 1: Systematic Supply Chain Management

Capacity planning, cross-border multi-warehouse collaboration, and designing closed-loop reverse logistics and after-sales service systems.

Lesson 2: Cross-cultural Local Operations

Understanding the concept of 'home' across different cultures and co-building service processes with local partners.

Lesson 3: Digitalization and Risk Control

Replacing interpersonal credit with data-driven credit grading to achieve controllable business operations.

VI. Sili's Answer:
Becoming the 'Infrastructure for the Next Stop'

The 'next stop' is not a geographical location, but a fundamental transformation of our role:

From 'a link in the global supply chain'
↓
The Infrastructure Connecting Chinese Manufacturing with Global Residential Upgrading

This means:

Integrating the full-chain flow of goods, information and capital;
Truly delivering beautiful and affordable living spaces;
Making cross-border transactions controllable in an era of uncertainty.

For enterprises willing to evolve from 'product sellers' to 'platform builders and ecosystem constructors', the next journey will not be easier, but it will undoubtedly be more valuable.

Where Is the Next Stop for China's Home Building Materials in the Era of De-globalization?

I. From the 'Consensus of Globalization'to the Reality of 'De-globalization'

'As the era of simply selling goods to Europe and America fades away,where exactly is our next destination?'

II. Do China's Core Advantagesin Home Building Materials Still Exist?