准时制供应链的盲目性

1. 核心事实剥离

• 事件本质：文章批评准时制供应链通过压缩库存与闲置产能降低效率，却把成本节约转换为交付中断风险；最可交易变量是企业重新增加库存与备用产能的成本，以及供应链韧性投资对工业周期和通胀预期的冲击。〔SRC:"By eliminating inventories and spare capacity, businesses reduced costs and improved efficiency, but frequently transferred those savings into risks that remained invisible until