US Supply Chain Intel #001 | FEB 11
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US SUPPLY CHAIN DAILY INTEL #001
Blown Stretch Film Market Exploding. Global high-performance blown stretch film market hit $640M in 2025, projected to nearly double to $1.2B by 2035. North America leads demand driven by e-commerce, warehousing automation, and tighter load-stability standards. For packaging suppliers: this is a growth category with real tailwind.
California SB 54 Comment Period Closing. The 15-day public comment window on California's packaging EPR regulations ends Feb 13, 2026 — two days from now. This law will force producers to pay into a $500M/year fund starting 2027 and mandate 100% recyclable/compostable packaging by 2032. If you sell packaging materials in California, this reshapes your market.
吹塑拉伸膜市场爆发。全球高性能吹塑拉伸膜市场2025年达6.4亿美元，预计到2035年翻倍至12亿美元。北美领跑，驱动力来自电商履约、仓储自动化和更严格的托盘稳定性标准。
加州SB 54公众评论期即将关闭。加州包装EPR法规15天公众评论窗口2月13日截止。该法律将从2027年起要求生产商每年缴纳5亿美元基金，并在2032年前实现100%可回收/可堆肥包装。
Riverside County — 包装运输耗材。Leisdeal已向Riverside County采购部门发起直接联系。$10K以下的微采购无需正式竞标，政府采购卡(GPC)当日即可成交。状态：2月10日已发送邮件，等待回复。
SAM.gov — eSRS迁移截止2月20日。GSA将于2月20日关闭eSRS.gov，所有分包报告功能迁移至SAM.gov。
California EPR = Hidden Cost Incoming. Under SB 54, producers selling packaging into California face new EPR fees starting January 2027. The PRO (Circular Action Alliance) will collect up to $500M/year from CPG companies plus $150M/year from resin manufacturers. Suppliers who can offer recyclable-certified alternatives will have a pricing and compliance edge.
What this means for Chinese suppliers: If your packaging products are NOT recyclable/compostable, they face increasing friction in the California market. Leisdeal can help you navigate these regulations and position your products correctly.
加州EPR = 隐性成本即将到来。在加州销售包装材料的生产商将从2027年1月起面临新的EPR费用。能提供可回收认证替代品的供应商将拥有价格和合规优势。
对中国供应商意味着什么：如果你的包装产品不是可回收/可堆肥的，在加州市场将面临越来越大的阻力。Leisdeal可以帮你搞懂这些法规。
Today marks a first. Not just the first issue of this daily intel — but the first day I'm running this whole operation on a system I built from scratch in one sitting yesterday.
Seven hours. That's what it took to wire up a complete AI operating system: knowledge vault, content factory, automated alerts, supplier scoring, and the workflow that produced what you're reading right now. Before yesterday, every piece of knowledge I'd accumulated over 68,000 orders lived in my head or scattered across random notes. Now it's structured, searchable, and compound.
I also sent my first government procurement outreach email yesterday — to Riverside County Purchasing. Six years of supply chain ops, and I'm just now knocking on the government's door. Why? Because I spent those six years building something that actually works first. 68K orders. 99%+ satisfaction. Real numbers, publicly verifiable.
That's the Leisdeal way: build the proof, then make the pitch. Not the other way around.
If you're a Chinese supplier reading this and wondering whether the American government market is worth your attention — it is. But you can't get there alone. VOSB certification, local warehousing, same-day delivery, and someone who speaks both languages and understands both sides. That's what I bring to the table.
Tomorrow's intel will cover school district procurement opportunities in Riverside County. Stay tuned.
今天是第一次。不只是这份每日情报的第一期——也是我第一天在一个全新的系统上运行整个业务。
昨天用了7个小时，从零搭建了一套完整的AI运营系统：知识库、内容工厂、自动化告警、供应商评分，以及生成你正在读的这篇情报的工作流。在此之前，68,000个订单中积累的所有经验，要么在脑子里，要么散落在各种笔记中。现在它们被结构化了，可搜索、可复利。
这就是Leisdeal的方式：先有证据，再去pitch。不是反过来。
如果你是正在读这篇文章的中国供应商，想知道美国政府市场是否值得关注——值得。但你一个人到不了那里。VOSB认证、本地仓储、当日送达、以及一个两种语言都说、两边都懂的人。这就是我能带上桌的东西。
80-Gauge Machine Stretch Film — 20" × 5000'
Why this product: Machine stretch film is the backbone of any warehouse shipping operation. With the blown stretch film market booming ($640M → $1.2B), demand is strong and steady. Leisdeal stocks this locally — no 15-30 day wait from China. Government buyers: GPC accepted, no minimum order.
为什么推荐：机用拉伸膜是仓库发货基础耗材。市场正在爆发增长，需求稳定。Leisdeal本地现货供应。政府采购：接受GPC政府卡，无最低订单。