Trade Risk Alert
Release time:
2021-06-29 17:50
Source:
Both internal and external measures focus on the present and the future
Li Shengqi pointed out that in this case, the most powerful measure at the moment is to take both internal and external measures: internally, through technological improvements, continuous refinement and refinement, more material saving, energy saving, and consumption reduction, although it may not be completely hedged, But it will definitely be alleviated; externally, it must form a mechanism of common resistance and shared risks in the upper, middle and lower reaches of the industrial chain. This mechanism goes beyond the previous relationship between parts and car companies, instead, a chain of steel companies-parts suppliers-vehicle companies should be formed, and an effective strategic coordination and linkage mechanism should be established. "Frankly speaking, it is impossible for any company to digest this continuous increase in costs alone. It can only rely on the cooperation of the industry chain to resist risks." He called.
Li Jianlin agrees with this view: "In the long run, companies must start with the product design at the source and implement the concept of raw material cost control. In terms of manufacturing processes, they want benefits from automation and intelligence to deal with the risk of cost fluctuations." At the same time, he suggested that the industry should establish a monitoring and early warning mechanism for the price fluctuation of bulk raw materials, so as to promote the formation of a risk coordination mechanism between the upstream and downstream of the industrial chain.
Mr. Zhang mentioned earlier also told reporters: "The price fluctuations of raw materials that affect business operations are often not short-term conditions. Therefore, from a long-term perspective, we have begun to promote platform-based procurement strategies, communicate effectively with upstream raw material suppliers, and jointly control raw materials. The operating risks brought about by price fluctuations will be" cut peaks and fill valleys "together to achieve the goal of equilibrium and controllability."
Li Shengji emphasized that the risks and challenges brought about by rising raw material prices are issues encountered under market economy conditions. We must use market economy methods to solve problems. We must not rely on "retrogression" and use non-market economy methods. Adjusting, such as "price alliances", will not help. He said: "From a long-term perspective, we need to do two things well. First of all, it is necessary to encourage and support original technologies with greater efforts and more generous policies, especially new original technologies and products that can shorten the industrial chain and achieve multiple benefits. For example, in the field of new energy vehicles, supporting the early industrialization of in-wheel motors can greatly shorten the industrial chain, reduce the dependence on metal raw materials, and seize the technological commanding heights. Secondly, we should advocate supply-side and demand-side double innovation and collaborative innovation. The automobile industry should apply new products and new technologies to reduce the demand for raw materials. It is also hoped that iron and steel enterprises and industries will provide products with higher technical content and higher quality, prolong the service life of finished products and reduce resource consumption."
Li Shenghe also suggested that the state increase the tax rebate on high-end export products, support transmission enterprises with high-end gear steel manufacturing high-end gear transmission products, not only conducive to product upgrading, but also to achieve high-end product exports, to promote the new development pattern of "double cycle" mutual promotion and high-quality industrial development. (Source China Auto News)
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The company was founded in 1997, currently 4000 a variety of models of automobile brake discs. Products are mainly exported to Europe, North America, South America, Australia and other countries and regions. At present to SAIC, JAC, BYD, Jinlong, Yutong and other domestic models to provide supporting. The company's process equipment strength, Japan's new east automatic casting line 6, commercial vehicle brake disc automatic casting line 2. There are 56 processing lines -6 full-automatic one-word processing lines and 30 robot processing lines. Packaging cleaning line 5, spraying line 3.
Since the beginning of this year, the price of raw materials has risen sharply, sea freight has soared, and the difficulty of finding a box of shipping space has seriously plagued manufacturing companies. The current power curtailment has made companies even worse. Take our company as an example. Since the power limit in early September, the company's production capacity has dropped by about 50% on average every day. Exports have decreased by 0.02 billion yuan. The performance rate of orders in hand is about 50%. New orders were reduced by 10%. These data are the impact of the current power rationing on enterprises. If the power rationing situation is not alleviated, the impact on enterprises in the fourth quarter will be more serious.
Recently, Yunnan, Jiangsu, Qinghai, Ningxia, Guangxi, Guangdong, Sichuan, Henan, Chongqing, Inner Mongolia, Henan and other places have begun to carry out energy control measures to limit energy consumption.
The total power generation in 021 is not low. In the first half of the year, China's total power generation was 3871.7 billion kWh, twice that of the United States. At the same time, China's foreign trade has grown extremely fast this year. According to data recently released by the General Administration of Customs, in August, the total value of my country's foreign trade imports and exports was 3.43 trillion billion yuan, a year-on-year increase of 18.9 percent, achieving positive year-on-year growth for 15 consecutive months, further showing a steady and solid trend. In the first eight months, the total value of China's foreign trade imports and exports was 24.78 trillion billion yuan, up 23.7 percent year-on-year and 22.8 percent over the same period in 2019.
The impact of the neo-coronary pneumonia epidemic on global supply chains continues, with high international freight rates, container shortages and terminal congestion still unabated, and labor shortages exacerbating the dilemma. The outbreak of the new coronary pneumonia epidemic in 2020, due to the obstruction of international freight, soaring transportation costs, international trade in goods greatly hindered, triggering a supply chain crisis in many countries (regions), since 2021, the new coronary pneumonia virus variant strain raging, so that the supply chain has not yet fully recovered.
Statistics from the China Association of Automobile Manufacturers show that in the first seven months of 2021, China's cumulative automobile exports reached 1.002 million, an increase of 1.2 times year-on-year, but the month-on-month growth was only 9.8 percent, showing a shrinking trend. Moreover, commercial vehicle exports fell 11.6 percent month-on-month, of which new energy commercial vehicle exports fell 57.8 percent month-on-month. It is said that the main reason for the decline in automobile exports is the poor shipping channels.
Product recommend
At present, 4000 a variety of models of automobile brake discs, brake drums with an annual output of 10 million pieces. Products are mainly exported to Europe, North America, South America, Australia and other countries and regions. At present to SAIC, JAC, BYD, Jinlong, Yutong and other domestic models to provide supporting.