Trade Risk Alert
Release time:
2021-09-22 10:44
Source:
Analysis and (I) of energy consumption double control, power restriction and production restriction
Recently, the market is highly concerned about the impact of dual control of energy consumption and limited power production on raw material prices and manufacturing costs. Since the end of last year, the situation of domestic power restriction, production restriction and energy consumption double control can be roughly divided into four stages:
1) In December last year, the power input province, Zhejiang, Hunan, Jiangxi and other power shortage and power rationing, industrial boom low temperature cold current double factors
2) In May this year, the local development and reform commission successively issued annual energy consumption double-control targets, and power rationing and upgrading in cloud, Guizhou and other places after summer.
3) In August this year, the National Development and Reform Commission announced the double control of energy consumption in the first half of the year, and the power rationing in Su, Guangdong and other places with double red lights was upgraded.
4) In September this year, the National Development and Reform Commission launched a pilot project for green power trading and issued a perfect plan for the dual control system of energy consumption.
The reasons for power restriction and production restriction range from "low temperature and cold current in industrial boom" to "double control of energy consumption in high temperature weather in industrial boom" to "double control of energy consumption by local governments". Since September, the National Development and Reform Commission has promoted the pilot work of green power trading and improved the double control system of energy consumption to solve the problems of "lack of flexibility in total energy consumption management and few differential management measures for double control of energy consumption.
We believe that the current energy consumption policy in the correction and improvement period, raw materials "priceless" and manufacturing "single no profit" pressure is expected to gradually improve, but the improvement process is a need for time, the second is the need to match the cohesion of the data, in the short term the overall manufacturing industry may be under pressure. (Source Market Information)
Interactive Message
If you are interested in our products, please leave your email and we will contact you as soon as possible. Thank you very much.
Other dynamics
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.
At present, 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.
Address: Zhuqiao Town, Laizhou City, Shandong Province
Mobile phone official website