Trade Risk Alert
Release time:
2021-09-24 09:10
Source:
According to the "Barometer of the completion of energy consumption double control targets in various regions in the first half of 2021" issued by the national development and Reform Commission on August 12, 2021, 12 regions, including Qinghai, Ningxia, Guangxi, Guangdong, Fujian, Xinjiang, Yunnan, Shaanxi, Jiangsu, Zhejiang, Anhui and Sichuan, showed a severe situation in terms of energy consumption reduction and total energy consumption, This means that more than half of the provinces failed to complete the "double control" target in the first half of the year.
In previous years, the scope of key areas was Beijing-Tianjin-Hebei and surrounding areas "2 26" cities and Fenwei Plain, and this year the total number of cities exceeded 60! The key areas will focus on petrochemical, chemical, coal chemical, coking, iron and steel, building materials, nonferrous metals, coal power and other industries, comprehensively sort out and investigate the "two high" projects under construction, under construction and stock, implement inventory management of the "two high" projects, and carry out classified disposal and dynamic monitoring.
Affected by factors such as the reduction of imported coal, environmental protection, and supply-side reforms, the price of thermal coal continues to rise. The National Development and Reform Commission has intervened due to concerns that the price is out of control. According to monitoring data from the Business News Agency on September 17, the average market price at the beginning of the week was about 1220 yuan/ton, and the average market price at the weekend was about 1407.5 yuan/ton. The price rose 15.37 percent, up 140.09 percent from last year.
Since more than 70% of China's electricity comes from thermal coal power generation, coal prices can rise, but electricity prices are strictly restricted by the National Development and Reform Commission, and prices cannot be transmitted to downstream industries like steel mills, paper mills and chemical plants, so they can only lie flat and pretend to die. Therefore, we did not see the price increase of industrial electricity, but waited for the power plant power outage notice. Shandong Province is also due to insufficient coal supply, power shortage, start power rationing measures.
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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.
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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.
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