Trade risk tips:
Release time:
2021-09-24 11:28
Source:
Total electricity generation in 2021 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.
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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.
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This is due to the impact of the epidemic abroad, there is no way to normal production, China's production tasks thus increased, it can be said that the whole year of 2020 and even the first half of 2021 China almost to their own efforts to ensure the global supply of goods, so China's foreign trade is not only not affected by the epidemic, but much better than the 2019 import and export data.
Exports increase, the need for raw materials will increase, commodity import demand soared, since the end of 2020 steel prices are iron ore and iron powder Dafu prices caused. One of the main means of production in the manufacturing industry is raw materials and the other is electricity. As the production task increases, China's electricity demand continues to increase.
Why not expand the supply of coal, but to limit electricity?
On the one hand, the demand for power generation is large, but the cost of power generation is also increasing.
Since the beginning of this year, domestic coal supply and demand has continued to be tight, thermal coal prices have not been weak in the off-season, and coal prices have risen sharply and maintained high operations. Coal prices are high and difficult to fall, coal power enterprises production and marketing costs are seriously upside down, operating pressure highlighted. According to the data of China Power Union, the unit price of standard coal of large power generation groups increased by 50.5 year-on-year, while the electricity price remained basically unchanged. The loss area of coal power enterprises was significantly expanded, and the overall loss of coal power sector.
According to estimates, for every kilowatt-hour of electricity generated by a power plant, the loss will exceed 0.1 yuan, and for 0.1 billion kilowatt-hour of electricity, the loss will exceed 10 million yuan. For those large power generation companies, the monthly loss will exceed 0.1 billion yuan. On the one hand, the price of coal is high, and on the other hand, the floating price of electricity is controlled. It is difficult for power plants to balance costs by increasing the feed-in electricity price. Therefore, some power plants prefer to generate less or even no electricity.
In addition, the high demand from incremental orders from overseas outbreaks is unsustainable. The increase in domestic production capacity due to the settlement of incremental orders will become the last straw to crush a large number of small and medium-sized enterprises in the future. Only by limiting production capacity from the source, so that some downstream enterprises can not blindly expand, can we really protect the downstream when the future order crisis comes.
On the other hand, it is urgent to realize the requirements of industrial transformation.
my country wants to implement the elimination of backward production capacity and supply-side reforms. In addition to achieving the dual-carbon goal and environmental protection needs, there is also an important purpose-to achieve industrial transformation, which is to shift from traditional energy production to emerging energy-saving production. In recent years, China has been moving towards this goal, but since last year, due to the epidemic, the production of high-energy-consuming products in China has increased due to high demand.
However, our country will need high-efficiency production capacity for a long time in the future. Those unprofitable production capacity should slowly withdraw from the market. The increase in the added value of enterprises' products is the dominant trend in the future. At present, many domestic enterprises in traditional fields are likely to survive by keeping prices down from each other, which is disadvantageous to the overall competitiveness of our country. New projects are replaced by backward production capacity according to a certain proportion, and from the perspective of technical links, greatly reducing the energy consumption and carbon emissions of traditional industries depends on large-scale technological innovation and equipment transformation. In the short term, in order to complete the goal set by my country's industrial transformation, my country cannot simply expand coal supply. Power outages and production restrictions are the main path for traditional industries to achieve dual energy consumption control indicators. (Source Hundred Casting Alliance)
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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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