Trade Risk Alert
Release time:
2021-09-27 08:09
Source:
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.
Guangdong: On September 16, Guangdong Power Grid said that starting from September 16, the power consumption plan of "two starts, two stops and five stops" will be implemented. Every Sunday, Monday, Tuesday, Wednesday and Thursday, the peak shift will be realized. On the peak shift day, only the security load will be retained, and the security load will be below 15% of the total load!
Shandong: the province due to insufficient coal supply, power shortage, start power rationing measures.
Jiangsu: in early September, the Jiangsu Provincial Department of Industry and Information Technology instructed to carry out special energy-saving supervision on enterprises with annual comprehensive energy consumption of more than 50000 tons of standard coal, covering 323 enterprises with annual comprehensive energy consumption of more than 50000 tons and 29 "two high" project enterprises in the province. Printing and dyeing agglomeration area issued a notice of suspension of production, more than 1000 enterprises "open two stop two".
Zhejiang: Measures will be taken by the power sector for key energy-consuming enterprises that have not been shut down before 11: 00 on September 21. Shaoxing Keqiao District alone involves 161 enterprises, all in the printing and dyeing and chemical fiber industries.
Qinghai: Issued power curtailment warning, the scope of power curtailment continues to expand.
Ningxia: High-energy-consuming enterprises stop production for one month.
Guangxi: Guangxi has introduced new dual-control measures, requiring that starting from September, production restrictions be imposed on high-energy-consuming enterprises such as electrolytic aluminum, alumina, steel, and cement, and clear production reduction standards are given.
Sichuan: Suspension of non-essential production, lighting and office loads.
Henan: some processing enterprises to limit electricity for more than three weeks.
Chongqing: Some factories cut off power production in early August.
Yunnan: Two rounds of power rationing have been carried out, and the follow-up will continue to increase. The average monthly output of industrial silicon enterprises in September-December shall not be higher than 10% of August output (I. e., 90% reduction in output); the average monthly output of yellow phosphorus production lines in September-December shall not exceed 10% of August 2021 output (I. e., 90% reduction in output).
Inner Mongolia: Strictly control the power rationing time of enterprises, and the price of electricity will not rise by more than 10%. From 2021 onwards, Inner Mongolia will no longer approve coke (blue carbon), calcium carbide, polyvinyl chloride (PVC), synthetic ammonia (urea), methanol, ethylene glycol, caustic soda, soda ash, ammonium phosphate, yellow phosphorus... No downstream conversion of polysilicon, monocrystalline silicon and other new capacity projects.
Shaanxi: It is required that the newly-built "two high" projects shall not be put into production from September to December. The newly-built "two high" projects that have been put into production this year will be limited to 60% on the basis of last month's output. Other "two high" enterprises will implement measures such as reducing the operation load of production lines and shutting down the submerged arc furnace to limit production to ensure a 50% reduction in production in September.
(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.
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.
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