Recently, Meng Wanzhou returned to the embrace of her motherland under the escort of a special plane after being illegally detained by Canada for more than 1,000 days, which dominated the hot searches on major social media sections that night. Meng Wanzhou's smooth return also symbolizes a victory for my country in the game between China and the United States.
▲ The picture comes from the Internet Nowadays, China's position in the international environment is increasing day by day, and it is exporting culture, technology, trade and other aspects to foreign countries in various industries and fields. Especially in the current epidemic period, the manufacturing industry around the world has been severely damaged, and China, as the leader of the manufacturing industry, has seen a surge in orders from all over the world. However, facing the frenzy of overseas market demand for shipments, China's manufacturing industry is not completely sitting back and reaping the benefits. There is even a distorted internal trend. At present, the government seems to have finally intervened and issued a power restriction order ... Cross-border navigation , the "strictest power restriction order" is coming! Will sellers give up the internal competition and collectively raise prices? #跨交电商#Amazon##跨交头条视频号▲ Video account focuses on cross-border navigation The country has imposed power rationing, and factories are running out of electricity! In previous years, in order to save energy and reduce emissions, power restrictions were issued in various places to control energy consumption. However, this year, a new round of power restrictions came as expected, but the control was greatly upgraded, and factories in various provinces were like a tight ring, and production and shipments were greatly affected.
According to the goals set out in this year's Government Work Report, during the 14th Five-Year Plan period, energy consumption per unit of GDP must be reduced by 13.5% and carbon dioxide emissions must be reduced by 18%. However, in August, the National Development and Reform Commission issued the "Barometer of Completion of Energy Consumption Dual Control Targets in Various Regions in the First Half of 2021", analyzing and warning the energy consumption dual control situation in various provinces. In the first half of the year, the energy consumption intensity of 9 provinces (regions) increased instead of decreased, and the energy consumption intensity reduction rate of 10 provinces including Zhejiang and Henan did not meet the progress requirements. ▲ Picture from the National Development and Reform Commission According to data from the National Energy Administration, this year's industrial electricity consumption rate has significantly exceeded the level of previous years. In the first half of the year, industrial electricity consumption increased by 16.5% year-on-year, contributing nearly 70% to the growth of total electricity consumption in society. Therefore, faced with the severe energy-saving situation, major industrial provinces such as Guangdong and Jiangsu have successively introduced policies of "power and production restrictions", and factories and enterprises have implemented measures of "start three days and stop four", "start two days and stop five", and even "start one day and stop six", which means that factories can only operate two or three days a week. ▲ The picture comes from the Internet So far, 12 provinces across the country have been forced to cut off power due to the dual control policy and insufficient power supply, and all kinds of high-consumption and high-emission industries have suspended operations. During the current peak production season, the measures of “power restriction and production restriction” have undoubtedly forced factories to compress production and shipments. Cross-border sellers are also likely to face a series of problems with stocking and delivery, and order backlogs. What is the significance of the country’s increased control over industrial electricity consumption at this juncture? The power-rationing order contains hidden secrets. Can it curb the abnormal internal circulation from the source? For cross-border industries, power cuts and shutdowns in factories are bound to have an impact on the supply chain, which has also made sellers worry about the multiple challenges they will face in the process of preparing for the peak season. However, some sharp-eyed industry insiders have pointed out the hidden mystery behind the power cuts, which is not a complete blow to sellers.
From a macro perspective, carbon emissions in various provinces have increased instead of decreased. In order to protect the environment, in the first half of the year, when energy consumption in many provinces was in the red light zone and failed to meet the dual carbon targets, it is undoubtedly necessary to implement a dual control policy and promote power rationing. On the surface, the "power restriction and production restriction" has had a certain degree of impact on the production and manufacturing of major factories and enterprises. The production capacity has dropped significantly, which has further shaken the export trade supply chain and the seller's cost may also increase. However, everything needs to be understood through the surface . Behind the national power restriction order, there is actually a deeper purpose. The global outbreak of the COVID-19 pandemic in 2020 dealt a heavy blow to overseas manufacturing, causing a sharp drop in productivity. In contrast, China promptly controlled the epidemic and took the lead in restoring manufacturing. As a result, companies around the world are eager to get help from China, scrambling for supplies and seeing a surge in order demand. However, facing such a market situation where supply exceeds demand, China, as a supplier, did not sit firmly at the top of the food chain and make huge profits. The rapid increase in order size has caused factories to expand their production capacity, and goods have piled up like mountains. This has also brought about a chain reaction of rising raw material prices and shipping costs. ▲ The picture comes from CCTV Finance However, on the contrary, under the pressure of rising costs, prices in China's manufacturing industry remain unchanged. It blindly expands based on the concept of small profits but quick turnover, which has led to an abnormal price involution trend. The selling price is getting lower and lower, but the profit is almost eaten up. Some industry insiders believe that the pricing power of raw materials is not in China's hands, so prices are falling step by step when demand is soaring. Once the foreign economy recovers and manufacturing makes a comeback, the serious overcapacity is likely to cause China's manufacturing industry to face major difficulties. From this point of view, only by curbing the crazy expansion of enterprises from the source can we effectively prevent them from being crushed by excess production capacity in the future. In fact, the price war that was rampant in the first half of the year forced many sellers to be swept up in the tide of internal competition, with their profits squeezed and even falling into a loss. As for the current power restriction order, some sellers are also optimistic and call for a wave of price increases. Matson's freight rates plummet, will sellers be expecting price increases? Crazy internal competition and price wars have caused sellers to suffer a lot. Voices criticizing this abnormal trend and exploring how to stop blind internal competition have continued to emerge.
Now, riding on the "east wind" of the power restriction order, sellers seem to have finally ushered in the spring of price increases. Some sellers called for price increases as the power restriction policies were introduced in various places and the manufacturing industry was forced to reduce production capacity. And peers should get rid of their philanthropist status, give up involution, and stand up and bravely raise prices. ▲ The picture comes from Zhiwubuyan The implementation of the power restriction order seems to have brought a ray of hope to the sellers. A seller revealed that once the policy was issued, the price of Matsun plummeted, and now even the regular ship containers are not full, with one kilogram less than 10 yuan. Another rumor said that Matsun in East China has dropped to 16.5 yuan/KG. It is learned that in the face of power cuts, production suspensions, and rising raw material costs, price increases are imminent, and some companies have already begun to adjust prices. A Foshan auto parts company issued a product price adjustment notice, stating that since the cost increase is beyond the factory's tolerance, the quotation will be implemented in a "one order, one inquiry" model. One seller admitted that in the first three quarters, many sellers were clearing out goods and increasing storage capacity, which led to a spiral of market bidding and further compressed profit margins. However, as far as its category is concerned, the market has already shown signs of price increases in September. With the pressure of production and transportation costs in the front and the opportunity of market capacity growth in Q4 in the back, the intensity of market bidding will also decrease accordingly. It can be seen that the vicious cycle of internal circulation is indeed gradually turning around. For sellers, at this stage, they should neither clear out goods blindly nor hoard goods blindly. Instead, they should raise prices according to market trends and increase profits.
|
