Covid19& Vaccine

  • CCTV: According to data from the Pan American Health Organization, the new crown epidemic has caused US$4 trillion in losses to global GDP so far. There is an imbalance in the COVID-19 vaccination process in Latin America and the Caribbean. Currently, only 37% of the population in the region has completed the vaccination plan.

Trade &Shipment

  • SAFE: As of the end of September, China’s foreign exchange reserves were 3.2006 trillion U.S. dollars, a decrease of 31.5 billion U.S. dollars from the previous month. Gold reserves are 62.64 million ounces.
  • Brazil: From January to September, the trade volume between China and Brazil broke through the 100 billion U.S. dollar mark, reaching 105.628 billion U.S. dollars, exceeding the trade volume of last year and setting a record high.
  • Australian port workers went on strike on a large scale. The Australian Maritime Union MUA announced that it has launched strikes at terminals in Melbourne, Sydney, Fremantle and Brisbane.
  • Spanish railway workers went on strike. As the CGT union called on the rail workers’ strike to continue until October 12, the strike across Spain’s rail service network that began on September 30 is expected to disrupt container transportation in and out of Spain and may cause interruptions.


  • Germany: Baden-Württemberg, the third largest state in terms of area and population, requires that from May 1 next year, photovoltaic solar installations be installed on the roofs of all new houses in the state. Starting from January 1, 2023, all existing buildings in the state will also be retrofitted with photovoltaic solar installations on the roof.
  • German Association of Automobile Manufacturers: Production volume has decreased significantly. The German Automobile Manufacturers Association (VDA) recently stated that this year’s annual production of cars in Germany is expected to be only 2.9 million units, a sharp decrease of 18% from the previous year. The analysis believes that the sharp decline in German car production this year is mainly due to the insufficient supply of car chips.
  • US Department of Energy: Without major policy or technological changes, global energy consumption will increase by approximately 50% during 2020-2050. Due to economic and population growth, energy-related carbon dioxide emissions will also increase over the same period. It is expected that the internal combustion engine-based vehicles of OECD member countries will peak in 2023, while the global internal combustion engine vehicle market will not peak until 2038.
  • China National Grid: From October 1 to 6, the national average daily power generation was 20.567 billion kWh, a year-on-year increase of 14.45%. The maximum load appeared on October 4, 731 million kilowatts, an increase of 12.19% from the maximum load of the same period last year; the highest daily power generation appeared on October 5, at 21.285 billion kWh, an increase of 10.40% from the highest value of the same period last year.
  • China National Cotton Reserve Corporation: The first batch of central reserve cotton in 2021 will be put into operation from October 8th. During the release period, in principle, about 15,000 tons will be released every statutory working day, and it will be adjusted dynamically according to the market situation and other conditions.
  • China Shipbuilding Association: All three major shipbuilding indicators have increased. From January to August, the number of new ship orders undertaken by China continued to maintain rapid growth, and the number of completed shipbuilding and hand-held orders increased year-on-year.


  • Tesla: Increased the price of the US Model 3/Y, and some versions increased the price by $1,000.
  • General Motors: plans to double its annual sales by 2030 to $280 billion. In the process of transforming to all-electric vehicles, its business will be diversified and will no longer be limited to the sale of cars and trucks.
  • Twitter: Announced the sale of its MoPub mobile advertising network to mobile game developer AppLovin for US$1.05 billion in cash.
  • Indian mobile payment giant Paytm: Will seek a valuation of around US$20 billion to US$22 billion.
  • Strategy Analytics: In the third quarter, Xiaomi’s 5G mobile phone shipments in Central and Eastern Europe accounted for 42%, surpassing Apple and Samsung to become the number one 5G mobile phone in the region. In the second quarter of this year, Xiaomi became the largest smartphone supplier in Europe for the first time, with a market share of 25.3% and a record shipment of 12.7 million.
  • Lazada announced the upgrade of its cross-border logistics network.
  • E-commerce companies such as Amazon and Wal-Mart recruit a lot of people.
  • Hapag-Lloyd bought a 30% stake in Wilhelmshaven, Germany. Hapag-Lloyd recently announced that it has acquired a 30% stake in the Jade Weser Port area of ​​Wilhelmshaven, Germany’s only deep-water port, and a 50% stake in the port’s railway terminal.


  • Affected by heavy rains, Shanxi has stopped production of 27 coal mines, 99 non-coal mines, and 7 hazardous chemical companies. According to the agency, during the National Day, more than 20 coal mines were closed due to flood control in Shanxi, which may cause a bigger gap after the holiday. The follow-up focus will be on the progress of the reduction of crude steel, the extent to which it affects the demand for bi-coke, and whether the thermal coal supply policy can increase the supply of coal blending.
  • In the third quarter, the city’s Grade A office net absorption reached a record high, exceeding 300,000 square meters for the first time, an increase of 86.5% from the previous quarter. The vacancy rate of Grade A office buildings in Shenzhen dropped by 2.6 percentage points from the previous month to 23.9%, the lowest in two years. The rent index recorded positive growth for the first time in three years, up 0.7% from the previous month.
  • Fidelity Investment Group: It is reinvesting funds into China’s stock market and believes that China’s bond market is bringing opportunities. Its China Special Circumstances Portfolio Manager said that the current risk return of Chinese stocks is quite good, and the current IT field may be the best time to enter the market.
  • Ministry of Culture and Tourism: From October 1st to 7th, there were 515 million domestic tourist trips nationwide, a year-on-year decrease of 1.5% on a comparable basis, and a return to 70.1% of the same period before the epidemic on a comparable basis. Realized domestic tourism revenue of 389.061 billion yuan, a year-on-year decrease of 4.7% and recovered to 59.9% of the same period before the epidemic.
  • National Film Bureau: As of 17:00 on October 7, my country’s National Day box office this year reached 4.246 billion yuan.
  • Ministry of Transport: National Day holiday, the country is expected to send a total of 403 million passengers, an average of 57.5 million passengers per day, an average daily decrease of 33.9% over the same period in 2019, and an average daily decrease of 7.5% over the same period in 2020.
  • CCTV: During the National Day holiday, new demand triggered new consumption. Sales of smart electrical appliances during the holidays increased rapidly, and the transaction volume of sweeping robots in Beijing and Shanghai increased by about 4 times year-on-year.
  • Micro-vacation has become a way of travel for the post-90s generation. According to Fliggy data, reservations for the surrounding areas on the eve of the National Day surged over 380% month-on-month. In the National Day travel orders, local river tours within 3 hours’ drive accounted for nearly 60%.
  • It is difficult to charge new energy vehicles. From January to August this year, the domestic sales of new energy vehicles reached 1.48 million, a year-on-year increase of 202.4%. However, the growth of charging piles was not so fast. According to data released by the China Charging Infrastructure Promotion Alliance, as of August this year, the national charging infrastructure The number of facilities reached 2.105 million, an increase of 52.3% year-on-year.


  • Bridgewater Fund: Although concerns about inflation in the United States are growing, the real danger may be the combination of rising prices and economic stagnation. Many investment portfolios are facing huge risks.
  • Russian President Putin: Russia has always been a reliable supplier of global natural gas consumers and is ready to help stabilize the global energy market. Gazprom’s exports to Europe in the first nine months of this year are close to historical highs.
  • World Gold Council: Gold fell 4% in September, mainly due to the negative impact of rising US Treasury yields, futures positions and the strength of the US dollar.
  • Brazil is currently experiencing its worst drought in 1991. The water level of hydropower stations continues to drop, power generation is far from being able to meet demand, and electricity bills continue to rise. In August of this year, due to the drought, the Brazilian government further increased energy prices by an average of 6.78%.
  • Forbes released the 2021 US Rich List. Bezos still tops the list with a wealth of US$200.1 billion, Musk is second with US$190.5 billion, Zuckerberg is third with US$134.5 billion, and Bill Gates is fourth. Warren Buffett has retired to the eighth place, with wealth worth $102 billion.
  • India has suffered from coal and electricity shortages. India needs to import 300 to 400 million tons of coal every year from Australia, Indonesia and other countries. However, due to the recent surge in coal prices, Australia’s Newcastle high-quality thermal coal hit a new high in the past 13 years. The price of thermal coal in Indonesia has also been pushed up all the way, so India has reduced its coal imports.