Omicron 20211207145732

Covid-19 Variant Omicron

  • Zhong Nanshan: China’s vaccination must achieve theoretical herd immunity, and the vaccination rate must reach 83% of the entire population. At present, 1.15 billion people in China have completed the entire vaccination process, accounting for 81.9%. By the end of this year, they are confident to complete the target vaccination rate, which has laid a good foundation for herd immunity.
  • China Kexing: Obtained nasopharyngeal swab specimens from people infected with the Omicron on December 5, and cooperated with the team of Professor Qin Chuan from the Institute of Medical Laboratory Animals, Chinese Academy of Medical Sciences to carry out virus isolation and full gene sequencing. The Variant Omicron has been successfully isolated and the sequencing results have been obtained. Sinovac introduced samples of the Variant Omicron isolated from the University of Hong Kong and transported them to Beijing on the afternoon of December 9 and transferred them to the P3 laboratory of the Institute of Medical Laboratory Animals, Chinese Academy of Medical Sciences for research.
  • According to the British Health and Security Agency, the mutant new variant Omicron is more transmissible than the Delta strain. If it continues to grow at the current rate, by mid-December, variant Omicron infections will account for more than 50% of new cases in the UK, becoming the main strain spreading in the country.
  • US Centers for Disease Control and Prevention: More than 75% of people infected with the variant Omicron in the United States have been vaccinated against the virus, and one-third of those infected have received a booster shot of the Covid-19 vaccine. At present, more than 40 people in the United States have been infected with Omicron mutant. Except for one infected person who was hospitalized with Omicron mutant, all infected people only showed mild symptoms such as cough, nasal congestion and fatigue.
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Trade & Shipment

  • The General Administration of Customs of China: In November, the total value of imports and exports was 3.72 trillion yuan, a year-on-year increase of 20.5%. Exports were 2.09 trillion yuan, a year-on-year increase of 16.6%; imports were 1.63 trillion yuan, a year-on-year increase of 26%. The trade surplus was 460.68 billion yuan, a year-on-year decrease of 7.7%. ASEAN, the European Union, the United States, and Japan are China’s top four trading partners, with imports and exports of 5.11 trillion yuan, 4.84 trillion yuan, 4.41 trillion yuan, and 2.2 trillion yuan respectively; an increase of 20.6%, 20%, 21.1% and 10.7% respectively
  • According to the US “Fortune” magazine, the profit of the global container shipping industry this year is expected to reach a record of 150 billion U.S. dollars, compared with only 25.4 billion U.S. dollars in 2020. During the epidemic, global demand for container freight has soared, causing the industry’s global average freight rate to rise sharply.
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Industry-meta universe

  • Meta universe real estate transactions are booming. In November of this year, there was an outbreak of real estate transactions in Meta Universe. During the week from November 22 to 28, the total transaction volume of the four major Meta universe real estate trading platforms approached 106 million U.S. dollars. According to Forbes, there is a construction company that can make nearly 300,000 U.S. dollars to design a project in Meta Universe.
  • Bill Gates: It is predicted that in the next two to three years, most virtual meetings will shift from two-dimensional images to meta-universes, that is, 3D spaces with virtual images.
  • Economic Daily: With the gradual maturity of related technologies, virtual “digital humans”, as an important carrier of interaction with the virtual world, have a broad potential market. By 2030, the overall market size of China’s virtual “digital people” will reach 270 billion yuan.
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Industry-China

  • China Passenger Car Association: In November, the retail sales of passenger vehicles in China was 1.816 million, a year-on-year decrease of 12.7% and a decrease of 6% compared to November 2019. The retail sales in November were generally weak. The retail sales of new energy passenger vehicles reached 429,000, a year-on-year increase of 131.7% and a month-on-month increase of 17.9%. The sales of new power car companies such as Xiaopeng, Ideal, Weilai, Nezha, Lingpao, and Weimar have generally performed better year-on-year and month-on-month.
  • China Automobile Association: From January to October, the top ten bus sales companies are Jiangling, SAIC Maxus, Changan Automobile, Beiqi Foton, Yutong Bus, Nanjing Iveco, King Long United, Xiamen Golden Travel, Dongfeng Company and Brilliance Renault . Compared with the same period, Dongfeng Company’s growth rate was even more significant. The above ten enterprises sold a total of 351,200 vehicles, accounting for 87.62% of total passenger car sales.
  • China Automobile Dealers Association: In November, the national second-hand car transaction volume was 1.5437 million units, an increase of 5.99% month-on-year, and a monthly decrease of 1.91% year-on-year. The transaction amount was 103.648 billion yuan.
  • China Automobile Association: In November, the production and sales of automobiles were 2.585 million and 2.522 million, respectively, up 10.9% and 8.1% month-on-month, and down 9.3% and 9.1% year-on-year. From January to November, the production and sales of automobiles completed 23.172 million and 23.489 million, respectively, representing a year-on-year increase of 3.5% and 4.5%. In November, the sales volume of new energy vehicles was 450 thousand units, an increase of 121.1% year-on-year and an increase of 17.3% month-on-month; from January to November, the market penetration rate of new energy vehicles reached 12.7%.
  • China Machinery Association: Sales of various excavators in November were 20,444 units, a year-on-year decrease of 36.6%; among them, 14,014 units were domestic, a year-on-year decrease of 51.4%; 6,430 units were exported, a year-on-year increase of 89%. From January to November, a total of 318,746 excavators were sold, a year-on-year increase of 7.66%; of which, domestic 258934 units, a year-on-year decrease of 2.49%.
  • CCTV Finance: Due to the shortage of chips, the production of new cars in Japan has fallen. In November, the transaction price of second-hand cars in Japan rose to the highest point in 10 years. According to data released by Japan’s largest second-hand car dealer, the average price of second-hand car transactions was 938,000 yen, or about 53,000 yuan, an increase of 31.5% from the average transaction price in November 2019.
  • Statistics Bureau: In 2021, the total national grain output was 1365.7 billion jin, an increase of 26.7 billion jin or 2.0% year-on-year. The annual grain output reached a new high and remained above 1.3 trillion jin for seven consecutive years. Among them, the output of autumn grain was 1017.8 billion jin, an increase of 19.1 billion jin or 1.9% year-on-year.
  • TrendForce Consulting: With the rapid development of China’s new energy automobile industry, the amount of power battery retirements is increasing year by year. In 2021, China’s power battery scrap is expected to exceed 18GWh and reach 91GWh by 2025. At present, the recycling and utilization of power batteries are mainly divided into cascade utilization and recycling. Among them, the market size of waste battery recycling in 2020 has reached 2.4 billion. It is estimated that China’s waste battery recycling market will reach 26 billion in 2025.
  • Guangming Daily: The number of e-sports users in China has reached nearly 500 million, an increase of 350% from 2015. The huge audience group and the successively promulgated support policies have made the e-sports industry a new industry with huge potential. From “game” to “competition”, from “competition” to “industry”, the e-sports industry is growing into an important driving force for the development of the new economy.
  • CCTV Finance: At present, China has become the world’s largest robot market. From January to October, the output of China’s industrial robots was 298,000 sets, a year-on-year increase of 51.9%. The advanced manufacturing industry represented by industrial robots is becoming a new driving force for China’s economic growth.
  • CCTV Finance: Beijing has recently opened the ski season, and the increase in skiers has driven the development of surrounding homestays. A practitioner in Yanqing District, one of the three major competition areas of the Winter Olympics, said that with the cooperation with surrounding ski resorts, the occupancy rate can reach 80% on weekends and holidays. In addition, from 2014 to 2020, the number of continuously operating ski resorts in the country has increased from 460 to 715, and the number of ski resort ropeways, ski resort magic carpets, snow machines and other related equipment has also increased significantly.
  • Post Office: In 2021, China’s express delivery business volume has reached 100 billion pieces. This is the first time that China’s express delivery business volume has exceeded 100 billion yuan per year. It has ranked first in the world for eight consecutive years, serving nearly 700 million daily users.
  • Ministry of Transport: As of November 30, a total of 255 online car-hailing platform companies across the country have obtained online car-hailing platform operating licenses, an increase of 4 from the previous month; a total of 3.864 million online car-hailing driver licenses were issued in various regions, an increase of 2.9% respectively . The national online car-hailing supervision information interactive platform received a total of 623.099 million orders in November, a decrease of 9.9% from the previous month.
  • Beijing News: As of December 11, the total box office (including pre-sales) of the Chinese film market in 2021 exceeded 45 billion yuan, with a total of 1.115 billion movie-watchers and a total of 117 million shows.
  • People’s Daily: As of December 8, the total box office and the number of screens of Chinese films in 2021 will rank first in the world. The number of screens nationwide will reach 81,317, and the scale of giant screens will rank first in the world. In the past five years, China’s total production of films has exceeded 4000, and the number of movie viewers has exceeded 8 billion.
  • The State Administration for Market Regulation: In the first three quarters, the advertising revenue of China’s leading enterprises and institutions has reached 940 billion yuan, an increase of 21% over the same period last year. The size of the Chinese advertising market is expected to exceed the 1 trillion yuan mark this year.
  • In 2020, the proportion of “one-generation households” nationwide will increase by 15.33 percentage points compared with 10 years ago, reaching 49.5%. The so-called “one-generation household” refers to the situation where people of the same generation live or live alone. Behind this is a major shift in the Chinese family model, and the “family of three” model is no longer the most mainstream model of the family.
  • Southern Power Grid: Shenzhen’s entire society’s electricity consumption and power supply both exceeded 100 billion kWh. It is estimated that the annual power supply will reach 106.62 billion kWh, an increase of 12.9% year-on-year, and the total electricity consumption of the whole society will be 110.43 billion kWh throughout the year, an increase of 12.3% year-on-year. Shenzhen has become the fifth city in China that has exceeded 100 billion in electricity supply and consumption after Beijing, Shanghai, Suzhou and Chongqing.
  • SAFE: At the end of November, the scale of foreign exchange reserves was 3222.4 billion U.S. dollars, a month-on-month increase of 4.8 billion U.S. dollars. Gold reserves reported 62.64 million ounces, unchanged from the previous month.
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Industry -World

  • The TGA (The Game Awards) Awards recently announced the list of winning games. “League of Legends” won the best e-sports game of the year. The award nominated games include “Call of Duty 16: Modern Warfare”, “Counter-Strike: Global Offensive”, “Fortnite” and “Fearless”. Contract VALORANT. As of this year, “League of Legends” has won the e-sports game of the year for three consecutive years. Since its establishment in 2018, the “League of Legends” has won the League of Legends Global Finals for four consecutive years since its establishment in 2018.
  • Science and Technology Daily: The US Congress recently released a report showing that the United States has become the world’s largest producer of plastic waste. At present, the country generates about 42 million tons of plastic waste each year, which is more than the total waste generated by the entire EU member states, equivalent to about 130 kilograms of waste generated by Americans. In addition, the country is expected to leak 1.13 million to 2.24 million tons of plastic waste into the environment each year.
  • CCTV Finance: Affected by inflation, the prices of various agricultural and livestock products in South Korea have basically reached historical highs. Broccoli has risen to about 16 yuan, up nearly 50% year-on-year. Among the eight representative Korean food and beverage dishes, the prices of seven products including kimchi soup, cold noodles and bibimbap have all increased. In addition, not only did the real income of the Korean people not increase, the gross national income in the third quarter also regressed after a lapse of five quarters.
  • The British government: It will phase out 2G and 3G mobile networks by 2033 to prepare for 5G and eventually 6G services, which will power technologies such as driverless cars. Four telecom operators, EE, Vodafone, O2 and Three, all agreed to the timetable.
  • The price of metal cobalt in the international market has risen by 102% as of the end of November, and the price of raw materials has also risen by 86% in the same period. According to industry insiders, the dollar-denominated cobalt has exceeded US$31 per pound, and the import cost of metal cobalt has exceeded 500,000 yuan per ton. The current domestic metal cobalt price is about 460,000 yuan. With the rapid growth of the scale of new energy vehicles, the amount of cobalt used in China’s ternary material power battery has maintained a growth rate of more than 30% year by year in recent years, which is also pushing up the price of cobalt.
  • Semiconductor Industry Association: In October, global semiconductor sales increased to 44.8 billion U.S. dollars, a year-on-year increase of 24%. Global semiconductor sales this year will reach 553 billion U.S. dollars, a new high, with a year-on-year increase of 25.6%. It is expected that global semiconductor sales will continue to grow in 2022, but the growth rate will slow down. It is expected to increase by 8.8% year-on-year, and sales will reach 601.5 billion US dollars, which will hit a new high.
  • CCTV Finance: Japanese pets will be forced to install anti-lost chips. Japan stipulates that starting from June 2022, pet shops must install micro-electronic chips for pets sold, and register the names, addresses, and phone numbers of pets and owners. When the pet is lost or abandoned, only the identification code of the chip in the pet’s body can be identified to find the owner.
  • CCTV News: According to the US Food and Drug Administration, several important prescription drugs in US pharmacies have been sold out, and about 111 drugs such as heart drugs, antibiotics and anti-cancer drugs are out of stock. Approximately 80% of active pharmaceutical ingredient manufacturers are located overseas, and the epidemic has caused a disruption in the supply chain; measures will continue to be taken to monitor the supply chain.

Company

  • Honeycomb Energy: Completed 6 billion yuan of B+ round equity financing.
  • Luckin Coffee: Net income in the third quarter was 2.350.2 billion yuan, an increase of 105.6% year-on-year. In the quarter, revenue from product sales was 1.934 billion yuan, a year-on-year increase of 83.9%; the average monthly transaction customer was 14.7 million, a year-on-year increase of 79.2%. The operating loss in the third quarter was 6.7 million yuan, and the operating loss in the same period last year was 462.5 million yuan, which was significantly narrowed.
  • Nova Coffee: Announced the completion of two consecutive rounds of financing, round B and round B+, with a cumulative amount of 200 million yuan.
    The Italian Competition and Market Authority: imposed a fine of more than 1.128 billion euros on Amazon for abusing its market position. Amazon’s practices in the service and logistics fields have harmed other market participants.
  • Great Wall Motors: In November, car sales were 122,500, a year-on-year decrease of 15.65%. Among them, 16,633 new energy vehicles were sold; total vehicle sales from January to November were 1,118,600, an increase of 16.34% year-on-year.
  • Geely Automobile: In November, the total sales volume was 135,869 units, a decrease of approximately 10% year-on-year and an increase of approximately 22% month-on-month. Among them, the sales of new energy vehicles were 16,161 units, an increase of about 137% over the same period last year and reached a record high.
  • South Korea: By 2050, South Korea will establish more than 2,000 hydrogen refueling stations across the country. South Korea’s hydrogen energy will account for 33% of final energy consumption and 23.8% of power generation, making it the largest energy source surpassing petroleum.

World

  • United States: The non-seasonally adjusted CPI annual rate in November was 6.8%, the highest since June 1982, the previous value was 6.2%, and the expected 6.8%; the seasonally adjusted CPI monthly rate was 0.8%, the previous value was 0.9%, and the expected 0.7%; November The unadjusted core CPI recorded 4.9%, the highest since December 1990.
  • Japan: According to data released by the Bank of Japan, the Japanese corporate price index rose to 108.7 in November, an increase of 9% year-on-year, and the year-on-year increase for nine consecutive months, the largest increase since December 1980. Among the 744 commodity varieties included in the statistics, the commodity prices of 453 varieties increased year-on-year, accounting for about 60%. The prices of petrol, diesel and other petroleum and coal products, steel, wood, and chemical products have increased significantly.
  • In 2021, the inflation rate in more than 80 countries and regions around the world will hit a five-year high. This year, the overall global inflation rate will reach 4.3%, a 10-year high. Among them, the Eurozone CPI increased by 4.9% year-on-year in November, the largest increase in the past 25 years.
  • Korea Statistics Office: As of December 9, the total population of South Korea is 51.75 million (including foreigners living in Korea) in 2021, which is a decrease of 90,000 from 51.84 million in 2020. After South Korea’s population peaked in 2020, there will be a negative growth in the total population from 2021. South Korea has already experienced a death cross phenomenon in which the number of deaths is greater than the number of births in 2020, which is called the “death cross” by the government.
  • House prices in many countries around the world have seen their biggest increases in a decade. In developed countries such as Europe, North America, Japan and South Korea, house prices have risen to an astonishing level, and many people are calling out that they cannot afford it. As of the second quarter, the global average house price rose by 9.2% year-on-year. Among them, New Zealand house prices rose by 25.9%, the U.S. and Slovakia both reached 18.6%, and Turkey’s house prices rose by 29.2%, ranking first in the world.