Covid-19 & Vaccine

  • The British media “Dialogue” commented that 70% of the world’s vaccines are currently produced in India. The outbreak of the new crown crisis in India means that the export of the above-mentioned vaccines has been delayed or cancelled. This has made many countries vulnerable to a new wave of epidemics. It may delay their efforts to restore normalcy.
  • Sun Weidong cited data from the General Administration of Customs of China as saying that since April, China has provided India with more than 5,000 ventilators, 21,569 oxygen generators, more than 21.48 million masks and approximately 3,800 tons of medicines. Chinese companies are stepping up production of 40,000 oxygen generators, striving to deliver them to India as soon as possible.
  • WHO: The number of newly confirmed cases globally remained at the highest level for the second consecutive week. In the last week of April, there were more than 5.7 million new confirmed cases worldwide, which has been rising for 9 consecutive weeks; the number of new deaths exceeded 93,000, rising for 7 consecutive weeks; the number of new confirmed cases and deaths in Southeast Asia both increased significantly, 90% The above is from India. In the last week of April, 46% of new confirmed cases and 25% of new deaths worldwide came from India.

Industry

  • According to data from the China Bicycle Association, since the first quarter of this year, the industrial added value of my country’s bicycle (including electric bicycles) manufacturing industry has increased by more than 30%. From January to March, the output of bicycles above designated size was 10.7 million, a year-on-year increase of 70.2%; The output of bicycles above designated size was 7.081 million, a year-on-year increase of 86.3%. Since the beginning of this year, some brands of electric bicycles with strong bargaining power have increased their average selling prices by between 5% and 10%.
  • Strategy Analytics: In the first quarter, Apple, Samsung, Lenovo and Amazon’s tablet shipments were among the top 4; Huawei’s tablet shipments fell by 33% year-on-year, with a global market share of 4.4%, while Apple’s skyrocketing 75 %, the global market share is 36.7%.
  • Canalys: The global PC market achieved strong growth for the fourth consecutive quarter. In the first quarter of 2021, PC shipments surged 53.1% year-on-year to 122.1 million units. Among them, Chromebooks performed well, with shipments increasing by 274.6% to 12 million units; tablet PC shipments increasing by 51.8% to 39.7 million units.
  • First Commercial Vehicle Network: In April, China’s heavy truck market is expected to sell 198,000 vehicles of various types, down 14% month-on-month and up 4% year-on-year, setting a new high for heavy truck sales in April. From January to April, the total sales of the heavy truck market was 730,000, an increase of 57% over the same period last year.

Trade

  • The UK-Europe trade agreement was officially approved and entered into force.
  • United Kingdom: Announced to strengthen trade and investment relations with India. The British government announced on May 4 that under the framework of the Group of Seven (G7) foreign ministers’ meeting in London, the UK will sign a £1 billion trade and investment agreement with India; British companies will also sign more than 4.46 with India. Billion pounds of new export agreement.
  • South Korea’s exports hit the highest quarterly data ever. The Korea Customs Service released the latest trade data for the first quarter. In the first quarter, South Korea’s cumulative exports were 146.5 billion U.S. dollars, an increase of 12.5% ​​year-on-year, setting the highest quarterly data ever. South Korea’s imports totaled US$136.1 billion, a year-on-year increase of 12%. Since then, in the first quarter of this year, South Korea’s total trade volume was 282.6 billion U.S. dollars, with a trade surplus of 10.4 billion U.S. dollars.
  • Brazil: The foreign trade surplus in April reached a record high, achieving a surplus of 10.349 billion U.S. dollars, an increase of 67.9% over the same period last year, setting the country’s highest single-month record since the start of the statistics in 1989.
  • Thailand: Durian exports to China reached US$186 million in the first quarter.
  • Malaysia: Palm oil prices hit a new high and set a new record on May 3, reaching 4,502 ringgits per ton.

Company

  • Amazon’s first-quarter net profit surged 220% year-on-year. Amazon released the first quarter earnings report for fiscal 2021. The quarterly net profit was 8.107 billion U.S. dollars, an increase of 220% compared with last year’s net profit of 2.535 billion U.S. dollars; net sales were 108.518 billion U.S. dollars, an increase of 44% compared with 75.452 billion U.S. dollars in the same period last year. Net sales of products in the first quarter were 57.491 billion U.S. dollars, higher than 41.841 billion U.S. dollars in the same period last year.
  • Saudi Aramco’s net profit in the first quarter increased by 30%. Saudi Arabia’s National Petroleum Corporation (Saudi Aramco) issued a financial report on May 4, stating that driven by the strengthening of the international oil market and the rising profit margins of refining and chemical products, the company’s net profit in the first quarter of this year increased to 21.7 billion US dollars, an increase from the same period last year. 30%.
  • Samsung announced a US$44.7 billion investment plan in the United States and South Korea’s Pyeongtaek.
  • Taiwan Optoelectronics: In April, revenue was approximately NT$2.95 billion, a record high in a single month. From January to April, revenue was approximately NT$10.955 billion. For the first time, it exceeded NT$10 billion in the previous April, an annual increase of 34.6%.
  • Yonhap News Agency: “EV6”, the first model of Kia’s exclusive electric car brand, has exceeded 7,300 pre-sales in European countries such as Germany, Britain, France, Spain, and Italy.
  • Nissan Motor: It will sell all its German Daimler stocks and plans to sell it to institutional investors before the end of June. The sales will reach 1.149 billion euros. The French Renault sold off Daimler shares in March, and the Daimler shares held by the Japan-France Auto Union will return to zero.
  • Baidu launched a paid self-driving taxi service. From May 2, it launched a paid self-driving taxi service in Beijing, becoming the first Chinese company to provide self-driving taxi services to paying users. By booking a car through Baidu Apollo GO App, you can experience the “shared unmanned vehicle” travel service in Beijing Shougang Park and other areas.
  • COSCO SHIPPING Holdings made a profit of 15.45 billion yuan in the first quarter.

China

  • Ministry of Culture and Tourism: During the May 1st holiday in 2021, 230 million domestic tourists traveled nationwide, an increase of 119.7% year-on-year, and recovered to 103.2% of the same period before the epidemic; domestic tourism revenue was 113.23 billion yuan, an increase of 138.1% year-on-year, and returned to the epidemic 77.0% in the same period before.
  • Haikou Customs: Three days before the holiday, the customs supervised a total of 485 million yuan of duty-free shopping on outlying islands and 65,400 shoppers, up 215.24% and 140.23% year-on-year respectively, and per capita consumption exceeded 7,400 yuan.
  • CCTV Finance: released big data on Chinese youth consumption. In the consumption forecast for 2021, tourism, health care, and education and training rank among the top three in the consumption list of young people aged 18-25.
  • Netlink platform: 4 days before the May Day holiday, a total of 6.824 billion fund-related cross-institutional online payment transactions were processed, with an amount of 4 trillion yuan. The average daily transaction number and value increased by 25.74% and 45.50% year-on-year respectively. Among them, the number and value of online payment transactions related to film and television entertainment increased by 185% and 170% year-on-year respectively; the tourism market is recovering, and the average daily transaction number and value of some large-scale tourism service platforms increased by 133% and 131% year-on-year, respectively.
  • During the “May 1st” holiday, Shanghai received 16.889 million tourists, a year-on-year increase of 138.88%. Among them, 624.96 million tourists from other provinces and cities came to Shanghai, accounting for 37% of the total number of tourists. The “May 1st” holiday tourism drove about 40 billion yuan in consumption; the average guest room occupancy rate of hotels was 71%, which was 45 percentage points higher than the same period in 2020. , More than 15 percentage points over the same period in 2019.

World

  • The Netherlands has decided to continue to extend the enterprise epidemic allowance. The package of measures in the Netherlands will expire on June 30. Recently, the Dutch Central Planning Bureau proposed to continue to support it in preparation for the extension to September 30. Dutch business operators will be supported by wage payment plans and fixed-cost plans, and self-employed individuals can get help through the TOZO plan.
  • United Nations: Global e-commerce sales have increased dramatically. In 2020, the share of online retail in all retail sales will increase from 16% to 19%.