Covid-19& Vaccine

  • As of April 11, China has reported a total of 167 million doses of COVID-19 vaccine injection.

World

  • After Japan decided to discharge the wastewater from the Fukushima nuclear power plant into the sea, various large supermarkets in South Korea plan to continue not selling Japanese seafood.
  • Mexico surpassed China to become the largest trading partner of the United States. Recently, according to official U.S. data, in the first two months of 2021, Mexico became the largest trading partner of the U.S., with bilateral trade volume reaching 96.998 billion U.S. dollars. Mexico accounted for 14.9% of U.S. imports and exports in these two months, followed by China (14.7%) and Canada (14.3%).
  • The fiscal deficit of the US federal government hit a record high. Recently, the U.S. Department of the Treasury released a report showing that in the first half of fiscal 2021 (October 2020 to March 2021), the U.S. federal government fiscal deficit rose to $1.7 trillion, a record high over the same period in history.
  • Egypt formally detained the “Ever Given” freighter. On the 14th, according to Egyptian media reports, the “Ever Given” freighter that had caused congestion in the Suez Canal for many days had been detained by the court until it paid 900 million U.S. dollars in compensation. The “Nagagi” belongs to Japan’s Masei Steamship Co., Ltd., and is currently moored in a lake near the canal after lifting the stranding.
    Coinbase became the first currency company listed in the United States, and the reference price was set at $250 per share.

China

  • Nuclear Energy Industry Association: In 2020, China’s nuclear power generation capacity was 366.243 billion kWh, an increase of 5.02% over 2019. As of the end of 2020, China has 17 nuclear power plants under construction, and the capacity of assembled machines under construction has remained the world’s largest for many years.
  • Energy Bureau: In March, the electricity consumption of the whole society was 663.1 billion kWh, a year-on-year increase of 19.4%. The electricity consumption of the primary industry was 6.8 billion kwh, a year-on-year increase of 26.5%; the electricity consumption of the secondary industry was 461.5 billion kwh, a year-on-year increase of 21.2%; the electricity consumption of the tertiary industry was 101.8 billion kwh, a year-on-year increase of 42.9%; urban and rural residents The electricity consumption for daily life was 93 billion kWh, a year-on-year decrease of 5.3%. In the first quarter, the total electricity consumption of the whole society was 1921.9 billion kwh, a year-on-year increase of 21.2%.
  • China Securities Journal: With the implementation of policies such as the “Waste Ban” and “Plastic Restriction Order”, the demand for paper products and pulp has increased sharply, and the prices have risen rapidly.
  • Ouyang Minggao, academician of the Chinese Academy of Sciences: Hydrogen energy is the best way to store large-scale long-period energy from centralized renewable energy. In the next ten years, the intelligent new energy ecosystem of vehicle-network interaction will form two combinations, namely, a distributed light-storage-charge integrated intelligent energy system and a centralized wind-light-hydrogen integrated intelligent energy system. The latter needs to integrate centralized wind power and photovoltaic, hydrogen energy, fuel cell, Internet of Things and blockchain. Photovoltaic and wind power will enter the terawatt era, and fuel cell vehicles will enter the era of millions of vehicles.

Industry

  • FAW-Volkswagen: Audi will reduce production by 30%, which will be reduced in about two weeks, involving models such as A4L, A6L and Q5L. The number of production cuts in April may exceed 20,000 units. The main chips causing the reduction in production mainly come from door controllers, gateway controllers, central control displays, body stability control systems (ESP), etc. The gateway controllers may face a 6-week suspension of production. If the shortage of gateway controllers is not enough Once resolved, Audi’s production cut will continue until June of this year.
  • Gartner: In 2021, the total number of devices in use worldwide, including personal computers, laptops and desktop computers, is expected to reach 6.2 billion. Among them, the number of notebook computers and tablet computers in use will increase by 125 million units year-on-year. In 2022, the global installed capacity of equipment will reach 6.4 billion units, a year-on-year increase of 3.2%.
  • TrendForce: In 2021, the growth rate of global server shipments is expected to exceed 5%;
  • Aowei Cloud: In March, integrated stoves grew fiercely, with retail sales increasing by 151% year-on-year; retail sales increased by 120.4% year-on-year. Offline retail sales and retail sales increased by 266.5% and 243.8% year-on-year, respectively, and the online and offline growth rates exploded. During March, the online mid-to-high-end market structurally accounted for nearly 80% of the overall market, and the average price rose sharply year-on-year.
  • PricewaterhouseCoopers: In the next 10 years, as user expectations increase and new features emerge, the cost of automotive software development will increase by 83%. Software has become the core of differentiated competition in modern vehicles, software development costs have almost doubled, and the shift from hardware to software.