Covid-19

  • Italy: Starting from June 28, after all regions of Italy have entered the white areas with the lowest level of prevention and control, the mandatory outdoor wearing of masks can be cancelled, except in places where there are crowds.
  • Germany: Starting from June 25th, non-EU citizens who have been fully vaccinated can travel to Germany, study or engage in other activities. According to the new regulations issued by Germany, foreign travelers to Germany must complete the new crown vaccination at least 14 days before the arrival time, and the vaccination must be a vaccine approved by the European Medicines Agency. Currently Chinese vaccines and Russian vaccines are not included.
  • France allows foreign travelers who have been vaccinated in Europe and the United States to enter the country directly, and travelers who have been vaccinated in China and Russia need to provide reasons and corresponding nucleic acid test certificates.
  • Spain has relaxed entry restrictions on June 7. Foreign travelers only need to provide proof of vaccinations against the new crown vaccine approved by the European Medicines Agency or WHO to enter Spain.
  • Indian media: Many ports around the world restrict the entry of Indian seafarers

Industry

  • Audi Germany: After 2026, all new vehicles put on the market will be pure electric vehicles.
  • SEMI: In May, global orders from North American semiconductor equipment manufacturers reached US$3.59 billion, an increase of 4.7% month-on-month and a year-on-year increase of 53.1%. Sales are expected to continue to maintain significant growth. As the industry takes further measures to solve the recent capacity constraints, investment in semiconductor equipment will continue to hit a record high.
  • Corning: After the first announcement at the end of March to increase the price of glass substrates in the second quarter, the price increase was announced again. This is the first time in the history of the panel that the price of glass substrates has increased for two consecutive quarters. Due to rising operating expenses such as transportation costs, energy, raw materials, and inflationary pressures, the price of glass substrates for displays will be appropriately increased in the third quarter. It is expected that the supply and demand of glass substrates will remain tight in the third quarter.
  • China Securities Journal: Since the beginning of this year, driven by the demand for 5G, PC, NB, automotive, etc., the supply of inductors has been in short supply. Coupled with the increase in raw material prices, the two major Japanese index factories, Murata and TDK, no longer accept low-margin products. Mainland China Inductor Factory Sunlord also replaced the old part numbers with new ones and increased the price by 10-30%. Taiwanese inductor manufacturers such as Qilishin, Taiqingke, and Jinzhanke have rushed to catch up with the market boom, and recently cancelled the price discounts to customers in the past quarters.
  • Tik Tok: In the past year, Tik Tok’s rural videos received 12.9 billion likes, and the income of rural video creators increased by 15 times year-on-year. Among the creators of the TikTok Sannong, 54% are young people who have returned to their hometowns to start a business. Urban white-collar workers have the highest percentage of returning to start their own businesses, followed by migrant workers.
  • World Wide Web: The sales of Australian wines that rely on the Chinese market plummeted, and France regained the top spot in Chinese wine imports. In May, my country imported only 107,400 liters of wine from Australia, and the amount shrank to 2,873,900 yuan; the corresponding data for French wine was 8,795,400 liters, and the amount was 310 million yuan.
  • South Korea: To formulate a 6G research and development plan, and invest 220 billion won in the next five years. Through joint research between South Korea and the United States, it will fully occupy the commanding heights of the next-generation 6G communication core technology.

Trade

  • Japan: In May, the number of machine tool orders to China hit the second highest in history. In May, Japan’s overseas machine tool orders hit a record high of 90.7 billion yen. During the same period, the value of orders to China was 38.7 billion yen, a year-on-year increase of 2.7 times, the second highest level in history.
  • Thailand: Delayed receipts by foreign customers severely impacted exports. According to Thailand’s “World Journal” recently reported that the problem of soaring ocean freight has severely affected Thailand’s export industry. Foreign customers cannot afford price increases and demand delays in delivery in the third quarter. Agricultural products and processed food products are most affected. It is reported that the Thai Ministry of Commerce is speeding up the approval of two freighters to enter the port.
  • Kazakhstan: plans to export more than 700,000 tons of vegetables. It plans to sign a mutual supply agreement of potatoes, onions, carrots and cabbage with neighboring countries, which will be able to supply about 765,000 tons of vegetables to neighboring countries.
  • United Kingdom: plans to take multiple measures to create a “technological superpower”. British Prime Minister Johnson recently announced a plan to establish a “Science and Technology Strategy Office” and will invest 14.9 billion pounds in research and development of solutions that benefit the public, striving to build the United Kingdom into a “tech superpower.”
  • In recent years, China’s new foreign trade business models and new models have developed rapidly. Among them, the scale of cross-border e-commerce has increased by nearly 10 times in five years.
  • Amazon data shows that orders for outdoor sun hats commonly used in hotel gardens have increased significantly, and sales in Europe have increased three times over the same period of the previous year. Data shows that the hotel supplies market is growing at a compound annual growth rate of about 8%, and is expected to reach nearly US$5,891 billion by 2022. It is predicted that from 2019 to 2023, the global linen products market will reach 37.59 billion U.S. dollars, with a compound annual growth rate of 7.17%.
  • Aluminum foil: India made a final anti-dumping ruling. Recently, the Ministry of Commerce and Industry of India issued an announcement stating that it has made a positive final anti-dumping ruling on aluminum foil originating in or imported from China, Indonesia, Malaysia and Thailand with a thickness less than or equal to 80 microns. Among them, it is recommended to impose a 398.45~976.99 US dollars on the Chinese products involved. Anti-dumping duties on metric tons.

Company

  • Tesla: It showed the longest charging line in mainland China. A total length of 5,000 kilometers, spanning across China’s vast territory from east to west, there are 27 electric vehicle charging stations along the way.
  • SpaceX: Musk’s Starlink project is expected to provide continuous global coverage around September, but it will need to seek regulatory approval.
  • Kuaishou: It has reached a strategic cooperation with China Central Radio and Television for the short video broadcast of the 2020 Tokyo Olympics and the 2022 Beijing Winter Olympics, officially becoming the right-holding broadcaster for the 2020 Tokyo Olympics and the 2022 Beijing Winter Olympics.
  • The number of global monthly active users of Kuaishou reached 1 billion.

China

  • Shanghai’s total annual tourism revenue will increase from 313.978 billion yuan in 2020 to more than 700 billion yuan, accounting for 6% of Shanghai’s GDP. The number of major investment projects in tourism has increased to 100, the number of tourist entrances with tens of millions of traffic has increased to 6, the number of national 5A-level tourist attractions has increased to 6, and 200 have been built in good places at home.
  • Beijing-Shanghai high-speed rail company: Beijing-Shanghai high-speed rail has become the largest and busiest high-speed rail line in China in the past ten years, with a total of 1.35 billion passengers safely transported. The annual transportation volume has increased from 65.53 million in 2012 to the peak of 210 million in 2019. , An increase of 2.3 times.

World

  • US Drought Monitoring Center: Currently, about 88% of the western United States is in drought, and some areas have reached “abnormal drought.” The drought has caused a shortage of local domestic water; the water level of the Hoover Dam is the lowest in history, threatening the safety of local electricity use; agriculture and animal husbandry are facing a great crisis. The governor of Utah in the United States asked people to save water and pray for rain. In addition, the local state government has no better way to deal with it.
  • National Association of Realtors: In May, the median price of existing home sales in the United States exceeded US$350,000 for the first time, reaching a record high of US$350,300, a year-on-year increase of nearly 24%. Since breaking through $300,000 for the first time in July last year, the median house price has risen sharply. Rising prices of existing homes have caused more buyers to take a wait-and-see attitude, causing sales of existing homes to decline for four consecutive months.
  • Bloomberg: From June 26th to 27th, California will face record high temperatures, which may put pressure on California’s power supply system for several days. By then, the temperature in the Northwest Pacific to California will be 11-17 degrees Celsius higher than the usual average temperature, and the hot weather will continue until next week. Last week, the highest temperature in parts of California reached about 43 degrees Celsius.
  • Korea Statistics Office: In April, the population of South Korea experienced a natural decline for 18 consecutive months. The birth population was 22,200, a year-on-year decrease of 2.2%, which was the lowest in the same month since the statistics began in 1981.
  • “Washington Post”: The latest research by NASA and the National Oceanic and Atmospheric Administration shows that between 2005 and 2019, the earth’s heat is out of balance, and the amount of heat “trapped” has approximately doubled. The magnitude of the increase in heat is unprecedented, and the earth is warming faster than expected.