- Hot-dip galvanized iron wire: Japan made the final ruling on anti-dumping. The Ministry of Finance of Japan recently issued an announcement to make an affirmative final ruling on the anti-dumping of hot-dip galvanized iron wire originating in China and South Korea. Products are subject to anti-dumping duties of 26.5%-41.7%. The tax period is from December 8, 2022 to December 7, 2027. The Japanese name of the product under investigation is “溶融亜鉛めっき鉄線”, and this case involves products under the Japanese Customs Tariff No. 721720.
- Vietnam: The accumulative export of telephones and parts this year totaled US$52 billion. According to the Vietnam Zing website, according to data released by the General Administration of Customs of Vietnam, as of the first half of November, Vietnam’s foreign exports totaled 326.68 billion US dollars. Among them, telephones and parts and components are still Vietnam’s most exported commodities. Although the export value in the first half of November decreased by 290 million US dollars compared with the previous month, the cumulative export value this year reached 52.75 billion US dollars, a year-on-year increase of 7.8%. Among them, the largest export destination is China, with an export value of about 12.99 billion US dollars, a year-on-year increase of 7.8%, followed by the United States, the European Union and South Korea.
- TrendForce: In the third quarter, the global smartphone market shipped 289 million units, down 0.9% quarter-on-quarter and 11% year-on-year. It is expected that the iPhone market share will rise from 17.6% in the third quarter to 24.6% in the fourth quarter, which will help Apple surpass Samsung in Q4 and become the number one in the global smartphone market.
- SEMI: Total global sales of semiconductor manufacturing equipment by original equipment manufacturers are expected to hit a record high of $108.5 billion in 2022, marking a third consecutive record and up 5.9% from the industry record of $102.5 billion set in 2021. The total global semiconductor manufacturing equipment market is expected to shrink to $91.2 billion next year, before rebounding in 2024 driven by front-end and back-end markets.
- China Securities Journal: Since November, among commodity assets, industrial metals have performed well, and the prices of futures such as copper and aluminum have risen by more than 10%.
- Post Office: From December 1st to 12th, the collection volume of the entire network increased by 5.6% year-on-year. On December 12, postal and express delivery companies across the country received a total of 453 million postal (express) items, which is basically the same as the “Double 12” in 2021. Since December, the postal express industry has accelerated its recovery and ushered in a new round of business peaks, with a single-day collection volume remaining at more than 360 million pieces.
- Cui Dongshu, Secretary-General of the Passenger Federation: The price segment structure trend of the national passenger car market continues to rise, the sales of high-end models have increased significantly, and the sales of mid- and low-priced models have decreased. The proportion of sales of models below 50,000 yuan is currently only 4%, which continues to rise compared with the proportion in 2020.
- Canalys: In the third quarter, the wearable wristband market in mainland China continued to be weak, with overall shipments of 12.1 million units, a year-on-year decrease of 7.0%. Among them, the wristband market has experienced a year-on-year decline for eight consecutive quarters, with shipments falling to 3.5 million units. Smart watches became the only sub-category that maintained growth in the Chinese mainland market in the third quarter, with a year-on-year increase of 16.8%.
- China National Railway Group Co., Ltd.: According to data released, from January to November this year, a total of 15,162 China-Europe trains have been operated and 1.475 million TEUs of goods have been dispatched, an increase of 10% and 11% year-on-year respectively. In addition, a total of 687,000 TEUs of goods have been delivered by sea-rail combined transport containers in the Western Land-Sea New Corridor, a year-on-year increase of 18.9%.
- Sensor Tower: In November, Douyin(抖音) and the overseas version of TikTok’s global app store and Google Play revenue increased by 10.1% year-on-year, ranking first in the global mobile app revenue list. Among them, about 42.9% of the revenue came from the Chinese version（Douyin抖音）; the US market contributed 20.7% and ranked second; the German market accounted for 3.7% and ranked third.
- Blizzard China: We are negotiating with some potential distribution partners in the national server region for World of Warcraft, and we expect the transition and handover of the national server with new partners to proceed smoothly.
- Two of the largest U.S. retail pharmacy chains, CVS and Walgreens, have reached cross-state settlements totaling $10.7 billion over opioids. Over the next 15 years, CVS will pay $5 billion and Walgreens will pay $5.7 billion.
- Amazon: In addition to canceling outbound offers and layoffs that began last month, it is delaying the entry dates of some new graduates by about six months.
- United Airlines: is ordering 100 Boeing 787 Dreamliners and 100 737 MAX planes, with a price tag of about $43 billion.
- Shopee: announced partnerships with Brazilian supermarket giants Pode Aúcar, Dia and Oba Hortifruti chains.
- Goldman Sachs（高盛集团）: plans to cut hundreds of jobs at least.
- WHL(万海海运) announced its performance: in November this year, its operating income was NT$12.989 billion (approximately US$413 million), a year-on-year decrease of 43.27% and a month-on-month decrease of 13.34%. The cumulative revenue in the first 11 months was NT$247.410 billion (approximately US$8.322 billion), a year-on-year increase of 20.83%.
- Volkswagen’s Skoda brand is considering withdrawing from the Chinese market.
- LiXiang Auto（理想汽车）’s revenue was 9.34 billion yuan, a year-on-year increase of 20.2%.
- United Nations Conference on Trade and Development: Global trade volume will reach a record level of approximately US$32 trillion in 2022. The total trade in goods is expected to reach nearly US$25 trillion, an increase of about 10% year-on-year; the total trade in services is expected to reach nearly US$7 trillion, an increase of about 15% year-on-year.
- United States: In November, CPI rose by 0.1% month-on-month, expected to rise by 0.3%; CPI rose by 7.1% year-on-year, expected to rise by 7.3%; core CPI rose by 6% year-on-year, expected to rise by 6.1%.
- Australia: GDP grew by 0.6% quarter-on-quarter in the third quarter.
- Czech Republic: CPI rose 16.2% year-on-year in November.
- United States: The federal deficit hit a record $249 billion in November, up $57 billion year-over-year, and the federal government spent $501 billion last month, up $28 billion, a record high, while tax revenue rose from a year earlier It fell by $29 billion to $252 billion over the same period.
- South Korea: A record trade deficit is expected this year. The trade deficit was $47.46 billion as of Saturday, the largest annual deficit ever recorded.
- South Korea: At the end of the first three quarters, the survey of the inventory assets of the top 500 Korean companies by sales by the Leaders Index of the Enterprise Analysis Institute showed that the total inventory assets of the 195 companies that announced their inventory assets increased by 36.2% from the end of last year to 1,654,400 billion won. In terms of industries, the inventories of the IT and electrical and electronic industries increased the most.
- United Nations: Between October and December 2022, 214,000 people in Somalia will experience a food insecurity crisis.
- Canada: It is proposed to amend the foreign investment law to strengthen foreign investment review.
- EU: Industrial producer prices fell 2.5% month-on-month in October. According to recent news from Eurostat, in October, EU industrial producer prices fell by 2.5% month-on-month and increased by 31.2% year-on-year. In terms of product categories, producer prices in the energy sector decreased by 6.6% month-on-month, and producer prices of intermediate goods, capital goods, durable consumer goods and non-durable consumer goods increased by 0.3%, 0.3%, 0.5% and 1.2% month-on-month respectively. From the perspective of member countries, the largest month-on-month decreases were in Ireland (-32.5%), Bulgaria (-8.8%) and Denmark (-5.5%), and the largest increases were in Greece (+9.6%), Hungary (+6.2%) and Belgium (+2.8%).
- Germany: Producer prices of agricultural products rose by 37.9% year-on-year in October, among which, plant product prices rose by 26% year-on-year, and animal product prices rose by 46.8% year-on-year.
- Online sales in Germany fell 16.8% in October-November. According to a study, between October 1 and November 30, including Black Friday, the sales of online retailers in Germany fell by 16.8% compared with the same period in 2021. The fashion category was the hardest hit by the decline, according to researchers who surveyed 40,000 Germans aged 14 and over about their online and mail-order spending behaviour.
- India: Industrial output contracted 4% year-on-year in October. In addition, the year-on-year growth of the output index of the eight core basic industries slowed to 0.1%. This is the lowest level of growth since this data was recorded in February 2021.
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