Zhimeitong | International Highlights

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[Comprehensive price increase of 5%, Amazon FBA will impose a fuel surcharge] On April 13, local time, Amazon issued an announcement that it will impose a 5% fuel surcharge on third-party sellers in the United States who use FBA services. It is reported that the surcharge will take effect from April 28. As inflation soars, e-commerce giant Amazon wants to shift some of its costs to third-party sellers.

[Overseas version of Douyin (TikTok) will launch cross-border e-commerce business in four Southeast Asian countries on April 25] According to the official website of the overseas version of Douyin (TikTok), TikTok will be officially launched on April 25 in four Southeast Asian countries (Thailand, Vietnam, Malaysia, Philippines) TikTok Shop cross-border e-commerce business. Together with China and Indonesia, TikTok Shop has supported business in six Asian countries and one European country (UK) since then. It is reported that merchants who want to enter the four countries in Southeast Asia can adopt two modes: ordinary entry and invitation code entry. Ordinary entry needs to actively contact the platform and pass the review, and the invitation code will be issued by TikTok in late April.

[US March CPI surged 8.5% year-on-year, the highest in 40 years] US March consumer price index (CPI) surged 8.5% year-on-year, the highest level since December 1981, excluding volatile food and energy prices The core CPI rose 6.5% year-on-year, adding to fears of runaway inflation. In order to eliminate the short-term impact of the epidemic and the Russian-Ukrainian conflict, the media calculated the average annual inflation rate over a three-year period, and the resulting curve fluctuated around 2% for a long time until it began to rise last summer. The data showed that the three-year average inflation rate in March had reached 4.2%.

[The U.S. PPI in March soared 11.2% year-on-year, a new high since 2010] The U.S. producer price index (PPI) in March soared 11.2% year-on-year, a new high since 2010; a month-on-month increase of 1.4%, a new high since August 2012, It was the 23rd consecutive month-on-month increase. Margin pressure remains an issue as the acceleration in producer prices outpaces the ability of companies to raise consumer prices. Rising input costs will be passed on to consumers as companies try to maintain profit margins.

New York City law enforcement officers have arrested Frank James in connection with Tuesday's Brooklyn subway shooting. James, 62, has residences in the Philadelphia and Milwaukee, Pennsylvania areas. The keys found by police at the scene belonged to a U-Haul van James rented from Philadelphia and identified as the person involved hours after the incident. Police later found the abandoned vehicle near the scene in Brooklyn and elevated James as a suspect.

[Report: Amazon's U.S. warehouse has twice the serious injury rate of its peers] According to reports, the U.S. "Strategic Organization Center" report said that in 2021, Amazon's logistics warehouses will have 6.8 serious injuries for every 100 employees. In the U.S. logistics warehouse industry, there were 3.3 serious work-related injuries per 100 employees. In other words, Amazon's serious work-related injury rate was twice the industry's.

[eBay spends over £1 million to launch a small business investment plan in the UK] eBay launched a project in the UK called "eBay Business Roadshow", which provides offline access to a small business investment plan to help companies overcome difficulties such as inflation and epidemic blockades. Grow and expand its online business. It is understood that eBay will invest more than £1 million in the "eBay Business Roadshow". Over the next 12 months, eBay will visit 12 UK cities and towns, reaching thousands of small businesses.

[Report: Global shipments of wearable wristband devices will reach 193 million units in 2021, with Apple, Xiaomi, and Huawei in the top three] According to data, global shipments of wearable wristband devices will reach 193 million units in 2021, a year-on-year increase of 4.3% . Among them, Apple ranked first in the world with a growth rate of 11.8% and shipments of over 39 million units. Due to the deployment of more sub-categories, Xiaomi's shipments decreased slightly by 23% year-on-year, but still reached 29 million units, ranking second. Due to the influence of overseas policies and the separation of Honor, Huawei's market share fell by nearly 7%, and its shipments fell by 40% year-on-year, but it still ranked third with 19 million units shipped. Fitbit and Samsung ranked fourth and fifth with year-on-year growth of 12.7% and 52.7%, respectively.

[Research Institute: Apple's Mac shipments in the first quarter increased by 4.3% year-on-year] The research report shows that in the context of global PC shipments falling from 84.8 million units in the same period last year to 80.5 million units, Apple has achieved Contrarian growth, Mac and MacBook shipped 7.2 million units, an increase of 300,000 units from 6.9 million units in the same period last year, a year-on-year increase of 4.3%. It also said that Apple's Mac shipments grew against the trend in the first quarter, mainly due to the substantial increase in shipments in the U.S. market.

[US payment giant Stripe joins Google's parent company and Facebook's parent company to explore carbon capture market] According to reports, US online payment technology provider Stripe has joined hands with Google's parent company Alphabet, Facebook's parent company Meta, Shopify, and McKinsey to pledge investment About $1 billion to develop the carbon capture market. Several companies have joined together to set up a project called Frontier, which will purchase related products and services from developers of carbon removal technology over the next nine years, spending a total of $925 million.

[Google will invest $9.5 billion in U.S. offices and data centers this year] According to reports, Google announced that it will invest about $9.5 billion in U.S. offices and data centers this year, up from $7 billion last year. The investment, which will create at least 12,000 full-time jobs, will focus on data centers in several states including Nevada, Nebraska and Virginia, Google said. In addition, Google will open a new office in Atlanta this year and expand its data center in Storey County, Nevada.

[Starbucks CEO: Will expand non-union employee benefits within reason] Starbucks CEO Howard Schultz (Howard Schultz) said the company is preparing to provide better benefits for US store employees, but the benefits will not involve voting For unionized stores. Last week, Schultz enacted a multi-billion-dollar share buyback program to invest more in employee benefits optimization.

Investors sued Tesla CEO Musk for delaying disclosure of his Twitter holdings price to buy Twitter stock and hurt some investors. Twitter investors filed a lawsuit in Manhattan federal court, accusing Musk of failing to disclose his holdings of more than 5% of Twitter stock in a timely manner by the deadline required by regulators, and instead waiting until his holdings nearly doubled to 50%. 9% is disclosed. The practice hurt investors who sold Twitter shares in the nearly two weeks before Musk disclosed his holdings, according to the allegations.

[WTO: The impact of natural gas price hikes on Europe is far greater than on the United States] The World Trade Organization released a report saying that the impact of natural gas price hikes on European countries will be far greater than the impact on the United States. The data showed that natural gas prices in Europe rose 45% between January and March to $41 per million British thermal units, or about $1.4 per cubic meter, while the price of natural gas in the United States remained relatively low, at about $1.40 per million British thermal units. $4.9, or about $0.16 per cubic meter.

[The "reincarnation" of the epidemic in Europe and the United States rebounds, Tedros calls for vigilance] According to reports, the Robert Koch Institute reported that in the past 24 hours, there were more than 160,000 new epidemic cases in Germany. The "Berlin Daily" said on the 12th that as the traditional second largest holiday in the West, Easter (April 17 this year) is approaching, and many countries have relaxed epidemic prevention measures, the epidemic in Europe may worsen again after the holiday.

[Economists scramble to raise UK inflation forecasts to approach 9% in April] As UK inflation data for March was again shocking, economists scrambled to raise inflation expectations, with many expecting inflation to rise as soon as next month Probably closer to 9%. Earlier, data from the Office for National Statistics showed that the consumer price index rose by 7% in March, which was higher than expected for the sixth consecutive month. Inflation likely accelerated in April as April's 54% rise in energy bills began to take effect, and is expected to push headline inflation by about 1.8 percentage points.

[Russian Energy Minister: Russia is ready to sell oil and petroleum products to friendly countries at any market price range] The Russian Energy Minister said that for a period of time in the future, oil prices may remain between $85 and $120 per barrel. He pointed out that Russia's task is not to guess energy prices, but to ensure the normal operation of the oil industry, and Russia is ready to sell oil and petroleum products to friendly countries at any market price range.

[Russian Deputy Prime Minister: Russia's trade situation is very stable and completely under control] Russia's first deputy prime minister said that the West is trying to cut off Russia's economic ties with the world by means of isolation and encirclement, but the attempt to block Russia is not enough. will succeed. Russia's trade situation is stable and fully under control. He also said that the current Russian consumer goods and food prices rose about 0.66% weekly. The federal government is looking into monetary compensation for retirees, low-income people and families with children to deal with rising prices.

[Spain’s inflation rate reached 9.8% in March, a 37-year high] According to data, Spain’s inflation rate in March 2022 reached 9.8%, the highest level since May 1985. Data from the National Bureau of Statistics shows that the Russian-Ukrainian conflict has further exacerbated the rise in prices of energy and food in Spain, among which rising energy prices have the most obvious impetus to inflation. Compared with March 2021, in March 2022, the price of household energy such as electricity and gas in the country will increase by 68.3%, the price of edible oil will increase by 32.1%, and the price of many types of food in the country will increase by more than 10%.

[German energy regulator: worry about the country's natural gas reserves] Germany's energy regulator, the Federal Network Agency, is concerned about the current low gas reserves in Germany. In an interview with the media, the director of the bureau said that if an energy embargo is immediately imposed on Russia, Germany can only maintain its energy supply until the end of summer and early autumn by relying only on existing natural gas reserves and recently purchased liquefied natural gas. Our gas reserves are going to be completely depleted, which is not what we want to see before next winter starts."

[German government wants to end subsidies for hybrid vehicles this year] Germany's finance ministry wants to eliminate subsidies for plug-in hybrid vehicles by the end of this year, more than Germany's ruling coalition initially agreed, according to a document drafted by a German deputy minister. time is advanced by a year. The draft reform also proposes to reduce subsidies for electric vehicles in the coming years, from 4,000 euros per vehicle next year to 3,000 euros in 2024 and 2025.

[German Economic Think Tank: 2022 GDP growth forecast lowered to 2.7%] The German Economic Think Tank said that the GDP growth forecast in 2022 was lowered to 2.7% from the previous 4.8%; if Russia suddenly stops energy supply, it is expected that in 2022 GDP growth will be 1.9%.

[German Finance Minister Warns the Risk of Economic Stagflation and Calls for Economic Transformation] The German Federal Finance Minister warned on the 13th local time of the risk of economic stagflation and called for maintaining prosperity through economic transformation. The pandemic and the situation in Ukraine have brought turmoil to the global economy and challenged Germany's goals of climate neutrality and digitalization, he said. In response to the epidemic and regional conflict crises, the German government needs to respond with financial and economic policies, while working to break away from energy dependence. He also stressed that ensuring a successful economic transition is the only way to achieve growth and sustain prosperity.

[Toyota Motor Corporation of Japan recalls more than 259,000 vehicles due to poor waterproof performance] Toyota Motor Corporation of Japan announced that it will recall more than 259,000 Sienta vehicles due to poor waterproof performance, which may cause the engine to fail to run after entering the rain. Three years ago, Sienta cars were recalled for the same parts problem.

[Korea Automobile Manufacturers Association: Sales of Korean cars in the Chinese market will decrease by 25% year-on-year in 2021] According to reports, a report released by the Korea Automobile Manufacturers Association (KAMA) shows that South Korean cars will account for 7.9% of the global market in 2021. , a slight increase from 2020 (7.4%). European cars had the highest market share last year at 28.6%, followed by Japanese cars with 25.6% and Chinese cars with 18.2%. In the Chinese market, the sales of Korean cars decreased by 25% year-on-year, and the market share also dropped from 3.5% to 2.4%, declining for four consecutive years.

[Korean media: The new Korean government plans to introduce the "one year old" to calculate the age plan] It is reported that the presidential handover committee of South Korean President-elect Yin Xiyue is promoting a plan to unify the social age algorithm based on the "one year old" standard. If the program is implemented, the age of Koreans can be reduced by up to two years. Lee Yong-ho, director of the Political, Judicial and Administrative Subsection of the Handover Committee, explained that at present, in South Korea, various calculation methods such as virtual age, full age, and age are being used. Due to the inconsistency of the legal calculation method of social age, there are constant disputes when citizens receive administrative services such as social welfare or sign and interpret various contracts, resulting in unnecessary social and economic costs.

Zhimeitong | Logistics Highlights

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[Durban port operations paralyzed, Maersk urgently issued a response plan] According to reports, Transnet, the South African state-owned port and railway operator that operates the port of Durban, said it had suspended operations at the port of Durban on April 11 because of flood damage. Road to the port. Maersk said that for the import and export of goods at the Port of Durban, the collection of demurrage fees from April 11 to April 19 will be suspended. The road into the port has been severely damaged due to flooding, all vehicles are currently unable to enter the terminal, and Durban port operations and warehouse operations have been suspended. At the same time, some equipment and infrastructure at the port were severely damaged, which will affect operations in the coming days.

[CMA CGM Announces Acquisition of Nearly 100% Equity of GEFCO, an Old European Logistics Company] CMA CGM Group announced to acquire nearly 100% equity of GEFCO, a European leader in automotive logistics and an international expert in multimodal supply chain. The acquisition has been submitted to competition authorities for approval, but as part of a special procedure, the European Commission has authorised CMA CGM to acquire the GEFCO stake immediately, pending final approval in the coming months. The acquisition of GEFCO will expand the range of logistics services CEVA Logistics, the logistics subsidiary of CMA CGM, offers to its customers, especially in France and the rest of Europe.

[Report released: Taiwan's three major shipping companies are profitable in Q1] A few days ago, Taiwan's three major shipping companies, Evergreen Shipping, Yang Ming Shipping, and Wan Hai Shipping, announced their first-quarter operating income. During the reporting period, Evergreen Shipping achieved an operating income of approximately US$5.86 billion, which was approximately US$3.08 billion in the same period last year, a year-on-year increase of 89.90%. Yang Ming Shipping’s operating income was approximately US$3.66 billion, which was approximately US$2.137 billion in the same period last year, a year-on-year increase of 71.32%. Wan Hai Shipping's revenue growth rate in the first quarter was the highest among the three major shipping companies in Taiwan.

【Port of Felixstowe, UK collapses】 The collapse of the Port of Felixstowe in the UK has disrupted its largest container port. It is reported that the accident occurred on April 10, when part of Pier 6 in Felixstowe Port collapsed. The container terminal was undergoing dredging operations at the time of the accident, which would have allowed Felixstowe Port Berth 6 to handle ultra-large container ships. Engineering consultants at the Port of Felixstowe are currently investigating the cause of the accident, and it is unclear how long it will take to resolve it, but port operations will face a period of disruption until the damage is repaired.

[Baltic sea freight index hits a one-week high] The Baltic dry bulk index rose 33 points, or 1.62%, to 2,068 on Wednesday, a one-week high. The capesize index rose 3 points, or 0.2%, to 1,371. Average daily earnings for capesize vessels rose $22 to $11,370. The panamax index rose 105 points, or 3.7%, to 2,968. Average daily earnings for Panamax vessels rose by $948 to $26,711. The Supramax index rose 13 points to 2,461.

Zhimeitong | Domestic Highlights

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[General Administration of Customs: China's cross-border e-commerce imports and exports in the first quarter increased by 0.5% year-on-year to 434.5 billion yuan ] A spokesman for the General Administration of Customs said at the press conference that according to estimates, China's cross-border e-commerce imports and exports in the first quarter were 434.5 billion yuan Yuan, an increase of 0.5% year-on-year, of which exports were 310.4 billion yuan, an increase of 2.6%, and imports were 124.1 billion yuan, a decrease of 4.2%.

[In the first quarter, China's foreign trade structure continued to optimize] Customs statistics show that in the first quarter, China's foreign trade structure continued to optimize, with general trade imports and exports of 5.95 trillion yuan, a year-on-year increase of 13.9%. my country's imports and exports to ASEAN, the European Union, the United States, and South Korea were 1.35 trillion yuan, 1.31 trillion yuan, 1.18 trillion yuan, and 574.18 billion yuan, up 8.4%, 10.2%, 9.9%, and 12.3% year-on-year, respectively. ASEAN continues to be my country's largest trading partner, accounting for 14.4% of my country's total foreign trade.

[Ministry of Industry and Information Technology: Supporting Qualified Industrial Internet Enterprises to List] The Ministry of Industry and Information Technology released the "2022 Work Plan of the Industrial Internet Special Working Group". The "Plan" proposes to support qualified industrial Internet companies in the initial public offering and listing of securities, which will be listed on the basis of the national stock transfer system. Listed on the tier and innovation tier, and refinancing through additional issuance, allotment, convertible bonds, etc.; support eligible enterprises to issue corporate credit bonds and asset-backed securities financing.

Zhimeitong | E-commerce highlights

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[Amazon Japan Opens April Big Promotion Report] Amazon Japan announced that the April Amazon Limited Time Promotion Festival, 7-day special sales promotion and seckill activity report window has been opened, and the event registration time has also been released. Amazon reminds sellers to pay attention Relevant information nodes, the following is the content of the announcement:

The sales schedule for the Amazon Limited Time Promotion Festival in April is as follows:

Sunday, April 24, 2022, 9:00 a.m. to Tuesday, April 26, 2022 at 11:59 p.m.;

Week 1: April 18, 2022 to April 24, 2022;

Second week: April 25, 2022 to May 1, 2022.

Deadline for sellers to sign up for the sale:

Week 1: April 18, 2022 – April 24, 2022

1. 7-day sale: April 3, 2022

2. Lightning Deals: April 10, 2022

Week 2: April 25, 2022 – May 1, 2022

1. 7-day sale: April 10, 2022

2. Lightning Deals: April 17, 2022

[Shopee adjusts service rates for overseas warehouses in Thailand, which will take effect from May 1] The Shopee platform issued an announcement. In order to continue to provide sellers with better services and resources in the future, Shopee will provide overseas warehouses in Thailand. The service rate policy has been partially adjusted, and the adjustment will take effect from May 1, 2022.

It is reported that since May 2022, Shopee's overseas warehouse will comprehensively improve the overall service timeliness and quality, including warehousing, warehousing, inventory management, return and refund, and the transparency and standardization of the seller's appeal process, to build an efficient, stable, and Sustainable development of the whole process supply chain system, committed to win-win cooperation with sellers.

[Wish "Merchant Promotion Platform" Tool Officially Launched] Wish announced that the "Merchant Promotion Platform" tool was officially launched. Products that meet the requirements of the "Merchant Promotion Platform" tool can use this tool, while products participating in "Special Offer" and "Seckill" will be Displayed in the new "Deals" section of the Wish APP (or webpage). According to reports, Wish currently only opens the platform to some eligible merchants, and the corresponding promotion section is only open to some Wish users for the time being, and will be gradually opened to all Wish users in the future.

[Dunhuang Online Online European Timeline (General + Special) – TY Channel] Dunhuang.com has issued a notice on the launch of the European Timely Line (General + Special) – TY channel. According to the announcement, in order to give sellers a better logistics experience, Dunhuang Online has launched a high-quality line-European punctual line (Public + Special)-TY. The announcement shows that the European punctual line (P+T)-TY channel refers to the transportation time limit (natural day) of 21 days, the weight limit is 5kg in the UK, and the weight limit in other countries is 2kg.

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