Zhimeitong | International Highlights
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[Amazon to host its first Pet Day sale on May 2] To celebrate the arrival of Pet Day in the United States, Amazon announced that it will host its first Pet Day sale on May 2, offering all US consumers 24 hours Great deals on home, pets and electronics.
Prime members who shop on Amazon Pet Day can also enjoy special savings on rentals or purchases of iconic pet movies on Prime Video, and Amazon Prime Rewards Visa card holders will receive 10% cash back on pet products.
[Uber updates safety guidelines: drivers and passengers will no longer need to wear masks today] According to reports, Uber (Uber) announced that passengers and drivers are no longer required to wear masks. Uber has updated its safety guidelines on its website, saying that “beginning April 19, 2022, riders and drivers will not be required to wear masks while using Uber. However, the CDC still recommends that if your area has Certain personal risk factors and/or high transmission levels, it is best to also wear a mask."
[Verizon raises US minimum wage to $20 an hour to lure workers back to work] US wireless carrier Verizon said on Monday that it will cut all new customer service, retail and The minimum wage for internal employees was raised to $20 an hour. Verizon also said it will offer signing bonuses for retail specialist assistant manager positions in some U.S. regions. U.S. retailer Walmart, pharmacy chain Walgreen and restaurant chain Chipotle have all raised base wages for their employees in recent months to lure more people back to work.
[New York Apple store employees to form a union to seek a minimum wage of $30 an hour] According to reports, some employees of the Apple retail store in New York state are seeking to form a union organization to increase the salary level, according to reports. The organizers want Apple to raise their minimum wage to $30 an hour. Earlier this year, employees at the Apple retail store at Grand Central Terminal in New York took steps to unionize and released its first public-facing website.
The organizer's website (FSWU) said that in terms of compensation, they seek to raise the minimum wage of all employees to $30 an hour, and establish a salary system based on position, tenure and performance; in terms of benefits, seek larger changes, such as increased tuition subsidies, Provide longer vacation time and include enhanced personal pension plans; in terms of health and safety, study safety protocols for interacting with customers, study the impact of rail dust, building materials on health, and noise pollution at stations.
[Amazon's first-quarter beauty and personal care best-selling list released] Amazon announced the TOP25 beauty and personal care best-selling list in the first quarter of 2022, reflecting the latest trends in the current beauty and personal care market. As can be seen from the list, the overall market trend is relatively optimistic. In the first quarter, one of the most obvious changes to Amazon's beauty and personal care TOP25 list was the absence of masks (No. 1 and No. 8 on the list last quarter), and meanwhile, sales of skin care products and cosmetics rebounded. Skin care products accounted for 44% of the top 25 (up from 28% in the previous quarter), and cosmetics also increased to 28% (up from 24% in the previous quarter).
Reply to the "Amazon List" in the background of the official account to get the complete list
[Amazon to launch racial equality audit of hourly workers] Amazon reportedly said the company is hiring a law firm to review how its company policies affect racial equality for its hourly workers. Amazon said the audit focused on assessing any disparate racial impacts of its policies, practices and programs on hourly workers. The announcement comes ahead of Amazon's annual shareholder meeting on May 25, when multiple proposals to review the company's practices will be voted on. Amazon said the audit will cover the largest portion of its workforce.
[Twitter launches message editing function: edited messages will include historical content] For more than a year, Twitter users have been asking the platform management to add the ability to edit messages, and until now it should be The company just decided to roll out this feature. However, Twitter's message editing function is different from what users think: technically, this function does not edit old tweets, but creates new ones.
[Musk's acquisition of Twitter is heated, and private equity giant Apollo is said to be interested in entering the game] According to reports, the US private equity giant Apollo Global Management intends to participate in the bidding for the social platform Twitter. Earlier, Tesla CEO Elon Musk offered to buy Twitter for $43 billion. Apollo, one of the world's largest buyout companies, is considering backing potential Twitter acquirers and is open to working with Musk or other bidders, including by offering equity or debt, people familiar with the matter said. It is reported that Apollo will participate in the bid through its credit investment platform rather than private equity business.
[Tesla unveils new giant 360MWh Megapack energy storage project] Tesla recently announced the latest giant Megapack energy storage project "Townsite Solar and Storage Facility", with a capacity of 360MWh, the facility can generate 500,000 MWh per year for 60,000 households electricity and avoid 400,000 tons of CO2 emissions. The project, located in Boulder, Nevada, is one of Tesla's largest Megapack projects.
[US real estate giant Fannie Mae: US economy is expected to fall into recession next year] US real estate giant Fannie Mae expects the US economy to experience a recession next year, and slightly lowered its GDP growth forecast in 2022 by 0.2 percentage points to 2.1%, which will be 2023. The annual GDP growth forecast was revised down to -0.1% from an earlier forecast of 2.2%. The latest forecast includes expectations of a mild recession in the second half of 2023, with a contraction in economic activity the most likely path to the Fed's inflation target given current wage growth and inflation rates.
[Goldman Sachs: U.S. natural gas price increase may be "too much"] Analysts believe that U.S. natural gas prices have risen above levels that Goldman Sachs believes are reasonable, but the current high volatility may continue for several months. The U.S. is trying to hedge against an increase in LNG shipments to Europe, which has exacerbated the surge in U.S. natural gas prices. The diversion of U.S. LNG from Asia to Europe may have driven hedging against European and U.S. benchmark natural gas futures contracts (TTF and Henry Hub).
According to the study, the income tax rate paid by the middle American family is 14%, while from 2014 to 2018, the 25 richest people paid a tax rate of 3.4%, one of them The main reason is that a lot of their income is not included in the declaration. An estimated 36 percent of unpaid federal income tax is currently owed by the top 1 percent of total wealth.
[Chlorine gas leak at a chemical plant in Louisiana, United States] The Louisiana state police said that a chlorine gas leak occurred at a Dow chemical plant in the state. State police said a "shelter-in-place" order had been issued to nearby residents. Louisiana State Police closed two-way traffic on Louisiana Highway 1 near the factory.
[Trinestate Consulting: It is estimated that the global installed capacity of lithium iron phosphate batteries will reach 60% in 2024, becoming the mainstream of the power battery market] Battery cost will be an important strategy for companies to compete in the future. Lithium iron phosphate batteries are expected to account for more than 60% of the installed capacity in the global power battery market by 2024 due to their cost-effective advantages. They said that from the perspective of China, the world's largest electric vehicle market, the power battery market will reverse in 2021. Lithium iron phosphate batteries officially surpass ternary batteries with 52% of the installed capacity, and the installed capacity in the first quarter of this year will continue to account for It has risen to 58%, and the growth rate is also much faster than that of ternary batteries.
[The Ministry of Industry and Trade of Russia proposes to exempt export tax on plates with humidity exceeding 22% within this year] The Ministry of Industry and Trade of Russia proposes to exempt exports of plates with humidity exceeding 22% by the end of this year to support Russian timber enterprise. However, the measure does not apply to rough-finished boards with a thickness of more than 10 cm, as well as oak, beech and ash boards.
[The Russian Ministry of Industry and Trade considers the feasibility of producing foreign aircraft parts on its own] According to reports, the Russian Ministry of Industry and Trade has asked Russian airlines to provide data on the spare parts required to evaluate the feasibility and suitability of producing spare parts in Russia. Create conditions for the maintenance of Boeing and Airbus aircraft remaining in Russia. According to reports, the Deputy Minister of Industry and Trade of the Russian Federation Bocharov said in a letter to the Deputy Minister of Communications of the Russian Federation Calik: "The Ministry of Industry and Trade requires airlines to provide materials for specific spare parts, and the specifications of spare parts must be provided. And at least 'accompanying' 5 original parts for 3D scanning, studying metal composition, determining strength." The letter pointed out that assessing the feasibility and suitability of producing the required parts and consumables in Russia requires the collection of corresponding data.
[Many places in Russia were hit by spring floods and almost washed away the entire village] Many places in Russia suffered spring floods. In the Chuvash Republic, the floods were so violent that they inundated houses in just a few minutes and nearly washed away entire villages. In Vladimir Oblast, some roads were impassable and several bridges were flooded. The Russian Ministry of Emergency Situations has issued flood warnings to residents in other relevant areas.
[The International Monetary Fund cuts Italy's GDP growth forecast] On April 19, local time, the International Monetary Fund lowered Italy's GDP growth forecast for 2022 and 2023. The IMF expects Italy’s GDP to grow by 2.3% in 2022, down 1.5% from its January forecast. In 2023, Italian GDP is expected to increase by 1.7%, down 0.5% from the original forecast. Italian GDP growth will continue to slow down to 0.5% by 2027.
[The Spanish government approves the lifting of the decree on the lifting of the mandatory residents wearing masks in indoor public places] On April 19, local time, the Spanish government officially approved the decree on lifting the mandatory residents to wear masks in indoor public places at the Cabinet Council. The decree stipulates that from the 20th local time, Spanish residents only need to wear masks compulsorily in designated places such as public transportation, health service places, nursing homes, pharmacies, etc., and other indoor public places will not be required to wear masks.
[Spain may limit power supply to France to reduce domestic energy prices] According to reports, due to the impact of the Russian-Ukrainian conflict and sanctions against Russia, Spain and Portugal have soared electricity prices. The two countries have proposed to the European Commission to reduce domestic electricity prices. Specific measures include Measures such as capping gas prices and restricting electricity exports to France.
Spain has proposed a dual-price power supply system to separate the Iberian Peninsula from other EU markets, where the Iberian Peninsula would enjoy capped gas prices and restrictions on some EU markets, such as blocking the flow of Spanish electricity subsidies to France . In addition, Spain and Portugal proposed at the end of March that the price of natural gas used in natural gas power plants should be capped at 30 euros/MWh to reduce electricity prices.
[Foxconn India factory is reported to seek expansion to meet local iPhone demand] According to reports, some of Foxconn's factories near Chennai, India, have been approved by Indian authorities to allow additional labor to meet India's growing iPhone demand. The Indian government has approved Apple's application for the use of 40 acres of land for the Foxconn factory complex operating in the Chennai Special Economic Zone (SEZ), sources said.
[Chip shortage Toyota plans to cut 100,000 car production in May] Toyota announced that due to chip shortages, global car production in May is expected to decrease by 100,000 units from the original plan to 750,000 units, a decrease of 11.8%; The total output in July was about 2.4 million units. Previously, the company had informed suppliers that production in May would be lowered to around 700,000 units.
Zhimeitong | Logistics Highlights
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[In the first quarter, the three major indicators of China's shipbuilding fell and the other increased, and the international market share maintained the world's leading position] From January to March 2022, the national shipbuilding completed 9.61 million deadweight tons, a year-on-year decrease of 1.9%, of which sea-going ships were 2.72 million modified gross tonnage ; The number of new orders received was 9.93 million dwt, a year-on-year decrease of 42.3%, of which sea-going vessels were 4.41 million revised gross tonnage. As of the end of March, the number of orders in hand was 99.1 million deadweight tons, a year-on-year increase of 26.3%, of which sea-going ships were 38.78 million revised gross tons, and export ships accounted for 87.4% of the total. From January to March, my country's shipbuilding completions, new orders and hand-held orders accounted for 46.2%, 48.6% and 47.3% of the world's total in terms of dead weight, respectively, 2.8, 1.2 and 2.7 percentage points higher than the same period last year. The international market share continued to maintain the global leading position.
[The throughput of Maanshan City ranked third in the province in the first quarter] In the first quarter of this year, the total cargo throughput of Maanshan Port reached 25.6606 million tons, a year-on-year increase of 1.86%, ranking third in the province, and the port cargo throughput achieved stable performance. Medium to good. Taking building a platform for coordination and docking as a breakthrough point, it will attract more goods to be shipped from the port of Ma'anshan City.
[Mediterranean Shipping spends 1.68 billion US dollars to order 14 LNG-powered container ships in Chinese shipyards] According to reports, the world's largest shipping company, Mediterranean Shipping (MSC), has signed an agreement with China New Era Shipbuilding Co., Ltd. to order 14 LNG-powered container ships. Natural gas (LNG) powered container ships with a transaction value of over US$1.68 billion. This is just part of a large-scale shipbuilding program at MSC in the near term. As early as early April, it was reported that MSC had signed a letter of intent with Qingdao Beihai Shipbuilding for the construction of a total of 22 8,000 TEU container ships, including 14 New Era Shipbuilding and 8 Qingdao Beihai Shipbuilding.
[Cargo loading and unloading at Abadan Port in Iran will increase by 133% in 2022] The cargo loading and unloading volume at Abadan Port in Khuzestan Province in southwestern Iran exceeds 46,000 tons, a year-on-year increase of 133%. The main products loaded and unloaded at the port include machinery and spare parts, agricultural products, marine supplies, clothing and fibers. Cargo handling at Iranian ports rose 17 percent to 152.91 million tons in the past year, according to the Ministry of Transport and Urban Development.
[Baltic Sea Freight Index fell 1% on lower capesize rates] The Baltic Sea Dry Index fell 22 points, or 1%, to 2,115 on Tuesday. The capesize index fell 139 points, or 9.4%, to 1,342, its lowest level in more than two months. Average daily profit for capesize vessels fell by $1,158 to $11,127. The panamax index rose 37 points, or 1.21%, to 3,079. Average daily earnings for Panamax vessels rose $337 to $27,715. The Supramax index rose 44 points to 2,541.
Zhimeitong | Domestic Highlights
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[This year China will become the world's largest oil refining and ethylene producer] China National Petroleum Corporation released the annual "Report on the Development of Oil and Gas Industry at Home and Abroad". The report pointed out that China's refining capacity continues to grow rapidly, and by the end of 2021, it has caught up with the United States, reaching 910 million tons per year. It is expected that the rapid growth of refining capacity will continue in 2022. In 2021, China's ethylene capacity will soar by 8.5 million tons per year, and the ethylene equivalent self-sufficiency rate will increase significantly to 66.2%. It is estimated that in 2022, China will become the world's largest producer of oil refining and ethylene, but the large but not strong and excess refining capacity will restrict the effective development of my country's refining and chemical industry.
[In the first quarter of this year, the total value of Shanghai's foreign trade import and export exceeded 1 trillion yuan] It is reported that according to Shanghai Customs statistics, in the first quarter of this year, Shanghai's total import and export value was 1.01 trillion yuan, an increase of 14.6% over the same period last year. Among them, exports were 413.54 billion yuan, an increase of 23.8%; imports were 594.37 billion yuan, an increase of 8.9%; the trade deficit was 180.83 billion yuan, a decrease of 14.6%. The main features are as follows: more than 50% of imports and exports by general trade, more than 60% of imports and exports by foreign-invested enterprises, rapid growth in exports to the EU, doubled growth in exports of automobiles, mobile phones, and lithium-ion batteries, and imports of some bulk commodities. quick.
[Jiangsu Province's foreign trade import and export increased by 14% in the first quarter] Nanjing Customs data shows that the foreign trade import and export value of Jiangsu Province in the first quarter of this year was 1.29 trillion yuan, an increase of 14% year-on-year, 3.3 percentage points higher than the national overall growth rate, accounting for the national import and export value. 13.7% of the total value. Among them, exports were 802.82 billion yuan, an increase of 15%; imports were 485.61 billion yuan, an increase of 12.3%.
[RCEP continues to release dividends in the first quarter of its entry into force] Since the "Regional Comprehensive Economic Partnership" (RCEP) came into effect at the beginning of this year, the "Circle of Friends" has continued to release trade dividends, bringing "real money" to enterprises and consumers in the region affordable. Statistics from China Customs show that in the first quarter of this year, the total value of China's imports and exports to the other 14 RCEP member countries was 2.86 trillion yuan, a year-on-year increase of 6.9%, accounting for 30.4% of China's total foreign trade value in the same period. In the quarter, China's import and export growth with South Korea, Malaysia, New Zealand and other countries exceeded double-digit year-on-year growth.
[Tesla Shanghai Gigafactory pushes more than 100 suppliers to resume work collaboratively] It is reported that the much-watched Tesla Shanghai Gigafactory resumed work on the 19th, and about 8,000 employees have already arrived. According to the senior director of manufacturing at Tesla's Shanghai Gigafactory, the company will gradually ramp up its production capacity in the next three or four days to gradually achieve full production in a single shift. Automobile enterprises have a long industrial chain and have higher requirements for coordinated resumption of work. With the help of relevant national departments and the Shanghai Municipal Commission of Economy and Information Technology, Tesla is actively promoting the resumption of work and production of more than 100 parts manufacturers and smooth logistics.
Zhimeitong | E-commerce highlights
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[The service index rating and seller rating of seller accounts in April will be protected] eBay issued an announcement saying that under the influence of the epidemic, sellers may not be able to complete the collection and delivery of items as quickly and on time as usual, and even have to cancel orders. Therefore, eBay has decided to protect the items in the Service Metrics rating (Service Metrics) of the seller account for April without receiving the dispute (Open INR) rating and the seller rating (Seller Standard).
Specifically, items in the Service Metrics rating (Open INR) rating and Seller Standard rating (Seller Standard) of the seller account during the April evaluation cycle will be protected from downgrades. If your account performed well during the April evaluation cycle, we will still increase your account's rating as expected. However, we will not downgrade either of these ratings based on your account's recent performance. This account protection measure is only available to sellers in Shanghai.
[Shopee Malaysia overseas warehouse opens cash on delivery function] Shopee announced that in order to help sellers increase their order volume, the Malay overseas warehouse will be unified for all sellers (excluding all sellers) on April 26, 2022. Sellers who use third-party service providers) enable the cash on delivery function. All cash on delivery orders that are not delivered will be returned to the MYC warehouse and restocked.
[Lazada, an e-commerce platform in Southeast Asia, proposes to reduce plastic packaging] Lazada, an e-commerce platform in Southeast Asia, announced the launch of the LazEarth initiative, which will focus on reducing the use of plastics in platform products and packaging in the early stage. It is understood that Lazada will work with more than 70 brands and partners of the platform brand mall LazMall to reduce the use of plastic products in the manufacturing, packaging or transportation of more than 5,000 fashion and fast-moving consumer goods. Earlier in 2021, the official logistics of the e-commerce platform began to provide "green parcels", using cartons made of recycled shredded paper as packaging materials.
Last Morning Post: National Regular Meeting: Research and formulate policies to support the development of overseas warehouses and facilitate the return and exchange of cross-border e-commerce; Zhoushan Port’s throughput exceeded 300 million tons in the first quarter | Cross-border E-commerce Daily
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