Covid19 & Vaccine
WHO Regional Office for Africa: Due to the slow delivery of vaccines, only more than 60 million Africans are fully vaccinated; in 52 African countries, only 2% of the population is fully vaccinated in half of the countries. As of the end of September, only 15 African countries have achieved the goal of vaccinating 10% of their citizens against the new crown, and the goal of fully vaccinating 40% of the African population by the end of the year may be difficult to achieve.
Trade
Ministry of Trade, Industry and Energy: In September, South Korea’s exports increased by 16.7% year-on-year to 55.83 billion U.S. dollars, the highest monthly record since the start of trade statistics in 1956. Among them, semiconductor exports increased by 28.2% to 12.18 billion U.S. dollars, the highest in a single month this year and the second highest in the past year; electric vehicles and system chips increased by 46% and 32% respectively, setting the highest record in the same month of the past year.
Industy
Prospective Industry Research Institute: From 2010 to 2020, the number of patent applicants and patent applications in the global electric vehicle charging pile industry has shown an increasing trend. At present, the world’s largest source of technology for electric vehicle charging piles is China, with patent applications accounting for 73.73% of the total global electric vehicle charging pile patent applications, followed by the United States, Germany and South Korea.
CNBC: Due to the shortage of semiconductor chips, car sales in the United States are expected to drop sharply in September. Car sales in the third quarter may be less than 3.4 million, a year-on-year decrease of 13% to 14%. In addition, the shortage of spare parts has caused automakers to close factories for weeks or even months. Reduced production and strong consumer demand have caused car inventories to plummet to record lows.
China
Ministry of Transport: On October 1, the total number of passengers sent by railways, highways, waterways, and civil aviation across the country is estimated to be 63.02 million, a month-on-month increase of 23.8%, a decrease of 30.0% from the same period in 2019, and a decrease of 3.1% from the same period in 2020.
Post Office: The China Express Development Index in September was 360.7, a year-on-year increase of 9.2%. The industry has developed steadily and has continued to improve. The express delivery business volume in October is expected to increase by about 22% year-on-year. In the fourth quarter, the express delivery industry will enter the peak season, and the monthly scale is expected to exceed 10 billion pieces. The rapid development of the industry will continue.
IiMedia Consulting: The market size of China’s hot pot industry will reach 499.8 billion yuan in 2021, a year-on-year increase of 18%. Under multiple factors such as the gradual increase in residents’ disposable income and the social and addictive nature of hot pot, it is estimated that the hot pot catering market will reach 641.3 billion yuan in 2024, with a compound annual growth rate of 8.6%.
IResearch: China’s home furnishing industry has a large base, a broad market space, a steady growth rate, and an obvious industry standardization trend. The market size in 2020 will reach 2.6163 billion, a year-on-year increase of 12.4%. With the continuous release of old house renovation demand and the incentive of fine decoration policies, the market size of the home improvement industry is expected to reach 3781.7 billion in 2025, with a compound annual growth rate of 7.6%.
China Trend-YoungMan
Contemporary young people have become the main force in the development of traditional culture. In daily consumption, 70% of post-90s and nearly 80% of post-00s consumers respectively buy domestic brands, and the new generation of consumer groups show a higher preference for domestic products. Young people’s love for Chinese culture is more than just “talking about it”. Nearly half of post-00s buy domestic products because their products incorporate national style elements in their actual consumption; among the many types of national style elements, ancient style elements are more “Suck fans.”
The hobbies of most people in the workplace are not related to their jobs, accounting for 70.77%. In terms of hobby consumption, the proportion of spending less than 1,000 yuan per month for hobbies is the highest, reaching 59%, the proportion of consumption between 1,000-1999 yuan is 25%, and the proportion of consumption between 2,000-3,000 yuan and more than 3,000 yuan Relatively small. The reason is that it has a greater relationship with the salary of people in the workplace.
It’s hard to get a ticket for offline talk shows, and the price of scalper tickets keeps going up. The talk show performance fee is higher than before, and there are more business opportunities. Actors who rely solely on performances, even if they are not star-level, can earn five-figure monthly income in first-tier cities. Actors stand-alone performances are charged according to the length of time, with prices ranging from 10/15/30 minutes, while commercial performances can reach the level of tens of thousands, hundreds of thousands, and 200,000. The biggest pain point facing the entire industry is that talk show practitioners and demand are severely upside down.
Company
The ASML (Advanced Semiconductor Material Lithography) lithography machine is sold at 1 billion units, which is in short supply.
Tesla: The new Model Y four-wheel drive long-range version is launched. The biggest change of the new car is to improve the NEDC operating range, from the current 594 kilometers to 640 kilometers. The official price is 347,900 yuan, which remains unchanged from the current model. . The specific delivery time of the model is expected to be in December this year.
Ideal car: In September, 7094 Ideal ONEs were delivered, a year-on-year increase of 102.5%. In the third quarter, a total of 25,116 vehicles were delivered, a year-on-year increase of 190%. Shen Yanan, co-founder and president, said that due to the continued shortage of chip supply, the delivery volume in September has declined.
Xiaopeng Motors: In September, the total delivered 10,412 units, an increase of 44% month-on-month and 199% year-on-year, doubling year-on-year for 15 consecutive months. In the third quarter, the cumulative delivery volume was 25,666 units, an increase of 48% from the previous quarter, and the delivery volume in a single quarter was close to the delivery volume for the whole year of 2020. From January to September, the cumulative delivery volume was 56,404, which was twice the delivery volume of last year.
Weilai: In September, a total of 10,628 smart electric vehicles were delivered, a year-on-year increase of 125.7%, setting a monthly delivery record. In the third quarter, a total of 24,439 new vehicles were delivered, a year-on-year increase of 100.2%, setting a quarterly delivery record and achieving 6 consecutive quarters of positive growth. From January to September, a total of 66,395 units were delivered, a year-on-year increase of 151.7%.
Ideal car: In September, 7094 Ideal ONEs were delivered, a year-on-year increase of 102.5%. In the third quarter, a total of 25,116 vehicles were delivered, a year-on-year increase of 190%. Shen Yanan, co-founder and president, said that due to the continued shortage of chip supply, the delivery volume in September has declined.
Market intelligence search engine AlphaSense: Completed $180 million in Series C financing. Strategic actions will be taken in the two areas of content availability and intelligent search functions to compile trending topics tailored to customer interests and recommend relevant content for further reading by customers.