Yongjin Building 丨 Russia and Ukraine conflict, European "qi" Zhejiang enterprises are busy?

Zhejiang News Client reporter worshiped Zhe Ye

Since the beginning of this year, the influence of Russia and Ukraine has continued to ferment, and the European energy crisis has intensified.

In the context of closely linked the global industrial chain, what impact will the European energy crisis have on Zhejiang?

Recently, when chatting with friends who were doing foreign trade, Yong Jinjun felt the butterfly effect.

Observation 1:

Under the energy crisis, this winter in Europe is difficult, and Europeans are stocking from Zhejiang.

Since the conflict between Russia and Ukraine, Russia has conducted several maintenance on the important pipeline of the transportation of natural gas to Europe. On September 2, it was announced that it was unable to restore the gas according to the plan.

This directly caused the price of natural gas in Europe to more than ten times the same period of the same period of the previous year.

At the same time in Zhejiang, the demand for energy -saving heating equipment this year is significantly greater.

According to Hangzhou Customs data, from May to July this year, the province's heating equipment exported 4 billion yuan to the EU, an increase of 85.1%year -on -year.

This situation is quite dramatic. During the online Canton Fair in April this year, Yong Jinjun met Xu Lei, a foreign trade salesman from Zhejiang Jiadele Technology Co., Ltd. At that time, he had worried about the turnover of air energy water heaters. Today, the European market has taken the lead in the demand for air -energy heat pumps.

What is air energy heat pump? Taking the air energy water heater as an example, it is not restricted by lighting. The air -energy heat pump can absorb the low temperature heat in the air and pass the heat to the water tank through the refrigerant to heat the water temperature.

Zhongtai Securities analyst Deng Xin explained the "alternative effect" of air energy heat pump: heat pump heating is an alternative to the current traditional natural gas boiler; heat pump water heater is an alternative to the current gas water heater and electric water heater.

Because of this, in the European energy crisis, the heat pump has become a new favorite in the market. Especially when the electricity bills are soaring and the natural gas restrictions, the heat pump and other products are "expensive".

"Natural gas is tight, and many consumers have begun to turn to electric heating small appliances. This type of order has been significantly much more in May and June of this year." Zhejiang Feizhe Industry and Trade Co., Ltd. mainly produces kitchenware small appliances. Deputy general manager Lu Yongwei followed Yong Jinjun like this. analyze. At present, the company still has 700,000 Taiwan electric stoves and electric frying pan orders, two -thirds of which are European orders.

It is foreseeable that in the ledger of European consumers, this winter is more cost -effective. This is also one of the reasons for the recent rise in Zhejiang heating equipment.

Observation 2:

The demand for green energy in Europe has surged, Zhejiang photovoltaic products are "hot", and the exports of clean energy and energy storage will continue to grow in the future.

If heating equipment is a rigid need for European families, then photovoltaic is a "grain" that must be hoarded by European industrial and commercial winter.

The deputy president of a head solar photovoltaic enterprise and Yong Jinjun talked. This year, the demand for solar components in Europe this year is significantly larger than in previous years.

He judged that the 50 % of the number of orders was caused by the European energy crisis.

Data from Hangzhou Customs verified this judgment. From January to July this year, Zhejiang's solar cells exported to the European Union have grown up to 250%year -on -year.

"This year, head companies have upgraded the equipment and started to make N -type photovoltaic components with better energy storage effects." The deputy president introduced that Zhejiang manufacturers were eager to try on the thin market demand.

"In the past few years, the orders of European industrial and commercial energy storage equipment and home energy storage equipment have not increased much, and this year's growth is particularly obvious. In the first half of the year, the company's orders increased by more than 40 % year -on -year, and most of them were in Europe in May '' After receiving the turmoil, the demand for Germany, Belgium, and Poland is particularly obvious. "Xia Hongfeng, the person in charge of One Yuan Electric Technology Co., Ltd., said.

This year, "One Yuan" has just put into production in Lishui's new factory. Xia Hongfeng predicts that the order in September will usher in a new increment. "Zhejiang's power storage technology is competitive in Europe. In previous years, we also have orders from Germany. The growth of this year is expected to be around 35%." Xia Hongfeng said.

Li Feng, a senior vice president of Hangzhou superstar technology in the hand tool industry, is also optimistic about this market.

At the beginning of May this year, considering the impact of the energy crisis and the further upgrade of European environmental protection concepts, the new products of superstar began to deploy Europe, exporting solar energy storage charging treasures and outdoor energy storage equipment.

"The explosive demand on the market will come Christmas, and the factory is already being produced in full swing." Li Feng believes that such products meet the needs of low -carbon, and it is suitable for superstars to continuously iterate and do it for a long time.

Observation 3:

Some European manufacturing, such as chemical industry and automobiles, have damaged production capacity due to energy dilemma, and may bring transfer orders to Zhejiang in the future.

The supply is tightly accelerating the green energy change in Europe:

From the perspective of consumer goods, the demand for small appliances has increased; from the perspective of industrial fields, photovoltaic products are selling hot; next, perhaps the industrial end warning, part of the orders of some European dominant industries may be transferred to Zhejiang.

Look at a set of data: Before and after the epidemic, the industrial production share of China's and EU industries has changed.

Source: Unido, CICC Research Department

It can be seen that the automotive industry is the first industry in China and the European Union in terms of industrial production share.

Zhejiang, as a large automobile province, has obvious export performance. From January to July this year, Zhejiang exported 4.61 billion yuan in EU electric vehicles, an increase of 150%year -on -year.

Researchers from the Research Department of CICC analyzed that the production capacity of European automobiles was extremely slow, and the production was unstable. In addition, the energy price of the foundation of production was high, and European automobile production was constituted everywhere. But for the Chinese automobile market, there is a chance. The same is true of the chemical industry. This industry depends on oil dependence. When European oil reserve is more demand, orders in the field of fine chemical industry naturally transfer.

An expert in Shaoxing's fine chemical field told Yong Jinjun that the factory in Shaoxing in this field has been able to receive small -scale orders from European and American leading enterprises in previous years. The technical reserve for many years came in handy.

Market feedback is equally good. From January to July this year, the export of enterprises in Hangzhou Bay Fine Chemical Park in Shangyu District, Shaoxing City increased by more than 30%.

Luzhou Xianhe has also seized such an opportunity. Affected by factors such as the Russian and Ukraine War, many special paper companies in Western Europe have a supply file. Fortunately, they adjust the focus of production and sales in time to overcome difficulties.

"Many European customers are aware of the importance of the stability of the supply chain. In the future, Asian suppliers like us will be their long -term cooperation partners." Said the relevant person in charge of Xianhe.

The EU is the largest trading market in Zhejiang. If Zhejiang enterprises have fully played their advantages and seized the just -in -demand in the EU market, they may be able to find a new growth space for Zhejiang exports in the "window period" of the energy crisis.

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