New energy products of foreign trade exports have become "explosive models"

According to data released by the General Administration of Customs on July 13, the total value of imports and exports in my country in the first half of this year was 1.98 trillion yuan, an increase of 9.4%year -on -year. Among them, exports were 11.14 trillion yuan, an increase of 13.2%; imports were 8.66 trillion yuan, an increase of 4.8%.

Li Kuiwen, the director of the Minister of Customs Affairs and the Department of Statistics, said that in general, the import and export of my country's foreign trade in the first half of the year showed a strong toughness. The trend of decline has laid a solid foundation for the overall foreign trade stability.

"Securities Daily" reporter interviewed a number of foreign trade companies found that due to different industries that belong to foreign trade companies, their product export orders appeared polarized. Among them, the export orders of some foreign trade enterprises have declined in the first half of the year, such as household appliances and other industries; export orders in industries such as automotive parts and new energy batteries are still strong, and they have different increases.

Consumer goods foreign trade orders decline

Specifically, foreign trade companies in household appliances, mobile phones, etc. have declined in order.

Taking household appliances as an example, the General Administration of Customs shows that from January-June, household appliances exported a total of 1711.989 million units, a year-on-year decrease of 7.7%. Some people in the industry have analyzed that the decline in export orders such as household appliances and other industries is mainly because the integrity of these light industries in Southeast Asia is small.

The person in charge of a certain line of home appliances said to the reporter of the Securities Daily: "Comprehensive factors, this year's home appliance exports are unlikely to continue to maintain high growth last year."

According to a reporter's investigation, the export demand in the general consumer goods market has also been greatly affected in the first half of the year. Some Amazon sellers reported to the Securities Daily reporter that the recent export orders have severely declined.

In this regard, some Shanghai Foreign Tradeers told a reporter from the Securities Daily: "On the one hand, the price of commodities in the United States has continued to rise for several consecutive quarters, leading to decline in purchasing power and decrease in online shopping expenditures. On the other hand, Shanghai Port has previously continued to continue Close, a large number of sellers cannot be delivered on time, causing the supply chain to be under pressure. To this end, many product links have received big red performance warnings, and sales and rankings have fallen together. "

The reduction of consumer demand directly leads to the decline in small commodity orders. "Securities Daily" reporter interviewed several foreign trade companies in Zhejiang's small commodity market in Zhejiang, and found that the orders of foreign trade enterprises mainly based on small commodities exports have fallen sharply, and even some manufacturers are ready to shut down.

A Shanghai Foreign Trade Enterprise owner who is engaged in the export business of Southeast Asia told the Securities Daily: "The company's foreign trade orders have been serious, and many small and medium -sized foreign trade enterprises have closed down. Generally, the first half of the year is a critical period for receiving orders. The various uncertainty caused by repeatedly caused a large number of orders to lose. "

In addition to the decline in exports of small commodities, the demand for home office has also declined, especially electronic products such as mobile phones and PCs. Data show that from January-June, the cumulative export of mobile phones was 405.725 million units, a year-on-year decrease of 10.9%.

In response, Yang Chang, the head of the policy group and chief analyst of the China -Thailand Institute of Securities Research Institute, told the Securities Daily reporter: "The inventory of the American wholesaler's durability products has increased year -on -year, and it has expanded for 4 consecutive months, and in May The increase in the inventory of the U.S. wholesaler's durable goods after the price adjustment was increased year -on -year. Compared with the price adjustment, the amount of imported goods from China after the price adjustment has a year -on -year growth rate. There is pressure in the demand for supplies, which may cause pressure on China's exports. "

Exports such as new energy batteries and other exports increase

"The survival status of foreign trade enterprises with different products exported to different products is completely different. Some industries have not been affected much. For example Said to the Securities Daily reporter.

Data show that in the first half of the year, my country exported 455 billion yuan in other BRICS countries, an increase of 16.2%, accounting for 55.7%of my country's total export value to other BRICS countries. Among them, the exports of new energy products such as solar batteries and lithium ion batteries increased by 99.7%and 67.3%, respectively.

In -the -main business of GCL Integration of photovoltaic components told the Securities Daily reporter: "At present, overseas orders for photovoltaic components are hot, mainly due to the popularity of European demand and recovery in the United States. Difficult overseas demand expands. "

In addition to the popularity of photovoltaic components, the exports of automotive parts such as new energy batteries such as new energy batteries are also hot.

According to a insider of China and Foreign Transport Group, it is revealed to the Securities Daily: "At present, the largest shipment list is car parts in the export collection order. In addition, the new energy battery is also a popular export product."

In view of the hot sales of new energy products in overseas markets, the performance of relevant listed companies in the first half of the year was prehence. For example, Enjay is expected to increase by 90.06%-97.68%year-on-year in net profit in the first half of 2022. The company announced that benefiting from the production capacity of wet lithium battery isolation membranes continued to increase, and the competitive advantage continued to consolidate, and the company seized the industry development opportunities of the lithium battery isolation membrane business, continued to open up at home and abroad, and the output and of the wet lithium battery isolation membrane production and Sales have continued to grow steadily, and the overall profit level of the company has increased significantly.

The growth of overseas orders for auto parts products has also made relevant listed companies brilliant performance in the first half of the year.Taking Nal's shares engaging in automotive protection film-related businesses, the company is expected to increase by 180.03%-226.70%year-on-year in the first half of 2022.The company stated that in the environment of domestic automobile sales that has fallen sharply from March to May.Overseas markets have well guaranteed enough orders.In this regard, Yang Chang's analysis believes that overseas economies are working on new energy, so the demand for new energy battery raw materials is very large.

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