CHINESE
ENGLISH
Why do you have to do not do it, you have to pull the gate to limit the power: \u0026 nbsp;
1. Do not want to use it. In the physical commodity to change banknotes, as long as European and American financial countries need to start a banknote printing machine, they can get low -cost goods (the depreciation of the US dollar and the risk of US debt defaults);
The cost of explosion, the cost of shipping rose, but the factories and industries were decentralized, and the low -cost dumping competition between factories made the price of export goods not high (tax refund), the factory did not make money, the country's money was paid, and the international material dealers lying earned and earned to earn earns. ;
3. \u0026 nbsp; With the stability of foreign outbreaks and industrial recovery, the production capacity of domestic factories now will become serious overcapacity, inventory backlog, and cause deflation; [[[[[[[[[ 123]
4. Reduce overseas supply, increase the price of export goods, promote American inflation, seek pricing power, and increase the process of negotiating chips to promote the internationalization of RMB and settle in RMB trade. 1. Are you being pulled today, is it limited to power? \u0026 nbsp;
Two days ago, the Development and Reform Commission released the \"Completion Table of Energy Consumption Dual Control targets in various regions in the first half of the year\". \u0026 nbsp;
There is no overall view, and the energy consumption strength will not fall down! \u0026 nbsp;
Immediately, Jiangsu, Zhejiang, Guangdong, and Guangxi opened a new round of compulsory \u0026 ldquo; Limited power limit \u0026 rdquo;.
This morning, the factory owners wake up from their sleep, should be such a text message \u0026 mdash; \u0026 mdash; \u0026 ldquo; The rapid growth of electricity demand, high -speed growth of electricity loads, tight power supply, and need to implement the peak electricity/orderly power consumption plan \u0026 hellip; \u0026 hellip; \u0026 rdquo;
\u0026 nbsp;
A large wave of manufacturing companies including A -share companies were forced to discontinue production. \u0026 nbsp;
Enterprises in Dongguan, Zhongshan and Guangzhou, the order of ordering for three days and four days \u0026 rdquo; orderly power consumption plan for three days to stop for three days and four days. Essence
Enterprises in Dongguan, Zhongshan and Guangzhou, the order of ordering for three days and four days \u0026 rdquo; orderly power consumption plan for three days to stop for three days and four days. Essence
In Jiangsu Province, A -share companies, including morning shares and Jujie Micro Fiber, stopped production lines by the end of the month.
In Zhejiang Province, companies such as Yingfeng and West Gate will be completely discontinued by the end of the month.
Yunnan Industrial Silicon Enterprise, reduced production by 90%; yellow phosphorus production enterprises and electrolytic aluminum companies will be completely discontinued by the end of the month.
Shaoxing Keqiao, Zhejiang Printing and Dyeing Town. \u0026 mdash;
The business owner of the factory was shut down in the first half of the year.
On the one hand, the epidemic occasionally impacted, and on the other hand, the price increased. Just a little bit, it is necessary to stop production.
Can't you divide the energy consumption?
The words are very good, but the problem is too shallow, and the buttocks are crooked.
\u0026 nbsp;
Electricity shutdown work, on the surface, for \u0026 ldquo; energy consumption dual -control carbon Dafeng \u0026 rdquo;.
The deeper meaning is that this is a battle that tighten the trouser belt. \u0026 nbsp;
2. A financial war.
\u0026 nbsp;
\u0026 nbsp;
The picture below is the Baltic dry goods index that represents the cost of global freight costs \u0026 mdash;
From September last year to September this year, the index price has soared from 1100 points to 4651 points.
Within a year, an increase of 380%. As a result, it created for 12 consecutive yearsThe highest historical price is the highest.
The Baltic dry goods index (BDI) reflects the freight index of people's biomedical materials and industrial raw materials such as cottage, coal, mineral sand, aluminum alumium soil.
\u0026 nbsp;
This stuff reflects the freight, which is also closely related to the price of commodities.
\u0026 nbsp;
\u0026 nbsp;
Under the dry goods index, the community is still rising \u0026 mdash; \u0026 mdash; Coking coal and coke can increase by 56%, 34%, and 23%in a month;
Natural gas prices, Asia has skyrocketed 6 times in 12 months, and Europe has skyrocketed 10 times in 14 months; [ 123]
Natural gas prices, Asia has skyrocketed 6 times in 12 months, and Europe has skyrocketed 10 times in 14 months; [ 123]
More than ten kinds of chemical raw materials such as solid epoxy resin and silicon, the highest level of history;
Guangxi Cement, from 310/ton, from 310/ton Returning to 840/ton;
Silicon iron, manganese silicon, pull up 11%\u0026 hellip; \u0026 hellip;
Someone said, did we have already begun to intervene in commodities soaring.
\u0026 nbsp;
Yes! Intervention! \u0026 nbsp;
As early as May, the high -level interviewed the key enterprises of commodities and strictly investigated the speculation; \u0026 nbsp;
But it did not do it! \u0026 nbsp;
The reason why it is not done is simple \u0026 mdash; \u0026 mdash; \u0026 nbsp; ] The price increase of commodities is a pit that people deliberately dug us, and we do not have the pricing power.
\u0026 nbsp;
\u0026 nbsp;
International Capital takes water to print money in the world, coaxing the prices of the bulk, a fixed -point sniper one variety after another Essence
Aren't you taking the lead in controlling the epidemic?Isn't, do you have to import raw materials around the world? \u0026 Hellip; \u0026 hellip; Lift the price of raw materials and export upstream inflation to you.
According to the truth, we can raise the price of the finished product, we can increase the price of the finished product, bring back the inflation that we eat in, and vomit back again.
Unfortunately, \u0026 mdash; \u0026 mdash;
\u0026 nbsp; Naiyoujun does not hold a group!
\u0026 nbsp;
With the raging epidemic, the global manufacturing industry is stagnant, and a large number of manufacturing orders will return to the mainland. As long as you dare to produce, don't worry about the road.
Domestic exporters, at first glance, we have money to make money, crazy. Continuously hit sweaters, and I haven't seen these good scenes for many years. Start up for a year and make up for the loss before.
So \u0026 mdash; \u0026 mdash;
Friends, all of them are desperately producing, the expansion of production capacity, grabbing the market, and scale. \u0026 nbsp;
Obviously it is the seller market holding the price increase, but was dragged to the abyss of the excess production capacity to \u0026 ldquo;
\u0026 nbsp;
In the past six months, behind the rapid expansion of foreign trade, we also paid a huge price. The power grid burned high -priced coal, and once paid two cents to help you resume work and re -production; For the premise money, try your best to keep your raw material market stable \u0026 hellip; \u0026 hellip;
You sell cheap goods to Americans a bargaining market.
Tired of the people, suffering from the country, I haven't made money yet. \u0026 nbsp;
I just wanted to speculate in the waves, but I did not expect that there were unexpected harvests.
\u0026 nbsp;
薅 wool, just start!
\u0026 nbsp;
\u0026 nbsp;
more serious, still behind!
\u0026 nbsp;
\u0026 nbsp;
Once the foreign outbreak is ended, global production capacity is restored, the order volume is reduced, what will China's manufacturing industry face?
On the one hand, there is a backlog of finished product inventory, on the other hand, the high -priced raw material inventory of the backlog, and the expanding production line \u0026 hellip; \u0026 hellip;
On the one hand, there is a backlog of finished product inventory, on the other hand, the high -priced raw material inventory of the backlog, and the expanding production line \u0026 hellip; \u0026 hellip;
Now At best, it is only a pain. By then, the Chinese manufacturing industry was the disaster to extinguish. \u0026 nbsp;
More than two thousand years ago, Guan Zhong met \u0026 ldquo;
\u0026 nbsp; \u0026 nbsp;
3. Get the pricing power. \u0026 nbsp;
Pulling power limit, the reasons on the table are \u0026 ldquo; energy consumption dual control and carbon peak \u0026 rdquo;. The real intention is obviously not just that.
We mentioned earlier that the current manufacturing problem is \u0026 mdash; \u0026 mdash; \u0026 nbsp;
The pricing of raw materials The rights are controlled by international capital, and the pricing power of the finished product has fallen into the internal consumption of production capacity expansion and competes for bargaining.
\u0026 nbsp; At this moment, the only way is \u0026 mdash; \u0026 mdash;
\u0026 nbsp;
[ 123] Forcing enterprises to reduce production!
[ 123] Forcing enterprises to reduce production!
\u0026 nbsp; After reducing production, the demand for international raw materials came down. When the demand is needed, the price of raw materials is stable.
After reducing production, the total production capacity of exports came down, the production capacity came down, and the price of finished products was lifted up.
\u0026 nbsp;
\u0026 nbsp;
Anyway, only we took the lead in controlling the epidemic, only we took the lead in re -production and re -production, only we were to the original
The most demand for materials is that only we can provide finished products in Europe and the United States in large scale.
The most demand for materials is that only we can provide finished products in Europe and the United States in large scale.
So \u0026 mdash; \u0026 mdash;
\u0026 nbsp;
The cost of raw materials has fallen, the price of finished products has risen, and it can be able to rise. The consumption is reduced, the carbon is neutral, and the money is made more.
The cost of raw materials has fallen, the price of finished products has risen, and it can be able to rise. The consumption is reduced, the carbon is neutral, and the money is made more.
\u0026 nbsp;
It is best to give the eagle sauce that has been deeply trapped in inflation vortex, output a wave of inflation fiercely, and burn a handful fire.
\u0026 nbsp;
For example.
For example.
When we talked about the bulge of the community, iron ore was not mentioned.
The price of iron ore was first hit to the bottom and stabilized. How to stabilize?
\u0026 nbsp;
\u0026 nbsp;
reduction of production+control of finished products!
\u0026 nbsp;
As early as May, we took the initiative to lower the steel output, canceled the export tax refund of steel companies, and engaged in the guidance of a steel industry \u0026 hellip; \u0026 hellip;
Speaking of which, the problem is!
What are the fastest and most effective ways to force enterprises to reduce production? \u0026 nbsp;
Pulling power limit!
Pulling power limit!
\u0026 nbsp;
Do high -level high -level know \u0026 ldquo; pull the gate limit \u0026 rdquo; Will it make small and medium -sized enterprises that have just got out of the epidemic and are not rich?
Of course, you know, but you have to do it!
Unlimited electricity and reduction of production, you can't hold the community, can't pull the price of the finished product. The community cannot be overwhelmed, and the price of finished products cannot rise, which is equivalent to China's capacity to flood the global liquidity.
The essence of the power limit is a structural de -capacity, a life -death battle that seizes the pricing power.
\u0026 nbsp;
4. This is a big country gambling.
\u0026 nbsp;
Who can't stand it first. Is the international capital unable to reducing our production first.
Is the western unable to lift our production and price and price, and we output inflation fiercely?
Or are we unable to lift the crisis of production and transmit upstream inflation to downstream, causing domestic inflation? \u0026 nbsp;
Both the gambling, there must be a price.
\u0026 nbsp;
The price is \u0026 mdash; \u0026 mdash; \u0026 nbsp;
In this pair of pair In gambling, the days of small and medium -sized enterprises must not be too good.
\u0026 nbsp; First, recognize the situation, don't be blind and optimistic.
Whether you want or not, you are passively wrapped into this game. Passive production reduction and structural de -capacity are inevitable.
Don't blindly expand production capacity, don't be blind and optimistic. \u0026 nbsp;
Second, do not speculate, do not stock up.
Since the sky is soaring, it has often heard that some people say that it is better to do business materials for business materials. This is a big country pairThe life and death battle of gambling should not be done with the general trend, let alone hoarding.
\u0026 nbsp; Third, risk awareness, keep cash flow.
It is not good for gambling, cash flow is the lifeblood of everything.
\u0026 nbsp; Fourth, survive and live
. \u0026 nbsp;
There are some things, there is no way to say, you all understand. Find a way to live, live a long time, don't let yourself be the cost of gambling.
