Archive for February 26, 2011

Many economists warned that the risk of economic stagnation

Oil prices will inevitably increase the challenges faced by national economies, increase inflationary pressures in various countries. Many economists warned that the global economy there is the risk of stagflation.

Independent economist Andy Xie believes that oil prices will increase the downside risks to the global economy, countries heavily dependent on oil consumption, oil prices will continue because of the unstable situation in the Middle East rising trend, which will soon affect developed economies.

Economist Birol International Energy Agency warned Libya of continuing unrest and turmoil swept through the Middle East, has pushed oil prices to dangerous areas, could threaten global economic recovery.

Chief Executive Officer of Pacific Investment Management Company warned that instability in the Middle East and North Africa will increase the risk of global economic stagflation, mainly because of rising oil prices will increase production costs and increase consumer costs; In addition, the world will actively hoarding supplies This will increase the overall pressure on commodities.

In fact, the signal has been shown economic stagnation. Japan in January rare trade deficit for the 22 months.

In addition, the International Monetary Fund and most of Wall Street investment banks believe that if the New York oil prices continued to rise to 120 dollars, the global economy will be affected significantly, and does not rule out the possibility of second bottom of the global economy.

Merrill Lynch believes that if the average oil price this year rose to 110-120 U.S. dollars, Turkey, India, Korea and Indonesia’s economy will be affected first; if the oil price exceeds 120 dollars, while Germany, Japan and China are not immune to high oil prices the impact on the economy.

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Logistics industry is a big change brewing

Logistics industry is a big change brewing

Since the early stages of development of electronic commerce, the lack of a degree of the scale of support, making the electricity supplier of logistics enterprises in the conditions of self is extremely immature. Therefore, electricity providers are generally responsible for the logistics to a third party. However, with increasing scale, electronic business giant suddenly discovered that not only can solve by self logistics bottlenecks encountered in the development and enhance their own competitiveness, and that the market itself has great potential. The self Alibaba willing to invest heavily in logistics, the aim is self-evident, Ma or even assert that the next big opportunity in logistics, B2C businesses will disappear.

In order to support the further development of the logistics industry, the state also gave policy support. According to the National Development and Reform Commission deputy director of economic and trade Gengshu Hai in 2011, held recently at the China Logistics Development Report revealed that a number of departments currently have joint logistics research results submitted to the State, has not yet been issued because “the State Council that documents support the logistics industry is not enough. ” It is understood that the details of this plan will cover the logistics industry, taxation, land, vehicle management, improving administrative management, resource integration, technological innovation and so on. Lot of good logistics industry is leading the fast lane into the upgrade.

Logistics as the largest short-board e-commerce development

Past two years, a holiday or a large-scale promotional experience, quite a variety of delivery does not give power, wasted good opportunities. Behind the logistics industry, has become the largest e-commerce development limit short board. China Electronic Commerce Research analyst Fang Ying Chi, said the business community has realized that power had insufficient investment in the logistics field, are now ignoring the premise of profit site, spared no expense to increase investment in the logistics system.

With self logistics, not only can virtually enhance the “department store type of” electronic commercial industry barriers to entry, but also ease the growing tension in the problem of insufficient capacity of the order delivery, so best of both worlds. The walk in the self Jingdong Mall undoubtedly the most front-end electronic logistics business. Currently, Jingdong Mall in Beijing, Shanghai, Guangzhou, Chengdu, Wuhan 5 completed a logistics center in the city layout, logistics center in Shenyang and Xi’an respectively logistics center in this year and completed in June 2012.

Logistics limit the development of electronic commerce has become the industry consensus, therefore, spend lots of money into the Alibaba Group in this area, for the first time declared himself a high profile logistics strategy, to promote the building of a modern logistics for B2C e-commerce system, while investing heavily in building a national warehouse network platform to solve the biggest bottleneck in the development.

Open to cooperation, logistics bottleneck solutions

Ma’s this masterpiece for the industry but also in the affirmative said that if the net flow of shopping the competition is still at a simple price competition, integration of logistics is invalid. Today, cross-border electronic business and logistics endless, Ma stressed that only the foot warehouse property Alibaba will not fight for a job with the logistics service providers. Not only that, any logistics company, Taobao seller, independent of the B2C e-commerce site so you can use the Ali warehouse in the public services, such an open attitude is commendable.

Alibaba logistics platform both for its own e-commerce industry are still positive. The industry believes that the logistics platform, Alibaba will extend through the new profit point, since Alibaba can use this platform to receive the warehouse rental, IT system use fees.

In the final analysis, logistics has become concerned about the livelihood of the people in modern society, to resolve logistics bottlenecks can only give consumers a better buying experience, electricity providers and logistics enterprises in order to enhance their competitiveness and achieve sustained development, not poor motivation.

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logistics enterprises Stretch the area of trade in Xiamen

High-sugar era, preserved fruit syrup beverage companies instead as an alternative procurement, logistics companies are taking advantage of the “hand” stretched trade.

Sugar prices since last year, continued high raw material that is important to drink sugar business pain, and finally reduce the amount of sugar purchases in favor of purchasing preserved fruit syrup as a substitute.

China’s major beverage companies for the provision of supply chain and logistics services Hongxin, from 2008 the supply of sugar began to try innovative services, and frequent fluctuations in the price of sugar last year’s high, many people the logistics of such an attempt really Hongxin “pinched Khan, “but the result is not surprising — Hongxin not only because of high sugar prices and reduced revenues, but also so magnified 5 times.

Coca-Cola’s “5 times the salary,”

It is understood that the cost of raw sugar in the beverage business accounted for about 35% increase in sugar soaring day circumstances, many beverage companies overwhelmed, and finally came up with responses — to reduce the amount of sugar purchases in favor of purchasing preserved fruit syrup as a substitute.

Of course, these large beverage companies are not direct procurement preserved fruit syrup, and the sight of raw materials to more sources of corn: corn procurement to be processed into starch to the starch factory, and then preserved starch syrup manufacturer to be processed into syrup, which not only avoids the high price of sugar, but only need to pay the costs of procurement of raw materials after the addition to processing fees, as the cost of locking.

This pattern of risk aversion, is to make Hongxin important reason for the upsurge in logistics performance. “1 preserved fruit syrup 4 times the weight of the starch needed for processing, and 4 copies of the starch component is about 5.2 times the required processing from corn.” Hongxin Li Zhen, general manager of logistics has an interview with reporters revealed secret: Hongxin to include Coca-Cola, Wong Lo Kat drinks, including several large new business models and design solutions that enable enterprises to drink from the source to target and control costs and avoid paying out huge beverage company’s purchase money, can be described as dual. “This is equivalent to 5 times for us to enlarge the volume of business, and provide us with funding, processing, warehousing, freight forwarding services and other aspects of suppliers was a great opportunity, under the market risk, we and our partners are Because this model to obtain a better performance. ”

Under the pressure of inflation, Hongxin logistics supply chain transformation tasted the sweetness, so that Li Zhen is brimming with confidence — “3 years or so, Hongxin logistics can thus reach 50 billion business scale.”

Canadian trade logistics turned

Hongxin logistics can be said that the first attempt in the country for supply chain logistics enterprises, China has become a leader in beverage supply chain. And since the financial crisis, the Xiamen municipal government of Xiamen in promoting plans for a development policy in the logistics industry, will foster this model as a logistics supply chain is one important way. Hongxin this time again the color of logistics, but also to logistics company in Xiamen in distress saw hope for the future.

“Because to do is to logistics, transport goods for customers will inevitably be exposed to many sources of processing plants.” Xiamen Tung Sheng Xun State Logistics boss Ray said that he exposed to a lot of clothing factory, “many of which are foreign customers, they are not on the domestic market understanding of their own to find the plants, certainly much higher cost. “the integration of the resources on hand after the mine began operations Dong Sheng extended to the international trade projects.

“Overseas customers to give me a single garment, I went to processing plants complete the buttons, zippers and even customized clothing, I’ll integrate these elements into a finished product, and then transport to overseas customers.” Dong Sheng Lei began to try this model, he said it species of the way of trade and logistics combined with rapid state would bring more profit point.

This reporter learned that, at present there are many logistics enterprises, or professional logistics park is around the industrial park to seek cooperation, not only trying to cover the park’s logistics and transport business, also wants more “hands” extending toward the upstream and downstream industry chain, eating to Since the purchase and trade “cake”, with new sweet return.

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China Steel Association will carry out national strategic resource reserves such as coal and iron studies

China Steel Industry Association said on Thursday special analyst Luo, 2011, China Steel Association will conduct a national iron ore, coal and other strategic resources and distribution system of reserves, good iron ore imports and import flows of agency management.

CISA has just stepped down from office, executive vice president Luo and recommendation, the State should require foreign exchange reserves into industrial reserves of iron ore and other strategic resources, the move is beneficial to the industry.

“China has large foreign exchange reserves, the resources industry needs to be turned into reserves, in particular, is an important strategic resource reserves,” he said, “should be referred to the strategic resources of iron ore to understand the deal with a high degree.”

Luo also said the Japanese Nippon Steel and Sumitomo Metal possible merger, and will not lead to monopoly of the Chinese steel industry concerns.

In his view, from a global perspective, the further consolidation and reorganization among the steel prices are a big trend, if the Nippon Steel and Sumitomo will be formed after the Arcelor Mittal merger (MT.N: Quote), the world’s second largest The steel companies, while China does not rule out crude steel production capacity of more than 6,000 tons and steel companies, the global steel industry restructuring is an unstoppable trend is the result of market development, is the adverse effects of iron and steel enterprises should Baotuan and external shocks response.

Luo also pointed out that in 2011 China’s steel industry will actively promote the Zhanjiang, Fangchenggang two coastal steel base construction, iron and steel enterprises to accelerate cross-regional, cross-ownership mergers and consolidation and reorganization, active support for national policy and support to improve the industry concentration of industry degree has taken greater strides.

Fluctuations in steel prices will be upwards, “mine price is astronomical,”

Luo said that domestic steel prices this year will show a volatility adjusted upward trend, and the current iron ore CIF price of imports has been about 200 U.S. dollars per ton at the highest price level.

Global demand for new iron ore over the past few years, mainly from China, while China’s future steel demand stabilized, and a substantial amount of Chinese-made mineral growth trend is expected to maintain, which will lead to global iron ore supply and demand balance.

“Personal opinion, close to 200 dollars (iron ore) price is the highest price level is astronomical.” Luo said. He became, iron ore prices rising costs of iron and steel enterprises have become a huge burden, also the formation of the impact of the steel industry, resulting in significant losses.

Australian mining giants – BHP Billiton (BHP.AX: Quote) (BLT.L: Quote) proposed earlier by the FOB price of iron ore per ton increased to $ 168 $ 155, this measure, China imported iron ore will reach nearly $ 200 per ton CIF.

Iron ore and coking coal last year, so the rising cost of raw fuel procurement, only an iron ore imports in 2010, China’s steel industry to pay more for iron ore prices and more than 1,900 billion yuan, equivalent to last year medium-sized steel enterprises, more than double annual profit. and medium-sized steel enterprises in China last year, the average sales profit rate of only 2.91%, far below the national average profit level of industrial sectors.

Luo also said that China’s steel industry in 2011 will strive to establish a stable raw material and fuel resources, security system, adhere to the “going out” strategy, increasing investment in overseas iron mines, development, shares, further increasing the proportion of overseas mining interests.

China iron and steel companies, including Baosteel, Anshan Steel and Wuhan Iron and Steel were all seeking to develop iron ore resources overseas, and even set up factories overseas to reduce its three major global suppliers – BHP Billiton, Rio Tinto and CVRD’s iron ore supply dependence.

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