Apple announced the latest supply chain list for the 2021 fiscal year. Taiwan factories entered three and six out. However, it also showed that Apple continued to support the red supply chain and expand the layout of the non-central region. After the National Security Fund entered the market in July, it also announced the status of support this week. , has dropped 11.2 billion yuan to support the market, and will not leave the market for the time being. On the other hand, the Ministry of Finance announced that the annual growth rate of exports in September turned from positive to recession; the following is a review of major events this week:
Apple’s new supply chain list released, three Taiwan factories included, six excluded
apple (AAPL-US) recently announced the supply chain list for the 2021 fiscal year. According to statistics, three Taiwanese factories were included and six were excluded this year. It is worth noting that Taiwanese factory Shuanghong (3324-TW), Kangkong (4943-TW) was only included in the supply chain last year, but this year Apple was not on the list and has been removed from the supply chain list.
The Taiwan factories that joined this year include Taiwan Powder Technologies, SMT supplier Taiwan Table Technology (6278-TW), and the keyboard MTS (membrane touch switch) major manufacturer Kejia-KY (5125-TW), while those removed are Shuanghong, Kangkong, Liangwei (6290-TW), Zhishen Branch (4915-TW), Ruiyi (6176-TW), Golden Arrow Printing, etc.
Further reading
Taiwan factory has three in and six out, Shuanghong and Kangkong are not on the list following only one year of joining / Zenglu ODM Factory Wingtech Apple Supports the Red Foundry Chain The Direction Has Not Changed / Changes reveal three major considerations to expand the layout of the non-central region
Apple’s three kings’ revenue in September is dazzling, TSMC and Hon Hai both hit new highs in Q3
Wafer foundry leader TSMC (2330-TW)(TSM-US) In September, revenue benefited from the rise of new Apple processors, with revenue reaching 208.248 billion yuan, continuing to stand at 200 billion yuan, but fell slightly by 4.5% from the previous month and increased by 36.4% year-on-year, the second highest in a single month. , ending the two-month high record, the third quarter revenue was 613.142 billion yuan, a quarterly increase of 14.8% and an annual increase of 47.85%, a new high and better than the original financial forecast. The cumulative revenue for the first three quarters reached 1 trillion 638.359 billion Yuan, an annual increase of 42.6%.
Hon Hai (2317-TW) Also driven by the launch of new iPhones, revenue in September surged to 822.323 billion yuan, a monthly increase of 83.18% and an annual increase of 40.39%, setting a new monthly record. Revenue in the third quarter was 1.74 trillion yuan, a quarterly increase of 15.62%, The annual increase of 24.4% is a new high for the same period. The accumulated revenue for the first three quarters is 4.66 trillion yuan, an annual increase of 13.66%, which is also the best in the same period of the previous year.
Largan (3008-TW) revenue in September reached 5.103 billion yuan, a 22-month high, with a monthly increase of 14.88% and an annual increase of 22.31%. In the third quarter, the revenue was 13.477 billion yuan, which also rewritten a new high in the past seven quarters, with a quarterly increase of 39.3%. The annual increase was 12.52%, and the accumulated revenue in the first three quarters was 33.285 billion yuan, a year-on-year decrease of 1.84%.
The National Security Fund invested 11.2 billion yuan to support the market, and lost 816 million yuan to continue to support the market and not exit for the time being
According to the third-quarter financial report released by the National Security Fund Committee on the 6th, as of the end of September, 57 days following entering the market, a total of 11.208 billion yuan was spent, and the cumulative return was negative 816 million yuan. However, compared with other stock markets, Taiwan stocks only fell during the period when the National Security Fund entered the market. 0.42%, still playing a role in stabilizing the market.
Considering the unstable global situation, the National Security Fund will continue to enter the market to support the market and will not leave the market for the time being.
September exports turned black, Q3 export value 121.1 billion US dollars synchronous decline
On the 7th, the Ministry of Finance announced the import and export statistics for September. The monthly export volume was 37.53 billion yuan, a decrease of 5.3% year-on-year, which was the first time in two years. billion US dollars, an annual increase of 13.5%.
Although the third quarter was still an increase of 3.4% over the same period last year, it was 7 percentage points lower than the estimates of the General Accounting Office, and 3.7% lower than that in the second quarter. to the fourth season.
American Hawks Raise Rates Nanshan Life Insurance’s Net Worth Ratio tumbled to Negative, 6 Companies Below 3%
The U.S. is rapidly raising interest rates, and the life insurance industry is facing a net worth crisis. The Financial Supervisory Commission revealed on the 3rd that according to the self-assessed net worth ratio of various life insurance companies at the end of September, Nanshan Life Insurance’s net worth ratio at the end of September had turned negative 0.59%, and there were 6 others below the statutory net worth ratio. Standard 3% or less.
Epidemic prevention and dual insurance claims reached 113.5 billion yuan, and 5 property insurance companies have increased capital by a total of 68.7 billion yuan
The Financial Regulatory Commission announced on the 4th that the claims for epidemic prevention insurance reached 89.003 billion yuan, and the claims for vaccine insurance amounted to 24.509 billion yuan. The total amount of claims for both epidemic prevention and dual insurance has reached 113.512 billion yuan. Among them, due to the heavy pressure of claims settlement, 5 of the top 6 property insurance companies that underwrite epidemic prevention insurance have applied to the Financial Regulatory Commission for a capital increase, totaling 68.7 billion yuan.
Manufacturing PMI shrinks for 3 consecutive months in September, the Chinese Academy of Sciences warns that the prosperity has slowed down
The Chinese Academy of Economic Sciences announced on the 3rd that Taiwan’s manufacturing purchasing managers’ index (PMI), affected by inventory pressure, the PMI index in September fell by 2.3 percentage points to 44.9%, which has been 3 consecutive months of contraction, but the index in the past 2 months The decline has converged. Zhang Chuanzhang, president of the Chinese Academy of Economics, said that the current short-term economic expansion momentum has slowed down, but there are still many uncertainties in the medium and long term to be observed.
OPEC+ announces 2 million barrels per day cut to stabilize oil prices
The Organization of the Petroleum Exporting Countries and its partners (OPEC+) agreed on the 5th to cut production by 2 million barrels per day (bpd) to set a target for oil supply in November and December, the largest production cut since 2020, aimed at stemming the decline in oil prices caused by a weak global economy. , however OPEC+ production cuts have heightened tensions with the U.S. In addition, OPEC+ also announced that it will no longer meet monthly, and the next meeting will be held on December 4.