The global economy is facing a recession, and the inventory of mobile phone brands is rising. It is reported in the market that IC design factories have successively revised down the production volume in the third quarter. However, my country’s export momentum in May remained high. With the ease of China’s lockdown, export orders have been reduced from black. Turning red, and domestic electricity consumption continues to rise, this week, the peak electricity load for two consecutive days has rewritten a new high. The following is a review of this week’s major events:
The impact of the closure and control eased, and export orders reached US$55.4 billion in May, reaching a high level in the same period
The Statistics Department of the Ministry of Economic Affairs announced on the 20th the statistical results of export orders in May. With the gradual lifting of China’s lockdown and the gradual improvement of production capacity, logistics, flow of people, and material shortages, export orders in a single month reached US$55.43 billion, a monthly increase of 6.8% and an annual increase. 6%, better than expected, and the annual growth rate also turned from negative to positive. The cumulative amount of export orders in the first five months reached 280.46 billion US dollars, all hitting a new high in the same period of the previous year.
Looking forward to June, the Statistics Department estimates that export orders will reach 55.5-57 billion US dollars, a monthly increase of 0.1%-2.8%, an annual increase of 3.3%-6.1%, two consecutive red, and it is estimated that the export orders in the second quarter are expected to reach 1,628 -164.3 billion US dollars, a quarterly decrease of 5.1%-5.9%, an annual increase of 1.2%-2.1%, a record high for the same period of the previous year.
Mobile phone inventory water level is high, MediaTek passed down the revision of Q3 film production
Due to the poor global environment, which has impacted end consumer demand, the number of mobile phone inventory days has also been rising. According to statistics, it has been approaching 50 days, and the inventory of mobile phone factories is still 30 million, which has put pressure on component suppliers. The production volume in the third quarter has been revised down and the speed of new chip production has been slowed down. However, MediaTek does not comment on market-related rumors and reiterates that the growth outlook for the second quarter and the whole year has not changed.
Hon Hai Liu Yangwei Meets with Indian Prime Minister Narendra Modi to Discuss Local Production Expansion Plan
Indian Prime Minister Narendra Modi posted a photo of his meeting with Hon Hai Chairman Liu Yangwei on Twitter on the 23rd, and wrote that he welcomes Hon Hai Group’s plan to expand its electronic manufacturing capacity including semiconductors locally, and also for Hon Hai to build electric vehicles locally. Car capacity rumors add to Lenovo.
Universal Crystal Xu Xiulan: 12 inches is still very full, regarding 2031
The silicon wafer giant Universal Crystal held a shareholders meeting on the 21st. Chairman Xu Xiulan said that in the second half of the year, except for the small-scale production capacity that is not fully loaded, other factories will maintain full-load production. The 12-inch capacity utilization rate is still very full, and the upstream demand is very healthy. The long-term contracts signed now are all following 2028, and the longest has been seen until 2031.
From the perspective of capacity utilization rate, Xu Xiulan pointed out that in the second half of the year, the production capacity of small sizes below 6 inches will be slightly loose, but 8 inches and 12 inches will remain fully loaded until the end of the year.
Electricity prices to be raised, domestic business leaders have mixed views
The Ministry of Economic Affairs expects to hold an electricity price rate review meeting next Monday (27th).
Lin Bofeng, chairman of the Association for the Advancement of Industry and Commerce, believes that if the electricity price is only targeted at big electricity consumers, it is equivalent to punishing big electricity consumers, the manufacturing industry will definitely leave, and Taiwan’s energy policy should be reviewed. There will be upward pressure, affecting industrial output and exports.
However, Wang Wenyuan, President of Formosa Plastics Group, bluntly said that there is no way to increase electricity prices, because natural gas and coal prices have risen, but he also emphasized that the industry has to bear the burden, and the private sector has to bear the burden. Inflation is a global situation.
Xu Xiulan, chairman of the Taiwan Solar Photoelectric Industry Association and chairman of Sino-American Crystal Group, said that the directors and supervisors of the industry association generally believe that the industrial electricity price in Taiwan is low. It is suggested that the government can first announce the annual increase rate and implement it in stages, so that enterprises can respond and expect Through the efforts of this generation, we will leave the next generation a Taiwan with net zero carbon emissions.
Xu Xudong, chairman of the Far East Group, pointed out that the electricity price should indeed be adjusted. It has not been adjusted in the past 4 years, but it is not a good idea to adjust only large enterprises, and it would be very tiring to adjust 8% in one go. A milder pace is needed.”
Xu Shengxiong, chairman of Jinrenbao Group, did not hesitate to say that the industry is very worried regarding the problem of power shortage. He believes that in order to protect the country and the sacred mountain without power shortage, there must be many supporting plans. In fact, it is still the burden of the whole people.”
High temperature and hot electricity demand surged, peak load hit a new high of 39.94 million
Driven by the high temperature and the booming economic boom, the frequency of people’s livelihood and industrial power consumption has recently hit a new high. According to Taipower statistics, the peak load on the 22nd and 23rd reached 39.266 million kwh and 39.94 million kwh, respectively, breaking the historical record of electricity consumption.
From the perspective of the standby capacity, Taipower said that the standby capacity on the 24th was regarding 2.51 million kwh, and the standby capacity rate was only regarding 6.28%. Among them, the solar photovoltaic power generation output at the peak time reached more than 4.84 million kwh, accounting for regarding 12% of the peak load. , as the sequence enters the midsummer, it is expected that the peak load of electricity consumption will continue to be high.
Wang Xuehong served as Lenovo’s independent director and continued to promote industrial innovation and development
Lenovo Group, a major laptop manufacturer, announced on the 20th that it appointed HTC Chairman Wang Xuehong and Tsinghua University professor Xue Lan as independent non-executive directors, effective immediately. Whether Lenovo and HTC will further cooperate in the future will trigger the outside world “Lenovo”.
Epidemic prevention policy claims this year amounted to 11.2 billion yuan, and three-year premium income was fully compensated
The number of claims for epidemic prevention policies continues to rise. The Financial Supervisory Commission announced on the 21st that as of June 20, the number of claims this year has exceeded 314,900, and the amount of claims has officially exceeded the 10 billion yuan mark, reaching 11.2 billion yuan, equivalent to three years of epidemic prevention. The policy income has been fully paid off.
As of June 20, the number of overall epidemic prevention policies underwritten exceeded 3.7683 million, the premium income exceeded 3.561 billion yuan, the number of claims exceeded 314,900, and the claim amount exceeded 11.2 billion yuan.
In May, the retail investor indicator dropped for 3 consecutive times, and the balance of securities transfer deposits fell below 3 trillion yuan
The central bank of Taiwan announced the financial situation in May on the 24th. The balance of securities transfer deposits, which is an indicator of retail investors, continued to decrease by 30.6 billion yuan from the previous month to 2.974 trillion yuan, showing a 3 consecutive decline, and continued to hit a new low since May last year, with a total of 3 It has decreased by 215 billion yuan since the beginning of the month.
In May, the balance of securities transfer deposits dropped sharply for three consecutive months. The central bank said that it was impossible to determine whether retail investors had formed a trend of exiting the market, but the proportion of natural persons in the country also fell to 56.6% in May, a low since April 2020, compared with 2021. The highest in July has reached 74.4%, and there has been a significant difference.
