Macro strategy Morning Post

comprehensive

1. An explosive news recently appeared in the field of new energy vehicles. Saturnose, an Asian battery R & D company, announced that it would publicly release its enhanced aluminum ion batteries and planned to commercialize aluminum ion batteries in 2022 to slowly replace lithium-ion batteries with low cost performance. According to saturnose, this aluminum ion battery supports 20000 cycles of charge and discharge, with an energy density of 600wh / kg, at least three times that of the existing battery. A set of 150KW aluminum ion solid-state batteries can provide 1200 km of endurance for electric vehicles.

2. According to customs statistics, in the first 11 months of this year, China’s total import and export value was 35.39 trillion yuan, a year-on-year increase of 22%, exceeding the 32.16 trillion yuan level of last year, and the steady momentum continued to consolidate. Among them, the export was 19.58 trillion yuan, a year-on-year increase of 21.8%, an increase of 25.8% over the same period in 2019; The import was 15.81 trillion yuan, a year-on-year increase of 22.2%, an increase of 21.8% over the same period in 2019; The trade surplus was 3.77 trillion yuan, a year-on-year increase of 20.1%. In November, China’s exports increased by 16.6% year-on-year, imports increased by 26%, and the trade surplus was 460.68 billion yuan.

3. General Administration of Customs: in the first 11 months, China imported 1.038 billion tons of iron ore, a decrease of 3.2%, while the average import price increased by 53.1%; 467 million tons of crude oil, a decrease of 7.3%, and the average import price increased by 39.5%; 292 million tons of coal, an increase of 10.6%, and the average import price increased by 39.7%; 110 million tons of natural gas, an increase of 21.8%, and the average import price increased by 20.7%; 87.653 million tons of soybeans, a decrease of 5.5%, and the average import price increased by 30.7%.

4. Saudi Aramco agreed to sell 49% of its natural gas pipeline network to a consortium led by BlackRock and Saudi Arabia’s hassana investment company for us $15.5 billion to attract foreign investors.

 

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