Kiev anchors still bring goods live, dairy farmers worry about feed prices, oil prices soar, which industries are affected by the escalation of the situation in Russia and Ukraine

  Jason is a handsome young man with a mixed-race appearance. He is a network anchor.

"I am Chinese, and my girlfriend is Ukrainian. We have lived in Ukraine for a long time. My family is in China. Now the situation is tense. My girlfriend and I are both in Kiev. We also want to leave Kiev, but there is no way." In the live broadcast room , Jason showed the picture of the empty Kiev street outside the window, and described it like this.

  In the middle of the night on February 24 and the early morning of February 25, Jason was still insisting on live streaming and recording videos. The number of viewers in the live broadcast room exceeded 20,000. Jason seemed calm, but in fact, in the subsequent videos, he Uncertainty and worries about the future are also expressed.

  The escalation of the situation in Russia and Ukraine has had a major impact on the lives of local residents and related industries.

Not only fast-moving consumer goods, but also feed, energy, medical and many other fields.

The anchor is still bringing goods

  Jason is a typical e-commerce retailer. According to his information, he spends most of his time in Ukraine, and occasionally goes to Russia, Belarus and Poland.

According to Jason's introduction, he mainly introduced some Russian food, brought the goods through online live broadcast, and then sold them to Chinese consumers.

The first financial reporter saw in his live broadcast room that the main commodities he brought were Nevsky brand peanut nut nougat Snickers, Russian imported melon seed chocolate, Russian imported yogurt wafer sugar and other foods. It ranges from more than 20 yuan to more than 60 yuan, which has obvious price advantages.

  In the live broadcast room late at night on February 24, Jason looked out the window worriedly while introducing the products live. In the footage he showed, it could be seen that the streets of Kiev were basically empty and there were no vehicles.

  Some netizens also raised some questions about Jason in the live broadcast room, such as the specific location, why he didn't leave, and how to ship the purchased goods.

Jason showed the audience his location in Kiev with his mobile phone in the live broadcast room, and said that Chinese consumers can ship the goods immediately after they buy them, because all the goods are in the warehouse in China, and the logistics is normal.

"But I don't need people to buy because of sympathy or whatever. You place an order if you need it, and don't buy it if you don't need it. Of course I want to leave Kiev too, but the facilities at the airport are damaged and we can't fly. Now we have to go. I can only take the land vehicle route, I want to go to Poland with my girlfriend, but it is too difficult to find a car now.” Jason said.

  In the early morning of February 25, Jason posted another video on the online platform. He said that he had worked hard, but he still could not leave Kiev. He and his girlfriend are currently preparing their backpacks. many people.

  On February 25, the Chinese Embassy in Ukraine issued an urgent notice on requesting registration of Chinese citizens to be evacuated from Ukraine, stating: “At present, the domestic situation in Ukraine has deteriorated sharply, and my citizens and Chinese-funded enterprises in Ukraine are at high security risks. In preparation for For matters related to the return of the chartered flights in batches, the registration of personnel is now starting. Taking the chartered flight is based on the principle of voluntary. The time of dispatching the chartered flight is determined according to the flight safety situation, and will be notified in advance at that time.”

  Jason said in the live broadcast room that he saw relevant information in the Chinese crowd, but his girlfriend is Ukrainian, so he still has to consider leaving with his girlfriend.

The reason why he still brings goods through live broadcast late at night is because there is nothing else to do. In order to ease his emotions and make money to support subsequent expenses, live broadcast delivery has become the most suitable way to make money.

  The first financial reporter contacted Jason to learn more about the situation. As of press time, Jason had not responded.

According to feedback from large retail companies such as Carrefour, RT-Mart, and Hema, although there are many European and American products in imported products, very few products are from Russia or Ukraine, so there is basically no impact on the supply chain.

Dairy farmers' concerns

  In addition to e-commerce retail, Ukraine is known as the "granary of Europe", and the tension between Russia and Ukraine has also raised concerns in the raw milk industry.

According to customs data, China will import 28.3538 million tons of corn in 2021, of which 8.237 million tons will be imported from Ukraine, accounting for 29.1%.

  The first financial reporter learned from many dairy farms that the price of feed corn has not fluctuated much at present. At present, the price of soybean meal has risen rapidly. The price of soybean meal was still 3,500 yuan / ton a year ago, and it has It has risen to 4,100 yuan / ton, and has now risen to 4,500 yuan / ton, mainly due to the reduction of soybean production in Brazil.

  However, many interviewed dairy farmers still expressed concerns about the price of corn. Feed accounts for a relatively high proportion of the cost of dairy farming. Since 2021, domestic feed prices have continued to rise, and the feed cost of pastures in 2021 will increase by about 30%, if the feed continues to rise in the new year, it will increase the breeding cost of the pasture.

  Song Liang, an independent dairy analyst, told the First Financial Reporter that since 2021, domestic feed prices have risen rapidly, coupled with environmental protection, transportation and other impacts, the cost of aquaculture has risen rapidly, and the overall cost of pastures in 2021 will increase by 30% To 40%, although the current milk price is not low in history, some dairy farmers have fallen into losses due to high costs.

  It is worth noting that domestic milk prices still maintain a downward trend. As of the third week of February 2022, the average price of raw milk in 10 major producing provinces such as Inner Mongolia and Hebei was 4.25 yuan/kg, down 0.5% from the previous week and year-on-year. Down 0.7%.

  Dairy farmers are also worried that domestic milk prices will begin to fall in the fourth quarter of 2021, and the traditional off-season after the year. It is expected that domestic milk prices will continue to decline. If milk prices cannot keep up with rising costs, the industry may face a new round of losses.

These Chinese pharmaceutical companies have operations in Ukraine

  In recent years, in order to develop overseas markets, Chinese pharmaceutical companies have launched international multi-center clinical research.

  According to the Pharma Go global clinical trial database, there are 227 multi-center clinical trials initiated by Chinese companies or researchers, and Ukraine has been selected as the clinical trial base.

  The companies involved include Hengrui Medicine (600276.SH), BeiGene (BGNE.NS, 06160.HK, 688235.SH), Henlius (02696.HK), Junshi Bio (01877.HK, 688180.SH), Kintor Pharmaceutical (09939.HK), etc.

Taking Kintor Pharmaceutical as an example, the clinical trials of its new crown drug Prolucuramide for severely hospitalized patients with new crowns have been fully launched in the United States, Ukraine, and the Philippines to enroll patients.

  A person from a pharmaceutical company told Yicai.com that the reason why Ukraine has attracted many Chinese pharmaceutical companies to carry out clinical trials is that the Ukrainian center starts quickly, the patient enrollment is faster, the cost is lower than that of Western European countries, and the economy is underdeveloped. With limited medical insurance, more patients are more willing to participate in clinical research to benefit.

  Under the tense situation in Russia and Ukraine, will it affect the international multi-center clinical trials of the above-mentioned pharmaceutical companies?

  As of the press release of the first financial reporter, the relevant personnel of Kintor Pharmaceutical replied to the first financial reporter that the company is learning about the situation from the overseas clinical team, and will announce it as soon as there is news.

Hengrui Medicine and BeiGene both replied to the first financial reporter that they are still understanding the situation internally.

The relevant personnel of Henlius told Yicai.com that due to the early development of the company's international multi-center clinical research, the current Russian-Ukrainian war has not had a substantial impact on the company's clinical trials.

  At the same time, Junshi Bio also told the first financial reporter that the current situation in Russia and Ukraine has not affected the company's clinical trials.

How many energy companies are affected

  There are many energy companies operating in Ukraine.

Affected by the situation in Russia and Ukraine, energy prices such as oil and natural gas continued to fluctuate at high levels and supply was tight.

Similarly, related A-share energy listed companies investing in factories or new projects in Ukraine are more or less affected.

  GCL Integration (002506.SZ) is mainly engaged in the research and development, production and sales of crystalline silicon solar cells. Regarding whether the conflict between Russia and Ukraine will affect the company's business, the company replied to the first financial reporter that the company has no business in Ukraine.

In terms of JinkoSolar (688223.SH), Risen Energy (300118.SZ), and Jinneng Technology, Yicai reporters went to verify as soon as possible, but no reply from the company has been received as of press time.

  Longyuan Power (001289.SZ) has an important business layout in Ukraine.

According to the company's announcement, in January 2022, the company's generating capacity in Ukraine was 28,777 MWh, and the total installed capacity of Ukraine's Yuzhny wind power project was 76.5 MW, using 17 NORDEX4500-149 wind turbines, and the total planned investment of the project was 925.03 million. Yuan.

On February 24, the Securities Department of Longyuan Power stated that the current green power projects in Ukraine have not been affected, the projects are operating normally, and the power generation of the units is only affected by the weather.

According to the official website of the National Energy Group, in August 2019, Longyuan Power and Lithuanian Four Winds Energy Company signed an agreement on the acquisition of the Uzhny wind power project in Ukraine.

The project has a planned capacity of 76,000 kilowatts and will start construction in the second half of 2019. It is the first greenfield wind power project invested overseas by the group company since its establishment.

According to public information, in June 2021, Longyuan Power and Ukraine Southern Wind Power Holding Company signed an equity purchase agreement for the 288 MW Southern Wind Power Project.

The total capacity of the project is 288 MW, and 60 4.8 MW wind turbines are planned to be installed. It is expected to be put into operation by the end of 2022.

  Power China (601669.SH) and Ukraine Wind Farm Co., Ltd. signed a contract for an 800MW wind power project in Ukraine's Nikolsk and Mangus districts, with a contract value of US$999 million.

The project is located in Mariupol, Donetsk State, Ukraine. The main contents are the design, procurement, construction, installation, commissioning and trial operation of a wind farm with a total installed capacity of 800MW, a 330KV booster station and an external transmission line.

It is reported that the total construction period of the project is 32 months, and the warranty period is 24 months.

  Taisheng Wind Energy (300129.SZ) is mainly engaged in the manufacture and installation of wind power equipment, steel structure, chemical equipment, import and export of goods and technologies, sales of wind power equipment, accessories and parts, etc. It is the earliest professional manufacturer of wind turbine towers in China. one of the companies.

The company's securities department said that most of the company's projects in Ukraine had been delivered last year, and only a little had not been delivered.

  Goldwind Technology (002202.SZ), which is mainly engaged in wind turbine manufacturing, wind power services, and wind farm investment and development, announced that in September 2021, Goldwind Technology successfully signed the Zophia 337.5MW wind power project in Ukraine and the Ukraine Ocha Ochakov 288MW wind power project.

After the project is completed, Goldwind's market share in Ukraine will exceed 20%.

  On January 16, Goldwind replied to investors on the situation in Ukraine, saying that the company has not invested in wind farms in Ukraine, and only orders for complete machine products will be delivered according to the normal plan.

  Zhongli Group (002309.SZ) is mainly engaged in photovoltaic modules and cells, photovoltaic power plants, cables and other businesses. It once set up a wholly-owned subsidiary in Ukraine to invest in photovoltaic power plants.

The company's subsidiary, Talesun Photovoltaics, ranks among the top five in terms of shipments in the local Ukrainian market.

On February 24, the Securities Department of Zhongli Group publicly stated whether the situation in Ukraine would affect the company: "The company's project company in Ukraine has completed the transfer of all equity in June 2021, and currently there is no project in Ukraine."

  It is worth noting that the tension between Russia and Ukraine has exacerbated the market's concerns about energy supply and stimulated international oil and gas prices to rise further, setting a new high since September 2014.

As a result, the international oil price exceeded US$100 per barrel, the first time in more than 7 years that it rose above US$100 per barrel.