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國際
Retailers Battle Supply Chain Constraints
Retailers broadly delivered second-quarter results that handily topped
Wall Street’s targets and lifted their 2021 guidance as sales momentum
remained resilient. However, supply chain concerns, marked by port
congestion and recent factory shutdowns in Vietnam that could limit
second-half growth, were widely discussed on recent quarterly calls.
Insights from Dick’s SG, Hibbett, Academy Sports, Big 5, Macy’s, Kohl’s,
Foot Locker and Lululemon follow.
中國加強能耗雙控 浙江急下令高耗能工廠停產
國官方今年加強落實「能耗雙控（能源消耗總量和強度雙控）」政
策，限制高耗能產業煤、電用量。中國國家發展改革委員會上月發
布「2021 年上半年各地區能耗雙控目標完成情況晴雨表」，點名江
蘇等 9 個省（區）能耗強度不降反升，浙江則是被點名能耗強度降
低率未達到進度要求。
近日多省相繼傳出高耗能產業遭到現電限產，不僅造成相關原物料
價格飆漲，也勢必衝擊中國 GDP。
據陸媒財聯社報導，近日網傳浙江省高能耗企業將在 9 月 21 日至 9
月 30 日關停，涉及印染廠、汙水處理廠、化工廠、化纖廠等高耗能
行業。
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