[Industry Focus]：The enterprise resumed work and production on a large scale, and the demand for purchasing and purchasing increased sharply. The tide of purchasing and transportation hit, and hundreds of kinds of chemical raw materials increased in succession!

The 182th press conference on the prevention and control of the new coronavirus epidemic in Shanghai pointed out that at present, more than 4400 of the more than 9,000 industrial enterprises in Shanghai have resumed work.

At the same time, focusing on strategic functions, urban operation guarantee, epidemic prevention materials, continuous production, basic supporting and other fields in the early stage, more than 3,000 "whitelist" enterprises were promoted to resume production, with the overall resumption rate exceeding 70%, the resumption rate of the first batch of 666 enterprises has exceeded 95%.

In addition, many parts of the country have lifted the global control and started to resume work gradually, which has also led to the gradual recovery of industries such as biomedicine, chemical materials, logistics and warehousing, promote the logistics and transportation industry to usher in "xiaoyangchun".

According to the news conference of Shanghai New Coronavirus epidemic prevention and control workers, recently, the daily container throughput of Shanghai Port has reached 119,000 standard box, returning to 90% of the normal level; The daily cargo throughput of Pudong Airport exceeds 7,000 tons, recovered to 70%; The number of freight vehicles entering and leaving Shanghai through the provincial crossing of the expressway has reached 78,000 in a single day, and recovered to 2/3 of the normal state. In terms of foreign trade situation, the import and export monitoring value of Shanghai port in the first half of May was 188.6 billion yuan, up 17% month on month.

The transportation in many regions in China also reproduces the recovery trend. According to the monitoring and summary data of the Office of the leading group for the work of logistics Baotong and Baotong under the State Council, on May 23, the national freight logistics continued to recover and improve, among which:

the national railway transported 11.245 million tons of goods, which was basically the same as that of the previous month; The national highway freight cars passed 7.1004 million, up 12.21%; The national key ports completed 33.911 million tons of cargo throughput, up 5% from the previous month, the container throughput was 712,000 containers, down 6.2 percent from the previous month; The number of civil aviation guaranteed cargo flights was 647, down 11.1% from the previous month; The postal express collection was about 0.333 billion, up 8.8 percent from the previous month; The delivery was about 0.316 billion, up 1.6 percent from the previous month.

The freight orders in Shenyang on the freight Lala platform doubled. The freight Lala orders in Changchun, Jilin and other cities gradually recovered from a few orders to 60% in the same period last year. Freight orders in Harbin are also constantly picking up and are expected to return to the same period last year in the short term.

However, with the centralized start of manufacturing industry, raw materials the order volume of suppliers has experienced a rapid growth. In addition to the delay in delivery caused by the sealing and control measures, a large number of products are shipped at the same time, resulting in a sudden increase in the pressure on logistics and transportation.

at present, the logistics in the Pearl River Delta region is normal, and the trucks are relatively sufficient. There is no rush for the time being. However, many major domestic ports, including Qingdao, Ningbo and Shanghai, still have queues.

Some enterprises said that they had grown up for 30 days when they transported goods from home to overseas delivery, but now it has become 60 days +. No one dares to pay for the "+. In order to deliver goods, some enterprises are willing to spend a lot of money to "rob" the poor logistics resources, which is pushing the "small climax" of logistics to come ahead of time.

In the era of "more monks and less monks" restricted fleet available, the transportation time of goods will be prolonged, and the increase in freight will follow suit. Moreover, it is possible to increase shipping charter fees and container freight rates not only at home, overseas and even around the world, which are affected by factors such as rising freight rates and rising costs, the price of products may also rise further, and the expectation of inflation will intensify.

Customs data show that in late April, the cargo volume and the total import and export value of foreign trade at Shanghai port gradually rebounded. The latest issue of Shanghai export container freight index (SCFI) shows that the freight rate of the US-West line has stopped falling and rebounded. Last week, the freight rate of each FEU from the Far East to the US-West line increased by US $12 to US $7900, mainly because Shanghai has been unsealed one after another, some goods were shipped to the US and West one after another, which led to a slight increase in freight rates.

Chemical enterprises also expressed their concern that customers will place new orders only after receiving the goods. At present, the delivery cycle is lengthened, and the volume of delivery has decreased by about 30% compared with last year, it has brought great influence to the operation of enterprises. In addition, the slow logistics also leads to some raw materials and accessories that cannot be prepared, and the delivery is far away.

Insiders said," the tide of unsealing promoted the "tide of transportation" and finally promoted the cost of products together. It is expected that from the end of May to the beginning of June, the shipping climax of enterprises will collide with the peak of capacity grabbing, and the freight rate will double and the price of spot products will soar., there are even cases where money cannot be delivered.