Just now! Shanghai announced that normal production and life will be fully restored from June! Or there will be a wave of rush shipment! Please pay attention to shipment

On the morning of the 16th, Shanghai held a press conference on the prevention and control of the COVID-19, informing the latest situation of the epidemic prevention and control. Zong Ming, vice mayor of Shanghai, said that from today (May 16), we will focus on restoring the industrial chain and supply chain, and then gradually expand the scope of resumption of work and production. Non productive enterprises continue to advocate home office.

From June 1 to mid late June, normal production and living order were fully restored

Based on the comprehensive analysis of experts, Shanghai made it clear that the next prevention and control work is divided into "three stages":

The first stage: the stage of consolidating the achievements of the "ten actions" to clear the zero. From now on to May 21, the focus is to reduce new growth and prevent rebound, continue to reduce the number of people in sealed and controlled areas, orderly release, limited flow and effective control of the prevention areas, and maintain a low level of social activities in the city.

Phase II: transition to normal prevention and control. From May 22 to May 31, the number of new infections in a single day was further reduced, the scope of sealed and controlled areas was continuously reduced until unsealed, and the transformation of epidemic prevention and control to normalized hierarchical and classified management was accelerated.

The third stage: the stage of comprehensively restoring the normal production and living order of the whole city. From June 1 to mid late June, on the premise of strictly preventing the rebound of the epidemic and controlling the risk, we fully implemented the normalized management of epidemic prevention and control, and comprehensively restored the normal production and living order of Shanghai.

Shanghai will promote the gradual transition from "three zones" control to normalized hierarchical and classified management.

"Closed area, stay at home and provide door-to-door service" in the sealing and control area. If there is no new positive infection in the sealing and control area for 7 days, it will be reduced to the control area;

"No one can leave the community, no gathering is allowed" in the control area. If there is no new positive infection in the control area for three consecutive days, it will be reduced to the prevention area;

The prevention zone "strengthens social control and strictly restricts personnel gathering".

From May 22, Shanghai's ground bus and rail transit have conditions to gradually resume operation.

Since May 16, the railway has gradually increased the number of waiting trains at Shanghai Hongqiao Station and Shanghai station, and gradually returned to normal operation.

Shanghai will give priority to the resumption of senior three, senior two and junior three students with college entrance examination and senior high school entrance examination tasks, and other grades of primary and secondary schools will continue to carry out online teaching. Kindergartens, nurseries and nurseries will not arrange children to return to the kindergarten temporarily.

Shanghai has successively unsealed the backlog of goods, or there will be a wave of rush shipment! The centralized transportation market is expected to stop falling and recover

The volume of unsealed goods in Shanghai has rebounded one after another. Although the latest Shanghai export container freight index (SCFI) has fallen for 17 consecutive weeks, the freight rate of the western US line has stopped falling and rebounded.

According to the data released by Shanghai Airlines exchange, the SCFI index was 4147.83 points last week, down 15.91 points or 0.38% from the previous week, falling to the low point since late July last year. The cumulative decline of SCFI index since this year is 18.82%, which is mainly dragged down by the decline of 24.65% in European line freight rate, while the decline of 10.76% in American east line freight rate and 1.18% in American west line freight rate is relatively limited.

It is worth noting that last week, the freight rate per feu on the Far East West line rose by US $12 to US $7900, up 0.15% this week. Market participants pointed out that the higher freight rates from the Far East to the western United States were mainly due to the successive unsealing of Shanghai and the successive delivery of some goods to the western United States, driving the slightly higher freight rates.

The freight rate per feu on the Far East to East us line fell by US $28 to US $10560 last week, down 0.26% this week;

The freight rate per TEU from the Far East to Europe fell by US $95 to US $5860, or 1.59%;

The freight rate per TEU of the Far East to Mediterranean line fell by US $90 to US $6601, or 1.34%;

The freight rate per TEU of the Far East to Southeast Asia line (Singapore waypoint) fell by US $4 to US $992, down 0.4% this week.

Since the beginning of this year, the basic freight rates of major routes have decreased in total. The freight rates of European lines have decreased by 24.65%, from US $7777 to US $5860 / TEU, with a decrease of US $1917, the largest decline; The US east line freight rate fell by 10.76%, from US $11833 to US $10560 / feu, down US $1273; The US west line fell by only 1.18%, from US $7994 to US $7900 / feu, a decrease of less than US $100.

Industry insiders said that generally speaking, during the Spring Festival holiday, due to the shutdown of Chinese factories and the reduction of goods exports, the freight rate will fall for about 12-13 weeks after the Spring Festival, and then stop falling and pick up, but this year has fallen for 17 consecutive weeks. However, at present, the freight rate is still at a high level. As long as the freight rate decreases by no more than 50%, the centralized transportation company can still ensure high profits.

Industry analysts said that the recent freight rate trend of various routes showed that the demand of the United States was still strong. The freight rate of the US west line has been stable since May, and then rebounded slightly, which also reflects that the new long-term agreement of some container transportation companies is on the road, driving the spot price to strengthen. Once China speeds up the resumption of work and shipment, the transportation demand is expected to rise rapidly.

With China's closure and resumption of production at the same time, the volume of goods rebounded slowly in the short term. It is roughly estimated that the volume of goods in April decreased by 20% compared with March, and remained stable in May. In the context of China's accelerated resumption of work and production and policy support, the manufacturing industry will focus on shipping, and the shipping industry is expected to usher in strong market demand. At that time, the pressure on the supply chain will rise again to support the upward freight rate. The industry estimates that the volume of goods can be boosted as soon as the end of May and the beginning of June. In addition, labor negotiations between American and Western workers are underway, and the freight rate is expected to stop falling and rise by the end of May.

Analysts also believe that once China unseals and starts the rush wave, it will be the strengthening point of the freight rate and stock price in the spot market, and apply the new long-term freight rate of the doubled European line and the American line. They are cautiously optimistic about the centralized transportation market this year. At present, the performance in the second quarter is not weak, and then enter the traditional peak season in the third quarter. The volume and freight rate have the opportunity to rise.

Recently, many enterprises in Shanghai have gradually entered the stage of resumption of work. With the subsequent gradual unsealing, the volume of subsequent centralized shipments is expected to rise rapidly, and a wave of rush for space may emerge in the backlog of goods.

I would like to remind you that you should reasonably arrange the shipment, inform us in advance to arrange the space booking, and have an expectation and preparation for the subsequent phenomena. Forward Zhouzhi~