On April 18, the national teleconference on ensuring smooth logistics and promoting the stability of industrial chain and supply chain was held in Beijing. Liu He, member of the Political Bureau of the CPC Central Committee and vice premier of the State Council, attended the meeting and deployed ten important measures. It is required to strive to realize that “people’s livelihood should be underpinned, freight transportation should be unblocked and industry should be recycled”.
The meeting called for adhering to the people as the center and having the overall situation in mind. We should be concerned about the lives and physical and mental health of the masses and epidemic prevention personnel, improve the working and living conditions of logistics practitioners, and provide financial support such as deferred repayment of loans. A sufficient number of national unified passes should be issued and used, and the closed-loop management of “picking, walking and chasing” should be implemented. We should tackle key problems one by one and solve outstanding problems in key areas.
Under the continuous increase of the policy of ensuring the smooth circulation of goods, many institutions pointed out that under the impact of the epidemic, the importance of express logistics has been re recognized. With the introduction of the policy of ensuring the smooth logistics of multiple departments, after the recovery of the epidemic, the demand for express is expected to rebound, and the express logistics may usher in a turning point of recovery.
issue sufficient national unified passes and give financial support to logistics practitioners
On April 18, the national teleconference on ensuring smooth logistics and promoting the stability of industrial chain and supply chain was held in Beijing. Liu He, member of the Political Bureau of the CPC Central Committee and vice premier of the State Council, attended the meeting and deployed ten important measures. It is required to strive to realize that “people’s livelihood should be underpinned, freight transportation should be unblocked and industry should be recycled”.
The meeting called for adhering to the people as the center and having the overall situation in mind. Specifically:
We should be concerned about the lives and physical and mental health of the masses and epidemic prevention personnel, improve the working and living conditions of logistics practitioners, and provide financial support such as deferred repayment of loans.
A sufficient number of national unified passes shall be issued and used. The nucleic acid test results shall be mutually recognized throughout the country within 48 hours. The closed-loop management of “picking, leaving and chasing” shall be implemented. The passage shall not be restricted on the grounds of waiting for the nucleic acid results.
We should tackle key problems one by one and solve outstanding problems in key areas. We should strive to stabilize the supply chain of the industrial chain, leverage 1 trillion yuan of funds through 200 billion yuan of scientific and technological innovation refinancing and 100 billion yuan of refinancing used in the field of transportation and logistics, and establish a white list of key industries and foreign trade enterprises such as automobiles, integrated circuits, consumer electronics, equipment manufacturing, agricultural materials, food and medicine.
The meeting stressed that governments at all levels should establish working mechanisms, centralized and unified command, division of labor and hierarchical responsibility. Fully mobilize the enthusiasm of all parties and give full play to the role of the market. Make information open and transparent, establish a reporting and complaint mechanism, make good use of 12328 hotline, and assign special personnel to be on duty 24 hours to solve problems at the first time.
While emphasizing the people-centered guarantee of smooth material circulation, this meeting also mentioned again to increase financial support for key enterprises and logistics practitioners.
“Financial institutions are expected to increase financial services for key logistics, warehousing and e-commerce enterprises.” Liao min, deputy director of the office of the central financial and Economic Commission, Vice Minister of the Ministry of Finance and member of the Party group, said at the 2022 Tsinghua Wudaokou global financial forum that he supported financial institutions to better play a driving effect and cluster effect for smooth logistics and supply chain in special times.
Liao min also said that financial institutions are expected to develop and provide more differentiated financial services and products for key groups such as truck drivers, express brothers and taxi drivers, so as to help them reduce the debt repayment pressure, strengthen the insurance claim settlement of goods loss caused by force majeure, and solve their urgent needs.
Ministry of transport: fully open the main artery and focus on ten tasks
It is worth noting that on April 18, the Ministry of transport quickly conveyed, studied and implemented the spirit of the national TV and telephone conference to ensure smooth logistics and promote the stability of the industrial chain and supply chain, and required to make every effort to open up the main artery and smooth the microcirculation, so as to provide a solid guarantee for “people’s livelihood, smooth freight transportation and industrial cycle”.
According to the requirements of the Ministry of transport, focus on ten tasks:
First, firmly establish the concept of people-centered development. Do everything possible to give priority to the supply of residents’ daily necessities, and take the “last kilometer” of smooth material distribution as the top priority to ensure that the basic life of the people will not be affected.
Second, establish and improve the working mechanism of ensuring smooth logistics. The organization department is in charge of the State Administration and key logistics enterprises to establish corresponding working mechanisms and special classes respectively, and implement centralized and unified command, division of labor and hierarchical responsibility.
Third, make every effort to ensure smooth transportation channels. Resolutely ban epidemic prevention checkpoints set up in the main line or service area of the expressway to prevent the rebound of shutdown; Strengthen road network operation monitoring and solve the problem of road network blocking in time.
Fourth, optimize the truck traffic control policy. Work with relevant departments to implement the closed-loop management of “pick and go and chase” for truck drivers, and the nucleic acid test results are commonly recognized across the country. Truck drivers who hold the negative certificate of nucleic acid test within 48 hours, the green code of health code and the normal temperature test shall be directly released by all localities, and no “layer by layer coding” is allowed. It is stipulated that repeated testing shall not be allowed within the validity period.
Fifth, accelerate the promotion and use of unified and mutually recognized passes. We will regulate the issuance and passage of passes for key materials, promote online handling and immediate handling, ensure sufficient issuance and achieve national mutual recognition.
Sixth, earnestly strengthen the guarantee of key services. Timely coordinate and solve the problem of truck passage; Ensure the basic life of stranded drivers; Focus on the service guarantee of Shanghai, the Yangtze River Delta and the Pearl River Delta, the means of production and living, and the industrial chain supply chain related to the national economy and the people’s livelihood, fully mobilize the enthusiasm of all parties, and earnestly maintain the stable operation of the industrial chain supply chain.
Seventh, handle the case immediately after receiving the lawsuit and pay close attention to case coordination. Give full play to the role of 12328 hotline, establish a reporting system, and track and solve the specific problems reflected by the real name at the first time.
Eighth, strive to reduce the burden on logistics enterprises and personnel. Work with relevant departments to guide all localities to make full use of the policies of small and medium-sized enterprises to help enterprises rescue and ensure the stability of the supply chain of the industrial chain, ensure the working and living conditions of truck drivers, increase support through guaranteed loans, deferred loan repayment and other ways, and encourage the provision of free nucleic acid and antigen testing for truck drivers.
Ninth, strictly prevent the risk of epidemic spread. Work with relevant departments to guide areas with serious epidemic situation to set up “non-contact” material transfer sites in logistics parks, expressway service areas and other places, and implement closed-loop management and non-contact for personnel.
Ten is to strengthen monitoring, early warning and emergency response. Work with relevant departments to guide all localities to strengthen monitoring and early warning. Report in time, strengthen information disclosure and accept social supervision.
ministries and commissions voice policy overweight, express logistics hope to meet the inflection point of recovery
Recently, covid-19 pneumonia has spread in some parts of China, putting great pressure on the national economic operation, especially on freight logistics.
In response to this, the State Council recently issued a circular on the joint prevention and control mechanism of New Coronavirus infection pneumonia to effectively ensure the smooth operation of freight transport logistics, requiring full and unimpeded traffic and transportation corridors, optimizing epidemic prevention and control measures, organizing emergency supplies transfer, effectively protecting key materials and postal express passages, strengthening service guarantee for employees, and trying to relieve difficulties and maintain stability in the industry. Accurately implement epidemic prevention and control measures.
At the same time, the people’s Bank of China, the Ministry of industry and information technology, the Ministry of transport and other central ministries and commissions have also increased their support to ensure smooth logistics. For example, the people’s Bank of China will use a variety of monetary policy tools such as refinancing and rediscount to support and guide financial institutions to increase financial support and open up a “green channel” for transportation logistics enterprises and freight drivers.
Guosen Securities Co.Ltd(002736) believes that although the impact of the epidemic on the transportation sector continues, the importance of smooth logistics has been re recognized, and multi sectoral policies to ensure smooth logistics have been issued. The impact of the epidemic is one-off, and the demand for short-term express delivery is more restrained than disappeared. After the epidemic recovers, the demand for express delivery is expected to rebound. On the premise that the national epidemic can be quickly controlled, it is expected that the profits of leading express companies will be significantly repaired this year.
Anxin securities also pointed out that the policy level attaches great importance to logistics guarantee and supply, and various parties actively express their positions and promote logistics recovery, which reflects that the macro policy synergy of steady growth and stable expectation is increasing. After experiencing the severe test of this round of epidemic, the national and Shanghai prevention and control policies have been gradually refined and rationalized, and more attention has been paid to the importance of logistics stability. The e-commerce platform will resume operation, the logistics nodes and employees will be opened and reworked one after another, the problem of truck traffic will also be alleviated, and the overall judgment of express logistics will usher in the turning point of recovery.
