On the 20th, good news came from danor of Suzhou electronic material factory that the equipment ordered for Hubei Qianjiang expansion project was shipped from Shanghai. "Before, due to the impact of the epidemic, the ordered equipment has not been delivered due to the impact of transportation. Now it's good." Zhang Wenju, chairman of the company, fell to the ground, and the new plant is finally expected to be put into operation as scheduled.
The epidemic in Suzhou rebounded this week. In order to minimize the impact of the epidemic on the economy, Suzhou overcame the pressure and followed the pace of Shanghai. On the 18th, it announced the white list of key enterprises and key supporting enterprises in the industrial supply chain, requiring all parts of Suzhou to ensure the smooth logistics of these enterprises.
However, the reporter learned from various interviews that the poor logistics still plagued the operation of Shanghai Jiangsu electronic enterprises.
Suzhou Libao key enterprise supply chain security
The first white list of key enterprises and key supporting enterprises in Suzhou supply chain covers all districts of Suzhou and four counties and cities including Kunshan City, involving a total of 1696 enterprises. On the evening of the 19th, Cao Lubao, Secretary of Suzhou municipal Party committee, presided over the Suzhou epidemic prevention and control meeting in Kunshan, and proposed that the current focus is to ensure smooth logistics and maintain the safety and stability of the industrial chain and supply chain. On the one hand, all localities and departments should continue to strengthen the allocation of epidemic prevention forces at traffic checkpoints and improve the audit efficiency; On the other hand, we should firmly grasp the leading enterprises and backbone enterprises, and steadily and orderly promote the resumption of work and production.
Suzhou is a gathering place for enterprises in China's electronics industry chain. Heavyweight suppliers have set up factories from PCB, panel, institutional parts and components to OEM assembly plants. In the middle and late March, with the increasingly severe epidemic situation in Shanghai, Suzhou upgraded the epidemic control, many enterprises' freight transportation was affected, and dozens of electronic factories were shut down.
After the introduction of the white list of key guaranteed supply enterprises in Suzhou, in order to take into account the fight against the epidemic and stabilize the economy, while organizing the orderly closure of the city and opening up key enterprises to resume work, Suzhou has successively opened up manufacturers to cross regional transportation and compensation by means of special lines, special vehicles and special drivers. However, there are still many difficulties in coordinating feeding, logistics and people vehicle matching.
"Our customers are scattered, and the overall operation is normal." Suzhou Jinhong Gas Co.Ltd(688106) relevant people told reporters that the company's production has been going on normally this year. However, affected by the epidemic prevention policy, including the requirements of freight code checking and home isolation, the enterprise operation has some impact. "Purchasing is calling every day and customers are urging every day. We are paying close attention to coordinating and ensuring production."
Another person from Suzhou electronic enterprise, who asked not to be named, said that in recent days, the company's area has been divided into sealed control area and control area, which has affected the logistics. After the introduction of the guaranteed supply list, the logistics tension should be alleviated, but "the epidemic policy changes day by day, and we have to wait and see in the follow-up."
Shanghai promotes the resumption of enterprises in an orderly manner
Shanghai is the city with the most complete semiconductor industry chain in China. The resumption process of Shanghai enterprises affects China's and even the global electronics industry chain.
On the 16th, the Shanghai Economic and Information Technology Commission issued the guidelines for the prevention and control of the epidemic situation of industrial enterprises returning to work and production in Shanghai (the first edition). The guidelines stressed that on the premise of ensuring controllable risks, district governments, streets, towns and parks should actively support enterprises returning to work and production. There are 666 enterprises in the white list, and at least 59 integrated circuit enterprises.
Zhang Hongtao, chief engineer of Shanghai Municipal Commission of economy and information technology, revealed at the press conference on covid-19 pneumonia epidemic prevention and control on the 19th that since the current round of epidemic, especially since the middle and late March, more than 1000 industrial enterprises above Designated Size in Shanghai have maintained closed production, mainly focusing on the production of energy, chemical industry, electric power, chips, medicine and necessary epidemic prevention materials, Tens of thousands of enterprise employees have insisted on closed production in the factory for nearly a month, which is very hard. At present, Shanghai has begun to promote the resumption of work and production in some fields in batches, especially key enterprises with closed production conditions and epidemic prevention and control conditions.
It's not easy to get back to work. An employee of a wafer manufacturing plant listed in the first batch of resumption of work in Shanghai revealed to that he had been closed at home for more than a month. Now the company plans to resume work and is issuing a certificate for the employees, that is, the company belongs to the first batch of resumption of work and production enterprises, and he is a key employee related to production. He is expected to go to work on the 22nd. After you go, you have to isolate for 7 days, and you can't go home.
At present, Shanghai resumption of work electronics factory is only part of it. An employee working in an enterprise related to solid state drives in the storage field in Zhangjiang Park, an important place of science and technology in Shanghai, revealed that the company was not on the list of resumption of production and was still under seal.
epidemic still affects logistics and people flow
The poor passage of trucks and the isolation and control of drivers are one of the biggest obstacles to the resumption of production and work in the Yangtze River Delta.
Mr. Xiong runs a billion dollar logistics company in Shanghai. He revealed that the freight of electronic products in Shanghai is generally less than carload transportation (assembly transportation). During the epidemic, less than truckload freight basically stopped. The material transportation of resumption enterprises will face the problems of difficult certificate handling, high cost, lack of logistics and long audit time. At present, the logistics of Suzhou, Wuxi and Changzhou is difficult, Zhejiang Province is better, and Shanghai is the most difficult.
A person from jiwei.com told reporters that there are many electronic materials, packaging and wafer manufacturing enterprises in the Yangtze River Delta. Whether their shipments are normal has a great impact on the industry. In addition, the list of resumption of work and guaranteed supply is also a minority in the industry. Fujian, Shenzhen and other electronic industries have been affected.
Jibang consultants predict that under the control of manpower and logistics, Husu electronics factory will face short-term material problems. At the same time, after the regions are unsealed one after another, I'm afraid there will be a sharp increase in the flow of goods, a traffic jam at the customs gate and an extension of the delivery time.
In the past two weeks, the state has been trying its best to dredge the national logistics blocking points. With the full cooperation of Jiangsu, Zhejiang and Shanghai, the emergency supply guarantee transfer station of important materials in the Yangtze River Delta (Zhejiang Shanghai) was officially put into operation on April 18 and completed the first freight handover, which will promote the inbound circulation of important inter provincial production materials and open up the freight "blood vessel" in the Yangtze River Delta. At present, there are 6 transfer stations in the first batch (4 have been completed), all of which are constructed by SAIC Anji logistics company using the existing site.
In response to relevant problems, Zhang Hongtao, chief engineer of Shanghai Municipal Commission of economy and information technology, revealed that the common problems of resumption of work and production mainly focus on logistics and transportation, personnel return to work, industrial chain supporting and other aspects. The relevant work should be dynamically adjusted with the epidemic prevention and control situation, and some should find alternative schemes. I believe that with your support, the resumption of work and production of Shanghai industry will move forward steadily.
