I. at present, the new positive infections in Shanghai are still in a high fluctuation state, but the new positive cases in society have decreased by about 78% compared with the peak level. The epidemic situation in Shanghai is still complex and severe, but the dawn has appeared. Last week, the average number of new positive infections in Shanghai fell to about 20000, down about 25% from the previous peak level of 27000. On Friday and Saturday, new positive infections in Shanghai rebounded, mainly due to the rise of some construction sites and enterprises. Last week, Shanghai promoted the resumption of work and production of key enterprises, which brought some challenges to the epidemic prevention and control. Overall, the epidemic situation in Shanghai is still complex and severe. The epidemic prevention and control in Shanghai can be divided into two stages: first, the social aspect is cleared, that is, there are no new positive infections outside the control area; Second, the control area is also cleared. At present, the number of new positive cases in Shanghai has dropped to about 250, down 78% from the previous peak level of 1100, and the social epidemic has been well controlled. The dawn of epidemic prevention and control in Shanghai has emerged.
2. Last week, the number of new positive infections in Jilin continued to decline rapidly, but the number of new positive infections in the mainland (excluding Shanghai and Jilin) is still in a state of platform fluctuation. As of last Saturday, the number of new positive infections in Jilin had dropped to 200, only 1 / 20 of the previous peak level. After achieving the phased goal of social clearance, the new positive infections in Jilin continued to decline rapidly, and the epidemic situation was well controlled. Last week, the mainland (excluding Shanghai and Jilin) added 560 cases of positive infection every day, which is still in a state of platform fluctuation. The epidemic situation in Guangdong, Guangxi, Fujian, Anhui, Hubei and other regions was significantly alleviated, but the epidemic situation in Jiangsu, Hebei, Zhejiang, Heilongjiang and other regions was aggravated.
III. last week, the national vehicle freight flow index increased by 5% month on month, but it was still about 26% lower than that in the same period last year. It will take some time for the freight flow to fully recover. Last week, the national vehicle freight flow index, the throughput index of distribution centers of major express enterprises and the throughput index of public logistics parks increased by 5.0%, 6.0% and 6.7% respectively on a weekly basis, but they are still 26%, 36% and 35% lower than the same period last year. Among them, the epidemic situation in Jilin subsided rapidly and the logistics recovered rapidly. The vehicle freight flow index increased by 40% on a weekly basis, but it was still about 78% lower than that in the same period last year; The epidemic situation in Shanghai is still severe, and the vehicle freight flow index increased by 8.8% on a weekly basis, still about 84.4% lower than that in the same period last year; The vehicle freight flow index in Jiangsu, Zhejiang and Guangdong increased by 12.6%, 0.5% and 1.3% respectively on a weekly basis, 36%, 17% and 27% lower than that in the same period last year. Overall, the national freight flow continues to recover, but it will take some time to fully recover.
Risk tip: China's steady growth is less than expected, and overseas geopolitical uncertainty is increasing
