"Our company is now in a static management state, and production is not allowed. There are no employees in the factory. It's inconvenient for me to disclose the specific details." On April 19, the guard room staff of qungong (Suzhou) Co., Ltd. (hereinafter referred to as "qungong Suzhou") told the first financial reporter over the phone.
The first financial reporter recently interviewed a number of enterprises in Jiangsu, Anhui and other places and found that due to the impact of the epidemic, temporary work stoppages have occurred in these areas, involving a number of listed companies, covering electronics, chip, construction, manufacturing and other industries.
stop production one after another
According to the announcement made by Qun Guang (2385), the parent company of Qun Guang Suzhou, a listed company in Taiwan, on April 15, three employees in Qun Guang Suzhou factory were diagnosed. In cooperation with the epidemic prevention and control policies of the local government, some factories were shut down, "shut down for 1-2 weeks, conduct full staff (nucleic acid) testing, and take relevant isolation measures to ensure the safety and health of employees."
Public information shows that Qun GUANG company is engaged in computer system related industries, mainly producing keyboard, camera, power supply, ADSL and other products, of which the production and sales volume of keyboard is the first in the world. The main customers are Dell, IBM, HP, ASUS, Samsung, NEC, Yokogawa, Sony, Logitech, Microsoft, Panasonic, Tsinghua Tongfang and other world-famous companies.
Qun GUANG company said that some of the suspended plants in Suzhou accounted for 14% of the company's production capacity, and the suspended production capacity will be handled by the plants in Dongguan Qingxi, Dongguan Liaobu, Chongqing and Nanchang in the mainland and the new plants in Thailand. The evaluation has little impact on the company's financial business.
The first financial reporter found that according to the distribution of cases officially reported in Suzhou, employees of most enterprises were infected, mainly concentrated in Suzhou Industrial Park, Kunshan City and Taicang City, and also spread. There was a correlation between most infection cases.
"It's mainly because some time ago, enterprises in Kunshan and Taicang had a cluster epidemic. The two places are closer to Shanghai and there are more commuters." A person in charge of a local enterprise in Suzhou told the reporter that once there were employees infected in the factory, it was inevitable to stop production because of the disposal of nucleic acid and disinfection and sterilization of all employees.
According to the interview of the first finance and economics reporter, there are many electronic, chip and high-tech enterprises in Kunshan, Taicang and Suzhou Industrial Park in Suzhou. Like the above Qun GUANG company, many international chip enterprises have subsidiaries and production plants in the local area, and some enterprises have stopped production recently.
On April 21, the listed company Jinhao announced that its wholly-owned subsidiary Jinhao Optoelectronics (Kunshan) Co., Ltd. (hereinafter referred to as Jinhao Kunshan) cooperated with the epidemic prevention policy of the local government to extend the shutdown. Jinhaokunshan mainly produces computer connecting wires and computer peripheral products, PVC particles, precision optical connectors, optical converters and related components, and sells self-produced products. Its main customers are distributed in Asia, Europe, America and Australia. There are world-famous computer companies, such as Microsoft, apple, Sony, Thomson, Compal, Acer, etc. its main products are mouse wires, connecting wires, degaussing coils, wire manufacturing and computer screen wires.
Kunshan zhanteng Electronic Technology Co., Ltd. (hereinafter referred to as Kunshan zhanteng), another enterprise engaged in chip business, also shut down.
According to the first financial reporter's combing, there are far more enterprises in East China affected by the epidemic. According to wind information, in the past week, hundreds of Listed Companies in Taiwan have issued suspension announcements, involving enterprises in East China and other places. The specific number of discontinued enterprises cannot be verified for the time being.
In addition to electronics and chip enterprises, many construction and machinery production industries also announced shutdown. The first financial reporter obtained similar information from a number of enterprises in different industries in Jiangsu, Anhui and other places.
Guangdong Sanhe Pile Co.Ltd(003037) ( Guangdong Sanhe Pile Co.Ltd(003037) . SZ), Weimai heavy industry (871332) and other companies have also successively released the news of shutdown of subsidiaries.
Guangdong Sanhe Pile Co.Ltd(003037) said that the subsidiary Suzhou Sanhe was affected by this round of epidemic recently, which not only delayed the production and delivery of some products, but also may have a certain adverse impact on the company's business development, which may have an impact on the company's performance in the second quarter of 2022, the main business development and performance completion in 2022.
The reporter asked the influence of Suzhou listed company Jiangsu Eastern Shenghong Co.Ltd(000301) ( Jiangsu Eastern Shenghong Co.Ltd(000301) . SZ) on enterprises under the local epidemic prevention and control on the investor interaction platform in an anonymous capacity Jiangsu Eastern Shenghong Co.Ltd(000301) replied that very few employees of the company and its subsidiaries need to work at home for a short time because of the epidemic prevention and control. At present, the production and operation of polyester filament and other businesses of the company are normal, but the epidemic control has an impact on the logistics and transportation efficiency in some areas.
difficult movement of people and goods
"The short-term internal sub personnel can not work normally, which has caused varying degrees of adverse effects on Suzhou Sanhe's production and operation, logistics and transportation and raw material supply." Guangdong Sanhe Pile Co.Ltd(003037) said so when talking about the impact of the epidemic.
In fact, under the epidemic, it is difficult for people and goods to flow, which has become a practical difficulty faced by many enterprises.
A freight forwarder in Taicang Port told the first finance and economics reporter that due to the local epidemic prevention and control policy, few suitable foreign container trucks can enter the city. "At present, Taicang Port implements closed management, and many containers in the port area are driven in from the waterways of the surrounding ports through barges."
The problem of highway freight transportation mainly occurs in the link of container truck transportation. According to the investigation of the first financial reporter, at present, if an enterprise wants to transport goods, it must first find a suitable driver, and then apply to the local epidemic prevention department for a goods pass, and go through the electronic pass application procedure through the city's truck collection application platform. After the pass is approved, the truck driver can enter the city for transportation.
"Now some areas have strict control over truck drivers. It is difficult for us to find enterprises willing to come and transport, and the price is very expensive, two or three times the usual price." The person in charge of an enterprise in Ningbo told the first financial reporter.
In addition, at present, all localities still have their own truck driver declaration platforms, such as Suzhou "suhuo code" platform, Wuxi "Lingxi" platform, Changzhou "Longcheng Changyun" platform, etc. Truck drivers can declare their personal information on these platforms by downloading apps with these names through wechat applet or direct mobile phone.
A truck driver sent a copy of the electronic pass he recently received to the first financial reporter. This pass is applied for by its customers through the "Haotong code" applet in Nantong City, Jiangsu Province. The pass shows the driver's identity information and the names and telephone numbers of his customers and their safety responsible persons.
"Now all localities require closed-loop management of truck drivers and leave after pulling the goods. Although it seems very convenient, they often encounter emergencies. For example, the nucleic acid report is' expired 'after more than 48 hours, and the pass exceeds the limited time. They have to apply for the pass again, which will face a large area of traffic jam." A person in charge of a cargo transportation enterprise in the Yangtze River Delta said.
