Resumption of labor and resumption of production is imminent.
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Resumption of labor and resumption is imminent, and the funds to participate in the “resumption market” in advance are playing!北京夜网
The largest inflow of funds from the A-share sector has the largest increase!
Source: e-company official Weiyin Kangyin’s frequent national resumption policies, A shares this week, “return to work” has taken the lead!
Image source: Tuworm Creative New Crown Pneumonia Epidemic, the company can’t wait to resume work and resume production, and supporting policies have been continuously launched.
On February 16th, the General Administration of Customs issued 10 measures to support foreign trade enterprises to speed up the resumption of production and promote the steady growth of foreign trade.
According to the resumption of work announced by the local governments, most areas except Hubei have begun to resume work.
Tianfeng Securities pointed out that due to the different ways of working in different industries, the pace of return to work is very different.
The agency believes that entering most cities has begun to enter the resumption phase. The manufacturing-related market has started last week, and the cyclical industries such as building materials, steel, and coal will continue to perform.
Resumption of production and resumption intensified in various places. “Our current production capacity has only recovered to about 30% of normal levels, and we will make further decisions based on the situation.
“Hou Bo, safety director of Laird Electronic Materials (Shenzhen) Co., Ltd., located in Fuhai Street, Baoan District, said in an interview.
In addition to the normal work of more than 400 people, Laird has more than 400 special employees. Because they left Shenzhen during the Spring Festival, to ensure safety, Laird chose not to allow these employees to live in the park, or even out of bread.500 hotel rooms and deliver them three meals a day.
Laird is just the “tip of the iceberg” of many previously resumed enterprises under the impact of the epidemic.
A video conference on the resumption of production and resumption of production of central enterprises under construction by the SASAC on the 15th.
The meeting mentioned that at present, the resumption rate of over 20,000 major production-type subsidiaries of 96 central enterprises (excluding enterprises in the commerce, trade, finance, real estate and other categories, and construction and construction enterprises separately counted according to construction projects) has reached 81.
Building construction enterprises are affected by factors such as employment, materials, and transportation, and there is still room for improvement in repeated replacements.
In addition to state-owned enterprises, local enterprises are stepping up and restarting production.
On the Jiangsu side, since February 10, after the Jiangsu Province has accurately and orderly resumed work and resumed production, the rate of resumption of industrial enterprises above designated size has exceeded half.
As for Liaoning, as of 24:00 on February 13, Liaoning had resumed the operation of 4,262 industrial enterprises above designated size, with a return rate of 57.
7%, reaching 68 in the same period of previous years.
In Guangdong, Foshan, a major manufacturing city, has resumed industrial and trade distribution businesses1.
With 20,000 digits, the number of workers gradually recovering exceeded 600,000, of which the scale exceeded the operating rate of enterprises by nearly 50%.
It is understood that the main factors constraining the resumption of production and work in enterprises are the flow of people, logistics and epidemic prevention equipment.
According to data from the Ministry of Transport, by the end of the Spring Festival on February 18, there were 1.
600 million people return to work on the return journey. At the same time, inter-provincial bus stoppages and other factors will affect the return of migrant workers to the city.
At the logistics level, major express delivery companies have resumed work, but the rate of return to work was only around 40% by mid-February. The epidemic still affects logistics-related industries such as transportation, warehousing, and express delivery.
In terms of epidemic prevention equipment, the current policy requires companies that resume work on site to provide employees with basic anti-epidemic equipment such as masks. The National Development and Reform Commission revealed that 25% of mask companies have not resumed work. The constraints are labor and raw materials.
Safeguard measures promote resumption of work and production To promote enterprises to resume work and production as soon as possible, local government departments continue to move.
For example, Shenzhen, where Laird is located, while the Shenzhen SASAC is doing its best to prevent and control the epidemic, it is orderly to promote the resumption of work of city-owned state-owned enterprises. Among them, priority is given to the protection of livelihoods such as water electrification, rice bags, vegetable baskets, and public transportation.All enterprises resumed work.
In addition, Shenzhen state-owned and state-owned enterprises reduced rents by more than 1 billion yuan to support the development of private enterprises.
In order to effectively help enterprises recruit and stabilize workers, the Fuzhou Bureau of Human Resources and Social Security issued the “Notice on Doing a Good Job in the Resumption of Production and Employment of Enterprises in Our City”.
Those who have been identified by Fujian Province and Fuzhou City Industrial and Information Technology Department as masks, protective clothing and other epidemic prevention and control, medical supplies and supporting materials production enterprises, recruit themselves or be hired by the company ‘s old employees “employment by industry” to recruit urgently needed production personnel, full employment of threeMonthly, the company will be given a recruitment subsidy at the rate of 2,000 yuan per person.
National ministries have also continued to move.
For foreign trade enterprises, on February 16th, the General Administration of Customs issued 10 measures to support foreign trade enterprises to step up production and promote stable growth in foreign trade.
The 10 measures include: increasing support and alleviating business difficulties.
Simplify the process of business registration or filing. If there is a change in business registration information, except for the business name that needs to be submitted online for change, there is no application for change in other registration information, and relevant processing will be performed after the epidemic situation is over.Timely help enterprises, especially small, medium and micro enterprises to solve problems encountered in import and export.
Guide enterprises to standardize management, reduce import and export declaration errors, and avoid procedural violations.
At the press conference of the State Council Office on February 15th, the two parties and one bureau stated at the same time to fully support the resumption of production and production.
Specifically, it was gradually stated that a green channel for payment and settlement was established to ensure timely transfer of funds to the accounts.
The next step will further accelerate the work in the field of mobile payments.
The China Banking Regulatory Commission stated that all insurance institutions should promote simplified procedures for insurance claim customers infected with new crown pneumonia or damaged by the epidemic, improve efficiency, and pay as soon as possible.
The China Securities Regulatory Commission stated that priority should be given to financing in areas with severe epidemics and companies involved in the fight against the epidemic, and timely supervision of the “green channel”.
The foreign exchange bureau stated that the impact of the epidemic was temporary and limited. In the future, the local balance of payments would remain basic, and conditions could continue to be basically balanced.
Listed companies, as one of the main forces of resumption, have also received special attention from the regulatory authorities.
The Shanghai Stock Exchange pointed out on February 16 that it is necessary to strengthen the risk ranking of listed companies.
The first time to organize efforts to find out the resumption and production of listed companies, understand the impact of the epidemic situation on the production and operation of listed companies, understand the reasons for the replacement and resumption of production and the practical difficulties they face.
According to the actual situation of the in-depth analysis, according to the pressures of resumption of work, logistics failure, capital flow and other pressures faced by listed companies, the relevant research and proposed solutions.
At the same time, pay close attention to the impact of secondary market fluctuations on listed companies, focus on the risk factors of companies on the verge of delisting, follow up on types of issues such as epidemic prevention and control concept stock speculation, and stock pledges that may affect the overall market operation.Investigate risks.
A large amount of funds participated in the “resumption of work” to return to the A-share market. Since last week, the news of policy-encouraged regions and enterprises to resume production and stimulate production has stimulated. Real estate, construction materials, construction machinery and other infrastructure stocks performed well last week.
Great Wall Securities pointed out that after most cities have begun to enter the resumption phase, the manufacturing-related quotations already launched last week. Building materials, steel, coal and other cyclical industries will continue to develop. Specifically, from the Shenwan first-level industry observation, theThe weekly non-ferrous industry has increased by 10.
46%, the highest in various industries, construction materials, agriculture, forestry, animal husbandry and fishery, real estate, electronics, mining and mining followed closely behind.
Funds flow upwards. According to wind data, the non-ferrous industry received a net inflow of 14 main funds last week.
6.3 billion yuan, ranking first in various industries.
This was followed by a net inflow of real estate8.
7.6 billion yuan, construction materials 8.
7.5 billion yuan.
Last week, the non-ferrous industry had a significant increase. Founder Securities (right protection) research pointed out that the non-ferrous industry as a whole has basically resumed work, and those that have not resumed work in some areas are also in accordance with local government requirements. Overseas factories are operating normally.
Non-ferrous metal sector recent trend chart Guangfa Securities pointed out that Zijin Mining, Luoyang Molybdenum, Shandong Gold and other large mining companies have basically resumed their operations. Huayou Cobalt, Ganfeng Lithium, Tianqi Lithium and other processing companies are also basicallyWork has resumed.
The epidemic has a certain impact on the supply and demand sides of the non-ferrous industry. The supply side is currently limited, especially the mining companies’ mines are basically located in sparsely populated areas. The demand side is mainly located in the downstream construction progress.The overall impact on the demand side is limited.
Construction materials rose 8 last week.
63%, second only to non-ferrous.
GF Securities pointed out that at present most of the building materials companies have resumed work.
In addition, investors need to pay close attention to the progress of epidemic control; if the epidemic is well controlled, most areas can resume work gradually, and the overall impact on many building material companies is relatively limited.
One point is that this outbreak has a certain degree of interest rate impact on the economy and employment in the first quarter and even the first half of the year. Paradoxes will promote the expansion of fiscal and monetary policies after the improvement of prevention and control measures.Steady growth in infrastructure will still be vigorously promoted, and it may even increase further.
Last week, the real estate industry gradually increased by 7.
It is understood that the headquarters offices of most real estate companies have been restored last week and this week, and they are mainly remote-based. However, the real estate resumption mainly depends on the situation of the sales office and the construction site.
Founder Securities pointed out that the current start of construction sites is mainly subject to the policies of the local government and the Housing Society. The resumption time of each city is different. The time announced by multiple provinces is No. 10, Hangzhou No. 20, Zhengzhou Hefei March, Heilongjiang AprilMid to late.
Overall, the recovery has been almost started since March.
The Hong Kong Housing Society has previously issued a document requesting the cessation of sales offices and intermediary activities. The recovery time is yet to be determined.
GF Securities believes that the real estate affected by the epidemic is neutral, and if the epidemic is controlled within February, the scale will be smaller.