Our reporter Li Chunlian Xu Jie Li Qiaoyu

　　With the resumption of work and production in many places, it is more urgent to ensure the smooth flow of logistics and stabilize the supply of the industrial chain.

　　On April 18, a national teleconference on ensuring the smooth flow of logistics and promoting the stability of the industrial chain and supply chain was held in Beijing. The meeting required that efforts should be made to realize "people's livelihood must be supported, freight must be smooth, and industries must be recycled", improve the working and living conditions of logistics practitioners and Provide financial support such as deferred loan repayment.

It is necessary to issue a national unified pass in sufficient quantities, and the nucleic acid test results will be mutually recognized nationwide within 48 hours.

　　"This means that the national unified epidemic prevention travel policy will take the lead in the field of freight transportation." Zhao Xiaomin, CEO of Guanshuo Capital and an expert in the express industry, told the Securities Daily reporter.

　　Yang Delong, chief economist of Qianhai Kaiyuan, believes that in order to clear the "blocking points" and ensure smooth logistics and transportation, the logistics industry has begun to adopt a unified national epidemic prevention policy.

　　"This is undoubtedly a major benefit for logistics companies." A relevant person in charge of a logistics company who did not want to be named told the "Securities Daily" reporter that the meeting mentioned the national unified pass, the national mutual recognition of nucleic acid test results, etc., which is a good news for the current front-line truck drivers. And a strong response to the needs of logistics companies.

　　On April 17th, 3,246 couriers and sorters of JD Logistics supported Shanghai by adopting the "one-way logistics" method, which instantly refreshed the circle of friends.

A related person of JD Logistics told the "Securities Daily" reporter in this regard: "The job of these 3,246 courier brothers and sorters is to be responsible for terminal distribution and sorting; mainly JD.com's order production and distribution, and there will also be JD.com logistics service companies. Order."

　　A person from a logistics company who did not want to be named told the "Securities Daily" reporter that the activity of drivers and the number of orders received have improved in the last week.

　　Unblock the freight "arteries"

　　"This meeting played a role in finalizing the decision." In Zhao Xiaomin's view, the meeting emphasized that governments at all levels must establish working mechanisms, centralized and unified command, and division of labor and responsibilities.

　　Since last week, the National Development and Reform Commission, the State Post Bureau and other departments have actively issued policies and measures to open up the "arteries" of logistics and freight.

　　"Actually, two years ago, when the epidemic first started, the relevant departments had already established a unified green code platform. But before this round of epidemic, the platform had not been piloted." When it comes to the unified pass, some people did not want to be named. A practitioner in the logistics industry told the "Securities Daily" reporter.

　　The practitioner showed the reporter the style of the national unified pass. The pass with a green background clearly marked the identity information of the origin, destination, driver and accompanying personnel.

In the filling instructions, it is also marked in detail: This certificate has one vehicle, one certificate and one route, and the origin and destination need to be refined to the county level.

　　On April 18, the Ministry of Transport conveyed and implemented the spirit of the aforementioned meeting and introduced ten measures to ensure the smooth flow of logistics and promote the stability of the industrial chain and supply chain.

Among them, it is mentioned that the promotion of the use of unified and mutually recognized passports should be accelerated.

The issuance and circulation of key material passes shall be dispatched, and all localities shall be urged to further simplify the procedures for handling passes, implement unified standard format requirements, and promote online processing and immediate handling to ensure sufficient distribution and achieve national mutual recognition.

　　"The Ministry of Transport has made arrangements for a unified pass." The person in charge of the above-mentioned logistics company told reporters, "However, there are still gaps in the implementation of policies in various places, and the application process for enterprises is still relatively complicated." The person in charge also expressed his concerns to the reporter. .

　　In his view, the above-mentioned meeting can solve the problem of unobstructed trunk lines, but there may still be problems of poor circulation in the branch lines at the end, which need to be further solved.

　　The meeting also emphasized that passage should not be restricted on the grounds of waiting for nucleic acid results.

It is necessary to tackle key problems one by one to solve outstanding problems in key areas.

It is necessary to focus on stabilizing the industrial chain and supply chain, leveraging 1 trillion yuan of funds through 200 billion yuan in technological innovation re-loans and 100 billion yuan in transportation and logistics to build automobiles, integrated circuits, consumer electronics, equipment manufacturing, and agricultural materials. , food, medicine and other key industries and foreign trade companies.

　　At the same time, the Ministry of Transport also stated that, in accordance with the arrangement of the State Council’s logistics security work mechanism, it will place security and smoothness at an important position in the overall work, coordinate epidemic prevention and control and economic and social development, and coordinate epidemic prevention and control and security. , coordinate development and safety, and go all out to provide a solid guarantee for the realization of "people's livelihood, smooth freight, and industrial circulation".

　　"This is definitely good for related industries." The relevant person in charge of an artificial intelligence company involved in automobiles and integrated circuits also told the "Securities Daily" reporter that this means that related industries are indeed affected by logistics "blocking points".

　　Logistics recovery ushered in an inflection point

　　"On April 17, I just completed the living materials security pass, which can travel from Shanghai to Hangzhou and Jiaxing." Master Qu from the Manbang freight platform told the reporter of "Securities Daily" that with this pass, you can get off the expressway, just from In the past, Shanghai had to stick seals, do nucleic acid, and wait for the owner to pick up and sign the guarantee.

　　With the introduction of the policy, the situation of truck drivers stuck at high speed has improved, and the "blocking points" of logistics and freight are gradually being opened up.

　　According to Jingdong Logistics, taking Kunshan as an example, due to the strict control of the city, the park, vehicles and personnel are all in a silent state. Jiangsu Province is actively coordinating and cooperating closely. At present, the Shanghai-Kunming living materials circulation mechanism has been established and is running well, which has become an important "lifeline" for transporting people's living materials to Shanghai.

　　It is understood that at present, 42 non-epidemic warehouses on the Shanghai e-commerce platform have resumed business, 779 non-epidemic pre-warehouses have resumed business, more than 18,000 takeaway riders are on duty, and the daily delivery order volume is about 1.8 million.

At the same time, offline stores of key supply-guarantee companies such as supermarkets and stores are also gradually resuming business.

As of April 15, 1,011 non-epidemic-related stores in key supermarkets have opened, and the number of employed employees has increased by 37% compared with the previous period.

　　"With the further implementation of the logistics guarantee policy and the promotion of the resumption of work and production of key enterprises, my country's freight flow is expected to recover further in the next few weeks, but the current freight logistics is still not smooth." Zhang Ge, an analyst at CITIC Futures, said.

　　Essence Securities Research Report believes that the recent policy level has attached great importance to logistics supply guarantee, and many parties have actively expressed their views to promote logistics recovery.

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 and more attention has been paid to the importance of logistics stability. E-commerce platforms will resume operations, logistics nodes and employees will be opened and reworked, trucks The traffic problem will also be eased, and the overall judgment is that express logistics has ushered in an inflection point of recovery.

(Securities Daily)