Recently, Gansu, Liaoning, Shanxi, Guizhou, Yunnan, Guangdong and other provinces have successively adjusted the response level of epidemic prevention and control, which means that the epidemic situation has improved and the effects of relevant measures have been shown. It also means that the methods of epidemic control in various provinces will also continue to occur. Changes, this is a great advantage for companies to resume work and production.

Combined with the current market information, the recent logistic channel recovery situation and expectations are now updated as follows:

1. The overall situation is good, but the situation is still serious

Domestic enterprises and factories are gradually resuming operations, but the situation of resumption of work varies from place to place. Among them, Hubei Province is still in a state of halt. Judging from the current situation, the current operating capacity of companies that have received approval from the local government to resume work may be less than half of the normal period. In addition, personnel returning from other provinces after the holiday must meet the requirements of the 14-day quarantine period. In addition, some personnel have not yet returned to work, which has affected the labor supply and production capacity recovery of domestic highway transportation and manufacturing enterprises. 

This situation is expected to continue, and production and operations will gradually recover and stabilize at the end of February or early March.

Therefore, the current market demand for international logistics and transportation is still weak, and it will not have a significant impact on the daily operations of domestic terminals and airports for the time being. At present, as the factory resumes work and gradually restores production capacity, it is more difficult to predict how the port situation will develop in the future.

Due to the closure of some highways and the shortage of truck drivers, road transportation services in all cities are still restricted, which will lead to bottlenecks in the delivery of goods. However, the situation is expected to gradually improve in the next few weeks.

2. The overall situation of shipping

At present, all major ports in China are in operation, although the efficiency of terminal operations has been reduced due to labor shortages. However, due to the continuous increase in the storage rate of the terminals, the yards in the port area are severely squeezed, coupled with the continuous shortage of charging stations for refrigerated containers, Shanghai Port, Tianjin Port and Ningbo Port are still in a state of congestion. At the same time, due to lack of personnel, the efficiency of loading and unloading operations at the terminal is relatively low. In addition, Wuhan Port is still closed until further notice.

Based on the above situation, the shipping company has already responded to this. During the Spring Festival, another 32 voyages were suspended, which reduced the total weekly capacity by 350,000 TEU. Once the factory resumes work and resumes production capacity and brings the expected peak of shipments, the market will face a severe shortage of effective shipping capacity. The short-term and large-scale cancellation of voyages from China will also result in a shortage of capacity on return routes in different regions in the next 3-6 weeks, and will result in a substantial increase in first and return freight rates. At the same time, the congestion of China's major ports has led to an extension of the turnover period of container equipment, which will inevitably cause difficulties in the allocation of containers to the global shipping network.

It is understood that major shipping companies are working hard to take measures to cope with the current situation, including announcing the collection of terminal congestion charges or cost verification surcharges, which will take effect immediately.

Three, the overall situation of air transport

At present, except for the Wuhan Airport to close all the take-offs and landings of civil aviation flights and only open the cargo channels for disaster relief supplies, all airports in mainland China and Hong Kong are still in normal operation.

Air freight stations still receive goods and handle import and export operations normally, but there are varying degrees of delay.

In view of the extremely tight capacity, it will be difficult to guarantee the delivery date corresponding to the freight rate. ?? It is understood that the price of the first flight of some air transport lines has increased by RMB 7/kg.