"Today, have you resumed work?" In the past few days, resumption of work has become a high-frequency word in many people's mouths.

On the one hand is the epidemic prevention and control, on the one hand is the enterprise resumption of production, how to balance the two have become the current problem faced by many places. However, with the epidemic under effective control, the balance seems to have been slightly biased in favor of the side of the resumption of production, Hangzhou, Ningbo, Guangzhou Baiyun District, Shenzhen Futian District and other places to release the latest notice shows that enterprises only need to record, no audit, you can resume work.

In addition, in order to help the resumption of production, to attract workers, many places launched a series of "hard core" measures, such as customized workers high-speed train, buses and even airplanes to pick up the workers to return to work, to give the newly recruited workers living subsidies, etc., staged a "grabbing people type"! The company's newest product is a new product, which is a new product.

Multiple places to simplify the procedures

Force to push the resumption of work

February 16, Hangzhou announced to simplify the resumption procedures to speed up the promotion of the resumption of work of enterprises to resume production, enterprises through the online or offline way, the resumption of the work of the program, resumption of the work of the staff to prevent the epidemic commitment to the information to be submitted for preparation After that, you can resume work on your own, without having to file for review and approval, and require provincial and municipal key projects to be fully resumed before February 17th.

February 17 morning, Guangzhou City, Baiyun District, said that, in addition to the "negative list" of enterprises, all enterprises can be filed back to work, and the record method is simple, as long as the "a table and a book" (the enterprise back to work for the record table, the enterprise epidemic prevention and control of the commitment) The company has a lot of experience in the field of food safety and health.

February 17, 23:00, Ningbo City, notice, clearly cancel the approval of resumption of work, the negative list outside the enterprise filing, commitment can immediately resume work.

On the afternoon of February 18, Guangdong issued guidelines for the work of zoning and grading prevention and control, requiring that under the premise of good prevention and control of the epidemic, to minimize the impact of epidemic prevention and control on the production and life of the masses, and to coordinate the prevention and control of the epidemic and economic and social development.

"Negative list"

Enterprises to suspend the resumption of work

"I haven't opened yet, and now the government regulations do not open the door to allow guests to come into the store to eat. You can only do takeout. Now the price of meat and vegetables is more expensive, too expensive takeout near my store has no sales." A boss who has opened a beef store in Shenzhen's Bao'an District for more than a decade told reporters.

From reports around the world, the ice has not yet been broken for the resumption of work for "negative list" companies. The so-called "negative list" enterprises, refers to: chess and card rooms, theaters, amusement parks, Internet cafes, dance halls, karaoke halls, public **** baths (rooms), foot baths, indoor swimming pools, cultural auditoriums, health care massage, beauty salons and other places of relatively confined, the relative concentration of people in the operation of the business enterprise (premises).

With the orderly progress of the resumption of work, but the catering and other related supporting industries have not resumed work, how to solve the problem of employee meals? From the practice of various places, basically the main group meal delivery. Beijing launched a catering takeaway map, selected more than 100 food units, for the resumption of work enterprises to provide "no contact" delivery of meals. February 17, Shenyang City, during the epidemic group meal delivery service enterprise list, the first batch of 14 catering organizations, for the resumption of work enterprises to provide contactless nutritional food.

A head of a segment of the catering industry, a responsible person told reporters that their stores have not been shut down, but do not do dine-in, only do takeaway, waiters will sweep the floor, do odd jobs, "optimistic estimate, the resumption of dine-in at least after March 10th."

The catering industry can still do do takeaway, but most of the "negative list" industry is unable to takeaway. Shenzhen Huaqiang North is known as China's first electronic street, with a "sneeze" so that the Pearl River Delta and even the national market followed the "cold" of the flood, but at least before the end of February, Huaqiang North will not "sneeze! "The reporter learned from a number of Huaqiang North stall owners, Huaqiang North will not open in February, the date of the opening of the stalls change again and again, "the latest notice sent to us is to say that the opening of March 6, may also change! A stall owner said with a bitter smile, next to several markets are also notified to open after March, the market gave them a month's rent reduction.

Multiple resumption of work

Stage a war of grabbing people

The reporter combed through the relevant public reports and found that, in order to help resumption of work and production, to attract workers, all over the country in the prevention and control of epidemics at the same time, have launched a series of "hardcore

The reporter combed through the relevant public reports and found that in order to help resume work and production, all over the country, while doing a good job of preventing and controlling the epidemic, have launched a series of "hard core" measures, staging a "grabbing" resumption.

On the morning of February 17, more than 600 workers from Xihua high-speed rail station in Zhoukou City, Henan Province, took the G2397 special train to Hangzhou, which is the second train of Hangzhou resumption of workers customized special train. On Feb. 16, nearly 300 travelers of Guizhou nationality have taken the G4138 free special train for re-workers contracted by Hangzhou City directly from Guizhou to Hangzhou.

It was reported that on the morning of Feb. 14, a group of 10-member recruiting and return-to-work teams composed of the Jiashan County Human Resources and Social Security Bureau, personnel representatives of four local Jiashan enterprises and a third-party recruiting company rushed to Guangyuan, Sichuan Province, to pick up the people in a medium-sized bus all the way west, Mercedes-Benz, for 30 hours.

Originally, the plan was to pack 10 buses to pick up people in batches, but encountered snow and ice, worried about the bus return trip is not easy, after several discussions, and ultimately decided to change the chartered flights to return. The report said, chartered flights to return to the post of all employees free ride, the cost of Jiashan County Government to bear two-thirds, the employee's business to bear one-third.

In addition, the plan to charter a plane to pick up the return of personnel in Taizhou, Zhejiang Province, Jiaxing Nanhu District, Haining City.

According to the "Taizhou release" February 16 release of information, Taizhou City plans to organize civil aviation airliners, plans from Chongqing, Guiyang, Chengdu, Kunming, Xi'an, chartered flights to pick up the local residents to work in Taizhou. Charter costs city financial subsidies for one-third, the condition is that the enterprise to return to work a one-time more than 10 people, you can consult, apply for, airfare at 900 ~ 1300 yuan / person or so.

February 10, Sanya, Hainan, introduced a policy of return to work to support the return to work of front-line construction workers, such as returning to work in February, the city's financial to the project owner unit subsidies of 1,000 yuan for each construction worker, return to work in March, the subsidy of 700 yuan. The number of people and the departure place is concentrated, to give assistance to chartered flights or chartered buses to return to Sanya.

And Yiwu City, Zhejiang Province, issued a "response to the new coronavirus pneumonia epidemic to strengthen the enterprise labor protection views" shows that, in order to encourage enterprises to recruit new employees in multiple ways, Yiwu City, non-public enterprises directly recruited for the first time in Yiwu employment employees and pay social insurance in accordance with the law, to give 1,000 yuan / person subsidies. First-time job seekers in Yiwu can enjoy three days of free room and board.

How the resumption of work affects

Economy and A-share market

Chinese Securities' recent research report on the resumption of work focused on five levels of tracking: firstly, the average daily consumption of coal and real estate sales data; secondly, the price trend of important means of production; thirdly, the return of migrant workers data; fourth, the intensity of intra-city travel in first-tier cities; and fifth, the resumption of work policies and the resumption of work in various provinces. CRE Securities believes that the current data related to the resumption of work is weak overall.

Anxin Securities believes that, from the perspective of high-frequency data, although the current rate of resumption of work is still relatively low, but with the subsequent confirmation of the data clear, although we can not rule out the possibility that the trend of data in individual cities with high pressure of population inflow may still be repeated, but from the current situation, it is expected that the worry about the second scale spread of the epidemic triggered by the return to work of the Spring Festival on a nationwide scale will gradually be dissolved, accompanied by the recent resumption of production around the policy measures to resume work and production are continuously Advancement, the future stage of the resumption of work is expected to accelerate the progress of the vast majority of the country's industrial part is expected to realize the basic full resumption of work before the beginning of March.

Anxin Securities pointed out that the resumption of work and production policy measures continue to promote the resumption of work is expected to accelerate the progress.

However, Anxin Securities also believes that the resumption of work is not the same as recovery, the objective reality is that the demand for consumer services industry is still facing a stage of loss, the annual pressure to stabilize growth is still not to be underestimated, and therefore is expected to recent stage of the easing of encoding and the trend of interest rates downward and will not change.

CICC's research view that in the epidemic situation gradually stabilized, and even improved momentum, the market focus has begun to shift to the progress of the resumption of work in various industries and potential policy initiatives. In the continuous rebound A shares may be adjusted in the short term, but the overall valuation is not high, the epidemic may be gradually stabilized, policy support may gradually appear, the follow-up market may be repeated in the short term, but should not be pessimistic, and continue to maintain the medium-term relatively positive views, optimistic about the consumption upgrading and industrial upgrading of the megatrend.