"Do not lose money return to work, return to work lose more money, try to survive" .
Vacation extended to 2 Yue 5 days, holidays extended to 2 Yue 9 days, holidays extended to 2 Yue 17 Ri ...... company did not, and do not come to work.
Shop downstairs sticker from the " Spring Festival holiday arrangements " become " epidemic prevention and control notice " eventually became " Pu for sale " .
The epidemic continues to this day, some of the scripts is becoming a reality, linking production and consumption of the logistics industry is also very optimistic. According logistics refers to the number of applications received messages smell of logistics enterprises return to work, return to work by applying yet, companies have faced closure.
After checking, the screenshot involved in this business for a small and medium sized freight forwarding company, established more than ten years, has been faced with a number of business risks before the epidemic, the epidemic is operating under pressure, but chose to close.
Previously, transport go-founder and CEO Zhou Shi Hao had once shared, said " for freight forwarding companies, everyone is difficult, it may be relatively more medium-sized companies will be more difficult. Cost small mom and pop shop down the company Compare easy, large-scale enterprise network, branches and overall efficiency, customer dependence, and even reserve cash flow, but also relatively safe. more difficult in the true sense of those medium-sized companies, their physique relatively large, scale is not small, but decentralized organization, operating costs may not be able to fall down in a short time, there is a risk of a large number of accounts payable at the same time, they may be subject to certain impact. "
Now a prophecy.
From the development of the epidemic, the future freight forwarding companies, or will face more pressure, on the one hand the manufacturing sector return to work less than ideal, on the other hand the spread of the epidemic overseas or will trigger a chain reaction, coupled with a number of exhibitions and other sales channels to be affected, foreign trade under the joint impact of enterprise business, serving the freight forwarding business, or will be involved.
Faced with the dilemma more than the freight forwarding business, we understand that many areas of the logistics industry, business owners are facing tremendous pressure, " do not lose money return to work, return to work lose more money " . Especially after adding leverage operators, there are even those who have chosen to sell to sell cars.
01 tight cash flow
GSR Ventures Partner Zhu Xiaohu circle of friends has issued a document to entrepreneurs during the epidemic suggested: Be sure to stringent cost control, cash card dead, at least to keep the situation under the assumption that no income 6 months of cash, the best there is 12 months, according to this Daosuan costs.
This method is not applicable to the logistics industry, a logistics company official said, " We all know that cash flow is important, but our annual profits into production and then basically went expanding, industry profit margins continue to fall, not to expand the scale of death, we can not ensure that there are sufficient cash flow. "
In fact, because the production cycle is disrupted epidemic, small and medium logistics enterprises accounts receivable cycle is stretched, " bleeding " risk in the larger. Logistics industry is low margin, risk-resisting ability is not strong, under unbearable environment arising from market volatility, once the account is insufficient to support liquidity, it is vulnerable to crisis management. So, if you try to adopt means of financing loans and other blood it? This approach is not realistic for most small and medium sized logistics enterprises occupy. They collateral limited, low-data-degree, low-margin industry, the main bad credit, once it is their liquidity problems, it is difficult to obtain financing from banks and other traditional financial institutions.
Cash flow does not return to work, while also facing the depreciation cost of the loan, rent, overhead personnel and equipment, the resumption of work plus expenses of water, electricity, heating oil, wages and meals, to some extent loss more ...... a dilemma, more people choose to return to work: in order to cash flows, in order to survive.
However, the road to return to work but a lot of obstacles, return to work four elements: people, vehicles and goods, games, are a lot of difficulties.
02 get out of people
Consider for epidemic prevention and control, return to work around the slow progress. A survey showed: As of 2 Yue 16 days, Zhejiang enterprises return to work rate index reached 42.87% . On over five conventions conglomerate, over two conventions on the online services business has been resumed. All kinds of enterprises in the province's capacity to recover only one-third of last year. Zhejiang situation on the current local government resumed production complex focus is still mainly concentrated on a limited number of regulations on businesses return to work, under the rules of business, not the formation of the integrity of the resumption of work atmosphere. And this is China economically developed areas, according to the latest data from the Ministry: China to return to work rate of SMEs is only 30% or so. With the resumption of business approval policy is relaxed, reflux hard labor, no work available will also become major problems limiting economic recovery.
Difficulties reflux hard labor? " Tube dead " epidemic prevention and control system so that people can not get out of labor-exporting province, along the way encounter road closures, sealing the village, persuaded to return and other problems; on the other hand is the lack of foreign population receive input capacity, resulting in even one out to enter the home quarantine to be faced, not even into the issue. Wuhan University China Rural Governance Research Center, the research group found that: local government is difficult to ensure normal living after the return of migrant workers, living needs, various types of excessive administrative checks, increase the return concerns of migrant workers. Meanwhile, grassroots also failed to communicate well with the local residents, causing some local residents exclusion of foreign migrant workers, resulting in a more negative impact. In addition, even if the seat back to work, isolated 14 -day requirement also contributed to the employment problem.
BES Express chartered shuttle 43 employees return to work back to Shanghai from Henan
For rely on the labor of the logistics industry, no one would not be able to conduct business, such as express delivery industry labor shortage due to close in all aspects of school transport are affected. For this reason, some companies have begun operations, such as get approval to return to work after BES Express Shanghai transshipment center for the rapid organization staff to speed up the recovery of production capacity, point-by arrangement chartered direct way of answering employees Fanhu from Henan.
However, as staff return to work, there is another question put before them, and how prevention material support? Express 100 for a courier to return to work and epidemic prevention problems, couriers group conducted a questionnaire survey. Research by courier, only 31.3% expressed or masks can be used on the company's network ready, 71.3% of couriers in the hands of masks less than 3 months, some couriers will be a case of repeated use of masks, homemade masks.
03 is not smooth the road
In addition to people can not get out, the logistics industry's basic tools - a lot of cars get out.
Data show that our bear 75% of logistics and transport truck drivers about the amount of 3000 million, with 1 to 90% belong to the individual driver, and the vast majority from rural areas. Affected by the epidemic prevention and control policy, difficult access, road closures drying up, excessive isolation, as a result of the return of documents for the holidays owners trapped in place. At the same time, the group panic caused by the epidemic, but also makes the subjective wishes of some individuals out of the bus driver is not high. Road song Big Data: As of 2020 the first month twenty-five ( 2 Yue 18 days) data, the national driver out rate was 9.3% , only 2019 a year earlier level of 24.56% .
In recent times, the government introduced a series of policies, such as ensuring traffic flow, vehicle permit simplified handling, no driver over-isolation, relax into the city conditions, and so create the conditions for truck travel. But many national high-speed road was closed, national, provincial traffic difficulties, resulting in the company's operations network problems; one to one policy, aging cumbersome procedures, a direct result of regional network operators interrupt; other provinces to take the vehicle persuaded to return, isolation, etc. cause the whole network to keep out a lot of the trunk of the vehicle, allowed to enter, do not let on, let down ...... lead to a lack of capacity of logistics enterprises, and then return to work after facing inefficiencies.
In addition, due to some logistics park, the road has yet to open in Hong Kong, and even some restaurants also did not open the door, but also to the trunk driver to return to work poses a barrier.
G7 monitoring data show: 2 Yue 26 , the national long-distance transport vehicle traffic recovery last season was 11 in January 45.7% , up from the previous day by 2.6% ; the country LTL logistics flow last year by 16% , from the previous day growth 5.2 % .
04 unsaturated goods
If the above two difficulties, logistics companies can find ways to overcome, but it did not supply more objective reasons.
Recently, more coverage focuses on express delivery companies to return to work, or by holding immediate delivery of fresh hot, but this is just part of a huge iceberg logistics industry only. Impact of the epidemic on all areas of logistics are not the same, such as LTL, compared to the end consumer major courier services, subject to the production of more of its manufacturing business recovery.
Is generally believed, electronic machinery, logistics, textile and garment logistics, automobile and spare parts logistics, home building materials and sediment transport, logistics and other fresh food cold chain worst hit by SARS. National Development and Reform Commission to regulate economic Bureau, the China Logistics Information Center, a joint logistics department in charge of the country, industry associations to carry out the national logistics company resumed production complex survey research shows: Machinery & Electronics Logistics 91.6% of the enterprises that have a significant negative impact, 58.3% of companies believe that the first quarter revenue will fall 50% or more; auto parts, building materials and home textile and garment logistics considered a major negative impact on enterprises more than 80% , respectively 40.5% , 48.1% and 51.1% of the enterprises that first quarter revenue will fall 50% or more.
China Logistics Information Center: epidemic affecting different areas of the logistics industry
It can be said, it is the basis for the supply of logistics enterprises to survive, the plant is not operating, logistics companies faced without cargo Korah. The current, commerce, manufacturing industries affected by the epidemic and can not resume production, the market shortages, even to resume production, prevention measures, workers reflux, supply of raw materials, funding and so on have to have a fairly long process. This leads logistics companies to face the same fixed costs, but the reality of reduced income, costs and even to a certain extent also on the rise, such as express delivery companies to reduce the volume of orders, some of the equipment idle, rising single ticket costs. This has also allowed the already off-season logistics enterprises worse.
Faced with this reality, a group of giants Express launched a competition for the supply of various policies, such as energy security of the entire network allocation of transit fees in accordance with the allocation base price 7 Maintenance billing discount; BES Express network-wide transit fees according to the base price 7 fold total income (remote 7 except department); SF express cancel 10 membered / ticket adjustment costs resources; 2 dated 18 is Japan-Express transfer fee for the whole network (forwarding charges + operating costs) by List 7 for off charge; One meter ticking gives the province a transit fee 7 fold, provincial 6 huge discount discount; TNT announced it is the whole network transit fees directly hit 5 fold. In addition, some individual drivers forced repayment pressure, has also started to run transport, but most of the city with a short-distance freight.
05 ahead of the arrival of reshuffle
To sum up, the current logistics company is facing the risk of rupture of cash flow, rising operating costs, while also facing low back post personnel, inadequate vehicle capacity, the station is difficult to return to work, the overall volume reduction and other practical problems. Before the epidemic, scattered small logistics industry has begun a knockout, especially in the winter capital background. Today, because of the arrival of the epidemic, the logistics industry reshuffle, a group of poor operational capacity, financing capacity is weak, tight cash flow of businesses or will fall.
In addition to companies under pressure, truck drivers situation is very difficult. Prior to this, the state also give the freight industry to support initiatives, such as 2 Yue 17 Lingshi date until the end of the epidemic prevention and control work, the national toll roads free of tolls. But many truck drivers, freight declined significantly since the return to work.
According to the China Communications News reported: " Since toll free, costing the owner at the time have removed the cost of logistics toll this one for example. 2 Yue 17 prior to the date of Ningxia around Shanghai freight cost about 480 yuan per ton , 17 after the date the owner a lot of cut per ton 100 after about yuan. reporters interviewed several individual truck drivers found that the majority of short-haul routes and long-distance lines after deducting the toll, drivers still earn as much as before. If you have to drop some of the owner not many drivers can earn more than before, they are more willing to run out. "
In order to reduce the burden on truck drivers group, a number of companies have launched a mobile platform, such as on-line help full range of financial policies, Hubei user maximum reduction of 20% interest, penalty interest overdue relief Hubei users to enjoy high quality full loan-customers can submit renewal application and so on.
However, for huge logistics industry and practitioner groups, these can only support a " corner " , more people and businesses are in a dilemma, even off the edge. Some business owners admitted that " we do not need long-term support, but also need short-term support. "
In 2 Yue 25 , the State Council executive meeting to give policy support:
First, to encourage financial institutions based on business applications, to meet the requirements, liquidity temporary difficulties of small and micro enterprises including individual business loan principal to give a temporary extension of the repayment schedule, interest payment may be extended to 6 Yue 30 days and free penalty interest income. Various types of enterprises in Hubei Province can enjoy the above policy.
Second is to increase refinancing and rediscount quota 5000 used mainly to small and medium banks to increase credit support for small and medium micro enterprises. At the same time, cut support for agriculture, support small refinancing rate 0.25 percentage points to 2.5% . 6 before the end of the local corporate banks issued new loans is not higher than the market price plus interest rate 50 basis points of Pratt & Whitney small micro-enterprise loans, refinancing allowed to apply for matching funds. Encourage and guide national commercial banks to increase its lending to small and micro enterprises, and strive to make small micro-lending rates have decreased significantly over the previous year. Large state-owned banks in the first half Pratt & Whitney small and micro business loans year on year growth should strive to not less than 30% . Policy banks will increase 3500 billion yuan of special credit, a preferential interest rates to private, small and medium micro enterprises paid.