Resumption of work policies are gradually loosened

"Have you returned to work today?" In the past few days, return to work has become a high-frequency word among many people.

On the one hand, there is epidemic prevention and control, and on the other hand, companies are resuming work and production. How to balance the two has become a difficult problem faced by many places. However, as the epidemic has been effectively controlled, the balance seems to have tilted slightly towards the resumption of work and production. The latest notices issued by Hangzhou, Ningbo, Guangzhou Baiyun District, Shenzhen Futian District and other places show that companies only need to register and do not need to be reviewed before they can resume work. In addition, in order to help resume work and production and attract migrant workers, many places have launched a series of "hard-core" measures, such as customizing high-speed rail trains for migrant workers, chartering buses and even planes to pick up workers to return to work, and providing living subsidies to newly recruited workers, etc., staged a " Resumption of work in a "grabbing-for-people" manner.

Simplifying procedures in many places

Strongly promoting the resumption of production

On February 16, Hangzhou announced to simplify the procedures for resumption of work and accelerate the resumption of work and production of enterprises. After reporting the resumption plan, epidemic prevention commitment letter and other materials for returning employees through online or offline methods, you can resume work on your own without further filing and review. Provincial and municipal key projects are required to be fully completed before February 17 Return to work.

On the morning of February 17, Baiyun District of Guangzhou City stated that, except for the "negative list" companies, all companies can file for resumption of work, and the filing method is simple, as long as "one form and one book" (Enterprise Resumption Filing Record Form, Enterprise Epidemic Prevention and Control Commitment Letter).

At about 23:00 on February 17, Ningbo City informed that it clearly canceled the approval for resumption of work, and companies outside the negative list could resume work immediately after filing and making a commitment.

On the afternoon of February 18, Guangdong issued guidelines for zoning and hierarchical prevention and control work, requiring that on the premise of doing a good job in epidemic prevention and control, the impact of epidemic prevention and control on people's production and life should be minimized, and the epidemic should be coordinated and controlled. prevention and control and economic and social development.

"Negative List"

Enterprises postponed resumption of work

"I haven't opened the business yet. Now the government stipulates that we cannot open the door to let customers into the store to eat. We can only do Take-out. Meat and vegetable prices are now relatively expensive, and the take-out products near my store are not selling well," an owner of a beef shop in Bao'an District, Shenzhen, told reporters.

Judging from reports from various places, the ice has not been broken yet for the resumption of work of companies on the "negative list". The so-called "negative list" enterprises refer to: chess and card rooms, theaters, entertainment halls, Internet cafes, dance halls, karaoke rooms, public bathhouses (rooms), foot bath shops, indoor swimming pools, cultural halls, health massages, beauty salons, etc. Business enterprises (places) with relatively closed premises and relatively concentrated personnel.

With the orderly resumption of work, but catering and other related supporting industries have not resumed work, how to solve the problem of employee dining? Judging from the practices in various places, group meals are basically delivered. Beijing has launched a catering takeout supply map and selected more than 100 catering units to provide "contactless" delivery and dining for companies returning to work. On February 17, the list of group meal delivery service companies in Shenyang City during the epidemic period was released. The first batch includes 14 catering institutions to provide contactless nutritious meals for companies returning to work.

A person in charge of a leading company in a certain segment of the catering industry told reporters that their store has never been closed, but it does not do dine-in, only take-out, and the waiters sweep the floor and do chores. " Optimistic estimates suggest that dine-in dining will resume at least after March 10. "

The catering industry can still do takeout, but most "negative list" industries cannot do takeout. Shenzhen Huaqiangbei is known as China's No. 1 Electronics Street. It has the power to "sneeze" and make the Pearl River Delta and even the national market "cold". However, at least until the end of February, Huaqiangbei will not "sneeze". , the reporter learned from many Huaqiangbei stall owners that Huaqiangbei will not open in February, and the opening date has changed again and again. “The latest notice sent to us is that it will open on March 6, and it may change! April is not impossible." A stall owner said with a wry smile that several nearby markets would not open until March, and the market gave them a month's rent reduction.

Resumption of work in many places

Staging a battle to grab people

Reporters combed through relevant public reports and found that in order to help resume work and production and attract migrant workers, various parts of the country are doing a good job At the same time as epidemic prevention and control, a series of "hard-core" measures have been introduced to resume work in a "robbing style".

On the morning of February 17, more than 600 migrant workers took the G2397 special train from Xihua High-speed Railway Station in Zhoukou City, Henan Province to Hangzhou. This was the second customized special train for workers returning to work in Hangzhou.

On February 16, nearly 300 passengers from Guizhou took the G4138 free special train for return-to-work personnel from Guizhou directly to Hangzhou, contracted by Hangzhou City.

According to reports, on the morning of February 14, a 10-person recruitment and rework team composed of the Jiashan County Human Resources and Social Security Bureau, four local Jiashan enterprise personnel representatives and a third-party recruitment company took a medium-sized bus , all the way west, drove for 30 hours, and rushed to Guangyuan, Sichuan to pick up someone.

Originally, we planned to charter 10 buses to pick up people in batches. However, due to icy and snowy weather, we were worried that it would be difficult for the buses to return. After several discussions, we finally decided to charter a flight to return. According to the report, all employees returning to work on the chartered flight will ride free of charge, with the Jiashan County Government bearing two-thirds of the cost and the company where the employee works one-third.

In addition, Zhejiang Taizhou, Jiaxing Nanhu District, and Haining City also plan to charter flights to pick up workers returning to work.

According to information released by "Taizhou Release" on February 16, Taizhou City plans to organize civil aviation flights and plans to charter flights from Chongqing, Guiyang, Chengdu, Kunming, and Xi'an to pick up local residents to work in Taizhou. The city will subsidize one-third of the charter flight fee, provided that the company reworks more than 10 people at a time, and you can consult and apply for it. The air ticket price is about 900 to 1,300 yuan per person.

On February 10, Sanya, Hainan issued a resumption of work policy to support frontline construction workers to return to work. If they return to work in February, the city's finance will provide the project owner unit with a subsidy of 1,000 yuan per construction worker, and a subsidy of 1,000 yuan for rework in March. 700 yuan. If there are a large number of people and the departure point is concentrated, we will provide assistance in chartering a flight or car back to Sanya.

The "Opinions on Strengthening Enterprise Employment Security in Response to the Novel Coronavirus Pneumonia Epidemic" issued by Yiwu City, Zhejiang Province shows that in order to encourage enterprises to recruit new employees through multiple channels, Yiwu City's non-public enterprises directly recruited new employees for the first time. Employees who are employed on a voluntary basis and pay social insurance in accordance with the law will be given a subsidy of 1,000 yuan per person. Job seekers coming to Yiwu for the first time can enjoy three days of free food and accommodation.

How does the resumption of work affect the economy and the A-share market

Hua Chuang Securities’ recent research report focuses on tracking the resumption of work at five levels: First, the daily average Coal consumption and real estate sales data; the second is the price trend of important production materials; the third is the return data of migrant workers; the fourth is the intensity of intra-city travel in first-tier cities; the fifth is the resumption of work policies and resumption of work in each province. Huachuang Securities believes that the current data related to resumption of work is generally weak.

Essence Securities believes that from the perspective of high-frequency data, although the current resumption rate is still low, as the subsequent confirmed data becomes clear, although it does not rule out that the data trend of individual cities with high population inflow pressure may still be repeated. , but judging from the current situation, it is expected that the worry of a second large-scale spread of the epidemic caused by the resumption of work during the Spring Festival nationwide will gradually be resolved. With the recent continuous advancement of policies and measures to resume work and production in various places, the progress of resumption of work in the next stage is expected to accelerate. It is expected that by the beginning of March, the whole country will The industrial sector in most regions is expected to basically resume work in an all-round way.

Essence Securities pointed out that policies and measures for resumption of work and production continue to be advanced, and the progress of resumption of work is expected to be accelerated.

However, Essence Securities also believes that resumption of work does not mean recovery. The objective reality is that demand in the consumer service industry is still facing a period of losses, and the pressure for stable growth throughout the year cannot be underestimated. Therefore, it is expected that the recent phase of easing will increase and interest rates will decline. The trend doesn't change.

CICC’s research view is that after the epidemic situation gradually stabilizes and even shows signs of improvement, the market’s focus has begun to turn to the progress of resumption of work in various industries and potential policy measures. After the continuous rebound, A-shares may adjust in the short term, but the current overall valuation is not high. The epidemic may be gradually stabilizing, and policy support may gradually appear. Although the market may have relapses in the short term, it is not appropriate to be pessimistic and continue to maintain relative stability in the medium term. A positive perspective, optimistic about the general trend of consumption upgrading and industrial upgrading.