At present, there are confirmed cases of new crown pneumonia in many places in China, and since mid-to-late March, various places have upgraded epidemic control measures, including community closures, traffic control, national nucleic acid, etc., in order to effectively control the spread of the epidemic in the shortest possible time.
The first thing affected is logistics and transportation. Some enterprises have reported that the current logistics is basically stagnant, and the difficulty of delivery and feeding is also a major problem faced by enterprises. The traffic control situation in various regions varies according to the local epidemic prevention and control situation, so despite the current severe epidemic situation, there are still areas that can be shipped and received normally, such as: Liaoning, Henan, Gansu, Ningxia, etc., but it is difficult to ship flake graphite in Shandong.
Although some refractory and steel companies said that there is still a certain inventory of refractory raw materials, and most of the workers of some enterprises are also stationed in the factory, and the temporary production is not greatly affected, as the upgraded epidemic control measures continue, many enterprises may have raw material supply interruptions or suspend production due to the pressure of delivery difficulties.
At present, oil prices and gas prices are still in the stage of frequent increases, resulting in a sharp increase in freight rates, which is one of them. Second, due to the large-scale coverage of the epidemic, many areas have been mothballed, and high-speed persuasion has also occurred repeatedly, resulting in a decrease in the number of vehicles in the market. The third is that due to the steel mills, many regional steel mills require the itinerary code to be without stars, so that many vehicles cannot be transported. According to various reasons, the current freight rate only rises but does not fall.