转发的,自己判断。
刚刚结束了与美国商会和美国领事的每周会议。
会议的一些主要信息:
1. 从现在到4月底是一个“测试期”,如果情况有所好转,五一假期后将逐步开放。
2、上海的拐点预计在5月中旬左右。
3.上海的实际情况主要是政治性的。
4. 从现在到年底,他们预计会出现 3-5 波,并根据需要发现“关闭”。
5. 供应链中断需要很长时间才能恢复。 有必要计划作为后果。
6、商业:短期悲观,长期相对乐观。
7. 对政府的信任是真正的社会话题,未来可能会真正改变。
8. 欧盟致副总理的信由于媒体宣传过多而没有得到很好的接受,因此美国没有计划类似的事情。
9. 下周一,商务部将与各商会召开大型会议,讨论情况。
Just finished weekly meeting with AmCham and US consul.
Some main information from the meeting:
1. Time from now till end of April is a “testing period” and if things will be improving, after May holiday there will be a gradually opening.
2. The turning point in Shanghai is expected around mid of May.
3. The actual situation in Shanghai is mainly Political.
4. From now till end of the year they expect 3-5 waves and spot “closures” according to need.
5. Supply chain disruption will take long time to recover. It is necessary to plan as consequence.
6. Business: pessimism at short term but relatively optimism on long term.
7. Trust in Government is the real social topic and it is what could really change in future.
8. Letter from EU to Vice premier has not been well received because of too much publicity on the media so US is not planning something similar.
9. Next Monday there will be a big meeting between MOFCOM and many chambers to talk about the situation.