Wang Zhe,senior economist at Caixin Think Tank,said that in May 2022,local epidemics continued in many places,and the margin of manufacturing prosperity improved but remained in the contraction range.Demand and supply are both below the line of prosperity and decline,and the impact is gradually transmitted to the employment end;problems such as supply chain obstruction and prolonged logistics time have not been completely improved;the differentiation of prices at the cost end and the charging end has further squeezed the profit space of enterprises.The negative impact of this round of the epidemic on the economy may exceed 2020.At the policy level,ensuring the smooth flow of employment and logistics is the top priority.Opening up the industrial chain and supply chain blocking points and promoting the resumption of work and production will help stabilize market players and provide employment guarantees.In addition,the assistance and relief policies should not be limited to the supply side,and subsidies for personnel whose income has been reduced due to the epidemic should also be put on the agenda.
财新智库高级经济学家王喆表示,2022年5月,多地局部疫情持续,制造业景气度边际出现改善但仍位于收缩区间。需求、供给均在荣枯线之下,且影响逐渐传导至就业端;供应链受阻、物流时间延长等问题未能得到彻底改善;成本端和收费端价格的分化进一步挤压了企业的盈利空间。本轮疫情对经济的负面影响或超过2020年。政策层面,保证就业和物流畅通是重中之重。打通产业链、供应链堵点,推动复工复产,有助于稳定市场主体、提供就业保证。此外,帮扶纾困政策不应只限于供应端,对受疫情影响收入下降的人员补助,亦应提上日程。
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