日韩疫情扩散，芯片面板企业是否停产停运？国内中下游行业如何应对供应链风险？

Group 1 - The global risk level of COVID-19 has been raised from "high risk" to "very high" by the World Health Organization (WHO) as the pandemic spreads rapidly worldwide, while China shows signs of improvement in its containment efforts [1] - South Korea reported 813 new COVID-19 cases in 24 hours, bringing the total to 3,150 confirmed cases and 17 deaths as of February 29 [1] - Japan has 945 confirmed cases, with 226 being domestic infections and 705 from the Diamond Princess cruise ship, prompting the government to recommend temporary school closures [5][6] Group 2 - Major South Korean companies, including Samsung Electronics and Hyundai Motor, have been forced to halt production due to the pandemic, impacting their operations significantly [6][9] - Hyundai Motor's production was affected by a lack of automotive wiring harnesses from China, leading to potential sales losses exceeding 1 trillion KRW (approximately 5.88 billion CNY) [9] - Nissan was the first Japanese automaker to suspend production due to the pandemic, indicating a broader trend among manufacturers in the region [6] Group 3 - The trade relationship between China, Japan, and South Korea is tightly interlinked, with significant dependencies in sectors such as electronics and machinery [10] - A report from CITIC Securities highlights that Japan and South Korea hold substantial market shares in upstream IC preparation materials and downstream products like storage chips and panels, which could lead to supply chain disruptions and price increases in China [10][14] - The top five trade products between China and South Korea include machinery, chemical products, and non-ferrous metals, indicating a high level of interdependence [10][15] Group 4 - The rapid spread of COVID-19 in Japan and South Korea raises concerns about the impact on China's supply chains and sales in the short to medium term, with potential risks of order disruptions and raw material shortages [13][14] - Companies in China are advised to assess risks and develop alternative supply chains to mitigate potential disruptions caused by the pandemic [16] - The current situation presents both risks and opportunities for domestic industries, with a focus on upgrading and transforming supply chains to adapt to changing market conditions [16]