22/03/10
Lead
From an automobile power to an automobile power, it is urgent for the supply chain to master the core technology and get rid of external dependence.
Author 丨 Wang Xiaoxi
Responsible editor 丨 Du Yuxin
Edit 丨 Chic
Recently, various car companies began to announce the sales results of February. On March 8, 2022, the Association also released an analysis of the national passenger car market for February. However, we found that Changan Automobile did not appear in the TOP10 of the manufacturer's retail sales list in February.
We know that Changan's two SUVs, the CS75PLUS and the CS55PLUS, only broke through the 30,000 mark in January. By February, both SUVs had fallen bizarrely, with sales down 22,500 units and 24,800 units, respectively. So, what exactly happened to make Changan Automobile's sales performance this month affected so much?
In fact, the answer is also very good to guess, "missing core". Just today, a document picture called "Reports from Various Departments of Changan Automobile" that was suspected of leaking let us understand that the Changan Procurement Center made a report on the serious situation of "missing cores", and the problem of "missing cores" has been elevated to the decision-making level of the company's highest leadership.
1
"Core Famine" 3.0?
From the document picture entitled "Report on the Serious Shortage of Sales Resources Caused by insufficient supply of Core-related Suppliers such as Bosch", it can be seen that "due to the continuous shortage of core-related parts, especially since February, the shortage of Bosch airbag controllers, EPBI and other materials is the most serious, resulting in a continuous sharp decline in output and a serious shortage of market terminal resources." Immediate responses are needed to address the current supply crisis. ”
The procurement center is presented to the higher authorities, which means that the problem can no longer be solved internally. Moreover, as one of the industry's recognized Chinese brand leaders, Changan Automobile's two SUV models with plummeting sales this month have been well received in the market, and there have been no major quality and safety problems recently. Therefore, the plunge is undoubtedly a very headache for Changan Automobile, which has a good development momentum.
In fact, it is not only Changan Automobile. On March 8, while the official micro of Great Wall Motors released the February sales express, it also specifically stated, "In February, due to the impact of many factors such as the Spring Festival and the shortage of ESP supply at Bosch, Great Wall Motors' production capacity is limited, and it is currently taking active measures to quickly solve the problem of parts supply." ”
The problems are all similar. The commune's recent C-dimensional public account article "Lack of core is not a terminal illness, but there is no special drug 丨 electric vehicle new crisis" mentioned that after the spread of the epidemic in Southeast Asia in August last year, the chip packaging and testing factories throughout Southeast Asia were basically affected, and the second wave of automotive chip crisis was triggered. The president of Bosch, which was more affected, went so far as to publicly stage the "want to jump off the building" section in the circle of friends.
Moreover, just after the beginning of the new year, the epidemic in Suzhou led to the suspension of some factories in Suzhou, Bosch Auto Parts (Suzhou) Co., Ltd. also had employees diagnosed with the new crown, coupled with the chip dealers in the supply chain "price increase hoarding" intensified, Changan, Great Wall naturally difficult to get chips.
According to the recent CCTV Finance and Economics again on the automotive chip market survey, the price of automotive chips rose across the board, the original 20 yuan automotive chips even speculated to nearly 3,000 yuan, has become the "unbearable weight" of car companies.
Let's take a look at the sales of Changan Automobile terminals. According to the wholesale volume data of the Association, Changan Automobile's wholesale volume has also fallen sharply this month, and serious problems in production capacity are obvious. After all, the 4S shop terminal has good orders, but it is difficult to deliver the car. Therefore, the collapse in sales highlights the supply chain security problems that have caused all car companies a headache recently.
2
"Core famine" countermeasures
As I wrote late last year in "Suppliers Push Automakers to Raise Prices in Order to Survive," "The supply chain crisis has also exposed the interdependencies of every layer from top to bottom and reinforced the importance of all players, including small and micro enterprises." ”
In February, Xu Daquan, executive vice president of Bosch China, predicted that the chip shortage was expected to ease in the second half of the year. Xu Daquan said at the time that the chip supply in 2022 will still not be able to meet all the needs of the main engine factory, and this year's automobile production will still be largely subject to the supply of chips. However, with the new production capacity of chip manufacturers, the shortage of chips is expected to be alleviated in the second half of the year.
However, Chang'an's "Bosch airbag controller, EPBI and other material shortages are the most serious, resulting in a continuous sharp decline in production", which did exceed expectations, making us full of doubts and curiosity about the internal situation.
The "lack of core" since last year has made all car companies in the industry face the problem of supply chain protection. This time, Changan Automobile and Great Wall Motors have caused production capacity "stuck necks" due to Bosch's chip shortage, which also reminds Chinese brands once again that the safety of supply chains is very important.
In the final analysis, it is urgent for China to go from an automobile power to an automobile power, and it is urgent to master the core technology and get rid of external dependence.
At the "2021 China Automotive Supply Chain Conference" held in October last year, Fu Bingfeng, executive vice president and secretary general of the China Association of Automobile Manufacturers, said that in the future, the automotive supply chain in the mainland will show three development trends, one of which is to form core technical competitiveness in emerging areas of supply chain through integration and innovation, and gradually get rid of external dependence.
We know that Changan Automobile's sales target for 2022 is about 2.35 million units, an increase of 10% year-on-year. Moreover, according to Changan's plan, by 2025, The annual production and sales of Changan Automobile will reach 3 million vehicles. In the next five years, Changan Automobile will successively launch 26 new intelligent electric vehicles. Within three years, Changan will develop new species of coupes, SUVs, MPVs and other forms, a total of 11 new products.
To achieve these goals, Chang'an supply chain security issues are also a particularly important foundation and "moat". This has already attracted the great attention of the leaders of Changan Group.
From the perspective of Changan Automobile itself, it is also increasing investment and investment. In terms of intelligence and electrification, Changan Automobile invests 5% of its sales revenue in research and development every year, and has invested more than 110 billion yuan so far in the "Eleventh Five-Year Plan".
At present, with the increasing global situation, rising commodity prices, and the occurrence of similar "demon nickel" events, the soaring prices of raw materials needed for automobile manufacturing will make the automotive industry more "uncertain" in 2022.
The information revealed by the two sessions of the National People's Congress this year shows that many deputies have made suggestions and suggestions from the aspects of integrated circuit industry policy support, technological innovation, and the establishment of a standard system, hoping to solve the "card neck" problem such as chips. We believe that the emphasis on the national strategic level will surely accelerate the rapid development of independent innovation technology in the automotive industry to get rid of dependence.
Wang Xiaoxi
Wider than the sky...