Source: Automotive Industry Concerns
On March 22, according to caijing auto, due to the impact of the epidemic control in Shenyang, BMW Brilliance's Shenyang Dadong plant temporarily stopped production. The relevant person in charge of BMW Brilliance said: "In order to better respond to the unified call of Shenyang City on coordinating epidemic prevention and control and ensuring local economic and social development, BMW Brilliance has always carefully and orderly arranged the production and operation of the Dadong factory according to the needs of business and epidemic prevention and security on the basis of making every effort to ensure the health and safety of employees."
As of press time, BMW Brilliance has not announced the specific time to resume production.
According to the press conference on the prevention and control of the new coronavirus pneumonia epidemic in Shenyang, as of 24:00 on March 21, a total of 241 cases of local positive infections were found in Shenyang, including 94 confirmed cases and 147 asymptomatic infected people. The positive infected people in Shenyang involve 10 districts and counties, and the distribution according to the current address is: 102 cases in Dadong District; 56 cases in Liaozhong District; 36 cases in Hunnan District; 24 cases in Heping District; 7 cases in Huanggu District; 7 cases in Shenhe District; 5 cases in Sujiatun District; 2 cases in Yuhong District; 1 case in Shenbei New District; 1 case in Faku County, according to the number of local positive infected people, the current epidemic situation in Dadong District, Liaozhong District and Hunnan District is more serious, with a total of 194 cases, accounting for 80.50%. Of the 241 positive infected people, 139 cases were found in the centralized isolation hotel, and 102 cases were found in the nucleic acid screening in the sealing and control area and the social jurisdiction. In addition, the Shenyang Municipal Epidemic Prevention and Control Command decided that from March 22, Shenyang's residential quarters and villages will be closed management, and residents will need to hold a 48-hour negative nucleic acid test certificate and a "Resident Access Pass" to enter and exit, and it is strictly forbidden for those who do not participate in the nucleic acid testing as required to enter the community.
That is to say, the most densely populated location of the outbreak of the epidemic in Shenyang is in Dadong District, and the automotive industry pays attention to the official website of BMW Brilliance to understand that BMW Brilliance Shenyang production base is the world's largest production base of BMW Group, which has two major vehicle factories, namely Dadong Factory and Tiexi Factory, including BMW 1 Series, BMW 2 Series Station Wagon, BMW 3 Series (including standard shaft and long shaft), BMW 5 Series (long shaft version), BMW X1, BMW X2, BMW X3, which are seven major model series. Among them, the Dadong plant is divided into two factories, the New Dadong Plant and the Old Dadong Factory, and the current transformation and expansion project of BMW Brilliance's Dadong Plant and Tiexi Factory is underway, and the annual production capacity of the entire production base will gradually increase to 650,000 units after completion and operation.
In 2021, BMW Brilliance produced more than 700,000 units, and in terms of new car deliveries, bmw group delivered more than 2.52 million vehicles worldwide in 2021, an increase of 8.4% year-on-year, of which BMW's cumulative sales in China in 2021 were 846,000 units (including MINI brands), an increase of 8.9% year-on-year. According to the latest data, in January this year, BMW Brilliance sales increased by 20.4% year-on-year to 89,083 units, squeezing into the top ten of the manufacturer's sales list for the first time, but February sales showed a downward trend, and February sales fell by 6.1% year-on-year to 37,001 units.
At present, the domestic epidemic situation is more severe, the National Health Commission reported: At 0-24:00 on March 21, 31 provinces (autonomous regions and municipalities directly under the central government) and the Xinjiang Production and Construction Corps reported 2338 new confirmed cases, 2281 local cases (1902 cases in Jilin, 110 cases in Fujian, 67 cases in Liaoning, 25 cases in Shandong, 25 cases in Guangdong, 11 cases in Hebei, 8 cases in Tianjin, 8 cases in Hunan, 7 cases in Henan, 7 cases in Shaanxi, 6 cases in Beijing, 5 cases in Gansu, 3 cases in Jiangsu, 3 cases in Yunnan, 2 cases in Inner Mongolia, 2 cases in Zhejiang, Chongqing 2 cases).
Previously, FAW's five major vehicle factories in Changchun and Tesla's Shanghai plant were shut down due to the epidemic. According to previous reports from the automotive industry, on March 13, the Changchun Municipal Bureau of Industry and Information Technology issued the document "In order to cooperate with the overall situation of provincial and municipal epidemic prevention and control, FAW Group decided to stop production from March 13", and FAW Group decided to arrange for all planned production stops at the Changwu vehicle factory. It is understood that FAW Group's five major vehicle factories in Changchun City have all stopped production for 4 days due to epidemic prevention and control, which is expected to cause a loss of 48,000 vehicles.
In addition, on March 16, relevant media reported that Tesla issued a notice to internal employees and suppliers that due to the impact of the new crown pneumonia epidemic, the Shanghai Gigafactory was shut down for two days from March 16 to 17, in this regard, tesla's relevant person in charge said that it would actively cooperate with the government's requirements for nucleic acid testing and other epidemic prevention requirements, while doing its best to ensure production. Tesla's Shanghai factory resumed production on March 18, and Tesla did not explain the loss of production caused by the shutdown.
Due to the parts supply chain crisis, many domestic car companies are also facing certain pressure on the production and operation, according to the latest data from automotive industry data forecasting company AutoForecast Solutions, as of March 20, due to chip shortages, the global auto market has reduced production by 1.158 million vehicles this year. Among them, the cumulative production reduction in China's automobile market increased to 71,000 units, accounting for 6.1% of the cumulative production reduction in the global automobile market. At present, the tight supply of parts and components still affects the production of car companies, and the epidemic factors have also forced some factories to stop work, under the double impact, it is expected that the performance of most domestic car companies in March and April will also be affected to varying degrees.
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