Text/Paula
Recently, the news of NIO's suspension of production has spread like wildfire, and on April 9, NIO suddenly notified on its APP that NIO's vehicle production had been suspended. Weilai said that since March, due to the epidemic, the company's supply chain partners have stopped production one after another and have not yet recovered. Affected by this, WEILAI's vehicle production has been suspended.
The specific supply chain situation of Weilai has been affected since March this year, and the supply of parts has been cut off since mid-March, and the inventory can only be maintained until last week. As we all know, it is impossible to produce a car without one part produced by the whole vehicle, so the impact of parts caused by the epidemic will cause a crisis to the entire automotive industry.
The suspension of production has made WEIlai's situation worse
At present, the major new car-making forces have posted the March sales report card, Xiaopeng delivered 15,000 vehicles to become the sales crown of the new forces, the remaining rankings in turn as Nezha, Ideal, Zero Run, Weilai has become the bottom of the five new forces brand existence, but also the only one whose sales have not broken through 10,000, and there is already a trend of falling behind.
The average price of Weilai is 420,000 yuan, although the gross profit margin of Weilai's vehicle is close to twice that of Xiaopeng Automobile, but the price is always a major factor affecting sales, and it is reasonable that Xiaopeng won the sales crown with the lowest price matrix in "Wei Xiaoli". At present, the situation of Weilai is still difficult, this year is the first year of the electrification transformation of car companies, the traditional luxury brand acceleration electrification transformation is accelerating, BBA and other first-line old luxury brands and second-tier luxury brands to accelerate the electrification transformation, will launch an impact on the new energy luxury market in Weilai.
The rise in raw materials, the increase in market competitors, and the current suspension of production that does not know when to resume, Weilai's situation can be described as worse.
Weilai is not the only car company that has stopped production
This suspension is not the first time that WEILAI has been impacted from the supply chain level. In August last year, WEILAI was affected by the epidemic in Malaysia, Nanjing and other regions, resulting in severe restrictions on the supply of parts for WEILAI, and finally only delivered 5880 vehicles, down nearly 26% month-on-month.
In the face of the problem of whether to stop production, the relevant person in charge of Great Wall Motors said yesterday that due to the impact of the epidemic in Shanghai, The parts suppliers of Great Wall Motors have been affected, but they have not stopped production, which makes people wonder whether weilai's suspension of production is a lack of its own supply chain layout.
In fact, this is not, at present, affected by the impact of the automotive supply chain, many car companies have announced the suspension of production, Volkswagen's factories in Shanghai and Jilin have previously announced production stoppage, Tesla's super factory in Shanghai has also announced the suspension of production, and the epidemic has brought a lot of impact to the automotive industry.
Why is the impact of the pandemic on supply chains so great?
To produce, there must be means of production, the means of production of the car is parts, batteries, etc., the production of the whole vehicle is less than one part, and Shanghai is gathered in the world's top 100 parts and components enterprises, these enterprises have layout in Shanghai or around.
From tier 1 suppliers such as Bosch and ZF, to chip manufacturers to suppliers of basic raw materials such as seats, instruments, plastics, and glass. According to statistics, there are more than 20,000 large-scale suppliers around Shanghai. Therefore, when facing the epidemic and other control, the production capacity of the parts supply chain industry is bound to decline sharply.
In addition to the impact on production capacity, there are also logistics and transportation problems hidden in the shadows. The automotive supply chain in the Jiangsu, Zhejiang, and Shanghai regions, which are scattered around Shanghai, involves almost all the parts necessary for vehicle manufacturing, and when the epidemic hits, various places are particularly strict in terms of control in order to prevent new additions, so it will also make it difficult to transport parts with small production capacity to the production plant.
The impact of the epidemic on the supply of parts and components has had a serious impact on the production of car companies, and even led to the suspension of production of some car companies, among which the impact on new power car companies is particularly obvious. For the old car companies, the inventory and supplier layout preparation are obviously better than the new forces, so the old car companies can still insist on this storm. At the same time, the supplier layout of new power car companies is too concentrated, and they can try to use suppliers in different regions to increase their ability to resist risks.