On April 14, we learned from the Tank APP that due to the impact of the epidemic in Shanghai, Jiangsu, Jilin and other places, the Tank 300 model involved a total of 8 supplier partners to stop work and stop operation. Therefore, from April 14, the production of tank 300 models will be suspended, including Shenyang, Baoding, Wuxi, Jilin, Changchun and other 39 regions to suspend logistics shipments. The specific time for resuming work and production is uncertain.
According to previous official statements, the tank 500 will start the delivery of the first models in mid-to-late April. Although the tank 300 and tank 500 are "branch scheduling", that is, the tank 300 is produced in the Chongqing factory and the tank 500 is produced in the Jingmen factory, the main reason for the suspension of the tank 300 is due to the direct influence of the supplier. From this dimension, this does not exclude the possibility that the tank 500, or will also be affected as a result.
Due to the large area and long duration of this round of epidemic outbreak, the upper, middle and lower reaches of the automobile industry chain have been hit hard to varying degrees. Today, we will take stock of which models affected by the epidemic have the same experience as the Tank 300.
NIO: Discontinued all its models
Weilai Automobile said on the official APP that since March, due to the epidemic, the company's supply chain partners in Jilin, Shanghai, Jiangsu and other places have stopped production. Affected by this, NIO automobile production has been suspended. According to Li Bin's response, due to the impact of the epidemic in Changchun and Hebei, Weilai Automobile had already cut off the supply of some parts in mid-March, which was mainly supported by some parts inventory.
At present, in the product matrix of NIO, there are 5 models of NIO ET5, ET7, ES6, EC6 and ES8 on sale, of which ET5 is scheduled to start delivery in September this year. According to NIO's plan, NIO will release the 2022 ES8, ES6 and EC8 in late May, as well as the new NIO ES7, a new large five-seat SUV.
While it's uncertain whether plans to hit the market for new cars will be affected as a result, it's safe to say that the lead time for new users will be extended. According to the official website of Weilai, the delivery cycle of ES8, ES6, EC6 and other models is about 8 weeks after the lock order. However, due to the fact that production has not yet resumed, the backlog of existing orders is also likely to affect the delivery cycle of subsequent new models.
Tesla: Model 3 and Mode Y
Due to the impact of the epidemic, Tesla's Shanghai Gigafactory has been shut down several times since March. From March 16 to 17, Tesla stopped production for two consecutive days, and from March 28 to March 31, because of the epidemic prevention and control of Tesla's Shanghai factory, it stopped production again.
Although Tesla has not been greatly affected by the production and sales in March, the data shows that Tesla's sales in the Chinese market reached 65814 units in March, of which model 3 and Model Y have achieved good results, Model 3 for the first time ranked among the top three in sedan sales, model Y has become the top seller in the SUV market.
However, at present, the Shanghai factory is still in a state of suspension, which means that model 3 and model Y are also forced to stop production. According to Tesla's official website, the current delivery cycle of Tesla Model 3 models is 16-24 weeks, and the delivery cycle of Model Y models is 10-20 weeks.
SAIC Volkswagen: Including Langyi, Tiguan, ID. family discontinued
As an important unit of SAIC's joint venture sector, due to the impact of the epidemic, SAIC Volkswagen's first, second, third plants and MEB plants in Anting, Shanghai, have been shut down. It is understood that the models produced by one, two and three factories include Santana, POLO, Langyi, Tiguan, Hui Ang, Hui Ang and Skoda brand Octavia, while the MEB plant in Anting produces models including saic-Volkswagen's ID. family.
At present, SAIC Volkswagen's ID.family mainly includes ID.3, ID.4 X and ID.6 X. Previously, SAIC Volkswagen also launched the annual redesign of the 2022 Volkswagen ID.3, 2022 ID.4 and 2022 ID.6 X models, which increased by 5400 yuan compared with the 2021 model.
The reason for the price increase, in addition to the configuration upgrade, the rise in raw material costs is also a key factor. However, it is worth noting that in recent years, many domestic new energy vehicle companies have raised prices, and the rise in raw material costs is a major "common disease" of price increases.
FAW Group: Involving Audi, Toyota, Hongqi and other brands
Due to the severity of the epidemic in Jilin in March, Changchun-based FAW Group also announced in March that its five major vehicle plants in Changchun plan to stop production from March 13, and initially plan to stop production until March 16. However, due to the continuous recurrence of the epidemic, the resumption of production plans has also been hindered. However, on April 11, FAW Group announced that it had fully started to resume work.
During this nearly one-month suspension period, the models of many brands of FAW Group were also affected by this and forced to stop production. For example, FAW Toyota's Land Cruiser, Prius and Toyota RAV4 Rongfang at its Changchun production base. FAW-Volkswagen Audi's Q5L, A4L, A6L and Q3 models, as well as FAW-Volkswagen CC, Maiten, Bora and Weiling, have all been discontinued. All models under the two major passenger car brands of Hongqi brand and Pentium brand liberate medium, heavy and light trucks in the brand.
Although FAW Group has fully resumed work, the shutdown crisis caused by the epidemic has also brought immeasurable losses to FAW Group. According to the Association of Automobile Manufacturers, sales of faw-Volkswagen and FAW Toyota both declined in March.
BMW Brilliance: X3 and 5 Series affected
Affected by the epidemic in Shenyang, BMW Brilliance's Dadong plant in Shenyang's Dadong District also temporarily stopped production for a period of time in March. Affected by this, the BMW 5 Series and BMW X3, which are mainly produced at the Dadong plant, were forced to stop production for a short time. Previously, the domestic BMW X5 has been officially listed, and the new car is also produced at the Dadong plant. However, due to the short period of production suspension and the fact that BMW has also upgraded the Dadong plant before, the BMW X5 scheduling plan has less impact.
In addition to the Dadong plant, BMW also has a Tiexi plant in Shenyang, of which the Tiexi factory is mainly responsible for the production of BMW 1 Series, 3 Series, BMW X1 and X2 products. According to BMW's plan, this summer, BMW's third vehicle production plant in Shenyang will be completed, when the pure electric version of the BMW 3 Series BMW i3 will be put into operation at the new plant.
Red Dot Reviews:
The impact of the suspension of production on various car companies is obvious. Although the current official suspension of production of car companies, as well as some forced to stop production of models is not very many. However, it should be noted that due to the current top 100 global parts and components companies in the automotive industry, almost all of them have built factories in Shanghai and its surrounding areas, including Bosch, Aptiv, BorgWarner, ZF and other suppliers, have been affected by the epidemic and have been shut down.
For almost all car companies, the supply of parts companies means that the risk of suspension of production is increasing.