On the evening of April 14, He Xiaopeng, chairman of Xiaopeng Automobile, shouted in the circle of friends, so that people in the automobile circle took a breath of cool air!
He Xiaopeng
He Xiaopeng writes:
If supply chain companies in And around Shanghai can't find a way to dynamically resume work and production, all Chinese automakers may have to stop work and production in May
The good news is that some ministries and authorities are doing their best to coordinate, and we expect the support and joint efforts of more governments and authorities.
It is estimated that many people did not expect that China's automobile industry would encounter such difficulties as today.
Previously, on April 9, Weilai Automobile also publicly stated that their vehicles have been temporarily suspended, the reason is also affected by the epidemic, Niolai's supply chain partners in Jilin, Shanghai, Jiangsu and other places have stopped production, parts can not be put together, vehicle production can not be talked about.
Li Bin also responded to the suspension of production of the whole vehicle, saying that "this situation is not ours, and many manufacturers have suspended production." ”
But 5 days after WEILAI stopped production, that is, today, WEILAI revealed that their supply chain has recovered slightly compared with before, so their production base in Hefei has gradually resumed production. However, the follow-up production plan is still not fully guaranteed, and can only be determined according to the degree of recovery of the supply chain.
But other car companies do not have this kind of luck, Great Wall Motor's tank 300 model has officially suspended production from today, and its official APP issued a notice on April 13, saying that due to the impact of the epidemic in Shanghai, Jiangsu, Jilin and other places, the tank 300 model involves a total of 8 supplier partners have stopped work and stopped operation.
In addition, the Tesla factory in Shanghai has not restarted since the suspension of production on March 28 this year, during which the resumption date has been postponed many times, and the current shutdown time has exceeded half a month. Analysts at GLJ Research, a Tesla bearer, have predicted that the Tesla factory in Shanghai may continue to stop production until mid-May. What was originally just a bearish prediction by analysts could now become a reality.
Faw-Volkswagen and SAIC-Volkswagen have reportedly stopped production after entering April. It is also reported that in Shanghai and surrounding areas, there are more than 20,000 of the world's top 100 auto parts companies, as well as large and small auto parts companies.
Nowadays, the epidemic situation in Shanghai and surrounding areas is grim, and the big guys in the automotive circle have really felt what is called "smart women are difficult to cook without rice".
So how much will the car company lose after a day of suspension of production?
If we calculate the revenue of Xiaopeng Automobile in 2021 of 20.988 billion yuan, their daily revenue in 2021 will be 57.5 million yuan; WEILAI Automobile's revenue in 2021 will be as high as 36.136 billion yuan, and their daily revenue in 2021 will be as high as 99 million yuan.
At present, among the three new car-making forces in Wei Xiaoli, only the ideal car has not been exposed to the crisis of suspension of production, but presumably under the current situation, the life of all vehicle manufacturers will not be too good.