April
9th
NIO issued a notice on its APP that due to the company's supply chain partners in Jilin, Shanghai, Jiangsu and other places have stopped production, NIO vehicle production has been completely suspended.
April
10th
The relevant person in charge of Guangqi Honda revealed that the spare parts affected by the epidemic cannot be transported, and the factory in Guangzhou will face the embarrassing situation of suspension of production.
April
14th
An insider of Beijing Benz said that due to the impact of the suspension of production by supply partners, the Production Line of Beijing Benz will also face the risk of suspension of production.
April
14th
He Xiaopeng, founder of Xiaopeng Automobile, said on Weibo: If the supply chain enterprises in Shanghai and the surrounding areas cannot find a way to dynamically resume work and production, all Chinese automakers may have to stop work and production in May. And used a crying meme.
In April, more and more auto parts suppliers and auto OEMs have stopped production due to the epidemic in Changchun and Shanghai, and the impact of the current round of the epidemic on the automotive industry is spreading nationwide with the two cities as the center.
Just imagine, as the pillar industry of China's economy, if all car companies stop production in May, it is bound to cause a serious blow to the Chinese economy under the epidemic and the turbulent international situation. Is it alarmist or is it true? With all kinds of questions, the ghost brother who was in the whirlpool of another epidemic interviewed relevant industry insiders by phone!
Changchun presses the pause button
Auto industry forced to "slow motion"
Compared with Shanghai, Changchun, located in the northeast region, has been affected by the current round of epidemics earlier and more extensively, and since March 11, various urban areas have entered a closed state, with shopping malls closed, factories shutting down, and the lively roads no longer have the hustle and bustle of the past.
Changchun as the cradle of China's automobile industry, for the development of the national automotive industry, contributes a vital role, Changchun and automobile-related enterprises stop production, will bring immeasurable losses to the development of the entire automotive industry.
At first, in order to ensure the supply of auto parts, there are still some parts manufacturers under the supervision of the management department, closed production (due to factory requirements, the full text will be hidden from the name of a number of factories), an internationally renowned auto parts supplier in the Changchun factory, requiring workers to eat and live in the factory, special personnel responsible for the daily needs of workers.
But even closed production, there is also a risk of intensive contact, just two days later, all factories had to stop work and production, when the head of the enterprise drove every worker back to the place of residence, Changchun auto parts manufacturers, have also pressed the pause button.
According to incomplete statistics, Jilin Province has about 420 auto parts enterprises above designated size, and the scope of production parts covers power systems, body systems, chassis systems, automotive electronics, connectors, plastic parts and other categories, while most of the enterprises are located in Changchun or its surrounding areas.
As one of the world's top ten auto parts suppliers, Faurecia has more than one factory in Changchun, at the same time, auto parts suppliers like Faurecia, in order to ensure that production runs at a low cost and high efficiency, there are also several suppliers in Changchun, and these suppliers are also facing the problem of suspension due to the epidemic, that is to say, whether Faurecia can produce smoothly is not only a matter for one of its companies, as long as its suppliers cannot fully resume work, it will definitely affect the supply of parts for Faurecia, and then affect all supporting car companies.
People with a little car knowledge know that a car is composed of more than 10,000 inseparable independent parts, and no car company in the world can independently complete the production of all parts, which leads to the automobile main engine factory, the dependence on parts suppliers is very high, especially the new car power enterprises.
And whether it is Changchun, or Shanghai, are one of the cities where China's automobile industry started earlier, take Changchun, there is a Fanjiatun town around the city, there are many enterprises engaged in the supply of various auto parts in the town, and with the outward migration of FAW factories in these years, these parts supply enterprises will also develop branches and offices to various cities, including Tianjin, Foshan, Qingdao, Chengdu and other cities, although these auto parts companies have set up factories in other places, but the technical content is higher parts, Or by Changchun headquarters production, and after this isolation, production, logistics all press the pause button, the country's car companies or directly or indirectly affected by Changchun, slow down the production speed, many OEMs now work no more than 4 hours a day, to wait for suppliers to gradually resume production.
Changchun auto parts supply
Irreplaceable
Changchun and Shanghai, as well as surrounding cities, are the two regions most severely affected by the epidemic, and due to factory shutdowns, almost all major automobile OEMs in the country have been affected.
And because the production of auto parts required for too many, the main engine factory usually does not reserve all spare parts in proportion to the inventory, but according to the production plan, the annual, January, a week of spare parts demand, in advance and the supplier coordination, the supplier will be according to the needs of the main engine factory in an orderly manner to supply, one to reduce inventory, the second to reduce the procurement and storage and transportation costs.
Although this will reduce the inventory and storage and transportation costs of the main engine factory, it will also create a dependence on the supplier.
Because the car production is not like stir-fry, the owner's cabbage can not be sent, directly with the West family, the important parts supplier of the car, is the time of car design, has been involved in the partner, the vehicle including the layout of the space, including safety, including comfort, are based on the established supplier to provide products as the standard, with a high degree of independence, unless the model is replaced, during this period the main engine factory can not change the supplier at will, if there is a situation that must be replaced, the need for cumbersome verification procedures, If it is very smooth to pass the one-time verification, it will take at least two months or so, if it is not smooth, because the replacement of an accessory will lead to the suspension of vehicle production for at least half a year or so, so even if the supplier stops production, non-essential situations, the main engine factory can not replace the spare parts supplier at will.
In the interview, the ghost brother found that the dependence of the automobile main engine factory on the supplier is very high, because the spare parts provided by the supplier, at least for a certain period of time, are irreplaceable, so the designated supplier stops production, for the main engine factory, it is no rice cooking.
Perhaps in the eyes of the surrounding people, just a small factory around Changchun City stopped production, the loss is not large, but the butterfly effect caused by it has affected the development of the national automotive industry, and the loss is not small.
There is a shortage of accessories
Will it affect the increase in car prices
Few industries can understand the awkward situation that auto OEMs are facing right now.
Want to produce at full capacity, but because Changchun and Shanghai and surrounding cities parts suppliers stopped production, can not supply sufficient parts, but if the factory once stopped production, many workers may be in order to survive, will be transferred to other enterprises, car companies can not let go, otherwise the resumption of production, the car main engine factory may face no one to use the embarrassing state, even from the suspension of production to the resumption of production, but also to experience at least half a month or even a month of modulation and capacity climbing, it is possible to return to the level before the suspension of production.
In addition, the equipment of the automobile main engine factory has a particularity, even if the workers stop working, many equipment can not stop running, such as the electrophoresis paint liquid of the electrophoretic coating production line, the temperature change of the tank liquid, and the number of cycles is not compliant, which will cause problems such as paint precipitation and affect the level of the process.
And usually this replacement of paint liquid requires six or seven hundred thousand costs, non-stop enterprises have losses, stop the loss is greater.
There are many such equipment, that is, even if the factory has no spare parts to produce for the time being, people and machines still need to run, which is the production cost.
Because of the long-term shortage of chips, coupled with the rapid increase in battery procurement costs, has affected the production capacity of major automobile OEMs, especially new energy vehicle companies, resulting in price increases in some models, but the relevant person in charge of a certain automobile group said in an interview with Ghost Brother that it is expected that the short-term shortage of spare parts should not cause a direct increase in car prices, but does not rule out the rapid shrinkage or even disappearance of preferential policies in the past.
Having said that, in fact, the shrinkage of preferential policies is actually a price increase for consumers.
Ghost: It seems that it is only a small enterprise that stops production, but the butterfly effect caused by it may lead to the suspension of production of many automobile manufacturers across the country, which will lead to the tightening of preferential policies for automobile terminals, thus affecting the personal interests of more consumers.
The good news is that the current epidemic situation in Changchun and Shanghai has been effectively controlled, Changchun is achieving zero social clearance district by district, and important enterprises will soon resume work and production, according to a car company engineer, as long as the supply of parts is normal, the main engine factory will work overtime to chase back the output.
According to the opinions of auto parts suppliers and engineers of OEMs, if in April, suppliers in Changchun and Shanghai can resume normal production, there is still hope for 2022. If the shutdown is longer, the annual output and sales volume will be affected to varying degrees.
This is also the main reason why He Xiaopeng, the founder of Xiaopeng Motors, publicly spoke out and hoped that the relevant competent departments would coordinate the resumption of production of spare parts suppliers as soon as possible, after all, in the case of real estate fire extinguishing and foreign trade growth slowing down, the automobile industry is the top priority of increasing domestic demand at present.
END