The epidemic in Shanghai, which has been sealed and controlled for a longer time than expected, makes people can't help but break into a cold sweat for domestic car companies.
On April 15, Yu Chengdong, CEO of Huawei's smart car BU, posted in the circle of friends, "If Shanghai cannot resume work and production, after May, all technology/industrial industries involving shanghai's supply chain will be completely shut down, especially in the automotive industry, and the industrial economic loss/cost will be very large." ”
Yu Chengdong circle of friends
According to the Shanghai Municipal Bureau of Statistics, Shanghai's automobile production in 2021 was 2.8332 million units, accounting for 10.68% of the country's automobile production, ranking second in the country.
The speech responded to a similar view from Xiaopeng Automobile CEO He Xiaopeng the night before, he Xiaopeng said, "If Shanghai and the surrounding supply chain companies can not find a way to dynamically resume work and production, all Chinese automakers may have to stop work and production in May." ”
Yin persimmon financial reporter called Xiaokang shares that cooperated with Huawei to build cars, and the company said, "Because the Xiaokang factory is mainly in Chongqing, the control is relatively strict, the current epidemic has not yet had a substantial impact on the company's industrial chain, and there is no concern about stopping production in April." ”
"Now the production department is actively adjusting the production plan, and the situation after that will depend on the development of the epidemic in Shanghai," Xiaokang added.
Not long ago, Xiaokang co., Ltd. just announced its March production and sales data, a total of 24253 vehicles, sales of 24014 vehicles, and for the first time disclosed the sales of the Xilis brand, a total of 3465 vehicles were produced in March, with sales reaching 3160 vehicles, an increase of 1310.71% year-on-year.
Considering the limited production capacity of the Cyrus SF5, this sales performance is seen as a credit to the new model World M5. As the second model produced in deep cooperation with Huawei, the M5 is taking advantage of the opportunity to take advantage of the victory to chase the knot, if it falls into suspension due to the epidemic, it will cause a big blow to "Huawei Car".
In addition, Yu Chengdong also mentioned that since mid-April, some enterprises have begun to cut off supply and production due to closures such as Shanghai.
Just yesterday, Great Wall Motor's tank brand announced 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, affected by this, the tank 300 model was suspended from April 14, and the delivery of the tank 300 user's vehicles would be delayed.
But only 3 days ago, Great Wall Motor told Yinxi Finance that "factory production is still in progress, and the epidemic will have some impact on the company's material supply, and it will not stop production." ”
In addition, since March, Volkswagen and Tesla have been forced to stop production due to the epidemic. Tesla's Shanghai factory has stopped production twice and postponed the resumption of production due to epidemic control. Volkswagen's factories in Changchun and Shanghai have stopped production, and the Changchun plant has fully resumed work, while the Shanghai plant has stopped production from April 1, and its production capacity and post-delivery are bound to be affected.
As the GAC Group said, at present, the parts in the factory are in a state of consumption, and the supply of parts inventory is not available, there may be a risk of downtime. It is foreseeable that if the epidemic shutdown continues, more car companies may be affected in the future.