On April 15, Yu Chengdong, CEO of Huawei's consumer business and CEO of Smart Car BU, said that if Shanghai cannot resume work and production, all technology/industrial industries involving Shanghai's supply chain after May will be completely shut down, especially the automotive industry.
Yu Chengdong said that since mid-April, some companies have begun to shut down their supply chains due to closures such as Shanghai.
Yu Chengdong's circle of friends is suspected of being the "baton" of He Xiaopeng, the previous chairman of Xiaopeng Automobile. On the 14th, He Xiaopeng, chairman of Xiaopeng Automobile, posted on Weibo that 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.
He Xiaopeng said that at present, some ministries and competent departments are doing their best to coordinate and look forward to the support and joint efforts of more governments and competent departments.
"It should not be (completely discontinued), see how to save yourself." On April 15, Cui Dongshu, secretary general of the All-China Passenger Transport Association, said in an interview with the media that the pressure on national automobile production and sales in April was indeed very large.
Zhongxin Jingwei noted that due to the impact of the new crown pneumonia epidemic, previously WEILAI Automobile, SAIC Volkswagen, Tesla, Weilai and other car companies issued news to announce the suspension of production.
On April 9, NIO said on its 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 vehicle production has been suspended. Until April 14, according to China Securities News, WEILAI's Hefei production base is gradually resuming production, and the follow-up production plan depends on the recovery of the supply chain.
According to media reports, a Volkswagen Group spokesman recently said that Volkswagen's plant in Changchun, China, will be closed until April 5, and Volkswagen's plant in Shanghai will stop production from April 1 to 5 , (SAIC Volkswagen's Shanghai plant is located in Jiading District, when the Shanghai demarcation of puxi area is closed from 3 o'clock on April 1 to 3 o'clock on April 5.) As for when production will resume, which models and which parts will be affected, there is no specific news, before that, considering the epidemic situation, SAIC Volkswagen's Shanghai plant has been in a closed-loop management state, some employees are closed in the factory, and some factories adopt a single-shift closed production.
According to media reports, Tesla's Shanghai Gigafactory is still in a state of suspension. The plant has been shut down since March 28 and has now been underway for more than half a month. On March 28, Tesla's Shanghai Gigafactory stopped production for 4 days due to the epidemic, but then said in an internal notice that the resumption of production was canceled and did not disclose when production could be resumed.
Yingda Securities previously released a research report saying that from March 28, Shanghai has taken global static management measures. Subsequently, Jiangsu Xuzhou, Wuxi, Suzhou, Nantong and other Yangtze River Delta regions have successively adopted static management measures such as regional closure, and Cities such as Jilin and Hebei have also entered a state of static control or sealing management to strengthen epidemic prevention and control. As an important town in the new energy industry, Shanghai and its surroundings have gathered energy storage enterprises such as Paineng and Cairi, new energy enterprises such as Trina, Envision and Shanghai Electric, and new energy vehicle enterprises such as Tesla, SAIC and Weilai.
Yingda Securities said that the current static state has undoubtedly had a direct impact on the production, shipment and material transportation of energy storage, new energy, new energy vehicles and other industries. As the core area of the outbreak, Tesla, Weilai, SAIC, FAW, Volkswagen, GM and other car companies in Jilin and Shanghai have been greatly affected.
According to Morgan Stanley, although the impact of the epidemic in Shanghai and Ningbo is currently controllable, road transport in the Yangtze River Delta region has been greatly restricted, leaving many automakers facing a shortage of spare parts. According to the calculation of BOCOM International, although some car companies still have remaining parts inventory, it is estimated that it can only support 1-2 weeks.
But there is good news.
On April 15, it was reported that SAIC Motor issued the Notice on Issuing guidelines for the Prevention and Control of the Epidemic Situation of SAIC Motor Group Co., Ltd. for resuming work and production. The "Notice" document mentions that enterprises should actively carry out stress testing in accordance with the provisions of the guidelines for resuming work and production.
"From now on, SAIC's production enterprises will conduct a survey of the preparations for the resumption of work and production, and the results of the survey will be feedback before April 17 (Sunday), and the production enterprises will start the stress test of resuming work and production on April 18 (Monday) according to the situation. All production enterprises carry out stress tests in five aspects: personnel protection, supply chain support, logistics support, closed production management and epidemic prevention measures, and report the results and problems of stress tests in a timely manner. For enterprises with successful stress testing, we will arrange the production of complete vehicles and parts as soon as possible. ”
"At present, in accordance with the requirements of the government, we must cooperate with the epidemic prevention, and at the same time maintain and transform the equipment, and carefully make preparations to meet the production conditions under the epidemic prevention conditions." SAIC motor group people responded to this, "Regarding the time, there are internal goals, but they will be adjusted in a timely manner according to the control of the epidemic situation and their own preparedness." ”
(Zhongxin Jingwei)