In 2022, the sudden outbreak of the epidemic in Jilin, Shanghai and other places has cast a shadow on the entire Chinese automotive industry. Compared with the old stubborn diseases such as "lack of core", "rising raw material prices" and "elongated delivery cycle", the bigger challenge for car companies and consumers is that in May this year, all Chinese automakers may have to stop production.
The above is not the random speculation of the editor, but the original words of He Xiaopeng, the founder of Xiaopeng Automobile: If the supply chain enterprises in Shanghai and the surrounding areas cannot find a way to dynamically resume work and production... It is worth mentioning that He Xiaopeng also added a "bitter" expression to express his helplessness in the text, but he also said that some ministries and commissions and competent departments are currently coordinating with each other.
In this regard, many netizens said that the chain reaction caused by the epidemic in Shanghai proves that "do not put eggs in one basket", and industrial dispersion should be implemented, otherwise the consequences will be too serious if there is a problem. In fact, for the netizens' "egg theory", Xiaobian only wants to say that if the automobile industry is not concentrated enough, car companies will bear higher transportation costs in this, and production capacity will also be affected to a certain extent, and the cost of bicycles will inevitably increase, and then it is estimated that consumers will complain about "why is the car sold so expensive", can only say that the sudden attack of the epidemic is something that everyone does not want to see, and now it is obviously not necessary to discuss the "egg theory".
Back to the point, Guangdong, Shanghai and Jilin, as the core production and marketing areas of the mainland automobile industry, have been affected by the epidemic to varying degrees since 2022, especially in Shanghai and Jilin since March. Shanghai is China's second largest automobile production base, with production of 2.8332 million units last year, accounting for 10.7% of the country's total production capacity, so the large-scale suspension of production by Shanghai automakers will undoubtedly have a huge impact on the entire automotive industry.
At the same time, from the perspective of suppliers, 17 of the major domestic parts and components companies are located in the Shanghai area; the bosch, yazaki, denso, JTEKT, ZF, etc. among foreign-funded parts companies have also been affected to varying degrees. Therefore, these parts companies will naturally be affected by the Volkswagen, General Motors, SAIC, FAW, Toyota and other car companies they serve.
Even Cyrus AITO, whose main production base is located in Chongqing, has been affected by the epidemic in Shanghai. Earlier today, Yu Chengdong, CEO of Huawei's consumer business and CEO of Smart Car BU, posted in the circle of friends: 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.
As for the new energy vehicle industry, in addition to the above-mentioned supply chain impact, there is no more direct influence of "Ning Wang", which occupies half of the domestic power battery market, Ningde Times, where its headquarters is located in Ningde City, Fujian Province, has also been deeply troubled by the epidemic recently, although ningde times officials said that it has taken grid management measures, but it is still impossible to avoid concerns from the outside world.
Focusing on the core of the epidemic - Jiangsu, Zhejiang and Shanghai regions, where the automotive supply chain enterprises cover almost all the parts production links of a car, li Bin, the founder of WEILAI Automobile, helplessly spoke at the forum of Weilai APP: "A car can not produce a part... Recently, there have been epidemics in Shanghai and Jiangsu... This situation is not ours alone, many manufacturers have suspended production. We are as anxious as everyone else and hope that the epidemic will pass soon. ”
At this stage, China's auto industry is likely to stagnate in May, and if there are some more variables, it is not ruled out that the follow-up will fall into "suspension of production" again. In any case, I hope that this epidemic can pass quickly, and both the Chinese auto industry and us can get through it safely.