Recently, there are rumors that Tesla said in response to US investors that the Shanghai factory can resume work as early as mid-May, and the parts supply chain can be restored. On the afternoon of the 15th, Tao Lin, tesla's global vice president, said through Weibo, "The above rumors are false news, welcome to help provide clues to rumor-mongers." ”
Affected by the epidemic prevention and control policies in many places, the mainland automobile supply chain has been impacted, and a number of car companies have announced the suspension of production since March.
Tesla's Gigafactory in the Shanghai Lingang Free Trade Zone has previously suspended production twice due to epidemic control, including two consecutive days of production on March 16 and March 17, and Tesla has suspended production activities at the Shanghai Gigafactory since March 28. Tesla's second round of production suspension was originally planned for 4 days, but then the resumption plan was canceled.
As of now, Tesla's Shanghai Gigafactory is still in a state of suspension. In other words, according to the calculation of the suspension of production from March 28, the plant has been shut down for more than half a month.
Tesla China also said on March 28 that Tesla has always adhered to fulfilling the main responsibility of epidemic prevention, strictly implementing various epidemic prevention and control requirements, and arranging work at any time according to the government's epidemic prevention policy.
In addition to Tesla, Weilai vehicle production has been suspended, and some saic motor factories have been forced to stop production.
On April 9, NIO released a "Note on recent production and delivery" on the official APP, and NIO said that since March, due to the epidemic, the company's supply chain partners in Jilin, Shanghai, Jiangsu and other places have stopped production and have not yet recovered. Nio's vehicle production has been suspended.
Li Bin, CEO of Weilai Automobile, said, "A car is not as good as a part. Affected by the epidemic in Changchun and Hebei, some parts of Weilai were cut off in mid-March, relying on some parts inventory to barely support until last week. Recently, there have been epidemics in Shanghai and Jiangsu, and many partners cannot supply goods and can only suspend production. This situation is not a Weilai, many manufacturers have suspended production. ”
On the evening of April 14, He Xiaopeng, chairman of Xiaopeng Motors, also posted through the official authentication account of 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."
Chen Shihua, deputy secretary-general of the China Association of Automobile Manufacturers and director of the China Automobile Industry Economic and Technical Information Institute, said in an interview that "there is no such absolute, only that there may be a large-scale suspension of production." Although the time for general car companies to rely on inventory to maintain normal production in the case of parts replenishment interruption is limited, the specific conditions of the supply chain of each production enterprise are different, and there is also the possibility of achieving normal production by finding alternative channels to supplement production resources such as accessories.
It is worth noting that the negative impact of production capacity constraints on the sales side of automobiles has emerged. According to caucus data, in March, mainland automobile production and sales were 2.241 million units and 2.234 million units, down 9.1% and 11.7% year-on-year.
(Source: Daily Economic News, @Guoshi Express, Cover News)