A few days ago, He Xiaopeng, CEO of Xiaopeng Motors, posted in the circle of friends: "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." ”
Shortly after He Xiaopeng's speech, Yu Chengdong, CEO of Huawei's consumer business and CEO of Smart Car BU, also issued a document expressing his approval.
Yu Chengdong said: "If Shanghai continues to be unable to resume work and production, after May, all technology/industrial industries involving Shanghai's supply chain will be completely shut down, especially the automobile industry!" The economic loss/cost of the industry will be very large! Since mid-April, some companies have begun to cut off supply and production due to closures such as Shanghai. ”
It is understood that He Xiaopeng's concerns are not unreasonable: as one of China's important vehicle production bases, Shanghai's automobile production in 2021 will be 2.833 million units, accounting for more than one-tenth of the national automobile production (26.528 million units).
In addition to Xiaopeng, Shanghai also brings together many car brands. Since the beginning of this year, Shanghai's automobile industry has faced a major test, and SAIC Passenger Cars, SAIC-GM, SAIC Volkswagen, Weilai, Tesla, Great Wall and other car companies have been affected by the sudden epidemic in Shanghai, and there has been a reduction in production or even a direct suspension of production.
According to the analysis of the Federation of Passenger Vehicles, the national passenger car market is facing an uncertain state in April, according to the provincial production data of the National Bureau of Statistics, Shanghai and Jilin Province each account for about 11% of the national production, and the production of some enterprises in Shanghai is running at full capacity, so the production and sales of passenger cars in the core areas in April will be greatly affected. Due to the long automotive industry chain, high coordination requirements, and a wider range of suspension radiation in the core production and logistics bases, the production and marketing pressure in the automobile market in April may be very large.
Top
Top
Top
Top
Top
Top
Top
Top
Top