Lead
Introduction
At least, starting from the "Notice" of SCO Group, the good news of Shanghai's regional automotive industry chain is coming.
Author 丨 Li Sijia
Responsible editor 丨 Du Yuxin
Editor 丨Zhu Jinbin
In mid-April, Shanghai has spent more than half a month under the static management of the whole region. During this period, from nucleic acid antigens to working from home to buying vegetables in the group, we have been witnessing and witnessing the progress of Shanghai's fight against the epidemic.
In addition, as a member of the automotive industry, we have also experienced the pause button pressed by the automotive industry since the implementation of the sealing and control management in Shanghai at the end of March. Upstream parts, midstream automakers, and downstream sales ends have all suffered different degrees of impact in this war without smoke, casting a shadow over the development of related enterprises and even the automotive industry chain this year.
Backed by Shanghai, SAIC Motor, as the most front-line enterprise in the management of this sealing and control, naturally suffered heavy losses under the influence of Aomi Kerong. Product production, sales, brand communication, and employee livelihood have become the burdens on the shoulders of the former. Although SAIC Motor is a "brother" of domestic car companies, for it, the ravages of the epidemic are still an unbearable burden.
Still, things seem to have taken a turn for the better.
An internal SAIC motor document shows that SAIC motor is trying to promote the resumption of work and production. If it can be done, it is undoubtedly an effective way for SAIC to reduce losses, and it will also be the first shot of the automotive industry chain to resume work and production.
"The resumption of work is still at the beginning of the start"
On the afternoon of April 15, a copy of the "Notice on Issuing guidelines for the Prevention and Control of the Epidemic Situation of SAIC Motor Group Co., Ltd." (hereinafter referred to as the "Notice") issued by Wang Xiaoqiu, vice president of SAIC Motor Group, quickly spread.
According to the documents, SAIC Motor plans to give feedback on the resumption of work on April 17 and start the stress test of resuming work and production on April 18. At the same time, the document indicates that SAIC Motor will uniformly report the "white list" of enterprises that apply for early resumption of work and production for its subsidiaries, and the approved list will be filed in the streets and communities of each territory.
The preparation for public resumption of production, such as the resumption of work personnel, the preparation of employees to return to work and commute, the service capacity, the supply chain capacity, the preparation for resumption of work and production, the preparation for safe production, and the preparation for indoor and outdoor transportation, also add another layer of authenticity to the Notice.
"That document is true."
When the Automobile Commune inquired about the authenticity of the incident on the "Notice" document, SAIC Motor insiders said simply and clearly. He said: "For enterprises to resume production is very urgent, because this year's pressure is very large, but for the government may still be based on epidemic prevention, so the key to resuming production is to see the trend of the epidemic." ”
From his words, it is not difficult to see that although the pressure on car companies to stop production is relatively large, and the demand for resumption of work and production is urgent, whether they can really promote the resumption of work and production depends on the control of the epidemic. Moreover, the distribution of several enterprises under SAIC in Shanghai is complicated, and the policies of each street and each jurisdiction are different, and they will also encounter the situation of increasing the number of streets, so it will take a long time to truly realize the resumption of work and production.
"In the current situation of epidemic prevention, there is little hope that production can be resumed in batches throughout April." Said the above-mentioned insider.
That is to say, saicid's "Notice" is still stuck in a preliminary start-up and arrangement.
According to the Shanghai Municipal Health Commission on April 15, 2022, on April 14, 2022, there were 3,200 new confirmed cases of covid-19 and 19,873 cases of asymptomatic infection in Shanghai. Judging from the current situation, the epidemic prevention and control in Shanghai is still in the development stage, and there is no recognized inflection point, which is a very big influencing factor for enterprises to resume work.
Therefore, from the perspective of follow-up safety promotion, car companies may still comply with epidemic prevention requirements, and on this basis, they may actively strive for the possibility of promoting especially in sub-regions. For example, where the epidemic is not so serious or where the whole territory is mainly controlled and prevented, the relevant enterprises may give priority to contacting the street, and then make follow-up preparations, including personnel arrangements after the resumption of work.
On the return of relevant personnel, SAIC Motor said that it will determine the list of returnees and the planned return time according to the requirements of the government (there are no positive personnel in the buildings where they live within 7 days) and the needs of the enterprise. In principle, non-essential personnel are still advised to work from home; returning workers are required to have nucleic acid tested every 48 hours.
It can be seen that although the resumption of work and production is still in the preliminary planning for SAIC, it can also be seen from the "Notice" issued by SAIC That SAIC has made full preparations for this, especially in the safety of the staff's return to work. This also provides a preliminary reference sample for the resumption of work and production of other car companies and even enterprises in other industries in Shanghai.
The resumption of work in Shanghai is imminent
The reason why SAIC Motor's documents on the resumption of work and production have flowed out is because of relevant remarks and policy support.
On April 5, Gu Honghui, director of the Shanghai Municipal Epidemic Office, said that during the period of sealing and control, enterprises that implement closed production should have employees living, working and transportation in the park, realizing two-point and one-line closed management, and can produce and operate under the premise of various epidemic prevention measures.
On the day of the arrival of the "Notice", the Ministry of Industry and Information Technology conveyed the spirit of the Special Meeting of the State Council and said that it would go all out to grasp the precise prevention and control of the epidemic, ensure the smooth flow of goods and stabilize the industrial chain supply chain. Multiple measures are taken simultaneously to ensure the stable production of key enterprises and the smooth operation of key industrial chains. Mobilize the enthusiasm of all parties and work together to implement the policy of ensuring the smooth flow of freight logistics.
As a key enterprise in Shanghai, SAIC Motor's stable production is undoubtedly of great significance, and the automotive industry, as an important industrial chain supporting the development of the national economy, has the significance of smooth operation.
"The number of downlines in the entire month of April was 0, and there has never been such a difficulty in history." Said the above-mentioned insider. Therefore, for SAIC Motor and the automotive industry chain in Shanghai, the pressure to stop work and production is great, and the sooner the resumption of work and production, the better.
Yu Chengdong, CEO of Huawei Automobile, said that if Shanghai cannot resume work and production, after May, all technology/industrial industries involving the Shanghai supply chain will be completely shut down, especially the automobile industry; He Xiaopeng, chairman of Xiaopeng Motors, also said that if Shanghai and the surrounding supply chain companies cannot find a way to dynamically resume work and production, all Chinese automakers may have to stop work and production in May.
Although Yu Chengdong and He Xiaopeng, the two bigwigs, said that the domestic automakers (automobiles) will stop work and production after May is too pessimistic, and many experts pointed out that the situation is not so absolute, it is enough to see the current situation that the entire enterprise industry urgently needs to resume work and production.
After all, car companies rely on inventory to maintain normal production in the case of interruption of parts replenishment. Even if there is a possibility of normal production by finding alternative channels to supplement production resources such as accessories, considering the development of the epidemic situation in Shanghai, if it cannot resume work and production in the long run, it will also bring more and more long-term negative effects to the Chinese automotive industry.
The truth is that the negative effects are already there.
The single-month automobile production and sales in March both pointed to a double-digit decline, which has been the most intuitive impact of the suspension of the automobile industry chain in Shanghai and other regions. In this month, Shanghai-based automakers SAIC Motor and Tesla, parts suppliers Aptiv and Bosch... The entire automotive industry chain is caught in the quagmire of suspension of work and production.
It should be known that Shanghai is one of the largest production bases in the automotive industry chain in China. According to the data, Shanghai's automobile production in 2021 was 2.8332 million units, accounting for 10.7% of the total national automobile production of 26.528 million units. In 2021, Shanghai will sell 638,000 new vehicles, which is also in the midst of a huge growth rate of more than 10%.
The negative effects are continuing, but it is not easy to resume work and production.
Not to mention that the trend of the epidemic is not clear, let alone the resumption of work and production is a very complex process, involving a series of problems such as epidemic prevention, logistics, energy security, and equipment technology, which will make the task of resuming work and production arduous.
"We believe that the current resumption of work and production is a process of experimentation, and it is also a gradual process to do this." The above-mentioned insiders said that the group and enterprises will actively seek the government to fight.
Fortunately, at present, the Ministry of Industry and Information Technology has sent a working group to Shanghai forward to concentrate resources on prioritizing the resumption of work and production of 666 key enterprises in key industries such as integrated circuits, automobile manufacturing, and equipment manufacturing according to the "white list" set up to ensure the operation of key enterprises. Starting from the "Notice" of the Shanghai Automobile Group, perhaps the good news of the Shanghai regional automotive industry chain is coming.
| Li Sijia |
Leader of the anti-parsley alliance and long-time occupier of the first floor of the commune