I don't know how many people remember the fact that gac car Weilai's very strange BOM cost list was announced before, you can take a closer look at the types of subdivisions at that time, including intelligent network connection, three-electric system, interior and exterior decoration and body chassis. The biggest job of a vehicle company in manufacturing and purchasing is to ensure that these parts can be smoothly taken back to the warehouse, and then scheduled according to the production plan.
Figure 1. GAC NIO's BOM meter
Since Shanghai has a very complete auto parts industry chain, together with the parts manufacturing base in the Yangtze River Delta, it has delivered enough cost-effective parts to China's auto industry. The following is a survey of the product supply chain based on the SAIC group system.
Table 1. The first batch of parts and components enterprises (Shanghai)
What we see above is almost all Tier 1 suppliers to the automotive industry, and since there is a Yangshan deep-water port on one side of the Donghai Bridge in Shanghai, the cargo throughput of Yangshan deep-water port is 22 million containers. In the chain of Shanghai's automobile industry, a large number of containers belong to primary and secondary parts enterprises every day, which are unloaded from the port and transported to factories in the Yangtze River Delta through the developed highway network in the Yangtze River Delta. In the automotive industry, various raw materials (plastics, metals, nylon, chips and even screws) are assembled and processed by factories in the Yangtze River Delta and supplied to the entire Chinese automotive industry chain.
As in the above list, the Shanghai industrial chain has a large number of foreign-funded, joint venture and private auto parts enterprises, Bosch, ZF, Aptiv and SAIC parts company and other more than 100 enterprises, they are producing a variety of auto parts, first-tier suppliers need to wait for secondary suppliers of materials, secondary suppliers are from the entire industrial chain to obtain basic raw materials, all links are dependent, the entire transportation link of the beat is not right, the entire Chinese automotive industry will be cut off, the method of assembly.
Therefore, the old conference of Xiaopeng and Huawei jumped out, because the real urgency is the giant of traditional cars, their daily losses are very large, and they do not rely on extremely limited closed-loop production, which simply cannot solve the problem.
I think a lot of things come at a cost. We had difficulties and it took a long time to recover, and during the recovery process we were very weak and emotional to stay at home. The automotive industry is very fragile, late to a certain stage, not want to save can be saved, these losses superimposed before the chip famine brought about the loss of the whole vehicle operation, my personal judgment has reached a very weak stage.