Lead
Introduction
Musk is anxious to resume work and production for the sake of his career, and Li Bin exchanges green onions for salt for life - sure enough, human sorrow and joy are not the same.
Author 丨 Li Sijia
Responsible editor 丨 Du Yuxin
Editor 丨Zhu Jinbin
On April 16, it turned cloudy.
Today, the leaves in front of the door shook 1693 times, blowing off 486 leaves, and the birds in the trees called 167 times and flew around 196 times. There are 37 tiles in the kitchen, 268 tiles on the floor, and 35,214 grains of rice in the house... If it weren't for the delay in doing antigens, I would have counted more carefully.
The day of working from home has been more than half a month, this experience directly pulls the memory to the day of delayed resumption of work after the Spring Festival two years ago, and the difference is that at that time, we were around our parents, we could be a small follower who ate and drank without worry, this time it was different, we could only rely on our own efforts to become the "leader of the group", get up early to grab vegetables, and constantly face the line with living materials.
In addition to running for life, as a member of the automotive industry, naturally we will not forget to pay attention to the dynamics of the car circle all the time.
For example, when will OEMs resume work and production? Chip supply problems or is it not the same as the big problem? Which one's sales are frequently highlighted? Which new product is coming soon?
When it comes to resuming work and production, there are really rumors of this file.
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.
Later, it was confirmed that SAIC Motor did have plans to resume work and production, but how and when to implement it also needed to be decided according to the trend of epidemic prevention and control, and it was only in the preliminary arrangement of the project plan.
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.
In addition to SAIC Motor, Tesla in Shanghai has also stopped production in the control of the epidemic, and as for when to resume work, there is news on the Internet that Tesla's Shanghai factory will start closed-loop production, and employees have been notified to resume work.
Tesla has called employees in Shanghai to prepare for the resumption of work next week. It is reported that Tesla notified some employees on Friday that the company will start to adopt a closed-loop production method on April 17, employees will eat and live in the factory, conduct nucleic acid testing regularly, and Tesla will arrange buses to let employees who have received the notice return to the factory.
But Tesla has not responded to this.
Another news about the resumption of work in Tesla's Shanghai factory as early as mid-May was also denied by Tesla Tao Lin with the word "rumor". It is indeed too early to say that production resumed in mid-May, after all, there is still a one-month span in time.
At present, the Ministry of Industry and Information Technology has dispatched a working group in Shanghai to concentrate resources on priority to ensure 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" of key enterprises established to ensure the resumption of work and production. Somehow Tesla vetoed it so quickly.
On the other hand, relevant data show that as of April 17, Tesla's Shanghai factory shutdown will be as long as 3 weeks. Tesla's Shanghai plant has produced about 44,100 fewer vehicles since the shutdown on March 28, accounting for about 14.5 percent of Tesla's production last quarter, based on about 2,100 vehicles produced per day. Despite this background, Tesla China's sales in March were 65,814 units, and cumulative sales in the first quarter 182174, accounting for 58.8% of Tesla's global sales.
Here SAIC Motor Group plans to resume work and production, and Tesla is afraid of "igniting the fire" and does not talk about it.
However, it is a fact that shanghai under the static control of the whole region has suffered heavy losses in the relevant automobile industry chain. The data shows that the single month of automobile production and sales in March both pointed to a double-digit decline, which is the most intuitive impact of the suspension of the automotive 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%.
After reading these pessimistic data, this somewhat understands the views expressed by Yu Chengdong, CEO of Huawei Automobile, and He Xiaopeng, chairman of Xiaopeng Motors, that "if Shanghai cannot resume work and production, after May, all technology/industrial industries involving shanghai's supply chain will be completely shut down, especially the automobile industry".
However, it will be so easy to resume work and production.
In addition to ensuring the safety of returnees, it involves a series of problems such as epidemic prevention, logistics, energy security, equipment technology, etc., which will make the task of resuming work and production arduous.
In addition, even if you successfully return to work, the impact of this suspension on the automotive industry chain will not disappear immediately.
First, the price increase at the supply chain end, after the power battery, many related important parts have also begun to enter the price increase channel, for many core brands of the main model, the price increase can only be the only choice; the second is the logistics pressure, in addition to the continuous rise in costs, many places are not smooth to pass also bring efficiency problems. These have also adversely affected the scale of the resumption of work.
Therefore, the impact on the industry this year is still large enough to take a long time to alleviate.
By the way, when Tesla avoided talking about resuming production, Li Bin sent a message that he exchanged spring onions for a bag of salt during his stay at home. On the one hand, Musk is anxious to resume work and production for his career, and on the other hand, Li Bin exchanges onions for salt for life - sure enough, human sorrow and joy are not the same.
Therefore, even if Weilai Automobile announces a price increase, we seem to suddenly understand the fact that Li Bin wants to carry the result and cannot bear it. After all, in addition to exchanging green onions for salt, the epidemic has led to the suspension of production in the supply chain, and Weilai vehicles have also stopped production.
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| Li Sijia |
Leader of the anti-parsley alliance and long-time occupier of the first floor of the commune