Shanghai was forced to step on the "sharp brakes" this time, resulting in a chain reaction that is not small at all.
Author: Liang Zhihao
A few days ago, the tank brand under the Great Wall announced through official channels that the tank 300 model has entered a state of "suspension of production" from April 14.
The suspension of production is mainly affected by the epidemic in Shanghai, Jiangsu, Jilin and other places, resulting in as many as 8 suppliers of tank 300 models falling into a state of suspension and suspension. As the ace model of the current tank brand, the tank 300 can only be forced to suspend production.
In addition to the suspension of production, it is also affected by the epidemic in many places, many regions have suspended the shipment of new cars, the current tank 300 model in April the cumulative number of vehicles is only 2862 units, and the previous sales of nearly 10,000 vehicles are far from the previous sales, it is foreseeable that in the next few months tank 300 may once again fall into a car difficult to find.
Shanghai's suspension has become a "domino effect"
In the face of the current severe prevention and control situation in Shanghai, a large number of car companies set up in the local area are naturally the first to bear the brunt. Especially the entire SAIC Group, dragged down by the epidemic, the production and sales of new cars last month (March) were both hit – production fell by 16%, and sales fell by 10.11%.
Among them, the two aces of SAIC-GM and SAIC Volkswagen are also the most seriously affected. SAIC-GM's new car production in March was only 88,700 units, down as much as 31.3% year-on-year, while SAIC Volkswagen's three major factories were all set up in One of the "hardest hit areas" of the epidemic - Anting Town, Jiading District, Shanghai, although due to the "closed-loop" production implemented by SAIC Volkswagen, SAIC Volkswagen's production in March was not greatly affected, but if the situation does not improve as soon as possible, then I believe that the production plunge will be inevitable by SAIC Volkswagen.
Tesla, another car company also located in Shanghai, seems to be stirring up trouble after seeing SAIC Volkswagen ensure production through closed-loop management. After the previous three-week suspension of production, Tesla has also begun to circulate on the Internet that tesla is notifying its workers that it will resume the operation of the factory through closed-loop production on April 17.
During this time, in addition to receiving regular nucleic acid testing, employees must also live in the factory, and the closed-loop production time may be as long as 10-20 days.
For Tesla, the status of the Shanghai factory can be described as pivotal, in Europe Berlin factory is still in its infancy, the Shanghai factory currently occupies more than 50% of Tesla's production in the global market, in 2021 alone, the Shanghai factory contributed more than 480,000 new cars for Tesla, so the suspension of the Shanghai factory is obviously unbearable for Tesla.
Shanghai "brakes", rear-end rear-end
Some people may wonder, there is an epidemic in Shanghai, how can even Baoding car companies (the Great Wall) be affected? In fact, as an industrial product composed of countless parts, the absence of any part can lead to the inability of the car to be produced, so the dependence of the automobile industry on suppliers and supply chains is very large.
As a gathering place for car companies, Shanghai is also in the Yangtze River Delta region with convenient transportation, which naturally attracts a large number of auto suppliers to take root here, such as Bosch, the world's largest auto parts supplier as we all know, and set up its Chinese headquarters in Shanghai.
In addition to tanks, NIO, one of the representative brands of the new forces, announced on April 9 that it had been forced to stop production due to the supply of parts. The other two "new forces", Xiaopeng Motors and He Xiaopeng, the head of AITO (Huawei Motors), have also issued "appeals". He Xiaopeng said: "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." ”
Yu Chengdong, the head of Huawei Motors, also "agreed" in the circle of friends, saying that the suspension of the Shanghai supply chain will bring huge economic losses to the auto industry.
In response to this matter, Cui Dongshu, secretary general of the Federation, said that the comprehensive suspension of production should not be, but "at present, the epidemic in Shanghai is only affecting individual enterprises in Jiangsu and Zhejiang, if it continues, it may bring more uncertain impacts to the whole country, and we think it may bring 15% to 20% of the loss of production." ”
Shanghai was forced to step on the "sharp brakes" this time, resulting in a chain reaction that is not small at all.
The automotive market is facing a huge crisis?
Since last year, the auto market seems to have been unstable. The chip crisis has led to a large number of car companies forced to stop production or "reduce allocation", and this year it is not easy to catch a breath, metal materials, battery raw materials prices soared, and a large number of car companies, especially new energy car companies, have to make up for the rise in costs through price increases, which is just in a stable new energy vehicle market, it is another huge blow.
What's more, in addition to the two major auto industry centers that have stagnated, Shanghai and Jilin, guangzhou, a large city where spirit liquid car companies gather, has also suffered sporadic epidemics in recent days, and some areas have also been divided into medium and high-risk areas.
At the same time, in addition to production, the problems at the logistics level are also a major problem that car companies urgently need to solve, after all, in the current severe situation of epidemic prevention and control, most cities have adopted a strict attitude towards foreign logistics, whether it is cars or others.
In this regard, the China Automobile Association also said that in the face of the slowdown in the growth of China's automobile market, the impact of the epidemic and other double impacts, the task of maintaining stable growth in domestic automobile production and sales this year will become extremely arduous, and they also suggested that the government should consider re-introducing preferential policies for automobile consumption, such as halving the purchase tax and replacing subsidies for car purchases.
At the executive meeting of the State Council held on April 13, it was once again proposed to encourage automobile consumption, and all localities must not add new car purchase restriction measures, and have implemented incremental indicators for purchase restrictions, and support the consumption of new energy vehicles and the construction of charging piles.
According to statistics, there are currently 8 regions in the country to implement car purchase restriction policy, if you add up the number of people who are participating in the auction, lottery, queue, this number is as high as 7.8 million! This means that there is actually a market with a demand of up to 100 million yuan that has not yet been released, and relaxing the purchase restriction policy is undoubtedly a major "killing move" for stimulating the automobile market.
In general, although the impact of the epidemic on the domestic automobile industry is huge, given that the Current Chinese market still has huge development potential and strong policy intervention possibilities, this wave of shock may not be as terrible as everyone imagines.
(Some image source network)
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