As one of the largest automobile clusters in China, the epidemic in Shanghai continues to ferment and is intensifying. Just last night, He Xiaopeng sounded the first alarm of 2022: the domestic automobile industry may face a complete shutdown.
On the evening of April 14, He Xiaopeng, founder of Xiaopeng Motors, posted on Weibo, "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." After saying that, He Xiaopeng did not forget to attach a crying expression.
For He Xiaopeng's remarks, netizens have also expressed their own views.
This morning, Yu Chengdong, CEO of Huawei's smart car BU, quoted He Xiaopeng's remarks and said: Indeed! If we continue 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. ”
According to the National Health Commission, at 0-24:00 on April 14, 31 provinces (autonomous regions and municipalities directly under the Central Government) and the Xinjiang Production and Construction Corps reported 3,472 new local cases, including 3,200 in Shanghai and 20,694 new cases of local asymptomatic infection, including 19,872 in Shanghai. Judging from the data, more than 90% of the new daily confirmed cases come from Shanghai, and the severity of its epidemic prevention and control can be imagined.
Affected by the epidemic, Dongfeng Nissan's factories in many parts of the country have temporarily stopped production. According to the first financial report, the production line schedule of Dongfeng Nissan insiders shows that from April 13, some production lines of Dongfeng Nissan Guangzhou Huadu Factory have begun to stop production, while the first, second and third lines have all stopped production from the 14th to the 19th, and will resume work on the 20th of this month. For the reason for the temporary suspension of production of Dongfeng Nissan factory, the relevant person in charge of Dongfeng Nissan said that it is mainly affected by the epidemic in Shanghai and other places, such as 83 suppliers in Shanghai, most of which are electronic products, and they are all core component manufacturers. In addition, the person in charge also said: "Because of the epidemic in Shanghai, the surrounding logistics cannot be arranged normally, which has a relatively large impact on our production plan." ”
In fact, due to the impact of the epidemic and supply chain and other factors, after entering March, a number of car companies have announced the suspension of production and production, including Tesla, BMW Brilliance, SAIC-GM, SAIC Volkswagen, FAW-Volkswagen, Weilai Automobile and Great Wall Tank brand.
So, why can the epidemic prevention and control in Shanghai directly affect the national automobile industry? The Yangtze River Delta region is a key area of the mainland automobile industry, with a sound layout of the automobile industry chain, and Shanghai is also a central city integrating import and export, sales and research and development, and its important position is self-evident. Since the vehicle manufacturing industry is quite developed, Shanghai and its surrounding areas also have a fairly complete automobile supply chain system.
Under normal circumstances, in the complex and lengthy automotive industry supply chain, often around the leading vehicle enterprises to build the automotive industry chain, Jilin, Shanghai are the location of FAW, SAIC, the two places of automobile production are ranked in the top three in the country. Among them, Shanghai is the core hub of China's high-end auto parts enterprises, and plays an important role in the mainland auto industry around the Supply Chain of the Yangtze River Delta automobile industry in Shanghai.
From the perspective of the industry law of parts and components, in general, large parts and accessories will choose to be produced nearby, while some small and fine core parts will be centrally purchased, bosch, Aptiv and other multinational parts companies many important parts are produced in the Yangtze River Delta, so the supply chain impact will affect other parts of the country car companies. In addition, the automotive supply chain system is often composed of top-down auto companies, first-tier suppliers, second-tier suppliers, third-tier suppliers, etc., one of which is affected, which may affect subsequent supply partners.
For example, Bosch, one of the world's largest automotive suppliers, has set up its Chinese headquarters in Shanghai and has auto parts production plants in Suzhou and Wuxi. At the same time, NXP, Qualcomm and other major automotive suppliers of electronic components will also set up R&D, sales and other departments in Shanghai. In addition to Bosch, Aptiv, the largest wiring harness supplier in China, has a number of production bases in Jiading District, Shanghai, and is an important wiring harness supplier for Tesla, SAIC-GM, SAIC-Volkswagen, SAIC-Volkswagen, SAIC, FAW, Chery, Great Wall and other vehicle manufacturers, while other wiring harness suppliers Kunshan Huguang, Suzhou Portney and Shanghai Jinting all have factories in Shanghai. In other words, the current epidemic situation in Shanghai is in a severe period, and the suspension of production of parts suppliers will directly lead to the obstruction of production of automobile manufacturers, which is also the direct reason why He Xiaopeng and Yu Chengdong have sounded the supply chain danger alarm respectively.
As an automobile industry with a long industrial chain and strong synergy, the continuous epidemic has indeed had a certain impact on automobile production. According to statistics, since March this year, a number of OEMs, including BMW, FAW Group and Tesla, have stopped production due to the epidemic. On April 9, WEILAI issued a statement saying that due to the impact of the epidemic on the supply chain, vehicle production was suspended; on April 14, the tank brand official of Great Wall Motor announced that due to the impact of the epidemic in many places, the tank 300 model involved a total of 8 supplier partners to stop work and operation, and the current tank 300 model affected by this was suspended from April 14;
According to relevant documents, SAIC Motor is promoting the resumption of work and production, and plans to feedback the resumption of work on April 17 and start the stress test of resuming work and production on April 18. For returning employees, nucleic acid testing is required every 48 hours. In response to the above rumors, SAIC Motor said, "SAIC Motor has set a time target for resuming work and production, but there may be adjustments according to the control of the epidemic situation and its own preparations." At present, in accordance with the requirements of the government, we must cooperate with the epidemic prevention, and at the same time maintain and transform the equipment, and carefully make relevant preparations to meet the production conditions under the epidemic prevention conditions. In addition, SAIC-GM-Wuling said: "The company is currently flexible production through flexible adjustment of various bases, production lines and product varieties to minimize the negative impact of the epidemic." ”
In response to the voices of He Xiaopeng and Yu Chengdong, Cui Dongshu, secretary general of the Association, said, "It should not be (a total suspension of production), see how to save yourself." Cui Dongshu said that the epidemic in Shanghai and other places is expected to bring 20% of the production reduction loss to the domestic automotive industry. At the same time, the "Jiangsu and Zhejiang Emblem" zone with Shanghai as the core is also the core area for the supply of core auto parts, and the epidemic in Shanghai will have a greater impact on the supply of key parts in the automotive industry.
On April 11, the Equipment Industry Development Center of the Ministry of Industry and Information Technology issued the "Notice on the Launch of the 'Automotive Industry Chain Supply Chain Smooth Coordination Platform'". According to the Notice, in order to further ensure the smooth supply chain of the automotive industry chain, entrusted by the First Department of Equipment Industry of the Ministry of Industry and Information Technology, our center officially launched the "Automotive Industry Chain Supply Chain Smooth Coordination Platform" on April 11, 2022 to help the automotive industry chain supply chain enterprises timely feedback and solve practical difficulties.
It should be noted that the recurrence of the epidemic still makes the task of stable growth of domestic automobile production and sales arduous. The China Automobile Association said that looking forward to the situation throughout the year, affected by the macro-economy, the development of the automotive industry is facing the triple pressure of demand contraction, supply shock and weak expectations. Local governments should refine the national policies and measures on stable growth as soon as possible, and enterprises should continue to actively take effective countermeasures, while suggesting that government departments introduce policies and measures to promote automobile consumption, including the previous effective purchase tax halving policy.
After experiencing a chip shortage since 2021, China's automotive industry is once again facing a challenge, that is, the impact of parts production in the Pearl River Delta region of the Yangtze River. For the Chinese market, under the influence of the epidemic and the supply of parts, automobile production will become the norm, but the impact of the Shanghai epidemic on the domestic automobile market is unprecedented. As for how much damage the epidemic will eventually bring to the entire automotive industry, it also depends on the time for enterprises to resume normal operations. Of course, we must also be full of confidence in the country, China has sufficient experience in epidemic prevention, and the implementation of various places is more handy, and after experiencing this incident, the layout of China's automotive industry will be more perfect.
According to the latest data from the Association of Passenger Vehicles, retail sales of narrow passenger cars fell 10.5% year-on-year to 1.579 million units in March, while cumulative retail sales of narrow passenger cars fell 4.5% year-on-year to 4.915 million units in the first quarter. Due to the "comprehensive standstill" of Shanghai, Changchun, Shenyang and other cities, the sales of car companies in their cities have fallen sharply, of which FAW-Volkswagen fell by 40.2%, SAIC-Volkswagen fell by 34.5%, SAIC-GM-Wuling fell by 17.8%, SAIC-GM fell by 40.5%, and Dongfeng Nissan fell by 33.5%. According to the analysis of the Association, the consumption momentum under the influence of the epidemic has weakened, and the retail sales of the automobile market in April are expected to be significantly lower than in March.
Source: Automotive Industry Concern
WeChat public number: used car wisdom Pan Pan (id: carman228)
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