According to a "white list of the first batch of key enterprises" obtained by the reporter of the Economic Observer Network, Pu Zhenyu disclosed that 666 key enterprises in Shanghai were included in the list, of which 298 were in a state of suspension, accounting for 44.7%. Among the 298 key enterprises that stopped production, 213 were supporting enterprises belonging to the automobile industry chain, accounting for 71.4%. Among them, as many as 21 of the world's top 100 auto parts companies such as ZF, Denso, Schaeffler, Continental, and Faurecia have been affected.
On the evening of April 16, the Shanghai Municipal Commission of Economy and Information Technology officially issued the guidelines for the prevention and control of the epidemic in industrial enterprises resuming work and production (hereinafter referred to as the "guidelines"), which include five major aspects: enterprises implementing the main responsibility, implementing the classification management of places, strengthening the management of enterprise employees, strengthening logistics management and epidemic prevention material reserves, and doing a good job in emergency response plans and work guarantees. With the release of the guidelines, Shanghai's auto industry, which has pressed the pause button due to the epidemic, is about to restart.
Previously, Wang Jiangping, member of the party group of the Ministry of Industry and Information Technology, vice minister and head of the Shanghai Forward Working Group, held a video conference to study the establishment of an emergency coordination mechanism for the supply chain demands of the industrial chain, set up a "white list" of key enterprises in the field of industry and informatization, and concentrate resources to prioritize the resumption of work and production of 666 key enterprises in key industries such as integrated circuits, automobile manufacturing, equipment manufacturing, and biomedicine.
According to the Economic Observer Network reporter, the "first batch of key enterprises white list" information is reliable, and its source is a red-headed document issued by the Office of the Shanghai Municipal Leading Group for the Prevention and Control of the Novel Coronavirus Pneumonia Epidemic. The list submitting units are the local competent departments in Shanghai, including the Shanghai Municipal Commission of Economy and Information Technology.
Among the 213 supporting enterprises in the automobile industry chain that stopped production, 94 were located in Jiading District, accounting for 44.1%; 50 were located in Pudong New Area and Lingang New Area, accounting for 23.%, and the remaining 69 were located in Baoshan District, Fengxian District, Chongming District, Jinshan District, Jing'an District and other other regions.
Jiading is the oldest automobile industry agglomeration area in Shanghai, and from January to November 2021, the "new four modernizations" of automobiles in Jiading District achieved a total output of 111.7 billion yuan. According to the plan, by 2025, the output value of new energy vehicles in Jiading District alone will reach 100 billion yuan. According to the plan, by 2025, the output value of new energy vehicles in Jiading District will reach 100 billion yuan.
Different from Jiading, Lingang New Area is a new automobile industry city that has risen rapidly in recent years with the settlement of Tesla's Shanghai factory, and has gathered about 100 automotive industry chain enterprises such as Tesla, SAIC, Ningde Times, and Horizon. According to the data, the industrial scale of new energy intelligent networked vehicles in Lingang New Area will exceed 60 billion yuan in 2020.
According to the Economic Observer Network reporter, the discontinued automotive industry chain enterprises involved 21 of the "2021 Global Auto Parts Enterprises Top 100", including Magneti Marelli, Japan SL, Bentler, Amber Fu, Eberher, Autoliv, Schaeffler, Courtex Desiron, Curlis, British Bondi, Valeo, ZF, Continental, Mahler, Denso, Joyson Electronics, Sumitomo, Hella, Faurecia, the United States Lear, Yanfeng.
Key enterprises in Shanghai to resume work
As a subsidiary of SAIC Huayu Automobile, Yanfeng ranked 17th in the top 100 auto parts in the world, and the number of subsidiaries with the largest number of discontinued companies was 7, namely Shanghai Jixiang Automobile Roof Trim Co., Ltd., Yanfeng Automotive Intelligent Safety System Co., Ltd., Yanfeng International Seating System Co., Ltd., Shanghai Yanfeng Jinqiao Automotive Trim System Co., Ltd., Yanfeng Bio-Bio-Automotive Exterior System Co., Ltd., Yanfeng Bio-Bio-(Shanghai) Automotive Exterior System Co., Ltd., Shanghai Yanfeng Automotive Exterior System Co., Ltd.
Among the top 100 foreign-funded parts enterprises, Fagua, ranked eighth in the world, is mainly engaged in the Department of Automotive Seating and Emission Control Technology, and there are also 4 subsidiaries of the company that have stopped production this time, namely Shanghai Faurecia Automotive Seat Co., Ltd., Shanghai Faurecia Red Lake Exhaust System Co., Ltd., Saiassen Automotive Systems (Shanghai) Co., Ltd., and Faurecia Exhaust Control Technology (Shanghai) Co., Ltd.
In addition to the 21 global top 100 parts and components companies, there are also some leading enterprises at the global level of the automotive industry chain, and their subsidiaries in Shanghai have also suffered production stoppages. For example, the "white list" shows that Ruiting Times (Shanghai) New Energy Technology Co., Ltd. and Innafa Automotive Sunroof System (Shanghai) Co., Ltd. are also in a state of suspension, and behind these two companies are the world's no.1 power battery supplier CATL Times, and the world's second-ranked automotive sunroof system supplier Netherlands INALFA.
It is worth noting that in addition to parts companies, as a vehicle manufacturer in the "white list" key enterprises, Tesla, SAIC Volkswagen and SAIC-GM are also currently in a state of suspension. According to the list documents, tesla applied for protection because of "discontinued enterprises that must resume work." The reason why SAIC Volkswagen and SAIC-GM applied for protection is "economic support category".
In the SAIC Group system, SAIC Volkswagen and SAIC-GM are the pillars of the Group's performance from the perspective of sales volume and profit contribution, and they are also an important source of profits and taxes in Shanghai. In terms of sales, in 2021, saic-volkswagen and SAIC-GM's cumulative sales were 1.242 million units and 1.331 million units, respectively, accounting for nearly one-half of SAIC's total sales in the same period. In terms of revenue and profit, in the first half of 2021, SAIC Volkswagen's revenue and net profit were 65.922 billion yuan and 2.885 billion yuan, respectively, and SAIC-GM's revenue and net profit were 79.291 billion yuan and 2.347 billion yuan, respectively.
At present, SAIC Motor has entered the preparation stage for resuming work. According to the latest news on April 17, since April 18, SAIC Motor's passenger cars, SAIC Volkswagen, SAIC GM, Huayu Automobile, Anji Logistics and other vehicles, parts and logistics enterprises under SAIC Group have focused on personnel support, supply chain support, logistics support, closed production management and epidemic prevention measures, and launched the stress test of resuming work and production. In the future, SAIC Motor will comprehensively consider the trend of the epidemic situation, stress test results, etc., and formulate a further dynamic plan for the resumption of work and production.