Raw materials can not come in, goods can not be delivered, the automobile industry back on track urgently need "pass"

"We are coordinating the pass with the Commerce Bureau, and if the pass comes down, it will be able to leave for the bus in two days, and the pass will be coordinated with the transportation departments of various provinces." An insider of a car company in the northeast epidemic area told the first financial reporter on April 18 that today there was a meeting to discuss the resumption of work and production, but it was still difficult to fully resume production.

Since March, due to the impact of the epidemic, many car companies and parts companies have stopped production, which has impacted the automotive industry chain. At present, some automotive industry production enterprises in the epidemic area have begun to resume production, but most enterprises have not fully resumed production. The first financial reporter learned from the automotive industry that a certain autonomous driving harness chassis supplier located in Jiangsu and Zhejiang regions is currently facing three main problems, one is that the logistics receiving and sending cycle is extended, and the arrival of production parts is not timely; the second is that some personnel need to be isolated at home; the third is that customer visits are restricted.

In addition, due to the decline in automobile production, the impact of the automobile terminal market has also begun to appear, and the supply of vehicles in many 4S stores is tight. However, even if the production of luxury cars is greatly affected, there are still certain preferential treatments.

Parts and components companies are under pressure

"Most of our materials are from Shanghai, have been out of supply, now can only be in stock of materials for production, delivery can still be maintained, but no raw materials is a big problem." In addition, some customers are in the epidemic area and are temporarily unable to deliver. An insider of an auto parts company in Ningbo told reporters.

According to a survey report released by the Ningbo Automobile and Parts Industry Association on April 16, in the recent survey of more than 100 parts companies, 50% to 60% of the auto parts companies were affected by the epidemic in Shanghai and Jiangsu, and 10% to 20% were affected by the epidemic in Changchun, Guangzhou, Shenzhen, Chongqing and other countries. Among them, the affected enterprises include more than 50 auto parts enterprises such as Gaofa, Shuai Telong, Kabeiyi, Jifeng, Konuo, Luxiang, Changyang, Yumin, Moduo, Zhedong, Hongbo, Mingwang and Ninghe. In addition, the oem Geely was affected by the epidemic in Changchun, Shanghai, Jiangsu, Shenzhen and other places, suppliers stopped production and operation, and some geely factories have been stopped, with large losses. These companies pointed out that the top priority is to open up the logistics and transportation of Kunshan in Suzhou. Hemei Automobile also pointed out that some suppliers stopped work and production, and the supply could not keep up. There are also some enterprises that affect the production line due to the lack of manpower due to the company's control or the isolation of some employees.

The impact of the epidemic includes the extension of the logistics receiving and receiving cycle, the rise in the price of raw materials and the inability to come in, the extension or inability of customers to deliver, and the increase in logistics costs. In addition, due to the shutdown of some OEMs, the order volume has decreased, which has put great pressure on parts and components companies that were not highly profitable. However, some auto parts companies are not greatly affected by inventory, and if the epidemic is not controlled as soon as possible, they will eventually face suspension of work and production.

"We have outsourced processing, and The Kunshan side has stopped production and work due to the epidemic." We are currently in stock, but if the supplier has not been unsealed, we will also stop production and work. An insider of an auto parts company said.

The reporter also learned from the above-mentioned auto industry people that due to the large number of customers in Shanghai, some auto parts companies have reduced orders, while market development has been blocked; there are also parts companies that have problems in delivery and travel and financing. In addition, some auto parts suppliers believe that the biggest problem is the blockage of the high-speed port, the raw materials cannot be brought in, the goods cannot be delivered, and the logistics problem needs to be solved urgently.

In a research report released by CSI Pengyuan, it was pointed out that the automotive supply chain involves eight major manufacturing systems, tens of thousands of parts, and the supply chain is long and the management difficulty is high. At the same time, the upstream and downstream of the automotive industry implements a strict product certification system, and it is difficult to switch suppliers in the short term. As an important town in the automobile industry, the production of local auto parts manufacturers in Jilin and Shanghai is limited, which in turn affects the production of downstream manufacturers in other regions and has an impact on the national automotive supply chain system.

Auto terminal prices are facing an increase

"There are not many existing cars, no more than three existing cars per model, and some models have only one existing car, which is placed in the exhibition hall." Zhang Feng (pseudonym), sales director of a Lexus 4S store in the Beijing area, told reporters. On the one hand, due to the impact of the epidemic at home and abroad, Lexus production is limited; on the other hand, the problem of chip shortage has always existed, which has also led to a shortage of vehicles.

Zhang Feng told reporters that although the Beijing area is not greatly affected by the epidemic, some consumers in Hebei will come to Beijing 4S stores to see cars and buy cars, and the epidemic has made it impossible for consumers in Hebei to come to the store, and the current consumer market environment is not active, so some preferential activities have been launched in mid-March. "Previously, some models of Lexus were sold at a premium. Now the discount is not very strong, but some models can give some discounts. Zhang Feng told reporters that if the car in the store is sold out, it will take about three months for the user to place an order and wait for the car.

The reporter learned from Mercedes-Benz, BMW and Audi 4S stores in Beijing that there are currently many models with certain preferential treatment, and some models have existing cars, but there are not many existing cars. "There may be fewer models next month, so the discount is likely to be tightened." The sales manager of a BMW brand 4S store told reporters that due to the shortage of vehicles, there is no model of the existing car, and the customer puts forward the demand and will allocate resources according to the production plan, but the cycle of the car is extended compared with before.

"Since the shortage of chips last year, the problem of tight car supply has often existed. In previous years, the sales volume of our store could reach about 300 vehicles a month, and now due to the problem of vehicle source, the sales volume in a month is less than 200 vehicles. The sales manager of the above-mentioned BMW brand 4S store told reporters.

It is worth noting that due to the impact of the epidemic, luxury car production fell sharply in March. Data released by the Association shows that luxury car production fell 31% year-on-year in March. Beijing Benz, BMW Brilliance and other declines are as high as double digits. BMW Brilliance said that since March 31, the company is strictly implementing various epidemic prevention and control measures while gradually resuming production at BMW's Shenyang plant in stages. However, FAW-Volkswagen's plant in Changchun has not yet reported the resumption of production.

For some enterprises in the epidemic area to gradually resume production, some car company insiders told reporters that it is still difficult to resume production. First, logistics problems, some parts of the field can not come in, the second is that personnel can not be gathered, only a small number of personnel can enter the factory.