The two major automobile groups resumed work, and there can be no slack in epidemic prevention and control
SAIC Motor motor announced that starting from April 18, SAIC Motor's saic motor passenger cars, SAIC Volkswagen, SAIC GM, Huayu Automobile, Anji Logistics and other vehicles, parts and logistics enterprises, focusing on personnel support, supply chain support, logistics support, closed production management and epidemic prevention measures and other areas, launched a stress test to resume 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.
Previously, FAW Group, an automobile company in another area seriously affected by the epidemic, has started to resume work, and all 5 OEMs in Changchun have resumed work, with a total of 7,438 people returning to work. It should be known that FAW Group is the economic pillar of Jilin Province, and in 2021, FAW Group will sell 3.5 million vehicles and have an operating income of 707 billion yuan. If FAW Group fails to resume work for a long time, the economic impact on Jilin Province, especially Changchun City, will be significant, even fatal.
Although Shanghai is the city with the strongest economic strength in China, with a large economy, strong economic strength and the strongest ability to cope with complex situations, SAIC motor's weight in Shanghai's economy is not light. According to the enterprise production and sales express report released by SAIC Motor, SAIC Motor's total sales volume in 2021 was 5.4635 million vehicles, although it decreased slightly, it is still an important force that cannot be ignored in Shanghai's economic growth.
More importantly, automobile companies are different from ordinary enterprises, and their driving force on the economy is very strong. According to the calculations of industry insiders, the driving force of automobile companies is 1:5, that is, an automobile company can drive five times its own economic growth, and the adverse impact of automobile companies due to the continuous suspension of production due to the epidemic is very large. Car companies stopped production, and all supply chain companies were affected. Conversely, if one of the supply chain companies suddenly stops production, it will also adversely affect the car companies and directly affect the entire supply chain enterprises. Therefore, the resumption of work and production of automobile enterprises has a very great effect on the operation of the entire economy.
However, judging from the actual situation of the current epidemic situation, the epidemic situation in Changchun has been basically controlled, the goal of "dynamic zero clearance" has been basically achieved, and the conditions for enterprises to resume work and production are basically met. However, the epidemic situation in Shanghai has not been fully controlled, and the number of new cases per day is still more than 20,000, so it is quite difficult to start the resumption of work, and if you are not careful, there may be a new chain of transmission and a new source of transmission. Therefore, for the FAW Group that has resumed work and the SAIC Group that has started the stress test for resuming work, there must be no trace of paralysis and laxity, and it is necessary to do a good job in epidemic prevention and control, implement closed-loop management more strictly, eliminate all sources of transmission, and cut off all transmission chains. Especially in Shanghai, the "prevention and control string" of the stress test for resuming work must be tightened, and it must be done at a level where it is better to let the string break than let the hand loose. Only when there are no problems in the stress test of returning to work can the resumption of work start smoothly. Otherwise, you have to wait. As a result, many supply chain companies around SAIC are in a state of suspension.
It is worth noting that in addition to the impact of the epidemic on the automobile enterprises, resulting in the supply chain enterprises forced to stop production, due to the impact of Shanghai, Jiangsu, Jilin and other places, some enterprises that provide parts for automobile companies have also been forced to stop production, which has also affected the vehicle enterprises, and Weilai announced on April 9 that the production of complete vehicles has been suspended. On April 14, Great Wall Motor's tank brand also issued an announcement that due to the impact of the epidemic in Shanghai, Jiangsu, Jilin and other places, the 8 supplier partners involved in the tank 300 model stopped work and operation, and the tank 300 model has been suspended from April 14.
Regarding the impact of the epidemic on the automotive industry and the entire supply chain, Yu Chengdong, CEO of Huawei's consumer business and CEO of Smart Car BU, posted in the circle of friends: "If Shanghai cannot resume work and production, all technology and industrial industries involving the Shanghai supply chain after May will be completely shut down, especially the automotive industry." He Xiaopeng, CEO of Xiaopeng Motors, said more pessimistically: "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." ”
It is precisely because of this that in the case that FAW Group has successfully resumed work and production, SAIC Can only face the epidemic situation is still relatively serious, use will to fulfill corporate responsibilities, use spirit to start the stress test of enterprise resumption of work, and maximize the resumption of work and production. If SAIC can resume work and production smoothly, it will not only play a huge role in SAIC and related supply chain enterprises, but also have great significance for the resumption of work and production of other enterprises in Shanghai. This also means that SAIC's stress test for resuming work has been given a very important significance, and it can only succeed, not fail.
Although the spread of Aomi Kerong is very strong and the speed of transmission is very fast, but because its toxicity is greatly reduced, therefore, the resumption of work and production in Shanghai and other places should be much better on the spiritual level than since 2020, and there is not so much fear. The key lies in how to do the work more carefully, plug all the loopholes that may appear, especially not to have any paralyzing and lax thinking, and truly achieve closed-loop management, then the resumption of work stress test work will certainly be successful, and the comprehensive resumption of work and production is just around the corner, thus laying a solid foundation for the comprehensive resumption of work and production of the entire automotive industry and all walks of life.