Everything will be difficult under the epidemic, but everything will be fine.
"Without this pandemic, I would have been an employee at Tesla's Shanghai factory." Abu (pseudonym), who was postponed due to the epidemic, finally decided to give up a job opportunity at Tesla's Shanghai factory. "I can't afford to wait, my relatives helped me contact new job opportunities in my hometown, and Shanghai didn't go." Abu told China News Weekly with regret.
Compared with Abu, who finally chose to work in his hometown, Jiang Tao (pseudonym), who waited in Shanghai for his formal entry, seemed a little anxious. "I rented a house in March, but my entry was postponed because of the epidemic. Every day I was in Shanghai was 'light in and out', and the pressure was very high. Jiang Tao said, "At present, I have not received the entry notice, and I am eager to go to the factory to 'play screws' and 'lay on the floor'." ”
On April 15, the Ministry of Industry and Information Technology issued a document to set up a "white list" of key enterprises in the field of industry and informatization to ensure the resumption of work and production of 666 key enterprises in key industries such as integrated circuits, automobile manufacturing, equipment manufacturing, and biomedicine. The "white list" accounts for the largest proportion of upstream and downstream enterprises, including SAIC Passenger Cars, SAIC Volkswagen, SAIC-GM, Tesla (Shanghai), etc.
On April 18, enterprises including SAIC Passenger Vehicles, SAIC Volkswagen, and Anji Logistics opened a stress test for resuming work and production. On April 19, SAIC Motor rolled off the production line for its first vehicle at the Lingang Passenger Vehicle Factory under the stress test of resuming work and production.
Image source: Tesla
On April 17 and 18, Tesla's 8,000 employees returned to the factory one after another, and the battery and motor workshop resumed production on the morning of the 19th. Song Gang, senior director of production and manufacturing at Tesla Gigafactory, said: "We will gradually climb production capacity in the next 3 or 4 days to the overall single shift full production. It is understood that the current spare parts reserve of Tesla's Shanghai gigafactory can meet the weekly usage.
The resumption of work by OEMs has brought good news to the industry. However, according to the actual understanding of China News Weekly, in the automotive industry chain with Shanghai as the core, more than half of the front-line employees are still unable to resume work because they have not completely lifted the quarantine or for various reasons, and most factories after the restart do not currently have full production conditions.
At the same time, due to the obstruction of transportation in many places, the logistics cycle is prolonged, and the shortage of spare parts still exists. Some enterprises lack parts, while some enterprises cannot ship parts after production, and warehouses are piled up. For the automobile industry, which "cannot produce without a single part", it may only be able to maintain a "low-level operation" state for a considerable period of time in the future.
"Restarting" is not easy
Since mid-to-late March, about 1,000 industrial enterprises above designated size in Shanghai have maintained a closed production state. Zhang Hongtao, chief engineer of the Shanghai Municipal Commission of Economy and Information Technology, said that the resumption of work and production should be dynamically adjusted with the epidemic prevention and control situation.
At present, the automobile industry, which was suspended due to the epidemic in Shanghai and Changchun, has finally pressed the "restart" button. But it will take time for the auto industry to recover.
Image source: Screenshot of Ye Chunlei's circle of friends
"Today, with the white list of red-headed documents and rework notices to go to various communities to fish for people, there is almost no success, and the property and neighborhood committees do not recognize it at all, because the policy publicity and implementation of the lower-level government have not yet been in place, and in fact, there are still a lot of procedures to be done." Ye Chunlei, sales director of Shanghai Daimei Shares of auto parts company, said that according to the statistics of Shanghai Daimei Shares, less than 40% of employees can meet the working conditions (buildings and themselves are negative for seven consecutive days). "According to this situation, I think it is good to reach a small-scale operating rate of 30% by the end of next week, and it is at least after May Day that I want to resume work on a large scale."
Some SAIC employees told China News Weekly that they can't go downstairs for the time being and are still in unified home isolation, but the nucleic acid has stopped, and it may not be too long before returning to work, but before receiving the official notice, everything is full of unknowns.
A similar situation exists in Changchun, 2,000 kilometers from Shanghai. "At present, I am still working from home, and according to the regulations of the community, we cannot go downstairs except for centralized nucleic acid testing." Employees of the FAW Group in Changchun told this magazine.
It is not only the question of whether employees can come to work, because it is still in the critical period of anti-epidemic, there are also strict conditions for the promotion of the resumption of work.
According to the "Guidelines for the Prevention and Control of the Epidemic in Shanghai Industrial Enterprises resuming Work and Production (First Edition)" issued by the Shanghai Municipal Commission of Economy and Information Technology on the evening of April 16, enterprises resuming work need to do a good job of daily health monitoring and registration of all employees, adhere to two tests a day, do antigen testing in the morning, and do nucleic acid testing at night. At the same time, the physical isolation between the various regions is realized, the "two points and one line" management of the workplace and residence is implemented, and all personnel work and stay in the designated positions to minimize direct contact between different regions.
For employees who return to the front line, the first thing they need to adapt to is to eat and live in the factory. "I don't know how long I'll be staying in the factory, mainly because I don't have a place to take a shower." Some SAIC employees revealed that the resumption of work and production will issue sleeping bags to employees, but employees cannot come out of the factory temporarily, and it is inconvenient to take a bath in the factory.
"This is the first time I've been working on the floor in a factory, and I haven't been resting well, and the purring at night has been repeated." Some auto parts manufacturer employees said he had been living in the factory for almost a month. "There is no privacy in collective life, but there is no way at present, and I hope that the epidemic will end soon."
The curse of logistics
"Our factory warehouse is full of Tesla steering knuckles, and there is no place to put it in the factory area." An employee of an auto parts company told China News Weekly, "At present, Shanghai has started construction, but logistics are reluctant to go." ”
"Due to logistics and other reasons, the impact of the epidemic on the automotive industry chain will continue for some time." Industry insiders said, "Even if some companies have started to resume work and production conditionally, it is difficult to restore the production scheduling plan to the pre-epidemic situation in the short term." ”
"Affected by the epidemic in Shanghai and other places, the transportation of core parts and components has been blocked, which has a relatively large impact on our production plan." Dongfeng Nissan said that although it is far away in Huadu, Guangzhou, some of Dongfeng Nissan's production lines have also stopped production since April 13.
According to data from the Ministry of Transport, as of 24:00 on April 12, 517 toll stations were closed on highways in various provinces (autonomous regions and municipalities), accounting for 4.79% of the total number of toll stations; a total of 283 service areas were closed, accounting for 4.28% of the total number of service areas. This has a great impact on the logistics and transportation of auto parts.
According to incomplete statistics, there are more than 600 auto parts enterprises above designated size in Shanghai, including well-known auto parts enterprises such as Bosch, ZF, Michelin, MAHLE and other well-known auto parts enterprises, plus small and micro enterprises, and there are more than 20,000 auto parts enterprises in Shanghai. This has led to the reduction of production capacity of many automobile companies in the country, in addition to the vehicle manufacturing enterprises in Shanghai, which have been affected by radiation.
Therefore, He Xiaopeng, chairman of Xiaopeng Motors, and Yu Chengdong, managing director of Huawei, CEO of consumer BG, and CEO of smart car solution BU, will post on social platforms one after another, saying that if the supply chain in Shanghai and the surrounding areas cannot find a way to dynamically resume work and production, all Chinese OEMs may have to stop work and production in May.
However, the good news is that the resumption of work policy is constantly improving, and the companies in it are also actively coordinating.
Tesla is actively promoting the resumption of work and production of more than 100 parts manufacturers with the help of relevant state departments and the Shanghai Municipal Commission of Economy and Information Technology, and smoothing logistics. Some provinces and cities in the Yangtze River Delta also actively support the resumption of work and production of enterprises, for example, Taizhou City, Jiangsu Province, supports tesla companies to resume work and production of local supply chain enterprises and apply for transportation passes.
On April 19, Luo Junjie, spokesman for the Ministry of Industry and Information Technology, said at a press conference of the State Council's new office that multiple measures should be taken simultaneously to ensure the smooth and stable supply chain of the industrial chain. "We must improve the 'white list' system of the key industrial chain supply chain, establish a daily scheduling mechanism for leading enterprises in key industrial chains involving the national economy and people's livelihood, such as automobiles, integrated circuits, consumer electronics, equipment manufacturing, agricultural materials, food, and medicine, and give play to the role of the smooth coordination platform of the industrial chain supply chain." We insist on treating all kinds of enterprises equally and supporting them. Guide local industrial and information technology authorities to refine the epidemic prevention and control guidelines for industrial enterprises, organize production in accordance with 'one enterprise, one policy' and 'one park and one policy', actively and steadily and orderly promote the resumption of work and production of key enterprises, including guiding local governments to simplify the approval process and make full use of the role of big data to promote more workers to resume work and production. We will strengthen departmental linkage and policy coordination, timely coordinate and solve problems and demands in enterprise logistics and transportation, and strive to achieve 'raw materials can be transported in and products can be transported'. ”
The national video conference to ensure the smooth flow of goods and promote the stability of the industrial chain supply chain also clearly proposed that the truck driver should implement the measures of "chasing after the pick and go" + "closed-loop management of personnel", and the truck driver who stays for no more than 4 hours is not allowed to give the code "with the star".
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