The day before the interview, Sun Yijiong (deputy general manager of SAIC Passenger Vehicles) had just returned home from the SAIC Passenger Car Anting base. For the first 20 days, he had eaten and lived in the company. The next to replace him was Yang Xiaodong (general manager of SAIC Passenger Cars).
"Now we are still doing business in each of our areas, including the Lingang factory, the Anting Design Center campus... All are the main leaders stationed on the front line. In this way, it will be more convenient to solve and coordinate some problems. ”
This intensive advance layout and the rotation of leaders are because 2022 is an important year of change and adjustment for SAIC Passenger Cars and the Roewe brand.
For example, if there is no epidemic, Roewe's new compact SUV, Whale, has now completed its listing at the Beijing Auto Show.
No matter from the name, shape, rich intelligent driving configuration, it can be easily seen that the whale car is a new attempt of Roewe this year.
Sun Yijiong said that the whale listing will now be roughly postponed to May.
NO.1
[ Bathing, transportation must be solved]
As the largest automobile company in Shanghai, SAIC motor appeared in the white list of 666 companies resuming work and production released by the Shanghai Economic and Information Commission on April 16. At present, the stress test of resuming work and production is underway.
As one of the first companies to prepare for the fight against the epidemic since mid-to-late March, SAIC Passenger Vehicles has also experienced a process of adequate preparation and frequent unexpected situations before the hope of resuming work and production has arrived.
Take the Anting base as an example.
In mid-to-late March, more than 500 R&D related personnel were identified to eat and live in the park for closed management and work. Those who did not participate in the closure moved their computers and workstations back home in advance.
In order to solve the problem of eating, sleeping and eating during the closure of more than 500 people, in a remote video link interview on April 21, Sun Yijiong (deputy general manager of SAIC Passenger Vehicles) said, "We have thought of many ways. ”
"About twenty or thirty bathing facilities were remodeled. It took 2 or 3 days to renovate the state of the shower hall without water heaters. "Also, drive the RV into the park because the RVs have showers.
More important is the issue of eating.
Sun Yijiong said a lot of energy was spent coordinating resources with local businesses and the government.
"You have to think that four or five hundred people, whether it is the ingredients or reserves for eating, are to be replenished regularly. The government is actually more supportive of us. ”
These 500 people, in fact, only achieved a 10% attendance rate of SAIC Anting Base. At the same time, problems that cannot be solved have always existed objectively, such as road testing of new cars.
However, none of the problems compare to the impact of logistics.
"For example, at the end of this year, we are going to produce a brand new car in the trial production stage, and many of the materials may be in the supplier's place, and a normal batch supply has not yet been formed, and it cannot be shipped."
In order not to affect the rhythm of new product launches as much as possible, manufacturers must work with logistics to tap resources, open passes, and so on... Pull the trial production materials over to ensure that the entire follow-up project can be carried forward normally.
If the problem of pulling the material over in the first step is solved, then there will be a series of cumbersome procedures waiting behind the whole vehicle.
"For example, when the train is shipped, you have to do a sanitize when you get to the parking lot, and after the sanitize, you have to sort it out, and after you finish it, you have to fight for transportation resources." When we get to the local area, some roads like highways are not open, and we have to take a detour..."
Sun Yijiong said, "Now the time of OTD (Order to Delivery) shipped by the whole truck, I estimate that it is at least about 1 times more than twice as long as before. ”
Fortunately, the current pace of management and production of SAIC passenger cars is only slow, not interrupted and disrupted.
As for what will happen next, Sun Yijiong believes that if the follow-up time is continuously extended, the impact and loss will definitely be greater.
NO.2
[ "The car buying cycle is getting longer" ]
"The overall retail situation in April this year, the decline is still more serious. And we feel it at the terminal, and the whole car buying cycle is getting longer. ”
Sun Yijiong said that this is the current market situation.
It is somewhat helpless, but the impact of the epidemic on consumer confidence is actually easy to understand. For car companies, they also have to endure another heavy pressure, that is, in the case of demand, they produce "broken gears".
For example, the new energy market with a better market this year.
"We sold better last year, like Collaway, including cars that sold better in the A0 and A00 markets. Although we have increased prices, there is still demand. However, in the whole supply link and manufacturing link, in March and April, we still encountered some big problems. ”
Sun Yijiong said that in addition to the impact of the epidemic on the supply chain and production line capacity, there are three reasons for the superposition.
One is that the problem of lack of core since last year has not been fundamentally changed and solved. The second is the rise in raw material costs this year.
"The general battery offer this year will basically rise by at least 30%. You see some of the products of independent brands have been discontinued because of this cost increase. This is actually a big part of the reason. ”
Third, it is the decline in the transaction price of double integrals caused by the decline of the new energy policy.
It is understood that the previous trading of a new energy vehicle in the market was four digits, and now it has dropped to three digits. Such cost pressure is transmitted to the terminal, which is a price increase.
However, Sun Yijiong believes that the domestic auto market still has both opportunities and risks.
The risks are easy to understand, and the opportunities lie in two points: the demand and development trend of the new energy market are all there, the market may have a retaliatory recovery after the epidemic, and there is also a possibility of improving consumer confidence.
"I think the prediction of the entire market this year is relatively influential, but I still have a relatively optimistic consideration for the market as a whole."
NO.3
[Postscript]
It is said that at the beginning of his tenure in March last year, Because he wanted to quickly understand the business and at the same time give a set of internal adjustment plans, Sun Yijiong "lost 10 pounds in 100 days".
When the video connection was connected at 1 o'clock in the afternoon of the interview, Sun Yijiong had just finished another video conference. I don't know if his lunch was also resolved in a conference call state.
People who have worked from home may be familiar with that state: opening your eyes is working hours, before going to bed is working time, weekends are also working hours...
However, for Sun Yijiong this year, it is far more stressful than high-intensity work to complete the strategic adjustment of SAIC's passenger car brand under the superposition of various external factors such as the epidemic, lack of core, price increases, and lack of optimism in consumer confidence.
Because unlike saic motor's other two independent brands, Feifan and Zhiji, which are positioned as high-end and luxurious respectively, Roewe's positioning is "national car".
Under the tide of new car-making movements, the competition in the field of affordable national cars is also more intense, and the balance between innovation and cost control is more difficult to grasp.
Sun Yijiong said that this year on the one hand is a change in product strategy:
This year and next year, Roewe will have 4-5 electric drive products and 2-3 electrified products. In other words, the proportion of new energy products has gradually increased.
At the same time, it is also necessary to "adhere to the mainstream market while exploring some personalized demand choices in the market segment." "The emergence of whales is an exploration of personalized, intelligent routes.
The second is the adjustment and change of internal mechanisms.
"There needs to be some changes in the organizational structure, in terms of people, including in the way of thinking."