The epidemic has hit China's new energy automobile industry hard, but the cold and warm are different.
Judging from the number of terminal insurances on a weekly basis, the new energy vehicle companies in the Yangtze River Delta region around Shanghai represented by Tesla, Weilai and SAIC Passenger Cars have been seriously affected, while BYD, GAC Passenger Cars and Xiaopeng Motors in the Pearl River Delta field have less impact.
If you compare the cumulative figures for the four weeks from March 28 to April 24 with those in March, the cumulative number of insurance vehicles on the terminal of new energy passenger vehicles is only about 270,000, down nearly 40% from 444,500 units in March.
However, in the last week of April, some regions and enterprises resumed work and production, and then deducted sales from March 28 to 31, and terminal sales in April are still difficult to determine. Optimistic judgment, the month-on-month decline will be a little smaller, close to 30%. Compared with last year, the sales of new energy passenger cars can maintain an increase of about 70%.
Specific to car companies, Pearl River Delta enterprises, BYD, GAC, Xiaopeng has a slightly smaller impact, March 28-April 24 compared with March, the decline is 22%-37%.
Enterprises in the Yangtze River Delta are more difficult, especially Tesla and SAIC in Shanghai, with a decline of more than 80% and 50% respectively. However, Tesla may use more capacity for exports in April, the first month of the second quarter, and the actual production decline is not so large. Weilai, Ideal and Chery, which are closely related to Shanghai, all fell by more than 40%. Geely performed slightly better.
Source: Terminal Risk
New energy enterprises in the Yangtze River Delta suffered a heavy blow, and at the end of March, Shanghai began to control statically, that is, it is now emerging.
Affected by Shanghai's epidemic prevention policy, Tesla's Shanghai factory suspended production activities from March 28. On April 19, Tesla's Shanghai Lingang Gigafactory, which had been closed for nearly three weeks, resumed work, and 8,000 employees arrived early in the morning. However, the production director of Tesla's Shanghai factory also said that Tesla's production capacity will return to the level of full production in a single shift in the next three or four days, but the current inventory of vehicle parts is expected to meet the production capacity of about a week.
Nio's factory is in Hefei, but the impact is also very large.
On April 9, Li Bin, founder, chairman and CEO of Weilai Automobile, also said in the Weilai Automobile APP that due to the impact of the epidemic, Weilai has parts and components cut off in mid-March, relying on inventory support until last week, the recent epidemic in Shanghai, Jiangsu and other places has led to more partners unable to supply, can only suspend production. Li Bin said bluntly: "A car is not as good as a part. This situation is not ours alone, many manufacturers have suspended production. ”
However, the Weilai factory has also resumed work recently. On April 26, NIO also announced that the 200,000th mass production vehicle will roll off the production line at the JIANGC NIO Hefei Advanced Manufacturing Base.
In contrast, the impact of ENTERPRISES in the Pearl River Delta is slightly smaller. Although Shenzhen has also suffered from comprehensive social static management, Guangzhou has also sporadic outbreaks of epidemics. However, the control did not last long, and the surrounding logistics were quite smooth.
Specifically, BYD's "self-feeding maniac" has the least impact, and with the efforts of the last week, it is possible that April sales can maintain march performance.
GAC's passenger cars performed decently. Xiaopeng was more injured.
On April 14, He Xiaopeng, chairman of Xiaopeng Motors, posted in the circle of friends, "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 can be seen from this that the impact of the epidemic is not small.
Again, the above figures are the terminal risk numbers from March 28 to April 24 compared to March. Specific terminal sales in April, it will take some time to clarify, but the trend is clear. It is expected that the epidemic will ease in May and new energy vehicles will regain their upward trend.
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