Not long ago, affected by the epidemic, auto parts companies in many parts of the country stopped production and stopped operations. Especially the auto parts manufacturers located in the Yangtze River Delta, their every move has affected the entire domestic automotive industry chain.
Previously, He Xiaopeng, the founder of Xiaopeng Motors, had publicly stated that if the supply chain enterprises in Shanghai and the surrounding areas could not find a way to dynamically resume work and production, all Chinese automakers may have to stop work and production in May.
Recently, with the resumption of work and production of key enterprises in Shanghai, the pressure on the automobile supply chain has gradually eased. However, the previous suspension and suspension of work and production of some auto parts companies still brought a considerable impact on the sales of vehicle companies in April.
On May 1, a number of new car manufacturers disclosed the "report card" delivered in April, and the delivery volume of zero-run cars, Xiaopeng Automobile, Nezha Automobile, Weilai Automobile, and Ideal Automobile collectively fell below 10,000 vehicles, showing negative growth month-on-month. Among them, only the year-on-year delivery data of Xiaopeng Automobile and Nezha Automobile maintained positive growth.
Affected by supply chain factors, the delivery volume of new forces has declined collectively
On May 1, the top five new car-making forces collectively disclosed the april delivery data. It is worth noting that, in terms of month-on-month comparison, the delivery volume of the top five new car-making forces in April has declined, and Weilai and Ideal have declined year-on-year. In addition, this is also the first time since the beginning of this year that the monthly delivery volume of the top four new car-making forces has collectively fallen below 10,000 vehicles.
Specifically, zero-run cars sold 9,087 units in April, ranking first in the monthly delivery volume of new car-making forces, down 0.10% month-on-month. From January to April 2022, a total of 30,666 vehicles were delivered.
Xiaopeng Automobile delivered 9,002 units in April, an increase of 75% year-on-year, ranking first in the list. Among them, the Xiaopeng P7 delivered 3714 vehicles; the Xiaopeng P5 delivered 3564 vehicles, and the Xiaopeng G3 series delivered 1724 vehicles. From January to April this year, Xiaopeng Automobile delivered a total of 43,563 vehicles, an increase of 136% year-on-year.
However, compared with the delivery volume of 15,414 units last month, the delivery volume of Xiaopeng Automobile fell by 41.60% month-on-month in April this year.
On the same day, Nezha Automobile also disclosed the "report card" of April delivery, delivering a total of 8813 new cars, an increase of 120% year-on-year and a decrease of 26.71% month-on-month. From January to April, Nezha Automobile delivered a total of 38,965 vehicles, an increase of 240% year-on-year.
According to the data disclosed by WEILAI, in April, the company delivered 5,074 new cars, down 28.56% year-on-year and 49.18% month-on-month. Among them, NIO ET7 delivered 693 vehicles in April.
On April 9 this year, WEILAI issued a statement saying that due to the epidemic, the company's supply chain partners in Jilin, Shanghai, Jiangsu and other places have stopped production. Affected by this, WEILAI vehicle production has been suspended, and many users' vehicles will be delayed in the near future.
In addition, Ideal Auto also disclosed the latest delivery data on May 1. The company delivered 4,167 new cars in April, down 24.77% year-on-year and 62.23% month-on-month.
Related companies: Actively restoring production capacity
In response to the decline in delivery, Shen Yanan, co-founder and president of Ideal Automobile, replied that since the end of March, the epidemic in the Yangtze River Delta has rebounded, and the supply chain, logistics and production of the entire industry have been disrupted. Ideal Auto's Changzhou base is located in Changzhou, Jiangsu Province, in the center of the Yangtze River Delta, while more than 80% of Ideal Auto's parts suppliers are distributed in the Yangtze River Delta region, and a large part of them are located in Shanghai and Kunshan, Jiangsu. Affected by the epidemic in the Yangtze River Delta, some suppliers located in Shanghai and Kunshan, Jiangsu and other regions can not supply, and some suppliers even completely stop work and operation, resulting in the inability to continue to maintain production after the existing parts inventory is digested, which has a great impact on the production of Ideal Automobile in April, resulting in the delay in the delivery of new cars for some users.
Shen Yanan revealed that at present, Ideal Auto is working with supply chain enterprises to actively restore production capacity under the requirements of meeting the requirements of epidemic prevention and control, and shorten the waiting period for booking ideal ONE users to pick up the car.
Weilai also revealed to the Securities Times E company reporter that the company's production is gradually recovering. To meet the demand for orders, it is necessary to further overcome the pressure caused by the epidemic and supply chain. At present, NIO is working together with all parties, including partners, to strive for more production and more delivery.
Xiaopeng Automobile said that at present, with the help of relevant ministries and departments, the company has actively coordinated upstream and downstream to overcome industry difficulties and make every effort to ensure production and smooth delivery.
It is reported that on April 23, the Shanghai Guest Area announced that 49 enterprises related to the automotive industry chain have resumed work and production in an orderly manner.
Wanlian Securities analysis said that the regional epidemic has led to limited supply of the new energy vehicle industry chain, and the price of superimposed raw materials is high, and the new energy automobile industry has been greatly affected in the short term. However, at present, the demand for new energy vehicles has not been significantly affected, the penetration rate of electric vehicles continues to increase, and with the resumption of work and production of the industrial chain, it is expected that the industry is expected to marginally improve.
Ministry of Industry and Information Technology: Go all out to stabilize the chain and stabilize the enterprise
Since mid-to-late March, the external environment has been severe and complex, and the superimposed epidemic situation has been sporadic at multiple points, affecting the stable operation of the industrial chain supply chain. How can the industrial economy continue to grow steadily? CCTV news reporters conducted an exclusive interview with Xin Guobin, vice minister of the Ministry of Industry and Information Technology.
Xin Guobin said that at present, the Ministry of Industry and Information Technology has established an emergency coordination mechanism for the industrial chain supply chain and set up a "white list" of key guarantee enterprises. Priority is given to ensuring the resumption of work and production of "white list" enterprises, logistics and transportation, and the coordinated resumption of production by supporting enterprises.
Xin Guobin said that in the next step, we will go all out to expand domestic demand and deeply stimulate growth potential. Adhere to the one-headed grasp to expand investment, accelerate the implementation of major projects and projects in the "14th Five-Year Plan" for the manufacturing industry, support the implementation of major technological transformations for energy conservation and carbon reduction in key areas, guide basic telecommunications enterprises to appropriately advance the deployment of 5G base station construction, and expand 5G applications; on the one hand, grasp the expansion of consumption, and fully tap the potential of automobile consumption, information consumption, and green consumption.
Previously, on April 29, the Ministry of Industry and Information Technology said that ensuring the stable growth of the industrial economy will further ensure the stable production of key industrial enterprises; ensure the stable operation of key industries; and ensure the smooth circulation of industries in key regions.
Specifically, there are three major initiatives:
Ensure stable production of key industrial enterprises. Further implement the "white list" system for key enterprises, and improve the policy measures for all parties to coordinate and support the resumption of work and production of "white list" enterprises. Under the premise of doing a good job in epidemic prevention and control, we should highlight leading enterprises, highlight key node enterprises in the industrial chain, highlight "specialized and specialized" small and medium-sized enterprises, and drive related enterprises to resume work and production.
Ensure the stable operation of key industries. Give play to the role of the smooth coordination platform of the industrial chain supply chain, open up blockages and card points, and promote the smooth circulation of the industrial chain supply chain. Focus on the supply of important people's livelihood commodities to ensure the stability of food, agricultural materials and other industries. Focus on the demand for anti-epidemic supply, strengthen monitoring and scheduling, and ensure the timely and sufficient supply of important medical supplies such as vaccines, nucleic acid detection reagents, and antigen kits. Focus on key industries such as automobiles and chips, concentrate forces, strengthen coordination, and ensure the smooth operation of key industrial chains.
Ensure the smooth circulation of industries in key areas. Focus on key industrial agglomeration areas such as the Yangtze River Delta and the Pearl River Delta, strengthen cross-regional coordination, improve the guidelines for epidemic prevention and control of industrial enterprises, and promote regional coordinated resumption of work and production.
Editor: Wan Jianyi
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