The automobile industry, which was "injured" in the epidemic, although it cannot immediately return to the normal track, has been slowly recovering. Many car companies are looking for ways to cope with the shortage of parts, while striving to promote the consumption of automobile terminals, and seize the "recuperation" in the May Day holiday.
The supply chain of many car companies is under pressure
On May 1, Li Bin, chairman of Weilai Automobile, said in an interview with the first financial reporter that the current supply chain pressure is still very large. The Ministry of Industry and Information Technology has been coordinating the resumption of production of the automobile supply chain, the relevant departments of the municipal governments of Anhui Province and Hefei have organized special classes to help solve logistics problems, and the resumption of work and production in Shanghai, Suzhou, Changchun and other places has been difficult, but it has gradually moved.
In Li Bin's view, the supply of parts and components will take a long time to return to normal. On April 9, WEILAI had released news that since March, due to the epidemic, the company's supply chain partners in Jilin, Shanghai, Jiangsu and other places have stopped production one after another, and have not yet resumed. "A car can't produce a part. Affected by the epidemic in Changchun and Hebei, we cut off some parts in mid-March, relying on some parts inventory to barely support. Recently, there have been epidemics in Shanghai and Jiangsu, and many partners cannot supply goods and can only suspend production. Li Bin responded at the time. Five days after the announcement of production suspension, the JAC Weilai plant in Hefei has begun to gradually resume production.
Since March, the outbreak of the new crown epidemic in many parts of The country has brought a huge impact on China's automotive industry, and production and sales have been hit hard. According to the latest data from the Association, domestic auto retail sales fell by 39% year-on-year and 33% month-on-month in the first three weeks of April.
After many efforts, the current terminal retail of weilai and other car companies has improved. The relevant staff of the Weilai Center in Lefeng Plaza, Haizhu District, Guangzhou, said in an interview with the first financial reporter that although Weilai Automobile is not in the list of new energy vehicle purchase subsidy activities promoted by Guangdong Province a few days ago, there are still many consumers who come to see the car in the past few days. At present, the supply of new cars in Weilai is gradually recovering, and the quasi-owners of Weilai who place orders can pick up the car for a month as fast as possible, and the slow car can be picked up for 6 to 8 weeks, depending on the specific model and color.
On April 29, Guangdong Province announced the list of models promoted by the new energy vehicle purchase subsidy activity, a total of 49 new energy vehicles can enjoy the purchase subsidy of 8,000 yuan / vehicle, and the relevant announcement clarifies that the subsidy period is from May 1, 2022 to June 30, 2022. GAC Aean, which has entered the above list with a number of models, is also looking for countermeasures to ease supply chain pressure in May while striving for more orders through sales terminals. Xiao Yong, deputy general manager of GAC Aean, said in an interview with First Financial Reporter today: "We held a full-day meeting on April 30, mainly to discuss how to produce which products will be produced with limited parts in May, and which customers will be prioritized to meet. The impact of the epidemic on us is mainly in terms of supply chain security, which has affected our production. New car orders still maintain a good growth momentum, and the car purchase subsidy policy released by Guangdong Province this time is a big positive for us. We take this to attract some consumers who are still hesitating, and strive to let them place orders to buy a car as soon as possible in May and June, because this subsidy is time-sensitive and can promote consumers to deal as soon as possible. ”
Xiao Yong said that from the current point of view, the customer's car purchase order situation is still relatively good, and GAC Aean has maintained order reserves for at least two months. However, the shortage of parts is difficult to solve in a short period of time, and due to this, GAC Aeon's vehicle production in April has been significantly reduced.
"On April 30, we used all the parts that could be used. May 1st to 4th holidays, take advantage of the holiday to alleviate the pressure of parts shortage. From May 5 to work, according to the current reserve situation of our parts, only enough for single-shift production, double-shift can not be queued. Xiao Yong said that the lack of a screw or gasket may affect the entire production line, and it will take some time to fully recover. He personally believes that the pressure on the domestic auto supply chain still exists in May and is expected to be significantly alleviated after June.
Dongfeng Nissan, which has temporarily suspended production due to the impact of the epidemic, is promoting the resumption of work and production. The relevant person in charge of Nissan (China) said in an interview with the first financial reporter today that the continuous chip shortage and the supply chain disruption caused by the intensification of the new crown epidemic have had a continuous impact on product production and sales, and the company is actively adjusting its plans to cope with this situation.
The relevant person in charge of Dongfeng Nissan said in an interview with the first financial reporter last month that the company temporarily suspended production, mainly due to the impact of the epidemic in Shanghai and other places, such as its 83 suppliers in Shanghai, most of which supply electronic products, and are core component manufacturers. In addition, the epidemic has also affected the inability of logistics to be arranged normally.
On April 22, the first "Guangdong Provincial Key Material Transport Vehicle Pass" was released, which was applied for by Dongfeng Nissan, and the transportation itinerary was from Huadu District in Guangzhou to Jiading District in Shanghai. The Guangzhou Municipal Bureau of Industry and Information Technology issued the above-mentioned passes through the review of the "Guangdong Provincial Key Transport Vehicle Pass Information Sharing System". In order to make overall plans for the smooth flow of freight logistics and the prevention and control of the epidemic, the Guangdong Provincial Transportation Epidemic Prevention and Control Special Class has formulated and implemented the key material transport vehicle permit system, and issued the "Key Material Transport Vehicle Pass" in accordance with the national unified model for the use of key material transport vehicles and drivers entering and leaving the epidemic-related areas (counties and districts where the medium and high-risk areas are located), which can be mutually recognized nationwide, and the vehicles can travel back and forth many times during the validity period.
Shanghai continues to ensure the recovery of the automotive industry chain
Shanghai's automotive industry plays an important role in China's automotive industry. Since the outbreak of the epidemic in Shanghai in March, in addition to the local vehicle manufacturing enterprises affected, some local parts and components enterprises have reduced production and stopped production, which has also affected other regional automakers. In addition to the extension of the delivery of auto parts, logistics and transportation is also a major problem. At present, many parties are working hard to smooth the automotive supply chain as soon as possible.
According to the information of Wilson, a digital application platform for the automotive industry, Shanghai has concentrated a number of parts suppliers such as Aptiv, Continental, Bosch, ZF, Valeo, CATL, Joyson Electronics and so on. Among them, Amber Fu, located in Jiading District, is a supplier of vehicle wiring harness products for Dongfeng Nissan and other car companies; ZF and Continental, located in Jiading District, is a supplier of radar and other parts products of GAC; Bosch, located in Jiading District, whose main products include chassis system control, is a parts supplier of Weilai, Xiaopeng and other car companies.
He Xiaopeng, chairman of Xiaopeng Automobile, posted in the circle of friends on April 14 that 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. The good news is that some ministries and authorities are doing their best to coordinate. Today, Xiaopeng Motors announced the results of april delivery. Under the dual challenges of the epidemic and the supply chain, Xiaopeng Automobile achieved 9,002 deliveries in April, an increase of 75% year-on-year, through efforts to coordinate in many aspects. Xiaopeng Automobile said that due to the recent continuation of the epidemic, the domestic automotive industry has collectively borne pressure in many aspects such as supply chain, production and logistics and transportation, and most car companies have been affected in production and delivery. Fortunately, with the severity of the epidemic alleviated, the automobile industry has resumed work and production in mid-April, and production capacity has gradually climbed. With the help of relevant ministries and competent departments, Xiaopeng Motors has also actively coordinated upstream and downstream to overcome industry difficulties and make every effort to ensure production and smooth delivery.
At present, following the issuance of the first batch of 666 enterprises to resume work and production, Shanghai has launched the second batch of "white list" of enterprises that have resumed work and production. At the press conference on the prevention and control of the epidemic in Shanghai held on the morning of April 30, Zhang Hongtao, chief engineer of the Shanghai Municipal Commission of Economy and Information Technology, introduced that on the basis of summarizing and improving the preliminary work, in accordance with the principle of focusing on the key points and advancing in an orderly manner, we will continue to ensure the recovery of key industrial chains such as automobiles, integrated circuits, biomedicine, and new chemical materials, and recently launched the second batch of 1188 "white list" enterprises, and some districts have also promoted the resumption of work of a number of qualified enterprises on this basis.
In terms of alleviating logistics and transportation problems, in view of the transportation and supply of raw materials and parts of enterprises, Shanghai implements the relevant requirements of ensuring the smooth flow of goods and promoting the stability of the industrial chain supply chain, and helps enterprises to open up transportation and logistics inside and outside the city by applying for vehicle passes. "With the support of sister provinces and cities, we have formed an inter-provincial work class around industries with high logistics demand such as automobiles and chemicals; we have also set up inter-provincial production material transfer stations to open up regional production material transportation channels under the premise of epidemic prevention and safety." Overall, the degree of inter-provincial logistics is continuing to improve. Zhang Hongtao introduced.
The relevant person in charge of a car company today told the first financial reporter that Shanghai auto parts companies are gradually resuming work and production, and the closed resumption of work of enterprises will help alleviate the pressure on the supply chain, but the automotive supply chain is very long, from the upstream to the downstream integration, some parts suppliers in Shanghai in the process of resuming production, found that some raw materials from Kunshan, Suzhou and other surrounding upstream parts manufacturers encountered difficulties, the relevant departments are actively coordinating.
(First financial reporter Jin Yezi also contributed to this article)
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