New energy vehicle industry chain companies are facing severe challenges from the epidemic.
on April 10, 4, Weilai confirmed that the supply chain partners had stopped production one after another due to the epidemic, and the production of Weilai whole vehicle had been suspended Contemporary Amperex Technology Co.Limited(300750) also told the reporter of Shanghai Securities News on April 10 that there have been individual outbreaks in Ningde recently, and Contemporary Amperex Technology Co.Limited(300750) should adopt grid management to deal with the epidemic and carry out production in an orderly manner; A number of mainstream spare parts companies in the new energy vehicle industry chain also disclosed to the reporter of Shanghai Securities News that the company’s production was affected by the epidemic p align = “center” production and delivery change notice of Weilai company
epidemic affected companies such as weilaihe Contemporary Amperex Technology Co.Limited(300750) and
“A car can’t produce a single part.” Li Bin, chairman of Weilai, said. As the first listed new power electric vehicle company, Weilai said, since March 2022, due to the epidemic, the company’s supply chain partners in Jilin, Shanghai, Jiangsu and other provinces (cities) have stopped production one after another, and have not yet recovered. Affected by this, Weilai vehicle production has been suspended
Weilai explained that due to the above reasons, many Weilai users’ vehicles will be delayed recently. Please understand. The company will work with supply chain partners to resume production and deliver vehicles as soon as possible on the premise of meeting the requirements of epidemic prevention. “We are not alone in this situation. Many manufacturers have suspended production. We are as anxious as everyone and hope that the epidemic will pass as soon as possible.” Wei Lai said.
in addition, people close to Tesla disclosed that employees of Tesla‘s Shanghai factory received an email notice on April 3, requiring them to continue to stay at home and abide by community management regulations. In this regard, Tesla officials told the Shanghai Securities News reporter on April 10 that there was no relevant information to convey
As the new energy power battery company with the largest market share at present, Contemporary Amperex Technology Co.Limited(300750) relevant people introduced on April 10 that there were individual epidemics in Ningde recently, and the local government temporarily upgraded epidemic prevention and control measures. The company attached great importance to it and strengthened communication and coordination with relevant departments for epidemic prevention at the first time at present, in order to guarantee the market supply to the greatest extent, the company strictly adopts grid management measures to ensure the orderly production of Ningde base, Contemporary Amperex Technology Co.Limited(300750) currently has not stopped production
Gotion High-Tech Co.Ltd(002074) relevant persons disclosed to the reporter of Shanghai Securities News that previously, due to the impact of the epidemic, Hefei economic development base was suspended for half a day, and Shanghai R & D base was also affected.
epidemic affects the new energy vehicle industry chain
In addition to electric vehicle and power battery companies, other parts suppliers in the new energy vehicle industry chain were also affected by the epidemic. Bosch’s two factories in Shanghai are reducing staff. Continental told reporters on April 10 that although the production bases in Shanghai, Changchun and other areas affected by the epidemic were in closed-loop production and did not stop production, the production capacity was reduced compared with that before closed control.
According to insiders, the automobile supply chain enterprises in Jiangsu, Zhejiang and Shanghai cover almost all the parts production links of a car. Under the influence of the epidemic, the parts production enterprises may slow down or strengthen control, resulting in the suspension of production or the inability of products to be transported out of the factory.
Weilai responded when the inventory could not meet the production demand: “we did prepare goods in the early stage, but the impact time of the epidemic was longer than expected. At present, et7 model is in the early stage of production. Many parts, like the whole vehicle, also have to go through the ramp of production capacity, so it is more difficult to prepare goods.”
Industry experts pointed out that the epidemic has repeatedly affected the consumer and production ends of automobiles. According to the data of the passenger Federation, in the fourth week of March 2022, the retail sales of the overall narrow passenger car market reached 39000 vehicles per day, a year-on-year decrease of 29%, and the performance was relatively abnormal; The average daily retail sales of major manufacturers in the third and fourth weeks of March were 35000 and 39000 respectively, a year-on-year decrease of nearly 30%. As Shanghai, Changchun, Shenyang and other major automobile production base cities are sealed to varying degrees, the production and sales data in the second quarter are also not optimistic.
Saic Motor Corporation Limited(600104) relevant persons disclosed to the reporter of Shanghai Securities News that some workshops within the group that are not involved in the supply chain have been closed under the premise of ensuring epidemic prevention and control, such as stamping workshop. However, some other workshops that rely on external supply chain to start work are affected, suspend production and do some equipment renovation at the same time.
According to the Automobile Association of China, Contemporary Amperex Technology Co.Limited(300750) 2021, the loading volume of power battery will reach 80.51gwh, accounting for 52.1% of the whole industry. Some industry experts told reporters that major battery companies such as Contemporary Amperex Technology Co.Limited(300750) are the key to the supply chain of new energy vehicles. At present, it is very important for the whole industry to strengthen prevention and control and ensure production.
