On April 10, according to the information of Ningde Health Committee, at 0-24:00 on April 9, Ningde City reported 1 newly confirmed local case (1 case in Jiaocheng) and 3 newly asymptomatic local infections (3 cases in Jiaocheng) on the same day.
Affected by the epidemic, several counties and districts in Ningde City issued emergency notices announcing that traffic control will be implemented on external channels from April 10. This includes Jiaocheng District, Ningde City, where Contemporary Amperex Technology Co.Limited(300750) headquarters is located. As Contemporary Amperex Technology Co.Limited(300750) occupies “half of the country” in China Shipbuilding Industry Group Power Co.Ltd(600482) battery market, the sudden epidemic in Ningde City has also attracted the attention of people in the whole new energy vehicle industry.
It is reported that due to the needs of epidemic prevention and control, Jiaocheng District has implemented traffic control on all external channels since 0:00 on April 10. Except for point-to-point contactless loading and unloading, closed-loop management trucks and emergency vehicles, all other vehicles are prohibited from passing.
At the same time, a letter about the vehicle control of Ningde city was also circulated on the Internet. The screenshot shows that all incoming logistics vehicles should arrive in Ningde before 10 p.m. and can be released through coordination, but not later; Each enterprise arranges production according to the existing materials, no more raw materials, and timely notify the other party not to arrange if there is no delivery.
Online pictures
For the above news, on April 10, relevant personnel of Ningde Municipal Bureau of industry and information technology told the first financial reporter that because the above screenshot involved the internal publicity content released by the bureau to various units, it was not received, so it was impossible to judge whether it was true or false. However, at present, Ningde City needs to organize the whole city for nucleic acid testing due to the epidemic situation, and temporary control measures have been taken, and some high-speed checkpoints have been closed for a short time, Whether to continue the follow-up control depends on the situation related to the epidemic.
As for whether the Contemporary Amperex Technology Co.Limited(300750) production has been affected or not, Contemporary Amperex Technology Co.Limited(300750) told reporters, “recently, there has been an individual epidemic in Ningde, and the government has temporarily upgraded the epidemic prevention and control measures. The company attaches great importance to it and strengthened communication and coordination with relevant government departments for epidemic prevention at the first time. At present, in order to maximize the market supply, the company strictly adopts grid management measures to ensure the orderly production of Ningde base.”
In terms of unit epidemic prevention and control, Jiaocheng District also said in the emergency notice on Further Strengthening epidemic prevention and control that enterprises with large employment volume are encouraged to adopt the closed-loop management of two front-line areas of employees’ centralized accommodation area and plant area, and shuttle employees by special vehicles to avoid the risk of imported epidemic transmission to the greatest extent.
According to public information, as the base of Contemporary Amperex Technology Co.Limited(300750) in Ningde, the production base is also the largest in the world in terms of capacity layout. Among the top 10 production bases in Contemporary Amperex Technology Co.Limited(300750) world, Ningde production base ranks first with a total planned production capacity of 171gwh, including Dongqiao / Hudong 26gwh, Huxi 40gwh, cheliwan 45gwh and Fuding 60gwh.
As the core component of new energy vehicles, power battery is of great importance. Before this round of epidemic, the shortage of power battery supply has troubled many vehicle enterprises. Zeng Yuqun, chairman of Contemporary Amperex Technology Co.Limited(300750) board of directors, said frankly at last year’s general meeting that he couldn’t stand the customer’s urging for goods. In recent years, Contemporary Amperex Technology Co.Limited(300750) has been accelerating the pace of capacity expansion. At present, the total planned capacity of its top ten production bases in the world has exceeded 550gwh.
According to the power battery shipment data released by SNE research from January to February this year, the global shipment and market share of Contemporary Amperex Technology Co.Limited(300750) are 18.4gwh and 34.4% respectively, ranking first in the list. The shipment volume has doubled and the global market share has been further improved.
Due to the outbreak of the epidemic in many parts of the country, not only the automobile production in the epidemic control area is under pressure, but also the supply of parts and components has seriously affected the production of complete vehicles. Recently, Li Bin, CEO of Weilai, who officially announced the suspension of vehicle production, pointed out on the official app of Weilai automobile that a car can’t be produced without one part. Affected by the epidemic situation in Changchun and Hebei, some parts in Weilai were cut off in mid March, and the inventory of some parts was barely maintained. Recently, there was an epidemic in Shanghai and Jiangsu. Many partners were unable to supply goods and had to suspend production.
Li Bin also said that this situation is not Weilai, and many manufacturers have suspended production.
