On April 11, the equipment industry development center of the Ministry of industry and information technology issued the notice on the launch of the "smooth supply chain coordination platform of automobile industry chain", which pointed out that in order to further ensure the smooth supply chain of automobile industry chain, the "smooth supply chain coordination platform of automobile industry chain" was officially launched on April 11, 2022.
It is said that through the platform, information exchange can be carried out on the practical problems of resumption of work and production, logistics and transportation, and a problem appeal and feedback mechanism of automobile industry chain supply chain enterprises can be established to timely coordinate and solve the practical difficulties faced by enterprises in production and operation.
Since the beginning of March this year, affected by the outbreak of the epidemic in many parts of the country, the automobile production in many epidemic control areas has suffered great pressure, especially Shanghai and Changchun. During this period, a number of automobile enterprises stopped production or reduced production, including the five vehicle factories in Changchun, including FAW Toyota and FAW Volkswagen, and some vehicle factories in Shanghai, represented by Tesla.
In addition, the problem of parts supply has also seriously affected the production of the whole vehicle.
Recently, Li Bin, CEO of Weilai, pointed out on the official app of Weilai automobile that it is impossible to produce one part of a car. 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.
Affected by the epidemic, the data of the passenger Federation showed that in March this year, the retail sales of China's passenger car market reached 1.579 million, a year-on-year decrease of 10.5%; From January to March, a total of 4.915 million vehicles were retailed, a year-on-year decrease of 4.5% and a year-on-year decrease of 230000 vehicles. The overall trend was lower than expected.
Cui Dongshu of China Passenger Transport Association said that Shanghai and Changchun are the headquarters of China's two largest automobile groups Saic Motor Corporation Limited(600104) and FAW Group. Generally speaking, the core parts enterprises will be distributed in the headquarters. Therefore, the reduction and shutdown of core parts enterprises in Shanghai and other regions due to the epidemic will also lead to the radiation impact of the industry, especially in Anhui Enterprises in Jiangsu and Zhejiang need the supply of some core parts in Shanghai.
Chery Automobile insiders, headquartered in Wuhu, Anhui Province, told the first financial reporter that the epidemic had a more or less adverse impact on its production. China's Shanghai based continental group also pointed out to reporters that according to the epidemic prevention policy, only some employees of continental group can return to the production line, so the production capacity will be relatively reduced. Bosch related person told reporters: "at present, due to the sealing control, Bosch's two auto parts production bases in Shanghai and Taicang are producing through 'closed-loop management'. Bosch's thermal technology factory in Shanghai and auto parts factory in Changchun, Jilin have temporarily stopped production. In this case, we are doing our best to ensure the supply and meet the needs of customers."
In addition to the shutdown and production reduction of finished vehicles and suppliers, the problem of partial logistics being cut off and raw materials not reaching manufacturers caused by the upgrading of prevention and control policies in many places has also become increasingly prominent.
Recently, due to the outbreak of the epidemic, many counties and districts in Ningde City have taken traffic control measures, including Jiaocheng District, where Contemporary Amperex Technology Co.Limited(300750) headquarters is located. The district announced that traffic control will be implemented on all external channels from 0:00 on April 10. Except for point-to-point non-contact loading and unloading, closed-loop management trucks and emergency vehicles, all other vehicles are prohibited from passing.
Ideal car insiders also told reporters that at present, its production is normal, but the vehicles are not transported into the control area.
Bosch said to reporters that it also faces the temporary impact of logistics and supply chain procurement.
To this end, in April 11th, the State Council issued the notice to deal with the infectious disease prevention and control system of New Coronavirus infected with infectious diseases, and urged that we should make full use of the traffic and transportation channels. The relevant measures include strict prohibition of blocking or closing the locks on expressways, ordinary highways and waterways without authorization. It is not allowed to restrict the passage of freight vehicles and drivers and passengers at will.
