Recently, the topic of resumption of work and production in Shanghai has attracted attention.
According to the news on April 15, Yu Chengdong, CEO of Huawei consumer business and CEO of smart car Bu, and he Xiaopeng, founder of Xiaopeng automobile, spoke in the circle of friends and microblog, referring to the resumption of work and production in Shanghai, saying that if Shanghai and its surrounding supply chains cannot resume work and production, science and technology, industry, automobile and other industries will face full shutdown after May. Just a week ago, Weilai said that due to the continuous shutdown of the company’s supply chain partners in Jilin, Shanghai, Jiangsu and other places, Weilai vehicle production has been suspended.
Affected by this, the new energy vehicle sector fell sharply in early trading. The new energy vehicle index once fell nearly 3% and the leading Contemporary Amperex Technology Co.Limited(300750) once fell nearly 6%. However, some news in the afternoon quickly narrowed the decline of the sector. As of the close, Contemporary Amperex Technology Co.Limited(300750) decline narrowed to 1.94%, and the wind new energy vehicle index fell to 0.8%.
In the afternoon, it was reported that SAIC promoted the resumption of work and production, started the test on April 18, planned to feed back the situation of resumption of work and production on April 17, and started the pressure test of resumption of work and production on April 18.
In addition, the Ministry of industry and information technology is also taking action. According to the Ministry of industry and information technology, the Ministry of industry and information technology recently sent a Shanghai front working group to work with relevant departments in Shanghai to make every effort to ensure the supply of medical materials, promote the stable production and resumption of production of key industrial enterprises, and ensure the smooth operation of the industrial chain supply chain.
SAIC startup and resumption pressure test? Company response
On April 15, it was reported that Saic Motor Corporation Limited(600104) printed and distributed the notice on issuing guidelines for epidemic prevention and control of Saic Motor Corporation Limited(600104) resumption of work and production.
It is reported that the “notice” document mentioned that all enterprises should actively carry out stress testing in accordance with the provisions of the guidelines for resumption of work and production. The notice mentioned that from now on, SAIC’s production enterprises will arrange and touch the preparation for resumption of work and production, and the results will be fed back before April 17 (Sunday). According to the arrangement and touch, the production enterprises will start the pressure test for resumption of work and production on April 18 (Monday). All production enterprises carry out stress tests in five aspects: personnel guarantee, supply chain guarantee, logistics guarantee, closed production management and epidemic prevention measures, and timely report the results and problems of stress tests. For enterprises with successful pressure test, arrange the production of complete vehicles and parts as soon as possible. For returning employees, nucleic acid testing is required every 48 hours.
In this regard, Saic Motor Corporation Limited(600104) people responded to the reporter of securities times · e company, “at present, we should cooperate with the government in epidemic prevention, maintain and transform the equipment, and make careful preparations for production under the conditions of epidemic prevention.” In terms of time, the person said, “there are internal targets for time, but it will be adjusted in time according to the controlled situation of the epidemic and its own preparation.”
Affected by the news, Saic Motor Corporation Limited(600104) shares rose in the afternoon and rose 2.12% as of the close.
Auto parts concept stocks rose and rebounded, GEM stocks Suzhou Sonavox Electronics Co.Ltd(688533) limit, Fuyao Glass Industry Group Co.Ltd(600660) Jiangsu Xinquan Automotive Trim Co.Ltd(603179) limit, Jiangsu Changshu Automotive Trim Group Co.Ltd(603035) Changzhou Xingyu Automotive Lighting Systems Co.Ltd(601799) Bethel Automotive Safety Systems Co.Ltd(603596) Wencan Group Co.Ltd(603348) .
In addition, the decline in the concept of new energy vehicles, which fell sharply in early trading, also narrowed.
Yu Chengdong and he Xiaopeng speak together
Previously, Yu Chengdong, CEO of Huawei’s consumer business and CEO of smart car Bu, sent a document in the circle of friends today, saying that if Shanghai cannot resume work and production, all science and technology / industrial industries involved in Shanghai’s supply chain will stop production after May, especially the automotive industry.
He Xiaopeng, chairman of Xiaopeng automobile, also sent a document in the circle of friends. He said that if Shanghai and surrounding supply chain enterprises can not find a dynamic way to resume production, all vehicle factories in China may stop production in May.
Just a week ago, Weilai issued a statement on April 9, saying 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 recovered. Affected by this, Weilai vehicle production has been suspended. Due to the above reasons, many users will delay the delivery of their vehicles in the near future.
Ministry of industry and information technology takes multiple measures to support stable production of key enterprises in Shanghai
make every effort to ensure the smooth operation of the industrial chain supply chain
According to the wechat news, the Party group of the Ministry of industry and information technology resolutely implements the spirit of the important instructions and instructions of Xi Jinping general secretary, and in accordance with the deployment of the joint prevention and control mechanism of the State Council, recently sent a Shanghai front working group to work with relevant departments in Shanghai to ensure the supply of medical materials, promote the stable production and resumption of production of key industrial enterprises, and ensure the smooth operation of the industrial chain supply chain.
After the front working group of the Ministry of industry and information technology rushed to Shanghai, it strengthened the coordination between ministries and cities and the linkage between the front and rear, carried out touch and arrangement for key enterprises and foreign-funded projects greatly affected by the epidemic, mastered the difficulties faced by production and operation, and found out the obstacles and obstacles to the resumption of work and production. On April 5, Wang Jiangping, member of the Party group of the Ministry, vice minister and head of the Shanghai front working group, held a video conference to study the establishment of an emergency coordination mechanism for the demands of the industrial chain supply chain, set up a “white list” of key enterprises in the field of industry and information technology, and concentrate resources to give priority to ensuring the resumption of work and production of 666 key enterprises in key industries such as integrated circuit, automobile manufacturing, equipment manufacturing and biomedicine.
The Ministry of industry and information technology, together with relevant departments and local governments, adhere to the “one enterprise, one case” according to the requirements of epidemic prevention and control and the needs of national key industrial chains, guide key enterprises to formulate plans for resumption of work and epidemic prevention and control, and promote resumption of work and production in an orderly manner from easy to difficult. Study and formulate epidemic prevention and control standards for production and operation (resumption of work and production), urge enterprises to check leaks and fill vacancies, and coordinate epidemic prevention and control and resumption of work and production. Together with the development and Reform Commission and the Ministry of transport, establish a coordination and docking mechanism for the support of important production materials in the “three provinces and one city” in the Yangtze River Delta, promote mutual recognition of passes, set up problem complaint and resolution channels, and solve the problem of itinerary code management of drivers and passengers in transfer stations for emergency materials to and from medium and high-risk areas, so as to ensure the smooth transportation of key products and materials for agriculture, rural areas and farmers. The Shanghai front working group went deep into the leading enterprises in the industrial chain and timely coordinated and solved the urgent problems affecting stable production, such as the inventory alarm of key raw materials, through point-to-point, one-to-one and short-term.
Next, the Ministry of industry and information technology will thoroughly implement the spirit of the important instructions and instructions of Xi Jinping general secretary, continue to implement the implementation of various policies and measures such as stabilizing industrial growth, helping enterprises to relieve difficulties and ensuring smooth logistics in accordance with the decisions and arrangements of the CPC Central Committee and the State Council, actively, steadily and orderly promote the resumption of work and production of key enterprises in Shanghai, and ensure the stability and smoothness of the supply chain of the industrial chain.
Shanghai Customs guarantees the supply chain of key production industries, and the industrial chain is stable and unblocked
The summary information of Shanghai Customs shows that under the background of the recent implementation of global static management and limited port logistics in Shanghai, the customs clearance of import and export materials of many integrated circuit enterprises in Shanghai and relevant provinces and cities has remained smooth, and multiple measures have been taken to ensure the stability of the supply chain and industrial chain of key production industries.
In the special period of epidemic prevention and control, the customs of Shanghai Shanghai Waigaoqiao Free Trade Zone Group Co.Ltd(600648) free trade zone has set up a “7 × The “24-hour” online window provides integrated circuit enterprises with online policy publicity, business application, business consultation and other services. Adopt the method of “online application, provision of certificates and subsequent submission of documents” to help relevant enterprises overcome the problem that they are unable to handle business at the port site due to epidemic prevention and control management.
It is reported that in the three days since April 11 alone, the Customs has inspected and released photoresist remover and other IC special materials and equipment for nearly US $2million.
At Yangshan Port, in order to quickly ship a batch of 100 tons of imported high-purity polysilicon raw materials, Yangshan customs and Shanghai customs risk prevention and control branch jointly implemented the two-stage control management mode of “port appearance inspection + destination comprehensive disposal”, and guided the import enterprises to choose the unaccompanied inspection mode to declare, so as to finally complete the port customs clearance of this batch of IC raw materials on the same day, lift them out of the port at the first time and transport them to the production line.
It is understood that since March 28, Pudong customs has accepted more than 400 declaration forms from key integrated circuit enterprises under its jurisdiction, and its management of bayonet nuclear integrated circuit production equipment and materials in Jinqiao comprehensive bonded zone has totaled US $86.69 million.
