Enterprises in Shanghai are returning to work and production in an orderly manner.
The latest news shows that after three weeks of shutdown, Tesla Shanghai Super factory officially resumed production on April 19. Tesla said that there is still about a week’s inventory of vehicle parts. At present, with the support of relevant government departments, it is actively promoting the resumption of work and production of more than 100 suppliers and unblocking the logistics chain.
As of the press release of the Chinese reporter of the securities firm, Tesla‘s US shares rose 2.93%, with the latest market value of US $1.07 trillion.
It is understood that Tesla Shanghai factory is Tesla’s second super factory overseas, mainly producing model 3 and model y. Throughout 2021, Tesla’s Shanghai plant delivered 484000 vehicles, a year-on-year increase of 235%, accounting for 51.7% of Tesla’s total global delivery.
On April 16, the Shanghai Municipal Information Technology Commission issued the guidelines for the prevention and control of the epidemic situation of industrial enterprises returning to work and production in Shanghai (the first edition), which requires that on the premise of ensuring that the risk is controllable, enterprises return to work and production in a strong, orderly and effective manner, so as to ensure the safety and stability of the industrial chain and supply chain. On the same day, the “white list” of the first batch of 666 key enterprises was exposed, including SAIC Volkswagen Co., Ltd. Saic Motor Corporation Limited(600104) Lingang passenger car factory, Tesla (Shanghai) Co., Ltd., involving key industries such as integrated circuit, automobile manufacturing, equipment manufacturing and biomedicine.
Tesla Shanghai Super factory officially resumed work, which will promote the coordinated resumption of work by more than 100 suppliers
According to the news report, Tesla Shanghai Super factory has 8000 employees on duty and officially resumed production on April 19. The battery motor module began to run at full speed that morning, and the whole vehicle assembly is gradually recovering.
Song Gang, senior director of production and manufacturing of Tesla super factory, said in an interview, “we will gradually climb the production capacity in the next three or four days to the level of full production per shift as a whole”.
Tesla said that there is still about a week’s inventory of vehicle parts. At present, with the support of relevant national departments, Shanghai Municipal Commission of economy and information technology, port management committee and other departments, it is actively promoting the resumption of work and production of more than 100 suppliers and unblocking the logistics chain.
At present, all employees in Tesla plant implement the detection requirements of early antigen and late nucleic acid, disinfect the production and office areas every day, and strictly carry out epidemic prevention to ensure safe production.
On the 19th, Tao Lin, vice president of Tesla’s foreign affairs, said on her microblog, “thank you for all your care and support, and report to you: Tesla Shanghai Super factory resumed work smoothly today.”
It is understood that Tesla Shanghai factory is Tesla’s second super factory overseas, mainly producing model 3 and model y. Data show that in 2021, Tesla’s Shanghai plant delivered 484000 vehicles, a year-on-year increase of 235%, accounting for 51.7% of Tesla’s total global delivery.
According to the latest data, Tesla produced 305400 vehicles and delivered 310000 vehicles in the first quarter of 2022. The output of model s and model x is 14218 and the delivery volume is 14724; The output of model 3 and model y is 291200 and the delivery volume is 295300.
200 auto companies will take the lead in resuming production
In the “white list” of the first batch of 666 key enterprises recently issued by Shanghai, there are more than 240 enterprises related to the automobile industry. Including SAIC Volkswagen Co., Ltd. Saic Motor Corporation Limited(600104) Lingang passenger car factory, SAIC General Motors Co., Ltd., Tesla (Shanghai) Co., Ltd. and other vehicle manufacturers located in Shanghai. Meanwhile, Baoshan Iron and steel, electric equipment, ZF, Valeo, Faurecia, Fuyao Glass Industry Group Co.Ltd(600660) , kasma and other automobile upstream and downstream industrial chains and parts enterprises have also entered the “white list” of the first batch of key enterprises to resume production.
On April 19, Saic Motor Corporation Limited(600104) Lingang passenger car factory completed the first vehicle offline under the pressure test of resumption of work and production this week Saic Motor Corporation Limited(600104) said that in terms of supply chain and logistics guarantee, which are very challenging for the current resumption of work and production, nearly 400 suppliers have been arranged, and the supplier’s production capacity, inventory and raw materials have been comprehensively investigated; At the same time, it is also paying close attention to the personnel dynamics and production situation of lower level suppliers, helping and supporting lower level suppliers to speed up the process promotion and epidemic prevention and resumption of production as much as possible. At the same time, Saic Motor Corporation Limited(600104) is also connecting with relevant government departments, trying to open up a green channel across provinces and cities as soon as possible.
Capital Securities pointed out that , Shanghai and the Yangtze River Delta region (Jiangsu, Zhejiang, Shanghai and Anhui) are important bases of China’s automobile industry. In 2021, the automobile output of Shanghai / Yangtze River Delta accounted for about 11% / 23% of the country, and the number of parts enterprises above Designated Size in Shanghai / Yangtze River Delta accounted for about 4% / 37% of the country in 2020. The practice of resumption of work and production of Saic Motor Corporation Limited(600104) is beneficial to the industrial chain to improve the response ability to the epidemic.
China Merchants Securities Co.Ltd(600999) commented that Shanghai’s automobile industry is developed. There are not only the country’s largest complete vehicle enterprise group, but also many parts enterprises. The resumption of production of some enterprises in Shanghai may have a marginal positive impact on the production of the national automobile industry. If Shanghai returns to work smoothly, China’s auto industry will go through a difficult period of production. In addition to the production side, we still need to pay attention to the demand of the industry in the follow-up.
Wanlian Securities said that the epidemic situation in region led to the limited supply of new energy vehicle industry chain and the high price of superimposed raw materials, which greatly affected the new energy vehicle industry in the short term. However, the demand for new energy vehicles is still strong and the penetration rate continues to increase. With the resumption of work and production in the industry chain, the production schedule of new energy vehicles is expected to return to normal. It is suggested to pay attention to the leading enterprises with leading technological innovation and obvious integrated cost advantage.
Shanghai: steadily promote industrial resumption
At the press conference on epidemic prevention and control in Shanghai held on the morning of the 19th, Zhang Hongtao, chief engineer of Shanghai Economic and Information Technology Commission, explained how to promote industrial resumption in Shanghai.
Zhang Hongtao said that Shanghai is an important industrial base and has a great impact on the stability of the industrial chain and supply chain. For example, in the automobile industry chain, many regions hope that relevant supply chain supporting enterprises in Shanghai can supply products. In promoting the resumption of work and production, we mainly grasp two key points:
first, strengthen the prevention and control measures for resumption of work and production strict protective measures are responsible for both the enterprise and the employees. The specific contents of the guidelines for the prevention and control of the epidemic situation of resumption of work and production (the first edition) have been released. The guidelines fully absorb the experience of closed production enterprises in the prevention and control of the epidemic situation in the past month, and also learn from the good practices of brother provinces and cities. The specific contents have been published on the relevant websites.
Due to different industries, different enterprise scales, different site spaces and different epidemic degrees in the region, targeted plans need to be formulated for each enterprise, and some elements must be considered. For example, it is necessary to implement the hierarchical, divisional and classified management of the plant area, distinguish between medium and high risks and low risks, and divide small management units in the same level area to reduce the flow and contact of personnel in different areas; Another example is to improve the frequency of personnel screening, early detection and early disposal; Before unpacking and returning to the factory, enterprise personnel should set a certain silence period before entering the production state to avoid cross contact with existing production personnel; We should attach great importance to the management of internal and external integration of enterprises.
second, all parties should jointly support the resumption of work and production whether the government, industry organizations, territorial management departments, parks and all sectors of society should take action to support enterprises to tide over difficulties and ensure development. Enterprises should formulate “one enterprise and one plan” to coordinate epidemic prevention and control, economic development and production safety. Government departments at all levels and society should also create conditions to support individual enterprises, pay attention to enterprise groups and solve common problems. With the promotion of the resumption of work and production, the problems encountered by different industries and enterprises have both commonalities and individuality. The resumption of work and production should be dynamically adjusted with the situation of epidemic prevention and control. Common problems mainly focus on logistics and transportation, personnel return to work, industrial chain support, etc. for example, when personnel return to work, some employees in key positions may be in the sealed control area, and there are positive cases in the building. At present, there are no conditions for return to work, so the enterprise should allocate other personnel to solve them; Some host enterprises can resume work, but the parts supporting enterprises do not have the conditions. The conditions of logistics and warehousing also need to be gradually matched and adapted. A lot of coordination work needs to be done for these problems, and some need to find alternative solutions.
Ministry of industry and information technology: implement the “white list” system of supply chain of fine key industries
On April 19, the State Council’s leading group for logistics maintenance held the first meeting of the commander in chief (plenary). The meeting learned and conveyed the spirit of important instructions and instructions of Xi Jinping general secretary and other central leading comrades and the spirit of the national teleconference on ensuring smooth logistics and promoting the stability of industrial chain supply chain on April 18, Deliberated the working rules of the leading group of the State Council for ensuring smooth logistics, the working norms for tracking and guarantee and “one thing, one coordination” of key enterprises in the logistics supply chain, and several measures on ensuring smooth logistics and promoting the stability of the industrial chain supply chain.
The meeting pointed out that it is an urgent need to ensure the normal life of the people, to promote the stability of the industrial chain supply chain and to stabilize the basic economic situation. It is necessary to further improve the political position and fully understand the extreme importance of doing a good job in logistics from the perspective of the overall situation and strategy.
According to the Ministry of industry and information technology, on the morning of April 18, after the national teleconference on ensuring smooth logistics and promoting the stability of industrial chain supply chain was held, the Ministry of industry and information technology took immediate action to organize and convey the spirit of the meeting, requiring to earnestly implement the work requirements of “people’s livelihood should be underpinned, freight should be unblocked and industry should be recycled”, refine and implement various measures to ensure the stability and smoothness of key industrial chain supply chain and normal production and operation of enterprises.
The Ministry of industry and information technology said that it should pay close attention to the “white list” system of the supply chain of key industries, establish a daily scheduling mechanism for leading enterprises in key industrial chains such as automobile, integrated circuit, consumer electronics, equipment manufacturing, agricultural materials, food and medicine, give full play to the role of a smooth coordination platform for the supply chain of the industrial chain, strengthen front and rear coordination, upstream and downstream connection, strengthen the linkage between ministries and provinces, and ensure the stable production of key enterprises and the smooth operation of key industrial chains. Insist on giving equal treatment to all kinds of enterprises and give support and assistance.
The Ministry of industry and information technology pointed out that we should give full play to the role of the front working group, distinguish priorities, adhere to the easy first and then the difficult, and actively, steadily and orderly promote the resumption of work and production of key enterprises. Expand the scope of the “white list”, guide the local competent departments of industry and information technology to refine the guidelines for epidemic prevention and control of industrial enterprises, organize production according to “one enterprise, one policy” and “one park, one policy”, and ensure smooth logistics.
