After Saic Motor Corporation Limited(600104) started the pressure test of resumption of work and production on April 18, Tesla Shanghai Super factory located in Shanghai Lingang Holdings Co.Ltd(600848) also officially resumed work today (April 19).
An insider of a listed company in Shanghai auto parts industry disclosed to the reporter of China Securities Taurus China Securities News: “Tesla‘s production capacity will be restored to the level of full production in a single shift within this week, but it is still difficult to restore full production in all”. Statistics show that according to the production capacity of Tesla’s Shanghai plant by the end of 2021, the weekly vehicle output under normal conditions is close to 10000.
Tesla Shanghai Super factory resumption
It is understood that as China’s first wholly foreign-owned vehicle manufacturing project, Tesla has basically completed the preparations for resumption of work on the evening of April 18. In the morning of April 19, the battery motor module began to operate at full speed. At present, the vehicle assembly is also gradually recoveringP align = “center” source: Weibo of Xinhua News Agency
On April 19, about 8000 Tesla employees arrived. According to Tesla, it is fully coordinating the upstream and downstream industrial chain of parts to support the resumption of work and production. In addition, according to the source, Tesla’s production capacity will return to the full production level of a single shift within this week, but the current vehicle parts inventory is expected to meet the production capacity of about a week. The subsequent progress of production capacity recovery depends on the stability of the supply chain.
According to the list of the first batch of 666 key enterprises for resumption of work and production in Shanghai released recently, “Tesla (Shanghai) Co., Ltd.” and “saiyasen Automotive Systems (Shanghai) Co., Ltd.” located in Shanghai Lingang Holdings Co.Ltd(600848) are among them. Among them, the former is classified as “discontinued enterprises that must return to work”, while the latter is “enterprises that need to return to work at the same time with Tesla”.
At present, Tesla’s factory in Shanghai Lingang Holdings Co.Ltd(600848) mainly produces model 3 and model y models. Tesla Shanghai Super factory will have an annual output of nearly 500000 electric vehicles in 2021, with a weekly output of nearly 10000.
Saic Motor Corporation Limited(600104) off line production test first vehicle
On April 19, the reporter of China Securities Journal and China Securities Taurus learned from Saic Motor Corporation Limited(600104) that Saic Motor Corporation Limited(600104) went off the assembly line today at Shanghai Lingang Holdings Co.Ltd(600848) passenger car factory and the first car under the pressure test of resumption of work and production this week.
Saic Motor Corporation Limited(600104) said that nearly 400 suppliers have been surveyed and the capacity, inventory and raw materials of suppliers have been comprehensively surveyed; At the same time, we are also paying close attention to the personnel dynamics and production situation of lower level suppliers, and assisting and supporting lower level suppliers to speed up the process promotion and epidemic prevention and resumption of production as much as possible.
Saic Motor Corporation Limited(600104) Lingang base relevant person in charge said: “from Tuesday, the factory will plan to adopt a single shift system. If the supply chain can remain stable, we also hope that the production capacity will gradually climb and return to the pre epidemic shift system as soon as possible. For the key production tasks of the group, SAIC Lingang passenger car factory will also coordinate resources to the greatest extent and strive not to delay the project.”
The person in charge of a listed company in Shanghai auto parts industry told reporters that at present, the key points for the resumption of work and production of Shanghai auto industry are concentrated in two aspects: first, the primary, secondary and tertiary core suppliers need to collectively resume production; Second, the logistics supply chain in Shanghai, the Yangtze River Delta and other regions remained unblocked.
Among the 666 first batch of key enterprises to resume production in Shanghai announced recently, in addition to Tesla and Saic Motor Corporation Limited(600104) vehicle factories, there are more than 200 “supporting enterprises of automobile industry chain”.
