Although the automobile industry "injured" in the epidemic can not immediately return to normal track, it is slowly recovering. While looking for ways to deal with the shortage of parts, many auto enterprises are trying to promote automobile terminal consumption and pay close attention to "healing" during the May Day holiday.
several auto enterprises' supply chains are under pressure
On May 1, Li Bin, chairman of Weilai automobile, said in an interview with the first financial reporter that the pressure on the supply chain is still very high. The Ministry of industry and information technology has been coordinating the resumption of automobile supply chain production. Relevant departments of Anhui Province and Hefei municipal government have organized special classes to help solve logistics problems. Although the resumption of work and production in Shanghai, Suzhou, Changchun and other places is difficult, it is also gradually moving.
In Li Bin's view, it will take a long time for the supply of parts to return to normal. On April 9, Weilai announced 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. At present, it has not been resumed. Affected by this, Weilai's vehicle production has been suspended. "A car can't be produced without one part. Affected by the epidemic in Changchun and Hebei, we cut off the supply of some parts in mid March and reluctantly supported by some parts inventory. Recently, we encountered the epidemic in Shanghai, Jiangsu and other places. Many partners can't supply goods and have to suspend production." Li Bin responded at that time. Five days after the announcement of shutdown, Jianghuai Weilai factory in Hefei has begun to gradually resume production.
Since March, covid-19 epidemic broke out in many places in China, which has had a great impact on China's automobile industry, and the production and sales volume have been hit hard. According to the latest data of the passenger Federation, China's auto retail sales fell 39% year-on-year and 33% month on month in the first three weeks of April.
After many efforts, the current terminal retail of Weilai and other auto enterprises has improved. In an interview with the first financial reporter, the relevant staff of Weilai center at Lefeng square, Haizhu District, Guangzhou said that although Weilai automobile is not included in the list of models promoted in the new energy vehicle purchase subsidy activity recently announced by Guangdong Province, there are still a lot of consumers watching cars in recent days. At present, the supply of Weilai new cars is gradually recovering. For prospective Weilai car owners who place orders, some models can be picked up as soon as a month and as slow as 6 ~ 8 weeks, depending on the specific model and color.
On April 29, Guangdong Province announced the list of models promoted in the new energy vehicle purchase subsidy activity. A total of 49 new energy vehicles can enjoy the purchase subsidy of 8000 yuan / vehicle. The relevant announcement clearly stipulates that the subsidy period is from May 1, 2022 to June 30, 2022. Gac-e'an, which has entered the above list for many models, is also looking for countermeasures to alleviate the pressure on the supply chain in May while striving for more orders through the sales terminal. Xiao Yong, deputy general manager of gac-e'an, said in an interview with China business today: "A full day meeting was held within our company on April 30 to discuss how to arrange the production of products with limited parts and give priority to meeting the needs of customers in May. The impact of the epidemic on us is mainly in terms of supply chain guarantee, which has affected our production. New car orders still maintain a good growth momentum. The car purchase subsidy policy issued by Guangdong Province is a great benefit to us 。 We take this opportunity to attract some consumers who are still hesitating and strive to let them place an order to buy a car as soon as possible in May and June, because this subsidy is time-effective and can promote consumers to make a real deal as soon as possible. "
Xiao Yong said that at present, the customer's car purchase orders are still relatively good, and gac-e'an has maintained order reserves for at least two months. However, the shortage of parts is difficult to solve in a short time. Affected by this, the automobile output of gac-e'an in April has decreased significantly.
"On April 30, we have used all the parts that can be used. We have a holiday from May 1 to 4 to take advantage of the holiday to slightly alleviate the pressure of parts shortage. We will go to work from May 5. According to the current reserves of our parts, it is only enough for single shift production, and double shifts can't be arranged." Xiao Yong said that the lack of a screw or gasket may affect the whole production line, and it will take some time to fully recover. He personally believes that the pressure on China's auto supply chain still exists in May and is expected to ease significantly after June.
Dongfeng Nissan, which temporarily stopped production due to the impact of the epidemic, is promoting the resumption of work and production. The person in charge of Nissan (China) said in an interview with China business today that the continuous chip shortage and the supply chain interruption caused by the intensification of covid-19 epidemic have had a continuous impact on product production and sales, and the company is actively adjusting its plan to deal with this situation.
In an interview with China business news last month, the relevant person in charge of Dongfeng Nissan said that the temporary shutdown of the enterprise was mainly affected by the epidemic in Shanghai and other places. For example, it has 83 suppliers in Shanghai, most of which supply electronic products and are core parts manufacturers. In addition, the epidemic also affected the normal arrangement of logistics.
On April 22, the first "pass for transportation vehicles of key materials in Guangdong Province" was released. The pass was applied by Dongfeng Nissan. The transportation journey was from Huadu District of Guangzhou to Jiading District of Shanghai. Guangzhou Municipal Bureau of industry and information technology issued the above-mentioned pass through the "pass information sharing system for key transport vehicles in Guangdong Province". In order to ensure smooth freight logistics and epidemic prevention and control, the special class for epidemic prevention and control of transportation in Guangdong Province has formulated and implemented the pass system for transport vehicles of key materials, and issued the pass for transport vehicles of key materials in accordance with the national unified pattern for use by transport vehicles and drivers of key materials entering and leaving epidemic affected areas (counties and districts where medium and high-risk areas are located). It can be recognized by each other throughout the country, and vehicles can return and return many times within the validity period.
Shanghai continues to ensure the recovery of automobile industry chain
Shanghai automobile industry plays an important role in China's automobile industry. Since the outbreak of the epidemic in Shanghai in March, in addition to the impact on local vehicle manufacturers, some local parts enterprises have reduced production and stopped production, which has also affected automobile manufacturers in other regions. In addition to the extension of auto parts delivery, logistics transportation is also a major problem. At present, many parties are trying to smooth the automobile supply chain as soon as possible.
According to the information of Wilson, the digital application platform of automobile industry, Shanghai has gathered many parts suppliers, such as anbofo, mainland China, Bosch, ZF, Valeo, Contemporary Amperex Technology Co.Limited(300750) , Ningbo Joyson Electronic Corp(600699) and so on. Among them, anbofu, located in Jiading District, is a supplier of vehicle harness products for Dongfeng Nissan and other vehicle enterprises; ZF and mainland, located in Jiading District, are suppliers of GAC's radar and other parts products; Bosch, located in Jiading District, whose main products include chassis system control, is a parts supplier for Weilai, Xiaopeng and other auto enterprises.
He Xiaopeng, chairman of Xiaopeng automobile, once wrote in the circle of friends on April 14 that if Shanghai and surrounding supply chain enterprises cannot find a dynamic way to resume production, all vehicle factories in China may stop production in May. The good news is that some ministries and departments in charge are doing their best to coordinate. Today, Xiaopeng automobile announced its delivery results in April. Under the dual challenges of the epidemic and the supply chain, Xiaopeng automobile achieved the delivery of 9002 vehicles in April, with a year-on-year increase of 75%. Xiaopeng automobile said that affected by the continuation of the recent epidemic, China's automobile industry is under collective pressure in many links such as supply chain, production, logistics and transportation, and most automobile enterprises are affected in production and delivery.
Fortunately, with the alleviation of the severity of the epidemic, the automobile industry resumed work and production in mid April, and the production capacity gradually climbed. With the help of relevant ministries and competent departments, Xiaopeng automobile also actively cooperates with upstream and downstream to overcome industrial difficulties and spare no effort to ensure production and smooth delivery.
At present, following the issuance of the first batch of "white list" of 666 enterprises to resume work and production, Shanghai has launched the second batch of "white list" of enterprises to resume work and production. At the press conference on epidemic prevention and control in Shanghai held on the morning of April 30, Zhang Hongtao, chief engineer of Shanghai Municipal Commission of economy and information technology, introduced that on the basis of summarizing and improving the preliminary work and in accordance with the principle of focusing on key points and orderly promotion, the second batch of 1188 "white list" enterprises have been launched to continuously ensure the recovery of key industrial chains such as automobiles, integrated circuits, biomedicine and new chemical materials, On this basis, some districts have also promoted the resumption of a number of qualified enterprises.
In terms of alleviating the problems of logistics and transportation, aiming at the transportation and supply of raw materials and parts, Shanghai implements the relevant requirements of ensuring smooth logistics and promoting the stability of industrial chain supply chain, and helps enterprises get through the transportation and logistics inside and outside the city by handling vehicle passes. "With the support of brother provinces and cities, we have formed inter provincial working classes around industries with high logistics demand such as automobile and chemical industry; we have also set up inter provincial production material transfer stations to open up regional production material transportation channels on the premise of epidemic prevention safety. On the whole, the smoothness of inter provincial logistics is continuously improving." Zhang Hongtao introduced.
The relevant person in charge of an auto enterprise reported to the first finance and economics reporter today that Shanghai auto parts enterprises are returning to work and production one after another. The closed resumption of work of enterprises can help alleviate the pressure of the supply chain, but the auto supply chain is very long, which is the integration from upstream to downstream. In the process of resuming production, some parts suppliers in Shanghai found that some raw materials encountered difficulties in purchasing from upstream parts manufacturers such as Kunshan and Suzhou, Relevant departments are actively coordinating.
