Even during the “May Day” holiday, the practice of the new force of car making publishing the report card delivered last month on the first day of each month has not been interrupted.
As of the time finance press release, GAC ea’an, Zero run automobile, Xiaopeng automobile, Weilai, ideal automobile, Nezha automobile and extremely krypton have released the delivery data in April. Among them, ai’an ranks first in terms of monthly delivery of 10212 new vehicles, and the delivery volume of “zero small Nawei Liji” is 9087, 9002, 8813, 5074, 4167 and 2137 respectively.
In terms of growth rate, Zero run automobile ranked first with a year-on-year growth rate of about 230%, and the year-on-year growth rates of Nezha automobile and Xiaopeng automobile were 120% and 75% respectively. However, a number of auto enterprises experienced a sharp decline month on month, with the decline of more than 40% month on month in ai’an, Weilai, ideal automobile and Xiaopeng automobile.
“The orders of various car enterprises are sufficient, and the delivery volume is lower than expected, which is mainly affected by the supply chain.” Insiders told times Finance on May 1. Another source close to the new power auto enterprises said, “the different performance of various auto enterprises is mainly affected by the geographical location of the origin and the main supply chain. In fact, everyone has worked hard, which is the result of the efforts of various auto enterprises”.
Li Bin, the founder and CEO of Weilai, once said that some parts of Weilai were cut off in mid March and reluctantly supported by some parts inventory. Later, there was an epidemic in Shanghai, Jiangsu and other places. Many partners could not supply the goods and had to suspend production.
Shen Yanan, co-founder and President of ideal automobile, also said that affected by the recent epidemic, the supply chain, logistics and production of the whole industry have been disturbed. Ideally, some production bases and more than 80% of parts suppliers are located in epidemic areas, and some suppliers were difficult to supply before. “At present, ideal automobile is working with supply chain enterprises to actively restore production capacity and shorten the waiting cycle for car collection of ideal one users under the condition of meeting the requirements of epidemic prevention and control”.
Previously, the auto industry in Shanghai and other places has successively resumed work and production, and the production capacity has gradually climbed. “With the help of relevant ministries and competent departments, Xiaopeng automobile actively cooperates with upstream and downstream to overcome industrial difficulties and spare no effort to ensure production and smooth delivery,” Xiaopeng said.
It is reported that on April 16, the Shanghai Municipal Commission of economy and information technology issued the guidelines for the prevention and control of the epidemic situation of resumption of work and production of industrial enterprises in Shanghai (the first edition), which requires to effectively promote the resumption of work and production of enterprises under the premise of ensuring controllable risks, so as to ensure the safety and stability of the supply chain of the industrial chain. According to incomplete statistics, in the list of the first batch of enterprises to resume work published in Shanghai, there are more than 200 automobile related enterprises, accounting for about one third.
At the same time, relevant departments are also strengthening the smooth coordination of logistics and promoting the stability of industrial chain and supply chain.
“The three provinces of Jiangsu, Zhejiang and Anhui and Shanghai will further optimize the ‘white list’ of supply chain guarantee, promote the sharing and two-way mutual recognition of lists across provinces and cities, speed up the trial establishment of the ‘white list pool’ system of key industrial chain supply chains and their supporting supply enterprises in different places in the Yangtze River Delta, jointly guarantee and promote the coordinated resumption of work and production of the whole industrial chain in the Yangtze River Delta.” On April 19, Wu Qing, member of the Standing Committee of Shanghai municipal Party committee and executive vice mayor, said. It is understood that at present, Zhejiang Province, Jiangsu Province and Shanghai are cooperating to establish the first batch of six emergency supply transfer stations for important materials in the Yangtze River Delta, of which four have been completed and officially put into operation.
It is noteworthy that the epidemic not only disrupted automobile production, but also affected the automobile consumption market to a certain extent. Cui Dongshu, Secretary General of the Federation of passengers, said earlier that “the direct loss and impact of the epidemic on the national automobile production account for about 20% of the total production, and there is still great uncertainty in the future”. In this regard, while trying to help key areas resume work and production and ensure the recovery of the industrial chain, the state also issued relevant policies to vigorously promote automobile consumption.
On April 25, the general office of the State Council issued the opinions on further releasing consumption potential and promoting sustainable recovery of consumption, proposing to support the accelerated development of new energy vehicles and encourage new energy vehicles to go to the countryside. Cui Dongshu said in an interview, “this has a good guiding significance for stabilizing and promoting automobile consumption, and is conducive to local governments to further introduce specific measures to promote automobile consumption”. In addition, according to incomplete statistics, within 30 days from the end of March to the end of April, 13 provinces, autonomous regions and cities, including Guangdong, Sichuan, Beijing and Tianjin, issued a series of new energy vehicle development plans, as well as policies to promote new energy vehicle consumption and strengthen the construction of charging and replacing infrastructure.
\u3000\u3000 “Under the epidemic situation, vehicle enterprises should not only have alternative supplier systems, but also form a corporate culture focusing on safety and risk prevention, and reduce risks through measures such as supplier diversification and place of origin diversification under the crisis. Since then, some powerful and adequately funded vehicle enterprises will consider strengthening self-research and self supply of core parts such as chips, put reducing the concentration of parts suppliers on the agenda and adopt more diversified methods Supply plan to reduce the impact on production and supply due to changes in the external environment. ” As for how to improve the ability of vehicle enterprises to deal with risks, the aforementioned insiders said that if the supply chain stability and production can be guaranteed in the follow-up, the overall delivery volume of new forces will jump to a new level this year.
Guangzhou Automobile Group Co.Ltd(601238) relevant person in charge also said in an interview earlier that first, if conditions permit, we should help supply chain enterprises establish factories in many places across the country to realize “backup”; Second, we should re-examine the selection logic of suppliers and optimize the selection criteria of different types of parts suppliers such as core parts, high-volume parts and non core small batch.
