The epidemic in Shanghai has also had a great impact on the industrial chain in the surrounding areas, especially the upstream and downstream of integrated circuits and new energy. However, with the recent orderly resumption of work and production in Shanghai, the production and operation of relevant enterprises in the surrounding industrial chain has become more stable.
According to the reporter of securities times · e company, integrated circuit and new energy science and Innovation Board enterprises in Jiangsu, Zhejiang and other places continue to ensure the stability of production and operation and the smooth operation of supply chain on the basis of doing a good job in epidemic prevention and control.
reduce the impact of the epidemic on production
Since the outbreak, new requirements have been put forward for Chinese semiconductor enterprises in terms of epidemic prevention and control and enterprise operation management. China Resources Microelectronics Limited(688396) which is registered in Wuxi City, Jiangsu Province, is a leading power semiconductor enterprise in IDM mode. It is reported that in the face of the epidemic, China Resources Microelectronics Limited(688396) has built a “double line of defense” for epidemic prevention and control and safe production. At present, the company has formed a combination scheme of “normalization of epidemic prevention and control” + “emergency mechanism of epidemic prevention and control”, so as to minimize the impact of the epidemic on the company’s production, sales and other links.
During the epidemic period, materials and supply chain guarantee are the top priority China Resources Microelectronics Limited(688396) relevant person in charge introduced to the reporter of securities times · e company that the current epidemic prevention situation has brought challenges to the company’s material supply chain, and the transportation checkpoints in Xicheng are strictly controlled. In order to ensure the material transportation under the “disease prevention and control” policy, the company has established a special “material connection team” to command in an orderly manner, arrange the connection by classification, and establish a smooth communication mechanism with Wuxi Municipal government, Jiangsu Province, Shanghai and relevant national departments, Ensure the timely delivery of production materials.
“From the perspective of production and operation, at present, the capacity of wafer manufacturing sector is still full, and the product structure and customer structure are being adjusted to medium and high-end applications; the sealing and testing sector continues to upgrade the customer and product structure, fully ensure the resource demand of high-quality customers and reduce the impact of epidemic factors.” The official said.
Wuxi Autowell Technology Co.Ltd(688516) is also located in Wuxi. The company’s products are mainly used in the sealing and testing links of photovoltaic industry, lithium battery industry and semiconductor industry. “At present, the company is basically normal. From late March to early April, the production of the company’s subsidiaries was interrupted due to the impact of epidemic control on the production site, and the work was resumed on April 11. At present, the production is normal. At present, some districts in Wuxi are still sealed and controlled, and more than 20 colleagues are isolated at home, but it does not affect the overall production progress of the company.” Wuxi Autowell Technology Co.Ltd(688516) told reporters.
It is understood that after the middle of April, with the coordination and support of the government and strict control of the epidemic situation, the shipment of Wuxi Autowell Technology Co.Ltd(688516) products was basically restored, but the supply of trucks could not be fully met and the shipment was delayed. In addition to the materials from Shanghai, Suzhou and Kunshan, the materials from other regions required for production can arrive at the company normally, although the arrival time is delayed compared with that before. The production personnel of the company are basically on duty, and the personnel on duty are in good condition.
Wuxi Autowell Technology Co.Ltd(688516) relevant person in charge said that at present, the client demand of the company has not been greatly affected, but the installation and commissioning time of the equipment required by the customer is longer than before, mainly because the installation and commissioning personnel of the equipment manufacturer need to be isolated after arriving at the site. The customer actively coordinates with the local government to speed up the installation and commissioning progress under the condition of epidemic prevention as much as possible. Suppliers of imported parts enter customs from other ports, or transfer Shanghai production base to other regions.
achieve smooth and orderly recovery
Farasis Energy (Gan Zhou) Co.Ltd(688567) is mainly engaged in the R & D, production and sales of lithium-ion power batteries for new energy vehicles, vehicle battery systems and energy storage systems. It is in the middle of the industrial chain. Its main customers are Daimler, GAC, Geely and other large vehicle enterprises at home and abroad. The company is registered in Ganzhou economic and Technological Development Zone, Jiangxi Province. There are two bases in Ganzhou and Zhenjiang, Jiangsu Province.
Referring to the impact of the epidemic situation, Farasis Energy (Gan Zhou) Co.Ltd(688567) relevant person in charge introduced that Funeng (Zhenjiang) company’s current production and operation can basically be carried out normally. However, due to the impact of the epidemic situation in Shanghai, Suzhou and other regions, there are still some problems in the supply of raw materials (mainly parts such as cell ears, module covers and so on). Through various efforts, under the condition of meeting the epidemic prevention and control, the production of cell factories has resumed 80%, module factories 70% and the overall production has resumed 75%. At the same time, in order to ensure the stability of employment, the company currently carries out strict management and control of personnel, and forbids personnel to leave Zhenjiang before the epidemic situation is alleviated. The employment situation is relatively stable.
Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) is mainly engaged in the R & D, production and sales of Cecep Solar Energy Co.Ltd(000591) , energy storage and other new energy power supply equipment. Its products include photovoltaic grid connected inverter, photovoltaic energy storage inverter, household system, energy storage battery, etc. “Since the outbreak of the epidemic in 2022, Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) has been affected to a certain extent, but the production and operation is normal, and there is no shutdown. Therefore, there is no business of resuming work and production.” The company said.
It is understood that in order to help enterprises resume work and production, Suzhou has issued the guidelines for enterprises to speed up the resumption of work and production under the epidemic prevention and control, and the Suzhou New District Hi-Tech Industrial Co.Ltd(600736) District Management Committee has also issued several policies and measures on helping market players relieve difficulties and promote the stable development of production. Under the guidance of these policies and measures, Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) the procurement of raw materials, logistics and delivery, capital turnover, personnel on duty Internal operation efficiency and other aspects have achieved a smooth and orderly recovery.
