On April 25, after a week-long pressure test, SAIC Volkswagen MEB factory and Anting No. 3 automobile factory started the whole line and ushered in the smooth offline of the first batch of vehicles after the factory resumed production, including Tiguan L, huiang, new Audi a7l, ID. pure electric family and other models.
The first financial reporter learned that most of the vehicle and parts companies under Saic Motor Corporation Limited(600104) and other vehicle and parts companies in the Shanghai automobile industry chain did not "enjoy" the May Day holiday, but used the holiday to accelerate the resumption of work and production to make up for the lost output.
Since April 18, SAIC passenger car, SAIC Volkswagen, SAIC GM, Huayu Automotive Systems Company Limited(600741) , Anji logistics and other enterprises have successively started the pressure test of resumption of work and production. Since March, more than 40000 SAIC new cars have been sent around the world.
The press conference on covid-19 pneumonia prevention and control in Shanghai held on April 30 mentioned that the resumption rate of the first batch of "white list" enterprises in Shanghai exceeded 80%. SAIC, Tesla and other complete vehicle enterprises have continuously realized the offline of complete vehicles, and relevant parts supporting enterprises have also returned to work one after another. Automobile enterprises have improved their productivity and capacity utilization. On the basis of improving the preliminary work, Shanghai recently launched the second batch of 1188 "white list" enterprises.
"The automotive industry is a representative of a sophisticated and efficient supply chain system. A management model like just in time (low inventory or zero inventory) brings great cost advantages and risks." Cui Dongshu, Secretary General of the Federation, believes that the auto industry should speed up the adjustment of the supply chain through the reflection of the epidemic.
accelerated resumption of work and production
Since then, Saic Motor Corporation Limited(600104) subsidiaries such as SAIC Volkswagen, SAIC GM and United electronics have successively passed the pressure test and began to resume production. Approaching the May Day holiday, in order to accelerate the ramp up of production capacity, SAIC passenger car port base has arranged nearly 400 suppliers in terms of supply chain alone, and comprehensively investigated the production capacity, inventory and raw materials of suppliers. Sealing control management brings many inconveniences to project R & D and production. Engineers and employees of SAIC enterprises "retrograde" stationed in the company to ensure that product R & D is promoted according to nodes.
At present, Saic Motor Corporation Limited(600104) a number of complete vehicles, including Zhiji, Feifan, Rongwei and Mg mingjue, have been put off the production line successively in SAIC Lingang factory after the resumption of work and production. At the same time, Huayu Automotive Systems Company Limited(600741) all affiliated enterprises have accumulated more than 11000 production people in the factory, and strive to meet all kinds of needs of vehicle customers inside and outside Shanghai.
As one of the most important cities in China's auto industry, Shanghai and its surrounding areas also focus on many global auto parts multinational enterprises and a large number of Chinese local parts suppliers. Their business scope covers auto engines, power batteries, chips, body interior and exterior decoration and other links in the industrial chain. The number of parts of a car exceeds 10000, involving parts distributed in thousands of producing areas and from hundreds of suppliers.
Saic Motor Corporation Limited(600104) 's stress test is not only a signal for the gradual recovery of vehicle production, but also involves upstream enterprises of the industrial chain, which will accelerate the restart of the automobile industrial chain.
"During the worst period of the epidemic, there were less than 30 people in Minhang factory. Later, we entered the white list of resumption of work. At present, more than 100 workers have returned to the factory for closed production, and the return rate is more than 60%." An auto parts supplier hrbp Wang Lei told the first financial reporter.
A new energy auto parts supplier in Shanghai provided reporters with a set of data and corresponding measures for resumption of work and production. At present, the proportion of the company's resident employees has increased from 10% in the initial stage to 50%, higher than the industry average. In order to increase the enthusiasm of employees to return to the factory, the company has launched a series of safeguard measures and additional benefits. In addition to basic accommodation and catering, the company also provides employees with materials to improve the quality of life, such as cigarettes, badminton and hot pot. In addition, in terms of income, during the closed production period, employees can get a subsidy of 300 yuan per day and double their wages on weekends.
"During the May Day holiday, our factories in Jilin and Shanghai will maintain production. As in previous years, the resident workers will get three times the salary for three days and 1.5 times the salary for two days. The company still hopes to seize the time to make up for the lost production capacity." Wang Lei told reporters that at present, most of the workers returning to the factory and returning to work are production line workers, and the blocking points of logistics earlier are gradually getting through.
The engineer of a tier 1 supplier in Shanghai told reporters that before the sealing control in Shanghai, the company arranged some road test engineers to live in Chongming's hotel and transferred some test materials to Chongming. With the improvement of the epidemic situation, some road test work began to resume.
There is an auto parts manufacturing enterprise in Fengxian District of Shanghai, mainly engaged in the manufacturing and processing of auto parts, and the sales of hardware and electricity, metal materials, electromechanical equipment, rubber and plastic products, auto parts, molds and their accessories. The company is a parts supplier of SAIC Volkswagen, SAIC GM and other vehicle manufacturing enterprises. It mainly produces automobile parts such as bearing seat, front cover hinge assembly, front cover hinge body parts, control arm seat and so on. Affected by the epidemic, the company stopped production from March 27 to April 25, which directly affected the production and manufacturing of SAIC Volkswagen, SAIC GM and other companies.
As the first batch of enterprises on the white list of resumption of work and production in Shanghai, the above-mentioned parts manufacturing enterprises have applied to relevant departments for resumption of work and production, and have been approved after confirming various conditions and safeguard measures. Since April 26, the company has obtained the permit to resume production, recalled 5 workers on the same day, and recalled 6 workers on April 27. The company said that after leaving the community, the employees transferred to the factory to live. Before the closed control of the community was lifted, the employees would not return to the community, and the responsibility for epidemic prevention was entirely borne by the company.
At the same time, after the shutdown on March 27, nearly 20 resident employees (usually living in the factory staff dormitory) have been staying in the factory. However, they have not received the official approval for resumption of work and production. Therefore, these employees have not carried out closed production during their stay in the factory for nearly one month.
With two batches of workers returning to the factory, the resumption rate of front-line production employees of the company is close to 20%. The company also said that it would gradually recall employees and restore the return to work rate to more than 50% as soon as possible.
In order to deliver the backlog orders as soon as possible and provide key parts for the normal production of vehicle enterprises, the company will work overtime during May day to continue to promote production and restore production capacity. At the same time, the company will also give certain bonus subsidies to employees who return to the factory for closed production.
open the blocking point
Although the recovery of Shanghai automobile industry chain is accelerating, the shortage of chips and logistics are still the blocking points on the road of recovery.
Shanghai and its surrounding areas are the core gathering areas of China's automobile industry. In 2021, the national automobile output was 26.528 million. Among them, the output of automobiles in Shanghai is 2.832 million, accounting for about 10.7% of the total output of automobiles in China.
Recently, the Shanghai Zhangjiang Hi-Tech Park Development Co.Ltd(600895) 895 entrepreneurship camp held an online forum on "automobile industry chain under the epidemic". A person in charge of an auto parts enterprise said at the meeting that most of the logistics in the country have been affected to varying degrees. The goods sent by the company to the southwest should be disinfection and sterilization at the transit station, and some sites even need the main engine factory to pick up the sealed and controlled goods in person.
As the current round of epidemic is sporadic, the impact on the supply chain is becoming more and more serious. People, equipment, materials, logistics and epidemic prevention safety in the process are all problems that car enterprises and suppliers need to consider and solve.
A person related to Baosteel logistics told reporters that since mid March, Baosteel has built temporary dormitories in the plant and provided some employees with tents, sleeping bags and other daily necessities. It has been in a closed production state, but the stagnation of logistics has made it difficult for products to leave the factory and supply them to the downstream. Recently, more employees began to return to the factory, and the logistics situation has gradually improved. With the pass, logistics can ensure the transportation of urgent items.
In addition, some insiders pointed out that some small enterprises in the automobile industry chain have not returned to work and production at present. At present, the automobile production line is lack of small parts produced by small enterprises, and the whole production line cannot operate.
"A car has tens of thousands of parts. Without any one, it can't be produced." A person in charge of a parts supplier said that at the beginning of the epidemic, the company worked overtime and hoped to deliver to customers on time. However, it is not enough for the parts produced by the company to be delivered to customers. The production of the whole vehicle can only be guaranteed if the parts of all other suppliers are available.
The shortage of chips is still the "stumbling block" of the automotive industry. Not long ago, Zhiji L7 overcame many challenges and held a new online listing meeting.
"Zhiji L7 is a high-end new energy vehicle, which uses a lot of very advanced chips and some chips used for the first time in the world. However, the more high-end chips are used, the greater the pressure on the supply chain, because the delivery cycle of chips is long." Wang Jianfeng, general manager of Zhiji automobile supply chain, said that now, the company has held risk supply meetings with top suppliers in the whole supply chain every night for nearly a month.
In the view of Cui Dongshu, Secretary General of the Federation of passengers, Saic Motor Corporation Limited(600104) the resumption of work and production has a great role in promoting the industry. Accelerating the dynamic clearing of social aspects in Shanghai will also make the car market enter a good production state. At the same time, the epidemic reminded the supply chain system to establish a new risk prevention mechanism.
