Since mid April, Shanghai has promoted the resumption of work and production of key enterprises in batches and in a planned way in accordance with the principle of “step-by-step and chain promotion”.
“I think the way to drive enterprises to return to work by promoting the industrial chain is very correct, which gives great confidence to the upstream and downstream of the automobile industry.” Fan Zefang, Secretary General of Shanghai Auto Parts Industry Association, said in an interview with chinanews.com on the 21st.
Fan Zefang believes that the epidemic is actually a big test of Shanghai’s automobile industry chain. “In the past, we have been talking about the safety of the industrial chain, but we have always stayed in theory, which is equivalent to a simulation test. This real exercise can be said to reshape the whole automobile industry chain and supply chain in Shanghai to a great extent.”
Fan Zefang said that although the auto industry is still a certain distance from full resumption of production and there are still many problems to be solved, it can be seen that Shanghai’s layout in terms of auto supply chain and industrial chain security. After this big test, I believe that Shanghai’s auto industry will have better development in the future.
Official data show that as of May 19, more than 1200 auto parts enterprises in Shanghai have resumed work and production Saic Motor Corporation Limited(600104) , Tesla‘s factories in Shanghai have realized 21000 and 26000 off-line vehicles respectively since the resumption of work. At present, the four complete vehicle enterprises of SAIC passenger car, SAIC GM, SAIC Volkswagen and Tesla basically realize continuous and stable production, and about 2000 complete vehicles are offline every day.
“At present, the vehicle base in Shanghai has realized single shift production, and the production capacity is also recovering rapidly. We will strive to make the production and sales in May as close as possible to the level of the same period last year.” The relevant person in charge of SAIC passenger cars told reporters. It is reported that SAIC passenger cars started the pressure test of resumption of work and production on April 18, and the first vehicle was offline in only one day. While ensuring the epidemic prevention safety of 35000 employees in the closed plant, the company is accelerating the key work such as personnel return to work, supply chain recovery and logistics connection.
On April 19, Tesla Shanghai factory resumed production, 4767 Tesla electric vehicles were exported to the European market on May 11, and more than 4000 Tesla electric vehicles were exported to Belgium on May 15 As the largest foreign automobile manufacturing enterprise in Shanghai, Tesla Shanghai factory has continuously improved its production capacity since it resumed production Wu Xiaohua, deputy secretary of the Party Working Committee of the Shanghai Lingang Holdings Co.Ltd(600848) new film District, recently revealed that the capacity utilization rate of Tesla Shanghai Lingang Holdings Co.Ltd(600848) super factory has exceeded 45%.
In the process of returning to work and production, industrial chain coordination is very important. Wu Xiaohua introduced that in terms of industrial chain coordination and logistics guarantee, it is mainly relying on relevant departments to quickly open up the industrial chain and supply chain network in the Yangtze River Delta. Lingang New film area drives the synchronous start of the industrial chain with the resumption of vehicle leading enterprises, and cooperates with relevant departments in the urban area to help Tesla leading enterprises to get through more than 100 upstream core suppliers one by one, including the synchronous unsealing of external warehouses.
At the same time, the foreign customs also opened up the “green channel” of the whole industrial chain in time. At 20:00 on May 18, 48 diesel engines imported by Shanghai Hino Engine Co., Ltd. and a batch of auto parts imported by Toyota Motor Storage Trading (Shanghai) Co., Ltd. arrived at the inspection site of Shanghai Shanghai Waigaoqiao Free Trade Zone Group Co.Ltd(600648) port area. The customs inspection section 5 of Shanghai Waigaoqiao Free Trade Zone Group Co.Ltd(600648) port area immediately opened a “green channel” for resumption of work and production, and carried out the inspection work by using the “unaccompanied” inspection mode. After no abnormality was found, it was released at the first time, The total time is no more than 4 hours.
“Since April, in order to fully support the resumption of work and production of automobile manufacturing enterprises, we have released 100% of the parts urgently needed by the qualified automobile manufacturing industry on the same day, and assisted more than 10 automobile manufacturing white list enterprises such as Saic Motor Corporation Limited(600104) , ZF and so on to quickly pick up more than 60 tickets from the port area.” Zhou Xi, deputy chief of the fifth inspection section of the foreign port customs, said.
However, due to the closed control of employees at home and the lack of closed-loop management conditions, some small and medium-sized enterprises still feed back that they cannot return to work smoothly or the recovery of production capacity needs to be improved.
Cui Dongshu, Secretary General of the passenger car market information joint committee, believes that enterprises urgently need to establish effective risk monitoring capabilities in the existing supply chain system to quickly and accurately assess the impact of major risks on enterprise sales and profits, and formulate corresponding emergency measures, “which will become an inevitable move for enterprise supply chain strategic planning, management and implementation.” (end)
