Affected by the multi-point distribution of covid-19 pneumonia and other factors, China’s automobile production and sales completed 1.205 million and 1.181 million respectively in April, with a significant decrease year-on-year and month on month.
In view of the practical difficulties faced by automobile enterprises, the Ministry of industry and information technology, together with relevant local governments and departments, has taken rapid action to promote the solution of more than 4000 batches of enterprise logistics transportation and resumption of work and production.
The Ministry of industry and information technology said that the resumption of work and production of the automobile industry has achieved phased results, the automobile production and sales have gradually recovered, and the kinetic energy of the bottom rebound is gathering. We will pay close attention to studying policies and measures to stabilize and expand automobile consumption and promote the accelerated recovery of automobile consumption; We will promote the collaborative resumption of work and production between upstream and downstream of automobiles, strengthen the supply guarantee of automobile chips and the price stabilization of bulk raw materials, and make every effort to ensure the smooth and stable supply chain of the industrial chain.
Data show that from May 1 to 18, 15 key automobile enterprise groups produced 680000 vehicles, a year-on-year decrease of 32.0%, which was nearly 20 percentage points narrower than that in April. From May 1 to 15, 456000 passenger cars were wholesale nationwide, a year-on-year decrease of 24% and an increase of 28% over the same period last month.
supply blocked and demand weakened
Affected by the epidemic and other factors, in April, some vehicle manufacturing enterprises and parts enterprises in the core areas of the automobile industry, such as Shanghai and Jilin, fell into shutdown, and automobile production and sales declined.
According to the data released by China Automobile Industry Association, in April this year, the production and sales of automobiles reached 1205000 and 1181000 respectively, a year-on-year decrease of 46.1% and 47.6%. In April, the sales volume fell below 1.2 million, the lowest monthly level in the same period in recent 10 years.
Cui Dongshu, Secretary General of the Federation of passengers, analyzed that the national radiation effect of the parts system in Shanghai is prominent, coupled with the shortage of some imported parts affected by the epidemic, the domestic parts system suppliers involved in the Yangtze River Delta are unable to supply in time, and some even shut down or stop operation completely. In addition, the logistics efficiency is reduced, the transportation time is uncontrollable, and the problem of poor automobile production in April is prominent.
In view of the difficulties of enterprises, the Ministry of industry and information technology, together with relevant local governments and departments, organized to build a “smooth coordination platform for the supply chain of the automobile industry chain”, established a ministry provincial (city) collaborative linkage mechanism, promoted the solution of more than 4000 batches of enterprise logistics transportation and resumption of work and production, and actively opened up the supply chain blocking points for automobile enterprises.
According to the Ministry of industry and information technology, Xin Guobin, Vice Minister of industry and information technology, recently went to China Automobile Circulation Association to investigate the automobile industry chain. On site video link China first automobile group and Beijing Xianglong Borui automobile service (Group) to understand the front-line production and sales, schedule the resumption and production promotion of Shanghai Economic and Information Technology Commission and Jilin Provincial Department of industry and information technology, and listen to the reports of China Automobile Circulation Association and China Automobile Industry Association on industrial economic operation and policy suggestions.
Xin Guobin stressed that the automobile industry is an important pillar industry of the national economy, with a long industrial chain, wide coverage and strong driving force. Although there are signs of improvement in the automobile market, it is still facing the “two-way pressure” of blocked supply and weak demand. We must adhere to the principle of “demand first and supply and demand both sides”, reverse the downward trend as soon as possible, and provide strong support for stabilizing the overall economic market.
In terms of actively promoting consumption, the Ministry of industry and information technology will pay close attention to studying policies and measures to stabilize and expand automobile consumption, continue to strengthen the promotion and application of new energy vehicles, accelerate the recovery of automobile consumption, stimulate supply with demand and realize a virtuous circle.
In terms of making every effort to stabilize production, the Ministry of industry and information technology will continue to play the role of smooth coordination platform and central local linkage mechanism, continue to improve the “white list” system, promote the collaborative resumption of work and production of upstream and downstream vehicles, strengthen the supply guarantee of automobile chips and the price stabilization of bulk raw materials, and make every effort to ensure the smooth and stable supply chain of the industry chain.
Xin Guobin said that China is not only the world’s largest automobile producer, but also the world’s largest consumer. It has a complete industrial system, diversified market demand, and strong economic repair ability and self circulation ability. With the effectiveness of epidemic prevention and control and the introduction of relevant support policies, China’s automobile industry will be able to overcome difficulties and achieve stable and healthy development.
automobile market is expected to gradually recover
Recently, all localities have also taken the initiative to take multiple measures to effectively help enterprises get through the blocking points and checkpoints, and make every effort to ensure the stability and smoothness of the supply chain of the automobile industry chain.
Shanghai is an important city of China’s auto industry, with auto output accounting for about 11% of the national output. A number of auto parts suppliers occupy an important position in China. At present, Shanghai has issued two versions of the guidelines for the prevention and control of the epidemic situation in the resumption of work and production of industrial enterprises in Shanghai, focusing on ensuring the continuous and stable production of Saic Motor Corporation Limited(600104) , Tesla, establishing a special coordination mechanism for red light suppliers (inventory less than 3 days), issuing four batches of white name lists (involving about 1500 auto parts enterprises), and building seven emergency supply transfer stations for important materials, Promote auto parts enterprises to resume logistics and transportation, resume work and production, and help the stable operation of the national auto industry with chain and belt.
As of May 19, the factories of Saic Motor Corporation Limited(600104) , Tesla in Shanghai have realized 21000 and 26000 off-line vehicles respectively since the resumption of work; More than 1200 auto parts enterprises in the city have resumed work and production. A number of parts suppliers such as continental tamic and Shanghai transmission resumed work and increased production capacity, ensuring the gradual restoration of stability in the industrial chain of Chinese auto enterprises such as FAW, Dongfeng, Chang’an, GAC, BAIC, Byd Company Limited(002594) , great wall and Geely.
Under the special class mechanism for stabilizing the supply chain of key industrial chains in Jiangsu Province, the Department of industry and information technology of Jiangsu Province has specially set up a working group for coordinating and ensuring the supply of automobile industry chain, established a four-level contact mechanism at the provincial, municipal, county and township levels, focused on monitoring the suppliers of red light (inventory less than 3 days) and yellow light (inventory less than 7 days), carried out accurate coordination, and promoted the resumption of work and production of enterprises with “one enterprise and one policy” according to the requirements of “being able to recover as much as possible” and “rapid batch and rapid recovery”, Through the implementation of closed production, accelerating the approval process of logistics pass, carrying out point-to-point logistics guidance by specially assigned personnel, scientifically guiding enterprise epidemic prevention and control and other measures, we can effectively ensure the supply demand of auto parts inside and outside the province.
In the face of the impact of the epidemic, the Department of economy and information technology of Zhejiang Province quickly launched the emergency working mechanism of automobile industry chain guarantee. Including the establishment of two lists: combing and forming 601 enterprises in the “white list of key industries in the Yangtze River Delta“, Mopai and establishing 214 enterprises in the “white list of supply chain of automobile and parts industry chain in Zhejiang Province”, provinces, cities and counties are linked to strengthen epidemic prevention and control, help enterprises and other service guarantees; Make good use of two platforms: make comprehensive use of the “smooth supply chain coordination platform of automobile industry chain” of the Ministry of industry and information technology and the “one touch transportation guarantee platform of industrial chain” of Zhejiang Province, receive more than 1000 appeals for logistics transportation and resumption of work and production of 413 complete vehicle and parts enterprises, and arrange special personnel to coordinate and implement the appeals one by one.
While promoting the resumption of work and production in the automobile industry, measures to stimulate automobile consumption have also been intensively introduced in recent years. For example, Guangzhou increased 30000 car purchase indicators and Shenzhen increased 10000 car purchase indicators. The Shenyang municipal government has invested 100million yuan to provide automobile consumption subsidies to individual consumers (unlimited registered residence) who buy cars in Shenyang.
With the effective control of the epidemic, the promotion of resumption of work and production and the effective implementation of consumption promotion policies, the automobile market is expected to gradually pick up. The China Automobile Circulation Association said that with the improvement of the epidemic in May, the previously suppressed demand for cars will be released. At the same time, relevant state departments and local governments have successively issued some consumption promotion policies, and automobile main engine manufacturers have also successively issued assistance measures. Overall, car sales are expected to increase month on month in May. Due to the uncertainty of the epidemic, sales may fluctuate.
