Production was blocked due to the epidemic, and many companies were forced to suspend production
Under the epidemic, the automotive supply chain is once again facing a severe test.
On the 11th, Bosch also said in a statement that in order to comply with local epidemic prevention and control regulations, a factory in Shanghai that produces domestic hot water systems and an auto parts factory in Jilin have suspended production. Meanwhile, Bosch’s auto parts factories in Shanghai and Taicang, Jiangsu have also adopted a closed-loop operation model to maintain production.
Considering that the domestic epidemic is showing a multi-point spread and local large-scale outbreaks, the encounters of Great Wall and Bosch are not surprising. In fact, as early as March, when the epidemic broke out in Jilin, FAW made arrangements to suspend production of many of its brands. The epidemic began to break out in Shanghai in the middle and late March, and this wave of production cuts and work stoppages further spread among enterprises in the Shanghai area. Come.
At present, many companies in Shanghai on the parts supply side are struggling due to the epidemic. Relevant staff of a head harness company previously told Gasgoo that their local Shanghai factory began to arrange closed-loop management of employees in the factory around March 24 to maintain the operation of the factory. Another supplier of automotive wiring harnesses and electrical appliances in Pudong, Shanghai also revealed that during this round of epidemic, they arranged for about 1/3 of their employees to stay in the factory to maintain production. Later, the company even tried to apply for passes for employees many times, but Due to various reasons, it has not been processed for a long time.
The production rhythm of upstream parts suppliers was disrupted, the shipment arrangement was interrupted, and the life of downstream auto companies was also very difficult. SAIC Volkswagen’s plant in Anting, Jiading, Shanghai entered closed-loop production on March 14 and stopped some production on March 31. SAIC-GM’s plant in Jinqiao, Pudong, has also slowed down production due to the epidemic. Tesla’s Shanghai factory even shut down for two days as early as mid-March due to epidemic prevention. Then at the end of March, Shanghai implemented a new round of epidemic prevention measures, proposing to implement nucleic acid screening in Pudong and Puxi in batches with the Huangpu River as the boundary, and the Tesla factory was forced to stop production again.
In March, although many car companies and parts suppliers suspended some production due to the need for epidemic prevention, the impact on the production side is not particularly obvious at present. According to the March production and sales data released by the Passenger Car Association, a total of 1.823 million new passenger vehicles were produced in China last month, a month-on-month increase of 22.0% and a year-on-year decrease of only 0.3%.
In 2021, Guangdong Province will produce a total of 3.3846 million vehicles, accounting for 12.76% of the country’s total vehicle production, ranking first in the country, of which new energy vehicle production accounts for more than 15%. It is followed by Shanghai, Jilin Province and Hubei Province, respectively. Last year’s automobile production was 2.8332 million, 2.4241 million and 2.099 million, accounting for 10.68%, 9.14% and 7.91% of the country’s total automobile production.
However, there are exceptions. Many respondents in this survey believe that even with the impact of the epidemic, the market demand for new energy vehicles will still be very strong this year, which has actually been reflected in the first quarter. Although a number of new energy vehicle companies have previously announced price increases for their products, this has not affected consumer enthusiasm in the end market. According to data released by the Passenger Federation, the cumulative wholesale sales of new energy passenger vehicles in China in March reached 455,000 units, a year-on-year increase of 450,000 units. An increase of 122.4%, a month-on-month increase of 43.6%; the wholesale of new energy passenger vehicles from January to March was 1.190 million, a year-on-year increase of 145.4%.
It is worth noting that, considering that Shanghai is also the location of the world’s largest container seaport, Shanghai Port, the continuation of the epidemic containment measures will also affect the import and export of auto parts and vehicles to a certain extent, which will further affect the global market. shock. This year, many autonomous car companies have made going overseas as the focus of their efforts. Whether this epidemic will disrupt the rhythm of local car companies going overseas to a certain extent remains to be paid attention.
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Post time: Apr-15-2022