How wide has the covid-19 pandemic affected the new energy automobile industry? What are the direct influencing factors?
On April 12, Electric Vehicle Observer launched a survey on the impact of the new crown epidemic on the new energy automobile industry. The survey shows that 90% of enterprises are experiencing various aspects and different degrees of impact. 36.1% of respondents said that the company's production or sales volume has decreased by more than one-third.
Among the direct causes of the impact, nearly 60% of respondents chose logistics stagnation; in addition, nearly 40% of respondents chose parts shortage - which is also related to logistics.
01
The company's production and sales volume decreased, and the delivery was delayed
The survey covered OEMs, parts companies, raw material factories, aftermarkets and charging operation companies, etc., and most of the respondents were management posts, so they had a sufficient understanding of the company's situation.
Surveys show that the impact of the epidemic is widespread. Only 10 percent of respondents said their businesses were not affected by the pandemic.
Among the affected respondents:
32.3% of respondents believe that enterprises are affected by 10%-30%, accounting for the largest proportion.
This was followed by 31.6 percent of respondents who said that their production or sales volume was affected by 10 percent or less.
18.8% were affected by more than 50%.
17.3% of the respondents' production and sales were affected by 30%-50%, mainly distributed in parts and components companies.
The extent to which production or sales volumes are affected
It is believed that more than 50% of the respondents are mainly distributed in trading and distribution enterprises and automakers. Trade and circulation enterprises cannot carry out business because of social static or logistics factors, and the impact is the greatest, which can be understood.
A Tangshan dealer interviewed by "Electric Vehicle Observer" was asked to close the store for 20 days from the end of March to the beginning of April. In March, only 50 cars were delivered. The dealer said that if it continues to operate, it should be able to deliver about 90 vehicles in March.
OEMs are also greatly affected due to their large-scale integration of components.
For example, Li Bin, the founder of Weilai Automobile, said that a car is almost a part can not be produced, and the production of Weilai vehicles has long been suspended, the main reason is that supply chain partners in Jilin, Shanghai, Jiangsu and other places have stopped production and cut off supply.
Enterprises in other links are also affected, but to a lesser extent.
A raw material factory in Shanghai has adopted closed-loop production for three weeks, and it can still adhere to it for one week, and production has been reduced by about 20%. However, the logistics are blocked, the goods cannot be sent out, and the materials behind cannot come in, and the overall mood is greatly affected.
A direct manifestation of the impact on production and operation is the delay in product delivery.
Regarding the delay in delivery of products, 60.9% of enterprises delayed within 30 days, 23.3% of enterprises delayed by 30-90 days, and only a few 5.3% of enterprises delayed by more than 90 days.
Somewhat comfortingly, when it comes to product delivery delays, respondents say that most customers can express understanding.
The number of days that product delivery is delayed
The impact of the epidemic on enterprises has not yet been immediately reflected in employee compensation.
The survey shows that a considerable number of enterprises pay salaries normally and there is no arrears. Even some business owners still give employees a salary increase, which is worthy of praise.
Wage arrears by enterprises
02
The hardest part is logistics
When investigating the reasons for the impact of enterprises, 57.9% of people chose logistics stagnation, 46.6% of people chose to weaken market demand, and 39.8% chose to have a shortage of parts, which was mainly affected by logistics.
It can be seen that the stagnation of logistics is the most important reason.
Why Businesses Are Affected (Multiple Choice)
In the questionnaire, the respondents' self-filled memorable things during the epidemic can also reflect this:
"The logistics problem is the biggest problem, raw materials can't come in, products can't go out."
"The logistics problem is very serious! If this continues, it will inevitably affect the enthusiasm of foreign enterprises to invest. ”
"The company's closed-loop production, but the logistics are blocked, the goods cannot be sent out, the materials cannot come in, and the overall mood is greatly affected."
"The willingness to consume has declined, and the speed of commodity circulation has slowed down. The pace of life has changed, ordinary people are getting more and more difficult, cherish the present. ”
……
Parts can not come in, products can not be shipped out, the two ends of the enterprise is limited, is a major problem, only 18.8% of the respondents said that the logistics is normal. More than 60% of respondents said that parts could not be transported in. More than 40% said that the products could not be shipped out.
Whether the logistics are normal
We interviewed several respondents.
Zhejiang Geely Logistics Vehicle Factory, mainly auxiliary control parts need to be purchased from Shenzhen, Shenzhen epidemic situation can not be transported, has been delayed delivery of more than 15 days. Since no parts from Shanghai are used, it is good that they are not affected by Shanghai sealing.
A battery cathode manufacturer in Shandong, raw material supply is the biggest problem. The mine cannot be transported in, there is no raw material production, and the well-produced products cannot be shipped out, and inventory can only be accumulated. Lithium carbonate has already shown signs of price reduction, and it cannot lock in the price, and it is very anxious not to sell it now.
The reason for the impact of enterprises is not only the stagnation of logistics, but also the weakening of market demand.
Surveys show that most customers are more motivated to buy products than before. A new energy vehicle sales outlet in Zhejiang sold more than 100 vehicles in March, and only 7 vehicles were sold in April.
The charging industry is also very bleak, due to the closure of charging stations due to the epidemic, the frequency of travel is reduced, the demand for charging is greatly reduced, and the closure of some charging stations with low utilization abounds.
A leading charging operation enterprise in Taiyuan, Shanxi, due to the significant reduction in charging customers, has closed some charging stations, especially public fast charging stations, which have suffered serious losses and delayed the payment of employee wages.
Some operating enterprises mentioned that the income of online ride-hailing drivers has dropped sharply, from 500-600 yuan / day to 200-300 yuan / day.
03
The epidemic is difficult to assess for a long time
COVID-19 has become the norm.
According to the survey, 73.7% of the respondents believe that the new crown epidemic has caused the slowdown in the development of the new energy automobile industry, 15% believe that it is not affected, and 11.3% believe that it is accelerating development.
The impact of the COVID-19 epidemic on the development of the new energy automobile industry
When estimating future impacts, the data is relatively optimistic.
66.2% of the respondents believe that the new crown epidemic will slow down the development of the new energy automobile industry in the future, 18% believe that it will not be affected, and 15.8% think that it will accelerate development.
It is estimated that the impact of the new crown epidemic on the new energy automobile industry in the future
Although the impact of the epidemic on enterprises is very large, some enterprises can also flexibly adjust their business strategies to help themselves.
SAIC Volkswagen comprehensively considers the recent completion of production tasks, evaluates the progress of the epidemic and the supply of parts, and does its best to ensure the delivery of user orders at low speed production.
The situation is similar to that of SAIC-GM and SAIC Volkswagen. At present, many factories in Pudong have achieved closed-loop production, and workers have laid floors in the factory. At present, Chevrolet, Buick and Cadillac models are basically in production, and although the production capacity has declined, it has basically stabilized production.
The main business of a battery service provider is to do battery restructuring and balancing services for bus companies and operating companies, and the impact of the epidemic cannot travel, and the main business is all stagnant, waiting for work at home. They began to transform into cascading batteries, shifting from selling services to selling products. Some developing countries have unstable power grids, and they also make small household energy storage exports of 10 kWh electricity.
A battery recycling enterprise in Foshan, Guangdong Province, mainly recycles first-hand sources. Customers are usually in a hurry to produce waste batteries and dispose of them as soon as possible for safety. In the past, the company's procurement personnel picked up the goods on the spot, and now the epidemic people can't get by, so they have to find local recycling outlets to pick up the goods for temporary storage, and then charge storage fees at tons according to the length of storage time. Although the procurement cost increased slightly, it was collected by the outlets in a unified manner, which improved the recovery efficiency of the procurement staff.
At present, the new crown epidemic is still spreading in various places, and similar to Shanghai's sealing and control management measures, it has also been "copied" by various places. Especially on highways that shoulder the task of logistics and transportation, prevention and control measures are often increased by local layers. This will continue to have a negative impact on the new energy automobile industry.
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