Shanghai has been around for more than a month this year since the first confirmed case of COVID-19 broke out in February. Like everyone else, Guozi has been paying close attention to the development of the epidemic and hopes that this wave of epidemic will pass soon.
The persistence of this outbreak has exceeded most people's expectations. The shutdown caused by the epidemic control has also sounded the alarm bell for the automotive industry.
This time, even Yu Chengdong, a veteran Huawei veteran who has experienced hundreds of battles, can't sit still.
A number of car bosses cried!
On the evening of April 14, He Xiaopeng, chairman of Xiaopeng Automobile, posted on Weibo:
"If supply chain companies in And around Shanghai can't find a way to dynamically resume work and production, all Chinese automakers may have to stop work and production in May."
Although he also said that the relevant departments are doing their best to coordinate, it is not difficult to infer from his statement that the shutdown of the epidemic has brought the automotive industry to a dangerous situation.
This statement was also supported by "Yu Dazui".
The next morning, Yu Chengdong, CEO of Huawei Terminal BG and CEO of CheBU, quoted He Xiaopeng in the circle of friends and added:
"If Shanghai continues to fail to resume work and production, after May, all technology/industrial industries involving Shanghai's supply chain will be completely shut down, especially the automobile industry!"
If this is just a statement, then there is a company whose situation is more dangerous, that is, Weilai.
As early as five days ago on April 9, Weilai, one of the benchmarks of domestic new energy car manufacturing forces, has issued an announcement declaring that
"Nio's vehicle production has been suspended."
As the last brand to raise the price of new energy vehicles, Weilai has been struggling to support for a long time. This suspension of production is even worse.
Why is it causing a production stop? CEO Li Bin explained it this way:
"A car can't produce a part. Affected by the epidemic in Changchun and Hebei, we cut off some parts in mid-March, relying on some parts inventory to barely support until last week. Recently, there have been epidemics in Shanghai and Jiangsu, and many partners cannot supply goods and can only suspend production. ”
Overnight, the automotive industry was in mourning.
How important is the Shanghai supply chain?
The epidemic has a direct impact on the automotive and technology industries.
It is precisely because Shanghai is in an extremely important position in the supply chain of various industries in China.
From the perspective of the automotive industry chain, Shanghai not only has the factories of many automotive supply giants such as Bosch and ZF, but also a number of industrial chain supporting enterprises including engines, power batteries, chips, body interiors and exteriors, etc.
From the perspective of technology companies, Shanghai also has Apple foundries Guangda, Pegatron and other enterprises. Quanta's Dagong announced a shutdown on April 13, and Pegatron announced the suspension of work at both its Shanghai and Kunshan plants.
The historical position of Shanghai in the history of China's industrial development should not be underestimated.
From the first Phoenix brand car knocked out by workers with hammers, to the first joint venture in China's auto industry, from the Apple foundry to the main factory area of the Ningde era.
Industry is The pillar industry of Shanghai, and its status and role are very important.
In addition, Shanghai also has the world's largest port, Shanghai Port, and Ningbo Zhoushan Port, which is close to the world's fourth largest port.
Shanghai is backed by the Yangtze River Delta in China, and trade radiates throughout the Yangtze River Basin. This not only gives Shanghai an extraordinary position in the domestic and even global supply chain system.
It can be seen that the closure of the epidemic in Shanghai can be described as a huge blow to the manufacturing industry. Even Apple's iPhone is expected to cut production by 10 million units recently.
What caused the car to stop production?
In the supply chain, there is the famous "ten sections of sugarcane" theory, that is,
The supply chain can be divided into ten links, such as creativity, design, research and development, manufacturing, pricing, marketing, trading, warehousing, distribution, and after-sales service.
On the whole, although the epidemic is an "AOE" move, it has the greatest impact on manufacturing, trading, warehousing, and distribution.
For example, Bosch has announced the suspension of production at its Shanghai and Changchun plants, with two other plants operating in closed operations, with the discontinued Bosch Changchun plant being an auto parts factory and the auto parts factories in Shanghai and Taicang using a closed production approach.
For example, Tesla's Shanghai plant has been in a state of shutdown since March 28. According to Tesla's calculations, for every day of downtime, it takes 2-3 days to restore production capacity.
Behind the production, the essence of the impact of the epidemic is the logistics link of the supply chain. The escalation of epidemic prevention measures has led to the obstruction of supply chain logistics, and the poor circulation of raw materials and goods, which in turn affects the time of product shipments, and finally transmits to the trading link of the supply chain.
As the most important automobile industrial base in the mainland, if Shanghai and Jilin cannot resume work and production for a long time, China's automotive industry will be overshadowed.
The good news is that in order to solve this problem as soon as possible, zongming said publicly at the press conference on the prevention and control of the epidemic in Shanghai.
Shanghai will implement differentiated prevention and control at different levels of zoning, and carry out step-by-step management according to the degree of risk and in accordance with the principle of "three district divisions".
Among them, the personnel of the prevention zone can carry out appropriate activities in the area, that is, resume production and work.
On April 15, SAIC Motor issued the "Guidelines for the Prevention and Control of the Epidemic situation of resuming work and production", which mentioned that from now on, SAIC's production enterprises will conduct a survey of the preparations for the resumption of work and production, and the results of the survey will be feedback before April 17 (Sunday), and the production enterprises will start the stress test of resuming work and production on April 18 (Monday) according to the situation.
In other words, Shanghai on April 15 has begun to prepare for the resumption of work and production.
There are always more ways than difficulties, and Guozi believes that with the joint efforts of all parties, China's automotive industry and even the entire manufacturing industry will be able to defeat the epidemic, taking into account the people's life safety and social economic development.
Shanghai, hold on, come on!