Securities Times reporter Mei Shuang
The machines are turned up, the production lines are up and running, and the lost time is "snatched" back. The Shanghai automobile industry chain, which has been slowed down due to the impact of the epidemic, is speeding up and getting back on track.
A reporter from Securities Times e Company learned through interviews that OEMs such as Tesla's Shanghai Gigafactory and SAIC Passenger Car's Lingang Plant have started a double-shift system, and their production capacity has climbed further.At present, the capacity utilization rate of Tesla's Shanghai Gigafactory has returned to 100%.
At the same time, driven by the leading OEMs, the once stagnant automobile industry chain is also "resurrected with blood"."Not only customers are anxious, but we are also anxious. The entire company is currently in a state of rushing." The person in charge of an auto parts supplier whose factory is located in Shanghai told a reporter from Securities Times · e company.
Key car companies start double-shift system
"In order to ensure safety, the factory adopts a double-shift system for closed production. At present, it has produced more than 40,000 vehicles, and the capacity utilization rate has returned to 100%." On June 10, the relevant person in charge of Tesla China told the Securities Times Reporter from e Company, with the strong support of the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Commerce and other government departments, the Tesla Shanghai Super Factory actively cooperated and completed the resumption of work in April. Promote the recovery of the entire new energy vehicle industry chain from production to logistics, from sales to delivery as soon as possible.
SAIC Passenger Cars, also located in Lingang, Shanghai, also started a double-shift production stress test at the end of May. The current production capacity is about twice that of single-shift production, and close to about 80% of full production."Recently, a group of our employees had the opportunity to go home to rest, and the factory has also recovered from the original single shift to double shift." A SAIC-GM resident employee told reporters that since the epidemic, the factory's closed production has not been interrupted, and now it is even more Many employees have returned to work, and production has returned to normal.
In addition, the reporter learned that many factories held meetings on the theme of resumption of work when employees returned to work, emphasizing that production capacity should be increased on the premise of ensuring safety.For example, SAIC Volkswagen Anting No. 2 Automobile Plant mobilized all staff to work together to respond to the company's call to vigorously carry out a special campaign to rationalize suggestions for "strengthening production, maintaining health, and ensuring safety", sounding the clarion call for resumption of work and production.
The accelerated resumption of production can also be reflected in the sales data.According to data released by the Passenger Federation recently, Tesla’s wholesale sales in May were 32,200, of which 22,300 were exported.From January to May this year, Tesla’s cumulative delivery volume was 215,900, a year-on-year increase of more than 50%.
According to the production and sales report released by SAIC, the company sold 364,000 vehicles in May and is gradually getting out of the impact of the epidemic.Among them, SAIC's new energy vehicles sold nearly 72,000 units in May, a year-on-year increase of 56.6%; the cumulative sales from January to May exceeded 300,000 units."SAIC will strive to achieve the annual sales target of 1.1 million new energy vehicles." SAIC said that while solidly doing various epidemic prevention work, it will actively promote the resumption of work and production in the industrial chain and supply chain, and continue to accelerate the recovery of production and sales. pace.
"According to the Shanghai official announcement on May 13, OEMs have basically achieved continuous and stable production, with about 2,000 complete vehicles coming off the assembly line every day. This data is about 20% of the level in the same period. At present, OEMs also have relatively high expectations for production and sales. It is expected to return to the normal level before the epidemic in June, and it is expected that companies will work overtime in the second half of the year to make up for the losses in the first half of the year." Zhang Xiang, dean of the New Energy Vehicle Technology Research Institute of Jiangxi New Energy Technology Vocational College, told Securities Times e A company reporter said.
Supply chain in full swing
Due to the long automobile industry chain, the resumption of work and production is inseparable from the comprehensive coordination of upstream and downstream enterprises.While OEMs are accelerating their operations, upstream and downstream enterprises in the industrial chain are also busy.
Zhang Xiang analyzed to reporters that for a car company, there are three main factors that affect production: first, parts, second, employees, and third, logistics.At present, as employees basically return to work, logistics is also recovering, and the supply of spare parts is the most important link at present.
"In order to help Tesla and other leading companies solve the difficulties encountered in resuming work and production, the Shanghai Municipal Government has held several special meetings, and the Lingang New Area has also established a working group with Tesla to coordinate all parties with one enterprise and one strategy. Ensure the efficient resumption of work by the company.” Tesla China told reporters that Tesla has hundreds of suppliers not only all over the country, but also many overseas supply links. Relevant departments have driven and boosted the supply of key components and warehousing logistics. and other links, with Tesla's resumption of work to drive the coordinated resumption of work and production in related industrial chains.
According to a relevant person from SAIC Passenger Vehicle, the company has comprehensively sorted out the raw material stocking of suppliers, and sorted out the first batch of more than 100 key suppliers.According to the list, SAIC has made every effort to help these suppliers to resume work and production as soon as possible. In addition to solving personnel arrivals and epidemic prevention in place, it also helps solve various matters such as raw materials, logistics and transportation, and "one factory, one policy" to coordinate the resumption of work and production.
"Our production has basically returned to the state before the epidemic, and the order itself has not been greatly affected. According to the needs of customers, we have to run at full capacity here, and hope to make up for the losses in April and May in the second half of the year." Joyson Electronics related The person in charge told a reporter from Securities Times e Company that the company's factories in Qingpu and Lingang, Shanghai have fully resumed production at the end of May.
"Affected by the epidemic before, there will be some adjustments to the delivery plan. With the smooth flow of logistics, the delivery is gradually recovering." The relevant person in charge of Changying Precision told reporters.
It is reported that under the promotion of the national joint prevention and control mechanism and the full coordination of Zhejiang Province, Jiangsu Province and Shanghai Municipality, after the transit station for emergency supply of important materials in the Yangtze River Delta (Zhejiang-Shanghai) was officially put into operation, the supplier's transport vehicles can be used at The trucks are unloaded at Ningbo and other sites, and then transported to the factory in a unified manner to ensure the smooth supply of auto parts.
"On the surface, companies in the automotive industry chain are rushing to work to complete the annual sales task, but the internal reason is market competition." Zhang Xiang told reporters that the auto industry's point-to-point chain and coordinated resumption of work have significantly improved production capacity. However, at present zero The supply of components has yet to be fully recovered, and the real recovery of production capacity of industrial chain enterprises is expected to take place in July.
