"We are coordinating the pass with the Commerce Bureau. If the pass is issued, the train will be able to go out in the next two days. The pass has to be coordinated with the transportation departments of various provinces." An insider of a car company in the northeast epidemic area April 18 To the first financial reporter, today there is an internal meeting to discuss the resumption of work and production, but it is still difficult to fully resume production.
Since March, affected by the epidemic, many car companies and parts companies have successively stopped production, which has affected the automotive industry chain.
At present, some auto industry manufacturers in the epidemic area have begun to resume production, but most of them have not fully resumed production.
The first financial reporter learned from people in the automotive industry that an autonomous driving wiring harness chassis supplier located in Jiangsu and Zhejiang is currently facing three problems. First, the logistics sending and receiving cycle is prolonged, and the parts used for production are not arriving in time; the second is some personnel. Home isolation is required; third, customer visits are restricted.
In addition, due to the decline in automobile production, the impact of the automobile end market has also begun to appear, and many 4S stores have tight vehicle supply.
However, even if the production of luxury cars is affected more, there are still some discounts.
Parts companies are under pressure
"Most of our materials came from Shanghai, and the supply has been cut off. Now we can only produce the materials in stock first, and the delivery can still be maintained, but the lack of raw materials is a big problem. In addition, some customers are in the epidemic area. , temporarily unable to deliver." An insider of an auto parts company in Ningbo told reporters.
A survey report released by Ningbo Automobile and Parts Industry Association on April 16 showed that in a recent survey of more than 100 parts companies, 50% to 60% of auto parts companies were affected by the epidemic in Shanghai and Jiangsu. , 10%~20% were affected by multiple epidemics in Changchun, Guangzhou, Shenzhen, Chongqing, etc.
The affected companies include more than 50 automobiles including Gaofa, Shuaitlong, Kabeiyi, Jifeng, Kenuo, Luxiang, Changyang, Yumin, Modo, Zhedong, Hongbo, Mingwang, Ninghe, etc. Parts company.
In addition, the OEM Geely has been affected by the epidemic in Changchun, Shanghai, Jiangsu, Shenzhen and other places, and its suppliers have stopped production and operation.
These companies pointed out that the top priority is to get through the logistics and transportation in Kunshan, Suzhou.
Hemei Automobile also pointed out that some suppliers stopped production and production, and the supply could not keep up.
There are also some companies that are affected by the lack of manpower due to the company's control or the isolation of some employees, which affects the production line.
The impact of the epidemic includes prolonged logistics delivery cycles, rising raw material prices and inability to get in, prolonged or inability to deliver to customers, and increased logistics costs.
In addition, due to the shutdown of some OEMs, the number of orders has decreased, which has put a lot of pressure on parts companies that were originally not profitable.
However, some auto parts companies will not be affected temporarily due to their inventory. If the epidemic is not brought under control as soon as possible, they will eventually face shutdowns.
"We have outsourced processing, and Kunshan has stopped production due to the epidemic. Currently, we are preparing inventory, but if the supplier does not lift the block, we will also suspend production." An insider of an auto parts company said.
The reporter also learned from the above-mentioned people in the auto industry that due to the large number of customers in Shanghai, some auto parts companies have reduced orders, and market development has been hindered; there are also parts companies that have problems in delivery, travel and financing.
In addition, some auto parts suppliers believe that the biggest problem is the blockage of high-speed ports, raw materials cannot come in, goods cannot be delivered, and logistics problems need to be solved urgently.
China Securities Pengyuan pointed out in a research report that the automotive supply chain involves eight major manufacturing systems and tens of thousands of components. The supply chain is long and management is difficult.
At the same time, a strict product certification system is implemented between the upstream and downstream of the automotive industry, and it is quite difficult to switch suppliers in a short period of time.
As an important center of the auto industry, the production of local auto parts manufacturers in Jilin and Shanghai is limited, which in turn affects the production of downstream manufacturers in other regions, and has an impact on the national auto supply chain system.
Auto terminal prices face rising
"There are not many existing cars, each model does not exceed three existing cars, and some models have only one existing car, which is displayed in the exhibition hall." Zhang Feng (pseudonym), sales director of a Lexus 4S store in Beijing, told reporters .
On the one hand, Lexus production is limited due to the epidemic situation at home and abroad; on the other hand, the problem of chip shortage has always existed, which has also led to a shortage of car sources.
Zhang Feng told reporters that although the Beijing area was not greatly affected by the epidemic, some consumers in Hebei had come to Beijing 4S stores to view and buy cars. The epidemic made it impossible for consumers in Hebei to come to the store. At the same time, the entire consumer market environment is currently inactive. , so some promotions were launched in mid-March.
"Before, some models of Lexus were sold at an increased price. Now the discounts are not strong, but some models can be given some discounts." Zhang Feng told reporters that if the cars in the store are sold out, users place orders and wait for three cars. months or so.
The reporter learned from the Mercedes-Benz, BMW and Audi 4S stores in Beijing that there are certain discounts for many models at present, and some models have existing cars, but there are not many existing cars.
"There may be fewer models in the next month, so the discount is likely to be tightened." The sales manager of a BMW brand 4S store told reporters that due to the tight supply of vehicles, there are no existing models, and customers will request according to the production plan. The allocation of resources is carried out, but the waiting period is longer than before.
"Since the shortage of chips last year, the problem of tight car supply has often existed. In the past few years, our store's monthly sales volume could reach about 300 cars, but now due to the problem of car supply, the monthly sales volume is less than 200 cars. "The sales manager of the above-mentioned BMW brand 4S store told reporters.
It is worth noting that due to the impact of the epidemic, the production of luxury cars fell sharply in March.
According to data released by the China Passenger Car Association, luxury car production fell 31% year-on-year in March.
Beijing Benz, BMW Brilliance, etc. fell by double digits.
BMW Brilliance said that since March 31, the company is strictly implementing various epidemic prevention and control measures, and gradually realizes the production resumption of BMW Shenyang plant in stages.
However, there is still no news of the resumption of production at the FAW-Volkswagen plant in Changchun.
Regarding the gradual resumption of production of some enterprises in the epidemic areas, some insiders of car companies told reporters that it is still difficult to resume production at present.
One is the logistics problem, some parts and components from other places cannot come in, and the other is that people cannot gather, and only a small number of people can enter the factory.