Whitelist is coming! Tesla, GM, SAIC are on the list, and the auto industry is accelerating its recovery

　　Zhongxin Finance, April 20 (Ge Cheng) In mid-to-late April, the "production shutdown crisis" faced by the auto industry is about to be lifted.

Driven by intensive favorable policies, the curtain of "resumption of work" is about to begin.

　　Good news has arrived!

FAW has resumed work in all five major OEMs in Changchun, Jilin Province. General Motors and SAIC have been included in Shanghai's "White List of the First Batch of Key Enterprises". The Lingang New Area has listed Tesla as a "discontinued enterprise that must resume work". .

As more companies in the industrial chain resume production, the auto industry has already sounded the "Assembly Number" for resumption of work.

Data map: Tesla Shanghai Gigafactory.

Photo by Zhang Hengwei

Previously, how much was the impact?

　　Shanghai and Jilin are the most important automobile production bases in China and play a pivotal role in the industry.

　　According to data from the National Bureau of Statistics, in 2021, Shanghai's automobile production will reach 2.8332 million vehicles, accounting for 10.7% of the country's total automobile production of 26.528 million vehicles.

Jilin's auto output was 2,424,100 units, accounting for 9.1% of the country's total auto output.

　　To put it another way, one out of every 10 cars produced in the country is produced in Shanghai, and one out of every 11 cars is produced in Jilin.

　　The epidemic that started in mid-March caused a large-scale shutdown of car companies in Shanghai and Jilin, resulting in a loss of nearly 20% of the production capacity of Chinese cars, which directly caused a "cliff-like decline" in the production and sales of some companies.

　　According to the data from the Passenger Federation, in terms of sales in March, FAW-Volkswagen fell by 43.1% year-on-year, FAW Hongqi fell by 49.5% year-on-year, and SAIC-GM fell by 31.4% year-on-year. Most of the companies with serious sales declines are located in Jilin and Shanghai, due to the impact of the epidemic. Visible.

　　As one of the earliest production bases for automobiles in China, in addition to vehicle enterprises, Shanghai has also nurtured a large number of auto parts supporting enterprises.

World-renowned parts suppliers such as Aptiv, ZF and Bosch have successively established factories in Shanghai.

　　Cars, consisting of more than 20,000 parts, are one of the most complex industrial products.

Cui Dongshu, secretary general of the Passenger Federation, said that the automobile industry has the characteristics of a long industrial chain and high coordination requirements.

The suspension of production by car companies will inevitably affect parts companies in the supply chain.

　　"One car can't be produced without one part," Li Bin, the CEO of NIO, reluctantly said in the NIO APP after NIO announced the shutdown.

　　Previously, a number of car companies have publicly stated that they have stopped production, including "new car manufacturers" such as Weilai, and traditional car manufacturers such as the tank brand of Great Wall Motors.

Now, is recovery hopeful?

　　"At present, some ministries and competent departments are doing their best to coordinate, and expect more support and joint efforts from the government and competent departments." Xiaopeng Motors CEO He Xiaopeng said when describing the imminent shutdown crisis of the auto industry.

　　On April 16, the Shanghai Municipal Commission of Economy and Information Technology has formulated and released

(hereinafter referred to as the "Guidelines"), which aims to effectively promote the resumption of work and production of enterprises in an orderly and effective manner. production, and ensure the safety and stability of the industrial chain and supply chain.

　　In this "Guide", the "First Batch of Key Enterprises "White List" was announced, and the first batch of resumption work will be carried out in these enterprises.

China-Singapore Finance found that there are 666 companies in the "white list", of which more than 240 are related to automobiles, accounting for more than one-third.

Vehicle manufacturers include SAIC, General Motors and Tesla, and parts suppliers include well-known companies such as Continental, Schaeffler, Valeo and Aptiv.

　　Since March, Tesla’s Shanghai Gigafactory has continued to experience turmoil of shutdown, resumption of production, and further shutdown.

Earlier, it was reported that Tesla's Shanghai Gigafactory would resume production as early as mid-May. On April 15, the news was denied by Tao Lin, Tesla's vice president of external affairs.

　　As Tesla was included in the "white list" by the Lingang New Area as a "suspended enterprise that must resume work", the resumption of production is just around the corner.

In response to the resumption of work, a Tesla related person told Zhongxin Finance a few days ago: "Tesla will actively fight the epidemic and arrange various work in accordance with the requirements of the government."

Aerial photography of the whole vehicle waiting for export at Haitong Wharf.

(File photo) Photo by Yin Liqin

　　In addition to Tesla, SAIC, the "mainstay" of Shanghai's auto industry, is also accelerating the pace of resumption of production.

Previously, the document "Notice on Issuing Guidelines for Epidemic Prevention and Control of Shanghai Automotive Group Co., Ltd. Resumption of Work and Production" issued by Wang Xiaoqiu, vice president of SAIC Group, showed that SAIC Motor Group plans to report on the situation of resumption of work on April 17, and on April 18. Start the stress test for resumption of work and production.

　　The relevant person in charge of SAIC Group told Zhongxin Finance that at present, under the guidance of Shanghai epidemic prevention and control and the city government's promotion of resumption of work and production, SAIC Motor plans to start a stress test under the premise of controllable risks, so as to prepare for the official resumption of work and production. Prepare in advance.

　　The source also said that starting from April 18, SAIC Motor, SAIC Volkswagen, SAIC-GM, HASCO, Anji Logistics and other vehicle, parts and logistics companies will officially start the pressure to resume work and production. test.

In the future, SAIC will formulate further dynamic plans for resumption of work and production.

Guaranteed supply is imperative!

　　On April 16, Song Xiaohui, deputy director of the Jilin Provincial Department of Industry and Information Technology, said that the Hongqi Ulsan factory has taken the lead in resuming work and production, and the first batch of 47 suppliers have also resumed simultaneously. Reproduction in sequence.

Provincial and municipal governments and FAW Group jointly set up a special work class to promote the resumption of work and production of FAW and its upstream and downstream enterprises in the industrial chain.

　　On April 18, a national teleconference on ensuring smooth logistics and promoting the stability of industrial and supply chains was held in Beijing.

The meeting demanded that efforts should be made to stabilize the industrial chain and supply chain, and establish a whitelist of key industries and foreign trade companies such as automobiles, integrated circuits, consumer electronics, equipment manufacturing, agricultural materials, food, and medicine.

　　After the meeting, the Ministry of Industry and Information Technology stated that it will implement the work requirements of "people's livelihood must be supported, freight must be smooth, and industries must be circulated", and the "whitelist" system for supply chains of key industrial chains will be implemented to ensure the stability of the supply chain of key industrial chains. smooth and normal production and operation of enterprises.

　　At present, the Ministry of Industry and Information Technology has established the "Automotive Industry Chain Supply Chain Smooth Coordination Platform".

Through this platform, enterprises can exchange information on practical problems such as resumption of work and production, logistics and transportation, and coordinate and solve practical difficulties faced by enterprises in production and operation in a timely manner.

At the same time, the Ministry of Industry and Information Technology has dispatched a forward working group in Shanghai to promote stable production and resumption of production in key industrial enterprises.

(Finish)