Zhongxin Finance, April 22 (Ge Cheng) "Workers on the production line are carefully inspecting the body-in-white, and the car manufacturing work is proceeding in an orderly manner."
This scene happened in the Lingang base of SAIC (600104.SH).
Previously, affected by the epidemic, most of the enterprises related to automobile manufacturing in Shanghai have been suspended for more than half a month, and the suspension of the auto parts industry chain in Shanghai has indirectly caused the suspension of production in many places across the country.
Recently, some car companies in Shanghai have gradually resumed production.
On April 19, workers are carefully inspecting the body-in-white on the production line of SAIC Group's Lingang base.
Photo courtesy of SAIC
"Suspended companies that must resume work"
When introducing the resumption of work and production, the relevant person in charge of SAIC Group's Lingang Base said to Zhongxin Finance: "Starting from April 19, the factory will plan to adopt a single-shift work system. In response to the group's key production tasks, SAIC Lingang Passenger Car The car factory will also coordinate resources to the greatest extent and strive to not delay the project.”
SAIC Motor's resumption of work and production is in full swing, and another new energy vehicle manufacturing giant in Shanghai, Tesla (NASDAQ: TSLA), is also rapidly resuming work and production.
"Suspended companies that must resume work" - Tesla's name appeared on the "White List of the First Batch of Key Companies" in Shanghai on the 16th.
On April 17 and 18, 8,000 Tesla employees returned to the factory one after another.
Among them, the battery and motor workshops resumed production on the morning of the 19th. At present, many assembly lines have been running efficiently.
On April 21, the domestic Teslas that had just come off the production line were parked in the factory one by one in an orderly manner.
Photo by Yin Liqin
Song Gang, senior director of manufacturing at Tesla's Gigafactory, said: "We will gradually ramp up our production capacity in the next 3 or 4 days until the entire single shift is full."
Previously, Tesla's Shanghai Gigafactory has experienced turmoil of shutdown, resumption, and shutdown.
Based on the production capacity of 484,000 vehicles for the whole year of 2021, the production capacity lost by Tesla due to the shutdown is close to 50,000 vehicles.
Among the 666 companies in the above-mentioned "white list", automobile-related companies account for more than one-third.
In addition to vehicle companies such as SAIC, General Motors, and Tesla, component manufacturers including Aptiv, ZF, and Bosch, as well as companies on the "white list", are gradually resuming production. middle.
Currently only "single shift scheduling"
Zhongxin Finance noticed that the relevant responsible persons of many car companies mentioned that the factories are currently implementing the "single-shift production" work system.
Different from "double shift" or "three shifts", the single-shift production state does not allow the production capacity to reach the "full capacity" state.
The relevant person in charge of the Lingang base told Zhongxin Finance: If the supply chain can remain stable, the factory also hopes that the production capacity can gradually increase and return to the pre-epidemic schedule as soon as possible.
Under the influence of the epidemic, the timely delivery of relevant parts and components also determines the progress of resumption of work and production.
"Currently, there are still challenges in supply chain and logistical assurance," he added.
In response to the problem of parts supply, Song Gang said that with the resumption of work by Tesla, many Tesla parts suppliers in Shanghai have also begun to resume work, and Tesla suppliers in Zhejiang Province are also actively working under the guidance of the government. Linkage, ensure production, open up logistics, and jointly support Tesla's vehicle manufacturing.
Cui Dongshu, secretary-general of the Passenger Federation, believes that for a period of time in the future, the Shanghai automobile industry may remain in a low-level operation state. To maintain such a state, the upstream and downstream of the industry chain and government functional departments are required to cooperate effectively.
Fewer than 40% of employees are eligible for work
A person in charge of an auto parts company said that at present, the requirements for meeting the conditions for resumption of work and production are: the nucleic acid test of the entire floor and the person must ensure that the nucleic acid test is negative for 7 consecutive days.
He said that according to statistics, less than 40% of employees are eligible for work.
And because the local neighborhood committee and community property "will not let people go," less than 30% of them can actually be on duty.
In addition, the implementation of government policies by some residential property and neighborhood committees has not yet been fully implemented, which further increases the difficulty of employees on the job.
Small and medium parts suppliers also need assistance
A person in charge of a car company said that in addition to direct parts suppliers, secondary parts suppliers that did not need car companies to manage before also need to be paid attention to in this supply chain "crisis".
Recently, Li Xiang, CEO of Ideal Motors (02015.HK), said on his social platform account that in addition to solving the immediate problem of parts supply, auto brands should also analyze and investigate the survival problems of small and medium-sized parts suppliers, and provide decisive solutions. assistance.
Li Xiang emphasized that in the near future, auto brands have to do a special management job: analyze the supply situation of small and medium-sized parts suppliers including third-level, fourth-level, and fifth-level parts suppliers that you never need to manage in advance, and cooperate with one or two tier suppliers, act decisively where this aid supports.
How to clear the "blocking point" of production capacity?
At present, the Ministry of Industry and Information Technology has organized production in accordance with "one enterprise, one policy" and "one park, one policy", actively, steadily and orderly promoting the resumption of work and production in key enterprises, simplifying the approval process, making full use of the role of big data, and promoting more workers to resume work and production. .
Luo Junjie, spokesperson of the Ministry of Industry and Information Technology and Director of the Operation Monitoring and Coordination Bureau, said recently that the Ministry of Industry and Information Technology has dispatched working groups to the front lines of anti-epidemic such as Shanghai to ensure the stable production of key enterprises and the smooth operation of key industrial chains.
The Ministry of Industry and Information Technology will strengthen inter-departmental linkage and policy coordination, coordinate and solve problems and demands in the logistics and transportation of enterprises in a timely manner, and strive to achieve "raw materials can be shipped in and products can be shipped out".
The transportation "blocking point" in the supply chain is also getting better.
On April 18, the transit station (Zhejiang-Shanghai) for emergency supply of important materials in the Yangtze River Delta was officially put into operation.
The transfer station will promote the inbound and circulation of important inter-provincial production materials, open up the "vessels" of freight in the Yangtze River Delta region, and realize the cross-regional interconnection of materials in the industrial chain and supply chain.
In addition to road transportation, recently, Taicang Port of Jiangsu cooperated with Shanghai Port to launch the service that Suzhou enterprise containers are directly transported by road truck to Shanghai Port, and transferred to Shanghai Port by waterway in Taicang Port.
That is, the container is directly sent to Taicang Port or Suzhou Port for consolidation, and then transported to Yangshan Port Area or Waigaoqiao Port Area by small ship, which effectively guarantees the timely arrival and shipment of containers.
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