Securities Times reporter Wang Yiming
The resumption of work and production in Shanghai is in progress.
On April 28, a reporter from Securities Times e Company learned from an interview that the production capacity of some manufacturing companies’ factories in Shanghai has returned to 80-90% of the normal level before the epidemic was closed.
Parts companies resume work
Avoid the risk of industrial chain shutdown
Shanghai Yanpu is one of the few local private listed companies in Minhang District, Shanghai. It mainly produces and sells parts such as car seat frames and car safety systems.
The company has 17 subsidiaries and shareholding companies, which are located in Shanghai, Huangshan, Wuhan, Changshu, Dalian, Zhengzhou, Liuzhou, Xiangyang, Shiyan, Changsha, Jingmen, Chongqing and other places.
"The company's factories in Shanghai are mainly affected by the epidemic recently. At present, the company's factories in Shanghai have returned to 80-90% of the normal production capacity before the epidemic was closed. The production capacity of subsidiaries in other parts of the country is basically not affected by the epidemic." Shanghai Yan The relevant person in charge of Pu introduced to the reporter of Securities Times E Company on April 28 that before the closure of the Pudong area (March 28), the chairman of the company, Zhou Jianqing, had taken precautions to let 150 workers board and lodging in the factory area, living and production materials Abundant, with closed-loop production conditions, thus entering the "white list" of the Economic and Information Commission for resumption of production and work.
With the policy support and implementation of the whitelist, the raw materials of the company's suppliers can continue to be replenished, more employees in the mold workshop have successfully resumed work and production, and the development and promotion of more new project products have been guaranteed.
The person in charge said that the smooth resumption of work this time is due to the fact that Shanghai Yanpu’s branches in Wuhan and Hubei have rich experience in fighting the epidemic. During the epidemic in Wuhan, no one in Yanpu’s Hubei plant was infected.
As a part of the entire automobile industry chain, the resumption of work and production in Shanghai Yanpu has solved the supply chain link of the main engine factory, and provided the downstream direct customers Dongfeng Lear series, Magna series, Yanfeng Intelligent, Parts companies such as Joyson Electronics provide raw material guarantees, which to a certain extent avoids the risk of production stoppages caused by lack of parts and components in some OEMs.
From the overall situation of the industry.
Previously, in Shanghai's "white list" (666 key enterprises) for resumption of work and production, there were more than 200 supporting enterprises in the automobile industry chain, ranking first in various industries, accounting for 33%.
As of April 22, 70% of the companies in the "white list" have resumed work and production.
In the automotive industry, Tesla’s Shanghai Gigafactory resumed work on the 19th. At present, 8,000 employees are in the factory. The battery and motor modules are being produced at full speed. new car.
SAIC Motor launched the pressure test for resumption of work and production on the 18th. At present, more than 700 complete vehicles have been rolled off the production line at the SAIC Passenger Vehicle Base in Lingang, and the production capacity is gradually climbing.
Soaring logistics costs
Raise the cost of reopening
Yonyou Jie, an associate company of Shanghai Electromechanical, is also in the automotive industry chain and included in the above-mentioned whitelist. The company is mainly engaged in the business of automotive cooling components and small automotive motors.
In addition, Marathon Innovation, another associate company of Shanghai Electromechanical, was also included in the whitelist. The company mainly provides high, medium and low voltage motors for standby diesel generator sets, and belongs to the industry chain of guaranteed supply equipment.
Except for the two associate companies, other businesses of Shanghai Electromechanical, including the main elevator business, have not been included in the first batch of whitelists.
The relevant person in charge of the company told the reporter of Securities Times e company that the elevator business (main core component production, product assembly, and debugging in Minhang, Shanghai) is not included in the whitelist, and the current production of related businesses in Shanghai is basically suspended.
"The company's sales, installation and maintenance businesses in other parts of the country have maintained a relatively normal state. This is mainly because the company has launched a corresponding plan, and the inventory that can be transferred to other large warehouses has been shipped out of Shanghai before the closure and control. At present, it can still meet the delivery schedule requirements of most customers. However, if the closure lasts for a long time, the delivery and normal operation of enterprise orders will inevitably not be affected. "The relevant person in charge of Shanghai Electromechanical said.
For the joint ventures that have been listed on the whitelist, in addition to the need to do a good job in the living security and epidemic prevention work of the employees on the job, the person in charge also mentioned that the main problem faced by the company is that the number of vehicle passes is not enough to meet the normal production needs; Secondly, the surge in short-term logistics costs has also brought obvious cost pressure to enterprises that have resumed work.
The relevant person in charge of Shanghai Yanpu pointed out to the reporter of Securities Times · e company that the high short-term logistics costs, epidemic prevention expenses, employee security and supply costs, and other costs indirectly caused by the epidemic are all the current enterprises that resume work need to face.
In the field of the electronics industry chain, the resumption of production of some enterprises also coexists with problems.
USI, registered in Zhangjiang, Shanghai, is a global leader in EMS/ODM. By providing more value-added design and manufacturing and related services for brand customers, it is more involved in application-based solutions throughout the industry chain, and its products cover wireless communications. , consumer electronics, industrial electronics, computer and storage, automotive electronics.
In response to the current progress of resumption of work and production, the relevant person in charge of USI introduced that before the official closure of Pudong, the company's factory in Shanghai has started closed management, and more than 70% of front-line employees can stick to their jobs.
From the surrounding area, on April 8, the company's Kunshan plant began to be closed and controlled, and on April 15, the Wujiang area where the company's Suzhou plant was located began to be closed and controlled.
As of the evening of April 22, the company's Suzhou factory has ended the closed management.
At present, the company's factories in Kunshan and Shanghai are still under closed management and normal production.
Previously, the company's Shenzhen factory had also been suspended for a week due to the impact of the epidemic.
"With the closure of the Shenzhen plant and the Suzhou plant, the factories resumed production, and the supply chain problems caused by the closure of the epidemic have been alleviated to a certain extent. However, due to the long industrial chain of the electronic manufacturing service industry, the division of labor in each production link is clear, and the company acts as a module. Manufacturers, there are currently thousands of suppliers, involving thousands of purchased raw materials, components, etc., which are concentrated in economically developed regions such as East China and South China. Although the factories that have resumed work have gradually resumed production, the company's products can be produced and delivered normally. However, due to the closure of Shanghai and even East China, there are still major problems in the supply and transportation of raw materials in this region." said the relevant person in charge of USI.
The person in charge pointed out that from the actual point of view of the industry, the unblocking of one or even several regions can temporarily alleviate the current contradiction between supply and demand, but the essence of the industry involving more links is "a game of chess in the whole country", and the company's overall material supply and shipment problems still depend on Unblocking and logistics recovery in most parts of the country, especially economically developed areas.