Shanghai epidemic control and upgrading Tesla, SAIC Volkswagen and other car companies have been forced to stop production!

Telah Terbit: Mar 31, 2022 15:04
Tesla, SAIC-Volkswagen and other car companies have been forced to stop production! With the escalation of the epidemic in Shanghai, regional control has been implemented in many local districts, and the offline operations of many car companies have also been affected, issuing notices to suspend production one after another. First, on March 28, it was reported that Tesla planned to suspend production activities at his super factory in Shanghai from March 28 to 5 am on April 1, starting in the early hours of March 28 and ending at 5 am on April 1.

SMM March 31: with the escalation of the epidemic in Shanghai, local areas began to implement regional control, many car companies' offline operations have also been affected, have issued a suspension of production notice.

First, on March 28, it was reported that Tesla planned to suspend production activities at his super factory in Shanghai from March 28 to 5 am on April 1, starting in the early hours of March 28 and ending at 5 am on April 1.

In response, Tesla, a relevant responsible person in China, said that Tesla has always adhered to the responsibility of the main body of epidemic prevention, strictly implemented various requirements for epidemic prevention and control, and arranged work at any time in accordance with the government's epidemic prevention policy.

This is not the first time Tesla has suspended operations in Shanghai because of the epidemic. On March 16 and 17, Tesla's Shanghai factory suspended its business for two days to meet government requirements for nucleic acid testing and other epidemic prevention requirements.

On March 31, a spokesman for Volkswagen Group said that the Shanghai plant jointly operated by Volkswagen and SAIC would be partially closed from Thursday due to difficulties in purchasing parts during the epidemic, but did not provide more details. including when production can resume, or which parts and models have been particularly affected. The spokesman said the company will provide up-to-date information every day.

In fact, SAIC-Volkswagen Shanghai plant also stopped production for two days in March, when a Volkswagen China spokesman said that stopping production for two days would not have much impact because capacity could be recovered through flexible overtime.

In addition, there are media reports that Shanghai GM used a closed method to maintain production during the Shanghai epidemic blockade, while German car supplier Bosch revealed that the company's two factories in Shanghai are reducing staff. ThyssenKrupp said it had closed a powertrain plant in Shanghai until April 6, while Hino Motors, a subsidiary of Toyota, also suspended production at its engine plant in Shanghai during the outbreak.

Recently, a person familiar with the matter said that Amboft, an auto parts maker, informed workers at a Shanghai factory to stay at home on March 29, in which a spokesman declined to comment on the plant shutdown. But said that the company is implementing government epidemic prevention measures, customers' production will not be affected.

It is reported that Amboft is one of the largest manufacturers of car wiring harness in China, supplying almost all Chinese automakers. As an important component of the automobile, the wire harness is a key part of the vehicle electrical system, which is used to lay miles of car cable. Without the wire harness, the car cannot be manufactured. The above-mentioned factories are mainly supplied by Tesla and Shanghai GM.

Pernyataan Sumber Data: Kecuali informasi yang tersedia untuk publik, semua data lainnya diproses oleh SMM berdasarkan informasi publik, komunikasi pasar, dan mengandalkan model database internal SMM. Hanya untuk referensi dan tidak menjadi rekomendasi pengambilan keputusan.

Untuk pertanyaan atau informasi lebih lanjut, silakan hubungi: lemonzhao@smm.cn
Untuk informasi lebih lanjut tentang cara mengakses laporan penelitian kami, hubungi:service.en@smm.cn
Berita Terkait
Kekurangan Katoda Baterai Ion Natrium Berlanjut, Anoda Karbon Keras Menanti Terobosan "Volume-untuk-Harga"
10 jam yang lalu
Kekurangan Katoda Baterai Ion Natrium Berlanjut, Anoda Karbon Keras Menanti Terobosan "Volume-untuk-Harga"
Baca Selengkapnya
Kekurangan Katoda Baterai Ion Natrium Berlanjut, Anoda Karbon Keras Menanti Terobosan "Volume-untuk-Harga"
Kekurangan Katoda Baterai Ion Natrium Berlanjut, Anoda Karbon Keras Menanti Terobosan "Volume-untuk-Harga"
Rantai industri baterai ion natrium terus menguat, dengan material katode dan anode menunjukkan dinamika "api dan es": segmen material katode menghadapi kondisi pasokan-permintaan yang ketat dan biaya yang meningkat, dengan pesanan yang ditunda, sementara segmen anode karbon keras tetap terperangkap dalam tekanan profitabilitas.
10 jam yang lalu
[SMM Tinjauan Mingguan Bijih Mangan] Pasar Spot Pulih, Pedagang Semakin Menahan Diri untuk Tidak Menjual
11 jam yang lalu
[SMM Tinjauan Mingguan Bijih Mangan] Pasar Spot Pulih, Pedagang Semakin Menahan Diri untuk Tidak Menjual
Baca Selengkapnya
[SMM Tinjauan Mingguan Bijih Mangan] Pasar Spot Pulih, Pedagang Semakin Menahan Diri untuk Tidak Menjual
[SMM Tinjauan Mingguan Bijih Mangan] Pasar Spot Pulih, Pedagang Semakin Menahan Diri untuk Tidak Menjual
Berita 4 September: Pelabuhan Tiongkok Utara: bongkahan Australia 46% di 40,3-40,8 yuan/mtu, naik WoW; semi-karbonat Afrika Selatan di 34-34,5 yuan/mtu, naik WoW; Gabon di 39,1-39,5 yuan/mtu, stabil WoW; besi tinggi Afrika Selatan di 28,8-29,3 yuan/mtu, naik WoW; besi sedang Afrika Selatan di 35,2-35,7 yuan/mtu, naik WoW. Pelabuhan Tiongkok Selatan: bongkahan Australia 46% di 42,7-43,2 yuan/mtu, stabil WoW; semi-karbonat Afrika Selatan di 36,3-36,8 yuan/mtu, stabil WoW; Gabon di 40,6-41,1 yuan/mtu, stabil WoW; besi tinggi Afrika Selatan di 30,2-30,7 yuan/mtu, stabil WoW; besi sedang Afrika Selatan di 37-37,5 yuan/mtu, stabil WoW. Pasar bijih mangan sedikit pulih, dengan pedagang semakin menahan penjualan, dan harga secara keseluruhan bergerak mendatar.
11 jam yang lalu
Tinjauan Harian SMM: Harga Spot Litium Karbonat Melemah pada 4 September
11 jam yang lalu
Tinjauan Harian SMM: Harga Spot Litium Karbonat Melemah pada 4 September
Baca Selengkapnya
Tinjauan Harian SMM: Harga Spot Litium Karbonat Melemah pada 4 September
Tinjauan Harian SMM: Harga Spot Litium Karbonat Melemah pada 4 September
Hari ini, harga spot litium karbonat tingkat baterai SMM bergerak turun dibandingkan hari kerja sebelumnya. Kontrak litium karbonat 2701 dibuka lebih tinggi di 150.500 yuan/mt hari ini, kemudian bergerak sideways di atas garis harga rata-rata setelah pembukaan, mencapai tertinggi intraday 152.300 yuan/mt pada perdagangan awal. Harga melemah sekitar tengah hari dan menembus ke bawah garis harga rata-rata. Pada sore hari, tekanan jual dari pihak bearish meningkat, mendorong harga turun stabil ke terendah intraday 140.500 yuan/mt. Pada perdagangan akhir, harga terkonsolidasi di level rendah dan ditutup di sekitar 141.900 yuan/mt, akhirnya ditutup turun 7,41% di 141.900 yuan/mt, dengan open interest turun 1.647 lot. Di pasar spot, pembeli hilir melakukan pembelian saat harga turun untuk menimbun stok September dan Oktober, sementara pabrik kimia litium hulu menunjukkan keengganan untuk menjual kargo spot. Secara keseluruhan, permintaan pasar dan transaksi aktual relatif aktif.
11 jam yang lalu