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It is worth noting that recently, more and more enterprises in the upper and lower reaches of the automobile industry chain have suspended production due to the epidemic.
It is reported that after a two-day shutdown on March 16 and 17, Tesla again announced the suspension of production in the Shanghai super factory on March 28, which had been suspended for 19 days as of April 13.
On April 9, Xilai also said that since March, its supply chain partners in Jilin, Shanghai, Jiangsu and other places have stopped production one after another because of the epidemic, and have not yet recovered. Affected by this, the production of the whole vehicle of Weilai has been suspended.
According to foreign media reports, on April 11, Bosch said in a statement that in order to comply with local epidemic prevention and control measures, it has suspended production at a factory in Shanghai that produces domestic hot water systems and a factory in Jilin that produces auto parts. However, Bosch's auto parts plants in Shanghai and Taicang are still in normal operation because of the use of "closed-loop systems".
Then, on April 12, it was reported that a few days ago there was a case of COVID-19 in Ningde City, Fujian Province, and immediately there was a market rumor, "Ningde City Industry and Information Bureau informed all service enterprises to arrange production based on existing materials and no longer import raw materials, and materials that had not been shipped as of 11 April can no longer be shipped to Ningde after 10:00 that evening.
In response to this, Ningde Times responded: "recently, there have been individual outbreaks in Ningde, and the government has temporarily upgraded its epidemic prevention and control measures." The company attaches great importance to it and immediately strengthens communication and coordination with relevant government departments for epidemic prevention. At present, in order to maximize market supply, the company strictly adopts gridding management measures to ensure orderly production in Ningde base. "
As a result, the impact of the epidemic on automobile production and sales in April is inevitable. According to the provincial production data of the National Bureau of Statistics, Shanghai and Jilin provinces each account for about 11% of the national production, and some enterprises in Shanghai are operating at full capacity. Therefore, the production and marketing of passenger cars in the core areas will be greatly affected in April. Due to the long chain of the automobile industry, high requirements for coordination, and a wider range of radiation from the suspension of production and logistics bases in the core production and logistics bases, the pressure on production and marketing in the automobile market in April may be very great. "
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