The Shanghai Economic and Information Commission issued the "guidelines on Prevention and Control of epidemic situation in Shanghai Industrial Enterprises (first Edition)" on the evening of the 16th, requiring that in order to comprehensively promote epidemic prevention and control and economic and social development, compact the main responsibility of enterprises, ensure that risks can be controlled, implement closed-loop management, effectively promote enterprises to resume work and production in an orderly manner, and ensure the security and stability of the industrial chain supply chain. SAIC issued guidelines for the prevention and control of the epidemic situation of resumption of work, and the pressure test of resumption of work and production will be launched on April 18.
Reviewing the epidemic situation of COVID-19 in 2020, the sales and consumption of new energy passenger vehicles in China in the first half of the year was only 331000, down-42% from the same period last year. However, since July, China's new energy vehicle consumption has rebounded strongly, with sales of 840000 new energy passenger vehicles in the second half of the year, an increase of 73% over the same period last year. Sales of new energy passenger vehicles for the whole year were 1.173 million, up 12% from the same period last year. Industry insiders said that with the improvement of the marginal supply of new energy vehicles in the supply chain, the real terminal demand is not reduced, and is optimistic about the recovery of production and sales after the recovery of the epidemic, so as to maintain the domestic sales forecast of 5.5 million vehicles for the whole year.
According to the theme database of the Financial Associated Press, among the relevant listed companies:
Ningbo Huaxiang is a leading domestic automobile interior parts enterprise, and the northern engraving of Lawrence subsidiary acquired by SEO provides Tesla with aluminum ornaments and other products.
Xinquan Co., Ltd. is the overall solution provider of automotive accessories, has a relatively complete range of automotive accessories products, and won the interior decoration project of Tesla Model Y.