Supply chain rebuilding industry chain to enhance the Yangtze River Delta automobile industry and smell motor roaring

Zhejiang News Client reporter Shen Jingjing Xie Danying Yang Qun

Asian Automobile Manufacturing (Taizhou) Co., Ltd. workshop

Two months paused, the assembly line restarted. In the opinion of Huang Xinyu, the person in charge of the manufacturing equipment department of Geely Motor Linhai Industrial Park, this is the best news this summer.

How many parts are there in a car? Few people calculate accurately, but roughly estimated that there were more than 10,000 independent parts per car about 10,000, and the car supply chain with a complete and complete system was connected in series.

In the first half of 2022, due to the influence of the domestic epidemic, coupled with the turbulence of international environment, shortage of chip supply, and upstream raw material price increases, etc., it was faced with a heavy dilemma for the car supply chain, which is well -known for its exquisite division of labor and operating efficiently. Fully opened up the stuff card, and the automotive industry launched a supply chain to protect the supply chain without smoke.

It has heavyweight companies such as Geely and SAIC, and the Yangtze River Delta, which is a new forces such as zero -run and Weilai, is the "heart zone" of the Chinese automotive industry. What is the production and sales of the Yangtze River Delta? How to improve the toughness of the industrial chain for the future? The reporter visited Hangzhou and Taizhou in many places to observe the new trends of the industry from the sound of car motors.

Zero Running Car Jinhua Factory

Lobilize the whole body

"The challenge this time is far from the beginning of the outbreak of 2020"

Recently, when the reporter walked into the Geely Motor Linhai Industrial Park, the most intuitive feeling was neat and quiet. On the current streamline, production is as hot as summer-

In the welded workshop, hundreds of robots wave their arms to accurately connect to the solder joints; in the total installed workshop, the AGV handling robot will send the components to the designated location, and the workers are installed one by one; on the outdoor lane, the new offline vehicles are undergoing speed, temperature, endurance, endurance, endurance, endurance, endurance, endurance, endurance, and endurance. Performance Testing.

According to reports, the new models have just been launched on May 30 and have been fully launched at the end of June. So far, more than 10,000 units have been delivered. Right now, the supply chain has stabilized, and automobile production capacity is still rising rapidly.

The trend of recovery in the industrial chain can also be confirmed from data analysis. Our newspaper and Hangzhou Yunjiu Data Technology Co., Ltd. have excavated public information such as inspection, Gai Shi Automobile, and Baidu Search. At the same time, based on the China Automobile Circulation Association, Flush iFIND, Statistics Bureau and Auto Enterprise Official Website, 1765 Data from automobile -related manufacturing companies:

From the perspective of car boom, Jiangsu, Zhejiang and Anhui generally did not fluctuate greatly. Shanghai fell to the lowest point this year in April and May, and rose sharply in June to reach a new high. From the perspective of the growth rate of the automotive manufacturing industry in the Yangtze River Delta, the decline in May gradually gradually declined gradually. Sumid, rising slightly in June.

The supply chain gradually recovered, and Huang Xinyu said that they have more problems that need to be thought -where is the weak link in the industrial chain? What should I do if I encounter similar risks? According to reports, Geely Automobile's Linhai Industrial Park is manufactured by the main fuel vehicle, with a planned production capacity of 300,000 vehicles. However, since 2019, the demand for the fuel vehicle market has shrunk, new energy vehicles have developed rapidly, and the actual output of the base has declined year by year. "At the beginning of this year, after many efforts, we won the Thor's hybrid new energy vehicle project." Huang Xinyu said that the transformation techniques were critical, but they met the epidemic. Grab a little. "

Competition in the industry, fight against time. However, with the core enterprise as the core and "with a chain" to repair production capacity, this time it is not very light.

"The chain is too long and too complicated, and there are hundreds of our subordinate suppliers." In the interview, Oscar, general manager of Asia -Europe Auto Manufacturing (Taizhou) Co., Ltd., said that Shanghai began to resume production at the end of April, but it was only " The recovery of the point, the host company can produce, but the component supporting enterprises of the host cannot supply the goods, and the entire "chain" cannot be turned.

This newspaper combined with Yunjiu data roughly drawn the automotive industry chain map, which can prove the length of the automotive supply chain, the relationship between the upstream and downstream "lips and teeth cold", and the important position of the Yangtze River Delta in the Chinese automobile industry.

First look at the entire vehicle, and leading companies such as SAIC, Geely, Chery, and other leading enterprises gathered. Under the influence of the epidemic in the first half of the year, the sales volume of the three major car companies still ranks among the top Chinese brand cars. , Also attractive.

Looking at the parts, there are key enterprises such as Tuopu Group, Wanfeng Oway, and Junsheng Electronics in the Yangtze River Delta. In 2021, the top 100 Chinese automotive component companies accounted for nearly 40 seats; 20,000 in various places; 20,000 Many small and medium -sized parts enterprises have covered almost all the production links of a car.

Continue to the upstream of the chain. The Yangtze River Delta also includes Sugskort Shan Shan shares, Zhongce Rubber and other raw material companies, as well as chip design and research and development institutions.

For car building, the shortage of any components will affect the entire system and the entire industrial chain. What's more, the "heart areas" like the Yangtze River Delta have been impacted. "The challenges encountered this time were far from the time when the epidemic was outbreak in 2020." This is the consensus of the reporter's interview with people in the automotive industry. Earlier, the problem faced by the industry was only a small part or a lack of specific parts, and it would not cause discontinued production.

Although many problems cannot be resolved by a city and a province alone, emergency strategies in various places also help enterprises to open some blocks to a certain extent and "grab" production time. After learning about the risk of disconnecting chain in the Asian European factory, Taizhou immediately set up a special class. , Make work to the town level, and get key components such as control components, frames. It is reported that the factory resumed 100%production capacity in June, and orders have continued since July, and the implementation of dual -class rushing work. Zhejiang Fujide Auto System Co., Ltd. assembly workshop

Choose to increase inventory

"Between production efficiency, supply safety, and inventory costs, find a balance point as soon as possible"

In fact, since 2020, many car companies have successively adjusted their strategies, or digitized transformations, or increasing alternative suppliers to enhance the toughness of the industrial chain.

Leading companies such as Geely regard the supply chain ecology as corporate competitiveness. They invested tens of billions of yuan to build a CMA architecture and divided a car into basic modules such as the body, chassis, electronic system. Make a car is like "building blocks". Different modules are freely combined with diverse models, and all components shared with the same platform on the same platform. Each key component corresponds to at least two suppliers in different areas. When the vehicle end is "placed", the platform can be provided in time according to the distance and the amount of inventory.

"Under the close cooperation of the overall scheduling and upstream and downstream, we have maintained the 'low inventory' production strategy." Huang Xin said that most of the time, this model is effective. For example, in the past, Wuhu, Anhui, due to the sealing of the epidemic, they quickly found the alternative to Taizhou. Enterprise, for the body skeleton beam.

According to industry expert analysis, as a representative of the precision and efficient supply chain system, the automotive industry has always pursued the management method of "low inventory" and "zero inventory". Especially in Europe and the United States, in the early days of China's layout, due to language and management cost considerations, they like to outsourcing component business, which has also become the starting point for the development of private auto parts suppliers in Jiangsu and Zhejiang.

However, in the near future, with the broken supply chain, the problem of "transportation islands", coupled with the unclear international situation, the price of batteries and steels has risen and the chip delivery cycle is unstable. Increase inventory and become a more realistic choice.

"You don't want to increase the inventory, and the production line will force you to increase." In Zhejiang Fujide Automobile System Co., Ltd. in Fengjiang Street, Qiao District, Taizhou, Wang Junjie, general manager, told reporters that in half a year, he opened his eyes almost every day. Essence Figer's core product, variable valve timing system, is used for fuel vehicles and hybrid new energy vehicle engines. The main role is to adjust the exhaust. This product is not large, only the size of an adult fist, but consists of fifteen or six accessories. "As soon as the production line stops, it takes a day to warm up the equipment, and the cost of electricity will not be estimated." Wang Junjie said.

To this end, they have to invest 10 million yuan to purchase and reserve components and semi -succeeded materials to ensure that the production line can also run for half a month under the control conditions.

Daily expenditure increases rapidly. "The automotive industry is somewhat special, and the entire vehicle manufacturer is settled with a part. After we ship it, it usually takes one year to receive money." Wang Junjie said that it is difficult for enterprises with insufficient cash flow to overcome warehouses and inventory. Cost "alpine".

"Geely Automobile's warehousing costs reached 100 million yuan." In the interview, Huang Xinzhang mentioned that in addition to costs, which parts should be reserved, they must also choose carefully. Sometimes, some inconspicuous and unwilling parts are suddenly insufficient, and they will "stuck" the entire production line. He remembers so far that after the Shanghai Baoshan seal in April, the cooling fan of the base was broken, and the assembly workshop was forced to stop. Zhejiang and Shanghai governments and enterprise procurement departments have coordinated many times, and the suppliers finally agreed to let people open the warehouse and ship out the mold.

For the first time, the road conditions are estimated to be insufficient. The 17 -meter -long truck cannot enter the front alley of the factory. For the second attempt, the mold exceeded the height of the car and returned again. Until the third time, a tablet car was successfully transported to Zhejiang. Waiting for the fan supply, it is already mid -May.

Conservation is like a battle that invisible smoke. Huang Xinzheng told reporters that every morning since June, the Group's Ministry of Product Coordination has convened a meeting to predict risk and sort out inventory. Their current strategies are: core components such as power systems, uniformly deployed headquarters; important components such as body, interior decoration, and moderate reserves in the base; components of Taizhou and surrounding cities, there is no need to deliberately stock up. "Everyone hopes to find the balance point as soon as possible between production efficiency, supply safety, and inventory costs."

In this process, local governments do everything possible to ensure the market. The reporter noticed that recently, it has been introduced densely in the Yangtze River Delta. For example, Shanghai will increase the number of non -business bus licenses to 40,000 during the year. Support the industry, Hangzhou, Ningbo and other places provide purchase subsidies to qualified new energy vehicles, at the same time strengthen infrastructure construction, deploy 10,000 new public charging piles, and 650 charging and replacement stations.

The active market consumption potential is very popular with enterprises. From the perspective of production, if the consumer end is failed, the inventory pressure will be transmitted layer by layer, causing the supply chain to fluctuate. From SAIC, Geely and other representative car companies selling data, the sales volume of the automotive industry in June has returned to about 90 % of March this year. Especially for new energy vehicles, from "no car can be sold" to "car is not enough to sell", the car market is as hot as summer temperature. Zero -run new energy vehicle with the next line

Strong chain and strong chain

"Core technology and key components, firmly in your own hands"

When many people lamented the "cold winter of the industry", the zero -run car headquartered in Binjiang District, Hangzhou, but good news continued-

In April, the car supply chain was generally influenced by the epidemic. They still completed the delivery of 9087 units and won the first place in the new forces of the car. At the end of the month, the cumulative delivery volume of zero -running cars has exceeded the total number of the year last year.

Behind the unusual trend, what secrets are there?

"Core technology research and development and key component manufacturing, we are firmly in our own hands." Zhou Ying, director of the public relations department of Zero Running Auto Market, revealed that at the beginning of its establishment in 2015, they emphasized the autonomous capabilities of the whole region, from electric drive systems to intelligent driving to intelligent driving , Smart cockpit system, the important links on the production line are almost all developed and manufactured by themselves.

Different from the factory located in Jinhua, the reporter found that unlike the general vehicle manufacturers will be assembled from the components of Tiannanhai to the north, in addition to the four traditional workshops of stamping, welding, painting, and assembly, there are special three -in -power three -electricity. The workshop has an annual production capacity of more than 200,000 cars.

"With the self -developed and self -made model, we have reduced intermediate links and external dependence. When encountering emergencies, the industrial chain is more controllable." Zhou Ying told reporters that even which parts are really missing because technology is in his own hands The reaction adjustment is also faster.

For example, in March of this year, the zero -run audio supplier did not buy a chip to break. Because the audio was independently developed, they quickly found an alternative. Increase research and development investment, master core technology, and layout of new industries, and have become a realistic choice for many car companies to try to enhance the toughness of supply chain. During the interview, the reporter learned that Fuggede had invested more than 10 million yuan to plan to build a stamping workshop. At present, the outer shell of the variable valve timing system has achieved independent production, and the security of the supply chain has been greatly improved.

"Continuing suppliers with closer distance are also an effective way to enhance the stability of the supply chain." Oscar said that in recent years, the Asian -Europe Auto Manufacturing (Taizhou) Co., Ltd. has adhered to a concept to build a car in a place where the car is sold. Like the Taizhou factory, some parts had to be from the United States to India, then from India to the United States, and finally to Taizhou for assembly. There are many uncertain factors. Today, the layout of the Asia -Pacific industrial chain has changed, and suppliers of China, especially the Yangtze River Delta, account for a big head.

Big data analysis also confirmed this change. The reporter analyzed the data of 1143 Geely automobile suppliers. Among them, the Yangtze River Delta enterprises accounted for 66.9%, the highest in Zhejiang, accounting for 40.3%, followed by Shanghai, 14.1%.

"Since last year, we have implemented a localization strategy. It took half a year to successfully develop 4 suppliers in Taizhou, and synchronized with each other's design concepts, process processes, and quality standards. Batch supply was achieved in June." The more he wants to join hands, he hopes that more leading companies can stand up and establish a community of destiny of the industrial chain to make upstream and downstream companies progress together.

Finding a new enterprise and rebuilding the supply chain is not a matter of overnight. According to the relevant person in charge of the high -end equipment and new materials departments of the Taizhou Economic and Information Bureau, after the sealing of Shanghai due to the epidemic control, the vehicle company immediately sent them some components and suppliers to try to find a substitute product. There are local companies that can be supported, but the actual products are tested after the accuracy, high speed, high and low temperature, durability, stability, reliability, etc., and find that many cannot match. " Component companies have high hopes for the new energy blade battery project signed by Taizhou and BYD in April this year, as well as the "Future Automobile City" that is planning and aiming to build an industrial chain's ecological operation scene.

People look forward to holding chains and strong chains to firmly hold the car steering wheel that drives to the future.

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