The long triangle supply chain map 丨 flow water line turns!I heard the motor restart from the data of 1765 car companies

Zhejiang News Client Preparation Jiang Yun coordinating/Editor Shen Jingjing Yang Jidong Design Xie Danying Li Lingyi Data Support Hangzhou Yunjiu Data Technology Co., Ltd.

[Digital Jun said] In the first half of 2022, the supply chain blocked point caused by the epidemic, which brought a lot of pressure on the production of enterprises in the Yangtze River Delta region and the lives of the people.

The stable supply chain of the industry chain is the basis for unblocking the national economic cycle.

However, the more complicated, delicate, and efficient systems, the easier it is to be affected in the sudden hit. Any issue of any ring may interrupt the normal operation of modern manufacturing and service industries.

As the epidemic slows down, we try to find by data -the Yangtze River Delta supply chain, which is recovering signals.

I also hope that I will learn more from the crisis of this supply chain.

Two months after pause, the assembly line restarted to restore fiery production. This is the best news from Huang Xinyu, the person in charge of Geely Motor's Linkhai Field Manufacturing Equipment Department.

In the first half of this year, the national epidemic was distributed more, and a large number of blocks appeared in the automotive supply chain, which is known for its exquisite division of labor and efficient operation. As an important area of ​​China's automobile industry, how is the Yangtze River Delta automobile production and sales? How do companies choose between production efficiency and supply safety?

Zhejiang News Client Union Hangzhou Yunjiu Data Technology Co., Ltd. excavated public reports such as the reference department, Gai Shi Automobile, and enterprise check, and analyzed the information released by the China Automotive Circulation Association, the same flowering iFind, and the local statistics bureau. 1765 car company data decodes the power of the Yangtze River Delta automotive industry recovery.

Zero Running Car Jinhua Factory. Wei Zhiyang Pan Qiuya Zhu Zheping Photo

Restarted motor

In July, when the reporter walked into the Geely Sea -based land, he felt the hotness of the 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 sends the components to the specified location, and the workers are installed one by one; Endurance test ...

According to reports, the new hybrid new energy models of the base have been launched on May 30, and the output of June has reached 15,000.

In other words, with the recovery of the supply chain, automobile production capacity is rising. This trend can be confirmed from multiple sets of data-

This is a changing chart of a car delivery cycle on behalf of a car company in the Yangtze River Delta in the first half of the year.

It can be seen that since mid -March, the epidemic has directly caused the factory to stop production and the supplier's supply is blocked. The decline in production capacity has led the vehicle delivery cycle from the original 14 weeks to the maximum 22 weeks. In June, with the recovery of production capacity, the vehicle is expected to be shortened to about 18 weeks.

Based on the data of SAIC Group, Geely Automobile, Tesla and other car companies, as well as data from the official website of the Statistics Bureau of various places, the transformation map of the car sales of the Yangtze River Delta region obtained by the local statistics bureau also shows A rebound, recovery in June to the level of the third quarter of last year.

Automotive capacity and sales have further affected the performance of car companies in the financial market. Based on data such as the same flowers of iFind, the total market value trend of important vehicle listed companies in the Yangtze River Delta region, which is counted, shows that starting in early May, with the improvement of the production and sales of automobiles, the market's confidence in the development of related enterprises and industries has gradually resumed. Reached the recent peak.

Based on ifInd, Wind, the official website of the Statistics Bureau of various places, and the Baidu search index of keywords, the Yangtze River Delta car boom index that Zhejiang News clients are assigned by the Yangtze River Delta automobiles have fluctuated in the first half of this year. Among them, after the sealing of Shanghai in April, the prosperity index fell to low, and it rebounded significantly in June, reaching the highest level at the stage.

In the multiple signals, we heard the motor of the car restart.

"Heart" of the industrial chain

Automobile manufacturing is one of the longest industries in the modern industry.

Professionals analyzed that producing a car requires more than 10,000 parts. In the past, only the parts of the car production line were inventory of the hourly, and the car company placed an order with component manufacturers. The production raw materials of component manufacturers are often enough for one or two weeks, and basic manufacturers need to be transported from other regions. Toyota's JIT mode (Just-in-Time) is used to be used to the extreme in this industry-components are used to reduce the occupation of funds and make the cost as low as possible.

The supply chain is a whole system, and the lack of any link cannot work normally.

More than 10,000 parts are produced and integrated by multi -level suppliers distributed in various regions. Any small components are out of stock and will incite downstream butterfly effects.

During the interview, a number of companies in the upstream and downstream of the automotive industry chain said that the impact was far more than 2020.

How does the Yangtze River Delta automobile supply chain cross -connect? How do they deal with this crisis?

Zhejiang News Client and Yunjiu Data, roughly drawn, can provide some answering ideas.

We target a new energy vehicle in the Yangtze River Delta as the target, which matches the 1,134 suppliers listed by the reference system, Gai Shi Automobile, and the enterprise check, and choose to pick up the Trinity system, intelligent network connectivity, electrical electronics, and the body in the body. The core components of the four major systems are drawn to draw a geographical distribution diagram.

The first picture is the distribution map of the core component of the three -power system. It can be seen that parts such as driving motors, power domain controllers, and dynamic balance pedals are all from the Yangtze River Delta cities such as Ningbo, Shanghai, and Taizhou. The distribution of the core parts of this intelligent connected system shows that the Yangtze River Delta is one of the most important supplier groups, and the autonomous driving chip and the vehicle system are all from this area.

The geographical map of the electrical electronic system parts proves that the suppliers from Shanghai provide core components such as audio systems and door handle sensors for this car, which is enough to see Shanghai's position in the Chinese automotive industry chain.

The last one is the geographical map of the core parts of the body's interior decoration that Hangzhou, Taizhou, Wenzhou, Suzhou and other cities provide core components such as body skeleton, seats, ventilation cover assembly, metal fasteners. The existence of car manufacturing is indispensable.

Therefore, the comprehensive analysis of four pictures can be found at least two important information: one is that there are hundreds of cars with only hundreds of core components. The entire supply chain is precise, complex, and long. Energy vehicle suppliers are located in 26 provinces and cities across the country, but the proportion of the Yangtze River Delta is more than 60%.

In order to further prove the "heart" position of the Yangtze River Delta in the Chinese automobile industry, we crossed the public data such as iFind, Wind, and China Automobile News. Enterprises in the three provinces and cities of Anhui are screening as follows:

In the two pictures, it is not difficult to see that the Yangtze River Delta has formed a larger and more complete car industry cluster.

There are not only well -known vehicle companies such as SAIC, Geely, Chery, and Weilai, but also many component companies such as Weichai Power, Judong Electronics, and Zhongce Rubber. , Occupy nearly 40 seats. At the same time, tens of thousands of small and medium -sized enterprises all over the world cover almost all the production links of a car.

Therefore, in early 2020, the epidemic and global chip supply shortage in 2021 brought a small part or a lack of specific parts, which would not cause discontinued production, and even if the production time was discontinued, it would not be long. But like the human body, there is a problem with the "heart" that affects the entire blood supply circulation system. Although Shanghai has launched a resumption of production at the end of April, the "point" recovery is difficult to drive the entire "chain" operation. Sometimes, the stuck chain may be one or two parts of the inconspicuous, such as cooling fans, such as rubber seals.

After the recovery, how to continue to increase the supply chain toughness still tests the Yangtze River Delta automobile industry.

Cosmetic strategy

There are also many bright colors in the "cold winter of the industry". For example, Zero Running Cars, headquartered in Binjiang District, Hangzhou, rose against the trend in May. By the end of June, the cumulative delivery volume exceeded the total number of last year.

According to industry analysts, on the one hand, this is related to the self -developed and self -developed model adopted by car companies, reducing intermediate links and logistics dependence, and the supply chain is more controllable. On the other hand, it is also related to the development of new energy vehicles and market demand.

The Yangtze River Delta is not only a major industrial town, but also a large car consumer market. The sales of automobile sales in the three provinces and one city show that the average monthly sales of automobiles in the Yangtze River Delta accounted for nearly 20%of the country.

The national sales data from the National Bureau of Statistics further showed that over the past year, despite the affected by multiple factors such as epidemic and core, new energy vehicle sales have increased overall, and the proportion of total vehicle sales has also increased. Especially in April this year, the sales of fuel vehicles have declined significantly, but the sales of new energy vehicles remain positive year -on -year, and the year -on -year growth rate of sales has reached more than 100%.

Observing the recently released automotive industry's rescue policies for the Yangtze River Delta can obviously feel the trend of stimulating automobile consumption and support for the development of the new energy vehicle industry in various places. For example, the individual consumers of Shanghai replacement of pure electric vehicles to subsidize subsidies, Hangzhou, Ningbo and other places give purchase subsidies to qualified new energy vehicles. Essence

Dredging the blocking point, stimulating consumption, and layout of infrastructure, these measures are injected into the vitality of the Yangtze River Delta automobile supply chain recovery and car sales recovery.

Help the car supply chain recovery and drive the keywords of the automotive industry.

Facing uncertainty, car companies and local governments are still planning a long -term response strategy. For example, Geely Linghai Factory is deploying a storage space of 100 million yuan to ensure the safety of key components. Some parts and component companies, maybe they are implementing suppliers' localization strategies, increasing scientific research innovation, digital transformation, and improving the ability to adjust and cope with the supply chain under extreme pressure such as urban seal control.

The Yangtze River Delta expects to hold the car steering wheel that drives to the future.

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