Correspondence of the car in the crisis of the car in the car

Editor's note:

In the impact of response to the epidemic, China's automobile industry is also constantly sharpening the ability to deal with crisis. Different from the survival crisis at the beginning, China's automobile industry has encountered the impact of the external industrial chain supply chain after the high -speed development. The construction of the system is far -reaching significance. The Chinese automobile industry has never wasted any crisis. In this crisis education, the rapid response and rapid recovery of China's automobile industry showed the strong toughness of the Chinese automobile industry.

On June 29, the FAW FAW Plant production line is being produced on the production of new Red Flag H5 and other models. Reporter Zhang Jianuan

Jilin, Shanghai, Hubei and other places are China's automobile industry's heavy town. It has large automotive groups such as FAW Group, SAIC Group and Dongfeng Automobile Group Co., Ltd. and a large number of component manufacturers. The status of the national and even global automobile industry chain cannot be underestimated.

The reporter recently visited the above -mentioned car re -town and found that with the phased results of the prevention and control of the epidemic in Changchun, Shanghai, and other places, car companies and industrial chain companies have accelerated the resumption of work, and some have reached or exceeded the level before the epidemic. Moreover, relevant car companies are summing up the lessons and lessons of the epidemic, adjusting, enriching, and optimizing the production and supply chain system. At the same time, some car companies also report that the current supply chain of the automotive industry is still relatively fragile. It is necessary to continue to alert the risks in the production and sales field, accelerate the chain of replenishment and strengthen the chain, and strive to find the change in danger.

On June 25, the audience visited the 2022 Chongqing Auto Show at the Chongqing International Expo Center. Xinhua News Agency reporter Huang Wei

"Busy in the past" is returning

Through various efforts, my country's automobile supply chain and industrial chain are gradually unblocked, and the pace of re -production and production has accelerated significantly. According to the latest data from the China Automobile Industry Association, my country ’s automobile production and sales in May reached 1.926 million and 1.862 million, respectively, an increase of 59.7%and 57.6%, respectively, and the production and sales increased significantly compared with the previous month.

On June 28, the Audi FAW New Energy Vehicle Project officially started construction in Changchun City, Jilin Province. The project planned investment exceeded 30 billion yuan. It is an important achievement in deepening strategic cooperation between China FAW and the German Volkswagen Group and Audi. While the project helps China -Germany industrial cooperation and China -Europe economic and trade cooperation, it will also help promote the revitalization and high -quality development of the Northeast. The project is the first production base for producing pure electric models in China in China. It is located in the Changchun Automobile Economic and Technological Development Zone, with a planned annual production capacity of 150,000 units. After the project is completed, the three models of the Audi A6 E-Tron and the Audi Q6 E-Tron series will be the first to be put into operation.

FAW-Volkswagen Co., Ltd. has maintained the number one in the production and sales of Chinese passenger car companies for many years. In March of this year, the company's largest and most output Changchun base was affected by the epidemic. Today, the Changchun base has restored the busyness of the past, and a new car is going offline to the country from here.

Yang Hai, director of FAW-Volkswagen Production Management Department, introduced that since early May, more than 18,000 employees in Changchun Base have adopted closed-loop management, 15 days off 1 day, and 21 hours of two-hour struggle to strive to grab the losses caused by the epidemic. In May, the base of the base broke through the historical record of production capacity 11 times, with an additional 4,736 new capacity.

At present, FAW's five major OEMs in Changchun have stabilized nearly 6,000 units, which basically achieve full production. Qiu Xiandong, general manager of China First Automobile Group Co., Ltd., said that there are always more methods than difficulties. FAW has taken very measures in a very period, and is mobilizing all members to catch up and issue marketing, supply guarantee, production and manufacturing, energy saving and cost reduction. Power, strive to take back the losses caused by the epidemic.

On June 7, the new car was offline in the general assembly workshop in the Ningde base of SAIC Group. Xinhua News Agency (Photo by Wang Wangwang)

In Shanghai, the automotive industry is accelerating the re -production and re -production, grabbing work hours, including Tesla Shanghai Super Factory and SAIC Passenger Corporation Lingang Factory. At present, SAIC passenger cars, SAIC Volkswagen, and SAIC -GM vehicle manufacturers have a single daily output of 13,000 units, which basically restore the level before the epidemic. According to data from SAIC Group, the company sold 364,000 vehicles in May, which is gradually getting out of the impact of the epidemic. Among them, new energy vehicles have sold nearly 72,000 units, an increase of 56.6%year -on -year; overseas market sales reached 86,000 units, an increase of 97%year -on -year.

Under the epidemic, my country's automobile exports have not stopped, and the "Made in China" cars produced by SAIC, FAW, Tesla and other production continue to the global market. According to the latest data from the China Automobile Industry Association, despite factors such as international logistics and weak domestic supply capacity, my country's monthly export of automobiles in May this year still reached a new high in the year. Exported 966,000 units, a year -on -year increase of 44.7%.

Haitong Wharf is one of China's largest car export terminals. In May 2022, Haitong International Automobile Wharf exported more than 78,000 vehicles, an increase of over 31%month -on -month, an increase of nearly 6%year -on -year. Wu Jialin, executive director of the marketing department of Shanghai Haitong International Automobile Terminal Co., Ltd., introduced that starting from May, the production and operation here has recovered. In the past two or three years, the cars exported to Haitong Wharf have increased by about 30%each year. A momentum.

On June 25, the audience learned about a new energy vehicle at the 2022 Chongqing Auto Show. Xinhua News Agency reporter Huang Wei Photo Summary Experience in Danger in Finding the opportunity

The reporter found that the supply chain crisis brought by the epidemic was that the "double -edged sword" brought difficulties to the production and sales of enterprises on the one hand, and on the other hand, it also forced enterprises to meet the crisis in crisis middle schools and find a way with the government and suppliers.

——Chisons and enterprises to ensure component transportation. During the epidemic, the Jilin Provincial Transportation Department established a normalized linkage mechanism to timely notify relevant provinces such as FAW and other key enterprises, so that the work was communicated in advance and the problems were resolved in advance. On the one hand, some car companies mobilize resources to increase capacity, on the other hand, to maximize existing capacity efficiency. At present, FAW-Volkswagen has established a special working group to sort out the specific transportation problems of top suppliers and formulate "one family one policy". With the help of the government, promote the establishment of the supply chain transport resource alliance and continue to open the transportation bottleneck.

In Shanghai to ensure the continuous stable production of SAIC Group and Tesla as the starting point, to bring a chain to establish a special coordination mechanism of red light suppliers (inventory less than 3 days), build 7 important materials for emergency guarantees for transit stations to promote zero automobiles to zero automobiles Component companies restore logistics transportation and resumption of labor and re -production; use chain belt surfaces to help the national automobile industry run stably.

——Streasing inventory is a normalized reserve. The reporter found that some car companies are changing the traditional reserves of the past pursuing zero inventory or minimum inventory, and they are changed to full -chain construction storage, and normalized reserve parts to deal with the crisis. Zhang Ming, Director of FAW-Volkswagen Purchasing, said that not only does it build an assembly inventory in its own warehouse, but also requires each link in the supply chain to build reserves, so that the pressure is scattered at various nodes. Reserve can cope with temporary emergencies.

——The impact of global allocation resources. Affected by the epidemic, Dongfeng Automobile Group Co., Ltd. co -partner to allocate global resources, the shareholders' support for the joint venture to the Chinese market, and use the global supply system to allocate core resources such as chips. To the lowest.

In May, the Hubei Vehicle -level chip industry technology innovation consortium, led by Dongfeng Automobile Group Co., Ltd. and co -established by 8 enterprises and institutions, started operation in Wuhan. This innovation consortium will be dedicated to the development and application of the automotive -level chip independent definition, design, manufacturing, seal testing and controller. It is understood that Dongfeng Automobile Group Co., Ltd. has previously jointly developed automotive chips with China Xinke, China Electronics, Huazhong University of Science and Technology, Wuhan University of Science and Technology and other central enterprises and universities.

You Yan, member of the Standing Committee and Deputy General Manager of Dongfeng Automobile Group Co., Ltd., said that as the "national team" of the automotive industry and the leading enterprise of Hubei Province, Dongfeng Automobile Group Co., Ltd. will start with the start of the technological innovation consortium of the Hubei Vehicle -level chip industry. With the brother unit in the consortium, we jointly create high -reliability car chip products and safe and intelligent automotive application experience, and contribute to building trillions of automotive industry clusters in Hubei to build a trillion -dollar automotive industry cluster and build a strong car country.

Parents in production and sales cannot be ignored

The reporter learned that although the results of the resumption of work in the automotive industry are significant, there are still some hidden concerns and risks in production and sales, which need to be resolved.

The problem of fragile supply chain has not fundamentally changed. Zhang Ming, Director of FAW-Volkswagen Purchasing, said that the supply chain situation is affected by the uncertain factors. "We pay attention to all aspects of policies in the epidemic area in real time. At present Essence

The picture shows a domestic car displayed at the 2022 Shenyang International Automobile Fair (taken on June 26). Xinhua News Agency reporter Yao Jianfeng Photo

Fu Bingfeng, Executive Vice President and Secretary -General of the China Automobile Industry Association, said that in recent years, it has been affected by chip shortage, rising raw material prices, and impact of the epidemic. The biggest pain point of the industry's high -quality development. Especially since mid -to -late March, Jilin, Shanghai and other places have been impacted by the epidemic, which has concentratedly exposed many major challenges in the automotive supply chain. It has become the largest constraints of the current development of the automotive industry, and it is imminent to build a more secure and controllable supply chain system.

At present, the supply of key components such as some car parts, especially chips, is still risky. According to the relevant person in charge of Dongfeng Motor Company, since last year, automobile chips have continued to be short -short. From the current point of view, it is still tight, and it is expected to last until the end of the year or even next year.

In terms of market sales, sales pressure still exists to a certain extent. According to the latest data from the China Automobile Industry Association, 9.618 million and 9.555 million vehicles in China from January to May, respectively, decreased by 9.6%and 12.2%year -on -year, respectively. Among them, in May, commercial vehicles decreased by 47%and 50.5%year -on -year.

Some car companies said that currently there are market sales pressure on passenger cars and commercial vehicles, especially the resumption of the commercial vehicle market is obviously insufficient, and it still shows a significant decline. The problems that some car companies cannot sell may be prominent. If the market continues to be sluggish, it may in turn affect the production side and the industrial chain.

Make up chain and strong chain to reshape confidence

Industry insiders said that the relevant national departments and some places have introduced a series of policy measures to promote the development of the automotive industry and market sales, and some measures have been implemented. It is recommended that the relevant departments continue to track the effectiveness of the policy implementation, continue to make up the chain to strengthen the chain, guide enterprises to find opportunities in danger, and strive to minimize the loss. On the one hand, it is a top priority to activate the market as soon as possible. Some enterprises have suggested that the policies that the country has introduced should be accelerated, and local and enterprises should also introduce supporting measures to further strengthen the market sales support for new energy vehicles and small displacement fuel vehicles. Restore and revitalize the market as soon as possible. At the same time, it is recommended to promote some large cities that have strong consumption power but are still implementing automotive purchase measures to relax the purchase restriction and clarify the timetable.

On the other hand, the crisis is looking for a strong chain to enhance the ability to resist risks. Cui Dongshu, Secretary -General of the National Passenger Vehicle Market Information Joint Association, believes that the current automotive industry chain enterprises have gradually changed from fire -rescue emergency response to normalized high tough supply chain management. Relevant departments and enterprises shall summarize their experience from the epidemic, especially in the production and transportation of components and components to establish a normalized and smooth confession mechanism to reshape the confidence of the supply chain. (Reporter Zhang Jian Wang Ziyi Zhou Rui Changchun Wuhan Shanghai report)

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Source: Economic Reference News

Edit: Chen Xi

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