Shanghai issued guidelines for epidemic prevention and control of resumption of work and production: the epidemic “forced to stop” the auto industry will fully resume production

On April 16, the Shanghai Economic and Information Commission issued the “Guidelines for the Resumption of Epidemic Prevention and Control of Industrial Enterprises in Shanghai (First Edition)”.The guidelines are clear. All district governments, streets, towns, and parks must actively support enterprises to resume work and production, guide enterprises to “one enterprise, one policy”, and effectively do a good job in epidemic prevention and control; it is necessary to set up nucleic acid testing points and provide testing services, and promptly deal with medical problems. Waste, and provide underpinning services for the protection of epidemic prevention materials and living materials.

Starting from March 28, Tesla’s Shanghai plant, which was originally planned to be shut down for 4 days, has been shut down for 20 days as of April 16. Analysts at GLJ Research predicted in a note to clients a few days ago that Tesla may not resume work until mid-May.But Tesla insiders replied“China News Weekly”“There is no relevant news at this time,” he said.

The production stoppage is the longest since Tesla’s Shanghai plant started production in late 2019. Conservatively based on the daily production of 2,000 electric vehicles, Tesla’s Shanghai factory has lost nearly 40,000 units of production. If it really needs to stop production until mid-May, Tesla’s production loss will exceed 100,000 vehicles.

“If Shanghai and surrounding supply chain companies can’t find a way to dynamically resume work and production, all OEMs in China may stop production in May.” On the evening of April 14, He Xiaopeng, chairman of Xiaopeng Motors, said in a circle of friends. post.

On April 15, Huawei executive director, consumer BG CEO, and smart car solution BU CEO Yu Chengdong also said in the circle of friends that if Shanghai continues to be unable to resume work and production, after May, all technology and industrial industries will involve the Shanghai supply chain. All production will be completely shut down, especially in the auto industry.

Affected by the epidemic, one of the most important marketing activities in the auto market throughout the year, the Beijing International Auto Show originally scheduled for April has now been confirmed to be postponed. According to the situation in previous years, April has always been the golden period for the launch of new cars. With the help of the centralized marketing of the auto show, the sales of new models have been promoted. This year, most manufacturers’ new product launch rhythms have been completely disrupted by the epidemic in the first quarter. Coupled with the lack of production capacity and supply, companies have to adjust their annual marketing plans and sales expectations.

At the same time, companies are constantly trying to resume production. On April 14, Weilai Automobile stated that the supply chain is currently recovering slightly, and the Hefei production base is gradually resuming production, but the follow-up production plan still depends on the recovery of the supply chain; various companies under SAIC Group are also preparing for the resumption of work and production. After a period of preparation, the third line of the final assembly of China’s FAW Hongqi Ulsan plant has achieved single-shift resumption of production, while FAW-Volkswagen, FAW Jiefang, FAW Toyota and other factories Work will resume gradually.

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