It is reported that the production capacity of the Shanghai factory of the CATL has returned to the level before the epidemic, and the return rate has reached 90% – yqqlm

IT House reported on May 7, the Financial Associated Press reported that the number of returning employees in the Shanghai factory of CATL has exceeded 1,000, the return rate has reached 90%, and the production capacity has returned to the level before the epidemic. Continue to increase production.

CATL previously announced that the factory that produces power battery modules has resumed production on April 18. The factory is located in Lingang, Shanghai, adjacent to the Tesla Shanghai Gigafactory. Tesla was the largest customer of CATL’s power battery products last year. Ningde Times said that this round of epidemic has led to increased uncertainty in logistics and supply chains, and some employees have been hindered from returning to work, which has brought certain challenges to the company’s production and operation.

The company disclosed that, as one of the first batch of key “whitelist” companies in Shanghai to resume work and production, the government has applied for more than 300 cross-provincial and intra-city passes for the Shanghai factory of CATL, effectively guaranteeing production logistics and helping the Shanghai factory achieve a steady increase in production. slope.

IT House learned that CATL disclosed the record of investor relations activities on May 4. At the end of the first quarter of 2022, the book balance of goods in stock and issued goods accounted for about 60% of the book balance of inventory. Compared with the end of the previous year, the proportion of goods in stock accounted for about 60%. Slightly lower, the proportion of raw materials is slightly higher.

When talking about the impact of the epidemic, Ningde Times said that part of the epidemic occurred in the Ningde area where the company’s headquarters and main production bases are located. The government’s rapid response and actions were basically lifted before the May Day, which had little impact on the company’s operations; Second, the epidemic in Shanghai and other places has caused OEMs to reduce production, which may have some impact on terminal consumption. With the gradual resumption of work and production, the overall impact is not large. The company’s annual production capacity is expected to meet customer demand.

In terms of the recovery of gross profit margin in the second quarter, CATL said that the prices of raw materials such as lithium carbonate were relatively high in March and April, which had an impact on the cost in the second quarter, but the progress of customer negotiation and price adjustment was relatively smooth, and the gross profit rate would be gradually repaired reasonably.