Since the Shanghai Municipal Commission of economy and information technology announced the “white list” of the first batch of enterprises returning to work and production, Shanghai automobile enterprises have started closed production. However, at present, the supply of chips and other parts is in short supply, antigen and nucleic acid detection is time-consuming and labor-consuming, the employee arrival rate is low, the transportation capacity is limited, the factory accommodation conditions are poor, and the logistics are poor. The overall capacity recovery rate is about 20-30%.
New energy vehicles are more seriously short of parts than fuel vehicles. Permanent magnets and coils of motors are greatly affected by the Yangtze River Delta. Moreover, there are more chips in trams than fuel vehicles. Chips are seriously affected by the epidemic. For example, regional components are affected to a certain extent, there are many chassis components, subframes, shock absorbers, motor electromagnetic wires, cooling systems, etc. in Shanghai and Jiangsu, aluminum castings such as steering knuckles, subframes and magnetic materials in Zhejiang, air bags, safety belts, steering wheels, electronic materials, etc. of Ningbo Junsheng electronics, shock absorbers, hub bearings, etc. in Hangzhou.
Secondly, the logistics and customs logistics in Jiangsu, Zhejiang and Shanghai have a great impact; The first batch of enterprise workers on the white list for resumption of work were closed from the hotel to the factory, and began to receive and deliver goods normally. The logistics of major suppliers also began to recover gradually, hoping to speed up the recovery of production capacity in mid May.
Due to the shortage of parts and chips, it is difficult for the auto enterprises to return to work. The following table shows the statistics of the capacity recovery of auto enterprises in April:
With SAIC starting the stress test of returning to production and work on the 18th, the whole industry will gradually start operation from a completely stagnant state. SAIC passenger car port base officially resumed production on April 19. The operating rate of the first batch of white list enterprises is 30% and the production capacity is restored by 20%.
On April 19, Tesla recalled workers, 70%-80% of whom were on duty. It is expected that the single shift production capacity (M3 470 sets / day, my 700+ sets / day) can be completed. The supply chain can meet the single shift production demand, and the supply volume follows the demand of the main engine plant. If the closure is successfully released in May, the production capacity can be full.
It is expected that the resumption of work and production in Shanghai will boost the gradual recovery of the limited production capacity of car enterprises. The following table is an update of the follow-up of the resumption of work and production of car enterprises in April:
Since January 1, more than 30 new energy vehicle enterprises have raised their prices, and new car makers such as ideal, Xiaopeng and Weilai have increased by 2-5% under the pressure of sharp rise in raw material prices, shortage of chips and core parts, and decline in new energy vehicle purchase subsidies; Tesla, BYD, great wall, Geely, SAIC, GAC and other auto companies have also raised prices for some models.
Since May 1, certain price adjustments have been made to all models of Jihu brand, which have not been announced yet. The specific adjustment plan will be announced before April 30, 2022, and will be continuously updated later.
Under the influence of multiple factors, more than 30 new energy vehicle enterprises set off a frenzy of price rise. The following table shows the continuous update of the price rise of new energy passenger vehicles in April: