The auto industry under the epidemic situation

Spring returns to the earth, as if everything is slowly waking up, and people's production and life will gradually get on the right track.

One month has passed since February 10 was officially reworked, and automobile main engine plants all over the country have also resumed production one after another. Even Dongfeng Honda and Fengshen Automobile, the Hubei car companies at the center of the storm, have received the latest approval for returning to work.

12 In March, the monthly data released by China Automobile Association showed that as of March 1 1 day, among the 23 enterprise groups and 203 production bases tracked by China Automobile Association, the return rate of automobile manufacturers reached 90. 1%, the return rate of employees reached 77%, and the recovery rate was 40%.

As a strategic and pillar industry of the national economy, the automobile industry covers many aspects, such as industrial chain, export, employment and so on, and its impact on the national economy can be described as holistic. In order to effectively cope with the impact of the epidemic, Qiushi, published on February 16, published an important article, emphasizing "actively stabilizing traditional mass consumption such as automobiles, encouraging areas where automobile purchases are restricted to appropriately increase the number of license plates, and driving the consumption of automobiles and related products".

Support at the national level has also received rapid responses at all levels. Recently, the Ministry of Commerce said that all localities can introduce measures to promote the consumption of new energy vehicles, increase the purchase restriction of traditional vehicles, and carry out trade-in of vehicles according to local conditions. Specific to the local area, the city headed by Guangzhou took the lead in launching the first shot of "saving the market".

The main engine factory, which holds the absolute right to speak in the whole automobile industry chain, also plays the role of anxiety pioneer in this return to work movement. However, there are still many difficulties to fully realize the normal return to work in the past.

Returning to work does not mean resuming production.

Wrong time and peak, online "cloud" office, and returning to work in batches may be strange scenes that appear at the same time as masks, temperature measurement, disinfection, company isolation boards and company parcels. Under the new situation that epidemic prevention and control has brought huge economic and social costs, employees in the automobile industry are working hard to return to work, but they dare not slack off.

When it comes to returning to work, car companies also have the difference between "production line" and "non-production line". When the work of non-production line can be resumed through the above measures, and it is necessary to enter the actual production line of the factory, the personnel need to actually arrive at the post. If the rising rate of returning to work has achieved the first step to break the dilemma, there is still a lot to wait for.

When many people gather, they will inevitably face the risk of cross-infection. How to reduce this risk? It is a big problem that plagues car companies. Even though a few domestic car companies have realized factory automation production, such as the real-time monitoring of the circulation of key parts of Weilai in the whole assembly process, the laser AGV used in the second assembly workshop of Chery Jaguar Land Rover Changshu Factory has reduced the risk through mechanization and intelligence, but only a few have these advanced technologies.

In other words, returning to work and resuming production are two different concepts.

For the data of the resumption of work of China Automobile Association, some professional analysts pointed out that 90% of enterprises and 77% of employees have resumed work, which does not mean that the corresponding proportion of production capacity of automobile enterprises has started. Specific to the situation of enterprises, there are still cases of returning to work in batches at wrong times, and employees also have some isolated observations.

After the containment of personnel slows down the production capacity, the lack of supply chain also obviously restricts the rhythm of the main engine plant's resumption of work. Previously, Mercedes-Benz took the lead in speaking out for the resumption of work, which was issued for parts suppliers. Due to the interruption of parts supply, car companies such as Nissan, Hyundai and Kia have to stop production in their own factories. For this resumption of work, many insiders said that whether the company will resume work depends on the supplier's resumption of work.

According to the data of China Automobile R&D Cloth, as of March 9, 6 of the 3 major parts enterprise groups in/kloc-0 have all returned to work, and the rate of returning to work in 5 has exceeded 80%. It is worth mentioning that under the epidemic situation, the limited production capacity opened by suppliers will give priority to meeting the company's large orders, while the small orders of small OEMs may be delayed, which seems to be unfriendly news to those car companies that are already at the end of the industry.

In addition, the low inventory that car companies competed for in the past also exposed shortcomings in this epidemic. Due to the limitation of transportation and logistics during the epidemic, car companies that have not yet formed an all-round industrial chain concentration have to face high shortage costs.

In contrast, the dealer inventory index close to "off the chart" is even more worrying. The data shows that the inventory early warning index of automobile dealers in February was 8 1.2%, up 29.5% from the previous month and 27.7% from the same period last year. The continuous pressure of inventory funds makes many dealers face the risk of capital chain breakage. According to the latest data of the circulation association, as of March 2, among the 8095 dealerships that participated in the survey, the comprehensive return to work efficiency was only 36.6%.

As the "tuyere" in the industrial chain, dealers are blocked, and the operation speed of the whole industrial chain is bound to be affected.

Take measures at the same time, overcome difficulties and go against the trend.

With the increasingly close links in the whole industrial chain, if OEMs want to win the advantage of returning to production, they should not only consider themselves, but also look at the upstream and downstream of the whole industrial chain and work together.

For downstream distributors, OEMs have successively introduced supporting contents such as adjusting assessment targets, giving financial policies and increasing rebate subsidies. Among them, Volkswagen, Ford, Jaguar Land Rover, Hyundai and other brands canceled the sales assessment in the first quarter; Guangzhou Automobile Chuanqi canceled the dealer's task of picking up the car, enjoyed the reward of picking up the car, and provided a 30-day interest-free period for inventory financing; BYD released the first quarter1-February free assessment, canceled the service quality assessment or postponed the retest; FAW Pentium extended T99' s special rebate subsidy to February 29th; Great Wall launched 20 million yuan user care fund.

Downstream care is also reflected in upstream suppliers. Automobile companies are making flexible production plans and setting up special funds to ensure their stable supply. Taking BAIC as an example, BAIC Futian sent an open letter to all Hubei suppliers, calling on them not to lay off employees. BAIC Industrial Investment Co., Ltd. took the lead in setting up a special fund pool of nearly 654.38 billion yuan to fight the epidemic, giving priority to supporting BAIC industrial chain partners and various enterprises in the automotive field. For institutional customers, such as car rental and taxis, BAIC has introduced a policy of repayment grace period of up to 365,438+0 days, and provided low-interest loan support.

According to incomplete statistics, so far, more than 30 automakers have announced policies to support partners. Cui Dongshu, secretary general of the National Passenger Car Market Information Association, said that the core feature of automobile production is the long industrial chain, and the connection of supply chain is extremely important. The epidemic situation is a test for parts companies, and vehicle companies will give more support to them, which will also help * * * tide over the difficulties.

Back to the OEM itself, this epidemic is also accelerating the incubation of new sales models. During the epidemic, online scenes became the first choice for major car companies. As a breakthrough, car companies are trying to realize the transformation in the scene of information digitalization. However, due to the technical support of automobiles and the characteristics of mass consumption, the effectiveness of this model remains to be discussed.

The opportunities contained in this crisis have also been preempted by a few manufacturers. Whether Geely invested 370 million yuan in advance to start the research and development of "all-around health vehicle" with virus prevention function, or "PM0. 1" composite antibacterial and antivirus high-efficiency filter screen mass-produced by Chang 'an in March/0, and "Aian filtering and antivirus integrated" antivirus health cockpit developed by GAC New Energy all reflect the keen changes in the market demand of enterprises.

Although it is very difficult to complete the resumption of production in March, some car companies have realized the effective use of resources through the "alternative" resumption mode. For example, SAIC-GM-Wuling, BYD and Guangzhou Automobile Group. We chose to resume the production of masks and disinfectants to provide support for epidemic prevention. Facing the shortage of foreign medical materials, appropriate transformation may be a new opportunity.

Zhongshu

There is no winter that can't pass, and there is no spring that can't come. Although as a capital-intensive industry, the recovery of the automobile industry will be relatively long, but everything is developing in a good direction, and the OEM in the painful period of transformation will finally usher in spring.

Some pictures come from the internet, such as intrusion?

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.