?At 10:00 a.m. on May 10, Shanghai held a press conference on the prevention and control of the new crown pneumonia epidemic, further introducing the latest situation of the epidemic situation, and the epidemic situation in Shanghai has gradually improved.

?? Previously, it was reported that with the joint efforts of the urban area and enterprises, the resumption of work and production of industrial enterprises in Shanghai is progressing in an orderly manner. The resumption rate of more than 1,800 key enterprises in the city has exceeded 70%, of which the rate of resumption of work of the first batch of more than 660 key enterprises has exceeded 70%. 90%. Key industrial chains such as automobiles, integrated circuits, and biomedicine continued to recover and increase production capacity, and leading enterprises continued to maintain stable production.

?? In April, the epidemic in Shanghai relapsed. As a city with a relatively developed automobile industry, this round of epidemic caused the automobile industry to press the pause button. Now that production is gradually resumed, its shutdown and restart make people think. No. 1 Xinwen Road exclusively interviewed Mr. Jonny (pseudonym), a veteran of the automotive industry, who gave his views on this issue.

The industry chain has been hit hard, how does the whitelist work?

On the evening of April 20, Ideal Auto stated in a notice issued by the APP that since the end of March, due to the requirements of epidemic prevention and control, some supply chain enterprises of Ideal Auto located in Jiangsu, Zhejiang and Shanghai areas have been unable to supply. Therefore, it has a great impact on the production of Li Auto in April, resulting in delays in the delivery of new cars to some users. Earlier news pointed out that if supply chain companies cannot find a way to dynamically resume work and production, all OEMs in China may stop production in May. Shanghai is home to a number of auto parts companies. The shutdown of upstream auto parts companies caused by the epidemic has had a greater impact on the auto industry chain.

?? In response to the impact of the epidemic on the automobile industry chain, Mr. Jonny, a senior person in the automobile industry, said, "The epidemic has directly led to the lack of human resources, and the shutdown of production; the interruption of logistics in the sealed and controlled areas has hindered the pull of existing materials. As a result, neither the production source nor the existing reserves can support production smoothly."

?? Logistics cannot operate, and the industrial chain is naturally hit hard.

?? The Shanghai government has taken a number of measures to ensure the stability of the automotive industry chain and supply chain.

?? Shanghai Municipal Commission of Economy and Information Technology released the first batch of 666 key resumption enterprises in Shanghai "white list", of which enterprises related to the automobile industry chain account for as high as 40%, SAIC Volkswagen, SAIC GM, SAIC Passenger Cars, Tesla, etc. On the "white list".

?? Regarding Shanghai's move to release the whitelist, Mr. Jonny said, "Now, the whitelist is a more effective measure to support the resumption of work and production during the epidemic. Of course, it can also be improved from two aspects in actual operation. First, at the executive level, due to the impact of the epidemic, some employees are still unable to return to work. For industrial manufacturing enterprises, the staffing rate is not linearly related to production capacity. For example, if 50% of the returning employees are returned, the production capacity recovery is generally lower than 20%. This means that the depth of the whitelist can be further expanded. Second, the coverage can be expanded. There are generally 4-5 upstream and downstream enterprises in the automotive supply chain level. At present, the whitelist mainly covers key OEMs and OEMs. The first- and second-tier suppliers allow these enterprises to use the existing reserve materials for production. However, the third- and fourth-tier suppliers and materials are still in shutdown. This means that after the upper-level suppliers have used up the existing materials It will shut down again. Therefore, to effectively resume production, you can open up all management levels and expand the coverage.”

?At 10:00 a.m. on May 10, Shanghai held a press conference on the prevention and control of the new crown pneumonia epidemic, further introducing the latest situation of the epidemic situation, and the epidemic situation in Shanghai has gradually improved.

?? Previously, it was reported that with the joint efforts of the urban area and enterprises, the resumption of work and production of industrial enterprises in Shanghai is progressing in an orderly manner. The resumption rate of more than 1,800 key enterprises in the city has exceeded 70%, of which the rate of resumption of work of the first batch of more than 660 key enterprises has exceeded 70%. 90%. Key industrial chains such as automobiles, integrated circuits, and biomedicine continued to recover and increase production capacity, and leading enterprises continued to maintain stable production.

?? In April, the epidemic in Shanghai relapsed. As a city with a relatively developed automobile industry, this round of epidemic caused the automobile industry to press the pause button. Now that production is gradually resumed, its shutdown and restart make people think. No. 1 Xinwen Road exclusively interviewed Mr. Jonny (pseudonym), a veteran of the automotive industry, who gave his views on this issue.

The industry chain has been hit hard, how does the whitelist work?

On the evening of April 20, Ideal Auto stated in a notice issued by the APP that since the end of March, due to the requirements of epidemic prevention and control, some supply chain enterprises of Ideal Auto located in Jiangsu, Zhejiang and Shanghai areas have been unable to supply. Therefore, it has a great impact on the production of Li Auto in April, resulting in delays in the delivery of new cars to some users. Earlier news pointed out that if supply chain companies cannot find a way to dynamically resume work and production, all OEMs in China may stop production in May. Shanghai is home to a number of auto parts companies. The shutdown of upstream auto parts companies caused by the epidemic has had a greater impact on the auto industry chain.

?? In response to the impact of the epidemic on the automobile industry chain, Mr. Jonny, a senior person in the automobile industry, said, "The epidemic has directly led to the lack of human resources, and the shutdown of production; the interruption of logistics in the sealed and controlled areas has hindered the pull of existing materials. As a result, neither the production source nor the existing reserves can support production smoothly."

?? Logistics cannot operate, and the industrial chain is naturally hit hard.

?? The Shanghai government has taken a number of measures to ensure the stability of the automotive industry chain and supply chain.

?? Shanghai Municipal Commission of Economy and Information Technology released the first batch of 666 key resumption enterprises in Shanghai "white list", of which enterprises related to the automobile industry chain account for as high as 40%, SAIC Volkswagen, SAIC GM, SAIC Passenger Cars, Tesla, etc. On the "white list".

?? Regarding Shanghai's move to release the whitelist, Mr. Jonny said, "Now, the whitelist is a more effective measure to support the resumption of work and production during the epidemic. Of course, it can also be improved from two aspects in actual operation. First, at the executive level, due to the impact of the epidemic, some employees are still unable to return to work. For industrial manufacturing enterprises, the staffing rate is not linearly related to production capacity. For example, if 50% of the returning employees are returned, the production capacity recovery is generally lower than 20%. This means that the depth of the whitelist can be further expanded. Second, the coverage can be expanded. There are generally 4-5 upstream and downstream enterprises in the automotive supply chain level. At present, the whitelist mainly covers key OEMs and OEMs. The first- and second-tier suppliers allow these enterprises to use the existing reserve materials for production. However, the third- and fourth-tier suppliers and materials are still in shutdown. This means that after the upper-level suppliers have used up the existing materials It will shut down again. Therefore, to effectively resume production, you can open up all management levels and expand the coverage.”

Self-developed or guaranteed supply, supply chain is the key

?? The Shanghai epidemic has led to the interruption of the automobile supply chain, which has broken the market's complete trust and respect for the industrial chain layout of global division of labor and international cooperation. However, the globalization of the auto industry will continue, which is determined by the international economic division of labor. Mr. Jonny said that under the current situation, the inspiration given by the epidemic and natural disasters is that we should effectively change the previous supply chain cooperation model. A healthy supply chain cooperation model should be truly reciprocal and win-win. In the past, most of the upstream and downstream of the domestic auto industry were competing for interests. For auto companies, in the future supply chain management, providing support and assistance to suppliers and sharing development achievements should become a consensus to enhance the resilience of the supply chain.

?? The chip crisis has also led many car companies to embark on the road of self-developed chips.

In the past, there were new forces such as Tesla, Weilai, Xiaopeng, etc., and many traditional car companies such as Volkswagen, Hyundai, Geely, etc., have announced plans to develop their own chips, trying to break the constraints of traditional car chips and meet differentiation. demand.

?? In this regard, Mr. Jonny said that, like other manufacturing companies, the epidemic has also had a great impact on automotive chip manufacturers, and because the chip industry is at the forefront of the supply chain and there is no intermediate cache link, the impact will be. It is directly reflected in the shortage of resource guarantee. Self-developed chips are an inevitable option for large-scale OEMs. Entering the chip track through technical cooperation or investment holdings will greatly support resource security. However, it is worth noting that the current domestic chip industry layout is in the low-end process and relatively simple operation logic links, and the complex computing chips with high technical content still rely on foreign brands. However, whether it is the traditional supply model or the road of self-developed chips that some car companies choose to go, for a certain period of time, the safety and stability of the supply chain is very important for the automotive industry.

??Shanghai, as my country's leading economic city, the shutdown caused by the epidemic will have a huge impact on the import and export of the whole of China, impacting the terminal automobile industry. The gradual restart this time is exciting, but after this shutdown, the auto industry should also realize that prevention is far better than repairing the situation. In the future, enterprises should pay more attention to risk prevention, strengthen inventory management, and strengthen cooperation with suppliers to ensure the safety and stability of the supply chain. The government should also speed up the decentralized deployment of the supply chain of key technology enterprises, build a unified national market, unify industry standards, base on domestic demand, and smooth circulation. Multi-faceted and multi-subject planning can make the impact of black swan events such as the epidemic on the industrial chain controllable.

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