He Xiaopeng And Yu Chengdong Issued A Warning Of A Complete Shutdown Of Production, And It Is Time For The Dynamic Resumption Of Shanghai's Auto Industry!

In the early days of the epidemic in Shanghai, in order to ensure production, SAIC’s many factories in Shanghai arranged for some employees to be closed at the factories to ensure production. As the epidemic prevention and control situation became severe, the vehicle factories and supply chain enterprises in Shanghai have been shut down one after another, located in the surrounding areas of Shanghai. The production of supply chain enterprises has also been affected.

Unexpectedly, the cost of this shutdown is even greater than imagined!

On April 14, He Xiaopeng, chairman of Xiaopeng Motors, directly warned that if Shanghai and surrounding supply chain companies cannot find a way to dynamically resume work and production, all OEMs in China may stop production in May.

Also on April 14, the Tank App issued a notice. Affected by the epidemic situation in Shanghai, Jiangsu, Jilin and other places, the Tank 300 (parameter | Inquiry) model involved a total of 8 suppliers and partners to stop work and stop operations, which is currently affected by this. The production of the Tank 300 model has been suspended since April 14, and shipments have been suspended in some areas.

Although the shutdown of all OEMs is alarmist, He Xiaopeng has indeed sent out a red flag for the industry.

Yu Chengdong, CEO of Huawei's consumer business and smart car BU, also indirectly responded to He Xiaopeng's judgment in the circle of friends, "Indeed." Yu Chengdong also mentioned that if Shanghai continues to be unable to resume work and production, after May, all technology/industrial industries Any production involving the Shanghai supply chain will be completely shut down, especially in the automotive industry.

From closed production to shutdown, the auto industry has become the hardest hit by the Shanghai epidemic.

Previously, the closure of Wuhan and Changchun did not cause serious damage to the entire automobile industry. Although some production capacity was lost, it can be seen from the data of the past two years that driven by strong demand for my country's automobile market, the overall sales volume has not Not greatly affected.

Why does Shanghai affect the whole body for the auto industry?

In June 2021, the Shanghai Municipal Government released the "14th Five-Year Plan for the Development of Strategic Emerging Industries and Leading Industries in Shanghai", which clarified Shanghai's "six key industrial industries, nine strategic emerging industries, and six future industries". "Architecture of the industrial landscape.

Among them, the nine strategic emerging industries include core industries such as integrated circuit industry and artificial intelligence industry, as well as key industries such as new energy vehicles, new materials, information communication, and high-end equipment.