This article is from the WeChat public account: autocarweekly (ID: autocarweekly) , text: Telford
I watched a video on station B when I was disabled at the Spring Festival home.
The main idea was that in order to prevent the epidemic from spreading, all provinces and cities blocked traffic. Therefore, some people questioned. If the epidemic continues to spread after the Spring Festival holiday, the blockade policy that we have hit may well Great impact on national economic development .
According to China’s total GDP of 99 trillion yuan in 2019, the loss per day of stoppage is 300 billion yuan.
Who ever wanted to be a word.
Now, although the epidemic has been contained in most parts of the country, there are still a lot of reworkers, still in the 14-day self-quarantine period, there are still many infected areas and workers who are going to be identified as infected areas, the distance It seems that the normal return to normal production is in the foreseeable future.
Unable to start construction, the pressure on companies during this period can be imagined. In the past, many small, medium and micro enterprises broke the tight capital chain, and even larger catering companies such as Xibei claimed that only staff salaries and losses during the Spring Festival would overwhelm themselves.
This pressure will eventually be transmitted to every link of the industrial chain.
No, on February 6, Beijing Benz was forced to send a letter of invitation to the Tianjin local government, requesting approval for Beijing Benz’s 19 suppliers to resume work.
According to this invitation letter, Beijing Benz has only one day of safety stock, and the suspension of production in the industrial chain for more than one day will cause Beijing Benz to suspend production, and daily economic losses will exceed 400 million yuan.
A stone stirred up a millennial wave. Today, it is not just industries with short industrial chains that have been affected, but many upstream companies that have seriously affected the industrial chain.
We ca n’t know who these 19 companies are in Tianjin Wuqing Auto Parts Industry Park, but if you simply understand the composition of this industrial park, you can roughly know that it will be suitable for auto companies including Mercedes-Benz. How much influence.
Tianjin Wuqing Auto Parts Industrial Park is located in the eastern part of Wuqing District, only 70 kilometers away from Beijing. It plays an important role in Beijing Benz’s supply chain, with a total of 52 parts companies.
The main products of the industrial park include automobile engine cylinders, automobile turbochargers, exhaust pipe assemblies and other components. It is a major supplier base for domestic and foreign automobile manufacturers and turbocharger manufacturers.
In the industrial park, there are two relatively well-known companies in the automotive industry, namely Zhongwang Aluminum and Huguang Automotive.
Zhongwang Aluminium has long cooperated with many cars such as Volvo, Chery, BYD andBus manufacturers jointly develop new energy all-aluminum electric vehicles and buses. In addition, Zhongwang also exclusively supplies all-aluminum body frames of Chery New Energy pure electric vehicles, and aluminum materials for the future K50.
Huguang Automotive Appliances is an enterprise with an annual output of 1.5 million sets of engine harnesses, 1 million sets of real car harnesses and 1 million sets of KSK harnesses. The total investment of the Huguang Tianjin project is 300 million yuan, and annual sales are expected to reach 600 million yuan after full production.
It is worth mentioning that the automobile wiring harness and engine wiring harness of FAW-Volkswagen, Shanghai Volkswagen, German Volkswagen, Chery Automobile, including Beijing Benz products, are supplied by Huguang Automobile Electric.
Tianjin is still like this, and Hubei, which is at the center of the epidemic, is even more severe.
In terms of the number of domestic auto parts development zones, Hubei, which has 13 development zones, is second only to Anhui and ranks second in the country.
Hubei Province’s auto parts enterprises account for 13% of the country’s total, nearly 12,000; Hubei Province’s auto parts enterprises with registered capital of more than 10 million yuan account for about 10% of the country’s total, and there are nearly 2,000.
It is not only the production link that is affected by the epidemic. At present, logistics in areas affected by the epidemic is still unable to fully recover.
For example, Xiangyang, Hubei, the three largest battery production bases in China, has officially implemented the “unnecessary entry into and exit from cities” closure measures since January 28th. Even if there is product inventory before the Spring Festival in Xiangyang, it is currently not possiblePrompt delivery.
The outbreak. This butterfly instigated a storm that even affected car production in the Asia-Pacific region.
Part of the wiring harness for Hyundai Motor in Korea was commissioned by a Sino-South Korean joint venture, Yujin Denso, in Jingzhou, Hubei, for production. Due to the delay in construction and the obstruction of logistics, the wiring harness inventory of Hyundai’s domestic production line for Hyundai Motor will be exhausted and supply problems will arise.
On February 11th, Hyundai Motor ’s Palisade, GV80, Santa Fe, and Tucson ’s Ulsan Second Plants resumed partly. The remaining plants will also resume production on the 12th. However, the insufficient supply of parts from China has led to The timing of restoring production in the remaining factories is uncertain.
About the industry chain affected by the epidemic, Yifan has already published a previous article ” Everything will pass, we will eventually go over here “ summarized, and I am more concerned about the subsequent impact of the epidemic’s suspension.
Of the more than 100,000 auto parts companies in China, 90% are small companies with annual sales income below 20 million yuan. Most of them may not be able to enjoy the support of national and regional support policies, and they are more dependent on industrial clusters.
This kind of enterprises located in the middle and lower reaches of the industrial chain have already made great efforts in environmental protection, taxation, etc., and even some of them are in a state of tight capital chain.
The overall downward trend of the industry last year has severely squeezed their living space, and this epidemic is likely to overwhelm them.