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Auto supply chain with pneumonia outbreak risk

Source: Gascar | 2020-02-02 14:43:28
Under the current circumstances, Hubei ’s auto parts system should not resume production on time, and it will be postponed for at least a week or even longer, which will have a serious adverse impact on auto production in February.

Affected by the new crown pneumonia epidemic, the automotive industry's start in 2020 did not present the same glorious scene as in previous years.

It is understood that, in order to better cooperate with the prevention and control of pneumonia epidemics of new coronavirus infection and to prevent the spread of the epidemic, Dongfeng Motor, Great Wall, Renault, Toyota, Ford, Qoros, SAIC-GM, Volvo, Chery, Geely, etc A number of car companies have announced a delay in returning to work.

Lagging of auto companies, combined with multiple factors such as personnel flow restrictions and isolation, and poor logistics across the country, domestic automobile production must be blocked on a large scale. The automobile production industry chain in some regions such as Hubei has been temporarily suspended. The overall trend of the auto market this year It will also be greatly affected.

Previously, according to the prediction of relevant agencies, the probability of a decline in China's automobile sales in 2020 will narrow, with a 1% to 2% decline. However, the latest survey shows that nearly 30% of participants believe that the Chinese auto market will decline by 5% to 10% this year, and 25% of participants believe that this year's auto market will fall between 0 ~ 5%, and 24% Participants believe that this year's auto market sales will fall by more than 10%.

The overall bearish sentiment is very strong. Taking all factors into consideration, the Gas Research Institute predicts that if the outbreak affects the auto market for 1-4 months, it is expected that the decline in passenger car sales for the full year of 2020 will be 3-6%.

So, how specific is the automotive supply chain sector affected by the epidemic?

According to the latest 众彩网, German auto parts supplier Webast said that the company has seven employees infected with the new coronavirus. To this end, Webast headquarters will remain closed until February 3. It is reported that Webast has production bases in many countries around the world, including 11 offices in China, including Wuhan-the place where the new coronavirus broke out. The company has now banned employees from travelling to and from China and temporarily closed its factory in Stockdorf, Germany.

The epidemic has become a problem for supply chain companies, and Webast is not the only company affected in this area. Bosch CEO Volkmar Denner warned recently that the new coronavirus could affect its global supply chain because Bosch's supply chain relies heavily on China. "We need to wait for things to happen. If this continues, Bosch's global supply chain will be disrupted." Volkmar Denner said.

疫情,肺炎疫情

Image source: Bosch

Volkmar Denner's worry is not without reason. At present, China has become Bosch's second largest market in the world. Bosch has nearly 60 companies in China and is located in Shanghai, Nanjing, Changsha, Suzhou, Wuhan, Chongqing and other cities. In Wuhan, Bosch has two factories producing steering systems and thermal technology. In addition to supplying domestic car companies, parts produced in these factories will also provide technical support to foreign customers.

For example, Bosch's iBooster production base in Nanjing has a production network covering the entire Asia, including China, Japan, and Southeast Asia. It can not only support China, but also assist the electrification and intelligentization of automotive products throughout the Asia-Pacific region. Rapid transformation. However, due to the impact of the epidemic, many of these companies are currently unable to start normal operations. If this situation continues for a while, it will inevitably affect Bosch's global supply chain.

Parts companies such as Bosch and Webast are deeply rooted in the Chinese market. In recent years, as the Chinese market has become increasingly prominent in leading the automotive industry in electrification, intelligence, networking and sharing, more and more component companies have begun to continuously improve their domestic engineering R & D and manufacturing ability.

For example, since ZF entered China in 1981, it currently has nearly 40 manufacturing plants in more than 20 major cities, including Shanghai, Beijing, Tianjin, Chongqing, Hangzhou, Suzhou, Nanjing, and Wuhan. In November 2019, ZF signed an agreement with the Huadu District Government of Guangzhou to establish its third R & D center in China to expand the Chinese market in a more comprehensive and in-depth manner, while leveraging its core in China's development Technology to advance the world towards the next generation of mobility.

As the largest auto parts supplier in Japan, Denso currently has 28 companies in China, mainly located in Tianjin, Shanghai, Guangzhou, Wuhan, and Changchun. In Wuhan, Denso and local company Wuhan Guangting Information Technology Co., Ltd. established Denso Guangting Automotive Electronics Co., Ltd. to design and develop software for automotive instrumentation.

疫情,肺炎疫情

Another Japanese parts giant, Aisin Group, has also deployed nearly 40 companies in China. Its joint venture with GAC Trumpchi, GAC Aisin Automatic Transmission Co., Ltd., started construction in June last year and is scheduled to be completed by the end of this year. Achieve mass production. Based on the extensive layout of these enterprises in China, and their links in demand, supply, production planning, and logistics are often interlocked. If the impact of this epidemic will continue for some time, it will inevitably be reflected in some companies. Just start the whole body. "

Cui Dongshu, secretary general of the China Federation of Vehicle Industry Associations, believes that the core feature of automobile production is the long industrial chain and the connection of the supply chain is extremely important. Under the current circumstances, Hubei ’s auto parts system should not resume production on time, at least a week, or even Longer, this will have a serious adverse impact on automobile production in February, especially in Hubei.

As we all know, there are many auto companies and auto parts auto companies in Hubei. In addition to Dongfeng Passenger Cars, Dongfeng Honda, Dongfeng Nissan, Dongfeng Renault, Dongfeng Fengshen, Shenlong Automobile, SAIC-GM, Geely, Weimar and other vehicle companies, they also gather A large number of parts and components companies such as Delphi, Valeo, Faurecia, Honeywell, Visteon, Ambofo, Tenneco, Standa and so on.

According to relevant statistical data, as of the end of 2018, Hubei Province had 1,482 companies above the designated size in the automobile manufacturing industry, with the main business income of the automobile industry being 666.3 billion yuan and automobile production of 2.419 million units, which is a veritable automobile province. Among them, Jingzhou City alone has more than 200 auto parts production and supporting enterprises, which is the most complete auto parts concentration area in Hubei except Wuhan. Affected by the epidemic, the normal production of these enterprises is basically affected more or less, which in turn affects the overall automobile market trend.

Therefore, Cui Dongshu suggested that auto companies should give more support to component companies to stabilize the supply chain and work together to overcome difficulties. Specific measures include: reasonably curb the spread of negative emotions, promptly return the team to work in a timely manner, and pay attention to increasing support for foreign personnel, so that external engineering and technical personnel and managers who have repatriated overseas Chinese return to China as soon as possible.

疫情,肺炎疫情

Image source: Baidu epidemic real-time big data report

It has not happened before that the production process of parts and components enterprises has affected the production progress of the vehicle. According to the current situation, when the parts and components enterprises in Hubei area will resume normal production order is still unknown.

In the opinion of analysts at the Gas Institute of Automotive Research, it is generally believed that the epidemic will last for 2-3 months, which will undoubtedly affect the work and start-up processes of relevant enterprise personnel, and then affect the domestic economic development in the short term. Specific to the automotive industry, due to traffic control and crowd movement management in key areas, users are unable to go out, and car viewing and car picking up are affected, which has led to the suppression of some consumers ’car purchase needs, coupled with delays in the start of dealerships, and reduced terminal promotion activities. , The release of terminal car purchase demand will also be delayed. Among them, in the automotive supply chain sector, given that production and logistics in some regions, such as parts and components companies in the central provinces, are blocked and cannot operate normally, there will be a risk of supply disruption in the supply of some auto parts products.

In this regard, the Gas Institute of Automotive Research recommends that car companies and upstream and downstream enterprises should reasonably update the planned annual and quarterly production targets in accordance with the epidemic progress and demand, actively communicate production progress with each other, and do necessary upstream and downstream risk prevention to ensure parts supply. Security and stability. For parts and components enterprises whose production bases are located in the worst-hit areas such as Wuhan, they can consider expanding other supporting partners as soon as possible to achieve diversified product supply and prevent the risk of supply interruption.

In addition, the analyst believes that in the critical period of epidemic prevention and control, car companies and component companies should also pay close attention to the situation of employees and their families to enhance corporate cohesion and ensure the smooth development of subsequent product research and development, production and other tasks to ensure normality. Productivity can be quickly restored after work. Actively promote the digital transformation of enterprises, and transfer some of their offline business to online, such as marketing, car sales and delivery, maintenance, parts optimization, etc., to reasonably avoid the business risks brought about by the inability of enterprises to operate normally during the epidemic. At the moment when the pneumonia epidemic is spreading, online consultation, online ordering, online office, online education, and the continued surge in the popularity of King Glory, Quick Hand, and Watermelon Video are a good illustration. In order to reduce business operating costs, car companies and component companies can also actively strive for relevant tax reduction and preferential policies.

It is worth mentioning that the impact of the epidemic on the automotive supply chain also has a good side, that is, it has driven the demand for some automotive components, such as PM2.5 filter devices, air cleaners and other automotive health and environmental accessories are expected to welcome To sell well and become a new selling point for future vehicles. In addition, although the production and sales of automobiles will be limited in the short term, some special-purpose vehicles such as ambulances, pharmaceuticals and equipment light logistics vehicles have greater demand, and the epidemic is over. In view of some consumers ’concerns about viral infection in public transportation, automobiles Private consumption is just expected to continue to rise.

Gasket Summary: Everything has two sides, and the impact of the epidemic on the automotive industry is no exception. However, just like SARS in 2003, as long as the upstream and downstream of the automotive industry are united and actively cope with the government and other related companies, the consensus will be overcome, and the disaster will eventually be overcome and the industry will return to normal operation!

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