AutoBeta(AutoBeta.net)03/16 Report--

"according to internal and supplier notices, Tesla is suspending production at his Shanghai plant for two days because China has tightened restrictions on COVID to contain the latest epidemic," Reuters reported. According to reports, suppliers and Tesla employees were told in a notice of review on Wednesday that production would be suspended on Wednesday and Thursday, but did not give a reason for the shutdown. However, Tesla did not comment on reports of factory shutdowns in Shanghai.

According to the Shanghai Municipal Health Commission, from 0 to 24:00 on March 15, there were 5 new local COVID-19 confirmed cases and 197 asymptomatic infections, 10 new imported COVID-19 confirmed cases and 1 asymptomatic infection, all of which were found in closed-loop control.

Tesla's Shanghai factory is Tesla's second overseas super factory, which mainly produces Model 3 and SUV Model Y cars. Data show that in 2021, Tesla Shanghai factory delivered 484000 vehicles, an increase of 235% over the same period last year, accounting for 51.7% of Tesla's total global delivery volume, making Tesla the world's largest single market. Tesla relies on the Shanghai factory to deliver 484000 new cars throughout the year, of which 321000 are retail in China, and the remaining 163000 are mainly exported to Japan, Europe and other countries. In the Chinese market, there will be 169853 Model Y retail vehicles and 150890 Model 3 retail vehicles in 2021.

According to the latest data, Tesla's wholesale sales in China in February 2022 were 56515, including 33315 for export and 23200 for domestic retail, including 18593 for Model Y and 4607 for Model 3, equivalent to an average of about 2018 vehicles per day. If Tesla's Shanghai factory stops production, how much loss will be caused to Tesla's production capacity, or whether the loss can be recovered in subsequent production? these are not specified in the notice.

Recently, the epidemic has become more and more serious. According to the National Health Commission, from 0 to 24:00 on March 15, 31 provinces (autonomous regions and municipalities directly under the Central Government) and Xinjiang production and Construction Corps reported 1860 new local cases (1456 in Jilin, 75 in Shandong, 59 in Guangdong, 51 in Tianjin, 38 in Hebei, 32 in Liaoning, 28 in Shaanxi, 23 in Zhejiang, 23 in Fujian, 15 in Heilongjiang, 13 in Jiangsu, 11 in Chongqing, 9 in Beijing, 6 in Yunnan, 5 in Shanghai and 5 in Guangxi. There were 5 cases in Gansu, 2 in Anhui, 2 in Guizhou, 1 in Hubei and 1 in Hunan.

At present, Jilin is still an important position for epidemic prevention and control. Prior to this, according to the document "in order to tie in with the overall situation of epidemic prevention and control in provinces and cities, FAW Group decided to stop production in a planned way from March 13," issued by the Changchun Municipal Bureau of Industry and Information Technology, FAW Group decided that it was planned to stop all production in the Chang five vehicle factories, and the initial plan was to stop production from the 13th to the 16th. The restart time of the production line will be determined according to the overall situation of epidemic prevention and control and the relevant requirements of provinces and cities.

In addition, Shenzhen, the stronghold of BYD, is also home to one of its eight vehicle factories, including the Pingshan factory in Shenzhen, the Baolong factory in Shenzhen and the Kwai Chung factory in Shenzhen. According to public data, the Shenzhen plant mainly produces BYD Han and BYD Tang, with a monthly production capacity of between 25,000 and 30,000 vehicles. If BYD's Shenzhen plant stops production from the 14th to 20th, it is expected to lose more than 5000 vehicles. However, BYD responded that the Shenzhen epidemic had some impact on the production of its Shenzhen plant, but the impact was small.

The supply of spare parts affects the production of car companies, and the impact of the superimposed epidemic makes the production and operation of car companies more difficult. In March, the performance of most domestic car companies will be significantly affected, but compared with the "report card," now that the "red light" of the epidemic has been on, slow down can safely "cross the border."

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