AutoBeta(AutoBeta.net)04/14 Report--

On April 13th, the tank brand announced on its official APP: affected by the epidemic in Shanghai, Jiangsu, Jilin and other places, the tank 300 models involved eight supplier partners to stop work and operation, and production of tank 300 models was suspended from April 14.

According to tank officials, affected by the epidemic. Dandong, Liaoyang, Shenyang, Yingkou, Binzhou, Taian, Heze Cao County, Dingtao, Pingyi County, Zaozhuang, Weihai, Langfang, Baoding, Haimen, Pinghu, Taizhou, Wuxi, Suqian, Xuzhou, Jiaxing, Huzhou, Taiyuan, Shangqiu, Suizhou, Changji, Korla, Quanzhou, Shanghai, Baiyin, Lanzhou, Huainan City, Wuqing District, Jiamusi, Hegang, Jilin, Changchun, Siping, Songyuan, Hunchun are currently suspended. Data show that as of 18:00 on April 13, a total of 2862 tanks had been dispatched and 5787 were on the way. It is not clear when the tank 300 will resume production, but production difficulties, a popular SUV model of Great Wall, could directly affect the performance of the tank brand and even Great Wall as a whole in April.

Affected by the epidemic, the shutdown of suppliers has led to the reduction of production by automobile manufacturers, which has become the norm in the automobile industry. On March 8th, Great Wall released February sales, which showed that new car sales for the month were 70792, down 20.5 per cent from a year earlier. In response to the decline in sales, Great Wall explained that it was mainly due to the Spring Festival holiday and the insufficient supply of body electronic stabilization system (ESP) produced by Bosch Auto parts (Suzhou) Co., Ltd. On April 10th, Great Wall released March sales, showing that new car sales for the month were 100930, down 8.86 per cent from a year earlier. Great Wall Automobile officials said that affected by the epidemic in Shanghai, Jiangsu, Jilin and other places, a number of Great Wall parts suppliers were affected, resulting in limited production capacity of the factory, but the factory did not stop production. The official also said that Great Wall is working with supply chain partners to actively solve related problems and try its best to minimize the impact.

In fact, tank brands are not the only car companies that have been forced to stop production due to the epidemic. In addition to the suspension of production of factories and car companies based in the epidemic area, there are also a large number of car companies subject to the supply chain. In announcing its February sales, Geely said sales fell 46.4 per cent to 78478 vehicles in February from a month earlier due to a shortage of ESP chips and the impact of the Lunar New year holiday.

On April 9, Xilai abruptly announced on its APP that since March, the company's supply chain partners in Jilin, Shanghai, Jiangsu and other places have stopped production one after another and have not yet recovered because of the epidemic. Affected by this, the production of the whole vehicle of NIO has been suspended. In response to the suspension of vehicle production, Li Bin, founder of Xilai, said bluntly: affected by the epidemic in Changchun and Hebei, we cut off the supply of some parts in mid-March, relying on some parts inventory to barely support until last week. Recently, there were outbreaks in Shanghai, Jiangsu and other places, and many partners were unable to supply goods, so they had to suspend production. This situation is not our only one, many manufacturers have suspended production. We are as anxious as everyone else and hope that the epidemic will be over as soon as possible.

GAC GROUP said, "if the closure of the epidemic in Shanghai and Changchun continues and the inventory of spare parts is not available, there may be a risk of shutdown. At present, spare parts are in a state of consumption, and the company continues to track local progress. Once logistics and production resume, we will replenish the inventory in time. "

From 0 to 24:00 on April 13, 31 provinces (autonomous regions, municipalities directly under the Central Government) and Xinjiang production and Construction Corps reported 2999 new local cases, including 2573 in Shanghai and 2573 in Jilin, according to the National Health Commission. There were 26318 new cases of asymptomatic local infection, including 25146 in Shanghai and 674 in Jilin. According to the provincial production data released by the National Bureau of Statistics, Shanghai and Jilin each account for about 11% of national production, and some enterprises in Shanghai are operating at full capacity, so the production and marketing of passenger cars in the core areas will be greatly affected in April. In the face of the recurrence of the epidemic, the decline in annual sales in China's automobile market in 2022 has become a foregone conclusion.

Retail sales of narrow passenger cars fell 10.5 per cent to 1.579 million in March from a year earlier, and cumulative retail sales of narrow passenger cars fell 4.5 per cent to 4.915 million in the first quarter, according to the latest data from the Federation of passengers. Due to the "overall stillness" in Shanghai, Changchun, Shenyang and other cities, car sales in their cities all fell sharply, including FAW-Volkswagen by 40.2%, SAIC-Volkswagen by 34.5%, SAIC-GM Wuling by 17.8%, SAIC-GM by 40.5% and Dongfeng Nissan by 33.5%. According to the analysis of the Federation of passengers, the consumption power has weakened under the influence of the epidemic, and retail sales in the car market in April are expected to be much lower than those in March.

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