AutoBeta(AutoBeta.net)05/09 Report--

The Shanghai automobile industry is speeding up the resumption of work and production. According to China Business report on May 8, Tesla Shanghai Super Factory is expected to return to production capacity in mid-May. Tesla is expected to increase production capacity to pre-epidemic levels around mid-May, but so far no specific production targets have been disclosed. In this regard, Tao Lin, vice president of foreign affairs of Tesla, said: "We are full of confidence in China's development and believe that the epidemic is only a short test and challenge. We have also seen the ability of all walks of life to cope with challenges from the process of resuming work. It is believed that (production) will return to normal soon." Tao Lin said that the automobile is a very long industry chain, Tesla to return to work means that many suppliers also have to return to work, in order to ensure the stability and sustainability of Tesla production.

Affected by the epidemic, Tesla's Shanghai factory has been shut down since March, and according to Tesla's financial report last month, Tesla's Shanghai super factory lost about one month's production (about 50, 000 vehicles) due to COVID-19 's epidemic. On April 19th, Tao Lin, vice president of foreign affairs of Tesla, announced that Tesla's Shanghai factory would resume production. Tesla has taken 10, 000 vehicles off the line as of April 30, but is still in the stage of gradual climbing, the deputy governor of Shanghai's Pudong New area said at a news conference on epidemic prevention and control in Shanghai on May 6. Separately, according to an internal memo from Tesla, Tesla plans to operate two shifts at the Shanghai factory from May 16, producing 2600 electric vehicles a day, Reuters reported. Before the epidemic, Tesla's Shanghai factory worked three shifts, producing about 2100 cars a day. The automobile industry pays attention to the official website of Tesla. At present, it will take at least 6 months to order Tesla to pick up the car.

Zhang Hongtao, chief engineer of the Shanghai Municipal Economic Informatization Commission, said on May 5 that there were more than 1800 key enterprises in the city, with a resumption rate of more than 70%, of which the first batch of more than 660 key enterprises had a resumption rate of more than 90%. Key industrial chains such as automobiles and integrated circuits continue to recover and increase production capacity, and leading enterprises continue to maintain stable production. As of April 28, the resumption rate of complete vehicle and spare parts enterprises in the Shanghai automobile manufacturing industry has reached 77%, and that of integrated circuit design, manufacturing, closed testing and other related enterprises has reached 91%. The 50 key enterprises monitored in Jilin Province have a resumption rate of 98%. Up to now, complete vehicle enterprises, including SAIC and Tesla, have gone offline and their production capacity has gradually rebounded; spare parts manufacturers such as Skyford and Amboft are also resuming work one after another, coordinating suppliers and logistics companies to ensure that raw materials enter the plant and maintain production; the application for resumption of work submitted by on Semiconductor Company has been approved, and the corresponding epidemic prevention requirements are being implemented to prepare for resumption of work. In addition, Shanghai is the main chip supplier, and the chip industry accounts for 1/4 of the country's scale and gathers more than 700 key enterprises in the industry. at present, a number of integrated circuit companies, such as SMIC, SMIC, and Shengmei Shanghai, are on the "whitelist" of resuming production. Wang Xianbin, director of the Geshi Automotive Research Institute, said: after the barriers to logistics and parts supply are cleared, it is expected that the automobile industry will improve in mid-May.

According to data from the Federation of passengers, preliminary statistics show that retail sales in the national passenger car market in April were 1.052 million, down 35 percent from the previous year and 33 percent from the previous month. In April, the national passenger car manufacturers wholesale 903000 vehicles, down 46 percent from the previous year and 50 percent from the previous month.

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