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According to several media reports, three SAIC-Volkswagen Anting plants have been arranged to stop production. The specific time is that, starting from July 1, three factories will stop production together in the first week. Starting from the second week of July 1, the three factories resumed production alternately. The impact is expected to take about two weeks. The shutdown covers not only the three factories in Anting, but also Changsha, Ningbo and Nanjing.

It is understood that with regard to the plant shutdown and other issues, a relevant person in charge of SAIC-Volkswagen said that the plant shutdown is a routine annual equipment maintenance. Some insiders said that this is a high-temperature holiday for enterprises, which can be found every year. There are even people familiar with the matter said that the shutdown is not a regular "high-temperature vacation", is simply a suspension of production.

According to people familiar with the matter, the three Anting factories that stopped production this time have a capacity of about 1000 vehicles a day. As a result, it is estimated that the shutdown is expected to affect SAIC-Volkswagen production of about 15000 vehicles in July.

In fact, it is not surprising that SAIC Volkswagen has stopped production this time. As one of the earliest joint venture brands in China, SAIC Volkswagen did perform well in the past. Data show that SAIC-Volkswagen has been the top seller in China's auto market for four years in a row.

However, in 2019, the situation has changed, and since the beginning of this year, many SAIC-Volkswagen models have seen year-on-year declines of more than double digits. Relevant data show that this June is the 10th consecutive month of negative growth of SAIC-Volkswagen.

According to KuaiBao, SAIC's production and sales in June, SAIC Volkswagen sold 154000 vehicles in June, down 13% from January to June to 919000 vehicles, a decline of 9.94%.

Some people in the industry said that this is mainly affected by the low market demand, the strong wait-and-see mood of consumers, Japanese cars grabbing market share and other factors, resulting in a decline in sales.

According to statistics, from January to June, FAW-Volkswagen rose against the market, with terminal sales of 650673 vehicles, a record high, an increase of 0.6 percent over the same period last year. Including Tan Yue, Tan GE, Bora, Suiteng and other models, have handed over a good half-year report card.

However, if you look at the sales data of SAIC-Volkswagen models in the first half of the year, it is difficult to say that the performance of all models is good. In the first quarter, including Polo, Huien, Passat, Tuan, Tuguan, Longxing and other major models, sales fell by more than double digits. Among them, Longhang's sales even fell by as much as 77.96%. It is not too much to describe SAIC-Volkswagen's performance in the first half of the year as a total rout.

But do not know that SAIC Volkswagen has a strategic problem? SAIC-Volkswagen has made efforts in the luxury car field a long time ago, launching the luxury car model Huieng. Hope to be able to challenge the BBA market, but the result is a complete failure. Although the Huien is the flagship model, most Chinese consumers only recognize the BBA brand.

Seeing that the road of high-end cars is impassable, SAIC-Volkswagen has changed its way of thinking, aiming at the recently hyped sedan car SUV, and launched the Tuang X. SAIC Volkswagen believes that Tuen X fills the market gap of the large luxury sports SUV of the domestic joint venture brand. Compared with the large SUV in the luxury brand, the product strength of Tuang X is not inferior, and has obvious price advantage. Compared with luxury brands and joint venture brand medium-sized SUV, Tuang X has a better performance in terms of size and product strength.

But it seems that there is no essential difference between this view and the launch of Huiang, and the launch of Tuang X outside Tuang can not save the declining sales of Tuang.

In addition, SAIC-Volkswagen's layout of new energy is also considered too slow. At a time when domestic traditional car companies have begun electrification transformation, SAIC-Volkswagen is currently selling only two new energy models, namely Tuguan L PHEV and Passat PHEV. But many other electric models will be planned for the next two years.

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