Companies in Shanghai are resuming work and production in an orderly manner.

The latest news shows that after a three-week shutdown, the $Tesla (TSLA.US)$ Shanghai Gigafactory officially resumed production on April 19. Tesla said that there is still about a week of inventory of vehicle parts, and is currently actively promoting more than 100 suppliers to resume work and production with the support of relevant government departments, and to smooth the logistics chain.

As of the press release of the brokerage Chinese reporter, Tesla’s US stock price rose 2.93%, and the latest market value was 1.07 trillion US dollars.

It is understood that the Tesla Shanghai factory is Tesla’s second overseas super factory, mainly producing Model 3 and Model Y. In 2021, Tesla’s Shanghai plant delivered 484,000 vehicles, a year-on-year increase of 235%, accounting for 51.7% of Tesla’s total global deliveries.

On April 16, the Shanghai Municipal Information Commission issued the “Guidelines for the Prevention and Control of Epidemic Prevention and Control of Industrial Enterprises Resuming Work and Production in Shanghai (First Edition)”, which requires that under the premise of ensuring that risks are controllable, the resumption of work and production of enterprises should be vigorously, orderly and effectively promoted to ensure The industrial chain and supply chain are safe and stable. On the same day, the first “white list” of 666 key enterprises was exposed, including SAIC Volkswagen Co., Ltd., SAIC Lingang Passenger Car Factory, Tesla (Shanghai) Co., Ltd., etc., involving integrated circuits, automobile manufacturing, equipment manufacturing, key industries such as biomedicine.

Tesla Shanghai Gigafactory officially resumes work, which will promote more than 100 suppliers to resume work collaboratively

According to Kankan news reports, Tesla’s Shanghai Gigafactory has 8,000 employees and officially resumed work and production on April 19. The battery motor module began to run at full speed that morning, and the assembly of the whole vehicle was gradually resumed.

Song Gang, senior director of manufacturing at Tesla’s Gigafactory, said in an interview, “We will gradually ramp up our production capacity in the next three or four days to the level of full production in a single shift.”

Tesla said that there is still about a week’s worth of inventory for vehicle parts. Currently, with the support of relevant state departments, as well as the Shanghai Municipal Commission of Economy and Information Technology, the Lingang Management Committee and other departments, more than 100 suppliers are actively promoting the resumption of work and resumption of work. production, and smooth the logistics chain.

At present, all employees in Tesla’s factory area implement early antigen and late nucleic acid testing requirements, and the production office area is disinfected every day, and epidemic prevention work is strictly carried out to ensure safe production.

On the evening of the 19th, Tao Lin, Tesla’s vice president of external affairs, posted on Weibo, “Thank you for all your care and support, and report to everyone: Tesla’s Shanghai Gigafactory resumed work smoothly today.”

It is understood that the Tesla Shanghai factory is Tesla’s second overseas super factory, mainly producing Model 3 and Model Y. Data show that in 2021, Tesla Shanghai factory delivered 484,000 vehicles, a year-on-year increase of 235%, accounting for 51.7% of Tesla’s total global deliveries.

The latest data shows that in the first quarter of 2022, Tesla produced a total of 305,400 vehicles worldwide and delivered 310,000 vehicles. Model S and Model X models produced 14,218 units with 14,724 deliveries; Model 3 and Model Y produced 291,200 units with 295,300 deliveries.

More than 200 auto companies will take the lead in resuming work and production

Among the first batch of 666 key enterprises “white list” issued by Shanghai recently, there are more than 240 enterprises related to the automobile industry. These include SAIC Volkswagen Co., Ltd., SAIC Lingang Passenger Car Factory, SAIC General Motors Co., Ltd., Tesla (Shanghai) Co., Ltd. and many other vehicle manufacturers located in Shanghai. At the same time, Baoshan Iron and Steel, Denso, ZF, Valeo, Faurecia, Fuyao Glass, Cosma and other automotive upstream and downstream industry chain and parts companies have also entered the “white list of the first batch of key enterprises to resume work and production.” “middle.

On April 19, SAIC Motor’s Lingang Passenger Vehicle Plant completed the first vehicle off the assembly line under the stress test of resumption of work and production this week. SAIC Motor Group said that in terms of supply chain and logistics guarantees, which are very challenging for resumption of work and production, it has arranged nearly 400 suppliers, and conducted a comprehensive survey of suppliers’ production capacity, inventory, raw materials, etc. Pay close attention to the personnel dynamics and production situation of lower-level suppliers, and assist and support lower-level suppliers as much as possible in speeding up the process and resuming epidemic prevention and production. At the same time, SAIC Motor is also connecting with relevant government departments, striving to open up green channels for cross-province and city traffic as soon as possible. .

Capital Securities pointed out that Shanghai and the Yangtze River Delta region (Jiangsu, Zhejiang, Shanghai and Anhui) are important bases for my country’s auto industry. In 2021, Shanghai/Yangtze River Delta auto production will account for about 11%/23% of the country. The national proportion is about 4%/37%. SAIC’s practice of resuming work and production is beneficial to the industry chain to improve its ability to respond to the epidemic.

China Merchants Securities commented that the automobile industry in Shanghai is developed, not only has the largest vehicle enterprise group in the country, but also has many parts and components enterprises. If the Shanghai area resumes work smoothly, the domestic auto industry will get through the difficult period of production in stages. In addition to the production side, the follow-up still needs to pay attention to the needs of the industry.

Wanlian Securities said that the regional epidemic has led to limited supply of the new energy vehicle industry chain, superimposed raw material prices are high, and the short-term new energy vehicle industry has been greatly affected, but the demand for new energy vehicles is still strong, and the penetration rate continues to increase. The chain resumes work and production, and the production of new energy vehicles is expected to return to the right track. It is recommended to pay attention to leading companies with leading technological innovation and obvious integrated cost advantages.

Shanghai: Steady progress in industrial resumption of work and production

At the press conference on Shanghai’s epidemic prevention and control work held on the morning of the 19th, Zhang Hongtao, chief engineer of the Shanghai Municipal Commission of Economy and Information Technology, explained how Shanghai will promote the resumption of industrial work and production.

Zhang Hongtao said that Shanghai is an important industrial base, which has a greater impact on the stability of the industrial chain and supply chain. For example, in the automotive industry chain, many regions hope that Shanghai-related supply chain supporting enterprises can supply products. In promoting the resumption of work and production, we mainly grasp two key points:

The first is to strengthen the prevention and control measures for resumption of work and production. Strict protective measures are not only responsible for the enterprise, but also for the employees. The specific content of the guidelines for epidemic prevention and control for resumption of work and production (first edition) has been released. The guidelines fully absorb the experience of closed production enterprises in preventing and controlling the epidemic over the past month, as well as the good practices of other provinces and cities. The specific content has been published on the relevant website. Due to different industries, different scales of enterprises, different venue spaces, and different levels of epidemics in the regions where they are located, each enterprise needs to formulate a targeted plan, and there are some elements that must be considered. For example, it is necessary to implement hierarchical, zonal and classified management of the factory area, to separate high-risk and low-risk areas, and to divide the same level area into small management units to reduce the flow of contacts between people in different areas; another example is to increase the frequency of personnel screening, early detection, and early disposal. ; Before returning to the factory after unsealing, a certain period of silence should be set before entering the production state to avoid cross-contact with existing production personnel; great attention should be paid to the management of the internal and external junctions of the enterprise.

Second, all parties should jointly support enterprises to resume work and production. Whether it is the government, industry organizations, territorial management departments, parks and all aspects of society, all parties must take action to support enterprises to overcome difficulties and ensure development. Enterprises should formulate “one enterprise, one plan” to coordinate epidemic prevention and control, economic development and safe production. Government departments at all levels and the society should also create conditions, not only to support each individual enterprise, but also to pay attention to enterprise groups to solve common problems. . With the progress of the resumption of work and production, the problems encountered by different industries and enterprises have both commonalities and personalities. The resumption of work and production must be dynamically adjusted according to the situation of epidemic prevention and control. Common problems mainly focus on logistics and transportation, personnel returning to work, industrial chain support, etc. For example, when personnel returning to work, some employees in key positions may be in the closed control area, and there are positive cases in the building. At present, the conditions for returning to work are not yet available. Assign other personnel to solve it; some mainframe companies can resume work, but parts supporting companies do not yet have the conditions, and logistics and warehousing also need to gradually adapt to these conditions. These problems require a lot of coordination work, and some need to find alternative solutions .

Ministry of Industry and Information Technology: Implement the “whitelist” system for supply chains in key industrial chains

On April 19th, the State Council’s logistics and security work leading group held the first meeting of the commander-in-chief (all). The meeting learned and conveyed the spirit of the important instructions and instructions of General Secretary Xi Jinping and other central leaders and the spirit of the national teleconference on ensuring the smooth flow of logistics and promoting the stability of the industrial chain and supply chain on April 18. “Tracking Guarantee and “One Case, One Coordination” Work Specification for Key Enterprises in Logistics Supply Chain” and “Several Measures to Ensure Smooth Logistics and Promote the Stability of Industrial Chain and Supply Chain”.

The meeting pointed out that doing a good job in ensuring the smooth flow of logistics is an urgent need to ensure the normal life of the people, an urgent need to promote the stability of the industrial chain and supply chain, and an urgent need to stabilize the economic fundamentals. It is necessary to further improve the political position, from the From the perspective of the overall situation and strategy, fully understand the extreme importance of doing a good job in ensuring the smooth flow of logistics.

According to the Ministry of Industry and Information Technology, on the morning of April 18, after the national teleconference on ensuring logistics flow and promoting the stability of the industrial chain and supply chain was held, the Ministry of Industry and Information Technology took immediate action to organize and convey the spirit of the meeting, demanding that “people’s livelihood must be supported, freight must be unimpeded, and industries must be To meet the work requirements of “circulation”, we will refine and implement various measures to ensure the stable and smooth supply chain of key industrial chains and the normal production and operation of enterprises.

The Ministry of Industry and Information Technology stated that it will implement the “whitelist” system for the supply chain of key industrial chains, establish a daily scheduling mechanism for leading enterprises in key industrial chains such as automobiles, integrated circuits, consumer electronics, equipment manufacturing, agricultural materials, food, and medicine, and give full play to the supply chain of the industry. Chain smooth coordination platform role, strengthen front and rear coordination, upstream and downstream connections, strengthen the linkage between ministries and provinces, to ensure the stable production of key enterprises and the smooth operation of key industrial chains. Adhere to treat all types of enterprises equally and provide support and assistance.

The Ministry of Industry and Information Technology pointed out that it is necessary to give full play to the role of the front working group, prioritize the priorities, adhere to the priority of the easy and the difficult, and actively, steadily and orderly promote the resumption of work and production of key enterprises. Expand the scope of the “white list”, guide local industrial and information technology authorities to refine the guidelines for epidemic prevention and control of industrial enterprises, organize production in accordance with “one enterprise, one policy” and “one park, one policy” to ensure smooth logistics.

This article is reprinted from: https://news.futunn.com/post/14672362?src=3&report_type=market&report_id=203463&futusource=news_headline_list
This site is for inclusion only, and the copyright belongs to the original author.