All industries have been affected by the novel coronavirus epidemic, and so has the automobile industry. Basically, most automobile manufacturers and dealer groups, including the new forces of building cars, have announced the postponement of construction. As the hardest hit area of this epidemic, Hubei Province has not only many automobile manufacturers, but also a number of spare parts enterprises including top suppliers. Now this state of delay in returning to work has made the automobile industry, which is already in the "cold winter", worse again.
Pressure from manufacturers
Hubei Province is the fourth largest automobile production province after Guangdong, Jilin and Shanghai. Relevant data show that in 20 19, 2,247,500 automobiles were produced in Hubei province, accounting for nearly 10% of the total automobile production in China. According to incomplete statistics, there are more than 9 passenger car manufacturers in Wuhan alone.
Wuhan: Dongfeng Ying finidi? , Dongfeng Motor, Dongfeng Nissan, Shenlong Automobile, Dongfeng Honda (3 factories), Dongfeng Renault, SAIC General Motors Co., Ltd. Wuhan Branch, Geely Lotus (under construction) and Geely Wuhan Branch (under construction).
Xiangyang: Shenlong Automobile Xiangyang Factory and Dongfeng Nissan Xiangyang Factory.
Shiyan: Dongfeng Commercial Vehicle? Dongfeng xiaokang
Yichang: Guangzhou Automobile Chuanqi Yichang Factory
At present, basically all automobile manufacturers in Hubei Province have announced the postponement of construction. On February 1 day, Shenlong Automobile announced that the company would officially resume work no earlier than 24: 00 on February 13. On February 2nd, Dongfeng Commercial Vehicle issued an urgent notice saying that the working hours scheduled for February 3rd (Shiyan area) and February 4th (Wuhan area) were postponed. In addition to local car companies in Wuhan, there are also car companies that set up factories in Wuhan, and SAIC-GM is one of them.
The next question will follow. Car companies account for a large proportion of fixed assets. Once production and sales are stopped, car companies will bear a large fixed cost. The first thing we face is the payment of workers' wages. Online registration information shows that there are not a few factories with more than 10,000 people in Hubei. If we undertake it for a long time, the wages of this large number of workers will become a problem.
Secondly, production capacity. The three major production plants of Dongfeng Honda are located in Wuhan, with an annual production capacity of about 632,000 vehicles and about 1.25 million employees, producing Civic, CR-V, INSPIRE, Ailishen and other models. All three factories stop production, which will definitely have a greater impact on production and sales. And 20 19, the unsatisfactory Shenlong company, undoubtedly added another layer of pressure. Its headquarters is located in Wuhan Economic and Technological Development Zone. In Wuhan, there is a Wuhan factory (including three complete passenger car manufacturing units); In Xiangyang, there is a Xiangyang factory.
Fight? Reduce pressure
Hubei province alone has such a great influence on the automobile industry. If the epidemic lasts for a long time and affects the automobile market in the second quarter, the new product launch plans of most automobile companies in the first half of the year are likely to be postponed. Auto parts made in China have also become an important part of the global parts system, and this short-term shutdown is likely to affect the supply of parts in the global market.
On Tuesday, Hyundai Motor Group, South Korea's largest automobile manufacturer, announced that it would completely stop production this week because the supply of parts made in China was interrupted due to the novel coronavirus outbreak.
At present, it will take some time for the automobile industry to return to a normal and stable state. After the epidemic is over, the corresponding policies to promote growth are bound to increase. The automobile industry, which plays an important role in the domestic market, is bound to be one of the priority beneficiaries.
At present, some manufacturers are reducing the pressure on their dealers. Volvo has announced that in order to reduce the pressure on dealers to face the epidemic, it decided not to set sales targets in February, and directly paid personnel subsidies to dealers' employees, with an estimated total amount exceeding10 million yuan. In addition, during the epidemic, some dealers have adopted the state of online office, and users only need to buy cars in special periods.
At present, the extra production stoppage days are mostly within 15 days, which will not have much impact on the already formed pattern of China automobiles, and manufacturers are fully capable of subsidizing production. After the epidemic has passed, there will inevitably be policy promotion. When purchasing power gradually recovers, it is only a matter of time before China auto market returns to the right track.
People all over the country are supporting Wuhan and Hubei in different ways, and Dongfeng Motor Group Co., Ltd., which is in the epidemic area and the hardest hit, is also doing its part. 65438+1On October 27th, the company announced an additional donation of 26 million yuan. This is the second donation after100000 yuan was donated to Wuhan Charity Federation on October 23rd. Zhu Yanfeng, chairman and party secretary of Dongfeng Company, who lives in Changchun, did not leave Wuhan and personally took command of the town.
It is said that the epidemic is not terrible, and the people of the whole country, including the most severely affected car companies, are supporting it in their own way. The epidemic will only slow down the pace of the automobile market and will not change the development path. Pay tribute to those car companies that are still contributing to the anti-epidemic war under pressure!
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.