Several production lines of Tesla have been put into operation. Tesla said that with the deployment and coordination of Shanghai governments at all levels, 8,000 employees returned to the factory on April 17 and April 18, and the battery and motor workshops resumed production on the morning of June 19, and several production lines of Tesla have started to operate.
Several production lines of Tesla have been put into operation on April 1, 19. Under the unified deployment of the Ministry of Industry and Information Technology, the Shanghai Municipal Government and other relevant departments, and under the guidance of the Shanghai Municipal Disease Control Department, the Shanghai automobile industry was once again "electrified", and key enterprises including Tesla resumed work and production in an orderly manner, which once again injected impetus into the gradual recovery of China's automobile industry chain.
A few days ago, we learned from Tesla that 8,000 employees of Tesla returned to the factory on April 17 and April 18, and the battery and motor workshop resumed production on the morning of June 19. At present, many assembly lines have been running efficiently.
Among them, Tesla Phase II Vehicle Workshop is the most efficient automatic vehicle production line at present.
Tesla said that it will gradually increase production capacity in the next 3 or 4 days until the overall single shift is full.
Of course, Tesla also put epidemic prevention work in the first place. It is understood that Tesla has formulated epidemic prevention policies in strict accordance with the Shanghai Municipal Government's guidelines on epidemic prevention, and the Shanghai Municipal Disease Control Department has guided and refined them one by one. After repeated deliberation and demonstration, the double detection of "early antigen and late nucleic acid" is ensured, and the production office area is strictly disinfected every day, so that the epidemic prevention work is implemented and refined.
It is reported that in synchronization with Tesla's resumption of work, many Tesla parts suppliers in Shanghai have also started to resume work, becoming the region with the largest proportion of Tesla supplier partners.
At the same time, Tesla suppliers located in Zhejiang Province also actively cooperated under the guidance of the government to ensure production, open up logistics and support Tesla automobile manufacturing. At present, many suppliers in Jiangsu province are still in a state of suspension, and transportation is difficult. At present, the Ministry of Industry and Information Technology, Jiangsu Province and Suzhou City are also actively coordinating the supply chain restoration work. With the support of relevant departments, Tesla has many suppliers actively promoting the resumption of production.
Several production lines of Tesla have been running for two weeks. After three weeks of work stoppage, Tesla Giga Shanghai officially resumed work on April 19. Tesla said that with the help of relevant departments, it is actively promoting more than 100 parts manufacturers to resume production and smooth logistics.
The reporter confirmed the news of returning to work to Tesla. "With the deployment and coordination of Shanghai governments at all levels, 8,000 employees returned to the factory on April 17 and April 18, and the battery and motor workshops resumed production on the morning of June 19. At present, many assembly lines have been running efficiently. " Tesla told the e company reporter.
Double detection of "early antigen and late nucleic acid"
According to Tesla, the resumption of work put epidemic prevention work in the first place. Tesla formulated epidemic prevention policies in strict accordance with the Shanghai Municipal Government's guidelines on epidemic prevention, which were refined one by one by the Shanghai Municipal Disease Control Department. After repeated deliberation and demonstration, the double detection of "early antigen and late nucleic acid" is ensured, and the production office area is strictly disinfected every day.
It is understood that the Management Committee of Lingang New Area has set up a special work class, defined the division of tasks and responsibilities, and established a close working docking mechanism with functional departments such as Pudong New Area and Fengxian District, relevant towns and Tesla suppliers. Tesla strictly implements the main responsibility of enterprise epidemic prevention and control, ensuring that "the prevention and control mechanism is in place, the material guarantee is in place, the personnel investigation is in place, the risk isolation is in place, and the internal management is in place".
At present, 8,000 employees of Tesla have returned to the factory one after another, and several assembly lines have been put into operation. Among them, Tesla Phase II vehicle workshop is the most efficient automatic vehicle production line at present. Song Gang, senior manufacturing director of Tesla Super Factory, said: "We will gradually increase production capacity in the next 3 or 4 days until the overall single shift is full."
Affected by the epidemic situation in Shanghai and other places, the automobile supply chain in China has been hit. Since March, many auto companies have announced the suspension of production. Tesla Super Factory, located in Shanghai Lingang Free Trade Zone, had stopped production twice before due to epidemic control, including March 16 and March 17 for two consecutive days. From March 28th, Tesla suspended the production activities of Shanghai Super Factory. With the escalation of epidemic control, Shanghai Super Factory cancelled the production plan originally scheduled for April 1.
During the suspension of Tesla's production, the news of the factory's resumption of production continued to spread. Earlier, it was reported in the market that Tesla Giga Shanghai would not be able to resume work until May 15. However, relevant persons of Tesla China made it clear that the above rumors were false news. Tesla always adheres to the main responsibility of epidemic prevention and arranges work according to the government's epidemic prevention policy at any time.
Promote more than 100 suppliers to work together.
"In synchronization with Tesla's resumption of work, many Tesla parts suppliers in Shanghai have also started to resume work, becoming the region with the largest proportion of Tesla supplier partners." According to Song Gang, Tesla suppliers in Zhejiang Province also actively cooperated under the guidance of the government to ensure production, open up logistics and support Tesla's vehicle manufacturing.
"At present, many suppliers in Jiangsu Province are still in a state of suspension of production and transportation is difficult. At present, the relevant departments of the Ministry of Industry and Information Technology, Jiangsu Province and Suzhou City are also actively coordinating the supply chain recovery work. " Song Gang said that with the support of relevant departments, many suppliers of Tesla have actively promoted the resumption of work and production.
At present, Tesla is still strengthening the coordination of the industrial chain and supply chain, and simultaneously promoting the suppliers in the Yangtze River Delta, especially in Shanghai, to resume production at the same time, so as to ensure continuous production once construction starts. Tesla said that there is still a week's inventory of vehicle parts, and with the support of relevant state departments, Shanghai Economic and Information Committee and Lingang Management Committee, it is actively promoting more than 100 suppliers to resume production.
Recently, Shanghai released the first batch of "white list" of 666 key enterprises, with more than 240 enterprises related to the automobile industry. These include SAIC Volkswagen Automobile Co., Ltd., SAIC Lingang Passenger Car Factory, SAIC General Motors Co., Ltd., Tesla (Shanghai) Co., Ltd. and many other vehicle manufacturers in Shanghai. At the same time, Baosteel, Denso, ZF, Valeo, Faurecia, Fuyao Glass, Kasma and other automobile upstream and downstream industrial chains and parts enterprises have also entered the "white list" of the first batch of key enterprises to resume production.
When will the production capacity return to normal?
According to the statistics of the Association, the cumulative sales volume of Tesla China in the first quarter of this year exceeded 6.5438+0.8 million, reaching 6.5438+0.82 million, of which the wholesale sales volume of Tesla China reached 65.8 million in March, up 85% year-on-year. According to Tesla's data, in the first quarter of this year, Tesla sold more than 365,438+00,000 vehicles worldwide. In other words, the sales volume of Tesla's Shanghai factory accounts for nearly 60% of the world.
Tesla China official website shows that the delivery cycle of each version of Model Y ranges from 10 to 20 weeks, and that of Model 3 ranges from 16 to 24 weeks, among which the delivery cycle of Model 3 rear-wheel drive version is as long as 20 to 24 weeks.
For this resumption of work, some media reported that 8,000 employees of Tesla have returned to the factory one after another. According to the plan, under the closed production organization of single-shift workers, Tesla will reach about 65,438+0,000 vehicles/day.
"In a normal month, Tesla can have about 2,000 cars off the assembly line every day. According to the data of 65,438+0,000 vehicles per day, Tesla's production capacity has recovered by 50%. " Zhang Xiang, Dean of New Energy Automobile Technology Research Institute of Jiangxi New Energy Technology Vocational College, said in an interview with E Company that the complete operation of Tesla Giga Shanghai is related to three aspects: materials, logistics and personnel. "To reach a certain production scale, it may still be May, and to reach the normal production level, it may be June."
Several assembly lines of Tesla have already started running. Shanghai automobile industry pressed the restart button.
Tesla started construction in Shanghai
As an important automobile enterprise in Shanghai, Tesla Shanghai Factory has been listed in Shanghai's Work Plan for Running Key Enterprises (Trial) and the first batch of 666 key enterprises "white list". Enterprises can resume work and production as early as April 18.
Since March 28th, Tesla's Shanghai factory has stopped production for 22 days, which is the longest time since the factory was completed and put into production.
Prior to this, due to chip shortage and production line maintenance, Tesla Shanghai factory was shut down on March 16 and 17.
However, it is the first time to stop production for 3 weeks. Tesla said that there is still about a week of vehicle parts inventory.
As Tesla's first super factory overseas, the Shanghai factory on the east bank of Huangpu River is very important to Tesla.
According to the report, 8,000 employees have arrived. Although it has resumed work, it will take some time for the factory's production capacity to return to its previous level.
At the beginning of the resumption of work, the usual two-shift system in Shanghai factory was cancelled and only one shift system could be implemented.
Tesla said that it plans to increase production capacity within three or four days and gradually return to the full production level of a single shift.
Up to now, Tesla's US share price has risen by 2.38%, with the latest market value of 1.06 trillion US dollars.
For a long time, Tesla's Shanghai factory mainly produces Model 3 and Model Y, both of which will be exported to the Asia-Pacific and European markets.
In 202 1 year alone, Tesla China delivered 484,000 vehicles, up 235% year-on-year.
It is worth mentioning that Tesla 202 1 delivered 936,000 vehicles worldwide, with Shanghai factories accounting for more than half (5 1.7%).
Tesla said, "Thanks to the high intelligence, digitalization and localization rate of parts as high as 86%, the production capacity of Shanghai Super Factory has been further improved at 202 1. In the third quarter of 20021,the quarterly output of Shanghai Superfactory Model3 and Model Y also surpassed that of fremont, California for the first time. 」
Therefore, as Tesla's factory with the highest production capacity at present, the resumption of production of Shanghai Super Factory plays a key role in Tesla's global delivery.
According to the data released earlier by China Passenger Car Association, the cumulative sales volume of Tesla Shanghai factory in the first quarter was 6,543,800+0,820, of which the sales volume in March reached 65,800, up 85% year-on-year.
According to Tesla's Q 1 quarter production forecast in 2022, based on the production capacity of 2 100 vehicles per day, stopping production for 22 days is equivalent to Tesla producing less than 40,000 electric vehicles.
In fact, the current resumption time is earlier than market expectations.
JL Warren Capital, an American research company, has predicted that Tesla's Shanghai factory will not officially resume work until at least the beginning of May, and the lost production capacity will be as high as 84,000 units.
It is one thing for Tesla China to return to work, but the supply of spare parts still depends on the surrounding factories. Let's just say that the localization rate of Shanghai factory parts is 90%.
Workers sleep on the floor, and 400 yuan subsidies are determined by rank.
However, the fact that 8,000 employees have returned to work is not as simple as it sounds.
Bloomberg said that employees who return to work are forced to work in a "closed-loop system". Simply put, food and shelter are in the company.
In addition, according to an internal Tesla memo obtained by Bloomberg, it is mentioned that "because there are not enough dormitories, workers can only sleep on the floor of the factory".
At present, many places in China are under blockade control. The resumption of work at the Tesla factory has also steadily advanced in this environment.
Previously, Tesla's factory in Shanghai had been shut down for several weeks due to epidemic control. However, the director hopes to resume production as soon as possible. At the same time, investors are also worried that Tesla will not be able to complete the established production plan this year.
The pressure can be said to be quite great.
However, from the perspective of manpower, it is not easy to resume work under strict control.
According to the internal memo of Tesla obtained by Bloomberg, it is also mentioned that "Tesla will provide shower conditions, three meals a day, a subsidy of 63 US dollars (400 yuan RMB) per day, and entertainment facilities under construction".
A person familiar with the matter said that the actual amount of the allowance will also be determined according to the position and level.
In addition, only employees in low-risk areas can return to work. About 400 employees have returned to the factory.
Before stopping production, these factories could produce about 265,438+000 cars a day, using an 8-hour shift system.
According to Bloomberg News, Tesla changed its employees to work 12 hours a day, six days a week and only one day off.
The epidemic has dealt a great blow to China's economy, not to mention the automobile industry. This has greatly affected the integrity of the global automobile supply chain.