Nowadays, when we talk about the beautiful land of Zhong Min and Yu Xiu, we are more talking about the determination and courage to prevent and control the epidemic, and gather the responsibility and responsibility of great love. We firmly believe that this anti-epidemic action will eventually win, but due to the impact of the epidemic, local industry, economy and household consumption will inevitably be affected. According to statistics, the contribution rate of total assets of automobile industry accounts for about 15% of total industrial assets in Hubei Province. How will the sudden epidemic affect the local automobile industry? What is the situation of enterprises related to automobile industry chain under the influence of epidemic situation? Recently, Gaspar has been interviewed by many parties. The details are as follows.
General situation and layout of automobile industry in Hubei Province
As an important automobile industry base in Central China, according to relevant statistics, by the end of 20 18, there were 482 enterprises above designated size in Hubei automobile manufacturing industry, with main business income of 666.3 billion yuan and automobile output of 24 19300 vehicles, accounting for about 8.70% of the total domestic automobile output in that year, which can be described as a veritable automobile province.
Throughout Hubei Province, Wuhan, Suizhou, Huanggang, Huangshi, Xiangyang, Yichang and Shiyan are all important automobile manufacturing bases. It is understood that Hubei Province is currently building a "one corridor and one river" automobile industry map. "A Corridor" refers to the automobile corridor of a thousand miles from Wuhan to Suizhou to Xiangyang to Shiyan, and "A River" refers to the automobile industry belt of Huangshi-Jingzhou-Yichang.
As the core area of Hubei automobile industry, relevant data show that in 20 19, the local automobile industry has an overall production capacity of 3 million vehicles with an output value of 320 billion. At present, * * * has more than 500 automobile-related enterprises? . Dongfeng Group Headquarters, one of the four major automobile groups, and its subsidiaries Dongfeng Honda, Shenlong Automobile, Dongfeng Passenger Car, Dongfeng Renault and many other companies and related factories have formed a powerful vehicle industry cluster here. In addition, SAIC-GM, BYD and Geely Automobile also have factories here. In addition, four bus companies and 365,438+0 special purpose vehicle companies set up factories here. Moreover, the solid foundation of the automobile industry has attracted many top international parts companies to settle in, including Bosch, Denso, Lear, Valeo, Cummins and Faurecia. It is understood that there are nearly 100 foreign-funded parts enterprises in Dunkou Development Zone alone, forming an "international village" for auto parts.
Shiyan, as the birthplace of China No.2 Automobile Factory (later renamed as "Dongfeng Motor Company"), enjoys a long-standing reputation in the history of automobile industry. Although Dongfeng Group later moved to Wuhan, the commercial vehicle business and industrial clusters left behind have made this city a well-known commercial vehicle capital in China, including Dongfeng Commercial Vehicle, Dongfeng Xiaokang, Dongfeng Special Purpose Vehicle, Hubei Sanhuan Automobile and Hubei Universiade Automobile. Xiangyang City, which is adjacent to Shiyan, has also achieved rapid development by taking advantage of the "East Wind". At present, there are more than 500 enterprises engaged in automobile and parts manufacturing in this city, including 388 enterprises above designated size, more than 200 enterprises exceeding 100 million yuan and 4 enterprises exceeding 654.38+0 billion yuan.
Yichang, Huanggang, Huangshi (including daye city) and Suizhou have also gradually increased their investment in the automobile field in recent years. For example, the Guangzhou Automobile Passenger Car Yichang Factory with an annual output of 200,000 vehicles was completed in 20 19, and the Hubei Xinghui New Energy Smart Car Production Base with an investment of about 20.2 billion yuan in Huanggang City was also completed at the beginning of this year.
Jingzhou is the base of auto parts in the province, second only to Wuhan, and there are more than 200 auto parts enterprises such as Henglong Group.
As an epidemic-prone area, the distribution of such a dense automobile industry chain is bound to be greatly impacted, and the normal production and operation of various enterprises will be affected to a greater or lesser extent, thus affecting the overall automobile market trend.
Current situation of enterprises under the influence of epidemic situation
At present, the impact of the epidemic on automobile-related enterprises in Hubei Province is mainly manifested in the following aspects:
●? It is difficult for enterprises to return to work, and production research and development are limited.
According to the official notice of Hubei provincial government, the official working time of the enterprise is February 14. However, due to the control of the epidemic situation, whether it can start work normally and how long it will take to resume normal production and operation after the start of work have become more anxious issues for enterprises at present.
It is understood that in order to prevent the epidemic from spreading further, all cities, towns and even residential areas in Hubei strictly control the entry and exit of personnel, which brings certain difficulties to the normal return of local personnel. ? "Now many highways are closed, and private cars can't get on the road. Although working in the province is not planned in advance, there is no way to worry, so I can only work at home first! " A friend who lives in Huanggang said helplessly. Another worker who works in the automobile industry in Wuhan also said, "Public transportation has stopped, the access control in the community is very strict, and some private cars are not allowed to go on the road. Now I am worried that 14 can't go to work normally. "
For those who rework in other places, Hubei has also issued relevant notices, saying that they need to be quarantined for 14 days after arriving at the workplace, and they can rework only after they are free from infection. This also means that foreigners can't get to work on time even if they return before 14.
The direct problem caused by the difficulty of returning to work is that the production can not operate normally and the production capacity is affected to some extent. For the whole supply chain, due to the normal supply of upstream raw materials and parts and the failure of logistics control, downstream producers may be out of touch. Some enterprises will also be liable for the delay in delivery.
In addition to production, enterprise research and development has also been affected in this epidemic. A relevant person in charge of Dongfeng Motor's new energy field said in an interview with Geshi Automobile that it is difficult to ensure that all team members are in place in the initial stage, Wuhan 1/3, Hubei 1/3 and other places 1/3. "Affected by the epidemic, it is difficult for people to return to the level before the Spring Festival at least before the end of February. However, we have also begun to quantify the risks related to the epidemic, such as some test projects in the field, and are ready to entrust relevant suppliers to help implement them. " The person in charge said. In addition, the head of R&D of Intelligent Networking, a joint venture company of Dongfeng, also said that many foreign colleagues in the R&D team could not return due to the epidemic and tried their best to strengthen online communication.
On the whole, affected by the epidemic, it is difficult for many enterprises to return to normal production and operation at least in February. To this end, many enterprises temporarily formulate communication mechanisms in special periods and call on employees to carry out related work in the form of home telecommuting to ensure the orderly operation of the company.
●? Leading enterprises are under great pressure
As we all know, Dongfeng Motor Group plays an important role in the whole automobile industry in Hubei. It is understood that Dongfeng has 17 companies and factories in Hubei, so it is also the first to bear the brunt of this sudden epidemic. It is understood that Dongfeng Honda's three production plants are all in Wuhan, with an annual production capacity of about 600,000 vehicles and employees of about 1.25 million. Now that all three factories have stopped production, it will definitely have a greater impact on production and sales. 20 19, the already unsatisfactory Shenlong Company and Dongfeng Renault undoubtedly added another layer of pressure.
In terms of automobile sales, the demand for short-term car purchases at the retail end in Hubei is suppressed by the epidemic isolation, and it is expected that it will not be immediately reflected even after the daily life of residents returns to normal. The further decline of local consumption power will directly affect Dongfeng's annual performance, and will also have a certain sales impact on Volkswagen, Geely, Great Wall and other car companies with high market share in Hubei. As for foreign markets, some people said that whether consumers will panic during the epidemic and avoid buying vehicles in Hubei is also one of the possible problems.
Not only that, Dongfeng motor is also facing the eyes of competitors. Recently, some media reported that a few automobile manufacturers in North China and East China aimed at Dongfeng Co., Ltd., a subsidiary of Dongfeng Group, and openly concocted "wind suppression action" in an attempt to seize the market share of Dongfeng light vehicles.
For the above, Geshi Automobile Research Institute comprehensively pointed out that "2020 will be a heavy year for Dongfeng automobile enterprises. After two years of decline in the automobile market, the living conditions of some enterprises have been poor, and the sudden epidemic has disrupted the original plan, and most of the parts supporting enterprises are located in Hubei. So it will be greatly affected at present. However, individual enterprises have begun to coordinate factories in other provinces and cities to reduce production losses, and at the same time, they can make up for certain sales losses with good sales in other provinces and cities. In addition, the independent part of Dongfeng in the past two years has been in the process of upgrading in the past two years. Short-term difficulties will not affect the strategic goals of the group, but will go on more firmly. "
●? SMEs face more challenges.
In addition to Dongfeng and other industry giants, many small and medium-sized parts enterprises are also facing cruel tests and challenges under the influence of the epidemic. As early as last year, small and medium-sized parts enterprises were under great pressure. Due to the increasingly fierce competition in the automobile market, automobile companies are under pressure to greatly increase sales and profits, and pass the pressure on to different levels of suppliers. In this chain, small and medium-sized parts enterprises that are in the position of secondary or tertiary suppliers and have low technical threshold are under the greatest pressure. To a certain extent, these small and medium-sized parts enterprises have been at a critical juncture of life and death. Now that the epidemic has come, the development of enterprises is facing more "threats".
Geshi Automobile Research Institute believes that for parts enterprises, especially small and medium-sized parts enterprises, under the background of weak automobile market in recent two years, the epidemic will continue to aggravate the decline of short-term exports and the procurement demand of domestic automobile enterprises, and will face huge capital liquidity risks and huge survival pressure.
Jiang, secretary-general of Wuhan Automobile Industry Association, pointed out that "due to the epidemic situation, the work was postponed, and the capital chain of small and medium-sized parts enterprises was under pressure, and the living conditions were not optimistic. However, in the long run, because new models will not be listed until 2-4 years after development, parts companies mainly maintain inventory orders. With the slight decline of the automobile market, parts enterprises have changed from incremental competition to stock competition. Without innovation and upgrading, their survival will face greater challenges. "
Fight? Reduce pressure
According to the analysis of Geshi Automobile Research Institute, since the resumption time of many car companies in Hubei has not been finalized, it will have a significant impact on local production and sales in February, March and even April. It is estimated that the vehicle production in Hubei will drop by more than 40% during the epidemic period. However, the impact of this epidemic on Hubei automobile industry is systematic and needs all-round and scientific planning.
The existence of difficulties is an objective fact. At present, the local government has gradually taken relevant measures to help enterprises decompress. On February 8th, the General Office of Hubei Provincial Government issued "Responding to the novel coronavirus Epidemic? Notice on relevant policies and measures to support small and medium-sized enterprises to tide over the difficulties, 18 measures were put forward from four aspects: reducing the burden on enterprises, strengthening financial support, increasing fiscal and taxation support and increasing employment security support. Relevant local associations have also taken action. For example, Wuhan Automobile Industry Association put forward 24 suggestions in six aspects: supporting enterprises to comprehensively prevent and control epidemic situation, giving financial and tax support policies, ensuring enterprises to run smoothly, promoting the coordinated development of industrial chain, promoting enterprise transformation and upgrading, and supporting enterprise manpower improvement. It is hoped that the national automobile manufacturers will maintain strategic cooperation with Hubei automobile parts enterprises, and support Hubei automobile parts enterprises to tide over the difficulties, expand their scale and provide more competitive products and services. ”？ Secretary-General Jiang said.
A few days ago, a car company "sent charcoal in the snow". Beiqi Futian publicly stated that the delay in resuming work will not affect the share of Hubei suppliers in Futian supply system. At the same time, Foton Motor will also ensure that the purchase amount of Hubei suppliers will increase by 20% on the basis of 20 19. I believe that spring will come and you will bloom! In times of crisis, a word of encouragement and an attitude of understanding and support are particularly precious to people in deep trouble. Here, I also call on more auto companies to give some understanding and support to Hubei auto suppliers.
In addition to external assistance in decompression, it is understood that many enterprises have begun to actively plan relevant measures to minimize their own and customers' losses after the resumption of production.
Yan Lu, an analyst at the Geshi Automobile Research Institute, said: "Everything has two sides. The epidemic has a great impact on the upstream and downstream of Hubei automobile industry, which will accelerate the integration of local industries. After this epidemic, car companies in Hubei Province and other regions will begin to think about how to reduce the impact on enterprise development under the influence of force majeure factors, and at the same time explore more new business models to cope with social changes. "
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.