If oil is the blood of industry, then at the special moment of pneumonia, masks have become more important strategic materials than oil. At present, masks are the blood of China's economy.
No car, no mask.
Car companies are "not doing business"
"Masks beat pork and became the most sought-after new year goods in the Spring Festival."
At the time of the COVID-19 epidemic, the supply of masks in markets all over the country was in short supply, but there was also a problem that bothered many netizens: China is a big manufacturing country, and it is also accelerating mass production during the Spring Festival. Why are masks still not enough?
As early as the 8th, the official micro @ Gong Xinwei newspaper of the Ministry of Industry and Information Technology forwarded an interview with Liu Jingzhen, the chairman of China Pharmaceutical Group, by CCTV, and responded to the problem that "masks are not enough" that everyone is very concerned about.
Liu Jingzhen said that the demand gap for masks has suddenly increased recently, and masks seem to be simple in workmanship, but in fact the production process is very complicated.
"For example, the steel ring with the nose in the middle is not produced by the mask factory itself, but by the upstream manufacturer; For example, the rope that hooks the ear also needs other cooperative manufacturers to support production, which is equivalent to a chain. "
In fact, the production speed of masks in China is very fast, and each mask only takes 0.5 seconds. However, after the mask is produced, it will go through a process of analysis and disinfection, which usually takes 7 days to half a month. "That is to say, the masks produced overtime on New Year's Day may just be listed today!" Liu Jingzhen said.
Inside Tesla Shanghai Factory (Source: electrek)
When masks become scarce resources, returning to work is a big test for car companies.
According to auto business review, GAC * * * 1 1 10,000 workers need 200,000 masks every day; BYD Group has 220,000 people to resume production and needs nearly 500,000 masks. SAIC-GM-Wuling * * * has 25,000 employees and needs about 50,000 masks based on two per person per day.
It is obviously not an easy task to meet the needs of employees for masks and maintain them through a large number of purchases. But if it is too late to start construction, the enterprise will suffer huge losses.
Li Bin, founder of Weilai Automobile, said that during the epidemic, the safety of employees and users is our top priority. Feng Xingya, general manager of Guangzhou Automobile Group, said: "The country is in urgent need of masks, and Guangzhou is also in urgent need of masks. Guangzhou Automobile can't wait and must do its best to contribute and act. "
Under such circumstances, as a traditional manufacturer, car companies can only go to the "battlefield."
"3 days for drawings, 7 days for equipment, and 0/0 day for products!" On February 9th, Zhao Changjiang, general manager of BYD Auto Sales Co., Ltd. announced in Weibo that BYD would assist in the production of masks and disinfectant.
BYD Electronics, the ninth division of its business group, not only has its own factory and medical device system certification, but also acts as a long-term agent for the production of medical device products.
Online dissemination of BYD mask product manual
"BYD Mask" is expected to be put into trial production on February 12, mass production on February 17, and reach the planned production capacity of 5 million masks/day by the end of February. BYD also said that the first batch of materials in short supply will be donated to specific groups, such as buses, taxis, online car drivers, volunteers, airports and flight attendants. Follow-up will be combined with the situation, external parity supply.
In addition to BYD, SAIC-GM-Wuling also said on February 6 that it would cooperate with upstream suppliers to produce masks by rebuilding the production line. According to the project construction plan, the professional mask production equipment will arrive on February 26th, and the workshop will be completed and put into use before the end of February. It is estimated that the daily output will reach 6.5438+0.7 million.
Masks produced by SAIC-GM-Wuling (Source: Wuling Automobile)
In addition, on February 8, Guangzhou Automobile Group also indicated that it is studying and building a mask production line, which will be handed over to the Guangzhou Automobile Group Parts Business Headquarters for promotion.
If these three car companies produce masks as scheduled, according to their production capacity, it is not a problem to produce100000 masks every day, which will largely solve the current emergency situation of masks and ensure the normal production work.
The shadow of global car companies
"Without China, we can't produce"
"It seems that time has stopped. In the past two weeks, sales, production and supply chain have stopped. "
Hakan Samuelson, CEO of Volvo, was helpless when talking about the current situation of China market. He said that due to the influence of novel coronavirus, Volvo's sales, production and delivery in China are expected to lose at least two weeks.
According to the Economic Observer, Beijing Benz recently sent a letter to the Tianjin Municipal Government and wuqing district, requesting special permission for its 19 spare parts supplier in Wuqing, Tianjin to resume work ahead of schedule. According to the letter, if you can't return to work in February 10, your daily loss will be as high as 400 million yuan.
Not only Volvo and Mercedes-Benz, but also global car companies are shrouded in the shadow of the epidemic.
According to the Nikkei News, two production lines of Nissan's Kyushu Island factory will stop production on February 14, and another production line of the factory, which mainly produces export cars, will also stop production on February 17.
Due to the shortage of spare parts in China, the company's automobile production will be affected on Friday and February 17. The factory has an annual production capacity of 530 thousand vehicles, the best-selling car in America, Rogue? SUV？ Cross-border also started from here.
According to Reuters, Hyundai Motor announced that most of its factories in South Korea will stop production from February 7 due to the shortage of wiring harnesses for parts purchased in China on a large scale. Hyundai has also become the first car company in the world to suspend production outside China due to the China epidemic.
On February 6, FCA CEO Mike? Manley also said that if parts from China do not arrive in the next two to four weeks, FCA may be forced to close a European factory.
In the latest report, the Automotive Research Center of the University of Duisburg Essen in Germany predicted that German car companies would lose at least 72 million euros (about 548 million yuan) every day due to factory shutdown. If one fifth of China is isolated due to the epidemic, German car companies will lose 2.5 billion euros (about 65.438+09.044 billion yuan) in February.
Hyundai Factory (Source: new york Times)
Perhaps by this time, the whole world has realized the importance of China.
Wuhan, one of the four passenger car bases in China, is the city with the most complete car series in the national automobile industry, which brings together five car series from the United States, Japan, France, Britain and China. In 20 19, the automobile production in Hubei reached 2.24 million, accounting for 8.8% of the whole country.
In addition, Hubei is also an important automobile parts production base. According to statistics, there are more than 654.38+0000000 automobile and parts enterprises registered in Hubei * * * 654.38+0700, including 654.38+09 listed companies.
The global automobile supply chain is highly dependent on the China market. At present, there are more than 65,438+million local auto parts enterprises in China, and more than 80% of global auto parts are related to China manufacturing.
Honda's joint venture factory in Wuhan (Source: KYODONEWS)
Webasto, which owns more than 60 patents on skylights, currently has a market share of over 65% in the field of automobile skylights, and its largest production base in the world is located in Wuhan, the epidemic center.
It is understood that seven employees of the company have been infected. Therefore, the headquarters of Webasto will remain closed until February 1 1, and employees will switch to work from home as much as possible. Up to now, the resumption time of its Wuhan factory has not disclosed detailed information.
At present, the epidemic situation is still in an incalculable stage, and there are still many uncertainties about the specific resumption time of factories in various parts of China. Earlier, BYD told Entrepreneurship that the epidemic did have an impact on the company, but it could still be overcome.
For example, there is a large shortage of epidemic prevention management supplies: masks, temperature measuring gun, alcohol disinfectant and 84 disinfectant are all difficult to purchase. At the same time, distribution logistics is greatly affected by traffic control.
On the supplier side, Hubei suppliers need to debug the internal equipment in the hotel isolation 14 days, which affects the production progress. Suppliers in Hubei, Zhejiang and other places failed to start work and could not supply normally.
In Hong Kong, some ports are closed, fearing that the import and export of some raw materials will be affected, which will affect the normal operation of production and factory workshops on a large scale. In addition, BYD also said that its main core components are self-made, which has a certain impact on the whole, but it can be overcome.
Develop a car mask
Car companies' "war epidemic" counterattack
When you grab masks, you should first give 1 100 million yuan to help Wuhan Geely, ready to take the initiative.
On February 4th, Geely Automobile announced an initial investment of 370 million yuan to start the research and development of "all-round health car" with anti-virus function.
"Attack the first real N95-class vehicle purification technology in China, strive to reach the mass production standard in 20 days, take the lead in loading it on 150 Cargill vehicles, and put it into the anti-epidemic front line!" Geely even set a "military order" for himself.
Geely's Cao Cao Travel Driver (Source: Cao Cao Travel)
It is understood that the "all-around health car" not only has the function of isolating harmful substances in the outside air and purifying the air inside the car quickly and efficiently, but also will focus on breaking through the virus prevention function and technology in the car to effectively inhibit and reduce the harm of the virus to the human body.
At the same time, all the materials in the car are not only environmentally friendly and low-emission, but also have the ability to inhibit bacteria or surface sterilization by adding bacteriostatic and antibacterial substances, thus achieving more practical "all-round health".
Also put forward the concept of healthy car, and T3 travel.
The driver is disinfecting the vehicle (Source: T3 trip)
T3 Travel, initiated by FAW, Dongfeng and Chang 'an, and jointly built by Suning, Tencent and Alibaba, recently announced that the prevention and control standards and models of its Wuhan special team will be gradually pushed to all operating cities in China, and the "T3 Travel Health Car" will be launched.
It is reported that at the beginning of the outbreak, T3 set up the Wuhan Special Command immediately, and equipped drivers with a full set of compliant protective equipment and disinfection equipment such as protective clothing, disposable medical gloves, goggles, masks, disinfectants and medical disinfection tablets.
These include: vehicle-mounted terminal: disinfection and ventilation of the whole vehicle, driver terminal: all-round driver protection, and platform terminal: full-time travel monitoring.
It is also known that T3 Travel will also cooperate with well-known domestic scientific research institutions to develop and test the in-vehicle atomization disinfection module. After passing the test, the module will be applied to every T3 travel vehicle.
In addition, GAC Chuanqi recently proposed to develop a "healthy car", which will increase the anti-pollution and anti-fouling requirements of seat fabrics, and models equipped with anti-allergy, antibacterial and anti-virus technologies in the car are also under development.
Write it at the end
On February 10, the founder of Xpeng Motors wrote: "This passage is very relevant to our current situation: Heaven will be sent to Sri Lanka, and it must first suffer from its mind, work hard, starve its body, empty its body and act indiscriminately, so its perseverance will benefit it."
Come on, made in China!
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.