After more than two months of prevention and control, and now the country has been able to effectively control the epidemic. In contrast, it is the outbreak of the epidemic in many countries overseas. When host major domestic manufacturers, parts manufacturers resume production resume work carried out in full swing, on the other side of the world, but it is a lot of factories into production downtime. Just as domestic plant shutdown will lead to overseas factories can not produce in general, overseas factories of downtime, the domestic industry will also have some impact.
is currently known is that, according to relevant statistics, including Volkswagen, Daimler, Ford, Nissan, Waters pull and even Rolls-Royce, Ferrari and other luxury brands, including overseas total of nearly 20 auto companies, more than 100 automotive factories affected by the epidemic, to enter into the ranks of production downtime.
a large area of production downtime, caused by naturally reduce corporate profits, but the distance on car prices in Europe wave of “layoffs” in the past and soon, under the profit further narrowed, European and American car companies will continue whether this wave of layoffs, further throttling? At the same time, despite the domestic epidemic under control, but the car market has still not been rejuvenation, is the emergence of a shortage situation, under the overlapping phenomena, this year’s car industry in the end how hard?
In February, domestic passenger car sales for a total of 252,000, down 78.5 percentage, a large number of car prices sales fell by close to 90 percentage, single brand has sold over a million is an industry leader, but also a champion car sales early 4000. According to the Federation of, the statistical data to the Automobile Association and other industry associations is given, the current sales decline has been significantly narrowed, which means to dark moment has passed. But from the current production and marketing relations point of view, the dawn has not yet come.
At present production capacity by the impact, although most dealers early return to work, you can ask the supply dueProblems, leading to some popular models vacant inventory situation has emerged. Under the influence of this situation, many models have narrowed the discount to the Civic, for example, part of the case show car 4S shops have been put away even. Although some sales, he said: with the exception of living in areas hardest hit by the epidemic than, in fact, most brands are guaranteed to mention cars as soon as possible. However, the actual situation of view, this need to add a premise, that is, except for popular models. Impact
sales slump brought about not just happen in the dealer body, car prices is also affected. Some time ago, including BAIC, Weimaraner, Bo County, including pay cuts and other auto companies are exposed. The official has responded to almost all staff optimization, business priority-based, visible part of the domestic automobile enterprises have entered the “cutting” loss mitigation phase.
In order to help the domestic auto industry recovery, the Automobile Association issued some time ago is the 14-day automobile industry recommendations, among such as push to lift restrictions on the purchase, personal car expenses included additional special tax deduction, appropriate adjustments in 2020 enterprise “double points” assessment requirements, optimization and continuation of new energy vehicles, subsidies and other policies are included. Whether these recommendations really help the auto industry recovery, I personally have reservations. However, compared to the Automobile Association, I personally prefer to believe that the relevant state ministries and a series of related policies in recent releases.
From the beginning of March, overseas after another came the news of the factory production downtime, as of now, lay-car prices It has reached nearly 20, involved more than one hundred factories. As the automotive industry since the development of the development has become a global industry, it is foreseeable that the global outbreak of the epidemic, there will be no car prices can be spared. However, the impact of downtime triggered shutdown will not suddenly broke off, but will gradually appear in the coming weeks, it will be affected not only the overseas companies, also includes just started to recover in the domestic market. Perhaps, some time ago the supply chain tension will once again appeared in the country.
and, more importantly, the epidemic continues to spread abroad fermentation, should the further spread of the epidemic, overseas car plants will face greater It challenges, and may be much more severe than domestic. Because unlike domestic, overseas there are a lot of car companies rely on export sales, especially luxury brands, during the downtime suffered staggering losses.
And In Taiwan, according to customs data show that in 2019 China auto parts imports amounted to US $ 36.711 billion, of which the top five countries of origin auto parts were Germany, Japan, South Korea, and the United States and Mexico. Currently, five countries most of which are epidemic in high-risk countries, with the worsening of the epidemic, parts factories in these countries will sooner or later enter the ranks of downtime in. By then, once the domestic related spare parts reserves depleted, when they can not find alternative products, domestic vehicle production and component production is bound to be secondary impacts.
Moreover, since foreign epidemic more serious, in addition to the automobile industry chain chain length, wide and low transparency, so in addition to than it would have on domestic vehicle and parts imports affected, but also put pressure on the domestic vehicle and parts exports. This means that exports in February with sales open breach of the domestic car prices, will be difficult to continue to force in March and even April, China’s auto exports will once again be slowed or planned.
In accordance with the current trend, whether foreign or domestic automobile market will be hard to recover in a short time . With the further deterioration of the situation abroad, the long downtime will cause secondary impact on the domestic automobile production. At present, many foreign car companies and parts manufacturers have begun converting medical supplies, which is actually similar to the practice of the domestic car prices some time ago, both countries can speed up the supplementary medical supplies, but also help control the epidemic is both a solution the urgent needs of humanity, but also the best way to positive self-help.
(Source network, intrusion deleted)