The Impact of the Shanghai Epidemic on the Automobile Industry

2022year4month,NationalCar production decreased month-on-month 46.2%, year-on-year decrease46.1% .

The reason is mainly3MonthSince, domestic epidemic situation Intensified, especially in Shanghai, Changchun and other places where automobiles are mainly produced, the epidemic situation is more serious. Production plummeted.

From the perspective of regional economy, the domestic epidemic has affected the Yangtze River Delta, Guangdong, Hong Kong, and Macao, two major urban economic clusters. From the perspective of the automobile industry, Guangdong, Shanghai, and Jilin are the gathering areas of my country’s automobile industry. >The annual production of passenger cars in the three regions accounted for 28% of the national production. Therefore, the outbreak of the epidemic has brought a heavy impact on the overall regional economy and the automobile industry.

In the past two years, the average monthly output of passenger cars in Shanghai has been close14 million vehicles. Shanghai has four major vehicle manufacturing groups: SAIC Volkswagen, SAIC GM, SAIC Motor and Tesla.2022In the first quarter of this year, the capacity utilization rate of most factories reached 60% or above, Among them, the capacity of the Tesla super factory is fully loaded, and the capacity utilization rate of the GM production plant has also reached 70 % and above.

2021Shanghai in 202168Overall terminal sales of 10,000 passenger cars, new energy passenger car market surpassed20A scale of 10,000 vehicles, both of which occupy the first place in the annual urban terminal sales.

Combining the current epidemic situation of suspension of work and production and resumption of production, we evaluate4Oct 12About 10,000 vehicles. Among them, SAIC Volkswagen’s Shanghai regional plant is expected to lose more than 3.2 million vehicles; SAIC-GM Shanghai The output of regional factories is expected to lose more than 2.9 million vehicles; SAIC Passenger Vehicle Shanghai regional factory output The loss is expected to exceed 1.1 million vehicles, and the entire Tesla Shanghai regional factory4The monthly output loss will exceed5ten thousand.

vertical-align: center; width: 94px”>

0.3 million cases

From April 25th, each district has designated multiple temporary control area.

In the past two years, the average monthly output of passenger cars in Shanghai has been close14 million vehicles. Shanghai has four major vehicle manufacturing groups: SAIC Volkswagen, SAIC GM, SAIC Motor and Tesla.2022In the first quarter of this year, the capacity utilization rate of most factories reached 60% or above, Among them, the capacity of the Tesla super factory is fully loaded, and the capacity utilization rate of the GM production plant has also reached 70 % and above.

2021Shanghai in 202168Overall terminal sales of 10,000 passenger cars, new energy passenger car market surpassed20A scale of 10,000 vehicles, both of which occupy the first place in the annual urban terminal sales.

Combining the current epidemic situation of suspension of work and production and resumption of production, we evaluate4Oct 12About 10,000 vehicles. Among them, SAIC Volkswagen’s Shanghai regional plant is expected to lose more than 3.2 million vehicles; SAIC-GM Shanghai The output of regional factories is expected to lose more than 2.9 million vehicles; SAIC Passenger Vehicle Shanghai regional factory output The loss is expected to exceed 1.1 million vehicles, and the entire Tesla Shanghai regional factory4The monthly output loss will exceed5ten thousand.