Engine Fully Launched: Dongfeng Motor And So On.
From the end of March to the beginning of April, the streets of Wuhan economic development zone became more and more lively. In April 8th, Wuhan was officially released. But in March 11th, Dongfeng Honda and Dongfeng passenger cars were formally approved and gradually produced in a single class. In the past month, the past "Central car capital" gradually returned to its former vitality.
"Friends around the world continue to come back to work, rush hour rush hour, Dongfeng viaduct traffic flow is the same as before." In April 8th, an employee of Dongfeng passenger car said to reporters in twenty-first Century economic report.
Taking Zhuankou, Wuhan as the center, it is one of the most intensive areas in the global automobile factory on both sides of Dongfeng Road and Shenlong Avenue. Gathered here Dongfeng Motor and its subordinate Dongfeng passenger car, Dongfeng Honda, Dongfeng Renault, Shenlong Automobile and other vehicle enterprises. More than half of Dongfeng's 160 thousand employees work in Wuhan, accounting for more than 1000 related parts enterprises, behind which are hundreds of thousands of jobs and huge fiscal revenues.
With the resumption of production in March 25th and March 30th in Wuhan and Dongfeng Renault Wuhan factory, the production plant of "Dongfeng" Wuhan four Mahayana company has been fully reproduced. Over the past month, hundreds of related parts suppliers have been launched in Wuhan. Taking the Dongfeng Automobile Group as the core, the automobile industry supply chain system of Wuhan has been built to restart the development of "engine".
However, although the impact of the epidemic on the production side is gradually easing, Dongfeng Motor is still on the right track, and there are still many challenges.
Vehicle capacity gradually climbing
Dongfeng Motor Group has 6 car factories in Wuhan, including four Dongfeng passenger cars, Dongfeng Honda, Shenlong Automobile and Dongfeng Renault, with an annual capacity of over one million vehicles.
Since March 12th, Dongfeng Honda and Dongfeng passenger cars have been launched in phases to promote the resumption of work and production again. It is the first batch of Wuhan remanufacturing factories. In March 23rd, Dongfeng Honda and Dongfeng passenger car two big automobile factories started to resume production at the same time. At present, the employees of the two companies have basically reached posts, and their capacity has basically recovered to the same period last year.
Dongfeng passenger car related people told the twenty-first Century economic news reporter that the production line of Wuhan factory resumed 9JPH in March 12th (that is, one hour to produce 9 cars) in single shift production; in March 22nd, it began to produce in accordance with 24JPH single class production; in March 28th, it began to produce in accordance with 30JPH, with a daily output of about 280 units, and now the production line has been resumed and resumed, and the capacity has been restored to the same period in 2019. As of March 27th, the number of front-line employees was 97%.
Dongfeng Honda is one of the largest enterprises in Wuhan affected by the epidemic. Three factories in China are located in Wuhan. The demand for resumption of production is even more urgent. In 2019, Dongfeng Honda produced more than 800 thousand cars in Han Dynasty for the first time. Moreover, due to the good performance of Dongfeng Honda in China in recent years, dealer inventory is at a low level.
It is understood that Dongfeng Honda first factory in March 25th basically reached a single class full production capacity. In March 30th, Dongfeng Honda plant opened a double shift production mode, and the output reached 810 vehicles on that day. Twenty-first Century economic report reporter learned that Dongfeng Honda's first, second factory double class production, third factories are still in a single class climbing stage.
In March 25th, the Wuhan plant of Shenlong Automobile Co., Ltd. officially resumed production. Dongfeng Renault, the smaller joint venture of Dongfeng, resumed its operation in March 30th. So far, the Dongfeng system in Wuhan's vehicle production plant has been fully restored to work.
Supply chain pressure
A car is made up of tens of thousands of spare parts, and there is no spare part. Because the automobile production has the localization localization production characteristic, therefore, in the large-scale vehicle production base nearby, often derives the more than one, two or three class spare parts suppliers. There are as many as 1000 parts suppliers in Wuhan alone.
"Automobile production is closely linked to one ring, the first level suppliers to the three level suppliers need to get through all of them to ensure production." In March 30th, Zhou Deyuan, deputy general manager of Dongfeng passenger car company, told reporters.
In twenty-first Century, the economic news reporter learned that the main components of Dongfeng were basically resumed. In addition, BOSCH, Valeo, Garrett and other large multinational auto parts factory in Wuhan began to resume production in March.
Dongfeng passenger car told reporters that the company's first tier suppliers of 448, has now fully recovered, the recovery rate of 100%; two outside the city of Wuhan, the recovery rate of 100%, Wuhan 224 two class suppliers, in addition to 6 in personnel and material preparation at home and abroad, the rest have been resumed, the recovery rate 97%.
"After the outbreak, we first arranged the supply of spare parts for suppliers. At present, there is not much risk in parts supply of Dongfeng Citroen." Dongfeng Citroen told reporters on twenty-first Century economic report.
At present, the supply of vehicle parts in Wuhan is gradually recovering, and the pressure of the two tier suppliers in the city will also ease with the release of Wuhan.
In April 5th, a two level supplier of Dongfeng Honda company in Optics Valley told the twenty-first Century business reporter that due to the rapid climbing capacity of Dongfeng Honda, the demand for spare parts was very large. Since April, the company has started working overtime to ensure supply.
"Now, logistics has not been fully opened yet, and there is not much inventory of raw materials. However, after April 8th, this pressure will be relieved. The supplier told reporters.
In the past few months, two tier suppliers in Wuhan, especially small and medium sized parts enterprises, have been hit hard. The three local suppliers of small and medium sized parts and components of the two companies told reporters on twenty-first Century economic report that they are still in contact with various departments, hoping to resume production.
Among them, a company producing auto oil valves told reporters that the company did not produce for three months, and the pressure of funds is enormous.
Generally speaking, the host plant will choose several suppliers to ensure the flexibility of the supply chain and to lower the cost. If A point supplier is unable to supply, there is possibility of selecting B point and C point supplier. Twenty-first Century economic report reporter learned that, by the production, supply, logistics and other links, many car companies have changed parts of the suppliers. Among them, the most affected part is Hubei's parts enterprises.
In addition, the pressure of overseas epidemic will also have an impact on the recovery of all vehicle companies in Dongfeng, especially the high-end products of Dongfeng Honda.
Although China is the world's largest component producer, some key components such as engines and gearboxes still need to be imported, among which high-end joint venture vehicles are the main ones. Considering the cost and other factors, the scale of imported components is relatively small.
At present, affected by the spread of the epidemic, many parts of Europe, America, Japan and Korea stop production. Under normal circumstances, the number of auto parts inventory is limited. If overseas epidemic can not be effectively controlled, it is possible to bring supply chain risks to domestic mainframe factories.
Market awaits awaken
At present, the automobile dealer network of Wuhan's major car enterprises has basically recovered.
Dongfeng passenger car 221 cooperative dealers, now has resumed 210, the overall recovery rate reached 95%. As of March 31st, Dongfeng Citroen's dealer turnover rate reached 96%. However, for Dongfeng's companies, it is not easy to get back to the market track. Reporters learned that Dongfeng's subsidiaries have not yet adjusted the annual sales target. However, the planning and marketing strategy of the new car will be affected by the epidemic situation to varying degrees of adjustment.
"At present, the sales target of Dongfeng passenger cars has not changed for the whole year of 100 thousand vehicles, and we hope to work towards this goal." Zhou Deyuan said.
Shenlong Automobile also said it would strive to achieve its annual target according to the plan of the "Yuan" plan launched by the company last year. In 2020, Dongfeng Citroen originally planned to launch Tianyi's four-wheel drive plug-in vehicle, new car C3L and other models. In addition, Dongfeng Citroen will also launch a D class flagship model in China, which will be produced in China in 2021.
The new car market was indeed affected by the epidemic, and the listing time was slightly delayed than originally planned. At present, preparations for new car listing are proceeding in a normal and orderly manner. Dongfeng Citroen related people said.
Dongfeng Automobile previously announced the 2020 sales and sales target is "to ensure" two 40 billion ", that is," to ensure that the company's total profit is more than 40 billion yuan, operating cash flow of not less than 40 billion yuan ", sales of 3 million 750 thousand vehicles.
With the continuous introduction of policies to stimulate automobile consumption, China's auto market, which has been in the doldrums for more than two months, is expected to gradually recover. Dongfeng Motor is also accelerating the pace of resumption of production and returning to the competitive track. In addition to doing a good job in epidemic prevention and accelerating the resumption of work, it is a realistic problem for Dongfeng to face how to maintain its market share in the face of the impact of the epidemic and the intensification of competition.
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