Enterprises in Shanghai are resuming work and production in an orderly manner.

According to the latest news, three weeks after the shutdown,$Tesla, Inc. (TSLA.US) $Shanghai Super Factory officially resumed work and production on April 19. Tesla, Inc. said that there is still a week or so of spare parts in stock and is actively promoting more than 100 suppliers to resume work and smooth the logistics chain with the support of relevant government departments.

As of brokerage Chinese reporters, Tex Latin American shares rose 2.93%, with a latest market capitalization of $1.07 trillion.

It is understood that Tesla, Inc. 's Shanghai factory is Tesla, Inc. 's second overseas super factory, which mainly produces Model 3 and Model Y models. For the whole of 2021, Tesla, Inc. 's Shanghai factory delivered 484000 vehicles, an increase of 235% over the same period last year, accounting for 51.7% of Tesla, Inc. 's total global delivery.

On April 16, the Shanghai Municipal Information Commission issued the guidelines on the Prevention and Control of the epidemic situation of the resumption of work and production in Shanghai Industrial Enterprises (first Edition), requiring that, on the premise of ensuring that the risk is controllable, effectively promote the resumption of work and production of enterprises in an orderly manner and ensure the security and stability of the industrial chain supply chain. On the same day, the first batch of 666 key enterprises "whitelist" was exposed, including SAIC Volkswagen Automobile Co., Ltd., SAIC Group Lingang passenger car Factory, Tesla, Inc. (Shanghai) Co., Ltd., involving integrated circuits, automobile manufacturing, equipment manufacturing, biomedicine and other key industries.

Tesla, Inc. Shanghai Super Factory officially resumes work, which will promote more than 100 suppliers to resume work together.

According to news reports, 8000 employees of Tesla, Inc. Shanghai Super Factory have been on duty and officially resumed production on April 19. the battery motor module began to operate at full speed that morning, and the whole vehicle assembly is gradually resuming.

Song Gang, senior director of production and manufacturing at Tesla, Inc. Super Factory, said in an interview, "We will gradually climb the production capacity to the level of full capacity per shift in the next three or four days."

Tesla, Inc. said that the vehicle parts are still in stock for about a week, and with the support of relevant state departments, Shanghai Economic and Information Commission, Port Management Commission and other departments, more than 100 suppliers are being actively promoted to resume work and production, and smooth the logistics chain.

At present, all employees in Tesla, Inc. plant implement the testing requirements of early antigen and late nucleic acid, disinfect the production office area every day, strictly do a good job in epidemic prevention, and ensure safety in production.

On the evening of the 19th, Tao Lin, vice president of foreign affairs of Tesla, Inc., wrote in Weibo Corp, "Thank you for all your concern and support. I would like to report to you: Tesla, Inc. Shanghai Super Factory resumed work smoothly today. "

It is understood that Tesla, Inc. 's Shanghai factory is Tesla, Inc. 's second overseas super factory, which mainly produces Model 3 and Model Y models. Data show that for the whole of 2021, Tesla, Inc. 's Shanghai factory delivered 484000 vehicles, an increase of 23.5% over the same period last year, accounting for 51.7% of Tesla, Inc. 's total global delivery.

According to the latest data, in the first quarter of 2022, Tesla, Inc. produced a total of 305400 cars and delivered 310000 cars worldwide. Production of the Model S and Model X models was 14218 with delivery of 14724, while production of Model 3 and Model Y was 291200 with delivery of 295300.

More than 200 automobile companies will take the lead in resuming work and production

In the "whitelist" of the first batch of 666 key enterprises recently issued by Shanghai, more than 240 enterprises are related to the automobile industry. Including SAIC Volkswagen Automobile Co., Ltd., SAIC Group Lingang passenger car Factory, SAIC General Motors Co Co., Ltd., Tesla, Inc. (Shanghai) Co., Ltd., and other complete vehicle manufacturing enterprises in Shanghai. At the same time, Baoshan Iron and Steel, Denso, Zaifu, Valeo, Foggia, Fuyao Glass Industry Group, Kasma and other automobile upstream and downstream industrial chains and parts enterprises have also entered the "whitelist" of the first batch of key enterprises to resume work and production.

On April 19, the Shanghai Automobile Group Lingang passenger car factory completed the first car offline under the pressure test of resuming work and production this week. SAIC said that for the supply chain and logistics guarantee, which is very challenging to resume work and production, it has lined up nearly 400 suppliers and made a comprehensive survey of the supplier's production capacity, inventory, raw materials and so on. At the same time, it is also paying close attention to the personnel dynamics and production situation of lower-level suppliers, and assisting lower-level suppliers in speeding up the process and resuming production in epidemic prevention as far as possible. at the same time, SAIC is also docking with relevant government departments. strive to open the green channel across provinces and cities as soon as possible.

Pioneer Securities pointed out that Shanghai and the Yangtze River Delta region (Jiangsu, Zhejiang, Shanghai and Anhui) are important bases for China's automobile industry. Shanghai / Yangtze River Delta automobile output accounts for about 11% and 23% of the country in 2021, and the number of parts and components enterprises above Shanghai / Yangtze River Delta accounts for about 4% and 37% in 2020. SAIC's practice of resuming work and production is beneficial to the industry chain to enhance its ability to respond to the epidemic.

China Merchants commented that Shanghai's automobile industry is developed, with not only the largest vehicle enterprise group in the country, but also a large number of spare parts enterprises, and the resumption of production by some enterprises in Shanghai may give a marginal positive impetus to the production of the national automobile industry. If the Shanghai area resumes work smoothly, the domestic automobile industry will tide over the difficult period of production. In addition to the production side, we still need to pay attention to the demand of the industry.

Wanlian Securities said that the regional epidemic has led to the limited supply of new energy vehicle industry chain, the high price of superimposed raw materials, and the short-term new energy vehicle industry has been greatly affected, but the demand for new energy vehicles is still strong, and the permeability continues to rise. with the resumption of production of the industrial chain, the scheduling of new energy vehicles is expected to return to the right track. It is recommended to pay attention to the leading enterprises with leading technological innovation and obvious cost advantages of integration.

Shanghai: steadily promoting the resumption of industrial work and production

At a press conference on epidemic prevention and control in Shanghai on the morning of the 19th, Zhang Hongtao, chief engineer of the Shanghai Economic Informatization Commission, explained how to promote industrial resumption in Shanghai.

Zhang Hongtao said that Shanghai is an important industrial base, which has a great impact on the stability of the industrial chain supply chain. For example, the automobile industry chain, many regions want Shanghai-related supply chain supporting enterprises to supply products. In promoting the resumption of work and production, we should mainly grasp two key points:

First, strengthen the prevention and control measures of resuming work and production. Strict protective measures are responsible not only to the enterprise but also to the employees. The specific contents of the guidelines on epidemic prevention and control of resuming work and production (first edition) have been released, which fully absorbs the experience of closed production enterprises in preventing and controlling the epidemic over the past month, as well as the good practices of brother provinces and cities, and the details have been published on the relevant website. Due to different industries, different enterprise sizes, different site spaces, and different degrees of epidemic in the region, for each enterprise, it is necessary to formulate a targeted plan, and some elements must be considered. For example, it is necessary to carry out classified and classified management of the factory area, distinguish between medium and high risk and low risk, and divide small management units in the same level area to reduce the flow and contact of personnel in different areas; for example, it is necessary to increase the frequency of personnel screening, early detection and early disposal; before unsealing and returning to the factory, enterprise personnel should set a certain quiet period before entering the production state to avoid cross-contact with existing production personnel. We should attach great importance to the management of the internal and external parts of the enterprise.

Second, all parties should jointly support enterprises to resume work and production. The government, industry organizations, territorial management departments, parks and all sectors of society should take action to support enterprises to tide over difficulties and ensure development. Enterprises should formulate "one enterprise, one plan" to co-ordinate epidemic prevention and control, economic development, and production safety, and government departments and society at all levels should also create conditions to support individual enterprises and pay attention to enterprise groups to solve common problems. With the progress of the work of resuming work and production, the problems encountered by different industries and enterprises have both commonness and individuality, and the work of resuming work and production should be adjusted dynamically with the situation of epidemic prevention and control. The common problems are mainly concentrated in logistics and transportation, personnel returning to work, supporting industrial chain and so on, such as personnel returning to work, some key positions employees may be in closed control areas, there are positive cases in the building, and there are no conditions for returning to work at present. Enterprises should allocate other personnel to solve the problem. Some mainframe enterprises can return to work, but spare parts supporting enterprises do not have the conditions, logistics and warehousing these conditions also need to gradually adapt, these problems need to do a lot of coordination work, and some need to find alternative solutions.

Ministry of Industry and Information Technology: grasp the "whitelist" system of the key industrial chain supply chain

On April 19, the State Council Logistics Baotong Baochang work leading Group held the first meeting of the general commander (plenary). The study of the meeting conveyed the spirit of the important instructions and instructions of General Secretary Xi Jinping and other central leading comrades and the spirit of the teleconference on April 18 to ensure the smooth flow of logistics and promote the stability of the industrial chain supply chain. This paper reviews the working rules of the leading Group of Logistics guarantee and smooth work of the State Council, the tracking guarantee of key enterprises in the logistics supply chain and the work standard of "one thing, one coordination" and "some measures to ensure the smooth flow of logistics and promote the stability of the industrial chain supply chain".

The meeting pointed out that doing a good job in ensuring the smooth flow of logistics is an urgent need to ensure the normal life of the people, to promote the stability of the industrial chain supply chain, to stabilize the basic economic market, and to further improve the political position. from the perspective of overall situation and strategy, we should fully understand the extreme importance of ensuring smooth logistics.

According to the Ministry of Industry and Information Technology, on the morning of April 18, after the national teleconference on ensuring the smooth flow of logistics and promoting the stability of the industrial chain supply chain, the Ministry of Industry and Information Technology immediately took action to organize and convey the spirit of the meeting. It is required to conscientiously implement the work requirements of "people's livelihood, smooth freight transport, and industry circulation", refine and implement various measures to ensure the stable and smooth supply chain of key industries and the normal production and operation of enterprises.

The Ministry of Industry and Information Technology said that we should grasp the "whitelist" system of the supply chain of key industrial chains, establish a daily dispatching mechanism for leading enterprises in key industrial chains, such as automobiles, integrated circuits, consumer electronics, equipment manufacturing, agricultural materials, food, and pharmaceuticals, and give full play to the role of a smooth coordination platform for the supply chain of the industrial chain, strengthen the coordination between the front and rear and the connection between upstream and downstream, strengthen the linkage between ministries and provinces, and ensure the stable production of key enterprises and the smooth operation of key industrial chains. Persist in treating all kinds of enterprises equally and give support and assistance.

The Ministry of Industry and Information Technology pointed out that it is necessary to give full play to the role of the front working group, distinguish priorities, persist in putting the easy before the difficult, and actively, steadily and orderly promote the resumption of work and production in key enterprises. Expand the scope of the "whitelist", guide local industrial and information departments to refine the guidelines for epidemic prevention and control of industrial enterprises, and organize production in accordance with "one enterprise, one policy" and "one garden, one policy" to ensure smooth logistics.