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Release time:
2021-04-23 08:49
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According to data released by the China Association of Automobile Manufacturers (hereinafter referred to as the "China Automobile Association"), in March, my country's passenger car production and sales completed 1.883 million and 1.874 million vehicles respectively, an increase of 62.0 and 62.2 respectively from the previous month, and an increase of 77.4 percent year-on-year. However, there is still a gap in sales compared to the same period in 2019. Objectively speaking, the chip supply cut-off affected the production and sales of the car market in March to a certain extent, but this is not the decisive factor.
From January to March, the production and sales of passenger cars in my country completed 4.955 million and 5.076 million respectively, an increase of 83.1 and 75.1 respectively year-on-year. The output growth rate was 3.9 percentage points narrower than that from January to February, and the sales growth rate was 1.1 higher than that from January to February. Percentage points. Although compared with last year, China's current automobile production and sales growth rate has been greatly improved, but compared with the data from January to March 2019, passenger car production and sales continue to show a decline, the decline rate of 5.2 and 3.6, respectively, compared with January to February compared to an increase of 3 and 2.2 percentage points, respectively. Xu Haidong, deputy chief engineer of the China Automobile Association, believes that at present, China's economy and residents' consumption are still in the recovery period, and have not returned to the state of 2019 or even 2018, which is the fundamental reason why the current recovery growth of the passenger car market is not as obvious as that of the commercial vehicle market.
As we all know, China's automobile industry has entered a stage of recovery growth after the second half of 2019. Data show that from the second half of 2019, the production and sales of China's automobile industry began to slowly pick up. According to the development law of the automobile market, 2020 will be a year when China's automobile market continues to recover. However, the new coronary pneumonia epidemic in 2020 has disrupted the normal rhythm of the market. With the weakening of the epidemic factors and the recovery of the economy, the industry generally predicts that this year, China's auto market will continue the recovery growth trend in the second half of 2019. In the first two months of this year, China's passenger car market has indeed begun to recover. Lang Xuehong, deputy secretary-general of the China Automobile Dealers Association, said that the current market recovery must be viewed rationally. Because the signal of market recovery can not simply look at the sales volume, the real recovery of the industry depends on the endogenous consumption drive. It cannot be ignored that the industry's forecast of restorative growth this year is based on the premise that the epidemic is effectively controlled and the economy continues to recover. It is hard to predict that although the epidemic has been effectively controlled and the economy is continuing to recover, there has been a problem of chip outages that the industry has not encountered before.
According to incomplete statistics, Toyota, Nissan, Ford, Volkswagen, Volvo, Tesla, Weilai, Hyundai and many other domestic and foreign car companies have stopped production due to chip supply problems. Although the shutdown cycle may be long or short, it will more or less affect the output of the company, and then affect the car production and sales in March. Li Shaohua, deputy secretary-general of the China Automobile Association, emphasized in an interview with reporters that chip supply outages are a global problem. This is mainly due to the underestimation of the output of the auto industry under the influence of the epidemic by auto companies and the chip industry, which led to last year's auto chip orders. Low; at the same time, industries such as smart home appliances and mobile phones have increased chip orders, squeezing out the production of some automotive chips. However, it takes a certain period of time to add orders for chips, which leads to the problem that chip supply is cut off and affects vehicle production more or less in car companies all over the world. However, the duration of the chip cut-off will not be too long. It is generally predicted inside and outside the industry that the problem of the cut-off of automotive chips is expected to be resolved in the second quarter. (China Auto News Network)
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Since the beginning of this year, the price of raw materials has risen sharply, sea freight has soared, and the difficulty of finding a box of shipping space has seriously plagued manufacturing companies. The current power curtailment has made companies even worse. Take our company as an example. Since the power limit in early September, the company's production capacity has dropped by about 50% on average every day. Exports have decreased by 0.02 billion yuan. The performance rate of orders in hand is about 50%. New orders were reduced by 10%. These data are the impact of the current power rationing on enterprises. If the power rationing situation is not alleviated, the impact on enterprises in the fourth quarter will be more serious.
Recently, Yunnan, Jiangsu, Qinghai, Ningxia, Guangxi, Guangdong, Sichuan, Henan, Chongqing, Inner Mongolia, Henan and other places have begun to carry out energy control measures to limit energy consumption.
The total power generation in 021 is not low. In the first half of the year, China's total power generation was 3871.7 billion kWh, twice that of the United States. At the same time, China's foreign trade has grown extremely fast this year. According to data recently released by the General Administration of Customs, in August, the total value of my country's foreign trade imports and exports was 3.43 trillion billion yuan, a year-on-year increase of 18.9 percent, achieving positive year-on-year growth for 15 consecutive months, further showing a steady and solid trend. In the first eight months, the total value of China's foreign trade imports and exports was 24.78 trillion billion yuan, up 23.7 percent year-on-year and 22.8 percent over the same period in 2019.
The impact of the neo-coronary pneumonia epidemic on global supply chains continues, with high international freight rates, container shortages and terminal congestion still unabated, and labor shortages exacerbating the dilemma. The outbreak of the new coronary pneumonia epidemic in 2020, due to the obstruction of international freight, soaring transportation costs, international trade in goods greatly hindered, triggering a supply chain crisis in many countries (regions), since 2021, the new coronary pneumonia virus variant strain raging, so that the supply chain has not yet fully recovered.
Statistics from the China Association of Automobile Manufacturers show that in the first seven months of 2021, China's cumulative automobile exports reached 1.002 million, an increase of 1.2 times year-on-year, but the month-on-month growth was only 9.8 percent, showing a shrinking trend. Moreover, commercial vehicle exports fell 11.6 percent month-on-month, of which new energy commercial vehicle exports fell 57.8 percent month-on-month. It is said that the main reason for the decline in automobile exports is the poor shipping channels.
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At present, 4000 a variety of models of automobile brake discs, brake drums with an annual output of 10 million pieces. Products are mainly exported to Europe, North America, South America, Australia and other countries and regions. At present to SAIC, JAC, BYD, Jinlong, Yutong and other domestic models to provide supporting.
At present, 4000 a variety of models of automobile brake discs. Products are mainly exported to Europe, North America, South America, Australia and other countries and regions. At present to SAIC, JAC, BYD, Jinlong, Yutong and other domestic models to provide supporting.
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