The traditional off-season is affected by the epidemic, and it is "more difficult than expected" for car companies to resume work and sell.

In the first quarter of 2020, the auto market stumbled forward in the "wind and rain".

On the one hand, because the demand for car purchase is concentrated at the end of the year, the traditional off-season of car sales during the Spring Festival will not be restored until after April; On the other hand, the sudden outbreak of novel coronavirus has blocked the automobile industry from the production end to the sales end, which has undoubtedly made the major car companies "worse".

The overall situation of car companies returning to work is later than expected.

With the continuous spread of the epidemic, the Spring Festival holiday in 2020 has been continuously extended since February 2, and has now reached more than February 17.

Up to now, according to the paper survey, some car companies have decided to resume work on February 10, but considering the serious epidemic situation, some companies announced that they would postpone the resumption of work to February 17, including Toyota Motor Corporation, BMW Brilliance, and car companies located in Hubei Province, where the epidemic situation is the most serious.

It is worth noting that Wuhan, located at the center of the epidemic, is one of the most concentrated areas of automobile and parts industry in China. Dongfeng Passenger Car, Dongfeng New Energy, Dongfeng Honda, Dongfeng Renault, Dongfeng Shen Feng, Shenlong and other vehicle companies all have production and sales scales of 2 million vehicles, with an average of more than 5,000 vehicles off the assembly line in Wuhan every day. According to the current government's notice, the resumption of work in Hubei should not be earlier than February 13. Therefore, many brands of Dongfeng Motor will not resume work until at least one or two weeks after February 13.

In February 10 and February 1 1, the circulation association also conducted a survey of automobile 4S stores respectively. The results show that among the 4S stores in 1067 surveyed on February/0, 302 of them resumed business or partially resumed business, accounting for 28.3% of the total. 1 1 Of the 2,895 4S stores surveyed in February, * * * has resumed work in 573 stores, and the resumption rate is only 19.8%.

The "epidemic prevention war" is more difficult than expected.

Of course, the reporter learned that some car companies including JAC, Haima, Geely, BAIC, Tesla, Weilai, Tucki and Nezha have resumed production on February 10. As we all know, automobile manufacturing is a labor-intensive industry. In order to ensure the health of employees, enterprises have also launched an "epidemic prevention war" while returning to work.

For the summary of epidemic prevention measures for car companies that have announced their resumption of work, the paper reporter mainly summarized the following measures:

1, for non-essential on-site office, home office and remote office management measures are basically adopted;

2. Non-Shanghai employees are quarantined at home for 14 days to ensure that they can return to work after no symptoms of infection;

3. Each working group should organize body temperature monitoring when starting work, and require employees to wear masks throughout the office and during operation (the company will issue them);

4. Strengthen the ventilation of the working environment and disinfect the office area, workshop, warehouse and other areas of the company twice a day;

5. Do not turn on central air conditioning, do not concentrate on dining in the canteen, and distribute lunch boxes to employees in the form of simple meals.

In addition to the above-mentioned basic epidemic prevention measures, some car companies also have some "innovative" ways. For example, Xpeng Motors specially added 20 administrative official vehicles to support business trips, and dispatched 100 G3 vehicles from Tucki to support employees to rent at preferential prices, and encouraged employees to use self-driving transportation to return to their posts safely.

"We will consider the health of employees according to the public health conditions required by the state and local governments, regardless of the cost." The person in charge of Nezha Automobile said in an interview that this actually represents the attitude of many automobile companies, that is, the safety and health of employees are the first priority. Although there is a tentative timetable for the factory to resume work, everything still needs to be constantly adjusted according to the development of the epidemic.

On June 5438+ 10, the auto market fell into the "main theme".

While the resumption of work has been delayed, judging from the 1 month sales data disclosed by major car companies, "decline" has become the main theme of the industry, which also highlights the increasingly severe situation faced by the auto market under the influence of the epidemic in the off-season after the holiday.

Specifically, among the independent car companies, BYD, Great Wall Motor and BAIC New Energy took the lead in releasing the sales data of 1 month.

Among them, BYD sold a total of 25,000 vehicles in June 5438+ 10, down 42.68% year-on-year, and the decline of new energy vehicles was serious. In June 5438+ 10, the sales volume was only 765,438+033 vehicles, which plummeted by more than 70% year-on-year; It is worth mentioning that BYD's fuel vehicles are completely opposite to new energy vehicles, with a sales volume of 65,438+10.8 million vehicles, up 18.28% year-on-year.

Not only BYD, but also new energy car companies are not optimistic. Beiqi New Energy, another domestic new energy head car company, also showed a downward trend in sales. According to the production and sales data of BAIC New Energy under BAIC Blue Valley, in June 5438+ 10, BAIC New Energy sold 2006 vehicles, down 55.54% year-on-year.

Since the official implementation of the new energy subsidy policy in July last year, car companies that are highly dependent on the subsidy policy have shown a sales trend of "following the trend", and BYD is no exception. According to the data of 20 19, although it became the champion of independent new energy vehicle enterprises for the sixth consecutive year, the annual sales volume was 45 1 10,000 vehicles, which was 13% lower than that of 20 18. In 20 19, the sales volume of new energy of BAIC totaled 150600 vehicles, which was 4.69% lower than that of 15800 vehicles in 20 18.

Nowadays, the overall automobile market has entered the traditional off-season factor, which coincides with the spread of the epidemic. It is obvious that new energy automobile companies have not found new growth drivers.

While the traditional new energy car companies have suffered setbacks, the new force car companies are obviously more "fragile".

5438+ 10 month, according to the sales data released by Weilai Automobile, the overall brand delivery volume was 1598, down1/0.47% year-on-year, of which Weilai ES6 delivered 1493 and Weilai ES8 delivered/kloc. As the "leader" of domestic new forces car-making enterprises in 20 19, Weilai Automobile is still experiencing a difficult start-up car market, and those new forces that have not released sales data are undoubtedly more difficult.

As a matter of fact, even Japanese cars with 20 19 heat growth can't escape the bad luck of sales decline in the face of the superposition of off-season epidemics.

Toyota, whose global annual sales volume has increased for four consecutive years, sold 145300 vehicles in China in June, down 1.2% year-on-year, which is not easy compared with car companies with double-digit decline.

Nissan, also one of the Japanese "Three Musketeers", is not so good. According to the monthly sales data of 65438+ 10 released by Nissan China, the monthly sales of new cars were 1 1.8 10000 vehicles, down1.8% year-on-year. Specific to the joint venture company, what is the monthly sales volume of Dongfeng Nissan/KLOC-0? 9.2 1 10,000 vehicles, a year-on-year decrease of 8. 1%. Among them, the sales volume of Sylphy 1 is 39,900, which is still the largest sales pillar of Nissan. In addition, Dongfeng Qichen 65438+ 10 sold 9,000 vehicles in October, down 32% year-on-year; Dongfeng Ying finidi 65438+ 10 sold 3 103 vehicles in October, up 4.3% year-on-year.

At the same time, Mazda also released the sales data of 65438+ 10, and sold 20900 new cars in China in the month of 65438+ 10, down 8.23% compared with the same period last year. The performance of its two joint ventures is quite different: FAW Mazda 65438+ 10 sold 7,539 vehicles, up 7.45% year-on-year; Although the sales volume of Changan Mazda in June 5438+ 10 was 1.34, it decreased by 15. 19% year-on-year.

Not only independent brands and joint venture car companies, but also luxury brands have been affected. For luxury car companies, Volvo announced its sales performance in June 5,438+10, with 4.57 new cars sold worldwide, down 9.7% year-on-year. In June, its sales in China were 5,438+00015, down 16.2% year-on-year.

The impact of the epidemic has been transmitted to the global automobile industry chain.

The "butterfly effect" brought by the epidemic is emerging: some auto parts enterprises in China stopped production, forcing auto factories outside China to stop production.

On February 4th, Hyundai Motor announced that its seven automobile factories in South Korea would suspend production, mainly due to the suspension of production in China by its wire harness manufacturer Luo Yu Company and Jingxin Company.

On February 10, according to the European Automotive News, Nissan will temporarily close its factory in Kyushu Island, southwest Japan, due to the influence of novel coronavirus on the global supply chain, becoming the first car company in Japan to stop production due to the epidemic.

Renault, as a partner of Nissan Alliance, was not spared. On February 10, Renault said that due to the interruption of supply chain in China, its Korean subsidiary Renault Samsung Automobile (Renault? Samsung? Motors) will stop production in Busan for four days from February 1 1.

In addition, Fiat Chrysler Automobile Company (FCA) also indicated that one of its factories in Europe may be closed for 2-4 weeks if the parts suppliers in China can't return to work soon. Therefore, the auto parts enterprises in China occupy an important position in the global auto supply chain system.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.