Nowadays, the new coronavirus pneumonia epidemic has become a global pandemic, and the impact of the epidemic on the automobile market has gradually shifted from domestic to overseas.
On March 18, American car companies such as General Motors, Fiat Chrysler, and Ford announced the closure of automobile factories in North America; Germany's Volkswagen, Daimler, and BMW also announced that they would close European production plants.
On April 3, eight Japanese car companies including Toyota, Nissan, Honda, Mazda, Suzuki, Subaru, Mitsubishi, and Daihatsu announced the suspension of production, with the longest suspension period extended to April 15. The relevant reason for the suspension of production is the decline in global demand due to the impact of the epidemic.
The suspension of production at many automobile factories has also led to delays in the delivery of many new models. For example, after Audi's factory in Brussels announced a temporary suspension of production due to supply chain reasons, the production of its pure electric car series e-tron could only be suspended; in addition, Seat, a brand that planned to enter the domestic market this year, has also been suspended due to the impact of the epidemic. Forced to postpone
Not only have many overseas car companies announced the suspension of production, but also many well-known auto shows expected to be held this year, including the Beijing Auto Show, New York Auto Show, Geneva Auto Show, North American Auto Show, Paris Auto Show, etc. have also been postponed due to the epidemic. reasons leading to postponements or even cancellations.
However, with many overseas car companies announcing temporary suspensions of production and production, as the domestic epidemic situation is getting better day by day, many domestic car or upstream and downstream supply chain factories have ushered in a "wave of resumption of work."
As early as February 10, three domestic brands, including Geely, Great Wall, and BYD, had announced their official resumption of work, and their production capacity was quickly returning to pre-epidemic levels. According to relevant data at the press conference of the Joint Protection and Control Mechanism of the State Council, as of March 30, the overall operating rate of automobile industry companies has increased from 60% to 97%. Specifically, for relevant car companies, BYD Auto’s resumption rate The overall rate exceeds 90%, and Geely Automobile’s resumption rate is as high as 98.4.
Not only vehicle companies, but also upstream and downstream supply chain companies of auto parts are gradually resuming production, including even Hubei Province. As one of the important provinces in the domestic automobile manufacturing center, Hubei Province has the production plants of many large auto parts suppliers such as Bosch, Delphi, Joyson Electronics, etc., and these major supply chain production plants have also recently announced the resumption of work. Production.
In this context, it may be an opportunity for domestic car brands to catch up with foreign car companies.
In recent years, domestic automobiles have made remarkable progress in technology, design, innovation, and brand building, especially in the field of new energy vehicles, such as BYD, Geely, and NIO. A number of domestic car companies such as Xpeng and Xpeng have become the mainstay of the domestic new energy vehicle consumer market.
After the epidemic, considering the risks of commuting on public transportation such as subways and buses, and the inconvenience of other transportation methods such as bicycles and electric vehicles, consumer demand for automobile products may Significantly improved. Domestic automobile brands that can ensure on-time delivery of production capacity, have made full progress in technical performance, appearance, etc. in recent years, and have made huge contributions to financial donations and material support for the "fight against the epidemic" during the epidemic, are most likely to be Consumer choice.
Another point worthy of attention is that recently, central departments, local governments, etc. have introduced a number of welfare policies to stimulate consumption in the automobile market and the purchase of new energy vehicles, which are very important for domestically produced vehicles. It will also be a big help for car brands.
Under these major factors, domestic automobile brands may usher in a new spring.
This article comes from the author of Autohome Chejiahao and does not represent the views and positions of Autohome.