On April 18, affected by the news of the gradual resumption of work by car companies, the auto parts sector opened sharply higher. Bojun Technology, Tianlong Co., Ltd., Wuxi Zhenhua, Newtag, Shenda Co., Ltd., Yingli Automobile, Changshu Automobile Decoration, Cherfeng Automobile Waiting for nearly 10 stocks to have a daily limit or a rise of more than 10%.

　　The sector's rise across the board undoubtedly reflects the market's restoration of confidence in auto-related stocks. The news is mainly due to the "Guidelines for the Resumption of Epidemic Prevention and Control of Industrial Enterprises in Shanghai (First Edition)" issued by the Shanghai Municipal Commission of Economy and Information on April 16, which stipulates that the first batch of enterprises planning to resume work and production has been approved. , including integrated circuits, automobile manufacturing, equipment manufacturing, biomedicine and other key industries. Among them, there are 249 companies related to automobiles. The list of vehicle manufacturers includes SAIC Volkswagen, SAIC-GM, and Tesla. The Lingang area lists Tesla as a "suspended company that must resume work."

　　Among the OEMs in Shanghai, SAIC was the first to act. According to the news, on April 15, SAIC reviewed the preparations for the resumption of work and production of various production enterprises, and it is expected to start the stress test for resumption of work and production on April 18. Once the stress test goes well, the company will arrange the production of complete vehicles and parts as soon as possible, specifically involving complete vehicles, parts and logistics enterprises such as SAIC Passenger Cars, SAIC Volkswagen, and Anji Logistics.

　　According to the document, SAIC’s production enterprises are currently conducting a survey on the preparations for resumption of work and production. The results of the survey will be fed back to the Group’s Quality and Economics Department before April 17 (Sunday). Each production enterprise will conduct a survey on April 18 according to the survey situation. (Monday) Start the stress test for resumption of work and production. Once the stress test goes well, the company will arrange the production of complete vehicles and parts as soon as possible.

　　The whitelist means that the resumption of work can be started when there are no abnormal or infected persons in the independent area of ​​the resumption company and the factory, and there are no new positive cases for 7 consecutive days.

　　After entering the factory, employees immediately undergo a 3-day silent period management (separate management from the original resident personnel). During this period, the daily nucleic acid or antigen test is negative before returning to work.

　　In the supply chain, SAIC Motor will cooperate with its partners to fully promote the gradual resumption of work and production. In the document, SAIC will put forward the demand for resumption of work to suppliers in advance, and check the resumption ability of supporting suppliers at all levels in a timely manner.

　　Regarding the predictions made by He Xiaopeng and Yu Chengdong before that "car companies will stop production collectively in May". A car company revealed to Fenghuang.com that "it is unlikely that all closures will be made." The company basically has multiple production bases. If the first-track supplier reduces or stops production, there will be a second-track supplier to fill the position. At the same time, under the test of multiple "supply cuts", the number of spare parts in stock of car companies has been greatly improved.

　　"It's all about guaranteeing supply, but it depends on how determined you are to solve the problem," the aforementioned company concluded.

　　Tao Lin, Tesla's global vice president, also said on social platforms, "Tesla answered American investors last night, and the Shanghai government told them that they can resume work as early as mid-May." This news is a rumor, and I hope netizens can Provide clues to rumormongers.

　　Cui Dongshu, secretary-general of the National Passenger Vehicle Market Information Association, also said that there is no need to be too nervous about the previous decision to stop production of the national auto industry. "The Ministry of Industry and Information Technology dispatched a Shanghai front-end working group to promote the stable production and resumption of production of key industrial enterprises to ensure the smooth operation of the industrial chain and supply chain. I believe that short-term pressure can be quickly resolved, and the national auto industry will not stop production in May."

　　Previously, in order to alleviate the logistics problems of the automobile industry chain and supply chain caused by the epidemic, the Ministry of Industry and Information Technology and other three departments conveyed the spirit of the State Council's special meeting on ensuring logistics flow and the stability of the industry chain and supply chain on April 15, and studied the establishment of an emergency coordination mechanism for the demands of the industry chain and supply chain. , set up a "white list" of key enterprises to ensure operation, and concentrated resources to give priority to guaranteeing the resumption of work and production of 666 key enterprises in key industries such as integrated circuits, automobile manufacturing, equipment manufacturing, and biomedicine. And on April 11, the "Automotive Industry Chain Supply Chain Smooth Coordination Platform" was launched to help auto industry chain supply chain enterprises to timely feedback and solve practical difficulties.

　　At the same time, China FAW started to resume work on April 11. According to Xinhua News Agency, as of April 16, a total of 753 industrial enterprises above designated size in Changchun had resumed work and production, with 99,000 employees returning to work, with a resumption rate of 56.6% and a production resumption rate of 51.6%. Among them, China FAW's five major OEMs have all resumed work, and a total of 7,438 people have returned to work.

　　At present, FAW-Hongqi Ulsan Plant, FAW-Volkswagen, and FAW-Toyota Fengyue Plant have rolled off the production line. FAW Bestune and FAW Jiefang have completed the commissioning of their production lines and have started production on the 17th. In addition, 25,117 people from 276 parts suppliers of China FAW have returned to work.