Text/area points? Figure/source network
A problem led to B.
At the same time as b happened.
C is involved again.
……
etc
Walk around and start over.
This is the water wave effect
20 1 1 year, an earthquake hit the northeast of Japan.
Miyagi prefecture, located in the epicenter, bears the brunt. With the concentration of Japanese semiconductor industry, many electronic component factories including Sony, Toshiba, Fujitsu and Murata were forced to close down.
As the leader of the electronics industry, even though it is thousands of miles away, its influence on this country in the Pacific Northwest has spread to the whole world overnight.
At that time, most of the bismaleimide triazine (BT) epoxy resin in the world was basically supplied by two Toshiba chemical plants located in the disaster area. Instantaneous production cuts and production stops have directly led to many electronics companies around the world going into the pot without rice.
Nine years later, the COVID-19 epidemic surfaced in Hubei.
In today's economic globalization and manufacturing globalization, similarly, no one can be "immune" in the torrent.
Bigger and bigger water waves
It has been 33 days since Wuhan was closed.
Under the strong control, although the number of confirmed cases is decreasing rapidly every day, the impact of epidemic control on the automobile industry has begun to show its cruel side.
More seriously, the virus is not confined to Hubei, and its influence in China has not stopped.
The latest news shows that Fick Group, headquartered in Turin, Italy, has started to restrict others from entering European factories because of three confirmed cases of COVID-19.
At the same time, Italian automotive engineering design company Italdesign-Giugiaro also closed two factories in Turin because an employee was diagnosed.
It is not a case that global automobile production is finally blocked by the epidemic.
As early as 65438+1October 3 1, Hyundai Motor indicated that it planned to stop production of Palisade in South Korea this weekend. SUV models to cope with the supply disruption caused by the outbreak of novel coronavirus.
It is understood that Hyundai Motor is the first automobile manufacturer in the world to suspend production outside China due to coronavirus.
On February 20th, Bloomberg reported that since about 800 parts used by Nissan in global automobile manufacturing are all produced in Hubei Province, if the parts factory in this province can't resume work after February 2nd1day (obviously impossible), Nissan may face a serious shortage of parts and large-scale factory shutdown.
Then, Nissan's production in Japan was suspended, and then its factory in Malaysia had to stop because of the lack of spare parts.
More seriously, if the production of related parts is further delayed, Nissan's factories in the United States, Mexico, Britain, Spain, Russia and India will also have to stop production.
At the same time, due to the shortage of parts from China, FCA has temporarily stopped the production of Fiat 500L in Serbian factory; Similarly, Jaguar Land Rover also announced that from the end of February, its Bromwich factory in central England had to stop production for four weeks, while the nearby Solihull factory would stop production intermittently until the end of March.
Constraints of parts
Pull one hair and move the whole body.
The fundamental reason why the water waves aroused by the epidemic situation will become bigger and bigger lies in the distribution system of production materials under the globalization of automobiles. Under the impact, the lack of some key parts directly led to the suspension of production of some car companies.
Not to mention the whole of China (the emergency response to the outbreak will inevitably become an unfavorable factor for local parts enterprises to carry out their work), only Hubei Province has gathered many large auto parts suppliers, such as Bosch, Webasto, Delphi, Valeo, Honeywell and Visteon, whose products cover many fields such as engines, gearboxes, chassis, car bodies and electronic systems.
"If the epidemic continues, Bosch's global supply chain will be interrupted." ? Volkmar, CEO of Bosch Group? Denner) said this as early as 65438+1October 29th.
Obviously, when saying this sentence, Volkman Donnell (Volkman? Denner) is full of helplessness.
As one of the largest suppliers of auto parts in the world, Bosch has positioned China as the global manufacturing base of the Group, with two factories and more than 800 employees in Wuhan alone, mainly producing related parts of automobile steering system and thermal management system.
Besides Bosch, there are many large auto parts suppliers with factories in China, including Webasto and ZF. A research report shows that in China, for example, if all automobile-related enterprises stop production, the average daily loss will reach 72 million euros, and the loss caused by the lack of these parts is incalculable.
"Wuhan produces almost all kinds of auto parts." Takeshi, managing director of consulting firm CarNora? Yao Mi said, "Under the influence of the epidemic, not only automobile assembly plants in China are unable to purchase parts, but also automobile plants all over the world that purchase parts from Wuhan are also affected.
China's automobile industry has been closely linked with the world.
To give a simple example, according to the Korea Automobile Manufacturers Association (South? Korean? Cars? Industry? According to the data of the Association, there are about 170 parts suppliers of the first and second echelon in Korea, and they operate about 300 factories in China.
The weather around the world is hot and cold.
All the glory, all the losses.
I remember that at the beginning of the epidemic, there was such a cartoon that was very popular:
Later, the cartoon became like this:
In today's economic globalization and manufacturing globalization, what we want to say is that no one can really stand outside the glass. Fate * * * is not a slogan, but actually carries each other's interests.
Under the epidemic, the world is so hot and cold.
abstract
The long and global nature of the industrial chain determines that the local impact suffered by the automobile industry will definitely be fed back to the macro level. Wuhan has been closed for 33 days. Although the number of confirmed cases in China has dropped to one except Hubei, it seems that the power of water wave effect aroused by COVID-19 has just begun to appear.
Due to the limitation of spare parts, the weak market in China and the global automobile industry, no one can be immune to it.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.