Li officially announced that the delivery would be delayed and apologized, while Li officially issued a statement about the delay. Li is working with supply chain enterprises to actively restore production capacity while meeting the requirements of epidemic prevention and control. Li officially announced that the delivery would be delayed and apologized.
Li officially announced that the delivery would be delayed and apologized. On April 20th, Li officially issued a statement about Li's delayed delivery. Li said that since the end of March, due to the requirements of epidemic prevention and control, some supply chain enterprises in Jiangsu, Zhejiang and Shanghai in Li have been unable to supply.
Therefore, it had a great impact on the production in Li in April, causing some users to postpone the delivery of new cars. I apologize for that. At present, Li is working with supply chain enterprises to actively restore production capacity while meeting the requirements of epidemic prevention and control. We strive to control the delivery delay of users within 3 weeks.
On April 18, CEO Li Xiang posted a message on social platforms, calling on car companies to analyze and check the survival problems of small and medium-sized parts suppliers in advance and provide timely help.
Li Xiang said: "In this round of Omicron epidemic, all automobile brands should not only solve the problem of spare parts supply in front of them, but also do a special management job: analyze the survival problems of small and medium-sized spare parts suppliers in advance, including Class III, Class IV and Class V, which you never need to manage before. In short, analysis and investigation in advance, cooperation with first-and second-tier suppliers, assistance will support decisive action. "
Besides Li, another new force, Nezha Auto, is also facing the problem of delayed delivery. According to the complaint of Black Cat, Nezha Auto was collectively complained by prospective car owners because of the late delivery of the intelligent version of V Pro.
In this regard, Nezha Auto responded to the relevant media that due to the shortage of chip resources, the scheduling will take about 3 months. At present, this model has stopped taking orders.
According to public data, in the first quarter of this year, Li delivered a total of 365,438+0,765,438+06 new cars, up 65,438+0% year-on-year, and only won the runner-up than Li ONE. As a second-tier brand, Nezha Automobile delivered 30 152 new cars in the first quarter, up 305% year-on-year.
The automobile industry is concerned that the shortage of parts and components in the automobile industry has become a common phenomenon since March this year under the background of repeated epidemics and supply chain shortage in COVID-19. Previously, a number of automobile companies announced the suspension of production due to the shortage of supply chain, including Weilai Automobile, the tank brand of Great Wall and Dongfeng Nissan. In addition, He, the founder of Xpeng Motors and CEO of Huawei's consumer business, and Yu Chengdong, CEO of smart car BU CEO have also frankly worried about the automobile supply chain because of the tight supply chain.
On the evening of April 14, He Zheng, the founder of Xpeng Automobile, wrote in Weibo, "If the supply chain enterprises in Shanghai and surrounding areas can't find a way to resume work dynamically, all the automakers in China may have to stop production in May." Yu Chengdong said: "Huawei has just entered the automotive field, and it is not familiar with or familiar with the supply situation of the industry. It is not clear that the whole industry lacks core to such a serious extent. "
From the specific analysis, the tight supply chain of the automobile industry is mainly due to the decline or stagnation of factory capacity caused by the epidemic, and the logistics of key automobile parts is interrupted or delayed due to the epidemic. Fortunately, at present, the automobile industry is returning to work in an orderly manner, including Volkswagen, SAIC-GM, SAIC passenger cars and Tesla, which all appear in the "white list" of the first batch of 666 key enterprises in Shanghai.
Li officially announced that the delivery would be delayed and apologized. On April 20, Li officially issued a statement on the delay in delivery. It is reported that this statement said that since the end of March, some supply chain enterprises located in Jiangsu, Zhejiang and Shanghai have been unable to supply due to epidemic prevention and control requirements. Therefore, it had a great impact on the production in Li in April, causing some users to postpone the delivery of new cars. I apologize for that.
In addition, Li is cooperating with supply chain enterprises to actively restore production capacity while meeting the requirements of epidemic prevention and control. Strive to control the delivery delay of users within 3 weeks.
In early April, Li released the delivery data for March 2022. In March, 2008, Li delivered 1 1034 vehicles to Li Yi, an increase of 125.2% compared with 202 1 in March. In the first quarter of 2022, Li delivered a total of 365,438+0,765,438+06 vehicles, a year-on-year increase of 65,438+0%. At the same time, Li announced that since April 11800 yuan, the price of Li ONE has been raised, and the national unified retail price has been raised from the current 338,000 yuan to 349,800 yuan.
Since delivery, the cumulative delivery volume of Li ONE has reached 65,438+055,804 vehicles. By March 3, 2022, there were 2 retail centers in Li Quanguo, covering 102 cities. There are 287 after-sales maintenance centers and authorized body body body painting centers, covering 2 1 1 city.
Li officially announced that the delivery would be delayed and apologized. On the evening of April 20, Li said in the notice issued by APP that since the end of March, some supply chain enterprises in Jiangsu, Zhejiang and Shanghai have been unable to supply due to epidemic prevention and control requirements. Therefore, it had a great impact on the production in Li in April, causing some users to postpone the delivery of new cars.
"At present, Li is working with supply chain enterprises to actively restore production capacity while meeting the requirements of epidemic prevention and control. We strive to control the delivery delay of users within 3 weeks. " Li said.
At present, production is affected, which is a problem faced by most automobile enterprises. Previously, FAW Group, Tesla, BMW Brilliance, Great Wall Motor and Weilai Automobile all announced the information of production suspension to the outside world. In March this year, the output of BMW Brilliance, Beijing Benz, FAW-Volkswagen and many other car companies has fallen sharply.
At present, the suspension of production of upstream auto parts enterprises has a great impact on the automobile industry chain. There are many auto parts enterprises in Jiangsu, Zhejiang and Shanghai. According to the survey data of enterprises, there are about 24,000 "auto parts" related enterprises with a registered capital of more than 50 million, of which 735 1 is in Jiangsu, Zhejiang and Shanghai, accounting for 30.6%.
Due to the epidemic, many parts companies located in Jiangsu, Zhejiang and Shanghai could not supply OEM in time. A supplier of self-driving wiring harness chassis in Jiangsu, Zhejiang and Shanghai said that there are three main problems at present. First, the logistics receiving and dispatching cycle is extended, and the parts used for production are not delivered in time; Second, some people need to be isolated at home; Third, the number of customer visits is limited.
An executive of an independent car company said in an interview with the First Financial Reporter that there are about 200 parts suppliers in a car company, but now most car companies have little spare parts inventory. As long as one part is missing, the car will not be produced.
It is impossible for car companies to spend all their money on spare parts if they want to reduce the cost of using funds. He said, "Enterprises that produce auto parts also need to purchase parts, including some materials. Therefore, if the upstream of spare parts enterprises is in the area where the COVID-19 epidemic occurred, they can't produce, which also leads to the failure of the main engine factory to supply in time.
However, at present, car companies are gradually resuming production. After Weilai Automobile released the news of production suspension on April 9, April 14 indicated that the supply chain had recovered slightly and the Hefei production base was gradually resuming production, but the subsequent production plan still depended on the recovery of the supply chain. In addition, as of April 17, all the five main engine plants of FAW Changchun have resumed work, with a total of 7,438 people returning to work, and all the factories of FAW Hongqi Ulsan, FAW Volkswagen and FAW Yue Feng have been offline. 473 spare parts suppliers resumed work, with a return rate of 94.2% and a recovery rate of 80%.
For some enterprises in the epidemic area to gradually resume production, some insiders of car companies told reporters that it is still difficult to resume production at present. One is the logistics problem, foreign parts can't get in, and the other is that people can't get together, only a few people can get into the factory. However, a recent research report released by Guotai Junan shows that the expectation of returning to work is gradually rising, and the bottom position is clear, which is more optimistic than before. With the expected resumption of work in Shanghai's automobile industry chain, the supply side of passenger cars has gradually improved.