The date of resumption of work in Hubei province is approaching, but the traffic between cities in the province is still not smooth. A number of internal employees of Dongfeng subsidiary told CRRC that they still need to wait for notice to resume work in an all-round way. Under the shadow of the epidemic, the procurement, production, logistics and sales of Dongfeng Group, a leading enterprise in Hubei Province, are at a standstill. Its subsidiaries have adjusted the target assessment of dealers, trying to reduce the impact of the epidemic on their operations through various measures.
Donation over 60 million? The time for returning to work cannot be determined.
On February 10, major domestic enterprises resumed work one after another, but Dongfeng Motor Group Co., Ltd. (hereinafter referred to as Dongfeng Group), whose production base is located in Hubei Province, did not go to work normally and still went to the front line of war.
As of the date of publication, the data provided by relevant persons of Dongfeng Group to CRRC show that Dongfeng Group and its subsidiaries donated 665,438+065,438+080,000 yuan to Hubei. Among them, the cash donation is 5 1 ten thousand yuan, and the total value of donated materials is 1, 0 1, 8438+0,000 yuan. In addition, Dongfeng Tourism set up an emergency convoy on June 24th to provide free services to the target communities.
Affected by the epidemic, Dongfeng Group, while fully carrying forward the spirit of central enterprises, also fell into a passive situation because it could not carry out its work normally.
"The state stipulates that companies in Hubei will start work in February 14, but every city in Hubei is closed and public transportation is not smooth, so everyone can't get out, whether it's going to Wuhan, Shiyan or Xiangfan. When to go to work, wait for the notice. " An employee of Shenlong Automobile, whose hometown is Xiantao, told CRRC. Even if the commencement date arrives, it is still difficult for Dongfeng people to work normally. "Some positions can work from home, but employees who work in factory manufacturing positions cannot work from home. If the factory starts when the epidemic has not been controlled, the epidemic is likely to be more serious. "
CRRC learned that since the closure of Wuhan on June 23, 65438, cities of all sizes in Hubei have entered the state of "city closure" one after another, and the day when enterprises in Hubei will return to work is just around the corner, but there is no news of the closure so far. "jiaozi, which we eat on the 15th day of the first month, is bought by people in the community. The community can't get out, and I don't know if 14 can go to work on time. " An employee of Dongfeng Group, whose hometown is Yichang, told CRRC.
Another internal employee working for Dongfeng Cummins Engine (headquarters: Xiangyang) told CRRC. Com, "I'm from Xiangyang. I'm at home now, but I just can't start work on time. Other news is unclear. "
Headquartered in Wuhan, the capital city, Dongfeng Group has major production bases in Shiyan and Xiangyang, ranking first among the top 100 enterprises in Hubei Province all the year round. Some insiders believe that the factory in Hubei will have to wait until April at the earliest, and the long-term closure will have a great impact on the automobile industry and the production of electronic components.
In the interview with CRRC, many employees of Dongfeng subsidiary have doubts about the commencement of construction on February 14 due to the unresolved practical problems in transportation and other aspects. In fact, Dongfeng subsidiary can't give a specific answer when it can resume work at present.
Planned reset? Subsidiaries cut dealer evaluation
Hubei province is one of the centers of Chinese automobile manufacturing industry. In 20 19, the output of passenger cars reached 2.24 million, accounting for about 10% of the national total output. Affected by the epidemic, Dongfeng subsidiaries with production bases in Hubei Province have re-set their plans for 2020, with Dongfeng Honda bearing the brunt.
Dongfeng Honda has three factories in Wu Hanyou, with the total production capacity of 20 19 exceeding 800,000 vehicles. Among the subsidiaries of Dongfeng Group, Dongfeng Honda's sales performance is second only to Dongfeng Nissan, but it is much more affected by the epidemic than other "brother" enterprises such as Dongfeng Nissan.
Honda has said that the Wuhan plant will stop production as planned until February 13. However, due to the fact that the number of confirmed cases in COVID-19 has not decreased, Honda announced an extension, and the specific time for returning to work will be notified separately. In addition, on February 1 1, Dongfeng Honda said that in order to alleviate the pressure on dealers, the company decided to cancel the sales target assessment for dealers in February 1 and give rebate support according to the actual sales1/0%. At the same time, business policies will be adjusted in time according to market conditions, and financing support for dealers will be increased.
Dongfeng Honda faces the same problem of returning to work, and there are two French automobile brands also headquartered in Wuhan-Shenlong Automobile and Dongfeng Renault.
It is worth noting that some workers of DPCA told CRRC that many workers chose to stop working at the end of 20 19 due to the decline of the company. "Has come to the point where there is nothing to do. Either get all the severance pay in one breath and leave, or choose to stop work, so you can get more than 1000 yuan a month. Most people I know have chosen to stop work. " In recent years, Dongfeng's two French automobile brands have performed poorly in the China market, and the delay in returning to work is even worse.
As for Dongfeng's own brand, some people in Dongfeng Shen Feng said that the work originally planned for February-March has been completely disrupted, and it is also a question whether the factory can resume work in February 14. Hubei is the base camp of Dongfeng Shen Feng and its biggest source of sales. This epidemic is obviously unfavorable to Dongfeng Group, which is developing great autonomy.
Dongfeng Nissan, the sales leader of Dongfeng Group and headquartered in Guangzhou, was relatively less affected by the epidemic. However, Dongfeng Nissan has a production capacity of 250,000 vehicles in Xiangyang base, and the situation is not easy.
During the epidemic, in order to reduce the impact on consumers, major domestic car companies have improved their online car purchase service policies. In order to ensure the healthy operation of dealers, Dongfeng Group, including Dongfeng Nissan, Dongfeng Honda, Shenlong Automobile, Dongfeng Ying finidi, and Dongfeng Shen Feng, adjusted their sales targets and policies in an attempt to reduce the pressure on dealers in an all-round way.
As of February 1 1, only 573 of the 2,895 4S stores of nearly 50 automobile dealer groups monitored and investigated in china automobile dealers association have resumed work, with a rate of 19.8%.
The inventory index reached 62.7%? The automobile industry is facing downward pressure again.
"The Spring Festival in 2020 is destined to make us unforgettable. The sudden COVID-19 epidemic not only threatens our life and health, but also has a great impact on the national automobile manufacturing industry with the delay of construction. Especially for Dongfeng Motor Co., Ltd., whose career development is located in Wuhan, Xiangyang and Shiyan, Hubei Province, it is at the core of the epidemic storm and faces the unfavorable situation with the greatest operating pressure and the most problems to be solved. " ? On February 10, Dongfeng Motor Co., Ltd. said in an open letter.
Before the epidemic swept through, the fifth plenary (enlarged) meeting of the ninth committee of China Dongfeng Company and the company's 2020 work meeting were held in Wuhan on June 65438+1October 65438+June 6. At the meeting, the business objectives and work guidelines for 2020 were clarified-"ensure two 40 billion yuan", that is, "ensure that the total profit of the company is above 40 billion yuan and the operating cash flow is not less than 40 billion yuan"; Sales of 3.75 million cars. Zhu Yanfeng, chairman of Dongfeng Group, stressed that it is necessary to successfully achieve this year's business objectives and implement this year's negative policy. Less than ten days after the meeting, the whole deployment plan of Dongfeng Group was completely disrupted by the epidemic.
It is understood that in addition to Dongfeng Group headquarters and Dongfeng subsidiary factory located in Wuhan, SAIC-GM's factory is also built in Wuhan. In addition, the factories of Bosch, Valeo, Webasto and other automobile suppliers are also built in Wuhan. Many analysts believe that the unfavorable start in 2020 will lead to unprecedented pressure on Dongfeng Group and even China's automobile manufacturing industry.
The latest issue of "Investigation on Inventory Early Warning Index of Automobile Dealers in China" released by china automobile dealers association shows that in June this year, the inventory early warning index of automobile dealers in China reached 62.7%, up 6.5 and 6.3 percentage points respectively over the same period of last month, and the inventory early warning index was still above the warning line. This is also the 25th consecutive month that the index has been above the warning line since 2065438+June 2008.
"In the short term, the annual revenue of listed companies headquartered in Wuhan (Dongfeng Motor) will be affected to some extent, and the revenue will drop sharply. 20 18-20 19 China's automobile market declined, and an epidemic occurred in 2020. In this context, the recovery of the entire automobile industry will undoubtedly be more difficult. " Song Qinghui, a famous economist, told CRRC.
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