Hubei's parts manufacturers have resumed work, and the global automobile industry chain can finally run again.

The by-product air hose from Wuhan, Hubei Province was cut off, which directly led Japanese automobile manufacturer Nissan to issue shutdown warnings to its global factories in Malaysia, the United States, Britain, Spain, Russia and India.

This is the "rear area" on which almost all world-renowned automobile manufacturers rely-the "butterfly effect" brought by the suspension of production in China and Hubei to the global automobile industry chain. The sudden braking of Hubei Parts Manufacturing Industry Group has brought automobile enterprises in Germany, the United States, France, Japan and South Korea to a standstill.

The "skeleton foundation" of global cars

According to the number of parts catalogue compiled by the state, there are 74 kinds of automobile parts assemblies, of which the number of parts in each assembly ranges from a dozen to thousands. If interchangeable and universal standard parts such as bolts, nuts and gaskets are counted together, an ordinary family car will be loaded with about 20,000 non-detachable independent parts.

20,000 parts are framed into a "skeleton structure" of an automobile foundation, and each of these "skeletons" needs corresponding professional-level suppliers for supporting production.

According to the statistics of China Automotive Technology Research Center, there are more than 65,438+million auto parts related enterprises in China, and more than 65,438+million auto parts enterprises with transnational investment. By the end of 65438+February last year, there were 6025 registered parts integration and parts production enterprises in Hubei Province.

A noteworthy data is that among the 103 auto parts development zones in China, Hubei Province ranks second after Anhui Province (15) with 13 development zones. Xiangyang ranks first in Hubei Province with 4 development zones, with 3 in Huanggang, 2 in Shiyan and Wuhan, and 1 in Shishou and Huangshi respectively.

In addition to state-level development zones, Hubei also has Wuhan Donghu Automobile Industrial Park, Jingang Automobile Parts Industrial Park, Hongshan Automobile Parts Industrial Park, Jingzhou Automobile Parts Industrial Park, Xiaogan Automobile Parts Industrial Park and other industrial parks.

According to Hubei Automobile Industry Association, there are more than 300 auto parts enterprises above designated size in Hubei Province, including Bosch, Delphi, Valeo, Webster, Honeywell, Gertrak, ZF, Denso and other well-known overseas auto parts giants, all of which have been deployed in Hubei for many years.

Other local parts manufacturers, including Daye Hanlong Engine, Sanhuan Group, Shanghai Natie Clothing, Sheng Jun Electronics, Hubei Qixing, TPV Display and Fuyao Glass, have also taken root in Hubei.

Among them, the French parts giant Valeo, founded in 1923, was the first leading enterprise to enter Hubei, and was also one of the world's top 500 enterprises introduced in Hubei.

From 65438 to 0994, Valeo Automotive Air Conditioning (Hubei) Co., Ltd. landed in Jingzhou as a joint venture, becoming the first batch of factories of Valeo in China. In 2004, Valeo established the first technical center for research and development of automobile lighting in Wuhan. Subsequently, Valeo laid out business segments including air conditioning, automobile lighting, powertrain thermal system and lamp business technology center in Hubei. In June 5438+last year 10, Valeo China R&D Center landed in Wuhan Economic and Technological Development Zone.

At present, Valeo has four factories and one R&D center in Hubei Province, with more than 1900 employees. The relevant person in charge of Valeo said in an interview with the media, "The company's two factories in Jingzhou, Hubei Province officially resumed work on February 2 1. Early resumption of work is specially approved by the government, responsible for rescue and related epidemic prevention production. The resumption rate of two factories in Jingzhou is over 90%. The two factories in Wuhan have gradually resumed production and resumed work in mid-March, and are now in the stage of output climbing. "

The factory of Bogwarner, an American parts company deeply involved in the field of automobile drive, in Wuhan Caidian Economic Development Zone officially resumed work in mid-March, and is now moving towards a state of full resumption of work. She Tao, general manager of Borgwarner Wuhan factory, said in an interview with Chutian Metropolis Daily: "The factory now mainly produces according to the priority of customer orders, and it is carried out in small batches. "

A person from Bosch China's public relations department said in an interview with the media that "Wuhan Bosch Huayu, which produces steering systems, has basically resumed work. But the capacity of each factory is different. Generally speaking, the supply chain is not a problem. Now it is mainly the demand side of the automobile market. "

Parts enterprises give priority to resuming production, and the global industrial chain tends to be stable.

As the core place of global auto parts, the restart of Hubei parts enterprises is particularly touching.

At the press conference held by the State Council Press Office on March 13, Vice Minister of the Ministry of Industry and Information Technology proposed to support Hubei auto parts industry to resume production first.

Hubei is the fourth largest automobile production base in China. During the epidemic prevention and control period, some multinational companies, such as Volkswagen, BMW and Hyundai Motor, pointed out that because some parts are produced in Hubei, the enterprises have insufficient inventory, and if they cannot resume production in time, they will face the dilemma of stopping production.

There are also some supporting manufacturers of China automobile enterprises in Hubei, among which Guangzhou Automobile Group 156 spare parts enterprise is located in Hubei among more than 400 domestic suppliers.

In view of this situation, on the one hand, the Ministry of Industry and Information Technology organized Hubei authorities and enterprises to start emergency stock supply to solve the difficulties and problems faced by some enterprises. Take Hyundai Korea as an example, its domestic wiring harness production supporting enterprises are located in Hubei and Shandong respectively, and Hyundai stopped production due to wiring harness supply problems.

Therefore, the Ministry of Industry and Information Technology negotiated with relevant enterprises to quickly resume work and production, giving priority to solving the "blocking points" and problems of these enterprises. At present, South Korea's modern production and operation order has returned to normal.

"From the current point of view, Hubei auto parts enterprises have resumed production in an orderly manner. The resumption of work in China's auto industry is progressing in an orderly manner and has played an important role in the stability of the global supply chain. " New Guo Bin said.

According to the statistics of the General Administration of Customs, in 20 19, China's auto parts enterprises exported more than 60 billion US dollars, of which 40% were exported by subsidiaries of foreign-funded enterprises in China. More data shows that more than 80% of auto parts in the world are closely related to China manufacturing.

Just one week before the press conference to support the priority resumption of Hubei auto parts industry, the 4 1074 train loaded with 9,200 car seats and 9,520 back frames left Wuhan at full speed, and its destination was the parts loading and unloading base of FAW Car Co., Ltd. in Changchun, Jilin.

This is the first train with auto parts and hope since Wuhan implemented traffic control due to the epidemic.

PricewaterhouseCoopers China pointed out in the report "Four Measures for the Automobile Industry to Meet the Challenge of Epidemic" released on February 13, 2003 that "among the top ten suppliers in the world, about 40% of the production plants and R&D centers are in the hardest hit areas. Due to the high integration and interdependence of the automobile industry, the possibility of changing suppliers in the short term is low, which has hindered the production of parts suppliers in key epidemic areas. "

Li Feng, a partner of Deloitte's management consulting strategy and operation team, said in an interview with China Automotive News that "the long-term impact of the epidemic on the industry mainly has two aspects, one is the operational risk of small and medium-sized parts enterprises, and the other is the risk of supply chain substitution and loosening caused by' supply interruption'."

Wu Songquan, chief expert of China Automotive Technology and Research Center, believes that "the epidemic situation will not change Hubei's position as an important automobile parts manufacturing base in China. Hubei parts industry has formed a cluster advantage. After the resumption of production, in view of Hubei's important industrial status and transportation center status, the economic and technical conditions for spare parts supply have not changed. "

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.