The output has fallen to the freezing point, and it is urgent to rescue the market! Guangzhou plans to introduce a number of measures to escort the automobile supply chain

lately , A report issued by the Ministry of industry and information technology of Guangzhou is called 《 Some measures taken by Guangzhou to support the stabilization and reinforcement of the chain of automobile and core parts industry 》（ hereinafter referred to as 《 Several measures 》） The file of , Immediately attracted the attention of all parties .

according to 《 Several measures 》 Pointed out in , Guangzhou plans to introduce a number of measures to support the high-quality development of automobile and its core parts industry . This includes encouraging automobile enterprises to implement “ supplier AB Angle plan ”、 Establish key enterprises “ White list ” And promote mutual recognition in key areas to ensure smooth logistics in the supply chain 、 Proximity construction “3+5+2” New pattern of automobile industrial park 、 Support the establishment of a total scale 200 Five major measures such as the billion Yuan Guangzhou intelligent Internet connection and the new energy vehicle industry development fund .

Just released 4 Monthly car market production and sales data , Undoubtedly, it just outlines the importance and urgency of the background of this document .

Affected by the suspension caused by the sudden epidemic in Shanghai's automobile industry , Domestic car market 4 Monthly production fell to freezing point .

The data of the ride show ,4 Domestic passenger car production in January 96.9 Thousands of cars , Year-on-year decline in 41.1%, fell 46.8%, The pressure . Among them, the production of luxury brands decreased year-on-year 57%, fell 43%; The production of joint venture brands decreased year-on-year 56%, fell 58%; The production of independent brands decreased year-on-year 20%, fell 38%.

As one of the industrial chain hubs of the national automobile manufacturing system, Shanghai , The supply chain has been highlighted again under this epidemic “ Vulnerability ”, Undoubtedly sounded the alarm of the industry .

So , For Guangdong Province, which ranks first in China's automobile production , How to build a more safe and controllable industrial chain and supply chain system , More urgent .

Kung Fu cars see , The five dimensional measures proposed in this document , In fact, it is around “ Chain stabilization ”、“ Complement chain ” as well as “ Strong chain ” The concrete of the three core objectives “ strategy ”.

（1）“ Chain stabilization ”—— except “ White list ”, Also encourage “AB horn ”

First , stay “ Chain stabilization ” aspect ,《 Several measures 》 In addition to clearly proposing to establish a normalized working mechanism and an industrial risk management plan , We should also establish key enterprises “ White list ”, And push “ White list ” Mutual recognition in key areas , Strive to ensure “ White list ” The logistics of the enterprise is smooth in a special period .

secondly ,《 Several measures 》 Also encourage the implementation of “ supplier AB Angle plan ”, That is to promote automobile enterprises in core parts 、 Layout of key areas such as important materials AB More than two suppliers , Select at least one supplier in the local and surrounding areas , Form an effective alternative support .

and , Guangzhou will also take responsibility for the introduction of new products “AB horn ” Functional sales companies 、 Manufacturing companies , as well as “ Chain owner ” Enterprises 、 Vehicle enterprises 、 Leading enterprises shall be rewarded accordingly .

as everyone knows , As a of Japanese cars “ Important town ”, Most of the supply chains of Guangzhou's automobile industry are mainly Japanese , The supply chain of Japanese car enterprises has been based on “ closed ” Well known in the industry , It is generally difficult for foreign suppliers to enter the circle .

Institute of regional development, Guangzhou Academy of social sciences 、 Jiang Li, a researcher of Guangzhou Urban Development Strategy Research Institute, said in a media interview earlier , At present, the purchase amount of traditional automobile enterprises in Guangdong is about 50%-70% From Japanese suppliers , It is difficult for local and suppliers to access their restructured production network in Guangdong , Suppliers from other countries are unwilling to invest in Guangdong because they have no supply market .

Guangzhou is going to pass “AB Angle plan ”, To try to break this “ Predicament ”.

in fact , Previously pioneered by Toyota “ Zero stock ” Lean production management , Although it has been followed by global car companies , But in recent years, with various “ The black swan ”、“ Grey rhino ” And so on , This model has also begun to be questioned .

Even Toyota has realized , The production cycle of key auto parts is too long , Will not be able to cope with the impact of devastating shocks such as natural disasters . Therefore, Toyota also decided to stockpile key auto parts on a regular basis , And to put forward “ Business continuity plan ”, That is, the supplier is required to reserve... For Toyota 2 To 6 Months of chips .

So , We are 《 Several measures 》 Also seen in , Guangzhou also clearly encourages the shortage of parts 、 Appropriate stock of materials . It also supports primary suppliers to establish secondary suppliers in Guangzhou 、 Third tier supplier parts warehouse , And give corresponding subsidies .

（2）“ Complement chain ”—— New pattern + A new model

The automotive industry in the midst of a century of great changes , It has become increasingly aware that the growth of traditional automobile supply chain has been relatively weak . Especially at a time when the sales of new energy vehicles are soaring , A brand-new automobile value chain and supply chain are accelerating the reconstruction .

At present, the general consensus in the industry is , Among the multiple challenges faced by the domestic automobile supply chain , How to solve what “ thetime ” Our core products and technologies are the top priority .

For this problem ,《 Several measures 》 It also puts forward many “ Solution ”.

“ Proximity construction ‘3+5+2’ New pattern of automobile industrial park ” Is one of the highlights . The document states , Guangzhou will build Panyu AIAN 、 The flower capital opens the morning 、 Huangpu Xiaopeng and other three “ Intelligent networking and independent brand innovation base of new energy vehicles ”; Support Huangpu 、 Zengcheng 、 Huadu 、 Nansha 、 Panyu and other districts will build high-end auto parts industrial parks , The output value shall not be lower than that of the whole vehicle 1:1 The goal of , Strengthen and expand the core auto parts industry ; Promote Guangqing 、 Guangmei Industrial Park actively connects with automobile and core parts enterprises in Guangdong, Hong Kong and Macao Dawan district .

thus it can be seen , The future, Ian 、 Qichen and Xiaopeng will become three shining business cards of new energy vehicles in Guangzhou , At the same time, the auto parts industry can also carry out differentiated layout , Finally achieve complementarity .

On the other hand , We also see that the auto parts industry is still a weak link in Guangdong's auto industry . The above scholars point out that , At present, the foundation of auto parts industry in Guangzhou is still weak , Few suppliers master key core technologies , Moreover, the R & D investment of upstream suppliers is not enough .

Disclosure of information , In recent years, the ratio of vehicle manufacturing industry to parts manufacturing industry in Guangdong Province has basically maintained at 1:0.9 about , The proportion of mature automobile market in the world is 1:1.7.

So ,《 Several measures 》 China not only proposed to increase the intensity of attracting investment , encourage “ The whole band is zero ”“ Zero collocation ”, Promote the localization of primary suppliers of auto parts , In addition to improving the local matching rate of vehicle production , It also supports the establishment of a total scale 200 Billion yuan of Guangzhou intelligent Internet connection and new energy vehicle industry development fund , Attract social capital such as vehicle and upstream and downstream enterprises of the industrial chain to participate in , Set up a sub fund to follow up the investment of automobiles and core parts “ Expose the list and become a commander ” Technical research projects , Promote the industrialization of innovative achievements .

（3）“ Strong chain ”—— From manufacturing source to consumption , We should strengthen support

Last , stay “ Strong chain ” aspect ,《 Several measures 》 More from “ Manufacturing end ” To “ The sales side ”, Until then “ The consumer end ” Have given different ideas to solve the problem .

For example, in addition to promoting and improving the industrial environment and supply supporting facilities , In Industrial Technology , this 《 Several measures 》 It also puts forward innovative points different from similar policies in the past .

In view of the frequent “ Core missing ” trouble ,《 Several measures 》 Specifically, it is planned and deployed in the new stage of intelligent vehicle development “ Car specification level chip ”、“ Software and hardware collaboration ” And so on ; It will also cultivate an intelligent network connected automatic driving ecosystem , Explore measures to promote mass production and commercial application of flying vehicles . These are undoubtedly the trillions that Guangzhou has built with international competitiveness “ Smart car city ” Where is the bottom line of .

On the other hand , From the sales side to the consumer side ,《 Several measures 》 China also hopes to set up a certain reward mechanism to stimulate enterprises to continuously improve product competitiveness , Expand sales .

For example, the annual sales of new energy passenger vehicles reached 50000 car , And the annual sales volume increased year-on-year 10% The above , Guangzhou will give sales 0.5% A one-time reward for , The maximum reward for a single enterprise shall not exceed 2000 Ten thousand yuan ;

The annual supply of power battery enterprises reached... For the first time 5GWh（ Gigawatt hours ） Of , Give no more than 1000 A one-time reward of 10000 yuan ; The annual supply of hydrogen fuel cell enterprises reached... For the first time 10MWh（ Megawatt hours ） Of , Give no more than 1000 A one-time reward of 10000 yuan .

Last , In the current depressed consumer side ,《 Several measures 》 It is also suggested that subsidies should be given in the scenes from car purchase to actual car use , Encourage the application of new energy vehicles .

before , Guangzhou has taken the lead in introducing energy-saving vehicles that are not limited to local registered residence “ Deregulation of purchase restrictions ” policy , Now in the 《 Several measures 》 China also further said that it would gradually increase the number of incremental indicators of new energy vehicle enterprises and individuals , This is a good signal for new energy vehicle enterprises and consumers .

（4） Kung Fu shooting

After the outbreak in Shanghai , Improving the stability of manufacturing supply chain is undoubtedly the most urgent new consensus in the industry .

As the province with the largest automobile output in China , It is urgent to stabilize and strengthen the chain of Guangdong automobile industry . and 《 Several measures 》 The proposed , In addition to providing more stable services for the automobile industry in Guangzhou 、 More secure 、 Beyond the more attractive growth soil , It will also build Guangzhou into a trillion level with international competitiveness “ Smart car city ” Escort .