Earthquake Affects Japan's JV Factory's Japanese Brand Capacity Reduction in China

Although Japanese car manufacturers have gradually resumed production, they are constrained by the power gap.

Two weeks ago, Dongguan's Japanese distributors also said in unison that there would be no problems with car supply. This week, some media disclosed that Dongfeng Nissan’s Xiangfan plant was suspended in a large area, and vice president of FAW Mazda Sales Co., Ltd. Yu Hongjiang also broke the news on Weibo on Tuesday, and has confirmed that Mazda will stop production before April 15. There is no timetable for when to resume production.

Some Japanese brands no longer press the dealers

According to media reports, due to the earthquake in Japan, Dongfeng Motor Co., Ltd.'s production plan at the Xiangfan plant was less than one-third of the usual production time and was in a state of semi-discontinuity. However, Dongfeng Nissan Market Minister Guo Wei made a stop production statement on Tuesday. Denied, and said that according to the current Nissan parts in China, the reserves can be supported until the beginning of April, before this will not reduce the factory's scheduling and distributors of the normal supply.

However, news from Dongguan Dongfeng Nissan dealer Dongfeng South said that due to the impact of the earthquake, the current manufacturer's "production has indeed decreased," but according to the accessories procurement and inventory before Dongfeng Nissan, still able to maintain normal production, supply of goods in Dongguan area There is still assurance that the person in charge of the Dongfeng South Market Department stated that apart from the longer order cycle of sunlight, other models of Dongfeng Nissan have the current car supply. “But if the accessory problem cannot be solved for a long time, it will be in the next half month. Internally, there may be a situation of supply disruption."

For Dongfeng Nissan, the impact of the earthquake on Xintianyu is most obvious because almost all the parts of the VQ engine on the Xintianhao model were imported from the Japanese headquarters, and the engine plant is only 60 kilometers away from the Japan Fukushima nuclear power plant. The impact can be imagined.

Compared to Dongfeng Nissan’s cautious remarks, Yu Hongjiang’s Weibo news was even more direct. “We have now confirmed that Mazda will stop production before April 15th and that it will not be possible to resume production after April 15.” Dongguan FAW Mazda Dealer Said that the production may be suspended Mazda's factory in Japan, FAW Mazda certainly will not stop production, but the dealer also said that since the earthquake in Japan, the supplier's supply of goods began to slow down, a clear signal is that manufacturers no longer Chasing the dealer asked to mention the car.

After the earthquake in Japan, Toyota and Honda also suffered serious damage to their Japanese factories. Each assembly plant and accessory factory with an unequal number announced its suspension. However, after about a week, these factories stopped production. . In response, the above two brands in Dongguan dealers all said that the current supplier supply of vehicles is still relatively normal, and the manufacturers have not issued relevant documents. “Toyota and Honda are generally doing full-year plans to purchase and supply parts. At the same time, there are several suppliers competing, so under the background of globalization of the market, the Chinese market has not been affected by the earthquake in Japan."

FAW Mazda intends to reduce the margin of preference

In an interview with a reporter, Dongguan FAW Mazda dealers said that due to tighter supplies in the future, the company intends to recover Mazda 6 and Ruiyi’s concessions. “If there is no inventory pressure, we are definitely willing to guarantee the sales profit of bicycles.” Yu Hongjiang also apparently Noting the signs of price increases in the market, he clearly stated that “FAW Mazda will limit the price increase of Ma 6 because Ma 6’s entry into the 150,000 yuan range is for the strategic purpose of competing for the A-class market.”

Dongfeng South in the treatment of price adjustments, the head of its marketing department said, "We will not adjust the price because of their own inventory and the number of manufacturers, we are more based on changes in the market and the situation of competitors Response: According to reports, the current discount of Chi Chun's entire system is up to 19,000 yuan. The preferential policies of Xintianhao are also consistent with those of the previous period and are maintained at around 20,000 yuan.

Toyota and Honda dealers said that because the car supply has not been affected, the market structure will not change much. At this stage, the price of each model will not be significantly adjusted. According to the reporter’s preferential information, 2011 Yaris has a cash discount of 10,000 yuan and a gift package of 5,000 yuan. Although the discount rate of this car has not yet reached the level of the old bank clearance, it is already a 2011 model. The maximum discount offered by dealers after the model is listed; Dongfeng Honda Civic now also has a cash discount of 8,000 yuan. In terms of price, it is GAC Honda that, in addition to providing accommodation for the 2011 model, the old model can make profits of 14,000 yuan, the dealers do not mention the preferential prices of the other two main models, Fengfan and Accord. They only buy it now. Accord can add 1 year of oil free of charge. Frontier can receive a 3,000 yuan energy saving allowance and free half a year of oil.

Japanese car companies add new block: power shortage is approaching

Since last week, Japan’s auto companies, which were hit hard by the earthquake, have gradually resumed production. In addition to the destruction of the production line base, Nissan’s engine plant in Fukushima, and some of the less damaged Japanese automobile assembly plants have resumed production.

Although transportation scheduling and spare parts supply are gradually normalizing, Japanese automakers have encountered a new challenge that they do not have enough electricity to keep the plant running.

A few days ago, overseas media reported that in the case of the Japanese earthquake that led to the collapse of several power plants in the country, the power gap may become more apparent as the factory's return to work and the use of air conditioners in summer become more apparent. One of the most important concerns is whether there is enough electricity to sustain two pillar industries in Japan: automotive manufacturing and electronics manufacturing.

Tokyo Electric Power Co., Ltd. supplies power to most parts of eastern Japan, including Tokyo, and the company said last week that it expects the electricity gap that will occur this summer to be equivalent to 15% of the peak value of electricity consumption. However, the Japanese Ministry of Economy, Trade and Industry estimates that the electricity gap will reach 25% this summer.

At present, Japan’s power system is making up the power gap through regional power outages. However, due to the lack of clarity and unpredictability of schedules for power outages, it has caused difficulties for the production schedule of auto companies. Even if electricity is stopped for only three hours a day, the impact on the car plant may be doubled, because the extra time is needed to shut down and open the production line.

In order to solve this major problem that may continue into this summer, Japanese industrial groups are considering the following remedial measures: First, staggering the production time of automobile manufacturers and electronics manufacturers; Second, reducing the overall number of manufacturers Electricity consumption only ensures that each company can maintain the minimum amount of electricity used in production. However, companies do not need to consider temporary power cuts. Third, there is an alternating start between car manufacturers.

For the three solutions offered by the industry, an official of the Japan Automobile Manufacturers Association stated that “the first two options are more feasible” because “suppliers and labor organizations will oppose the third option if this is adopted. The program, a car manufacturing plant that is at its start-up time, can only force workers to work overtime day and night to produce vehicles and spare parts that meet the needs of the stop-production period."