The impact of the Great Earthquake in Japan on the production of Chinese Japanese joint-venture car companies continues. The crisis of insufficient supply of imported spare parts and capacity reduction has not been lifted yet.
Recently, the reporter found in the auto market survey that some of the hot models of Japanese brands have begun to appear out of stock. Honda China stated that at present, Honda’s joint-venture car companies in China will never stop production, but in the future, the development of the situation will not rule out the possibility of production cuts. Nissan China stated that there is no plan to reduce production in China, and it is even less likely to stop production.
Some Japanese hot models begin to be out of stock
When reporters visited major auto dealerships in Beijing, they found that most of the Japanese joint-venture brand car dealers were trapped in inventory. Some dealers’ hot models, colors, and configurations were already out of stock, and the new cars had to wait at least one month. time.
The reporter learned from a Dongfeng Nissan 4S shop that the inventory of new cars in the store continued to decrease. The current supply of the manufacturers could not meet the demand. Some hot models need to increase their prices and the time for lifting them was more than a month. Sales staff said that after the earthquake, the store had ordered more than a dozen new cars to the manufacturers to prepare for the lack of demand, but the previous inventory was running out. If this continues, it is not only possible to increase prices after half a month. And not necessarily buy a car.
A Guangqi Honda dealer said that, except for a few car models with less attention or colors, the inventory of hot models is still relatively abundant, and within a certain period of time, there should not be greater fluctuations.
“As the Japanese earthquake has caused the supply of imported spare parts to be insufficient, the current manufacturers have staggered the production plan of the Camry 2.0L. At this stage, it is possible that all 2.0L production will be suspended until June.†A Beijing-based GAC Toyota 4S marketing staff told Reporter, the relatively hot Japanese JV brand models have been affected. The Camry is the main sales model of GAC Toyota. With the exception of the 2.4L part of the color and configuration, there are also a small number of cars. The 2.0L system has no inventory, and The manufacturer informed the distributor that the production plan of the 2.0L department was staggered. The specific time and arrangement were not yet determined. The current distributors are negotiating with the manufacturers.
Jia Xinguang, a senior analyst in the automotive industry, said in an interview with reporters that the Japanese joint venture’s imported parts inventory can last for an average of about one month. If the Japanese parts and components factory cannot resume normal production for a long time, it is bound to be the Japanese joint venture. Bring a crisis of production cuts or even production cuts.
Nissan China Denies Rumors to Reduce Production
Jia Xinguang told reporters that even if a Japanese joint venture must go to stop production, it is very likely that some models will be adopted and some will be discontinued, and other models with high sales or localization rates will continue to be produced. At the same time, Japan’s domestic auto sales will be difficult to recover for a short time. Japanese auto makers will focus on overseas markets to supply parts and components, and may adopt a global production plant to coordinate production and supply and increase the production capacity of its overseas parts production plants. This will effectively alleviate the crisis of insufficient supply of spare parts in overseas markets.
In an interview with reporters, Zhu Linjie, director of Honda China’s public relations department, said that Honda’s joint venture in China has not been affected by the shortage of imported parts. At present, Honda will never stop production. However, the development of the future does not rule out the possibility of production cuts. . Zhu Linjie told reporters that the Honda Japan parts production plant will plan to resume production at the beginning of April, and the production capacity will only reach 50%, and will continue for some time according to the changes in the disaster recovery situation in Japan. Despite the restoration of production, the reduction in the production of spare parts will have a continuing impact on the spare parts inventories of joint ventures in China. If it is not possible to restore 100% of its production capacity as soon as possible, the joint venture’s imported spare parts inventory will likely continue to last from normal times. decline.
Shen Li, director of PR China, Nissan, said in an interview that several Nissan plants in Japan have resumed production in late March, but production capacity may be only about half of the normal period. Shen Li also denied rumors that Dongfeng Nissan will cut output by 10% in April due to insufficient inventory of imported parts. Shen Li said that at present Nissan’s parts inventories of joint ventures in China can still be maintained for a period of time, while the holiday overtime system was temporarily suspended to slow production. Nissan has no plans to cut production in China, and it is even less likely to result in production stoppages.
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