2020年1月23日，中国官方宣布武汉封城，众所周知湖北武汉是中国汽车工业重镇，仅整车厂就有东风本田、神龙汽车、东风乘用车等10家，2019年汽车产量达到了224万辆，占中国总产能的8.8%。除整车厂外，湖北省公布的汽车制造业零部件企业数超过1000家，汽车零部件供应商如法雷奥、博世和汽车天窗生产商Websto在武汉都设有生产据点。由于疫情的影响中国推迟了春节复工的日期，给本身就不景气的汽车工业蒙上一层阴影。
On January 23, 2020, China officially announced the closure of Wuhan. Wuhan in the Hubei province is a major city in China’s auto industry. There’re 10 OEMs (Original Equipment Manufacturers) including Dongfeng Honda, Shenlong Motor, and Dongfeng Passenger Car. In 2019, their output reached 224; 10,000 vehicles, accounting for 8.8% of China’s total production capacity. In addition to OEMs, Hubei Province has more than 1,000 companies manufacturing auto parts. Auto parts suppliers such as Valeo, Bosch, and automotive sunroof maker Websto have production lines in Wuhan. Due to the impact of the epidemic, China has postponed the resumption of the Spring Festival, casting a shadow over the sluggish auto industry.
2月6日，汽车行业颇为罕见的一幕在天津发生。北京奔驰向天津武清区发函，恳求政府同意其辖区内的19家汽车零部件企业在2月10日复工。否则，“北京奔驰每天损失将达到4亿元人民币，为京津冀经济发展带来巨大损失”。零部件企业复工难，带来的停工后果是全球性的。现代汽车在韩国的7家汽车工厂将停工。 现代汽车成了首个因疫情而停工的中国以外的整车厂。除了现代，日本的雷诺尼桑也相继关闭了在日本的工厂。FCA首席执行官Mike Manley表达了自己的担忧，他们在欧洲的一家工厂可能会由于来自中国的零部件供应问题，在2月底或3月初出现停产风险。上海的特斯拉工厂将农历新年后的复工日期从1月31日推迟到2月10日，这影响了原计划于2月在当地生产的Model 3的交付计划。
**On February 6, a rather rare scene in the automotive industry took place in Tianjin. Beijing Benz sent a letter to Tianjin Wuqing District, urging the government to agree that 19 auto parts companies in its area will resume work on February 10. Else, « Beijing Benz will lose 400 million yuan per day, which will bring huge losses to the economic development of Beijing, Tianjin and Hubei. » It’s difficult for component companies to resume work, the consequences of the shutdown are global. Hyundai will suspend operations at seven car plants in South Korea. Hyundai became the first OEM outside China to suspend activities due to the outbreak. In addition to Hyundai, Japan’s Renault Nissan has also closed its factories in Japan. FCA CEO Mike Manley expressed his concern that a plant in Europe might face a risk of production shutdown at the end of February or early March due to supply problems from China. The Tesla factory in Shanghai has postponed the resumption of work after the Lunar New Year from January 31 to February 10, which affected the delivery schedule of Model 3 originally planned to be produced locally in February.
根据行业专家的预测，受病毒影响，如果工厂关闭至3月中旬，将导致中国汽车产量减少170万辆。 根据CATARC在2月13日发布的研究，如果病毒持续到2020年第3季度，在最好的情况下会减产0%-3％，而在最坏的情况下会减产10%-20％。现在中国的面临的挑战不仅仅是防止疫情的扩散，而是一个进退两难的问题，如果职工返岗的话，就不能完全控制疫情传播，而不返岗的话，经济将会受到巨大损失。
According to industry experts’ predictions, if plants affected by the virus are closed by mid-March, it will lead to a reduction of 1.7 million cars in China. According to a study released by CATARC on February 13, if the virus continues into the third quarter of 2020, it will reduce output by 0%-3% in the best case and 10% -20% in the worst case scenario. The challenge facing China now is not only to prevent the spread of the epidemic, but also a dilemma. If employees return to work, they cannot fully control the spread of the epidemic, and if they do not return, the economy will suffer huge losses.
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