Japanese car companies stop production, the Chinese auto market or the current chain reaction

Last week, a 9.0-magnitude earthquake caused catastrophic damage to Japan. As a result, the vast majority of auto companies in Japan announced the suspension of production. In the Chinese auto market, due to the suspension of production by Japanese auto makers and the difficult date for resumption of production, Japanese brands' imported cars and imported parts and components are facing a situation of “defects”.

The reporter also learned from the market that in this case, some Japanese imported cars have seen price increases.

Damage to parts and components companies Serious car companies to stop production of spare parts At present, Toyota, Honda, Mazda, Mitsubishi, and Subaru companies in Japan have all announced that they have stopped production, and many companies have also extended production stoppages.

According to the latest news released by Honda China, according to preliminary understanding, the production plans of Guangzhou Automobile Honda, Dongfeng Honda and Honda Automobile (China) until the end of this week will not be affected; in terms of motorcycles and other products, production by the end of March The plan will not be affected. At the same time, Zhu Linjie of Honda’s China Daily reported to reporters yesterday that as of the end of this week, the parts supply of Honda’s joint venture company is normal and will not be affected for the time being. However, he disclosed that due to the suspension of production of some parts and components plants in Japan and no resumption of production date, some parts and components supplied by Honda Automobile to domestic joint venture companies will not be affected in the future, but it is currently impossible to predict the specific situation. At the same time, he did not give a definite answer as to whether or not the Japanese factory can resume production after the 20th.

Compared with the open attitude of Honda Motors, Toyota Motor showed a rare silence. Toyota’s China Public Relations Department responded to reporters yesterday: “The 12 factories of Toyota Motor have stopped production from March 14th to 16th, and Japan has not given clear instructions on further plans after the 16th.” Another source said that Toyota's Hino Motor Co.'s domestic factories have suspended production. Some industry sources expect that the shutdown of Toyota Motor's entire plant for only two days will affect its production of about 40,000 cars.

The reporter also learned from Mitsubishi Motors China’s relevant person in charge that Mitsubishi’s factory is located in central Japan and has not been damaged, but Mitsubishi’s parts suppliers in the northeastern Japan are affected by disasters. In order to ensure production and understanding of the situation, Mitsubishi will The production was stopped before the 16th. As for the production plan after the 17th, as of the time of the press release, no details were announced.

Ma Miao, China's public relations manager, said that Mazda will stop production until March 20. Since the plant was located in western Japan and was not damaged by the earthquake, Mazda had to stop production due to the damage of parts suppliers to reserve some spare parts. .

The impact of domestic production is not yet apparent that the price of imported vehicles is currently rising. Currently, there are several joint ventures in Japanese auto companies in China, including Dongfeng Nissan, Dongfeng Honda, FAW Toyota, GAC Toyota, and GAC Honda. For the suspension of production of Japanese companies, most of the responsible persons of these companies stated that they did not have much influence on domestic cars.

In response, Dongfeng Nissan executives said in an interview with the media that due to the high localization rate, the impact was limited. However, some industry insiders said that although Japanese car brands currently have joint ventures in Huada, and have increased the localization rate in the Chinese market, they have not yet reached 100% localization, on some key components. It is also necessary to rely on imports, but for a vehicle that is a precision product, it will not be possible to have one missing part. Therefore, if the time of this suspension of production continues, or if the parts supplier fails to resume production in due course, it will be necessary to find other suppliers. Time.

From the data of last year, China and Japan are both important sources of imports. China is Japan’s largest trading partner, the largest export destination, and Japan’s third largest trading partner and third largest export destination.

According to statistics compiled by the China Association of Automobile Manufacturers, the import data of complete vehicles provided by the General Administration of Customs show that in 2010, China imported more than 200,000 vehicles from Japan to reach 248,800, ranking first in China’s auto importing countries.

At present, the reporter learned from the market that the price of the Toyota Prado 2.7-liter model has risen by several thousand dollars. Mitsubishi Motors's imported SUV model listed in China last year was dazzling, and it has been very tight since its launch. The reporter also learned from the dealers that at present, the car is still in a stressful state. A sales person in Beijing told reporters: “The next batch of vehicles still do not know when they can arrive, so the source of the car may be more intense in the future, and prices may rise.”

The reporter also learned that currently on the market Japanese imports of car brands, Yingge and Infiniti have suffered less, especially the Acura brand, due to the sale of the three models, in addition to RL models in the daily production, MDX and TL models All are manufactured in North American factories, so they are minimally affected. In addition, because most of the Lexus brand cars are produced in Japan, the source of the car is relatively large, but according to Lexus China, there is still a certain amount of inventory in the country, so it will not affect the market supply in the short term.