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Shanghai factory shut down for 21 days, Tesla resumed production with twists and turns
2022-05-06

On April 19, the State Council Information Office held a press conference on the development of industry and informatization in the first quarter of 2022. Luo Junjie, spokesman of the Ministry of industry and information technology and director of the operation monitoring and Coordination Bureau, said that we should take multiple measures to break through the blocking points of the industrial chain and supply chain. Previously, the Ministry of industry and information technology has set up a white list of 666 key enterprises to ensure operation and transfer, mainly focusing on key industries such as semiconductor, automobile and medicine.

Among them, the automobile industry not only involves a wide range, but also has high requirements for collaborative production. This industrial attribute makes the restart a new big test.

On April 18, Bloomberg quoted Tesla's internal memo as saying that the super factory in Shanghai Lingang is recalling staff and will start the resumption procedure as early as that afternoon. This means that after three weeks of shutdown, the Gigabit factory with an annual output of more than 400000 vehicles will reopen. It is roughly estimated that Tesla's capacity loss during shutdown is at least 30000 vehicles.

In fact, Tesla also tried closed-loop production before stopping production, and specially investigated the wishes of employees in the Shanghai factory. However, Tesla finally found that there was not enough food to ensure a normal life, so it had to give up.

It is reported that after this resumption, Tesla will still adopt the closed-loop production mode. Since there are no dormitories in the Shanghai factory, Tesla will open up a specific area for sleeping, bathing, entertainment and catering, and provide each employee with sleeping bags, mattresses and some allowances. However, employees need to check their temperature twice a day and wash their hands four times a day, while nucleic acid testing needs to be carried out once a day for the first three days.

In this special environment, Tesla Shanghai factory is expected to accommodate about 400 employees. In addition, Tesla will prepare special passes for employees living in residential areas outside the factory and set up shuttle services for their commuting.

In this regard, industry analyst Guo Mingxuan said on twitter that compared with the two shift system of the Shanghai factory, Tesla will adopt the one shift system after returning to work this time, so the hourly workload will be directly halved, from 80 ~ 85jph to 40 ~ 45jph. Based on this calculation, the current parts inventory of the Shanghai factory is only for two and a half weeks, and he expects to return to normal as soon as mid May.

Even so, Tesla's resumption progress is still repeatedly delayed. According to Reuters, due to a supplier's logistics problems, the plan to resume production in Shanghai on Monday was finally cancelled and postponed to Tuesday. However, in response to the power plant's inquiry about the resumption time and arrangement, Tesla said that there was no more information to disclose