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Liang has been working on the ground in the Chinese automotive market for the last 20 years at various different Chinese Joint Ventures with Western automotive companies. He began his career as a Purchasing Manager at Changan Ford Automobile, the JV between Changan and Ford. In 2012, Liang joined General Motors China as a Global Procurement and Supply Chain Manager. He is well connected with OEM's, Tier 1 suppliers and also larger dealer groups in China which proves invaulable given how opaque the market is to Westerners.Read moreView Profile Page
All of them, they are already back to normal. They came back to normal at different times. For example, Volkswagen, they reopened in the middle of February. Most of the OEMs are already back to normal.
They are sometimes short of material because some components, some parts they come from the epidemic center, from Wuhan. As you know, Wuhan is still locked down by the government, so they are not able to produce these kind of components and parts. So for each OEM in China, they are already back to normal production, but the production volume is much lower, compared to last year. They are maybe at around 50% compared to the same months last year.
Yes. In February, the sales volume and the production volume is 80% reduction. For March and April, it would normally go back to normal, but it’s only going to be around the 50% level compared to last year.
I think the epidemic in China, it will end around April, which means that for March and April, the sales volume will be half of last year. But after April, maybe May or June, then it will gradually become, maybe 70% or 80%, which means it will gradually come back to normal, I think.