
泰國近日遭受嚴重暴雨與水災重創,曼谷與周邊工業區積水導致物流中斷。由於車廠採用即時生產模式,零件供應受阻,使 Toyota 與 Honda 紛紛宣布暫停當地工廠生產。
AI-generated summary
泰國為東南亞指標性車市,吸引許多汽車大廠建立生產線。Toyota 與 Honda 採用 Just-in-Time 生產模式。
屬於東南亞指標性車市的泰國,同時也吸引許多汽車大廠建立生產線,但近日嚴重暴雨與水災重創當地,導致曼谷與周邊多個工業區幾乎泡在水裡,進而讓部分汽車零件供應商無法按時將零件送到工廠,目前 Toyota 與 Honda 都已經受影響,紛紛宣布暫停生產。
泰國水災導致 Toyota 三大工廠全停擺。
目前 Toyota Motor Thailand 已經暫停旗下 3 座主要工廠,甚至 Toyota Auto Works 旗下生產設施也受影響,根據原廠說法,泰國當地部分零件供應區域在 3 天內累積降雨量超過 320mm,導致物流路線積水無法通過,進而讓工廠無零件可用。
另一邊 Honda Automobile Thailand 也已確認,旗下 2 大工廠都進入停工狀態,原廠指出,此次停產並非是工廠本身遭洪水破壞,而是供應鏈影響,部分零件供應因水災無法進行正常運輸,預計 10 月 7 日才能恢復生產,但具體時間仍要視後續災情而定。
因水災影響供應鏈,Honda 的泰國廠宣布停產。
之所以此次泰國水災造成 2 大日系車廠停工,主要是因 Toyota 與 Honda 都施行 Just-in-Time 的即時生產模式,不會在工廠內存放大量零件,能降低庫存成本並提升生產效率,但遇到零件運輸中斷就會直接導致產線停擺。
由於目前 Toyota、Honda、Isuzu、Mitsubishi、Nissan 等車廠都在泰國設廠,並且生產的車輛許多都供應全球體系,此次水災勢必會影響到多款車的出貨進度,不過目前尚未有具體影響範圍公布。
AI outlook — possibilities, not facts
Honda預計10月7日恢復生產
Likely · Within days

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