The shortage of automobile parts or “dragging” the Chinese automobile industry needs special attention

"While auto parts are strong, the auto industry is strong." More precisely, auto parts and the entire auto industry are interdependent and co-prosperity, and no one can do without. In recent years, the development of automotive components has indeed brought strong support to the automotive industry. In the same way, the boom in the automotive market continues to drive demand for auto parts. The continued increase in auto ownership has also driven the booming market for parts and components.

Needless to say, China's auto parts industry has achieved rapid development and remarkable progress in recent years. When the automobile market slows down and the transformation and upgrading are imminent, we also see that some deficiencies in the auto parts industry may “drag” the auto industry. So, what are these so-called insufficiency? At the 2017 China Auto Parts Industry Annual Summit and Summit held on September 20-22, leaders, experts, and scholars from entire vehicles, parts and components companies, auto industry associations, scientific research institutions, and colleges gathered to focus on Discussed this topic. Gasgoo Motor Co., Ltd. participates in the full cooperation of the Forum's important cooperation media. We will now summarize the related content and share it with you!

I. China's auto parts industry still lags behind in vehicle development

With the rapid development of China's automobile industry, China's auto parts and components have achieved remarkable results in terms of industrial scale and industrial chain synergy. The data shows that in 2016, the main business income of Chinese auto parts and above-scale enterprises reached 3.7 trillion, an increase of 14.2% year-on-year, total profit was 285.8 billion yuan, an increase of 17% year-on-year, and fixed-asset investment was 868.5 billion yuan. The year-on-year increase of 5.88%.

Deputy Secretary General of China Automobile Industry Association, Shi Jianhua

According to Jian Jianhua, deputy secretary-general of the China Association of Automobile Manufacturers, the growth rate of our parts and components industry is faster than that of the entire vehicle industry in recent years. From 2001 to 2016, the compound annual growth rate of the auto parts industry reached 25.1%, which is higher than the sales revenue of the auto industry over the same period 17.9. % compound growth rate. In addition, the international trade of China's auto parts industry has continued to grow for more than a decade. In 2016, China's auto parts import and export totaled US$ 94.846 billion.

Deputy Director of the Department of Equipment Industry, Ministry of Industry and Information Technology, Ruan Guochun

Wu Guochun, deputy director of the Department of Equipment Industry of the Ministry of Industry and Information Technology, also affirmed the remarkable achievements China's auto parts industry has made in recent years. At the same time, he also pointed out that we should be soberly aware that the development of China's auto parts industry is still lagging behind. In the whole vehicle, there are some key core technologies missing, low market share of high-end products, and dependence of core components on imports. Compared with the entire vehicle industry, the characteristics of auto parts globalization and marketization are even more pronounced, and future industry competition is also significant. More intense.

2. Unstable relationship between vehicle companies and parts and components companies outside the system

According to the data from the China Automobile Association, for a long time, the domestic auto companies have become self-supporting systems, and the US, Japan, France, Germany, and South Korea all use their own supporting systems and parts and components of supporting companies. The vehicle group also maintains a relatively independent component supporting system. The entire vehicle and component companies have relatively few matching devices. The supporting relationship between the entire vehicle company and the component companies outside the system is unstable, and the scale is small and mutual trust and mutual benefit is insufficient. . There is a lack of stable strategic cooperation between companies, and parts supply companies are in a weaker position. The technical synergy development level of vehicle and parts enterprises is low. China's vehicle manufacturers continue to demand that the technology and quality of parts and components products are continuously upgraded, but there is a lack of effective technical guidance and technical support for parts and components companies.

Zhao Fuquan, Dean, Institute of Automobile Industry and Technology Strategy, Tsinghua University

The effective positioning of the relationship between zeros plays an important role in strengthening the parts and components industry. Zhao Fuquan, Dean of the Institute of Automobile Industry and Technology at Tsinghua University, once pointed out that the relationship between the US, Japanese, and European companies is different. The US Department is relatively more separated and more open. The Japanese Department emphasizes long-term cooperation and mutual penetration. European system is somewhere in between. Each of these models has its own advantages, but also has its own deficiencies. Many people in the industry pointed out that it is not only feasible, but also necessary, to establish a strategic zero-to-zero relationship with Japan.

In this forum, Zhao Fuquan also shared his new definition and new understanding of the zero-relationship relationship in the context of industrial restructuring. He made it clear that everyone must realize that in the past, the "simple turnaround around the car factory" supply relationship has become obsolete. When B2B is further deepened, parts and components must control the core technology "people are willing to play with you." "I think that vehicle manufacturers will be less and less focused on parts and components in the future. They will not even pay attention to a module. It will pay more attention to a system and pay more attention to the competitiveness of the overall product. At this time, the component supplier will build a system. The competitiveness of the module, but also to pay attention to the vehicle manufacturer's competitiveness in the market, not just as cheap as OK."

III. Market Concentration of Non-key Product Areas of Chinese Automobile Parts is Low

As mentioned above, the development of Chinese branded parts and components is still seriously lagging behind the whole vehicle, and it is necessary to face the lack of key core technologies and foreign brands occupy the core component product market. In other words, more domestic companies are still focused on non-critical, low-value-added components.

According to data from the China Automobile Association, China has 12,757 auto parts enterprises above designated size, and the number of auto parts companies in China is estimated to be more than 100,000. The data released on a certain platform at the beginning of the year showed that among the 100,000 domestic parts and components manufacturers, only about 13,000 enterprises with an annual output value of RMB 20 million were above designated scale. From the perspective of the nature of enterprises, small enterprises accounted for 62%, medium-sized companies 25%, large-scale enterprises 9%, and very few large-scale component companies. Shi Jianhua said: “Although a number of professional companies have emerged in China's branded parts and components companies, more domestic parts and components companies are concentrated in low-value-added components and are scattered and duplicated.”

Fourth, the development of China's auto parts and components conglomerates is lagging behind

It is understood that at present, China has initially formed large-scale component group companies such as Shanghai Huayuan, FAW Fufu, Dongfeng Components, Hainachuan, Guangzhou Automobile Parts and other large-scale components and groups, and these enterprises have sustained growth in domestic sales and exports, forming a A large number of export-oriented enterprises, some products have expanded from the traditional aftermarket to the OEM market. With the exception of a small number of advantageous group companies, the overall technical level of parts and components companies is not high, and most self-developed and concurrently developed with the host plant have insufficient or non-available capabilities, so that the parts and components companies of the entire vehicle group lag behind the entire vehicle. The development of the enterprise.

Shi Jianhua pointed out in his speech that, at present, the development of vehicle parts and components grouping enterprises is lagging behind, and it is urgently necessary to change the development ideas, improve the ability of the vehicle parts and components grouping market, and increase market competitiveness.

Summary: Although the above points can not completely summarize all aspects of the auto parts field, it generally reflects the major deficiencies in the auto parts field. To a certain extent, these problems have already existed at the beginning of the development of the automobile industry, and with the development of the automobile industry and the arrival of repeated changes, it has become increasingly prominent. Insiders pointed out that the survival environment of China's spare parts companies is not optimistic, may affect the development potential of the entire automotive industry, and become the major obstacles faced by the automotive industry from the big change. It seems that the transformation and upgrading of auto parts companies can no longer be delayed.