The development of the auto parts industry is lagging behind, or even lacking. It has become one of the main contradictions currently highlighted, and it also directly hinders the healthy development of the domestic auto industry. ——Zhang Xiaoyu, former vice president of China Machinery Industry Federation.
In the 2013 Top 92 Global Auto Parts Suppliers released by Automotive News, CITIC Dicastal, ranked XNUMXnd, is the only Chinese-funded enterprise.Although my country's vehicle manufacturing level is still far behind that of Volkswagen and Toyota, the development of the spare parts industry is even more lagging behind.
Bosch, Denso, Continental and other overseas auto parts industry giants have accelerated their staking in China and made big profits, further highlighting the embarrassment of the relatively low level of domestic auto parts.
Guo Konghui, an academician of the Chinese Academy of Engineering, bluntly said that the dream of building a strong automobile country needs to be based on the spare parts industry, otherwise it will be a castle in the air, a fool's dream.
However, the reality that cannot be avoided at present is that not only joint ventures do not use them in China, but also local companies with the same origin do not pay much attention to them. Most domestic suppliers of spare parts are limited to chrome-plated strips for car bodies and simple interior accessories. .
Some people in the industry pointed out that although some joint ventures claim that the localization rate is as high as 95%, in fact, more than 80% of the parts are made by the parts factory in the country where they are located. There are very few pure domestic suppliers used.
Difficulty in making profits and declining profits year by year have also become the main problems faced by domestic spare parts companies, but in the final analysis, the root cause is also on their own.Although my country has become the world's largest auto market many years ago, its quality is relatively poor compared to foreign investment, which makes it difficult for OEMs to favor it. This also directly leads to the fact that the spare parts industry cannot fully enjoy the dividends of China's auto development, which further restricts its development.
"In contrast to China's auto industry led by joint ventures, it is the difficult living environment for domestic spare parts companies, and even the dilemma of being abandoned by domestic automakers." Wang Ruixiang, president of China Machinery Industry Federation, sighed. Express.
In this regard, Chen Shou, vice president of Hunan University, also pointed out that in the field of basic peripheral components, such as the steering knuckle of universal, CITIC Dicastal's wheels and basic products such as Hangsheng Electronics, Dongfang Jiule's navigation, and parking sensors, the level is not the same. No worse than international manufacturers.However, there is still a big gap with foreign investment in core technical fields such as body controllers, braking systems, steering systems, engines, and automatic transmissions.
From this point of view, the current "whole and zero" relationship in China has become one of the main contradictions in China's auto industry, just as Zhang Xiaoyu, the former vice president of China Machinery Industry Federation, said.The development of the auto parts industry is lagging behind.
According to data from Everbright Securities, there are currently about 1.3 million vehicles in the country, with an average age of 3.23 years.It is estimated that the number of over-insured vehicles in 2015 will be about 6700 million, accounting for 54% of the total number of vehicles.The current output value of the automotive aftermarket is about 6000 billion to 8000 billion yuan. It is expected that with the gradual extension of the average vehicle age and the steady growth of car ownership, the output value of the automotive aftermarket will exceed one trillion.
If you count the production of complete vehicles, the entire automotive supporting market has a huge space. This can even be said to be the main battlefield that determines the direction of China's auto industry at a time when the growth rate of the auto industry is slowing down and becoming increasingly saturated.
"Compared with vehicle companies, which can drive local GDP and can easily obtain government support in terms of land and finance, spare parts companies seem to be "ignored". This is by no means a healthy development model, and it will even endanger the domestic auto industry. Bigger and stronger." The relevant person in charge of the Auto News admitted frankly that he hoped the government could increase its support for auto equipment, so as not to let such a huge cake fall by the wayside.
In addition, in the field of new energy vehicles, it is also regarded as one of the directions of domestic spare parts breaking.
"The development space for new energy vehicles is beyond imagination, and in terms of pure electric vehicles, my country's technical capabilities are not inferior to those of overseas companies, and spare parts companies are bound to have great potential." Xu Changming, director of the Information Resources Development Department of the State Information Center, pointed out.
In fact, domestic companies including Wanxiang and Joyson Electronics (600699, shares) have begun to emerge.
In particular, Joyson Electronics, which acquired German Preh in 2012, has absorbed advanced technical experience in air conditioning control, driver control, sensors, electronic control units and automation, and has cooperated with overseas giants such as Volkswagen, Mercedes-Benz, BMW, GM and Ford. Established a long-term strategic partnership and established the status of a first-tier supplier.
Especially in the field of new energy, Joyson Electronics and BMW have carried out in-depth cooperation to provide battery management systems (exclusive) for their hybrid and latest i-system electric vehicles, becoming the first company in China to provide commercial-grade battery management systems to luxury brands. auto parts company.
"The field of spare parts will be determined by the market to allocate resources, and private and mixed-ownership enterprises are expected to become the main body of development." Guo Konghui said.
Chen Shou also believes that the development of spare parts should not be done alone. Under the "new normal" led by technological innovation, it is necessary to accelerate industrial cooperation with OEMs.But at the same time, he also emphasized that most of the current spare parts enterprises are small and medium-sized enterprises. Due to the lack of financial support, technological upgrading has been stagnant, and it is urgent to improve the financing environment of spare parts enterprises.
How to coordinate the spare parts industry with the OEMs to achieve transformation and upgrading will be an important aspect of the development of the domestic auto industry in the next stage.