“Weichai, Yuchai, Xichai and Fast, Fuyao Glass, Dika Wheels, Wanxiang, Ningbo Huaxiang and CNAC Parts, Hangsheng and Junsheng Automotive Electronics, and a number of rising companies, as well as Chang’an, Brilliance, Jianghuai, Chery, China National Heavy Duty Truck and other major automotive companies independently develop the powertrain components and so on, these will be the backbone of the future development of Chinese auto parts and the foundation." Recently, China's auto Ye Shengji, deputy secretary-general of the Industrial Association, at the annual meeting of the Chinese auto parts industry in 2014, made a "strategic lead, zero-sum coordination - efforts to make China auto parts industry bigger and stronger" theme report, said that China's auto parts development The situation is good, but the continuous expansion of the industry scale will lead to changes in the competitive landscape. The development of Chinese branded parts and components companies will become increasingly difficult in the future.
90% of Chinese brand components are concentrated in the low-end segment
“The market share of Chinese branded parts and components companies is declining,” said Ye Shengji. According to incomplete statistics, there are more than 10,000 parts and components companies (less than 6,000 large-scale enterprises). Companies with a foreign investment background (45% for sole proprietorship and 55% for Sino-foreign joint ventures) accounted for 20% of the scale enterprises, and their market share reached over 70%. The market share of Chinese branded parts and components companies is less than 30%, of which 90% of products are concentrated in the low-end market.
Ye Shengji believes that in recent years, foreign-owned foreign companies and Chinese-foreign joint ventures have rapidly emerged parts and components, basically monopolizing key and core technologies, and Chinese brand parts and components have become marginalized. Among the parts and components companies that have mastered key and core technologies, those with foreign investment background account for more than three-fourths of the entire industry (foreign-funded enterprises account for 40%, Sino-foreign joint ventures account for about 35%), and non-core parts are concentrated in Chinese brands. Parts companies. "The technical content of automobiles is mainly reflected in key and core components. The development of parts and components companies has become the key to the growth of China's auto industry." Ye Shengji said that in high-tech areas such as automotive electronics and key engine parts, The foreign market share is as high as 90%, of which the core components of engine management systems (including EFI) and ABS, and the proportion of foreign-funded enterprises are 95% and 90% respectively.
The development of spare parts industry urgently needs top-level design
Due to insufficient investment in R&D, lack of talents, poor technological innovation, and lack of original products, it is difficult for China's branded parts and components companies to compete independently with advanced foreign companies.
Ye Shengji believes that the current development of parts and components in China is facing challenges from many aspects.
First, at present, the country lacks a systematic plan for the strategic transformation and upgrading of the auto parts industry, and lacks relevant supporting policies to encourage and support the research, development, and production of key core components. This has prompted auto parts companies to stand by their own development and cannot form joint forces and can not be targeted. To jointly tackle specific key component technologies and achieve breakthroughs.
Second, in the face of increasing stringent requirements in national energy conservation, environmental protection, and safety regulations, China’s auto parts companies are facing pressures to improve quality in the face of continuous improvement in quality requirements for vehicle procurement.
Thirdly, the parts and components companies have the ability to develop synchronously with the entire vehicle company, and have become the basic requirements for entering the complete vehicle supporting system. Facing the future, it is required that the parts and components companies have basic development capabilities, but they should also have advanced technology development capabilities.
Fourth, some Chinese brand auto parts enterprises lack understanding of the industry, lack of strategic planning, insufficient actual investment, pursuit of short-term benefits, and lack of R&D, production, management, and talents, resulting in Chinese branded parts and components companies and foreign-funded enterprises. The development gap is getting bigger and bigger.
Fifth, all parts and components companies have implemented ISO9000 and ISO/TS16949 certifications to meet the requirements of vehicle manufacturers. However, some companies lack sufficient understanding of the purpose of certification, lack of implementation of management systems, and poor system performance, making it difficult to ensure product quality. The continuous stability.
In addition, for a long time, the cooperation relationship between the entire vehicle and the parts and components enterprises is not harmonious, and zero-zero enterprise cooperation needs to be improved. At the same time, the cooperation between parts and components companies and the upstream industry needs to be strengthened.
Under the new normal, China's auto parts industry must achieve transformation and upgrading before there is a way out. Ye Shengji believes that in order to lead the healthy development of the auto parts industry, it is necessary to study and determine the future development direction of parts and components as soon as possible, and formulate the future development plan and target of the parts and components industry. By 2025, we will establish and improve the supporting supply system for parts and components with strong international competitiveness to form a basically complete product research and development system, and basically realize the strategic transformation of China's parts and components industry from manufacturing to creation.
Shenyang Zhongda Huanxin Refrigeration Technology Co., Ltd.
