China's auto parts industry is embarrassed to be strong in cooperation
China's auto parts industry is embarrassed to be strong in cooperation at present, the recycling rate of waste plastics in China is not high
China's construction machinery information
Guide: today, with more and more detailed specialization, People can't imagine that auto giants can build the parts needed for a car by themselves. Every car is assembled from thousands of parts. Undoubtedly, the huge vehicle market is also its
with the increasingly detailed division of labor, it is impossible for people to imagine that auto giants can build the parts needed for a car by themselves - every car is assembled from thousands of parts
undoubtedly, the huge vehicle market also provides a very attractive development space for its related industrial chains, such as the parts industryAccording to relevant data, China's auto parts industry achieved a production and sales volume of 440billion yuan last year, almost equal to the production and sales performance of finished vehicles
this is a huge temptation for global auto industry giants. Delphi China Technology Center, the world's largest parts manufacturer, is located in Waigaoqiao Free Trade Zone, Pudong New Area, Shanghai. The total investment of the third phase of the project is expected to be $50million, and the first phase has been put into operation in June this year. Man Hu group, which has a history of 60 years in the field of auto parts, has established two joint ventures in China to produce filters. Brembo of Italy, which has a market share of more than 60% in the global market, will start its second venture capital in China with its partner simest, focusing on the production and sales of original equipment for brake systems. According to its plan, the new manufacturing company established by Brembo will be located in Beijing, and will provide equipment for major Eurasian automakers who build factories in the Far East. The total investment of the project will reach 15million euros, and it is expected to be put into operation in the spring of 2006. The project is expected to have an annual income of about 20million under the maximum production capacity
based on the requirements of the national automobile industry policy on the localization rate, and China's local parts enterprises also contain low-level long carbon fiber reinforced materials. The mixed materials will be much cheaper than all carbon long fiber reinforced composites (Figure 1). For the time being, they can't meet the requirements of joint ventures. Therefore, whenever multinational companies set up a complete vehicle factory in China, they will bring a number of original factory suppliers to settle in China. Beijing Hyundai once achieved a localization rate of 70% in less than two years. "The main reason why it is so fast is the synchronous follow-up of a number of original suppliers." Guo Qian, executive deputy general manager of Beijing Hyundai Motor Co., Ltd., said, "now the relationship between the OEMs and suppliers is a long-term and stable cooperative relationship, rather than relying solely on price as the selection standard, which is one of the reasons why we choose a large number of original manufacturers."
recently, multinational parts giants have stepped up the pace of enclosure in China. Only in June, the war drum was frequently urged: on June 14, Visteon established three joint ventures in China; On June 16, Bridgestone of Japan settled its fourth tire factory in Huizhou, with an investment of US $300million; On the same day, Pirelli and Shandong Lutong tire invested 300million euros to establish a joint venture due to the dispersion of fillers; On June 18, the United States Trinasolar teamed up with China Southern Group to establish southern Trinasolar; On the same day, AP Co., Ltd. of the United States invested in parts enterprises in Shandong...
an expert from China automotive industry consulting and Development Corporation analyzed that with the further expansion of global parts manufacturers' business in China, their tentacles have extended to the end of the entire automotive industry chain, and their development pace in China will further accelerate
the serial measures of transnational parts giants undoubtedly make Chinese parts enterprises feel great pressure
it is undeniable that China's auto parts market has great potential. According to statistics, the sales of China's auto parts industry in 2003 was 31.8 billion US dollars, including exports of 3.3 billion US dollars, accounting for about 1/3 of the total sales of the entire auto industry; By 2010, China's domestic demand for auto parts will reach 1800 billion yuan. However, industry insiders pointed out that while facing great opportunities, China's local parts suppliers are also facing increasing threats
on the one hand, China's auto parts market with great potential has attracted the favor of multinational giants. At present, more than 70% of the top 100 parts suppliers in the world are doing business in China. There are nearly 1200 wholly foreign-owned or joint venture enterprises producing auto parts in China, and the growth momentum has increased in recent years. In terms of market share, at present, the wholly-owned or joint venture companies of multinational enterprises account for more than 50% of the market share in the OEM market of Chinese cars, among which the top ten multinational parts suppliers, including Delphi and Bosch, account for about 10% to 15% of the market share
by contrast, at present, the disadvantages of many Chinese parts enterprises, small scale, low concentration and serious disordered competition are becoming more and more prominent. Relevant data shows that at present, there are 2000 designated parts manufacturers in China, but actually more than 5000. These enterprises are small in scale, and more than 80% of their sales are less than 100million yuan; Only 130 enterprises have an annual operating income of more than 100million yuan, while 2700 enterprises have an annual operating income of less than 500000 yuan. The production cost is high and the overall efficiency of the industry is low. According to relevant statistics, nearly 70% of domestic parts suppliers are relatively or obviously lack international competitiveness, especially some key modules or systems with high technology; 30% of the parts suppliers have considerable international competitiveness, but most of them are labor-intensive and raw material intensive parts, such as batteries, wheels, bumpers, etc
insiders pointed out that at present, most parts enterprises in China do not have the ability to produce products with high added value and high-tech content? Such as electronic products, fuel injection systems, active and passive safety systems, steering systems, sensors, braking systems, the production of these components are all controlled by foreign enterprises. Tian Yushi, general manager of FAW foo Auto Parts Co., Ltd., has a representative view, "the gap between us and foreign enterprises is not a day or two. The products that Chinese component manufacturers can really independently develop are only audio and speakers, and the component enterprises that really earn high profits in China are foreign brands."
according to China's commitment to join the WTO, the average import tariff of auto parts will gradually be reduced from 25% to 10%; This year, import quotas will be abolished. Driven by the huge market and interests, the foreign side of the joint venture directly introduced the parts manufacturers into China for localized production. Some people in the industry believe that China's auto parts imports will continue to grow, and the competition in the domestic auto parts industry will undoubtedly be more fierce
a person from the society of automotive engineering expressed his concern: "it is obvious that more and more foreign-funded parts enterprises choose sole proprietorship after entering China, and the foreign capital in the original joint venture is also moving towards sole proprietorship or seeking a controlling position; even in joint ventures, the core technology has always been in the hands of foreign capital."
according to statistics, at present, more than 70% of the top 100 parts suppliers in the world are doing business in China, and there are nearly 1200 wholly foreign-owned or joint ventures producing auto parts in China. According to incomplete statistics, foreign capital has accounted for more than 60% of China's auto parts market. It is also estimated that foreign capital accounts for more than 80% of the market share of car parts, and in high-tech fields such as automotive electronics and engine parts, foreign capital controlled enterprises account for 90% or more
where is the way out for Chinese local parts enterprises? The vice president of the China Society of Automotive Engineering said that without a solid foundation of parts technology, talking about vehicle development has become a tree without roots and water without a source. Although the gap between Chinese parts enterprises and foreign countries in core technologies such as powertrain is no less than vehicle R & D technology, and it will not be solved overnight, it must not be given up lightly
"in fact, the biggest weakness of China's automobile industry lies in the parts, which not only have scattered, disordered and small problems for a long time, but also have many problems in quality and cost control, technology research and development, resource allocation and enterprise management, intellectual property protection and the collaborative relationship between complete vehicles." Jia Xinguang, chief analyst of China automotive industry consulting and Development Corporation, made such a judgment. Domestic parts and components enterprises are not only generally small in scale, but also obviously insufficient in R & D capacity, with serious local protection ideas, weak awareness of enterprise quality and independent innovation, enjoying the so-called "advantages" such as material intensive, labor-intensive and low cost, and serious vicious competition, each fighting its own way
at present, the dilemma faced by the domestic auto parts industry is not only controlled by others in the field of high-end technology, but also faced with more threats and pressures in low-end manufacturing as more and more foreign vehicle giants settle in China with the imperfect investment mechanism
anyway, like a coin, there are pros and cons. It is not all bad news for global parts industry giants to invest and build factories directly in China
panmingxiao, purchasing director of Valeo, a European auto parts supplier, believes that the large number and small scale of Chinese auto parts enterprises are universal, which determines that the supporting capacity of enterprises is limited, and the production scale cannot meet the requirements of international auto parts buyers. However, Chinese auto parts enterprises can quickly narrow the gap between the two through business cooperation with global auto parts giants
domestic parts enterprises are also strengthening their wings in the cooperation with multinational giants
Trinasolar Automotive Group, with sales of $12billion in 2004, is one of the top ten auto parts groups in the world. Its joint venture with China Southern Group is the largest auto parts manufacturer in Asia. "The joint venture will develop and produce automobile braking systems and parts with the joint venture's own intellectual property rights, not only for Chang'an Automobile, but also for other automobile manufacturers at home and abroad." Yin Jiaxu, deputy general manager of Southern Group and President of Chang'an group, said that the joint venture's product target is the global market
although the national new auto industry policy has made it clear that local auto parts enterprises should adapt to the international industrial development trend and actively participate in the product development of the main engine factory, there is still a long way to go to achieve this goal. But with persistent pursuit, the destination will not be out of reach