Parts will become the main battlefield of China Automotive Technology and Innovation

Chinese economy has entered a slowdown growth of the "new normal", the development of the automotive industry growth is declining, the development of automobile parts enterprises unprecedented impact, showing a lot of problems. Of course, the crisis in the organic, the strength of some parts enterprises with the results proved that as long as the early planning, heavy research and development, true transformation, was able to find new opportunities for development.

First, the auto parts industry "crisis in the organic."

1. The overall decline in profitability, but high-tech companies are still growing.

China's auto parts industry, the profitability of the overall decline in the past two years, this is the reality we have to admit. But we also see relatively high-tech components in enhancing the profitability of the business.

71 According to the 2013 annual reports of listed parts company statistics, total operating income of 334.9 billion yuan, up 14.17%; net profit of 19.1 billion yuan, an increase of 11.32%, the average net profit rate was 6.05%, down 11.55 %. In 2012 the average net profit margin was 6.84%, in 2011 the average net profit rate of 7.53%. The data from the last three years can be seen parts business profitability is continuing to decline.

One factor is the continuous decline in autonomous parts enterprises mainly supporting the commercial vehicle industry, while the commercial vehicle industry nearly only positive growth last year, and the remaining two are dropped significantly. The development and changes of the past decade Chinese truck industry perspective, there are five years of high growth, five years of negative growth. Decline in the commercial vehicle industry, severely affected the parts industry.

2. The key parts imports increased, low exports frustrated.

According to the National Customs data show that from January to June 2014, the National Automobile merchandise imports amounted to $ 48.01 billion, exports amounted to $ 40.023 billion, an increase of 28.28% and 7.33% respectively. National auto parts imported $ 17.726 billion, exports 30.913 billion US dollars, an increase over last year have been enhanced.

Although the auto parts exports increased, but the increase in imports of key parts of the automatic transmission, the controller, EFI system more. More seriously, China's exports to the after-sales service parts more market-oriented in recent years, many countries of China's auto parts expand the "double reverse" (anti-dumping, subsidies hair) survey, the EU tire labeling method adopted, all of China-related parts exports caused a greater impact.

3. Foreign get rapid growth of the independent parts business constitute serious challenges.

Currently, foreign auto parts enterprises are still high growth in the Chinese market, the market's confidence in the future of our country, to maintain technological leadership, and independent product is still at a disadvantage. Bosch, Delphi, Faurecia, and many foreign-funded enterprises in China have developed a double growth planning.

After years of work, foreign auto parts enterprises with technical superiority firmly occupied the Chinese car matching the high-end market. Coupled with recent years, many foreign brands components began slashing prices, squeeze originally independent parts of the low-end market. This allows independent parts business survival increasingly difficult. Some put a huge new products, such as ABS, electronic fuel injection systems, in the case of foreign goods and a substantial price reduction, the price advantage is to suppress it, is very difficult to promote.

The car companies to trust the independent parts business declined, and even discrimination.

Zero whole relationship contradiction car companies and parts of companies for a long time, especially in foreign parts enterprises have been treated differently, more so independent parts enterprises worse. For example, the settlement differentiated standards, do not give a fair chance to participate in the tender, does not give local companies pay fees in product development, vehicle autonomous vehicle business enterprises, especially those discriminatory practices in supporting the process, so a lot of local parts enterprises chilling, helpless.

Independent brand car companies to upgrade an important measure is to upgrade the supply chain, a large selection of foreign brands components, more and more autonomous vehicle business matching of local parts enterprises in the door closed.

Cultivate strong parts industry, automobile companies need consciousness. Development of autonomous vehicle business fate of solidarity with the local parts industry, if the car companies and parts of companies or such an entire zero relations, the future of China's auto industry will be a serious crisis.

5. parts enterprises lack of support policies.

China's auto parts industry, the lack of policy support is an indisputable fact. At present, China's auto parts enterprises no organization, no order in the state alone, is completely free competition, the government should play an active role in the basic unseen.

In recent years, the policies that are basically for the vehicle, most typically as a national strategic emerging industries of new energy vehicles, large subsidies allocated to all the automobile companies, as a core component of the battery, motor and other companies are difficult get support.

In the Chinese automotive industry returnees talent forum "China Automotive News" organized returnees experts unanimously called for the development of parts of enterprises has become China's auto industry can strong key government continues to stimulate and encourage development of the automobile companies , can tilt the balance towards parts enterprises to help develop China's auto parts industry better.

6. investment channels for a single, technological innovation lack strong financial support.

Parts enterprises in China's investment and financing channels for a single, a single channel access to productive factors. Over the years, some local governments have donated many automobile companies land, capital and other factors of production, however, rarely heard support for parts of the enterprise.

Slowdown in the automotive market, the case of the survival of the more difficult parts enterprises, some enterprises in order to keep the market and reduce costs, the first reduction in R & D investment. China's auto parts business R & D investment in itself insufficient R & D investment accounted for 2% to 3% of the sales revenue of the business has been pretty good, but the proportion of investment Bosch auto parts multinational R & D are more than 5%, and some even up 10%. Inadequate investment in innovation, the gap will only widening.

7. there is a big problem of institutional mechanisms, reform space is still large.

Reform of the institutional mechanisms of space parts enterprises in China is relatively large, the reform dividend remains. Some old parts enterprises now operating very difficult, due to the institutional mechanisms rigid, legalistic, failed to transformation, resulting in the marginalization or even be eliminated.

The large number of private enterprises and mixed-ownership of parts enterprises, as institutional mechanisms more flexible, many companies on the market sensitive and adaptable, the current state of development is good. Some ideals, the pursuit of private and mixed-ownership parts enterprises clear strategic goals, planning and clear, with the result of "a hundred years old," the determination and perseverance.

On institutional barriers, but also reflected in the joint venture between the. Many joint China's automobile industry, the Combination is implemented for many years, but a lot of scientific research has not been converted, many unions are fruitless. Of course there are good examples, such as automotive lightweight Innovation Alliance China Automobile Engineering Society organizations, Zhejiang Hangzhou Bay New Area parks and other large auto parts, have achieved good results.

8. The lack of personnel, but the emergence of a number of technical innovation leading talent.

During the Beijing Auto Show this year, we have conducted an automotive parts business survey. Survey shows lack of personnel led to its own brand of auto parts enterprise technology is missing, it is the main reason behind its own brand car companies. Specific to the lack of personnel type, engineers and management personnel the highest number of votes, followed by sales personnel and skilled workers, not a business that "there is no lack of talent worry."

However, we are pleased to see that in the parts industry, a number of technical innovations are leading talents have emerged, especially universities university professors and some researchers, they take the lead in innovation, research key components, key technologies, It brought hope to the parts industry. For example, leadership development AMT Suzhou green control of Qinghua University Professor Song Jian, play a major role in innovation projects Shengrui 8AT Beijing University of Aeronautics and Astronautics Professor Xu Xiangyang.

Second, one hundred parts suppliers gratifying change

Admittedly, though China's auto parts industry, there are still so, so many problems, but we can not sell ourselves short while, it should be noted that independent parts business growth and progress. For example, Chinese "hundred outstanding parts suppliers" are a leader in their respective industry segments, leading the development of their industry segments. Some of them successfully achieved the transformation and upgrading, and some to achieve the ultimate in professional, some after the implementation of overseas mergers and acquisitions to achieve leapfrog development, and some have already entered the Chinese car company's supply chain system, some in critical core the member has been able to pull parts enterprises with multinational pull the wrist, some triumph on the road of energy conservation.

1. significant progress refined, development. Practice has proved that go fine, special, new, unique way is the only way out of parts. Parts enterprises do singles title, as long as technical expertise, loyal team, you can put a product to achieve the ultimate. Forging such as Dragon, is located in Jiangsu Wujin a private enterprise, produces only a small part of the motor claw pole, but accounted for 33% of the global OEM market, the global OEM market is 180 million, Dragon fine forging it did 60 million, it became Bosch, Valeo, Remy and other motor companies preferred suppliers.

2. Get through the acquisition of advanced technology. For example, all-electronic, through the acquisition of Germany Puri, became a BMW electric vehicle battery management system exclusive supplier, also became Audi, BMW, Mercedes and other luxury brands of the driver of the operating system vendor, so luxury brand printed on the Chinese imprint , all-electronic and therefore achieve leapfrog development, sales revenue 70 billion in size.

3. The right to speak in a certain industry segments increased international competitiveness. In the field of car wheels, Zhejiang Wanfeng Aowei Steam Turbine Co., Ltd. and General Motors, BMW, Ford and other international car companies have entered the stage of their strategic partnership is not only common, global strategic suppliers BMW, Land Rover sole supplier for China, but also In the last year successfully entered the Toyota system. In the field of airbags, Jinzhou Jinheng Automotive Safety System Co., Ltd. in the past few years, has been successfully broke through the Autoliv, TRW, Takata and other multinational competitors repression, into the mass, Peugeot, Citroen and other supporting cross-car prices system. In addition, there are many segments in sales has become a global leader in local enterprises, such as Jinzhou Wanyou damper piston areas, Far East, drive shaft in the field of commercial vehicles, commercial vehicle transmissions in the Fast and the like.

The transition to succeed, the upgrading of products. For example, China's commercial vehicle piston leading enterprises Bohai Piston, in recent years has successfully realized the passenger car market to expand. It is not only Geely, Chery, BYD, JAC, Chang and other independent brands to establish the depth of cooperation, but also successfully entered the European and American car companies matching system. And its excellent quality, won the German Volkswagen Group Purchasing executives of all ages. 2013, enterprises Volkswagen quantities; in 2014, on a score of 91.4 by German Daimler - Benz VDA6.3 audit system to become one of world's top four car Daimler - Benz A class suppliers. In addition, large numbers of small-scale, but the growth potential of a rising star. For example, the Kunming Institute catalyst limited liability company, through years of research and development in autocatalysts rare earth-based three-way catalyst, has successfully entered the German public matching system, and the petrochemical Lung Poon few years ago to enter the vehicle with urea product development, Currently in the car with urea market has occupied a share of 70%.

5. The key components to achieve a breakthrough, innovative models have a greater change. In recent years, local parts enterprises made an important breakthrough in automatic transmissions and other key core product areas. Fast automatic transmissions for commercial vehicles, has begun supporting small quantities in the field of bus and terminal tractors. Shandong Shengrui drive after 7 years of research and development 8AT has entered a crucial stage of industrialization. Production 8AT will not shake foreign voice in this area, more will be the development of our own automatic transmission industry have a profound impact.

We are pleased to see that today's local parts bearings business, is no longer just concerned about the size, but more attention to product quality; no longer satisfied merely to enhance sales, but more emphasis on management quality; not only focus on individual products competitiveness and turn more attention to competitiveness of the entire system. This means that the extensive mode of operation in the past have gradually been abandoned.

Motor vehicle parts is the main battlefield of automotive technology innovation

Today, the situation of China's auto parts industry has been "crisis in the organic." Industry dilemma we face is very serious, but a large and diversified market demands, changing industrial structure, as well as a variety of opportunities in the global market, mergers and acquisitions, so we did not lose the chance to break through.

In the moment, the development trend of China's auto market, and I think the main battlefield of the future of innovation and development of Chinese automobile in automotive components. Components is the foundation of automobile industry, vehicle technology from technological innovation parts, vehicle parts business is a core part of their core technology.

Currently, integrated innovation capability of the vehicle has reached a higher level, while the level of development and innovation has not kept pace with parts of the vehicle. This gives current and future automotive components market offers opportunities for innovation and development. This opportunity is created out of the market, it is bound to determine the resources allocated by the market. In the allocation of resources determined by the market state, private enterprises and mixed-ownership enterprises will be the main force to seize such opportunities. These enterprises not only to seize the opportunity, but also the ability to turn into opportunities. I have a feeling they will enhance international capabilities beyond imagination, innovation in new energy sources and the Internet in both areas will be beyond imagination.