September 7,, at a conference in Beijing, the "fifth (2011) China international automobile parts development peak BBS", the ministry of commerce, the national development and reform commission, from the work of the department of officials believe the automobile field at home and abroad, Chinese and foreign famous experts, vehicle and parts enterprise executives, China 12 of the automobile and automobile parts export base, the representative of the "global upheavals in the automobile parts change" as the theme, auto parts industry development DuoGe issues of their opinions.
The domestic enterprise should be more independent components on the enterprise
For auto parts industry faces opportunity of development, the state information center information resources development director XuChangMing analysis that because of China's automobile market will be in 10 ~ 15 years time to keep the growth rate of 12% ~ 15%, and automobile industry to the international and domestic autonomous vehicle industry of rapid development, will be for spare parts industry bring significant opportunity.
XuChangMing provides a set of data show that the vehicle of Japanese enterprise production in China vehicle components, 10.5% is used by foreign wholly owned the original import product, 29% are wholly owned foreign products, 60.5% is a sino-foreign joint venture, basically not products purchasing domestic enterprise of components. Beauty is in the same car enterprises also, just not the same proportion; The car enterprises of sourcing 5.6% of the domestic parts products; Only the independent brand of car enterprise purchase 52.8% of independent enterprise production components. From that, the independent brand of car development will pull parts industry development in our country; Of course, in turn, independent parts industry development, also can promote the development of the car industry independent brand.
China's automotive engineering research institute, vice President of the LiKaiGuo introduction, according to not complete count, the domestic auto parts industry's overall output value reached 1.64 trillion yuan. But he also points out, the output value is a auto parts of three of the enterprise output, average each enterprise's value less than 60 million yuan, to some extent, China see auto parts industry or a very weak.
XuChangMing also put forward, independent auto parts enterprise in the process of the development face three challenges: one is the independent components to the survival of competitive advantage, and cost advantage is weakened, on the one hand, foreign capital enterprise depends on the size advantage and parts research formed the cost of the more obvious localization of comparative advantages, on the other hand is independent enterprise original labor and raw materials competitive advantage in recent years gradually weaken; 2 it is standard of ascension and regulations of change, to independent parts enterprises to form technology and cost pressures, the faster the measures to improve the independent components of the enterprise, the greater the pressure; Three is modular production and synchronous development, to the popularization of independent parts enterprises to form more and more high technical barriers, domestic domestic enterprises can do with the synchronous development, do the modular production enterprise of independent components is too little, or was it a little.
Therefore, XuChangMing to independent components on the prescription "enterprise" is for the government in accord with the WTO: under the rules of the biggest support, organization of tackling key problems on strategy to do first, and then and stronger, and play the power of vehicle group. In a related policy issues, XuChangMing said some dissatisfaction. He said, now even the restaurant industry to a lot of the listed company, but auto parts company index to index rarely, China will become the main power, are counting on manufacturing.
From LuoLanBeiGe international management consulting (Shanghai) Co., LTD. Is the ShenJun given another "prescription", that is, rely on m&a maneuvers core technology, which get the industry chain of high-end profits. This and XuChangMing puts forward "pay attention to international acquisition" Suggestions don't strive for but and.
Acquisition integration is the future development enterprise one of the important means
The data show that the independent brand car sales in China at present market share is roughly a third, but the share of sales (amount) accounted for only 20%, 10%, and less reason is that the low end models more high-end models, very little. If again see profit contribution, Chinese car enterprises only 10% of contribution, 90% are international brand, means that the independent brand although get a third of the market share, but profits for only 1/10. In contrast, spare parts industry overall development level or even China is far lower than the independent brand vehicle manufacturing, greatly influence to the independent brand ability of sustainable development. So ShenJun points out, the independent brand if not master the key parts, causing technology of the main results of the profit margins are very low.
ShenJun think through international m&a, how to get some of the leading technology and how to look for some favorable opportunity, looking for some potential targets, will become China enterprise very popular topic.
