Domestic and foreign troubles fall into confusion How do domestic components industry break out?


One of the beautiful scenes depicted by the government and economic circles for the auto industry is that it can greatly promote the development of related industries. Its role in the industrial value chain is even higher than that of the vehicle manufacturing industry. But parts and components are not at the forefront of the automotive industry, so the fate is destined to become a victim of gas, fright, and pressure. The situation of internal and external troubles has caused China's parts and components industry to be confused, which contrasts with the bright status of the entire vehicle industry.

With the fulfillment of the WTO commitments, China’s import quotas for complete vehicles and parts will exceed the US$10 billion mark in 2004. Most of these quotas are used for spare parts procurement, which is equivalent to the prosperous construction of China’s spare parts industry. The amount of orders over 60 billion yuan was missed during the campaign and it supported foreign parts and components industries in disguised form. We can attribute this issue to “outsiders”, blaming China's vehicle companies for their efforts to engage in KD imports and assembly. The country should adopt rigid policy measures to disguise the KD pathway in a disguised manner, thus slowing the “flow” effect of KD. However, resisting “external problems” still cannot solve the inherent structural defects of the parts and components industry.

China’s Hyundai auto parts industry has grown up along with the localization of the joint ventures such as Santana. However, due to geographical closure, the industry of parts and components will bring the economic characteristics of the princes from the initial stage. The government of the entire vehicle project hopes to promote the parts and components industry in the province and the region and use as little or as little cost as possible. supplier. A typical example is that Shanghai Volkswagen and FAW-Volkswagen have the same two vertical supporting systems from the same technology source, and few cross-procurement purchases. One of the magic weapons for reducing the cost of the parts and components industry is to form a large-scale economic scale, and the segmented supporting market has become a bigger and stronger component company. When the vehicle market is profitable, it can still cover up the structural defects of the parts and components industry. However, when the entire vehicle market is in a fiercely competitive period, as it is now, the pressure of squeezed profits and moisture is transmitted to the parts and components companies. Congenital structural problems begin. Exposed.

As China’s auto market has become the most attractive growth point in the global auto market, multinational auto giants have swarmed, new auto joint ventures and backdoor companies continue to emerge, forming a rare “chaos” in the world. In the same line of technology and nationalism, all vehicle companies in different countries have brought “self-made soldiers” with self-contained parts and components.

The labor costs of Chinese companies are low, but this is only applicable to products with strong universality, low technical threshold, and low added value, but it does not constitute a competitive factor. To enter the high value-added products market, domestic parts and components companies have encountered technical bottlenecks. As we all know, China's vehicle research and development capabilities are weak, and it is difficult to have independent research and development models. In fact, in the parts and components industry, this problem is even more serious. The parts and components industry is the basis of the vehicle manufacturing industry.

The difficult question now is how many companies like Wanxiang Group can stand out from the market competition mechanism entirely. What kind of economic means and management techniques does the government use to motivate the healthy development of China's parts and components industry? How can the princely separatist industrial structure and Chinese and foreign "neutron-style" supporting structures break through? How to deal with the KD surge after joining the WTO? It seems that the future of China's parts and components industry depends not only on the company's own struggle but also on the government's effective macro guidance, the development path from Japan and South Korea that year, and emerging countries and regions such as Brazil, Thailand, Mexico, and China Taiwan region. The successful experience can be used for reference.