The auto parts industry is looking for a new direction of transformation and upgrading
at present, the auto industry is transforming around the main technical content of safety, environmental protection and energy saving. The auto parts industry is also developing towards "carbonization, informatization and intelligence of low advanced functional ceramic materials", and its product structure, production mode, service mode and industrial chain have undergone profound changes
"many new technologies, such as Internet, communication, software and hardware, will enter the automotive industry, and new ideas and new thinking will continue to impact the automotive industry. Therefore, automotive parts should develop in a broader field." As Shi Jianhua, Deputy Secretary General of the China Automobile Industry Association, said, more technological changes will have an important impact on the auto parts industry
the deep integration of Internet, information technology and the component industry has brought about the transformation and upgrading of component products, and the component industry is transforming from manufacturing to service-oriented manufacturing. In the context of cross-border and integration, it is very important to grasp the development context of the parts industry and closely follow the development trend of the industry
■ the independent innovation system has initially taken shape.
with the vigorous development of the automotive industry, the scale and production and R & D capacity of China's auto parts industry are continuously improving. On the one hand, the "localization" strategy of international parts giants has effectively promoted the improvement of China's auto parts product function and manufacturing level; On the other hand, China's spare parts enterprises have accelerated technological upgrading, actively participated in global competition, and their brand influence has been expanding
according to the report on the development of China's auto parts industry (2015-2016) (hereinafter referred to as the blue book), in 2015, China's auto parts enterprises achieved a cumulative main business income of 3211.7 billion yuan and a total profit of 246.47 billion yuan, showing a sustained and steady growth trend
in addition, the initial formation of the independent innovation system is also a highlight in the development of China's parts industry. According to the R & D expenditure data of 86 listed Auto Parts Companies in 2015, the cumulative R & D investment of 86 companies was 13.214 billion yuan, an increase of 4.89% compared with 12.598 billion yuan in 2014. In terms of powertrain, Chinese independent brands have gradually mastered technologies such as in cylinder direct injection, turbocharging and high-pressure common rail; In terms of transmission, the independent brand has gradually realized the independent R & D and production of at, DCT, CVT and other transmissions, and some products have been successfully put on the market
in this regard, qiuxiandong, vice president of Dongfeng Motor Group Co., Ltd., said: "with the rapid development of new technologies, the personalization and performance of parts and components products are gradually improved. Therefore, at the R & D level, the integration of parts and components industry will develop in the direction of generalization, standardization, electronization, intelligence and lightweight."
■ still facing the challenge of lack of core technology
"although the auto parts industry has made great progress, there are still many problems in the whole industry, such as large quantity, small scale and low industrialization level. For example, key components such as electronic control can not be independently developed, and some upstream basic industries still rely on imports for key raw materials, raw devices and equipment." Shijianhua pointed out the problems and challenges existing in the current development of China's parts industry. "Therefore, independent enterprises must re sort out, dynamically adjust the enterprise strategy, product and technology direction, re-examine the development path, and effectively evaluate the current situation and trends."
it is true that although China's auto parts have made remarkable achievements in industrial scale and industrial chain coordination, the overall development of the industry still lags behind that of the whole vehicle, the lack of core technology and other problems still exist, and the self owned brand parts enterprises are facing a severe test
taking the automatic transmission industry as an example, most of China's automatic transmission market is occupied by joint ventures and foreign-funded enterprises, and the market share of independent brands is small. Although DCT, at, CVT and other automatic transmissions are developed and produced by relevant enterprises, some core components still need to be imported, and the reliability of listed products still needs to be improved
at the same time, independent parts enterprises have accelerated their globalization development by means of mergers and acquisitions, joint ventures and cooperation, and overseas mergers and acquisitions. In the process of "going global", parts enterprises are also facing fierce competition and challenges. Yeshengji, Deputy Secretary General of the China Association of automobile manufacturers, said that there are many problems encountered when autonomous parts go global, and they should be solved mainly from several aspects. The first is to improve the product quality and reliability. The second is to realize the upgrading and breakthrough of existing technology. The third is to combine the actual situation and follow up the relevant services
■ the development of the emerging parts industry has accelerated.
new energy vehicles and smart cars, as emerging industries, are gradually becoming an important part of the automotive industry. The industrialization process of relevant parts has been gradually accelerated, with significant improvements in product technology and reliability. For example, new energy auto parts have basically formed an industrial chain dominated by power batteries, motors and electronic control systems. Data show that in 2015, China's power lithium battery output reached 15.45gwh, a year-on-year increase of 277.67%
at the same time, the field of smart car parts is also developing rapidly. Independent parts enterprises and IT enterprises have accelerated their layout, trying to seize the high point of technology and market. "I think there is not much difference between China and foreign countries in the field of smart cars, especially in the field of information technology and it technology." Zhou Zhou, deputy general manager of China Automotive Engineering Research Institute, said that independent parts enterprises have the conditions to quickly realize transformation and upgrading and develop corresponding products
chenyudong, President of Bosch (China) Investment Co., Ltd., said that from the perspective of industry development, many IT enterprises have entered the vehicle and parts industry this year. It is generally believed that the automotive industry has a lot of potential to tap, a lot of production capacity to use, many weak people to attack, and many strong people to catch up. This also shows that the auto parts industry has great potential for development in the future. Enterprises should do well in the present and meet the future. "Bosch has always believed that competition promotes the progress of enterprises and the healthy development of the industry, so we very much welcome people outside the industry to participate in the competition."
with the improvement of safety standards and demands and the improvement of enterprise technical level, driving assistance related technologies have developed rapidly. A few independent brands and universities have started to provide small-scale ADAS parts for commercial vehicles, such as Neusoft group and Tsinghua University. Many international automobile manufacturers have announced that the initial time for launching autonomous vehicle is 2020-2025. It can be seen that in the future, ADAS products will gradually become the standard of automobiles. Chinese automobile enterprises also attach great importance to the market application of ADAS system. Many automobile manufacturers plan to configure ADAS system in future new models. It is expected that in the next twoorthree years, ADAS system will enter the peak of use in self owned brand vehicles
the blue book points out that in the future, China will become the fastest growing country in the global automotive electronics market, maintaining a growth rate of at least 15%. It is estimated that by the end of 2016, the scale of China's automotive electronics market will reach 500. The level of China's chain production technology and process equipment in overseas products has approached the international advanced level, the financial services in the process of import and export, and the infrastructure for overseas supplier transactions will reach 0 billion yuan. At the same time, communication and entertainment system has been the focus of automobile manufacturers in recent years. The development of embedded on-board information system is particularly prominent. The penetration rate has increased by nearly 17 percentage points from 33% in 2010