TIMES：2023-09-05
1, auto parts industry is the foundation of the development of the automotive industry Auto parts industry for the automotive manufacturing industry to provide parts products, including metal structural products, injection parts products, etc., is an important part of the automotive industry chain, but also the foundation of the development of the automotive industry.
With the development of global economic integration, the research and development, parts production, vehicle assembly, sales and after-sales service in the process of automobile production show a trend of professional division of labor and global allocation of resources. In order to get a head start in the fierce market competition, major automobile manufacturers have reformed the original production and supply system, stripped off the parts manufacturing business, and focused their resources on product research and development, thus improving the production efficiency and professional division of labor of auto parts suppliers and vehicle manufacturers.
Auto parts suppliers are not affiliated with automakers. In the automotive industry chain, vehicle manufacturers master brands, sales channels and other resources, but parts production technology and technology are often mastered by parts suppliers. In the global auto parts market, multinational auto parts giants such as Aisin Precision machinery, Germany ZF (ZF) Group in the transmission field, Bentler in the automotive chassis field, Bosch, Continental automobile in the body stability system and brake system field, have formed a certain monopoly position, and control the corresponding components of the core technology.
At present, the global auto parts industry is mainly dominated by Japan, the United States, Germany and other auto industry powers, and Chinese enterprises are gradually emerging. In 2020, 11 Chinese enterprises will enter the world's top 100 auto parts suppliers. It is expected that the future proportion will further increase the current global auto parts industry is mainly dominated by Japan, the United States, Germany and other traditional auto industry powers.
According to the TOP100 published by Roland Berger, an international consultancy: AutomotiveSuppliersGlobalRanking2020, 2020 global auto parts industry continue to maintain "three pillar" structure, the global top 100 auto parts suppliers in Japan, the United States, Germany, occupying 25, 17, 14 seats.
with the growth of automobile production and sales and the transfer of global auto parts industry, China's auto parts industry as a whole has continued to grow
A. After A long period of rapid growth, China's automobile industry has entered a short period of adjustment, but the development potential is huge, and the growth trend remains unchanged
As the downstream application industry of the auto parts industry, the auto whole vehicle industry directly affects the scale and development trend of the auto parts industry. Since 2009, China's automobile industry has developed rapidly, and the growth rate of automobile production and sales has been significantly higher than the global average. From 2019 to 2020, affected by factors such as Sino-US economic and trade frictions, the switch of automobile emission standards, the decline of new energy subsidies, and the new coronavirus epidemic, China's automobile industry entered a period of adjustment, and automobile production and sales fell year-on-year.
B, the gap between the number of people in China and developed countries is large, and the market growth space is large
With the steady growth of China's per capita GDP, the number of civil vehicles per capita in China has been in a steady growth trend year by year since 2010. However, compared with the United States, Japan and other developed countries, China's civilian car ownership per capita is still at a low level, with greater room for growth.