The new decree makes transnational giants even more powerful

The acceleration of international auto parts suppliers in China, in addition to optimistic market prospects, the changes in China's investment environment are also good news for them.

The “Foreign Investment Industry Guidance Catalogue (Revised in 2011)” (hereinafter referred to as the “Catalogue”) issued by the National Development and Reform Commission and the Ministry of Commerce from the past year was formally implemented from yesterday. The more important change in the new “Catalogue” is to remove the entire automobile manufacturing item from the encouragement category, but encourages “car key component manufacturing and key technology R&D”, “car electronics device manufacturing and R&D”, and “incubation strategy”. Sexual emerging industries “demanded” and added “new key components for new energy vehicles” in the encouraged category. At the same time, the cancellation of the restrictions on the ratio of foreign capital in some areas, the ratio of the number of items required than the original directory is reduced by 11.

Some people in the industry pointed out that the key components of new energy vehicles, especially the technical core of “three powers” ​​(batteries, motors, and electronic controls) are still in the hands of foreign manufacturers, and the implementation of the new “Catalogue” will promote transnationalization. The giants of parts and components are accelerating their development in China, and the space for development of Chinese local auto parts companies may be compressed.

Multinational giants in China speed up from the expansion of the Continental Group’s Wuhu plant, the Bosch Automotive Chassis Control System project settled in Chengdu, the Magna Powertrain system laid the foundation for the new plant in Tianjin, and the Delphi Parker Electronics/Electrical system opened in China’s tenth plant to Tianhe. TRW has announced that it will double its sales in China to more than US$2 billion in 2012. In recent years, multinational auto parts giants have accelerated their development strategy in China, and the new energy fields considered as the commanding height of the automobile industry in the future have also become The multinational giants are focusing on layout in China.

Since the beginning of 2009, Delphi China has begun to increase its emphasis on new energy automotive products. Delphi Pike only invested US$3 million in R&D in 2009. Subsequently, the president of Delphi's Asia Pacific region personally led the establishment of a new energy automotive product working group to discuss the development strategy of new energy products. In April 2010, Delphi and SAIC jointly announced that they would jointly develop a medium-sized hybrid vehicle. Delphi provided integrated technologies such as hybrid vehicle controllers, variable-frequency motor drives and controllers, and DC/DC transformers. Currently, among the four divisions of Delphi China, the new energy vehicle related system is already one of the most core businesses.

In addition to Delphi, Magna, the world’s fifth-largest supplier of international auto parts, has also been active in China. Since last year, Magna's Steyr systems, interior and exterior systems, and powertrain systems have continued to accelerate business expansion in China by establishing R&D centers, joint ventures, and new factories.

In addition, Mr. He Shijie, president of Magna Powertrain Division, told the reporter of the First Financial Daily in October last year that Magna’s hybrid and electric vehicle sector would not rule out seeking similar projects with electric Fox in China in the future. Cooperation. This means that the implementation of the new Catalogue will provide a better environment for Magna Hybrid and electric vehicle products to enter China.

“With the rapid growth of global customers in the Chinese market, we need to constantly adjust our strategic deployment and accelerate our expansion in China. Our attention to China is extremely high.” Sun Xingyuan, vice president of Magna International China, told reporters Between 2011 and 2013, Magna will have ten new companies built in China.

Car commentator Sun Xiaohong said that in the new “Catalogue”, the opening up of foreign investment in new energy auto parts will enable Booz, Denso, Delphi and Magna to seek cooperation partners in China for new energy. Automotive R&D.

"This is definitely beneficial to the overall technological level of China's parts and components industry. However, it should be noted that in the process of cooperation with foreign capital, it is necessary to learn the lessons of the whole vehicle. Through joint ventures, it is impossible to obtain core technology." Sun Xiaohong pointed out that China zero To really develop and expand the parts industry, we must also work hard in R&D.

Or impact on local enterprises "Although the country regards new energy vehicles as a key policy support object, we hope to achieve 'curve overtaking' in this emerging field and seize the commanding heights of the global automotive industry in the future, but at present, domestic companies are in the battery, motor, electronic control The procurement of key components that account for more than 70% of the total cost of new energy vehicle vehicles still relies on imports for a long time. The indigenous R&D force of local parts and components companies is very weak. “Industry source Yu Chen believes that this change in policy level is It is expected that the domestic auto parts industry in China will increase its overall level, and it will also face greater challenges.

Kearney’s global partner and general manager of the Asia Pacific automotive industry, Sun Jian, said at the 2012 Automotive Summit that the total number of electric vehicles in the world will reach 7 million by 2020, of which 1/4 will be in the Chinese market. However, in the past few years, the overall development of new energy vehicles in China has been lower than the market and industry expectations, mainly because the technical judgments are somewhat optimistic.

"A lot of auto plants are advancing on new energy doubts. This is a very contradictory mentality. This also explains to some extent why our current growth rate is not satisfactory or lower than expected." Sun Jian believes that Chinese companies are currently working on electric vehicles. The importance of this strategy is still not enough. Now many companies are fully blooming and all kinds of attempts are being made. There is not a very clear direction choice. "May be more deadly" is that whether it is the core technology of batteries, motors or electronic control systems, Chinese companies have fallen behind the advanced level in foreign countries. "This is very worrying."

In response, Wu Kaiyuan, the managing director of Delphi Pike Electrical Systems Co., Ltd. in China, said in an interview with the media that the new energy automobile market will become the biggest opportunity for Chinese auto parts companies, but the overall level of autonomous auto parts technology in the country will be low overall. The repeated construction and disorderly development caused by the unclear development direction of new energy vehicles have become major challenges for auto parts companies.

Talking about the status quo of China's auto parts industry, Wu Kaixing believes that at present, China has a large number of auto parts manufacturers, but most of them are small in scale, lacking in innovation capacity, relatively backward in development methods, and the overall level is poor. As regards parts, the degree of dependence on multinational companies is still high, and it is difficult to achieve simultaneous development.