New Opportunities in Post-market

"To evaluate the achievements of China's automobile industry, the industry mainly focuses on the scale of automobile production and sales and the development of China brand, ignoring the development of parts, the foundation of the automobile industry. Without local parts, there is no China brand car! "

At the just-concluded "2020 China Automobile Supply Chain Conference", Chen Bin, executive vice president of China Machinery Industry Federation, appealed loudly.

China's spare parts have been weak for a long time. Even though the production and sales of automobiles have reached tens of millions, ranking first in the world, it is still difficult to see China enterprises standing on the upstream stage of the automobile industry.

The tide of the times is getting higher and higher. We talk about ideals, feelings, opportunities and challenges, WTO, globalization, electrification, and intelligence ... One by one, with the change of terms rolling in, walking in the spotlight, it is awe-inspiring, becoming or about to become a thing of the past. Behind these nouns, who changed their fate? Who became the dust of history?

"Without local parts, there would be no China cars."

Without such specific data, few people believe that the scale of China's auto parts industry is beyond imagination.

The report "Research on the Development of Auto Parts Industry in China" shows that there are more than 65438+ 10,000 enterprises engaged in auto parts manufacturing in China, among which there are 55,000 enterprises with statistical data, and there are10.3 million enterprises with annual sales scale exceeding 20 million yuan.

From the data point of view, China's parts industry is already a colossus. Why is there the view that China's parts are weak?

It should be emphasized that under this huge scale, about 70% of China's automobile production equipment (including production lines and key abrasives) still depends on imports, about 80% of engine and gearbox production equipment depends on imports, and about 90% of automobile research and development, testing, testing and other instruments and equipment depend on imports, and almost all special functional materials depend on imports.

On1October 25th, 2008, 165438, Borg Warner signed a contract with Zhongfalian Investment Co., Ltd., a joint venture established by 12 domestic top independent brands, to establish Borg Warner Dual Clutch (DCT) Transmission System Co., Ltd. to produce and develop the core products of dual clutch automatic transmission. Borgwarner predicts that in the next 10 year, the annual global production scale of Borgwarner DCT modules will reach 3.5 million sets, and the market size in China will be10.5 million sets.

There is no doubt that the market scale of China attracts worldwide attention, and the imagination of that year was realized as early as two years ago. It should be noted that among the 12 China automobile manufacturers jointly invested with Borg Warner, including FAW, Dongfeng, SAIC, Changan, Geely and Chery, it can be said that all domestic mainstream automobile manufacturers are here, with a total share of only 34%.

There is no core technology, which makes Borg Warner the best. It can be said that this is a microcosm of the large but not strong domestic parts industry. According to the data, at present, auto parts manufacturers with foreign investment background account for more than 75% of the whole industry, and most of the market share of auto parts sales in China has been monopolized by foreign investment.

Different from the policy of the automobile market, China does not limit the share ratio of joint ventures of spare parts. Foreign auto parts enterprises have been able to directly enter the China market. It is impossible for auto parts enterprises with weak local foundation in China to compete with these foreign giants, and they can only watch others carve up market cakes at their own doorstep.

Nowadays, the safety of automobile industry chain seriously restricts the development of local automobiles.

2065438+On May 3, 20071day, GAC Chuanqi announced that due to the insufficient supply capacity of corresponding gearboxes, Chuanqi GS8 would reduce production to 7000 vehicles/month from May to September; In addition, the delivery cycle of some consumer orders may be delayed.

At that time, Chuanqi GS8 was amazing as a medium and large SUV of its own brand. From the beginning of listing, the sales volume climbed all the way, breaking through the 10,000-vehicle mark continuously, pushing Toyota Highlander and Ford Sharp to create new records for medium and large SUVs with their own brands.

Because of the supplier, GS8 missed the best half year. The 6AT automatic gearbox of this model comes from Aisin Seiki, Japan.

"No local parts, no China cars" may be more inspiring here.

Counting the world-famous automobile companies, their parts supporting systems are also world-famous. In Germany, whether it is BBA or Volkswagen, Bosch, China and ZF behind them are all promotional selling points of their own brands; Toyota, the global automobile boss, directly holds the shares of Denso and Aisin, two major spare parts suppliers. Korean cars, which have always been looked down upon by domestic consumers, are backed by Mobius, a global 10 top auto parts supplier.

To make China's automobile industry bigger and stronger, the upstream parts must face the difficulties.

Will the new four modernizations become a spring breeze?

Parts and components are the same as the whole vehicle, and the early path is the same as market sales. There is no breakthrough from 0 to 1, and they always play the role of followers and pursuers.

Maybe this history has been rewritten.

20 14 is regarded as the first year of consumption of new energy vehicles. But Yin Tongyue, then chairman of Chery Automobile, was not happy about it. "In 20 14 years, more than 10,000 vehicles were sold 1 10,000, and 20,000 vehicles will be sold this year. Sales did not rise too much, because the battery supply could not keep up, which was unexpected before. "

In the years when new energy just became the outlet, there were a large number of supply gaps in key components including batteries. This is the first component problem in the new energy industry, and it is here that China enterprises really find the direction.

Since 2005, American Automotive News and PricewaterhouseCoopers have selected the top global suppliers 100 once a year, but this authoritative list has been out of reach with China suppliers for a long time. Later, with the strong market support, Wei Chai Group, Huayu Automobile and Hainachuan Chinese Enterprises became the norm by virtue of the explosive growth of automobile sales in China.

In 20 18, a figure unexpectedly appeared on this list, breaking the original "calm". Also in this year, a little-known supplier of new energy power batteries outside the industry became a household name. Everyone described it this way: the valuation exceeded 200 billion, the first day of listing increased by 44%, and the shipment of power batteries ranked first in the country. ...

Contemporary Ampere Technology Co., Ltd. is a unicorn born under the background of great changes in the field of new energy. Looking back on the past of contemporary Anpu Technology Co., Ltd., we have to say that the painful history of traditional auto parts has become the best teacher for the growth of this enterprise.

In fact, New Energy Technology Co., Ltd., the predecessor of Contemporary Ampere Technology Co., Ltd., was acquired by Japan TDK Group as early as 2005. According to the policy, a wholly foreign-owned company can't produce power batteries, so at the end of 20 1 1, Chairman Zeng Yuqun split ATL's automobile power department and established a wholly Chinese-owned company CATL in Ningde.

In 20 16, the government set up an access catalogue for battery enterprises, but the new energy vehicles with batteries outside the catalogue could not get subsidies, and foreign battery enterprises were excluded, so Contemporary Amp Technology Co., Ltd. enjoyed the success. It is this series of protection policies that have created the success of domestic superior battery enterprises such as Contemporary Ampere Technology Co., Ltd..

Contemporary Ampere Technology Co., Ltd. and Jaguar Land Rover signed a letter of intent for strategic cooperation.

Although the policy can't be protected forever, Contemporary Amp Technology Co., Ltd. has become a leader in the new energy automobile industry and still shines on the global stage.

In 20 17, the sales volume of power batteries of Contemporary Ampere Technology Co., Ltd. actually surpassed Panasonic, a Tesla battery supplier, ranking first in the world. In terms of data, the global market share of contemporary Ampere Technology Limited Power Battery is 65,438+07%, and that of China is 27%.

"The overlap and mutual empowerment of the' new four modernizations' have brought about changes in energy power, production and management, and consumption trends. For the development of the automobile industry, this is also a major opportunity for the automobile and parts industry in China. " The next 3-5 years will be a crucial stage for the automobile industry to overcome difficulties. Whether auto parts enterprises can seize the opportunity, adapt to the needs of auto industry adjustment, find a correct positioning and establish development strategies has become a common topic facing the auto parts industry.

With the deepening of the new energy era, a series of spare parts enterprises represented by Contemporary Ampere Technology Co., Ltd. have given China Automobile a foothold.

Win the future

In essence, Contemporary Ampere Technology Co., Ltd. is only a battery supplier, and the current market value of such a battery supplier has exceeded 600 billion, which is twice the market value of domestic automobile listed companies.

At present, the proportion of C-end consumption of new energy vehicles in China has not exceeded 10% of the total. Undoubtedly, the "new four modernizations" give contemporary Ampere Technology Co., Ltd. more possibilities, and also make the future of China spare parts enterprises full of imagination. Compared with the whole industrial chain, the battery is only one part of it.

Brand-new short-range radar, electric integrated chassis, compact battery pack for driverless cars ... More and more sophisticated, advanced and powerful auto parts are beginning to become the main battlefield of future wrestling.

With the help of Haofeng, China enterprises have made rapid progress, officially breaking the shackles from "0" to "1", and they want more, from "0" to "100".

Since the establishment of 20 13 Huawei Car Networking Division, rumors and speculations about Huawei's car-making plan have never stopped. During the 20 19 Shanghai Auto Show, Xu Zhijun, the rotating chairman of Huawei, made it clear in an interview with the media that "Huawei does not build cars, but Huawei helps car companies build good cars."

On May 9, 2020, Huawei announced through official website that it would join hands with the first batch of 18 car companies to launch the "5G car ecosystem" to accelerate the commercialization of 5G technology in the automobile industry. China's technology giant Huawei will use its overwhelming advantage in the field of 5G technology to enhance its participation in the automotive industry.

"5G" became Huawei's first entry point, and the next move had to be said to surprise the outside world. At the auto show a few months ago, Huawei launched its own auto business-from autonomous driving scheme to laser radar, from cockpit SoC to in-vehicle system of HarmonyOS system, to 7-in-1 electric drive system and even charging module.

They have a low-key but powerful slogan-bringing the digital world to every car.

Judging from the existing disclosure, Huawei has held all the core components and subsystems of intelligent electric vehicles in its own hands, which is exactly the same as Bosch, the king of fuel vehicle components-controlling the controller of engine gearbox and mastering core components such as ESP and iBooster.

Huawei's ambition is obvious to all. After the Beijing Auto Show, the well-known research organization Zuosi Automobile Research selected 4 1 indicators for comparison, and evaluated the capabilities of Bosch, Huawei, Baidu and WAYMO as suppliers of the new four modernizations.

It can be seen from the final score that Bosch is far ahead of other companies, and it is predicted that Bosch's position as the boss of the new four modernizations suppliers will be unshakable within five years.

However, in terms of market performance, like Bosch, Huawei has been surrounded by a large number of automobile manufacturers, including local enterprises and many foreign brands.

At the end of 20 17, Huawei announced that it had reached a long-term cooperation with PSA in the field of vehicle networking, and built a CVMP platform based on Huawei's OceanConnect Internet of Things platform to provide consumers with brand-new mobile travel service solutions. 2065438+In June 2008, Huawei and Audi reached a cooperation to develop a 5G networked car and provide an assisted driving system before fully automatic driving.

At the upcoming Guangzhou Auto Show, the first one is equipped with Huawei HMS? For what? The pure electric version of Volvo XC40, a mass-produced vehicle intelligent vehicle cloud service model, will also be listed as scheduled.

In Huawei's planning, they need to take the lead in commercial vehicles and special vehicles, and then fully support 2-3 local passenger car automakers. Huawei MDC can only become one of the mainstream smart car computing platforms in China market if it is recognized by many mainstream passenger car OEMs.

This process is expected to take 5-8 years. Compared with the weakness of domestic parts suppliers, how about waiting for 10 year?

There is a classic bridge in the science fiction "Three-body". In the face of the arrival of the alien fleet hundreds of years later, people use "hibernation" to let a group of officers with a firm belief in winning reinforce the future.

Contemporary Ampere Technology Co., Ltd. was originally a battery supplier that cooperated with Apple. Huawei only shines in the communication industry. Nowadays, under the irresistible trend, in the huge and self-contained China market, new players "change lanes and overtake" and become the mainstay of parts suppliers in China.

They face the future, lay out the future, and will certainly win the future.

Text/yellow

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.