Western parts industry chain has gradually become a climate

As the foundation of vehicle development, the strength and weakness of parts and components companies will undoubtedly be crucial to the creation of the automotive industry chain. While the Western auto industry has entered a rapid upward path, the related industry supporting conditions are also receiving much attention.

As China's third largest consumer car market, Chengdu is the most important city for car sales in western China. Therefore, the industry has always said that "the people who get from Chengdu to get southwest." With the entry of major auto companies, the auto parts industry base in Sichuan has mushroomed and has risen rapidly.

At the beginning of the industrial chain scale, it has become a scale-up benefit for the automobile industry chain. In the first half of 2009, the Chengdu Investment Promotion Committee formulated and issued the 2009 Investment Promotion Plan for the Automotive Industry Chain, pointing out that the “leading” belt “supports” and “supports”. The "leadership" approach has focused on extending and improving the three industry chains that have a certain foundation, including cars, trucks and passenger cars.

According to the "Chengdu Automobile Industry Cluster Development Plan": By 2012, the city's automobile output will reach 610,000, and the annual output will reach 914,000 in 2017. The main business income will be 193.2 billion yuan, and the industrial added value will be 38.2 billion yuan. Chengdu Automobile Industry will then be established. The scale will be equivalent to Chongqing.

Longquanyi District, located in the east of Chengdu, is an integral part of Chengdu's auto parts industry. Here, there are a number of automobile manufacturers, from luxury cars Volvo to off-road vehicles New Prado, from mid- to high-end sedan new sagitar to economical and durable Jetta, Geely and many others.

It is understood that as early as the end of 2009, Longquanyi District had initially built an industrial system that included “seven cars and four aircrafts”. Today, seven engineering machinery production projects such as Kobelco excavators and more than 180 automobile accessory projects have been implemented. Parked in the park one after another; FAW-Volkswagen Chengdu base with an annual output of 450,000 cars, Sichuan FAW Toyota with an annual output of 50,000 vehicles, Geely plateau vehicles with an annual output of 200,000 vehicles, and Volvo Chengdu with an annual output of 100,000 cars. 10 major vehicle manufacturing projects such as the base are clustered and developed, and a production platform with an annual output of 1.25 million complete vehicles has been initially formed. In the first half of 2011, Longquanyi District achieved a GDP of 21.59 billion yuan, a year-on-year increase of 18.2%.

In addition to Longquan, Neijiang City, which is located in the economic center belt of Chengdu-Chongqing City and connects the Chengdu-Chongqing Economic Zone, is also actively building the Western Auto Parts Industry Base. It is understood that there are currently more than 40 professional auto parts manufacturers in Neijiang. In 2008, the output value of the auto parts industry reached 6.3 billion yuan. In addition, it has established stable supply relationships with more than 20 vehicle manufacturers including Chang'an, Changhe and Liuzhou Wuling.

In addition, in May this year, CSR [4.61-1.71% Research Report] and Yuchai Group signed a strategic cooperation agreement in Chengdu, which will jointly build the largest engine development base in western China. At the end of August, the German Bosch Automotive Chassis Control System project also officially settled in Chengdu Economic Development Zone, marking the world’s largest auto parts manufacturer officially entering the Western China market. According to reports, the production base project is expected to total investment of about 880 million yuan, mainly engaged in ABS / ESP systems, sensor-based auto parts and auxiliary products production and sales. After the project is completed and put into production, the average annual output value is expected to reach more than 2 billion yuan.

Delphi Pike Electric Systems Co., Ltd. also plans to build a new automobile wiring harness plant in Chengdu this year. The company’s managing director of China’s Wu Geng said that China’s western region has great potential and that many OEMs have established production bases in the western region. The Chengdu plant planned to be completed by the end of this year will be Delphi Pike’s in the west. The first production base.

In addition to Sichuan, Shaanxi Province, also located in the western part of China, was jointly built by Gaoling County and Shaanxi Automobile Group, a heavy truck city in western China, during the “2011 Third China Western Auto Industry Development Forum” held in April this year. The western auto parts base has introduced 14 auto parts enterprises with a total contract investment of nearly 6 billion yuan.

It is reported that as of now, the base has completed more than 8 billion yuan investment, 83 auto parts companies signed in. Already, China's largest car engine manufacturing company Cummins, Hande Axle, and domestic parts and components company Shaanxi Wanfang, Deshi Group, Yunding Holdings, etc. 34 completed and put into operation, while Shaanxi Guangtai, Shaanxi Hengda, etc. more than 30 Large-scale auto parts companies are also stepping up construction. In addition, nearly 30 auto parts projects such as Shanghai Fengrui, Qingdao Global, and Changzhou Shuguang are under negotiation.

Supporting concerns show no doubt that for a complete vehicle factory, there is a stable and efficient supply chain system, which often means strong competitiveness. For component suppliers, it is backed by a powerful and reliable vehicle manufacturer. It also means that its market share will steadily increase. However, behind the rapid development of the western automotive industry, the hidden concerns of inadequate industrial support have emerged.

“Despite the fact that the local government has cultivated for many years, the western market has enjoyed great momentum of development. However, the number of supporting companies is still relatively small, especially for some key spare parts and even automotive interior accessories, which have been monopolized by foreign companies.” Car commentator Yang Zaijun said.

It is understood that the purchase amount of light interior accessories of Chang'an Automobile [4.19-0.48% Research Report] has reached more than 3 billion yuan each year, but most of the orders were “parted up” by joint ventures or wholly foreign-owned enterprises such as Lear and Yan Feng Johnson. In Chengdu and other places, there are almost no supporting enterprises in this area.

However, Yu Chen, an auto industry official, believes that the lack of supporting resources for parts and components in the western region is less of a direct relationship with vehicle manufacturers in the region. Take Chongqing as an example. There are Changan Automobiles, Iveco Hongyan and Chongqing Hengtong in the past. There are a relatively large number of parts and components companies. In Sichuan, where the market is more extensive, there is no obvious clustering due to the small and dispersed vehicle companies. .

Yu Chen pointed out that with the implementation of the strategy for the rise of the western region and the trend of the western region to undertake the transfer of industries in the eastern part of the country, more vehicle companies will be stationed in the west, and the role of industrial clusters of spare parts will come into being. It is also worth noting that the western region is a springboard for Chinese cars to enter Central Asia, Southeast Asia and South Asia, and has a good geographical advantage. This advantage will play an increasingly important role during the "12th Five-Year Plan" period.

Wu Kaiyuan stated that while the western automobile market has gradually emerged, problems such as shortage of workers also need attention. The western region should further develop and gradually import eastern energy, technology, and talent into the west and develop it in a rolling manner.

As Wu open source puts it, “Western development needs a process that will not happen overnight.” Today, with the rapid development of the automotive industry, how to speed up industry mergers and acquisitions, standardize industry standards, and improve product quality is exactly what China’s auto parts industry needs now. Problems of thinking.