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In the first quarter of this year, among the world's largest auto parts suppliers, except for the significant increase in Eaton’s revenue and the steady growth in sales of Lear and Visteon’s revenue, most of the rest of the company’s revenue declined compared to the same period last year. Specific, Cummins, Dana, and Cooper Tire's revenues have fallen sharply, both exceeding 10%. In particular, the net profit of Federal-Mogul and Meritor fell more than before - the former experienced a loss, while the latter fell by as much as 70%; in addition, Cummins, Dana, and American Axle had a net profit reduction of around 40%. The net profit of TRW, Delphi and Lear also fell by nearly 20%. The BorgWarner and Cooper standards fell by about 13%...
Bosch's sales in China reached 41.7 billion yuan in 2012, accounting for 10% of its global sales. In the past 10 years, Bosch has achieved a compound annual growth rate of 25% in China. Now, China has become Bosch's second largest overseas market. Bosch also plans to continue to increase investment in the Chinese market, and plans to increase investment by about 3 billion yuan in auto technologies and aftermarkets this year alone. Previously, Bosch and Chery established a joint venture in automotive electronics.
Last year, its own branded business accounted for 66% of Bosch's business in China. With the upgrading of the domestic auto industry, independent brands have entered the period of transformation and upgrading. As the domestic parts and components companies have not kept pace with the upgrade of their own brands, in the new round of competition, the joint venture parts companies are gradually engulfing the sphere of influence of the original components.
In 2012, Valeo's sales in China exceeded 10 billion yuan, accounting for 10% of group sales. The company expects this number to double by 2015, when China will become its largest overseas market. At present, Valeo has established 22 factories in China.
In 2012, TRW TRW in China had already accounted for 15% of the company's global business. Due to the rapid development of China's business, TRW TRW in China is growing at a much faster rate than expected. Every year TRW has to invest in additional investments. TRW plans to invest US$200 million in the Chinese market this year, exceeding TRW in any country in the world. The amount of investment.
In 2012, Delphi's Asia Pacific region accounted for 18% of global sales. The goal was to increase this share to 30%; to put one third of the world's diesel system production capacity in China. Delphi has 26 operating agencies in China and has production facilities in Shanghai and Suzhou. At present, Delphi’s investment in China has exceeded more than 500 million U.S. dollars. One of Delphi's F2e ultra-high pressure heavy-duty diesel common rail system won the highest honor in the global automotive technology - the United States PACE Award, this is Delphi's leading side in the diesel system technology. From a technical perspective, Delphi’s strengths are focused on combustion control. The main technology and advantage of Delphi is fuel injection control system, fuel injection control, the overall ECU control has always been Delphi's strengths.
In 2012, Valeo, Europe’s second-largest auto parts manufacturer, and TRW International Auto Parts, a TRW international auto parts giant, achieved growth rates of more than double digits in China last year. Valeo China orders account for about 18% of its total orders, but sales accounted for only 10% of the group's total global sales.
In 2012, German ZF company's total sales for the year reached close to 17.4 billion euros, an increase of 12% compared to 15.5 billion euros in 2011. ZF CEO Stefan Sommer said: “Like 2011, we achieved particularly strong growth in North America last year, and sales in this region have again increased by more than 40% year-on-year.†Experts estimate that ZF’s profit level in the Chinese market is almost equivalent to that in North America, and even exceeds its level. According to Dai Zhangyu, head of China ZF Commercial Vehicles Division, “The performance of the ZF Commercial Vehicle Division in China has increased by more than 28% from the previous year. In 2012, ZFDS’ sales revenue was 90.5 million Euros, which was a 20% increase from the previous year, far ahead of industry."
Recently, Magneti Marelli, an international parts trader, signed a joint venture with two domestic companies. ZF plans to re-launch two production bases in China this year.........
In recent years, China has become the world’s largest automotive country. Although production and sales volumes have dropped slightly in the previous year and last year and competition pressures have gradually increased, they have generally shown a trend of slow growth and will exceed 20 million vehicles this year. In view of the optimistic expectations of the overall market for China’s entire vehicle, multinational auto parts companies have started a new wave of investment over the years and have accelerated their investment and distribution in the Chinese market. At the same time, the in-depth local strategy focuses on the establishment of a Chinese market. The purpose of a localized R&D center is to expect high input to usher in high returns, demonstrating its confidence in the future Chinese auto market. For example, ZF ZF, BASF, Bosch, Delphi, Denso and other parts giants not only established their own R&D centers in China, but also have their roots in the localization market. This strategy and tactics of foreign-related component giants has made them in China. The penetration rate of the automotive industry is getting higher and higher, and its influence is also increasing. China's auto industry is getting deeper and deeper in parts and components of overseas marshes, and it is hopeless to become a powerful automobile country.
Since the first day of overseas parts capitalists' entry into the Chinese market, they have monopolized and controlled Chinese parts and components in high-tech and core technologies, such as automotive electronics and engine parts and other key areas, controlling more than 90% of their share. The giant crocodile is also relying on China’s consumption to upgrade its demand for foreign-owned spare parts. While maintaining the original high-end product market, foreign-funded parts and components companies are also actively developing low-cost products while expanding to the low-end market. For example, it shares the supply channels with domestic auto companies and joint-venture companies, and own-brand high-end products and joint venture brands. For example, in non-core parts and components such as automobile interiors, lights, and seats, the proportion of foreign capital is also gradually increasing. The large-scale production of streamlined products was achieved. Domestic parts and components companies could not resist and compete with them and quickly declined. They were enslaved to foreign appendages and overseas colonial factories.
It is not difficult to find that Chinese auto parts companies that lack independent research and development capabilities and core technologies have their products and markets concentrated in the low-end and mid-to-low end areas, especially in automotive electronics and electronically controlled mechanical parts and components with high technological content. There is a serious shortage of research and development and innovation. In addition, in the field of high-end parts and components, domestic companies cannot compete with international companies. Independent brands and joint venture auto companies do not bother with the technical concepts of local parts companies, even if the technology of individual parts companies reaches a certain level. However, under the same conditions, the entire vehicle company will still adopt multinational parts and components products, which will eventually lead to the survival of even the most technologically-advanced parts and components companies.†Most foreign suppliers of spare parts have to admit that Chinese domestic zero Component suppliers will be more responsible for the role of second-tier and third-tier suppliers of foreign parts and components companies in China. China's autonomous parts and components companies can only use limited resources and cheap labor to maintain market share. Their survival status is extremely difficult and not optimistic.
In recent years, China's commercial vehicle market has begun to enter the stage of demand for medium and high-end technology products. In particular, after China’s commercial vehicles as a whole entered the phase of Chinese-style automobile emissions, due to political and political performance requirements, China’s motor vehicle’s emission history from the country’s No.1 to No.5’s was ahead of the developed countries in Europe, the United States, and Japan. For more than a decade. However, the key components of the EFI system, which determined that commercial vehicle emissions from compression-combustion diesel engines meet the standard high-pressure common rail, are all controlled and monopolized by wholly foreign-owned foreign merchants such as Bosch, Delphi and Denso. China cannot even involve this high technology. In the field, what is more regrettable is that it cannot be cloned and surpassed in terms of materials and manufacturing processes. Domestic commercial vehicle manufacturers can only buy expensive flowers and silver at high prices, and foreign companies can earn a lot of money and become rich.
Cross-border auto parts companies have increased their localization to the Chinese market, which has completely changed the pattern of China's existing parts and components companies. Prior to this, the scope of Chinese parts and components companies to be involved has been limited to small automotive parts as well as non-core electronics and vehicle-outsourcing plastic parts. Foreign-funded parts and components companies have obvious advantages in terms of capital, technology, and scale. The cost-effective products that meet the needs of China's own brands will further suppress and squeeze the living space of local auto parts companies. Undoubtedly, the stronger the local capabilities of multinational corporations, the more pressure will be placed on the competition for local parts and components companies. This will be a catalyst for destroying China's parts and components industry, and it will be even more difficult for China’s auto industry to become the world’s largest market. It is impossible for the world’s strongest country.
Foreign-funded spare parts close to the throat, China's car dreams are strong and hopeless