China auto parts cost advantage no longer
Raw material prices rising, many industry option in the decompression, but the industry is "cautious" - in a car industry chain of car parts, vehicle manufacturing, automobile trade in the three major link, only dare to rise in price of the tires are rare in auto parts, and its style from the relative monopoly of technology and market.
As the vehicle, auto parts with cost, the price is squeezed in the barrier in life and death choice.According to the global business consulting company latest research results show that the Al - ixPartners due to factors such as the appreciation of the renminbi, rising prices of raw materials, China's production of parts and components export costs increased by 16%, foreign buyers interested in parts of China began to decline, gradually reduce the scale of procurement in China.Due to the lack of high value-added products, will have $2010 in 16 billion "escape" the Chinese parts orders.
In front of the harsh reality, China's auto industry will be how to deal with?
The price of crude oil topped $130;Global auto steel giant, Nippon steel prices by thirty percent for Toyota cars, sells more than 100000 yen per ton, hit a 26-year high.In Tokyo, the rubber hit a record high since June 2006...Under the background of important raw materials and energy is rising, the parts of the automobile industrial chain link, manufacturers have different reaction: tire giants do not hesitate to choose the price, and most of auto parts enterprises can only choose to maintain our original price.
About 5:3:2 international automobile industrial chain of profit distribution, namely parts enterprises accounted for about 50% of the automobile industry chain gross profit;The vehicle production enterprises accounted for about 30%;Engaged in automobile trade is about 20% of the profits.But because many parts enterprises, concentration is less than the whole car, bargaining power is not strong, so, in fact, the average return on investment is lower than the vehicle parts enterprises, namely according to the rate of return from high to low arrangement, followed by auto trade, automobile manufacturing, auto parts.
Because of this, car traders for the raw material price is not competitive, but have different performance vehicle production enterprises."Just look from the effects of rising steel prices, the heavier weight of the car affected."Teil essence securities auto analyst at sun pointed out, "steel prices rose for commercial vehicles than passenger cars, the influence of steel weight of the truck weight of 70% to 80%; in passenger cars, steel prices rose a greater influence on low cost budget."
The rising cost of raw materials, the impact on the high-end brand car significantly lower than the mid-range cars.This is decided by value-added factors of traditional auto industry.A car after assembly, logistics, sales, several big link, the raw material cost and high-end brand car proportion is not high, the recent rise in raw material only about 0.5% to 1% of the price;And high-end brands can be digested by scale effect and technical innovation which part of the cost pressure.But middle-end cars are completely different, a car of 30000 yuan, 5% of steel price increases may eat the terminal price.The same as the automobile enterprise, different auto parts enterprises to fight the cost pressure.Teil sun pointed out that the two kinds of parts enterprises have the ability to transfer cost pressures.One is in a relative monopoly market segments, such as tyre industry.The second is, into a complete system of the vehicle, with the core intellectual property rights, or the competitiveness of enterprises, such as Bosch, denso, etc.
Squealed and other auto parts companies.In an interview with reporters, an automobile chassis manufacturers said the recent negotiations and automobile enterprise, with every time.Baosteel's supply of raw materials rose by nearly 10%, we request and automobile enterprise share, but doesn't always talk properly.
In the overseas market, crisis began to hit the Chinese auto parts industry.Global consulting firm the PAC group, according to a survey data in 2008, general motors, Toyota, ford and other three auto giant auto parts purchases in China will be $8 billion less than the expected value;In 2010, the three giants in China's purchases or will reduce the $16 billion.
Caused by transnational automobile giants purchasing to the main reason is that China's auto parts mainly at a low price to win, does not have the core competitiveness, as soon as the price rises, loses its appeal.From the global business consulting firm, ixPartners, according to the results of the latest research in less than a year's time, because of the appreciation of the renminbi, rising prices of raw materials and other factors, some Chinese production of parts and components export costs increased by 16%.State and the survey of further pointed out that due to the lack of standard and cheap parts supplier in China, about more than 80% of the transnational automobile giants in the purchasing quantity and reduce the cost in China did not meet the goal.
The dilemma of parts enterprises, vice secretary of China association of automobile manufacturers Alice king is not to do.In Harbin at the 63th national auto parts trade fair, Alice king "chaozuoye" approach to metaphor, hit the nail on the head pointed out: in the past, we did it is the lowest value that a, did not involve more front part by the wisdom to make money.Always copy others' homework can't graduate.
Alice king believe that China's auto parts manufacturing enterprises must carry out technical innovation.Only development of high value-added products, China auto parts can get rid of "production, technology, technology research and development is more and more marginalized" on the situation.On the other hand, the current cost pressures are more eager to reveal the from "made in China" to "created in China" the necessity and urgency.