In the “Auto Industry Development Policyâ€, the parts and related industries as Chapter 8 have three aspects: First, the development direction of the future parts and components companies; Second, the macro management and investment direction; Third, the development of related industries. The reporter recently interviewed relevant experts and asked them to comment on the implementation of these three aspects.
Article 30 of the "Automobile Industry Development Policy" The auto parts enterprises should adapt to the development trend of the international industry and actively participate in the product development work of the host plant. In the key auto parts field, it is necessary to gradually develop system development capabilities. In the general auto parts field, it is necessary to form advanced product development and manufacturing capabilities to meet the needs of domestic and foreign markets, and strive to enter the international auto parts procurement system.
Experts' Comments: Overall, there are no specific quantitative indicators for the parts and components industry in industrial policy. "Participating in OEM product development" indicates the development direction of parts and components companies, and also indicates that the relationship between parts and components companies and OEMs should be based on technology as a link to establish strategic alliance relationships. The improvement of the development capability is the key issue facing the OEM and parts companies in the next phase. After more than 20 years of development, China's parts and components companies have accumulated a certain degree of manufacturing capacity and management level. On this basis, it is important to increase research and development capabilities.
From the current situation of the development of China's auto industry, the main engine plant has about 60% of the cost of procurement, and the participation of parts and components companies in the development of mainframe plants is a general trend. Because of the impact of the “Administrative Measures on the Import of Auto Parts and Components that Constitute the Characteristics of the Whole Vehicle†on the price, many of the imported vehicles of the joint venture need to be localized and find suitable supporting factories. According to briefings, the openness of some of the models that Shanghai GM is developing or has already carried out in China is very open. It is possible to provide a database of relevant products so that parts and components companies can participate in the development of the main plant.
From the perspective of the entire industry, there have been a number of companies that meet the requirements of the host plant in terms of research and development capabilities, and both lamp manufacturing companies and air-conditioning system manufacturers are actively involved in vehicle matching and other work. Although the private parts and components enterprises in Zhejiang and other places are very dynamic, companies not only have obtained core competitiveness through means such as digging of people, but all aspects of management have also been continuously improved, but we should also see that there are about 30,000 zero and large in our country. Component companies still have more than 90% of the total companies failing this requirement. In addition to mergers and reorganizations among enterprises, most enterprises must actively improve their R&D capabilities to meet the needs of domestic and foreign markets.
Article 31 of the “Development Policy of the Automobile Industry†establishes special development plans for parts and components, provides classified guidance and support for auto parts products, guides social capital to the auto parts production field, and promotes the professionalization of parts and components companies with comparative advantages. , Mass production and modular supply capabilities. For the parts and components manufacturing enterprises that can support multiple independent automobile production companies and enter the international auto parts procurement system, the state gives priority to technology import, technological transformation, financing, and mergers and reorganizations. Auto vehicle manufacturers should gradually adopt e-commerce and online procurement methods to purchase components for the society.
Experts' Comments: “Development of special development plans for components and parts†is mainly the government's macro-level planning and specifies the direction of investment for parts and components companies. For a long time, including the old industrial transformation projects, the state has provided special fund support for the parts and components enterprises through the Development and Reform Commission, the Ministry of Science and Technology, and the Ministry of Commerce. For example, many companies have already obtained financial support from the state to encourage enterprises to strengthen e-commerce and support export R&D funds. In the area of ​​socialized procurement, many OEMs are already in the process. For example, the “crazy domesticization†slogan put forward by FAW provides opportunities for parts and components companies to grow and expand.
In fact, before the new automobile industry policy was announced, much of this work was already being done, but it was only strengthened through policy provisions. Some core areas with high technological content, such as airbags and ABS, have achieved certain results and can be seen as breakthroughs in China's spare parts sector. Therefore, the guiding significance of the content of this policy for the parts and components industry is far greater than the practical significance.
Article 32 of the “Development Policy for the Automobile Industry†According to the requirements for the development planning of the automobile industry, manufacturers in the automotive industry related fields such as metallurgy, petrochemicals, machinery, electronics, light industry, textiles, and building materials should pay attention to metal materials, machinery and equipment, Tooling molds, automotive electronics, rubber, engineering plastics, textiles, glass, automotive oils, etc., improve product levels and market competitiveness, and the simultaneous development of the automotive industry.
Focus on supporting iron and steel production enterprises to achieve the supply capacity of sheet metal for cars; support the establishment of specialized mold design and manufacturing centers to improve the design and manufacturing capabilities of automotive molds; support the technological advancement and product upgrading of petrochemical enterprises, and enable the quality of refined products such as refined oil and lubricating oil to reach International advanced level to meet the needs of the development of the automotive industry.
Expert Comments: Starting from the start of China's auto industry, related industries have always been a solid backing for the automotive industry and have been accompanied by advances in the automotive industry. From the related industry as a whole, the development of the mold industry and the steel industry in the past two years has performed more prominently. Relatively speaking, there is still a certain gap between China's rubber industry. At present, the fact that certain rubber products in China still need to rely on imports shows that the gap in the rubber industry mainly exists in the special rubber fields such as seals, rather than ordinary tire rubber.
For some time now, the issue of oil products has been the focus of attention of all walks of life. Experts believe that at present, the development of China's oil quality is still unbalanced, and the contradiction in oil products is mainly concentrated in the two aspects of technology and strategy, that is, whether China should follow the standards of foreign countries and should not develop diesel cars.
Experts said that in fact, in the new industrial policy, the impact of the above three on the parts and components industry is not very great, because many companies have already realized these directions, and have already done so. On the contrary, the terms of other chapters may have a greater impact on the parts and components industry in certain aspects. The parts and components are used to service the entire vehicle. Therefore, each regulation of the vehicle has more or less influence on the development of the parts and components industry. On the one hand, improving the R&D capability of vehicles is absolutely inseparable from the support of improved R&D capabilities of parts and components. On the other hand, complete vehicles must have independent intellectual property rights, and components and parts must have independent intellectual property rights.
They gave an example to reporters. For example, the introduction of "Administrative Measures for the Import of Auto Parts That Constitute the Characteristics of a Whole Vehicle" directly promoted the localization process of the products that constitute the characteristics of the entire vehicle, and also enabled the investment and introduction of corresponding parts and components companies. Technology becomes possible. In terms of exports, for example, the entire vehicle exported to foreign countries may still have product certification and adaptation to local regulations. In comparison, parts and components products face fewer problems, and giving certain support will receive great results.