Participate in the strategy of designing parts and components industry synchronously

Because of the problem of import tariffs, China was once sued by the European and American auto parts suppliers to the WTO, and the development of the domestic auto parts industry itself was even more concerned by the people. At the 7th Annual Automotive Industry Summit held in Wuhan recently, relevant experts opened a real archive of the industry for us, and analyzed its past gains and losses and predicted its future trend.

Photo: Yuhuan County, Taizhou City, Zhejiang Province, the country’s first export base of automobiles and components, has been affected by the global financial crisis and the domestic macroeconomic situation. Many companies are making every effort to respond, saying that the first thing to overcome at the moment is the "confidence crisis." The picture shows a new factory under construction by Zhejiang Zhongxing Shock Absorber Manufacturing Co., Ltd. shot in the Yuhuan County.

Rationally view the status quo of China's auto parts industry

Chen Bingyan, deputy director of the China Association of Automobile Manufacturers Policy Research Association, said that in 2000 China's accession to the WTO became a watershed for the auto parts industry. The previous period from 1953 to 1978 was the starting stage, from 1978 to 1992 it was the growth stage, and from 1992 to 2000 it was the localization stage. In the following 8 years, China’s auto parts access thresholds were opened. In this open 8 years, almost all foreign advanced technology components have entered China, and China’s auto parts industry has begun to enter into a fusion and competition. In the new stage of development, five major industrial clusters have rapidly formed: the Bohai Rim, the Yangtze River Delta, the Pearl River Delta, Hubei Province, and the central and western regions. There are more than 8,000 auto parts companies, of which there are more than 1,600 in Zhejiang.

While the rapid development of China's auto parts industry, it also exposed the problems: the core technology of key components has not yet mastered; the trend of being marginalized in the high-end OEM market is serious; foreign acquisitions, mergers and acquisitions of domestic enterprises, especially auto parts The strategic intentions of the leading companies are prominent; the ability of vehicle auto companies to control key components is weak. Finding solutions to these problems is our future direction.

The implementation of "National 3" is a big hit for diesel engines.

According to Zhong Yuwei, the assistant to the president of Yuchai Machinery Co., Ltd., it is necessary to talk about the diesel engine in the auto parts industry and the “National 3” emission standard in diesel engines. My basic view on the "National III" emission standard is: When you are not in a good time, love and hate each other.

He believes that the implementation of “National III” has at least the following impacts on the production industry: the introduction of electronic control and post-processing technology has led to a significant increase in the cost of production and service of diesel engines, but due to market constraints, the price of the whole machine cannot be increased synchronously, and the company’s earnings The level is greatly reduced; the application of electronic control and post-processing technologies has enabled the engine technology to have a qualitative upgrade, the entire vehicle matching technology has to be upgraded accordingly, the technical difficulty of the product is thus increased, the investment in R&D is greatly increased, and the product upgrading is accelerated. The life cycle is shorter, the risk of new products entering the market is increased, and the success rate is reduced; the investment in R&D, manufacturing, and services has increased substantially, and the technical barriers to industry have significantly increased.

At the same time, the implementation of “National III” has also had an important impact on the sales market of diesel engines for vehicles. This has led to a clear trend of early purchases by users in the first half of this year. After the official implementation of “National Three” in July, the entire market continued to decline and entered In the fourth quarter, the market trend is even less optimistic. From the perspective of heavy, medium and light diesel engines respectively, with the implementation of “National III”, the market capacity of large heavy trucks has expanded, the market share of low-power quasi-heavy machinery has continuously declined; the growth of medium-sized diesel engine plates has been modest; the light diesel engine has maintained a steady growth trend. However, the homogeneity phenomenon is relatively serious, and the common problem of low technical content and quality is not eliminated.

Zhang Shenghong, deputy general manager of sales company of Dongfeng Chaoyang Diesel Engine Co., Ltd. believes that after the implementation of “National III”, traditional diesel engines will face more and more severe challenges, and engines with backward technologies will be difficult to establish in China. Engine companies must continue to carry out technological innovations to meet the regulatory requirements for new energy-conservation, emission reduction, and safety issues that are being introduced. For light-duty diesel engine manufacturers, in the future, special attention should be paid to the intelligentization and standardization of engine technology; integration with the OEM of the host plant, synchronization, and modularization; comfort and humanization in product use, mainly low-noise, Reliable, easy to maintain; energy saving, low emissions, and the development and use of new energy.

Through independent research and development to make up for the product spectrum blank of China's axle products

Among thousands of automotive parts, axles are one of the most important components, and their R&D level and production status attract much attention.

Huang Jiarong, general manager of Dongfeng Dana Axle Co., Ltd., spoke of his own view: China's axle industry is developing along with commercial vehicles. For a long time, China can only produce some axles with very light load capacity. In the 1980s, the 10-ton medium-sized vehicle axle was only found, and the double-rear axle with 23-26 tons of load was developed in the past two years.

The reason that led to the lag in the car industry in China is the lack of communication and exchange of information in the domestic industry, and the protection of intellectual property rights is not enough, resulting in the plagiarism of the domestic car axle industry. Almost every excellent axle product that is successfully brought to market will become a target for competitors to copy. This has caused the long-term backwardness of the domestic axle research and development. In addition, the closed axle market has also caused companies to lack the incentive to invest in R&D. Commercial vehicle companies, for their close ties to axle resources, have caused the lack of a sense of urgency in the parts and components manufacturing companies they support, and they lack the accumulation of technology and the reserve of R&D talent.

In the future, the user's requirements for axle noise and product reliability are getting higher and higher. Therefore, the development direction of the axle industry is: single-stage deceleration single axles with high-power, low-speed ratio and light weight tend to be used for medium and heavy truck axles for highways. Or through the bridge. The engineering heavy-duty trucks tend to use single-stage deceleration or deceleration bridges with high-pass, high-torque, high-impact loads, and non-slip differential designs. Hybrid trucks tend to use high-pass, high-torque, high-impact loads, non-slip differential design, single-speed deceleration or low-speed bridges with low speed ratios. The urban logistics light trucks tend to use single speed deceleration single bridges with low speed ratio and light weight. Tourist coaches have been moving towards single-stage deceleration single bridges with high horsepower, low speed ratio, low noise, and light weight. Because bus buses start braking more frequently, they must use high-torque, low-noise, lightweight, single-stage retarder single bridges with integrated retarder and high-performance life brake. Therefore, in the future, the axle industry must adopt independent innovation to establish product spectrums and achieve modularized design and manufacturing to meet the market needs of the automotive industry.

Experts agreed that the development trend of China's auto parts industry will inevitably be the scale of production, internationalization of operations, advance development and simultaneous development. For auto parts, this is very important. Only if the vehicle is developed ahead of schedule and developed in advance, then our vehicle will be competitive. In the past, China’s parts and components actually followed the entire vehicle, and there was no way out for follow-up development. Only participating in the synchronous design of the entire vehicle, and then you provide parts and components that meet the performance requirements of the entire vehicle. This is the zero of the car. Component industry should take the strategy.