The development trend of China's automobile industry and its impact on the automotive equipment manufacturing industry (2)

(2) The market competition is increasingly fierce, and the industrial concentration will be further improved. In 2009, with the rapid development of China's auto market, the economic benefits of auto companies have grown rapidly, and the profitability of enterprises has generally increased. Major auto companies have expanded their investment to increase production. In the next five years, China's automobile production capacity will continue to expand. Too low capacity utilization will be a difficult problem for auto companies in China in the future. At the same time, due to the excessive number of vehicle manufacturers in China (more than 130 in 2009), the market is scattered and the concentration is not high. The market competition between automobile companies will become increasingly fierce, and the price and profit rate of automobile products will gradually decrease.

Excessive automobile companies and automobile brands are not only not conducive to giving full play to the advantages of the scale economy of the automobile industry, but also greatly dispersing limited automobile manufacturing resources, making the scale and core technical capabilities of China's automobile enterprises far from the international large automobile groups, seriously restricting The sustainable development of China's automobile industry. Coupled with the problem of the low utilization rate of automobile enterprises in the future, it has become a very urgent task for China's automobile industry to accelerate the adjustment and optimization of industrial organization structure by promoting mergers and acquisitions. In the next 5 to 10 years, the optimization process of China's auto industry organizational structure will be further accelerated.

(3) The research and development capabilities of new energy vehicles and core parts and components technology will greatly enhance the balance of energy conservation, environmental protection and safety, and coordinate development, which is an important symbol of the sustainable development of the automotive industry. In recent years, the world's major automobile producing countries have made great efforts to develop new energy vehicles as a major strategic measure to improve their industrial competitiveness and maintain economic and social sustainable development. Especially with the breakthrough of automotive power battery technology, new energy vehicles have ushered in a rapid Opportunities for development.

According to the requirements of China's national economic development and the sustainable development of the automobile industry, the automobile industry must focus on energy conservation, and strive to improve the fuel economy of automobiles and upgrade the technology of products by accelerating technological progress and policy guidance. The research and development and industrialization of new energy vehicles will enter a period of high priority and rapid development. Alternative fuel vehicles will develop to a certain extent in areas with resource advantages, thus promoting the sustainable development of China's automobile industry.

Under the promotion of the development of new energy vehicles in the "Automobile Industry Adjustment and Revitalization Plan", in March 2009, Beijing established the first new energy automobile industry alliance and began to build industrialization bases, Chongqing, Jilin, Shenzhen, Hubei, Anhui, etc. The provinces and cities have publicly stated that they are planning to establish new energy automobile alliances and industrialization bases based on local auto companies. In addition, after the Olympic Games, the Chinese government will organize a demonstration campaign of “Ten Cities and Thousand Vehicles” for energy conservation and new energy electric vehicles for three consecutive years to promote new energy vehicles to cross the market cultivation period as soon as possible and enter the rapid growth period of the industry.

(4) Small-displacement vehicles will become the key areas for the development of the passenger vehicle market. New energy vehicles really need to occupy the dominant position in the automobile market. It still takes a long time. In the next 10 years, traditional vehicles will still be the mainstream of the automobile industry. The development of small-displacement vehicles is a simple and effective energy-saving and emission-reduction method that has been proved and recognized by international experience. Moreover, China's self-owned brand automobile enterprises mainly develop and produce small-displacement vehicles. Therefore, vigorously develop small-sized vehicles. Automobiles have an important role in promoting product structure, supporting the development of independent brands, improving the independent innovation capability of China's automobiles, and accelerating China's entry into the automobile society. In addition, the gap between the economic development and living standards of the eastern and western regions, cities, towns and towns, and rural areas in China cannot be balanced in the short term. The 16th National Congress of the Communist Party of China proposed the implementation of the strategy of developing the western region and the important tasks of adapting to the urban-rural dual economic structure. It provides a good international and domestic market base for small-displacement automotive products with mature technology, practicality and low cost.

Second, the automotive industry development needs for the automotive equipment manufacturing industry

Automobile equipment manufacturing technology is the support of advanced automobile manufacturing technology. The technical level of automobile equipment manufacturing determines the technical level and manufacturing quality of automobile products. At the same time, automobile equipment investment is the main investment of automobile manufacturing enterprises, accounting for more than 2/3 of the total investment of automobile manufacturing enterprises, which directly affects the manufacturing cost and enterprise efficiency of automobiles. It can be said that the automobile equipment manufacturing industry is the cornerstone of the development of the automobile industry and an important link in the automobile industry chain. At present, China's automobile industry is developing rapidly, and entering the transition from a big automobile manufacturing country to a car manufacturing power country is a huge challenge and an unprecedented opportunity for the automobile equipment manufacturing industry.

The rapid development of the automotive industry puts forward the following requirements for the automotive equipment manufacturing industry:

(1) Efficient automotive equipment should have high efficiency, mainly refers to high-end high-efficiency special equipment, modern high-efficiency flexible automatic production line and efficient manufacturing technology. In the face of the huge domestic automobile market, efficient automobile manufacturing equipment can improve efficiency and expand production capacity for automobile companies, and occupy an advantage in the automobile market competition.

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