According to relevant data, 50% of auto parts manufacturing is related to the Chinese market, and the worlds major auto parts giants have invested and built factories in China. However, due to the birth of a new round of technological revolution, the wave of new four modernizations in the industry is surging, and the existing global automobile industry chain pattern is also facing restructuring. The so-called new four modernizations refer to electrification, intellectualization, networking and sharing.
On October 21, the 2020 China Automobile Supply Chain Conference jointly sponsored by China Automobile Industry Association and Xian municipal government was officially held. Guests and representatives from national ministries and commissions, industry associations and relevant enterprises upstream and downstream of the industry held in-depth discussions on the above issues, and jointly put forward suggestions and suggestions for the construction of a safe and controllable automobile industry chain.
The scale of Chinas automobile supply chain is huge
The reporter learned that the predecessor of China Auto Supply Chain Conference was China auto parts industry annual meeting and Summit Forum, which has been successfully held for 17 sessions. Fu Bingfeng, executive vice president and Secretary General of China Automobile Industry Association, revealed that the reason why the 18th Congress was upgraded was mainly due to the change of the whole industrys understanding of automobile supply chain.
Fu Bingfeng said that during the 13th Five Year Plan period, Chinas automobile industry has made great progress and maintained a healthy and stable development, among which the auto parts industry has played an important supporting role.
According to statistics, the annual main business income of auto parts enterprises above Designated Size will reach 3.6 trillion yuan in 2019. In the automobile export commodities, the automobile spare parts occupy the leading position.
Today, with the rapid development of electrification, intelligence and networking, the automobile parts industry has also ushered in the opportunity of innovation and development. Relevant data show that at least 50% of the worlds auto parts manufacturing is related to China. Major auto parts giants in the world have invested and built factories in China, and some R & D and testing centers are located in China.
Fu Bingfeng believes that the above achievements are mainly due to the fact that China has the worlds largest auto consumer market and a relatively complete manufacturing system. At the same time, Chinas progress in vehicle technology integration also has a huge driving effect on the innovation of parts technology, which further promotes more and more multinational automobile companies to regard China as a manufacturing base based in Asia and radiating around the world.
To change the annual meeting of auto parts industry into automobile supply chain conference is not only a change in terms, but also an essential improvement in our understanding of the law of industrial development and our ability to promote industrial development. Wu Wei, director of the Machinery Department of the Industrial Development Department of the national development and Reform Commission, believes that the automobile industry chain is long and has a strong driving role. However, from a deeper perspective, it involves problems of systematization and internationalization.
New four modernizations
Bring opportunities and challenges
Compared with previous conferences, this years conference has been renamed, which has aroused further attention in the industry. The most important reason is that the new four modernizations have changed the existing pattern of the industry and accelerated the reform of the automobile supply chain. Everyone is very concerned about the trend and opportunities of the industry in the next step. A participant who did not want to be named told the securities times that in the process of great changes in the industry, every participant in the upstream and downstream of the industrial chain is facing transformation.
Obviously, this transformation is accelerating the fission of the original automobile supply chain system. Luo Junmin, Deputy Secretary General of China Automobile Industry Association, said that in order to comply with the trend of four modernizations and aim at core technologies, the global automobile supply chain is undergoing deep structural adjustment, and major auto parts giants have invested heavily in new four modernizations technology. At the same time, a large number of new technology companies are competing to form cross-border integration with the industry.
In Luo Junmins view, the trend of new four modernizations not only provides opportunities but also challenges for automobile supply chain system. One of the core is to accelerate the restructuring of the automotive supply chain, the traditional auto parts enterprises are experiencing the biggest and most difficult transformation and upgrading pain in history.
It is reported that at present, more than 90% of Chinas auto parts enterprises are small and medium-sized enterprises, among which there are more than 13700 large-scale parts enterprises. The reporter learned that, with the trend of new four modernizations coming, most of the traditional parts enterprises are facing shrinking business and their benefits are rapidly declining. At the same time, due to financing difficulties and other problems, some enterprises can not keep up with the pace of transformation and upgrading, and are facing elimination.
Some people in the industry believe that the low efficiency of transformation is the direct reason for the elimination of some parts enterprises. However, the most fundamental obstacle lies in the technical weakness of the industrial chain.
In this regard, Ma Chunsheng, deputy director of the automobile development department of the first division of equipment industry of the Ministry of industry and information technology, cited some specific cases at the meeting. He said the novel coronavirus pneumonia outbreak in 2020 has caused an impact on the global automotive industry chain, and exposed some deep-seated problems in Chinas automobile industry chain and supply chain. At present, there are some shortcomings in the technical level of key components such as intelligent vehicle operating system and software in China, and there is still a gap with the international advanced level, and the design and manufacturing capacity of core sensors is relatively weak. At the same time, there are still bottlenecks in the research and development, production, testing and other aspects of high-end equipment in Chinas automobile industry, leading to the weak basic ability of some parts enterprises.
Ma Chunsheng believes that the world is experiencing a great change not seen in a century, and the automobile industry has entered a period of deep reform. There are still huge development opportunities in Chinas market. If we want to seize the opportunities, we must solve the above problems.
Ensure the safety and stability of the industrial chain
In addition to the existing technical bottleneck of the industrial chain itself, many industry experts also talked about the safety problems faced by the automobile supply chain under the new situation. For example, after novel coronavirus pneumonia outbreak, international trade circulation is hindered. This also brings risks to the domestic automobile supply chain. Meanwhile, in the post epidemic era, trade unilateralism will continue to affect the international automobile supply chain pattern and influence the domestic automobile supply chain.
Chen Bin, executive vice president of the China Federation of machinery industry, said that at present, the international situation is facing profound changes. The world economy is in a downturn, and unilateralism and trade protectionism are prevailing, which have a great impact on the political and economic development of various countries. Chinas economic and social development is at the end of the 13th five year plan and the beginning of the 14th five year plan, but it is also facing many difficulties and challenges. When the international environment is unstable and uncertain factors are increasing, it is necessary for Chinas automobile supply chain security to be put on the agenda.
In his view, accelerating the development of parts enterprises and pushing them to the middle and high-end level of the value chain is the key to building a safe and controllable automobile supply chain. At the same time, the safety of the supply chain is also the fundamental to ensure the healthy development of the automobile industry.
At the same time, in the construction of automobile supply chain security level, Wu Wei also put forward several specific measures: first, improve and smooth the automobile industry chain, ensure that the industrial chain has enough volume, and promote the smooth internal circulation of the industry; second, the industrial chain should realize healthy and independent, rely on technological progress to master the initiative; third, the industrial chain should promote sustainable development and enhance industrial coordination and coordination Fourth, the industrial chain should be coordinated and complementary, efficient integration.
Bi Jiyao, vice president of China Macroeconomic Research Institute, believes that under the background of the increasingly obvious characteristics of the accelerated evolution of the worlds great changes, it is increasingly difficult to achieve overall development. Only by fully ensuring the security of the industrial chain supply chain can we effectively smooth the national economic cycle and effectively promote the domestic and international dual circulation. In addition, some industry experts pointed out that the security of automobile supply chain cannot be guaranteed without the support of government departments. Fu Bingfeng said that the national innovation system has also played an important role in the security of the automobile supply chain. It is reported that at present, the state has provided various financial support for the problems existing in the automobile supply chain, such as the advanced manufacturing industry investment fund led by the national development and Reform Commission, the Ministry of industry and information technology, and the Ministry of finance, etc., which are playing a leading role in investment. Fu Bingfeng believes that the participation of these funds will promote enterprises to produce more innovative achievements and effectively promote the high-quality development of Chinas automobile industry chain. Source: Securities Times editor in charge: Yang Bin_ NF4368
Bi Jiyao, vice president of China Macroeconomic Research Institute, believes that under the background of the increasingly obvious characteristics of the accelerated evolution of the worlds great changes, it is increasingly difficult to achieve overall development. Only by fully ensuring the security of the industrial chain supply chain can we effectively smooth the national economic cycle and effectively promote the domestic and international dual circulation.
In addition, some industry experts pointed out that the security of automobile supply chain cannot be guaranteed without the support of government departments. Fu Bingfeng said that the national innovation system has also played an important role in the security of the automobile supply chain.