Trillion market size Who is the leader of the wave of auto parts remanufacturing industry?

In a certain period of time, most of the domestic auto parts enterprises sales are low, compared with the sales of tens of billions of dollars of multinational giants, China's auto parts enterprises are significantly smaller. Moreover, China's manufacturing exports have always been known for being cheap, and large multinational enterprises have not only transferred manufacturing links to low-cost countries and regions on a large scale to open up emerging markets in order to effectively reduce production costs, but also gradually extended the scope of transfer to R&D, design, procurement, sales and after-sales service, and the scale of transfer is getting larger and higher. With the change in the organizational structure of the auto parts industry, more and more automakers will implement global procurement of parts.

However, China's huge manufacturing industry and the characteristics of high quality and low price are unlikely to change in a short period of time, so auto parts will still be exported and internationalized as the main theme in the future. The development of new technologies for auto parts presents the following major trends: the depth of development is deepening; The degree of generalization and standardization of parts and components has been improved; The level of electronic and intelligent parts has been improved; The lightweight of vehicles and parts has become the future development trend; Clean and environmentally friendly technology has become the commanding heights of future industrial competition.

In a certain period of time, China's auto parts industry still has many deficiencies, such as poor industrial foundation, unreasonable structure, insufficient research and development and lack of famous brands.

As the main product of the automotive aftermarket, auto parts will also be "like a fish in water" here, and the huge market demand will bring greater market development space to domestic auto parts enterprises.

From the perspective of the industrial chain relationship, the prosperity of auto parts should be the same as the growth rate of vehicle sales, but this situation mostly appears in the mature and saturated automobile market. China's auto and parts market is still in a period of rapid growth, especially in the auto parts industry mergers and acquisitions integration has just begun, regional leading enterprises are breaking through regional restrictions, growing into national leaders, and some enterprises are seeking transnational development. In such a process, the successful breakthrough of spare parts enterprises can often achieve growth against the market.

Therefore, auto parts companies with core competitiveness are very likely to become "general" and "Volkswagen" in the industry in the future. At present, the listed auto parts companies worth looking forward to include: Shunrong shares, Xinghui car model, VIE Technology and other companies.

At the same time, there are also "potential stocks" worth paying attention to among the companies to be listed in auto parts: Yapp Auto Parts, Chongqing Xiaokang Industrial Group, Shanghai Lianming Machinery and other companies.

According to the "2015-2020 China Auto Parts Remanufacturing Industry Market Demand and Investment Planning Analysis Report Prospect" released by the Prospective Industry Research Institute, it shows that in Europe, the proportion of the scale of vehicles and parts in the automotive industry is 1:, and the proportion of the annual output value of China's automobile and auto parts is 1:

At present, the scale of the automotive aftermarket has reached 460 billion yuan, with a compound growth rate of 28% from 2006 to 2011, according to this trend by 2015, the scale of China's automotive aftermarket is expected to reach 766 billion yuan, and it is expected that by 2020, the market size will exceed one trillion yuan.

China's car ownership has reached 100 million units, the rolling growth of the number of vehicles to promote the expansion of the scale of the automotive aftermarket, is expected to reach 766 billion yuan by 2015, by 2020 the market size will exceed one trillion yuan.

Market development experience and data show that relative to the number of cars in the country, China's hundreds of millions of cars are very young, with the growth of car age, the consumption of car maintenance will increase year by year, auto parts enterprises have a good market prospects!

Whether it is a man or a woman, the automotive industry is a good choice, as long as it is not a dream.

According to the "2014-2018 China Auto Parts Manufacturing Industry In-depth Market Research and Investment Prospect Analysis Report" released by the Prospective Industry Research Institute, the number of enterprises above designated size in China's auto parts manufacturing industry in 2013 was 10,333, achieving sales of 100 million yuan; The profit of product sales was 100 million yuan, and the total profit was 100 million yuan, and the indicators increased significantly compared with the previous year. However, the data is not as rosy as it seems. The report data also shows that foreign-funded parts enterprises, accounting for less than 25% of the number of parts enterprises in China, have achieved nearly 45% of sales revenue, and the total profit is more than 50%, while the number of domestic enterprises accounting for more than 75% of the total profit is less than 50%.

At present, China's local parts enterprises are mainly concentrated in the low-end market of auto parts production, and the superior products include automobile wheels and cylinder blocks. In the core components such as air conditioning systems, transmission systems, braking systems, steering systems, core components of energy-saving and new energy vehicles, and electronic control with high technical content and large profit margins, they are basically monopolized by foreign-funded enterprises.

In recent years, China's automobile industry has maintained rapid development, and the demand scale of the auto parts market has also grown rapidly. The construction of the auto parts industrial park has become an effective means for the local government to stimulate economic growth and promote industrial agglomeration. The "2015-2020 China Auto Parts Manufacturing Industry In-depth Market Research and Investment Prospect Analysis Report" released by the Prospective Industry Research Institute.

Prospect research shows that in recent years, the investment in the automobile industrial park has shown the characteristics of large area, large investment amount and wide coverage, only in 2013, there are a number of parts industrial parks with an investment of 10 billion yuan to start construction or will be built. For example, Xiantao Jianhuazhong Auto Parts Industrial Park, with an initial investment of 5 billion yuan, will have a total investment of more than 20 billion yuan in the next four years; Hangzhou Economic Development Zone has built an auto parts industrial park, with an investment scale of more than 10 billion.

The inevitable result of large-scale investment in the auto parts market is the large-scale growth of parts output value and sales revenue. According to the research of the Prospective Industry Research Institute, from 2005 to 2012, the output value of China's auto parts increased from 401.7 billion yuan to 2,661.9 billion yuan, with a compound annual growth rate of 100.7 billion yuan; The sales revenue of auto parts increased from 100 million yuan to 100 million yuan, with a compound annual growth rate.

The rapid expansion of the scale of the auto parts industrial park will lead to the intensification of competition in the entire auto supporting market, which will cause the decline in profits of the entire industry. How to digest such a large output and promote the benign development of the auto parts industrial park has become a problem that needs to be solved by the local government. At the end of November 2013, Guangdong Province held the "2013 Guangdong Auto Parts Industry Investment Promotion Conference" to create a global investment promotion platform for auto parts, of which 6 auto parts industrial parks also actively participated, finding an effective model for the auto parts industrial park.

With the globalization of the automobile production market, auto parts resources have also begun to be allocated globally. As a big country in the automobile industry, China's export market for auto parts has gradually opened. In 2012, the export value reached 100 million US dollars, of which the export value of auto parts, accessories and body reached 100 million US dollars, a year-on-year increase.

Forward-looking analysis believes that the "2013 Guangdong Auto Parts Industry Investment Promotion Conference" held by Guangdong Province has made a demonstration for the domestic auto parts industrial park. In the next few years, global investment will become an inevitable choice for the development of auto parts industrial parks. Through global investment, the contradiction between supply and demand in the domestic market can be solved and the competition between enterprises can be reduced.

At the same time, it can also expand the overseas market share of domestic parts enterprises and improve the visibility of enterprises.

The state has a set of strict regulations on the retreading of automobile tires, which is encouraged by the state to operate legally and in accordance with technical standards. It's just that you don't make as much money as low-quality retreaded tires. The remanufacturing of other auto parts is easy to ignite, and I think it's better not to do it.

To be honest, the reengineering of auto parts involves a lot of bottlenecks at the technical level, take tires as an example, which can ensure the quality of retreaded tires, once consumers use retreaded tires have quality problems, or even accidents, who to go to? ? The state does not have clear rules and regulations to follow, and it is still not recommended that you develop this industry

It's easy to set yourself on fire, so it's better not to do it.

From January to October 2013, China's automobile production and sales were 10,000 and 10,000 units, a year-on-year increase. Compared with the same period last year, it increased by one percentage point and one percentage point, respectively. Analysis of the "2013-2017 China Auto Parts Manufacturing Industry In-depth Market Research and Investment Prospect Analysis Report" released by the Prospective Industry Research Institute

By the end of 2013, China's automobile production and sales will exceed 20 million, and the production and sales will be about 10,000 and 10,000 respectively.

Since 2009, China's automobile production and sales have ranked first in the world for four consecutive years. The rapid development of the automobile industry will inevitably lead to an increase in demand for parts, in addition to domestic enterprises, in recent years, foreign-funded enterprises have increased investment in China's auto parts market, in order to continue to expand China's automobile market cake in a piece of the pie.

In the first ten months of 2013, China's automobile production and sales rose sharply, and foreign-funded enterprises also increased their investment in Chinese parts and components on a large scale, such as Valeo, Yazaki Corporation, Aichuang Instrument, Aichi, etc. Among them, Valeo's investment scale is relatively large, with an investment of about 1 billion yuan in 2013.

In January, Chongqing Lilong Group, together with Yazaki General Industry of Japan, Aitron Instrument of the United States and Hi-Lex of Japan, jointly invested 500 million yuan to build Lilong International Industrial Park in Chongqing Yufu Industrial Park. In April, Aichi Auto Parts Technology Co., Ltd. opened in Chongqing North New Area with an investment of 25 million US dollars. In July, Akebono Brake will restart the planned expansion of production lines at its Guangzhou plant in 2012, with an investment of about 400 million yen (about 25 million yuan).

In August, South Korea's Moreens Corporation and Taiwan's Lipengjing jointly invested USD 6 million to build an auto parts production plant in Yeongcheon, Gyeongsangbuk-do. In October, 16 Korean auto parts companies, including Dgenx and Han Kook Natinonal, held talks with FAW Group and other Chinese companies to obtain investment opportunities.

In Huawei's eyes, WM Motor belongs to the Internet of Things.

The self-network industry is an application scenario of the Internet of Things. What is the Internet of Things? The Internet of Things is the communications industry, and Huawei's main business is properly.

The Internet of Things is widely used in the integration of networks through communication perception technologies such as intelligent perception, recognition technology and ubiquitous computing, so it is also known as the third wave of the development of the world's information industry after computers and the Internet.

In the future, the car will be more intelligent, and Huawei has 5G technology.

The advantage of attacking is equivalent to the system on the car, on the car.

chips, but Huawei has said that it will not build cars. Now all major domestic cars have cooperation with Huawei, which is called enterprise business in Huawei, which currently accounts for 10% of Huawei's revenue, and has experienced the technological revolution of electric vehicles, hoping that domestic cars will occupy technical advantages and win glory for the motherland.

1. Definition of automotive aftermarket:

The so-called automobile aftermarket refers to the various services around the use of the car after the sale of the car, which covers all the services that consumers need after buying the car. That is to say, in the process from the sale to the scrapping of automobiles, a general term for a series of trading activities generated around various subsequent needs and services in the after-sales use of automobiles.

2. Industries involved in the automotive aftermarket:

There are different definitions of the automotive aftermarket, and there are three main industries:

1. Automobile-related expenses incurred by consumers in the process of using automobiles, such as specific repair, maintenance, spare parts, beauty, modification, oil and other services;

2. After the vehicle is sold, all the services required by the owner;

3. An integral part of the automobile industry chain, including financial services, car rental, insurance, advertising, decoration, maintenance, repair and maintenance in the field of automobile sales; oils for daily operation; Driving schools, parking lots, car clubs, rescue systems, traffic information services, used cars, etc.

Third, the development trend of the automotive aftermarket:

Transformation and innovation are the main themes of the development of the automotive aftermarket. With the gradual maturity of the domestic automobile market and the growing length of the automobile industry chain, the "Morgan-like era" of China's automotive aftermarket is coming, which also marks the arrival of a new round of gold rush for China's after-sales service.

In investment management, the feasibility study refers to the investigation, analysis and comparison of the natural, social, economic, and technological aspects related to the proposed project, as well as the social and economic benefits after completion.

From 2005 to 2012, the growth rate of China's automobile ownership was about 10%-20%, with a compound growth rate. The biggest factors affecting the number of cars: first, the sales of cars in China; the second is the national automobile industry policy; The third is the income level of residents.

In July 2012, the Ministry of Transport issued the "Intelligent Transportation Development Strategy for the Transportation Industry (2012 2020)**, in 2020, the number of cars in China will exceed 200 million.

According to the "2014-2018 China Automotive Aftermarket Industry Market Prospect and Investment Strategic Planning Analysis Report" released by the Prospective Industry Research Institute, the turnover of China's automotive aftermarket was 88 billion yuan in 2005, increased to 240 billion yuan in 2009, and increased to about 490 billion yuan in 2012, with a compound annual growth rate. The two major factors affecting the demand of the automotive aftermarket are: the number of cars and the profit structure of the automobile industry chain.

In terms of car ownership, by 2020, China's automobile production will reach or even exceed 200 million. In the automotive industry chain of mature countries, the automotive aftermarket accounts for 50-60%, while China currently only accounts for about 10%, and there is still a lot of room for improvement.

It is expected that in the next few years, the proportion of China's automobile after-sales service in the net profit of automobile dealers will gradually rise, and the scale of the aftermarket market will still maintain a growth rate of about 20%. By 2015, the scale of the domestic automotive aftermarket will reach more than 800 billion yuan.