In recent years, relying on the rapid development of the domestic automobile industry, China's auto parts industry has developed rapidly. As one of the important factors for maintaining the sustained and healthy development of the auto industry, it has accounted for over 80% of China's total exports of automobile products. In 2017, The export volume reached 49.92 billion U.S. dollars, up 8.9% over the same period of last year. After the decline in exports for two consecutive years, the current market stabilized but still lagged behind the national export growth by 1.9%. Due to the lack of core technology, the sluggish development in emerging areas, increased trade friction and manufacturing costs Rise and other factors, China's auto parts export industry still grow five big 'troubles'.
Difficult to climb the core technology, the market squeezed serious.American Automobile News released 2017 global automotive parts suppliers list, China only 5 companies list, accounting for only 5%, while Japan, the United States and Germany accounted for 67% of the list of companies.Reasonable reasons, the core technology of China's auto parts lack of control, it is estimated that foreign-owned enterprises accounted for car parts market share of more than 80%; in the automotive electronics and engine parts and other high-tech content Field, controlled by foreign-funded enterprises, even up to 90% of the market share.At the same time, due to weak research and development, the core technology has not yet out of dependence on imports.Technology hollowing trend has been to new energy vehicles, the field of motor, battery and electronic control system Electric car 'three' key technology and there is a big gap between foreign countries, such as new energy vehicles as one of the key raw materials of the battery diaphragm, 60% still rely on imports.
In 2017, the production and sales of new energy vehicles in China reached 794,000 units and 777,000 units respectively, up 53.8% and 53.3% respectively over the same period of the previous year with a production and sales volume accounting for 40% of the global average, maintaining the low- The world's largest electric car market position.However, the core components of the industry affected by internal and external factors, poor development, the internal aspects of China's low-end capacity in the field of battery serious excess, according to statistics by the end of 2017 China's battery capacity has exceeded 200GWh (megawatt hour) , The actual market demand is only 30GWh, while the high-end products are in short supply, the domestic battery output value accounted for less than one-third of the country; external aspects, Europe and the United States and other countries auto parts giant have to seize the market through the construction of factories in 2017, Volkswagen, BMW , Panasonic, General Motors, Ballard, Freudenberg and other six well-known parts and components of foreign publicly stated that they have or will invest in China to build factories, involving the diaphragm, power batteries, fuel cells, lithium battery assembly and other core components of China's new energy Auto parts industry caused more impact.
In 2017, the global investigation and ruling on 'double reverse' of China's auto parts and components was 16 with a year-on-year increase of 45.5%, directly affecting parts and components such as glass, tires, hubs and radiators Surpassing that of the developed markets in Europe and the United States, especially in emerging markets, especially in emerging markets. Countries such as Brazil, India, Argentina and Turkey launched 11 rounds of double-reverse investigations and rulings on China's auto parts and components, accounting for 68.8% of the total, exceeding the developed market countries in Europe and the United States. In March last year, the United States launched a survey on China's specific hybrid electric vehicles and their components and parts 337, and trade restrictions continued to increase.
Technical regulation continues to escalate and quality problems remain high. In 2017, all countries issued 73 notifications on technical trade measures for auto parts products through the WTO platform, up 8.9% over the same period of the previous year, involving motor vehicle signaling devices, brake reflector devices, and safety protection Devices, automotive electronics and environmental protection requirements, etc. With the tightening of technical regulations and quality risks, the export refund amount of overseas auto parts in China increased by 100.8% compared with the same period of last year, much higher than that of the total national export return shipment 2.2% growth rate.
The cost of 'rising sound' constantly, car prices unsustainable profits since 2017, auto parts and materials involved in the prices soared, rebar prices rose by more than 40%, the procurement of raw materials such as copper and non-ferrous metals and other raw materials, the average price The price of electronic components such as chips rose 10% -50%, while the market price of cobalt, one of the most important materials for lithium batteries, has risen from 273,000 yuan / ton in early 2017 to 547,000 yuan / Ton, an increase of 100.36%, lithium carbonate prices over the same period rose more than 30%, high cost further erode corporate profits.At present, including 46 listed auto parts enterprises, including the industry average gross profit margin is only about 8% Decline in 2010 over 4 percentage points.