' Car Sihua ' offers the opportunity to ' change the channel ' to not be limited to the whole vehicle production field;
In other words, the future changes in China's auto industry will probably start with suppliers. When the car industry in the ' new Sihua ' impact of the fierce turbulence, the traditional car and car new forces both into their own ' anxiety ', suppliers as the upstream of the industrial chain is inevitably affected.
In contrast to the ' cataclysmic ' of the auto industry, DNA in the parts industry is also being rewritten.
Component suppliers perform ' metamorphosis ' The senior component supplier has the abundant capital and the technology accumulation, for them, ' the guard is surprisingly ' is the right way. Although the ' car Sihua ' is developing rapidly, its momentum is not enough to make the traditional parts giant abandon the former advantage field.
So many old parts car companies choose to split. As early as Johnson Controls, it split the seat business unit in 2016 and set up a new company called Adient (Andau). Sweden's supplier, Autoliv, announced last September that it had split into two independent companies, one focused on a passive safety system based on airbags and seat belts, and another on visual systems such as radar and advanced driving AIDS. Coincidentally, last December Delphi announced the split into the ' Delphi Technology ' and ' Aptiv (AMPOFO) ' two companies.
Delphi Technology will focus on power systems and post markets, while Amber Hooch specializes in active security technologies, networking and unmanned driving. Like the automotive industry, the supply chain is also experiencing the rise of new forces, and from the momentum of the growth of suppliers more rapid.
The domestic Ningde era, Bo Tai is this kind of new forces in the more representative enterprises. As the largest vehicle networking company in the country, Bo Tai is currently valued at 8.7 billion yuan. In addition, according to Bo Tai Group chairman and founder Cheng Yilun, in the expansion of the business model, car networking or travel and so will be linked with the financial, he said that there is a broader space. Take the insurance business as an example, the future car insurance will also be a relatively big change, may appear ' share auto insurance ', or ' unmanned driving insurance '. Cheng Yilun said, ' Next will be with a big insurance giant cooperation, in June this year with a car depot joint launch of a new built-in insurance products.
' Therefore, based on the vehicle networking service, Bo Tai also helps car companies to expand more profitable channels. It is also the Ningde era, which has risen to the world's largest power battery company in six years, valued at more than 130 billion. The IPO's success will only take 24 days, and even the IPO record will be refreshed.
By contrast, by the close of May 9, Delphi market value of 4.392 billion U.S. dollars, about 27.89 billion yuan.
The commonness of ' No-man's land ' Under the impetus of ' auto Sihua ', our suppliers have been integrated into the international automobile industry with unprecedented attitude. As a representative of the hardware and software fields, Ningde era and Bo Tai have a significant common ground.
The first is that their partners show a high degree of diversification. Ningde era of cooperation between the Yutong, SAIC, Geely, BMW, Volkswagen, Daimler and other traditional vehicle enterprises, including Wei to automobile and other new car-making enterprises.
Bo Tai's partners are mainly concentrated in traditional vehicles, covering Baic's new energy, Jaguar Land Rover, FAW Volkswagen, SAIC Volkswagen, Geely, the Great Wall, Dongfeng, Bentley, Porsche, Lamborghini and many other brands.
In addition to the above commonalities, these two companies have an astonishing similarity in their model of external cooperation--deep binding. Ningde ERA in 2009 with the North Steam Group joint venture to establish a new energy, BAIC, North automobile Foton important customers; In May 2017, the new joint venture with SAIC Group, the era of SAIC and SAIC, corresponded to the production of batteries and packs respectively.
In addition to joint ventures, the Ningde era also introduced Dongfeng Group, Changan car manufacturers equity participation.
The company will set up a joint venture with China Telecom in May, and will announce cooperation with BAIC's new energy in May, and cooperation with BAIC's new energy is a joint venture. The similarities in patterns are not mere coincidences. Cheng Yilun responded to the reason for the collaboration with the vehicle depot and explained: ' Why is it a joint venture with a depot? From the point of view of Bo Tai, if we do not have a joint venture with the depot, we can not get the authorization, then the logic of the nature of the car depot can not make sense.
In fact, the joint venture effectively guarantees mutual trust between the two sides, which is precisely the most solid foundation for the deep cooperation between the two sides. In fact, the exploration and change of the parts industry around ' auto Sihua ' is also a kind of just need. Not long ago, Japan Eschin separately with GAC, Geely joint venture to build a plant to launch 6AT automatic transmission, many independent transmission manufacturers ' stress response ' once again touch the auto industry ' parts of the war '. Tsinghua University Automotive Industry and Technology Strategic Research Institute Dean Zhao bluntly: ' Today's automatic transmission of the joint venture to map out the development of other industrial chain ' tomorrow ', if we do not rise today, 35 years after the new energy vehicles, smart Network link field will appear the same problem.
' Xu Bingjin, president of the China European Association for Economic and Technical cooperation, said that the auto parts industry is the fundamental factor for China to move to a powerful automobile. Fortunately, in this field already has the independent brand with the internationalization posture and the new development pattern rapid growth. In this way, the ' car Sihua ' offers the opportunity to "overtake" seems to be not limited to the whole vehicle production field;
