Analysis of China's Car Seat Parts Industry Development in 2012

1, favorable factors

(1) The automobile industry has become a pillar industry of the national economy, and industrial policies support it

As one of China's pillar industries, the automobile industry covers a wide range of industries and has a long industry chain before and after, which drives the role of related industries. At the relevant forum of the China Auto Technology and Product Achievement Exhibition held in Beijing earlier this year, the Department of Market System Development of the Ministry of Commerce According to the leadership, China's auto retail sales, especially the retail sales of automobiles above designated size, have accounted for 27% of total consumer goods. In other words, the social consumption of 1 yuan, there are 0.27 yuan is contributed by the car. Therefore, the automobile industry is playing an increasingly important role in the growth of the national economy, the improvement of people’s living standards, and stimulating consumption. In recent years, the state has introduced a series of industry promotion policies that have effectively promoted car sales. With the support of national industrial policies, China's automobile and parts industries will maintain stable growth.

(2) The continuous improvement of the macro economy provides a solid growth foundation for the automotive industry

The development of China's auto industry is closely related to the trend of the macro economy, and the trends of the two are highly consistent. Since 1999 (except for 2008), China's auto sales have continued to grow along with the steady increase of GDP, and the average annual sales volume has increased by nearly 20%. Affected by the financial crisis, the growth rate of China's automobile sales suddenly dropped to 6.7% in 2008, but after China's economy achieved a V-shaped reversal in 2009, automobile consumption led the GDP and achieved a high growth rate of 46.15% (2009 China's GDP The increase was 8.7%). In 2010, China's GDP growth rate was 10.3%, and car sales increased by 32%. It can be seen that except for the special situation in 2008, the growth rate of China's automobile sales has maintained a linear relationship with the growth rate of GDP.

By 2020, China will always be in the stage of “industrialization and urbanization”. At this stage, China’s macroeconomy will still maintain a relatively rapid growth rate. It is expected that China’s GDP will still maintain a growth rate of more than 8% from 2010 to 2020. The continuous improvement of the macro economy will provide a solid economic foundation for the development of China's auto industry.

(3) China has entered a golden period of rapid growth in car demand, and the market is huge

The current per capita car ownership in China is relatively low. In 2009, the number of passengers in China's passenger vehicles was 33.4, which was still far behind the international average of 1,000 people and 96 vehicles. Compared with the level of saturation of 500 people in international developed countries, the gap was even greater. Big. According to the experience of developed countries, when the ownership of thousands of people is lower than 140 vehicles -150 vehicles, the growth rate of automobile sales will remain relatively high; after that, the growth of automobile sales will slow down; when the population of 1,000 people reaches 300 vehicles, the Demand changes from first-time purchases to updates. China's passenger car ownership is at the initial stage of growth, and the passenger vehicle market is huge.

(4) Localization of auto parts procurement brings development opportunities

At present, internationally renowned automobile manufacturers have already established joint venture plants in China, and the competition among vehicle manufacturers has become increasingly fierce. This has led to an acceleration of the domestic model update cycle, which has forced more and more vehicle manufacturers to switch Looking for domestic parts manufacturers. Luo Baihui, secretary-general of the International Model Association, pointed out that the localization of auto parts procurement will bring development opportunities to Chinese auto parts companies including seat companies. Local seat companies will gain more development opportunities due to geographical and cost advantages, and will learn advanced production and management experience in cooperation with large domestic and international well-known manufacturers, which will greatly promote the domestic car seats. The development of chair companies has enhanced the position of local car seating companies in global parts manufacturing.

(5) The rapid development of self-owned brand vehicle manufacturers is conducive to the growth of Chinese local automobile seating companies.

Domestic self-owned brand cars have performed outstandingly in recent years and their market share has steadily increased.

According to Luo Baihui, the secretary-general of the International Model Association, most of the suppliers of seat functional parts in independent brand OEMs are local companies, influenced by many factors such as geographical location, cost, and product structure. The depot has established a stable supply chain, and has integrated and improved its business system. It has formed an automobile factory centered around the core suppliers around the local automotive industry cluster. The development and expansion of self-owned brand automakers will directly drive the development of this industrial cluster and provide a huge space for the development of local seating companies. On the other hand, domestic seating companies have also continuously improved over the years and gradually narrowed the gap with foreign advanced companies. This has, to a certain extent, promoted the development of domestic independent brand OEMs, which in turn promoted the local seating companies themselves. The development, so back and forth, virtuous cycle.

2, unfavorable factors

(1) The average size of car seat functional parts is too small

According to the body attachment committee statistics, in 2010 China's car seat functional parts industry was 7.5 billion yuan, and there were more than 400 production companies, of which the largest operating company of AVIC Seiko in 2010 was 537 million yuan in revenue, and it was a car seat assembly company. In comparison, the number of Chinese car seat functional parts companies is relatively large, the scale is generally small, and the industry concentration is low, thereby weakening the bargaining power of upstream and downstream industries.

(2) The overall level of equipment of car seat companies is behind

The International Model Association Secretary General Luo Baihui analyzed that due to the overall level of development of China's equipment industry, most local auto seat companies have low equipment automation and digitization, poor precision and stability, and advanced molds produced in countries such as Europe or Japan. Manufacturing equipment and stamping equipment are expensive, and many small-scale enterprises are unable to purchase, resulting in a large gap between the industry's equipment level and the manufacturing power, and also resulting in a gap in product quality.

(3) Low levels of technological innovation and lack of professionals

According to research conducted by Luo Baihui, secretary-general of the International Model Association, there are few patents in domestic car seat companies, and most of them do not even have patents. Taking seat functional parts enterprises as an example, the company currently has 128 patents, 24 AVIC Seimas, 23 shipments, 22 Xiangyang Recliner General Plants, 9 Suzhou Zhongming Xianghe Seiko Co., Ltd., and Changzhou Huayang. Car Accessories Co., Ltd. 3, other companies have less patents. Although most of the automotive seat functional products have already achieved local production, the core technology has very little.

In China's specialized car seat parts companies, there is a shortage of professionals capable of mastering CAD/CAE/CAM mold design software, especially those who have mastered CAE analysis and design techniques. In addition, senior technicians and technicians are also seriously lacking. The absorption and application of advanced production processes by enterprises are slow, and the capacity for development and innovation is weak. The conversion of scientific and technological achievements to productivity is slow. The lack of high-end talent has been recognized by the industry as an important “bottleneck” that restricts the development of the industry.

(4) Cooperation between vehicle and seat parts companies needs to be strengthened

In recent years, China's vehicle companies and seat parts companies have made great progress. They are interdependent and relatively independent. The vehicle companies are strong and have the right to decide on new product development. Seat parts companies are developing new products based on the needs of vehicle companies. The number of seat parts companies is large. Except for a few companies, most of the companies are small in size, and the competition among the companies is fierce. It is difficult to get the support of vehicle companies technically and financially, and the overall level of the seat parts industry is low. Only vehicle companies and seat parts companies are closely integrated and reintegrated to enhance the competitiveness of parts and components companies. To develop the development of parts and components modules and achieve advanced development of parts and components in order to promote mutual promotion and joint promotion and promote China's automobile industry. Faster and better development.

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