China's auto parts industry entered a peak investment year in 2010

The Chinese auto industry has exceeded 13 million vehicles this year and it has no suspense. The hot auto market has brought about an impulse to expand the vehicle production base. According to the comprehensive statistics of Jiazhidao Auto Consultation Company, this year, China's vehicle manufacturers will build new vehicle production bases, and the capacity expansion will reach 3.5 million. The giants of the vehicle, the experts further pointed out: In 2010, the boom in vehicle sales will bring a new round of investment in the auto parts industry. According to statistics from the China Association of Automobile Manufacturers for 10761 auto parts companies from January to August 2009, the output value It has reached more than 750 billion yuan. It is estimated that the total output value of auto parts industry will reach 1.2 trillion yuan this year.

According to relevant experts, the growth of the spare parts market in 2010 will maintain a strong growth momentum, and it is expected that the growth will reach more than 20%. More than 100 domestic auto parts key industrial parks will benefit at the same time.

How will China's auto parts industry investment be laid out in 2010? The upcoming "China's spare parts industry investment and financing strategy and service summit forum" will soon be held in Tianjin Economic and Technological Development Zone next month. From January 14th to 16th, 2010, China Automotive Industry First Portal Website - China Automotive Consultation Center will join hands with China Business News Media, Tianjin TEDA Economic and Technological Development Zone, US Automotive Industry Action Group, China Cultural Economy Promotion Association, A number of industry organizations, including the German Motor Vehicles Supervision Association, the Japan Daxing Group, and the China Europe International Business School Alumni Automobile Industry Club, have gathered hundreds of industry giants, including multinational parts and components companies, domestic parts and components listed companies, top investment and financing institutions, and overseas chambers of commerce. The domestic automobile industry park will participate in the whole process and will trigger brainstorming on a number of hot topics such as the strategic investment pattern of parts and components, cross-border investment strategies for parts and components, investment hot spots for parts and components industries, and investment and financing channels.

According to the person in charge of the meeting organizing committee recently revealed to the media: China's auto parts investment will show three major characteristics in 2010:

The first one is that the industrial merger and acquisition method forms an expansion capability.

Accompanied by the serious shrinking demand in the international market and the rapid increase in demand for the domestic parts and components industry, major multinational auto parts companies have stepped up their efforts to seize beach layout and accelerate investment expansion in China. However, in terms of domestic domestic parts and components companies, how to adjust the industrial structure and accelerate industrial upgrading when the prices of energy and raw materials rise, so as to compete with international spare parts companies and win market share, it has also become a new brand of local parts and components companies. challenge.

Leading domestic companies also increase their efforts in reverse mergers. Jingxi Heavy Industries acquired Delphi, Geely acquired Australian transmission company DSI, and Wanxiang Group acquired US DS automobile steering shaft business. It is expected that more domestic parts and components companies will begin to increase their core competitiveness by acquiring core technologies and businesses for international auto parts and accelerate industrial upgrading.

Second, new energy vehicles will bring new investment opportunities for the parts and components industry.

The implementation of the new energy automobile industry strategy has caused the auto parts industry to face industrial restructuring. New energy vehicles involve a comprehensive reform in the frontier fields of engine technology, materials technology, and mechanical technology. Yang Rong's China Motor Vehicles Program integrates the R&D and manufacturing capabilities of the world's most advanced new energy components. The US, Europe, Japan, and South Korea Automobile Group have begun to adjust their strategic plans, increase their investment in improving the overall performance of automotive products such as safety, environmental protection, and energy conservation, and adopt new energy sources, new materials, and new processes to develop new models to occupy the future market. The new energy auto industry strategy will drive the auto parts industry to adjust its industrial structure.

At the same time, based on the trend toward energy saving and lighter vehicles, many domestic automotive lightweight industry alliances have emerged, which has led to industrial upgrading of new automotive materials and related technologies. It is expected that the average weight of European and American cars will continue to decrease by 20% in the next 10 years. In particular, the development and application of lightweight materials such as aluminum alloys, magnesium alloys, engineering plastics, composites and high-strength steels, ultra-high-strength steels, etc. The quantification process will be widely used, and the corresponding security technology will increase investment in R&D.

Third, venture capital and PE will increase investment in auto parts industry.

Foreign giants have monopolized high-end electronic controls, fuel injection systems, steering systems, sensors, brake systems and other products. However, Chinese auto parts companies have made few achievements. One of the most critical reasons is the lack of funds for Chinese companies. With the rapid development of China's auto parts market, many companies already have a certain amount of talent and technology research and development reserves. Fu Yuwu, executive vice chairman and secretary-general of the China Automotive Engineering Society, said that China's auto parts industry has lags behind. He said that according to international terms, the proportion of investment in complete vehicles and parts and components should be around 1:3, while the current situation in China is 1:0.3, which is only one-tenth of the international level. Industry investment sources said: In 2010, VCs and PEs will have their chances.

Shenzhen Hangsheng Electronic's automotive audio-visual entertainment systems, smart navigation and multimedia systems, body control integration systems, intelligent traffic and anti-theft systems, and other automotive electronics products, although there is a certain gap with the world's top products, but many products have been able and world-class The brand contends. Hang Sheng Electronics executives said that venture capital has provided them with sufficient development funds. From a medium-term perspective, it may be a good opportunity for venture capitalists to get involved in the automotive manufacturing industry. Venture investment experts said that capital investment in the automotive industry must meet several conditions, namely: help improve the energy structure and efficiency; and environmental protection, help improve the quality of the environment; and the automotive electronics industry; have their own Intellectual property. It is also possible to acquire companies that meet different conditions and then integrate them.