The auto parts industry will present five major development trends
As a sub-industry of the automobile manufacturing industry, automobile parts and accessories manufacturing is the foundation for the development of the automobile industry. Before 2016, the first year of the "Thirteenth Five-Year Plan", the auto parts industry, which is the core link that supports and affects the development of the auto industry, has lacked systematic and in-depth research. On this basis, the China Association of Automobile Manufacturers and China Automobile Industry Association The Engineering Research Institute integrated industry forces to start the compilation of the parts blue book. With the concerted efforts of many parties, during the 13th Five-Year Plan period, the auto parts industry has achieved remarkable results, the industry scale has continued to grow, and the relationship between the whole industry and the retail industry has become increasingly perfect. In the blink of an eye, we have ushered in another five years, and at the same time we have ushered in a new development pattern and opportunities, which require us to respond with new development concepts.
With the continuous development of the industry, the blue book on parts and components has successively elaborated on industry opportunities, transformation paths, technology tracking, etc. with themes such as "low carbonization, intelligence, and informatization", "high-quality development", and "globalization of Chinese brands" , committed to creating a benchmark for industry development. Through six years of continuous research, the industry has increased its emphasis on parts and components, making important contributions to ensuring the industrial chain. It has also strongly supported the development of a series of important policies, further built industry consensus, and played an important role in enhancing industry influence. .
This year's Parts Blue Book contains 5 major chapters and 12 special reports, with "Integrated Innovation of the Auto Parts Industry" as the main line, covering the fields of traditional vehicles, new energy vehicles and intelligent connected vehicles. Here I would like to share with you the four core viewpoints of the Blue Book.
First of all, in terms of the "14th Five-Year Plan", we believe that the auto parts industry will present five major development trends in the future - intelligence, digitalization, electrification, globalization and after-market standardization.
In terms of intelligence, the penetration rate of bicycle intelligence will continue to increase, the Internet of Vehicles industry will accelerate, and smart cockpits will become the mainstream trend; digitalization will run through the entire life cycle of product R&D, production, and management, forming a digital closed loop; new energy vehicles will play an important role in the "three vertical and three" Under the "horizontal" R&D layout, power batteries have taken a leading position, and the new generation of vehicle motors has also achieved international success. Subsequent hydrogen fuel cells have become a hot topic; it can be seen from the export data that the future industry will face globalization. competition, overseas R&D strength is constantly increasing, and the division of labor in international cooperation is constantly optimized. We must look globally and accelerate overseas investment layout; in addition, as the industry continues to mature, the use of automobiles has become the focus, with the digitization of automobile maintenance scenarios and automobile remanufacturing. , digital diagnosis, etc. will become new development trends.
In terms of core components, the technical level has been steadily improving. Taking the engine and electric drive assembly sub-sector as an example, the thermal efficiency of my country's independently developed engines can reach more than 43%, and the total power density of electric drives is 1.9kW/kg. Further attention needs to be paid to fuel technology in the future. And the level of motor design and manufacturing.
In terms of automotive chips, which the industry has been paying attention to, the localization of automotive chips is imperative. At present, European, American and Japanese automotive chip companies have formed strong technical strength and a relatively complete industrial chain, and have a considerable market share. However, more than 90% of my country's automotive chips rely on imports, and the road to independent control of automotive chips in the future has a long way to go.
With the rapid development of intelligent networking, intelligent interaction and autonomous driving operating systems have gradually become industry hot spots. Intelligent interactive systems present four major trends: multi-modal interaction, HMI overlay AR, 3D new technologies, continuous extension of interactive interfaces, and intelligent emotional interaction. In the future, electronic and electrical architecture based on domain controllers and central computing platforms will become an inevitable trend. Autonomous driving operating systems will develop into a 100-billion-level market. The industry needs to seize opportunities, quickly fill in shortcomings such as basic software and tool chains, and accelerate industrial integration and innovation. .
Auto parts industry prospects
At present, innovation elements in my country's auto parts field have accumulated to a certain extent, the innovation environment is gradually improving, relevant financial and industrial policies are continuously optimized, the number of invention patents is steadily increasing, and the industrial chain is constantly improving. Therefore, the long-term positive momentum remains unchanged, and China's automobile industry It will also transform from becoming larger in the past to becoming more powerful. The proportion of the output value of my country's auto parts industry in the total output value of the automobile industry is still lower than the international average. Therefore, whether looking at the growth space of my country's automobile industry or the laws of industrial structure adjustment and upgrading of my country's auto parts industry, there is still huge room for my country's auto parts industry in the next few years. In the future, the auto parts industry will have the following development prospects:
1. The process of industrial integration and reorganization is accelerated.
As competition in the domestic automobile industry becomes increasingly fierce, consumers have become more price sensitive to automobiles, which has put forward new requirements for the cost control level of automobile parts companies. The production of auto parts products has strong scale and brand economic effects. Through large-scale organization of production and transportation, production costs can be effectively reduced, and product supply capabilities and brand awareness can be improved. Therefore, by integrating internal and external resources, increasing the overall scale and reducing production costs will be one of the core competitiveness that auto parts companies will strive to improve in the future.
2. Modularization and lightweighting promote industrial change
As the competition in the automobile industry continues to intensify, the requirements for automobile manufacturing levels are getting higher and higher, and new technologies such as "modularization" and "lightweight" are gradually being improved and applied to the production process. With the gradual promotion of modular technology, automobile manufacturers will significantly reduce the number of automobile parts purchased, and at the same time promote the procurement model from "single product procurement" to "module procurement". Therefore, manufacturers with a single component product may be consolidated or even eliminated from the market in the future. Innovation in core automobile parts brings development opportunities to parts manufacturers and helps them achieve overtaking in corners.
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