The self-owned brand vehicle is the driving force behind the growth of the component industry


The first question the parts and components companies require to provide to the joint-equipment companies is: “Who's technology?” If the technology of the parts and components company is introduced, then the negotiation between the two parties will proceed smoothly to the next program; The technology of parts and components companies is self-developed and "troubled."

As a sales manager for a parts and components company, Mr. Wang has already been familiar with the “first problem” because his products are self-developed. In addition, the biggest "trouble" faced by Mr. Wang is the high barriers that joint-equipment companies have built up against China's domestic parts and components companies. Mr. Wang admits that in the past year or two, the success rate of breaking through this “barrier” has been getting lower and lower.

“The situation encountered by local parts and components companies in joint venture car companies is rarely seen in self-owned car companies,” Mr. Wang told reporters. In order to prove his feelings, Mr. Wang provided a figure where his company’s supporting amount of self-owned brand cars already accounted for about 40% of the company's total supporting capacity. “But I’ve invested in this 40% Energy is not even 20%."

The latest statistics show that from January to October of last year, the cumulative sales of self-owned brands of passenger cars in China reached 1.74 million, accounting for 42% of the total passenger car sales. Among them, 810,000 self-owned brand cars were sold, accounting for 27% of the total sales of cars.

Judging from the current situation, self-owned brand cars are mainly based on economical cars. Although the production and market share have increased rapidly, they have brought relatively large supporting quantities to parts and components companies, but parts and components have low prices and low profits. Mr. Wang gave an example to reporters: An automaker with its own brand has an annual output of nearly 300,000 cars, but there are more than two dozen varieties. In this way, the amount of matching for each breed is very small. He admits that to support his own brand, he can only be equal and sometimes lose money. However, in the long run, it is still very valuable.

Mr. Wang believes that, from the perspective of his company, the increase in the production of self-owned cars has obviously boosted the development of local parts and components companies. This is certainly true. This kind of "pulling" is not only reflected in the amount of matching, but more importantly it is reflected in the cultivation of independent research and development capabilities of local parts and components companies. Independent research and development capabilities are more important than supporting quantities.

It is understood that domestic parts and components companies are involved in the development of vehicle companies. The cooperation between the two companies, joint venture car companies and self-owned brand cars, is very different.

As we all know, the new models of China's joint venture car companies are almost all mature products from foreign countries. They have their own supporting systems in foreign countries, and do not need to redevelop components. In this case, the parts and components companies it supplies must strictly follow the samples of parts and components taken from abroad. They can only “copy” and make some minor changes in terms of their performance (such as appearance, etc.). In this product development process, the "autonomous" component is very few.

In joint development with self-owned branded car companies, vehicle companies only provide relevant technical parameters for parts and components companies, and parts and components companies can make full use of their R&D capabilities. The products that are developed can meet the requirements of vehicle companies and can be successfully implemented. Supporting.

One is thinking about “copying” and the other is based on innovation in their own capabilities. This is a completely different development process, which benefits a big one at a glance.


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