Forecast report on the development prospects of domestic and foreign auto parts industry from 2022 to 2027

General situation and development trend of auto parts industry (with report catalogue)



1. Overview of the auto parts market



(1) The auto parts industry is mainly dominated by traditional auto industry powers such as Japan, Germany and the United States, and the gap between Chinese auto parts companies and international leading companies is gradually narrowing



Auto parts manufacturers present the characteristics of professionalism, independence, and globalization of management, and they are mainly distributed in the United States, Japan, and Germany. According to the 2020 list of the top 100 global auto parts companies announced by the China Automobile News, the top ten global auto parts companies, except Weichai Group, are located in China, and the other nine are strong in traditional auto industries such as Germany and Japan; the top 100 companies Among the companies, Japan, Germany and the United States have the most parts and components. Japan ranked first with 27, Germany with 17 and the United States with 15 in third place. In comparison, Chinese auto parts companies started late, but they are in continuous progress. Chinese auto parts companies continue to expand the market by virtue of their cost advantages, advanced manufacturing capabilities, rapid response capabilities, and simultaneous R&D capabilities, and are gradually lagging behind international leading companies. 11 companies have entered the global top 100 auto parts list.



Related report: Beijing Puhua Youce Information Consulting Co., Ltd. "Auto Parts Industry Report, Market Scale, Development Prospects, Profit Analysis, Price Trends, Competitive Landscape, Investment Opportunities"



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(2) The auto parts industry is gradually shifting to emerging markets, and procurement is globalized



At present, the automobile consumer market in developed countries and regions such as the United States, Europe, and Japan is gradually saturated. The automobile market in emerging countries such as China and India has become the world's most growing automobile consumer market. At the same time, these countries have abundant labor and price advantages. With the increasingly fierce competition in the automobile manufacturing industry, in order to effectively reduce production costs and open up emerging markets, automobile and parts companies have begun to accelerate their industrial transfer to China, India, Southeast Asia and other countries and regions.



With the gradual globalization of the auto parts industry, OEMs and Tier 1 suppliers select the best parts to purchase on a global scale based on product quality, price, delivery and other conditions. They are no longer limited to only purchasing from their own countries. Parts and components products, and parts and components companies are no longer limited to only supplying downstream companies in their own countries, and their products are sold globally.



(3) Broad prospects for the development of my country's auto parts industry



The auto parts industry is an important part of the auto industry. Benefiting from the market demand brought about by the continuous development of the vehicle manufacturing industry, my country's auto parts industry has also achieved rapid growth in the past ten years. From 2011 to 2017, my country`s auto production and sales were in a trend of continuous growth, and the auto parts industry was able to develop rapidly. The industry`s sales revenue increased from 1.98 trillion yuan in 2011 to 3.88 trillion yuan in 2017, with an average compound annual growth rate reaching 11.89%; In 2018 and 2019, due to the decline in the production and sales of complete vehicles, the sales revenue of my country's auto parts industry has also declined compared with 2017; in 2020, under the impact of the new crown pneumonia epidemic, the sales of my country's auto parts industry Revenue has risen against the trend, an increase of 55.295 billion yuan over 2019, an increase of 1.55%.



During the "14th Five-Year Plan" period, my country's economy will maintain a positive trend, and consumer demand will continue to increase. In the future, my country's auto production and sales still have great growth potential, and my country's auto parts industry has broad development prospects.



2. Characteristics and development trend of auto parts industry



(1) The trend of outsourcing parts and components of auto OEMs is obvious



Automobiles are generally composed of engine systems, transmission systems, steering systems, etc., and each system is composed of multiple parts. There are many types of parts involved in the assembly of vehicles, and the specifications and types of automobile parts of different brands and models are also different. Each is different, it is difficult to form a large-scale standardized production. As the leading players in the industry, auto makers have gradually stripped out various parts and components in order to improve their production efficiency and profitability, while reducing their financial pressure, and handed over to upstream parts manufacturers for supporting production.



(2) The auto parts industry has a clear division of labor, showing specialization and large-scale characteristics



The auto parts industry has the characteristics of multi-level division of labor. The auto parts supply chain is mainly divided into first, second, and third-tier suppliers according to the pyramid structure of "parts, components, and system assemblies". Tier 1 suppliers have the ability to participate in the joint research and development of vehicle manufacturers and have strong comprehensive competitiveness. Tier 2 and Tier 3 suppliers generally focus on materials, production processes and cost reduction. Tier 2 and Tier 3 suppliers have fierce competition. It is necessary to get rid of homogenized competition by increasing R&D, enhancing the added value of products, and optimizing products.



As the role of vehicle manufacturers gradually shifts from a large and comprehensive integrated production and assembly model to a focus on vehicle project R&D and design, the role of auto parts manufacturers has gradually extended from being a mere manufacturer to joint development with vehicle manufacturers. Develop and produce according to the requirements of the factory. Under the background of specialized division of labor, specialized and large-scale auto parts manufacturing enterprises have gradually formed.



(3) Auto parts tend to be lightweight



A. Energy-saving and emission-reduction has made the weight of the car body an inevitable trend in the development of traditional automobiles



In response to the call for energy saving and emission reduction, various countries have introduced passenger vehicle fuel consumption standards and regulations. According to the regulations of the Ministry of Industry and Information Technology of the People's Republic of my country, the average fuel consumption standard for passenger cars in China will be reduced from 6.9L/100km in 2015 to 5L/100km in 2020, a decrease of up to 27.5%; the EU adopts mandatory legal means to replace voluntary CO2 Emission reduction agreements, the implementation of vehicle fuel consumption and CO2 limit requirements and labeling systems within the EU; the United States has issued light-duty vehicle fuel economy and greenhouse gas emission regulations, requiring the average fuel economy of light-duty vehicles in the United States to reach 56.2mpg by 2025 .



According to the relevant data of the International Aluminum Association, the weight of fuel vehicles is roughly positively correlated with fuel consumption. For every 100kg reduction in vehicle quality, about 0.6L of fuel per 100 kilometers can be saved, and 800-900g of CO2 emissions can be reduced. The traditional car body is lighter. Quantification is currently one of the main energy saving and emission reduction methods, and has become an inevitable trend in the development of the automotive industry.



B. The cruising range of new energy vehicles promotes the further application of lightweight technologies



With the rapid increase in the production and sales of electric vehicles, the cruising range is still an important factor restricting the development of electric vehicles. According to relevant data from the International Aluminum Association, the weight of electric vehicles is positively correlated with power consumption. In addition to the power battery energy and density factors, the weight of the vehicle is a key factor affecting the cruising range of electric vehicles. If the weight of a pure electric vehicle is reduced by 10kg, the cruising range can be increased by 2.5km. Therefore, under the new situation, the development of electric vehicles has an urgent need for lightweight.



C. Aluminum alloy has outstanding comprehensive cost performance and is the preferred material for automobile lightweight



There are three main ways to achieve lightweighting: the use of lightweight materials, lightweight design, and lightweight manufacturing. From the perspective of materials, lightweight materials mainly include aluminum alloys, magnesium alloys, carbon fiber, and high-strength steel. In terms of weight reduction effect, high-strength steel-aluminum alloy-magnesium alloy-carbon fiber shows a trend of increasing weight reduction effect; from a cost perspective, high-strength steel-aluminum alloy-magnesium alloy-carbon fiber shows a trend of increasing cost. Among the lightweight materials for automobiles, the comprehensive cost performance of aluminum alloy materials is higher than that of steel, magnesium, plastics and composite materials. It has comparative advantages in terms of application technology, operational safety and recycling. Statistics show that in 2020, in the lightweight materials market, aluminum alloy accounts for up to 64%, which is currently the most important lightweight material.



Report directory: 1



List of charts: 24



Chapter 1: Overview of the development of the automotive industry from 2016 to 2021 30



1.1 2016-2021 global automotive industry overall analysis 30

1.1.1 Overview of the development of the world automobile industry 30

1.1.2 Comparative analysis of industrial policies in various countries 30

1.1.3 New characteristics of the development of the automobile industry 33

1.1.4 "Analysis of production and sales of the global automotive market 35

1.1.5Analysis of production and sales of the American automobile market 35

1.1.6 German automobile market production and sales analysis 36

1.1.7 Analyze the production and sales of the Japanese automobile market 36

1.2 Overview of the development of China's automobile industry 37

1.2.1 Analyze the development stage of China's automobile industry 37

1.2.2 The strategic role of the automobile industry on economic development 39

1.2.3 Overview of the development model of the entire zero relationship of the auto industry 40

1.2.4 Overview of the development of independent brands in China`s auto industry 40

1.2.5Analysis of the development status of China's automobile industry cluster 41

1.3 2016-2021 China's automobile industry economic operation analysis 42

1.4 2016-2021 China's auto import and export analysis 44

1.5 Problems and countermeasures in the development of China's automobile industry 45

1.5.1 Bottlenecks encountered in the development of China's automobile industry 45

1.5.2 Analysis of countermeasures for the internationalization of Chinese auto brands 49

1.5.3 Organizational Relations Strategy for Improving the Competitiveness of China's Auto Industry 51

1.5.4 Relevant rational thinking about the development of China's automobile industry 55



Chapter Two: 2016-2021 International Auto Parts Development 56



2.1 Overall analysis of the global auto parts industry from 2016 to 2021 56

2.1.1 Overview of market development 56

2.1.2 Features of Industrial Development 56

2.1.3 Corporate competitive landscape 57

2.1.4Analysis of transaction mergers and acquisitions 58

2.1.5 Industry development experience 58

2.1.6 Market size forecast 59

2.1.7 Market Development Trend 59

2.2 Europe 60

2.2.1 European auto parts market operation 60

2.2.2 Development status of German auto parts companies 60

2.2.3 Development Trends of French Auto Parts Enterprises 63

2.2.4 Overview of Portugal's auto parts industry 64

2.3 United States 68

2.3.1 Overview of the development of the U.S. auto parts market 68

2.3.2 Sales model of American auto parts market 69

2.3.3 U.S. parts auto market import situation 69

2.4 Japan 70

2.4.1 Main distribution channels of Japanese auto parts 70

2.4.2 Japanese auto parts production and supply system 70

2.4.3Analysis of Japan's foreign trade in auto parts 71

2.5 Korea 71

2.5.1 Korean auto parts industry policy situation 71

2.5.2 Development Trends of Korean Auto Parts Enterprises 72

2.5.3 ``Analysis of the status quo of South Korea's auto parts import and export 72

2.5.4 South Korea`s experience analysis in the auto parts market 73

2.6 Other regions 74

2.6.1 Brazil's auto parts industry scale 74

2.6.2Analysis of Mexico's auto parts industry 75

2.6.3 The operation of Thailand's auto parts industry 76

2.6.4 India's auto parts industry operation status 77



Chapter Three: Analysis on the Development of China's Auto Parts Industry from 2016 to 2021 78



3.1 Overview of the development of China's auto parts industry 78

3.1.1Analysis of upstream and downstream industrial chain 78

3.1.2 Industry status and importance 79

3.1.3 Improvement of overall economic indicators 79

3.1.4 Industry fixed asset investment 80

3.1.5 Analysis of enterprise R&D investment 81

3.1.6 Reasons for changes in profit level 81

3.1.7 Industry Development Strategy Planning 82

3.2 2016-2021 China's auto parts listed companies' financial status 84

3.2.1 Corporate Development Trends 84

3.2.2 Industry revenue and net profit 85

3.3 Analysis of the relationship between the auto parts industry and the vehicle industry 85

3.3.1 The relationship model of foreign vehicle and spare parts industry 85

3.3.2 Chinese auto parts companies and vehicle companies are mutually dependent 87

3.3.3 The relationship model of China's auto parts and auto matching 87

3.3.4 Main issues between Chinese vehicles and parts 91

3.3.5 The future of China's auto parts and auto matching relationship 92

3.4 Analysis of the development model of China's auto parts industry 93

3.4.1 The development stage of the industry organization structure model 93

3.4.2 China's auto parts industry development model 94

3.4.3 Typical model of foreign auto parts industry 95

3.4.4 Development direction of my country's auto parts industry model 96

3.5Analysis of e-commerce development in auto parts industry 98

3.5.1 Application advantages of e-commerce model 98

3.5.2 The reasons for the application of e-commerce model 99

3.5.3 E-commerce business model application case 99

3.5.4 E-commerce model application problems and countermeasures 101

3.6 Problems in China's auto parts industry 102

3.6.1 Challenges facing China's auto parts industry 102

3.6.2 Main problems of Chinese auto parts companies 103

3.6.3 Insufficient strength of Chinese auto parts brands 104

3.6.4 "Restrictive factors of China's auto parts industry 105

3.7 The development strategy of China's auto parts industry 106

3.7.1 Development strategy of China's auto parts industry 106

3.7.2 The key factors for the success of the auto parts industry 107

3.7.3 China's auto parts enterprises development strategy 107

3.7.4 Suggestions to improve the independent innovation ability of auto parts enterprises 108



Chapter Four: 2016-2021 China Auto Parts Market Analysis 110



4.1 2016-2021 China's auto parts market trade analysis 110

4.2 China's motor vehicle parts and accessories import and export data analysis 110

4.2.1 ``Analysis of total import and export data of China's motor vehicle parts and accessories 110

4.2.2 Analysis of import and export situation of motor vehicle parts and accessories in major trading countries 112

4.2.3 2018 auto parts trade situation 113

4.3 2016-2021 market analysis of foreign-funded auto parts companies in China 114

4.3.1 Layout of foreign capital's production capacity in China 114

4.3.2 Layout in the commercial vehicle market 116

4.3.3 Seize the emerging automotive field 117

4.3.4 Challenges faced by foreign-funded enterprises 118

4.3.5 outside