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The global business consulting company AlixPartners released the 2013 China Automotive Outlook Report on August 27. It points out that the growth rate of the auto industry will maintain at a level of about 5% to 7% in the next five years, and the increasingly mature Chinese auto market landscape will take shape. Rapid changes will determine the ups and downs of OEMs and parts suppliers.
Ai Ruibo believes that from the survey data, China's auto market has gradually exceeded the size of North America and Europe, the global future market growth will come from half of China, but experienced rapid growth in previous years, the future is expected to China's auto market growth It will slow down.
In terms of classification, China's passenger vehicle market has returned to strong growth since 2012, and its growth rate has recovered to 16% in the first half of this year; while the share of domestic SUVs and MPV vehicles has started to increase, and it has been dominated by Chinese automakers. Luo Man, general manager of Platinum and head of the Shanghai office, pointed out that for example, Great Wall Motor (601633.SH) captured the domestic SUV market well and currently has a large market share. Future GM and Ford will also expand their investment to explore China. SUV market.
From the point of view of parts suppliers, due to factors such as cost shifting of OEMs and incomplete release of production capacity, Arrow Platinum survey shows that over 70% of suppliers' capacity utilization rate is less than 80%, and parts suppliers themselves It is the industry with obvious scale effect, which shows that the future risks are high.
Director Li Lihua of Arrow Group stated that Chinese suppliers need to strengthen their global production layout and increase investment in engineering and supply support to meet the highly complex global design needs of their OEM customers. The survey also pointed out that under the current limited global network, Chinese suppliers need to make overseas acquisitions to avoid being marginalized under global competition.
At present, in the A-share market, the listed companies for automobile vehicles include Great Wall Motors, SAIC, JAC, etc. The leading parts and components listed companies include Dongan Power, Dongfeng Technology and Ningbo Huaxiang.
Arrow's report also pointed out that as the world's leading automakers are about to implement the "super platform" strategy in China, only three to five years of time will be required for Chinese domestic automakers to catch up with the scale and cost of global production platforms. At a level, otherwise, due to the lack of cost and scale advantages, it will face increasing income and profit pressure. This strategy will also have a major impact on the supply of auto parts.