Before you know it, it's halfway through 2018, and many people wonder where time has gone. Based on this time node, we look back at the major events and trends in the auto parts field in China in the past six months, sort out the market operation and the development trend of the industry, and make mid-year inventory for readers. Rise and fall, confusion and helplessness, integration and reconstruction, innovation and destruction.. In the first half of this year, the combination of honey and tears, wind and thunder, constitute the glory and dream of China's parts industry.
Different types of joint venture emerging market segmentation brewing changes
Since this year, China's auto parts industry joint venture wave surging. On July 5, changan automobile and byd signed a strategic cooperation agreement in shenzhen to jointly set up a joint venture company focusing on the production and sales of new energy power batteries, which is enough to show the continuation of this phenomenon. The joint venture around components, of course, is inseparable from the "new four" catalysis, energy conservation and environmental protection trend, more "dual points" policy strong driving force.
In January, at the 2018 world economy BBS, zeng qinghong, chairman of gac group, said they were in talks with battery manufacturers to build a joint venture plant in guangzhou. Almost at the same time, Shanghai electric and dongfeng industry (the original department of dongfeng motor group co., LTD. One of the important sectors, in October 2017, restructuring), announced a joint venture company "Oriental electric drive system co., LTD.", will undertake electric drive systems, new energy vehicles, fuel cell engine system core electrical system, etc. Haynagawa signed an agreement with haislip to form a joint venture of "" lightweight" "auto parts company.
In February, the FAWER Automotive Parts Limited Company and valeo Siemens ag Germany signed a memorandum of understanding to cooperate in the field of new energy vehicle powertrain core components. In march, saic launched its joint venture with infineon motor power semiconductor (Shanghai) co., ltd. with a ratio of 51 to 49 shares. In April, haina chuan signed the joint venture cooperation agreement with hela and magna. Geely and gac signed separate agreements with Japan's aixin to produce 6AT. Dongfeng parts and fuao shares signed a contract to jointly set up dongfeng fuao pump industry co., LTD. On June 21, thyssenkrupp signed a joint venture agreement with its Chinese partners, including Zhejiang Jingu Co., Ltd., to jointly produce lightweight thermoplastic wheels This is not the whole story of the parts sector in the first half of this year. They are typical, but it is conceivable that the market is churning with variables.
If we insist on classifying these cases, we can include: sino-foreign joint ventures, zero joint ventures (or parts enterprises with complete vehicle background) and integration of large state-owned enterprises (soes), which are eagerly in the industry. As a market behavior, the joint venture itself is justifiable, but from the perspective of the independent development of China's parts industry, some of the joint ventures make us full of expectations, some have high expectations, and some even make us worried. The emergence of new competitors, market segment changes may be inevitable. However, no matter how it changes, it will be eternal for China's auto parts industry to improve its independent innovation ability, master key core technologies, and transform and upgrade development.
The six countries have accelerated the pace of upgrading new energy sources
The internal combustion engine appears to be facing an unprecedented crisis as the "ban on sale of fuel vehicles" appears on the development agenda of some countries and car companies, drawing high attention from insiders in the industry. The debate around this has not stopped so far this year.
In China, though, the industry consensus is clear. "The internal combustion engine will remain a major force in the automotive power market for a long time," wan gang, vice-chairman of the national committee of the Chinese people's political consultative conference (CPPCC) and then minister of science and technology, said on January 15 at the international symposium on the transformation and upgrading of traditional fuel vehicle power technology. It plays an irreplaceable role, especially in the transportation of freight, passengers and ships.
Products to six standards upgraded to the industry of concerted action. Yuchai, weichai, faw jiefang engine division, cummins, shangfehong, valinghamma power and other engine enterprises have released six national products this year. For example, one of best weichai, new European Ⅵ powertrain, including weichai WP10H engine, method and the AT the transmission and handler, axle, all three core parts localization. Yuchai has released 14 types of national six engines, the first of its series in the internal combustion engine industry. Ca6dl3-35e6 is the first national six heavy diesel engine launched by faw jiefang engine division, which integrates EGR post-processing technology with single-channel heat-end control valve to improve the uniformity of waste gas in the air and effectively reduce nitrogen oxide emissions. Four types of national six engines are on display at the 2018 Beijing auto show. Dongfeng cummins announced that the new generation ISZ13 country six engine will be available in 2019
While internal combustion engine companies were busy developing the products, the shenzhen and guangzhou municipal governments were eager to put forward plans in March and may to implement the emission standard for light vehicles in advance. The disruption caused confusion for engine and related parts suppliers, but it sent yet another signal to the industry to make the transition as quickly as possible.
Faced with increasingly fierce market competition and increasingly stringent emission requirements, some internal combustion engine companies are actively developing new energy vehicle power technology while accelerating the transformation and upgrading of internal combustion engine. In may, weichai signed a strategic agreement with siris Power holdings LTD., a UK supplier of solid oxide fuel cells, to buy 20% of the company and plan to establish a joint venture in China with Ceres Power to fully cooperate in the field of solid oxide fuel cells. Yuchai also launched a new generation of hybrid systems development and integrated fuel cell systems this year.
The upgrading of China's emission standards is the source of the complete transformation of the internal combustion engine industry, and the development of new energy vehicle power is the impetus for the development of the internal combustion engine industry.
Foreign investment has strengthened its advantages, strengthened itself, and broken through cooperation
In the first half of this year, automatic transmission industry violent shock, heart - stirring.
On April 2, Japan's Toyota, Honda, nissan, Mazda, mitsubishi, suzuki, subaru, daihatsu, ixin AW, jatec two major automatic transmission enterprises jointly set up the auto power transmission technology research association (TRAMI).
Together with university research institutes, the 11 companies will conduct basic and applied research on transmission technology to accelerate technological progress and cultivate more talents to enhance the influence of the automotive transmission industry in Japan. The initial research fund of 260 million yen and more than 100 researchers are from the above 11 enterprises. In the future, the Japanese government may give special support.
TRAMI claims that its role is as follows: to lead the industry and academia in r&d cooperation around drive technology; Enrich the database of research results to realize the accumulation and application of technical knowledge in driving field; To further expand the research team, the linkage of production and academic officials.
Japan aixin and jatec have dominated the global AT and CVT markets respectively for many years. In contrast, China's autonomous automatic transmission is still in the preliminary stage of industrialization, and each enterprise alone, each in its own way, weak strength, long-term disorganization. The combination of Japanese parts and complete vehicle enterprises strengthens the competitive strength and strongly stimulates the automatic transmission industry in China.
More excitement ensued. On April 24, geely automobile and gac signed joint venture agreements with Japan aixin on the production and manufacturing of 6AT. Aixin is unusually bound to two major independent brand complete vehicle enterprises, strong occupy should be autonomous automatic transmission enterprises market, triggered strong response from the industry. The cry of "who will save the autonomous automatic transmission industry" grew and grew.
At this time, China's automatic transmission industry came to the news of gratifying. On June 15, the rolling ceremony of CVT25 of Wanliyang new stepless automatic transmission was held in wuhu base, passenger vehicle transmission division of Zhejiang Wanliyang Co., Ltd. This marks the launch of wanliyang CVT25. "This upgrade, which we are developing ourselves, is a milestone," said zhang zhidong, the company's chief executive. It is reported that wanliyang CVT25 will be equipped with the forthcoming chery GX car. In addition, chery has a batch of models equipped with CVT25 are being developed. "We require wanliyang CVT25 to match geely's model in 2020," said liang jian, chief engineer of geely's powertrain integration department on the spot.
With CVT25, wanliyang cooperated with chery automobile company on a large scale, and it is expected to "hold hands" with geely automobile in the future, which has greatly encouraged the autonomous automatic transmission industry which has been hit successively. In this market competition which cannot be avoided, only self-strengthening and joint force are the real way out.
Technical threshold is required to raise the recycling welcome fast line
On February 13, the ministry of finance (mof) officially released on its website the notice on adjusting and perfecting financial subsidy policies for the promotion and application of new energy vehicles jointly drafted by the four ministries. The new policy will "raise the technical threshold requirement", explicitly propose to encourage the application of high-energy density and low-energy models, significantly tilt the subsidy fund to higher-technology models, and maintain the subsidy amount for fuel cells.
The impact of the new policy on the power battery industry is not small, especially the encouragement of high-energy density batteries, directly affecting the development trend of the ternary batteries and lithium phosphate batteries. Ternary battery enterprises further consolidate the leading edge, usher in more rapid development. Take ningde times as an example, the total installed capacity from January to may this year is 5.4GWh, accounting for 42.5 percent of the total installed capacity of the country, almost half of the country.
Moreover, companies such as byd, which used to focus on iron-phosphate lithium batteries, have also begun to develop and produce ternary batteries. The joint venture between changan automobile and byd will focus on business sectors such as power battery production and sales, with capacity planned in accordance with 10GWh. In the future, chang 'an automobile and byd will make full use of and integrate their respective advantages, and jointly make active exploration in the matching of power battery and vehicle, industrial application of power battery and other aspects, and jointly build a world-leading automotive power battery industrialization platform.
The new subsidy policy has further increased the market concentration of power batteries, with obvious survival of the fittest. A big reason why companies such as watma and zhuhai yinlong are in trouble is that the adjustment of the subsidy policy has not been dealt with early.
On January 26, the ministry, the ministry of science and technology, environmental protection, the ministry of transport, ministry of commerce, general administration of quality supervision, inspection and energy bureau jointly issued by the new energy vehicle power battery recycling management interim measures ", has been clear about the power battery production enterprises to design, production and recovery of responsibility, make unified standards, information disclosure, industrial collaborative work and encourage comprehensive utilization of battery production enterprises and enterprise cooperation, under the premise that ensure safety control, in accordance with the principle of first pilot use regeneration after use, the waste power battery for the rational use of multilevel and multifunction, reduce comprehensive energy consumption, improve the efficiency of energy utilization, Improve the comprehensive utilization level and economic benefits, and ensure the environmental protection disposal of unusable residue.
It can be predicted that the power battery manufacturing enterprises will try various kinds of power battery echelon utilization methods with the vehicle enterprises and operating enterprises. For example, pulde and companies such as baic new energy are promoting the switching mode to better realize stepped utilization of retired batteries.
Mixed mixed development prospect unknown weak mixed route cause concern
On January 8, the project "key technologies and industrialization of low-energy plug-in hybrid passenger vehicles", which was completely independently developed by saic, won the second prize of the 2017 national science and technology progress award. It is one of the few automobile projects to win this year's national science and technology progress award, and the first time new energy passenger vehicle technology has won a heavyweight science and technology award.
Saic won the prize for its plug-in hybrid system solution with "EDU intelligent electric drive transmission" as the core. Previously, the core technology in the field of plug-in hybrid technology was basically in the hands of international automobile giants. Electric drive, electric control and battery technology are the core of new energy vehicle technology. Only when innovation with independent intellectual property rights is fully realized in these three fields can breakthroughs in core technology be achieved. SanDian crack, a new plug-in electric hybrid system product structure scheme is put forward, to saic's new energy automobile products achieved its comprehensive energy efficiency, improved the performance of driving and running safety, saic EDU plug-in electric hybrid system also become par TSH, general VOLTEC one of the world's most advanced three hybrid technology.
In terms of policies, the plug-in hybrid power is mainly affected by two policies. This year, under the policy of "double points", plug-in hybrid electric power still occupies a certain proportion of credits of new energy vehicles, which, to some extent, improves the initiative of vehicle enterprises to set up PHEV. In addition to saic and byd, car brands including geely, trumpchi, changan, hanteng and hongqi have also introduced plug-in versions.
However, with the release of the consultation paper on the regulation of investment in the automotive industry, plug-in hybrid models were officially included in the fuel car category, rather than new energy vehicles. Once the plug-in hybrid is not counted as a new energy vehicle, it means no subsidies. How to reduce the cost has become a problem in the future development of plug-in hybrid power.
Under the policy of "double points", the weak mixing route represented by 48V and P2 technology has also entered the enterprise vision. The company has established a joint venture with Sichuan Chengfei Integration Technology corp. Ltd., through its subsidiaries, dedicated to the development and production of the 48V battery system. Schaeffler's first P2 hybrid module was officially put into production in jiangsu taicang manufacturing base In the future, which or which hybrid technology routes will become the new "wind vents"? How will companies make choices in the face of new markets and policy environments? These will be the focus of the component field.