The export advantage of auto parts remains

In the first two months of 2009, China's auto parts exports reached US$1.57 billion, down 37.7% from the same period in 2008 (the same below). In February, the export volume was 560 million U.S. dollars, a year-on-year decrease of 49.9%. In the first two months, foreign-invested enterprises exported 820 million US dollars of auto parts, down 37.8%, accounting for 52.1% of China's total auto parts exports during the same period; private enterprises exported 500 million US dollars, down 28.1%, accounting for 31.6%.

According to customs statistics, in the second half of 2008, the growth of China's auto parts exports slowed down significantly. By the end of the year, exports fell by 8.8% year-on-year, and the decline in December expanded to 14.4%. Since 2009, China's auto parts exports have continued to show a downturn, with exports of 1.01 billion US dollars in January, down 28% year-on-year.

【要要评论】

1. Although the export is declining, we still have many ways to remedy it. Try to reduce or decrease the export as much as possible. For example: 1) Many foreign parts companies have fallen, we can make up, and at the same time, we must comply with the delivery process. The requirements of multinational buyers, so as not to appear again in the case of orders that cannot be caught. 2) Even if the global new car sales decline by 20%, there will be nearly one billion cars in the world by 2010. Most of these cars are still open, so there is still a lot of room for export after-sales market. 3) In the choice of export destinations, it is also more dispersed. It is not always exported to the United States, Europe, and Japan. It can also be exported to the Middle East and Africa. Now some companies have done so.

In fact, the reduction of international demand in the short term has led to a decline in the export of spare parts. The impact on our parts and components enterprises is not as big as imagined. Unlike clothes and lighters, we lose a lot when the international market falls. China's auto parts exports have always been small, far from becoming an "auto parts manufacturing base." In 2008 and 2007, China’s auto parts exports amounted to about 30 billion yuan, accounting for only 3% to 4% of the total global auto parts exports (800 billion to 1 trillion); and these 30 billion About 60% of the products are resold and sold by multinational companies in China. The real export of our Chinese local enterprises is only 40%, that is, more than 10 billion, accounting for only about 1% of the global total.

2. For China's auto parts export and even the entire parts industry, the biggest problem at present is not to solve the problem of export volume, but to solve the problem of export structure, in order to ensure the long-term competitiveness of China's auto parts exports. The advantages of China's auto parts exports can still be maintained for ten to fifteen years. Now we still have a good time, but after more than a decade, I dare not speak. By then, the wages must be high and the costs are high. If the industry has not yet been transformed, it will only be marginalized.

Bosch's specialty ceramic products are now produced in Vietnam and imported from Vietnam to China, rather than imported from Germany, but they are also high-end products. China is probably not very expensive for ten years, and foreign companies may import components from Vietnam, North Korea and other low-cost countries to China. They oppose our "Administrative Measures for the Importation of Auto Parts That Make Up the Characteristics of Vehicles", which precisely reflects their "protection" rather than our "protection." Although the WTO ruled that we lost, we still have to continue to think of other ways.

Our component companies must seize the opportunity of this decade of transformation - not always low-end, labor-intensive, resource-intensive, this product is too competitive in the international market, with China As labor costs rise and raw materials and energy prices rise, the competitiveness of such products will be weakened. We must strive to do more good, relatively high-end products, and this part of the export should be stable.