Unconsciously, halfway through 2018, many people are sighing, where did the time go? Based on this time node, we look back at the major events and trends in the domestic auto parts field in the past six months, sort out the market operation and the development trend of the industry, and make a mid-year inventory for readers. Prosperity and decline, confusion and helplessness, integration and reconstruction, innovation and breaking down... In the first half of this year, honey and tears intertwined, wind and thunder, which constitutes one of the glory and dreams of China's parts industry.
(Information image source from the Internet)
Different types of joint ventures emerged in the market segment
Since the beginning of this year, China's auto parts industry has been in a wave of joint ventures. On July 5, Changan Automobile and BYD signed a strategic cooperation agreement in Shenzhen, which will jointly establish a joint venture company with new energy power battery production and sales as its main business, which is sufficient to illustrate the continuation of this phenomenon. The joint venture around the parts and components is of course inseparable from the general trend of “new four†catalysis, energy conservation and environmental protection, and the strong driving force of “double points†policy.
In January, at the World Economic Forum in 2018, Zeng Qinghong, chairman of Guangzhou Automobile Group, said that they are negotiating with battery manufacturers to build a joint venture factory in Guangzhou. At about the same time, Shanghai Electric Drive and Dongfeng Industrial (formerly the important part of Dongfeng Motor Group Co., Ltd., restructured in October 2017) announced the establishment of the joint venture company "Dongyang Electric Drive Systems Co., Ltd.", which will develop electric drive systems. Fuel cell engine system, new energy vehicle core electrical system and other projects. Hainachuan and Haistanpu signed an agreement to form a "lightweight" auto parts company.
In February, Fuao Auto Parts Co., Ltd. and Valeo Siemens Automotive Electronics Germany Co., Ltd. signed a Memorandum of Understanding to cooperate in the core components of new energy vehicle powertrains. In March, SAIC Infineon Automotive Power Semiconductor (Shanghai) Co., Ltd., a joint venture between SAIC and Infineon with a 51:49 ratio, officially opened. In April, Hainachuan signed a joint venture cooperation agreement with Hella and Magna. Geely and Guangzhou Automobile signed an agreement with Japan Aisin to produce 6AT. Dongfeng Parts and Fuao Co., Ltd. signed a contract to jointly establish Dongfeng Fuao Pump Co., Ltd. On June 21, ThyssenKrupp and Zhejiang Jingu Co., Ltd. and other Chinese partners signed a joint venture agreement to jointly produce lightweight thermoformed wheels... This is not the case in the parts field in the first half of this year. They are only Some typical representatives, but it is conceivable that the market is surging with various variables.
If we want to classify these joint venture cases, we can include: Sino-foreign joint ventures, whole (or parts companies with complete vehicle backgrounds) zero joint ventures and integration of large state-owned enterprises that the industry is eagerly awaiting. Joint ventures as market behaviors are beyond reproach, but from the perspective of the independent development of China's parts and components industry, some joint ventures have filled us with expectations, some joint ventures have high hopes, and some even worry us. New competitors appear, and it is hard to avoid a market segment change. However, no matter how it changes, China's auto parts industry will improve its independent innovation ability, master the key core technologies, and the theme of transformation and upgrading will be eternal.
National Six upgrade speed accelerates the active layout of new energy power
With the “banned fuel trucks†appearing in the development agenda of some countries and car companies, the internal combustion engine seems to have encountered an unprecedented crisis, which has aroused the attention of the industry. The discussion around this has not stopped since this year.
However, in China, the industry consensus is clear. On January 15th, at the "International Symposium on Transformation and Upgrading of Traditional Fuel Vehicle Power Technology", Wan Gang, vice chairman of the National Committee of the Chinese People's Political Consultative Conference and then Minister of Science and Technology, pointed out: "The internal combustion engine will remain the main force of the automotive power market for a long time. It has an irreplaceable position, especially in freight, passenger and ship transportation, which plays a pivotal role."
The upgrade of the product to the national six standard has become a concerted action of the industry. Engine companies such as Yuchai, Weichai, FAW Jiefang Engine Division, Cummins, Shangfeihong, Hualing Hanma Power have released the National Six products this year. For example, Weichai's masterpiece - the new Euro VI powertrain, including the Weichai WP10H engine, the Fast AT transmission and the Hande axle, all three core components are localized. Yuchai released 14 models of the National Sixth Engine, which is the first series of National Six products released by the domestic internal combustion engine industry. CA6DL3-35E6 is the first national heavy-duty diesel engine launched by FAW Jiefang Engine Division. It integrates EGR post-processing technology with single-channel hot-end control valve to improve the uniformity of exhaust gas in the air and effectively reduce nitrogen oxide emissions. At the 2018 Beijing Auto Show, Shangchai Power exhibited four National Six engines. Dongfeng Cummins announced that the new generation ISZ13 six engine will be listed in 2019...
Just as the internal combustion engine companies were intensively developing the products of the National Sixth, the Shenzhen and Guangzhou municipal governments were eager to propose plans to implement the light vehicle national six emission standards in advance in March and May this year. The disrupted rhythm temporarily made the engine and related parts suppliers feel a little confused, but this again sent the industry a signal flare that was transformed and upgraded as soon as possible.
Faced with increasingly fierce market competition and increasingly stringent emission requirements, some internal combustion engine enterprises are actively developing new energy vehicle power technologies while accelerating the transformation and upgrading of internal combustion engines. In May, Weichai Power signed a strategic agreement with Siles Power Holdings Co., Ltd., a supplier of solid oxide fuel cells, to acquire 20% of its shares, and plans to establish a joint venture with Ceres Power in China for solid oxide fuel cells. The field is fully integrated. Yuchai also launched a new generation of hybrid system development and fuel cell system integration project this year.
The upgrade of the national six emission standards is the source of the reincarnation of the internal combustion engine industry. The development of new energy vehicle power is the driving force behind the new generation of the internal combustion engine industry.
Strong foreign investment, expansion of advantages, self-reliance and cooperation
In the first half of this year, the automatic transmission industry was fluctuating and stunned.
On April 2, Japan Toyota, Honda, Nissan, Mazda, Mitsubishi, Suzuki, Subaru, Daihatsu, Isuzu Nine-large vehicle manufacturers and Aisin AW, Gatco two automatic transmission companies jointly formed the Automotive Power Transmission Technology Research Association (TRAMI).
Together with university research institutes, these 11 companies will conduct basic and applied research on transmission technology to accelerate technological advancement and foster more talents to enhance the influence of the Japanese automotive transmission industry. 260 million yen of research funding and more than 100 researchers are from the above 11 companies. In the future, the Japanese government may give special support.
TRAMI claims that its specific role is as follows: around the transmission technology, leading the industry and academia to carry out research and development cooperation; enrich the research results database, realize the accumulation and application of technical knowledge in the driving field; further expand the research team, and carry out the linkage between industry and academia.
Japan's Aisin and Gatco have dominated the global AT and CVT markets for many years. In contrast, China's autonomous automatic transmission is still in the initial stage of industrialization, and each company is alone, fighting each other, weak in strength, and long-term scattered sand. Japan's parts and components have been linked with the whole vehicle company to consolidate and strengthen the competitive strength, which has strongly stimulated the automatic transmission industry in China.
More exciting things come one after another. On April 24, Geely Automobile and Guangzhou Automobile Group signed a joint venture agreement with Japan Aisin for the manufacture of 6AT. Aisin is unusually bound to two independent brand vehicle companies, and it is strong in the market of independent automatic transmission enterprises, which has aroused strong repercussions from the industry. The voice of "Who is going to save the autonomous automatic transmission industry" is a wave of high waves and lasts for a long time.
At this time, the Chinese automatic transmission industry came with gratifying news. On June 15, Wanliyang's new stepless automatic transmission CVT25 off-line ceremony was held at the Wuhu Base of the Passenger Transmission Division of Zhejiang Wanliyang Co., Ltd. This marks the official launch of the Wanliyang CVT25. Zhang Zhidong, the company's CEO, said: "This upgraded product that we are actively developing is a milestone." It is reported that the Wanliyang CVT25 is equipped with the upcoming Chery GX car. In addition, Chery has a number of models equipped with CVT25 under development. Liang Jian, chief engineer of the Geely Automobile Powertrain Integration Department, said on the spot: "We asked the Wanliyang CVT25 to match the Geely model in 2020."
Wanliyang has cooperated with Chery, a self-owned vehicle company, with CVT25. It is expected to “hand in hand†with Geely Automobile, which is greatly encouraged by the independent automatic transmission industry that has been hit hard. In this unavoidable market competition, only self-improvement and synergy are the real way out.
Technical thresholds require increased recycling and ushered in fast moving
On February 13, the Ministry of Finance officially issued the "Notice on Adjusting and Improving the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles" jointly drafted by the four ministries and commissions on the official website. The New Deal will “improve the technical threshold requirements†and clearly propose to encourage the application of high-energy density and low-energy vehicles, and significantly divert subsidies to vehicles with higher technology levels, and maintain the subsidy for fuel cells.
The impact of the New Deal on the power battery industry is not small, especially the encouragement of high energy density batteries, which directly affects the development trend of ternary batteries and lithium phosphate battery companies. The ternary battery company further consolidated its leading edge and ushered in faster development. Taking the Ningde era as an example, the installed capacity from January to May this year totaled 5.4GWh, accounting for 42.5% of the country's total installed capacity, almost half of the country.
Not only that, but companies such as BYD, which originally used lithium iron phosphate batteries, have also begun to develop and produce ternary batteries. The joint venture between Changan Automobile and BYD will focus on the production and sales of power batteries, and the production capacity will be planned according to 10GWh. Changan Automobile and BYD will make full use of their respective advantages in the future, and jointly make active explorations in the matching of power batteries and complete vehicles, industrial applications of power batteries, and jointly build a world-leading industrial platform for automotive power batteries.
The subsidy of the new policy has promoted the concentration of the power battery market to further increase, and the survival of the fittest is obvious. Enterprises such as Waterma and Zhuhai Yinlong are in trouble. A big factor is that the adjustment of subsidy policies has not been dealt with early.
On January 26, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, the Ministry of Environmental Protection, the Ministry of Transport, the Ministry of Commerce, the General Administration of Quality Supervision, Inspection and Quarantine, and the Energy Bureau jointly issued the Interim Measures for the Management of the Recycling and Utilization of Power Battery for New Energy Vehicles, which clarified the redesign of power battery manufacturers. Responsibility for production and recycling, do a good job of standardization of standards, information disclosure, industrial synergy, and encourage battery manufacturers to cooperate with comprehensive utilization enterprises. Under the premise of ensuring safety and control, according to the principle of recycling after first use, the waste The power battery is used for multi-level and multi-purpose rational use, reducing comprehensive energy consumption, improving energy utilization efficiency, improving comprehensive utilization level and economic benefits, and ensuring environmental protection of unusable residues.
It is foreseeable that power battery manufacturers will try a variety of power battery ladder utilization methods with vehicle manufacturers and operating companies. For example, Pride and the Beijing Automotive New Energy and other enterprises to promote the power exchange mode to better achieve the use of decommissioned batteries.
Unexplained weak mix of development prospects
On January 8th, the “Key Technology and Industrialization of Low Energy Plug-in Hybrid Passenger Vehicle†independently developed by SAIC Group won the second prize of the 2017 National Science and Technology Progress Award. This is one of the few automotive projects in the National Science and Technology Progress Awards this year, and it is also the first time that new energy passenger car technology has won the heavyweight technology award.
SAIC won the award for its plug-in hybrid system solution with EDU smart electric drive transmission as its core. Previously, the core technology in the field of plug-in hybrid technology was basically in the hands of international auto giants. Electric drive, electronic control and battery technology are the core of new energy vehicle technology. Only by fully realizing innovation with independent intellectual property rights in these three fields can we complete the breakthrough of core technology. The solution of the three electric technologies and the new product structure of the plug-in hybrid system have enabled SAIC's new energy vehicle products to achieve comprehensive energy efficiency, drastic driving performance and operational safety. SAIC EDU plug-in hybrid The system has also become one of the world's most advanced three hybrid technologies in terms of THS and GM LTE.
In terms of policy, plug-in hybrids are mainly affected by two policies. This year, under the "double points" policy, plug-in hybrids still occupy a certain proportion of new energy vehicles, which has increased the initiative of PHEVs. In addition to SAIC and BYD, including Geely, Chuanqi, Changan, Han Teng, Hongqi and other car brands have also launched plug-in version models.
However, with the release of the draft for the Automotive Industry Investment Management Regulations, plug-in hybrid vehicles have been officially included in the ranks of fuel vehicles, rather than the previous new energy vehicles. Once a plug-in hybrid model is not counted as a new energy vehicle, it means that the relevant subsidy policy is not available. How to reduce the cost has become a problem in the face of the follow-up development of plug-in hybrids.
Under the "double points" policy, the weak mixed route represented by 48V and P2 technology also entered the enterprise vision. Continental Group and Sichuan Chengfei Integrated Technology Co., Ltd. established a joint venture company through their respective subsidiaries to develop and produce 48V battery systems. Schaeffler's world's first P2 hybrid module was officially put into operation at the Taicang manufacturing base in Jiangsu... In the future, which hybrid technology route will become the new “window� How will companies make choices in the face of new market and policy environments? These will all be the highlights of the component field.
Market development returns to rational technology route step by step
Since the beginning of this year, the field of automotive intelligent network has lost a bit of incitement and began to return to rationality. A large part of the reason is that several automatic driving accidents occurred in Tesla and Uber, which sounded the alarm for this segment.
In China, a strong push at the policy level is still working. In January, the National Development and Reform Commission announced the "Smart Vehicle Innovation Development Strategy" (draft for comments) on the website, clarifying that China's smart cars are divided into three steps.
By 2020, the technical innovation, industrial ecology, road network facilities, regulatory standards, product supervision and information security system framework of China's standard smart cars will be basically formed. The medium and high-level smart cars have achieved market-oriented applications, and the demonstration operations in key areas have achieved results. The construction of intelligent road transportation system has made positive progress. The coverage rate of vehicle wireless communication network (LTE-V2X) in large cities and highways has reached 90%, and Beidou high-precision space-time service has achieved full coverage.
By 2025, the technological innovation, industrial ecology, road network facilities, regulatory standards, product supervision and information security systems of China's standard smart cars will be fully formed. The new car is basically intelligent, and the high-level smart car realizes large-scale application. "People-car-road-cloud" achieves high synergy, and the new generation of vehicle wireless communication network (5G-V2X) basically meets the development needs of smart cars.
By 2035, China's standard smart cars have a worldwide reputation, and they have taken the lead in building a smart car powerhouse, sharing the "safe, efficient, green, and civilized" smart car society.
On the other hand, BAT and many startups are beginning to take a gradual development path, and the first thing to ensure is traffic safety. On July 4th, Baidu Apollo released Apollo 3.0 version, announcing that the world's first L4 mass production autopilot bus "Apolon" was officially mass-produced. Its use scenario is only relatively closed on the park road, not open. the way.
Not only BAT, but also the startup company has a clearer understanding of the development of intelligent network technology. For the time being, regardless of L3 and L4, getting L0~L2 is the most important work at present. As a company CEO said: "The current market demand for L0 ~ L1 automatic driving mass production products is very strong, step by step participation in market competition is a more pragmatic choice."
In addition, the development of test standards related to intelligent network associations is also carried out in an orderly manner. Third-party scientific research institutions, including the China Automotive Industry Center and the Suzhou Automobile Research Institute of Tsinghua University, are actively promoting the intelligent network of automobile traffic scenes with Chinese characteristics. Construction.
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