Zhang Hao said: "four did not change" parts of the memory business opportunities

According to the statistics of the Ministry of Commerce, since the second half of 2008, with the continuous deterioration of the international financial crisis, the demand in the international automobile market has continued to shrink, and the growth rate of China's auto parts exports has slowed down significantly. From January to October 2009, China's auto parts exports reached US$11.53 billion, a significant drop of 27.5% year-on-year, and it has experienced negative growth year-on-year for 10 consecutive months.

In response, Zhang Wei, Director of the Department of Mechanical and Electrical Industry at the Ministry of Commerce, pointed out at the "2009 China Automotive Parts Industry Annual Meeting" recently held in Guangzhou that China's auto parts exports are at risk of being organic and "Four have not changed" to explain the car. Product export momentum and comparative advantages still exist: First, the pattern of structural complementarity between the Chinese and foreign auto industries has not changed; Second, the state of overcapacity in the auto industry has not changed; Third, the overall advantages of China's acceptance of international industrial transfer have not changed; Fourth, China's auto The trend of rising overall industry strength has not changed.

In 2008, China's auto and component exports reached 30.2 billion U.S. dollars, and the proportion of domestic exports of mechanical and electrical products is not too large. However, in recent years, with the rapid rise of China as a world leader in automobile production and consumption, China's auto and auto parts exports have shown a trend of rapid development, with average annual growth of nearly 50% from 2001 to 2007.

“Although we have achieved sustained high growth for many years, companies lack a sense of innovation and capabilities, lack of core technologies, lack of a marketing system, no brand advantage, no differentiation, and rely mainly on low-cost large-scale rapid expansion, with prices as the main means of competition. What we are taking is an extensive export growth road,” said Zhang Qiang. “The huge export capacity formed on the basis of lack of core competitiveness, lack of marketing network and branding is like building in the desert. The path to trade development is inevitable, but it is impossible to maintain high growth on this basis."

The information from the Ministry of Commerce also showed that although some of the parts and components products produced in China have occupied an important position in the world and have been incorporated into the global procurement system of multinational corporations, they are mostly universal joints, transmission shafts, castings, pistons, brake pads, etc. Intensive, low value-added products. With this kind of product structure responding to the decline in the auto market caused by the world financial crisis, it highlights the insufficiency of Chinese companies' ability to resist risks. For example, China’s three major auto parts export markets—Asia, North America, and Europe—have dropped sharply. The North American market has dropped by 24.5%. The European market has dropped by 35%. Among them, the Russian market has dropped by as much as 76%. Japan and South Korea In Canada, Canada's decline also exceeded 40%.

The reporter also noticed a report from Zhejiang Province, China's largest auto parts exporter. According to statistics from Zhejiang Jinhua Customs, from January to September of this year, Jinhua City exported a total of US$140 million worth of auto parts, a year-on-year decrease of 31.5%. According to the analysis, the participation of many companies, the similarity of export varieties, and the homogenous competition are the major problems in the export of auto parts in the city. In the jurisdiction of Jinhua, there were 188 companies that participated in the export of auto parts in the first three quarters of this year, of which only six were exported with more than US$10 million, and they were all homogenous in type, all of which were automobile wheels; while the exports were less than US$10,000. There are as many as 79 companies and only 40 US dollars of exports.

When talking about whether the enterprise can quickly reverse the export market through its own efforts, Zhang Hao pointed out that although the financial crisis caused a great impact on the world auto industry, the sales of new cars shrank, and the demand in the matching market dropped drastically; but after the export of auto parts in China, Market-based, as long as the global car ownership continues to grow, this part of the demand will not be reduced, it will provide a huge space for development of reliable, cost-effective Chinese auto parts exports.

According to the "Opinions on Promoting the Sustainable and Healthy Development of China's Automobile Products Exports" recently issued by the six ministries and commissions of the Ministry of Commerce, the National Development and Reform Commission, and the Ministry of Industry and Information Technology (hereinafter referred to as "opinions"), the country has decided that the global market is in the doldrums and that our country is repeatedly infringed by trade protection. During the "Eleventh Five-Year Plan" period and the "Twelfth Five-Year Plan" period, we will continue to support the export of automobiles and parts and components, and in particular will focus on cultivating multinational automotive and parts companies with strong scientific and technological innovation capabilities and independent core technologies in China. group.

The "Opinions" of the six ministries and commissions clarified the medium and long-term automobile export goals: "The export of automobiles and parts will reach 85 billion U.S. dollars by 2015, and by 2020, China's auto and auto parts exports will account for 10% of the world's total trade in auto products. Objectives.” From the ambitious targets set by the six ministries and commissions, after various supportive export policies have been given, after years of “extensive” high growth, China’s auto parts companies may experience more stability after the crisis. Continuing exporters.

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