After three consecutive years of decline, China's auto market finally returned to positive growth in 2021, among which the sales of new energy vehicles increased significantly. The recovery of the automobile industry has also brought a large number of orders to relevant parts enterprises, and some orders have even been arranged to the end of June this year.
the auto industry has ushered in the first positive growth in three years. Parts enterprises are busy in production on three shifts
In an auto parts factory in Chongqing, the reporter saw a busy scene here. In the roar of the machine, automobile transmission gears were produced one by one.
The person in charge of the factory told reporters that with the recovery of China's automobile industry, their orders have also increased rapidly. In order to deliver orders in time, at present, their factory implements three shifts in 24 hours.
Li Lingyun, factory director of a science and Technology Group Co., Ltd.: This workshop is mainly responsible for the gear manufacturing of the company. There are 60 production lines in total, including 47 automatic production lines, with an automation rate of 78% and 386 equipment. At present, the orders from abroad are very saturated. Now the production is basically three shifts for 24 hours, and nearly 30000 gears can be produced every day.
Jiang Yingwu is also busy in order to deliver orders. He told reporters that his company mainly produces automotive interior parts. In order to expand production capacity and deliver orders, they added a new production line last September, at present, all four production lines are in full production state .
Jiang Yingwu, deputy general manager of an Industrial Development Group Co., Ltd.: the production load and business ownership have increased by about 30% over the previous two years. There were three production lines before, but now there are four production lines, which has increased the production capacity of the enterprise by about 25%. The production load of the four production lines is basically saturated.
Last year, China's auto market was able to resume positive growth, which was inseparable from the hot sales of new energy vehicles. According to the data of China Automobile Industry Association, the production and sales of new energy vehicles were 3.545 million and 3.521 million respectively in 2021, with an average year-on-year increase of 1.6 times, and the market share reached 13.4%, 8 percentage points higher than that of the previous year. Since last year, the orders of many auto parts enterprises from new energy vehicle manufacturers have increased rapidly.
Zhu Junhan, general manager of a Technology Group Co., Ltd.: the revenue of new energy products increased relatively high. The revenue of the previous year was about 100 million yuan. By last year, the revenue of new energy products may be about 300 million yuan. This year, it may double, maybe between 500 million yuan and 600 million yuan.
rising raw material prices bring cost pressure, and enterprises increase investment in new energy vehicle products
Although the recovery of the auto industry last year brought a large number of orders to auto parts enterprises, the high prices of various raw materials last year led to a lot of rising production costs, many enterprises even increased their income without increasing their profits .
Jiang Yingwu's enterprise mainly produces automobile bumpers, instrument consoles, engine covers and other products, which requires a large number of modified plastic particles. Since last year, the price of raw materials has increased by 20% to 25% , which leads to the high production cost of the enterprise.
Jiang Yingwu, deputy general manager of an Industrial Development Group Co., Ltd.: in the past, the traditional plastic particles were about 12000 yuan a ton, but now it is possible from 15000 yuan to 16000 yuan and 17000 yuan to 18000 yuan. Now the price is relatively high. Relatively speaking, the cost of production is the cost of processing, and the unit price has not changed.
In fact, not only chemical raw materials, including steel, aluminum, copper, rubber and other raw materials, have increased prices by different ranges, which has brought great pressure to the whole auto parts industry.
Liu Zhong, chairman of a metallurgical industry Co., Ltd. : materials such as automobile steel sector increased significantly last year, from 4000 yuan per ton to more than 7000 yuan per ton, so the benefit of the enterprise decreased significantly, down about 20%.
Insiders said that new energy vehicles are an irreversible trend in the development of the automotive industry. Facing the opportunities brought by the development of new energy vehicles, many auto parts enterprises also seize the opportunity to transform, shift the focus of their products from fuel vehicles to new energy vehicles .
Zhu Junhan, general manager of a Technology Group Co., Ltd.: we have made a lot of investment in motor, gear and reducer, including some investment in high-end equipment. I believe that next year or the year after next, new energy products may account for more than 70% of revenue, and the gross profit margin of new energy products is a little higher than that of traditional products of fuel vehicles.
