"Going to China's commercial vehicle market to go gold," many multinational auto parts companies have begun to extend their tentacles in China. This trend has been further verified in the winter of the financial crisis. In response to the country's III challenge and the drastic decline in the commercial vehicle market, some multinational auto parts companies have made great inroads into the commercial vehicle sector, which has particularly affected the nerves of the entire automotive industry.
Recently, some of the actions of ZF, a world-renowned manufacturer of transmission components, have attracted particular attention. Last month, ZF signed a strategic cooperation agreement with Yutong, the Chinese bus manufacturer. In the previous month's Hannover Commercial Vehicle Show in Germany, ZF and another commercial vehicle company in China, Fukuda, also signed a strategic cooperation agreement. Within one month, it has established strategic alliances with two major commercial vehicle companies in China. ZF can be said to be smooth in China.
Coincidentally, while ZF was getting better in China, another German auto parts giant, Continental Group, also signed a strategic cooperation agreement with Chinese truck manufacturer China National Heavy Duty Truck.
On the face of it, whether it is ZF’s strategic alliance with Yutong or Futian, or the cooperation between China’s CNHTC and China, it seems to be an isolated incident, but when we combine the three events, we can see that The strategic goal of the multinational component giant has long been aimed at China's commercial vehicles, but it has only recently begun to collectively exert its power and has made some gains.
The general will come, want to hide and hide. The transnational giants have used the traditional and solid supporting relationship to fully control the supporting voice of key components and parts in the passenger vehicle market in China. The profits earned are calculated on the basis of several billion yuan. After dominating the supporting voice of China's passenger car parts, their appetites have also grown. "China's commercial vehicle market is also very large, why is it always limited to the passenger car market, the eyes should be put a little longer." This may be the true attitude of many multinational component giants. As a result, they began to infiltrate into the commercial vehicle sector with the drive of profit, and their penetration was extremely strong. This is an understanding logic that we are very familiar with.
As we all know, the commercial vehicle industry has always been the pride of the Chinese automobile industry. Joint venture commercial vehicle companies in China have always found no feeling. It is precisely because of the strength of commercial vehicle companies in China that they have created such heavyweight component companies as Weichai, Yuchai, and Fast. With the infiltration of multinational component companies into China's commercial vehicle sector, the resulting effect will gradually change the supporting landscape of commercial vehicles in China. In the short term, local component companies supporting commercial vehicles have price advantage, and multinational component companies cannot pose a threat to them. However, with the continuous increase in the localization rate and scale of multinational companies, our advantages will gradually be lost. On the day that the advantage is lost, it is the time when the supporting pattern of commercial vehicles in China has subverted. By then, it will be difficult for local parts and components companies supporting commercial vehicles to survive. This is not an alarmist statement. In the accessory system of key spare parts for passenger cars, it is entirely dominated by foreign parties. The fact that local companies have no living space is the best evidence.
Should commercial vehicles repeat the mistakes of passenger cars? Presumably the people do not want to see such a situation. Some people say that the establishment of a strategic alliance between multinational parts companies and commercial vehicle companies will help China’s commercial vehicle companies upgrade their technology, upgrade their products, and upgrade their structures. For this argument, the author does not deny that it ignores the fact that any form of upgrading cannot be done at the expense of the overall interests of the industry. Imagine that when our spare parts companies lost the last position in commercial vehicles, what are the so-called upgrades? When our commercial vehicle companies no longer provide opportunities for local parts and components companies, the structural adjustment, industrial upgrading, independent innovation, and coordinated development of the parts and components industry will be nothing more than empty words. Our parts and components companies are really only behind. Have a child.
Some people may say that the author's point of view is a bit extreme. Is it not contrary to the current mainstream? In actual fact, the author never opposed the joint venture and cooperation, but only hoped to find a balance between joint venture and cooperation and the maintenance of industrial safety.
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