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14 Chinese auto parts companies were shortlisted in the world's top 100 Source: China Economic Net Chen Mengyu has 14 Chinese companies shortlisted in the top 100 global auto parts companies in 2021. Among them, 2 are newly added enterprises, namely Fuyao Group and Wanfeng Auto; 6 of them have improved their rankings compared with last year, among which CATL, CITIC Dicastal and Dongfeng Parts increased by 27, 27 and 12 respectively. The revenue of Chinese auto parts companies has grown rapidly, driven by continuous innovation, and the revenue and profits of the new energy vehicle segment have accelerated. Xin Ning said: "China is not only the world's largest new car market, but also has accumulated certain experience and first-mover advantages in the field of new energy vehicles and intelligence, especially under the background of the impact of the epidemic and the global economic downturn. Let the world see the strong resilience of the Chinese market." After 3 months of data collection and approval of nearly 300 companies, "China Automotive News" published the "2022 Global Automotive Supply Chain Core 2022" online on September 22. Enterprise Competitiveness White Paper, which is supported by data from Berylls Strategy Advisors in Germany and intellectually supported by consulting firm Roland Berger. Zheng Yun, global senior partner of Roland Berger, pointed out that the development trend of global auto parts shows three characteristics: First, with the acceleration of the global resumption of work and production and the initial effect of industrial transformation, the overall profitability of global auto parts companies in 2021 It has increased significantly and returned to the level of 2019. The total profit reached 327.2 billion yuan, with a profit margin of 6.1%. Second, the revenue of Chinese and American parts and components companies increased rapidly, with total revenue growth of 97.6 billion yuan and 106.2 billion yuan respectively. However, the business scale of Japanese auto parts companies has shrunk, and total revenue has decreased by 73.4 billion yuan. Relevant fields have made efforts. Focusing on Chinese companies, among the top 100 global auto parts companies in 2021, a total of 14 Chinese companies are shortlisted, of which 2 are new companies, namely Fuyao Group and Wanfeng Auto; 6 companies have improved their rankings compared to last year, Among them, Ningde Times, CITIC Dicastal and Dongfeng Parts increased by 27, 27 and 12 respectively. Xin Ning, president of "China Auto News", said that China is not only the world's largest new car market, but also has accumulated certain experience and first-mover advantages in the field of new energy vehicles and intelligence, especially in the impact of the epidemic and the global economic downturn In the context of superposition, the world has seen the strong resilience of the Chinese market. "China Auto News" President Xin Ning Roland Berger Global Partner Yuan Wenbo also pointed out that China's auto parts companies have achieved rapid revenue growth, continuous innovation-driven, lightweight, and "software-defined vehicles". And the overall profit still maintained a year-on-year growth of 18%. The revenue and profits of the new energy vehicle sector have accelerated, the technology iteration of leading companies has accelerated, and the industrial chain layout has been extended, and a super "moat" is being built. According to the data of the "White Paper", from the perspective of business sectors, in 2021, the overall annual revenue growth of Chinese auto parts companies in the new energy sector will reach 83.7 billion yuan, the net profit will increase by 10.3 billion yuan, and the profit margin will be 11.4%. in the first place. The overall revenue and profit performance of the two companies in the energy sector, CATL and Guoxuan Hi-Tech, are much higher than those of other sectors in the top 100 companies, with their revenue share rising from 4% in 2020 to 9% in 2021. The "White Paper" pointed out that after years of accumulation and precipitation, my country has become a leader in the development of power batteries. At present, a complete power battery industry chain covering basic materials, battery cells, battery systems, and manufacturing equipment has been formed. Ternary lithium batteries , The system energy density of lithium iron phosphate batteries is at the international leading level, and more than 10,000 recycling service outlets have been established nationwide. In terms of vehicle power batteries, the installed capacity of power batteries in my country in the first half of this year was 110.1GWh, a year-on-year increase of 109.8%, maintaining the world's leading position. Chen Shihua, Deputy Secretary-General of China Association of Automobile Manufacturers, accompanied the continuous deepening of the electrification wave in the Chinese auto market. In 2021, the penetration rate of new energy vehicles in my country will be 13.4%, and the production and sales will exceed the 3.5 million mark; the penetration rate in the first half of this year has further increased to 21.6%, accumulative Production and sales were 2.661 million and 2.6 million respectively, a year-on-year increase of 1.2 times. At the press conference, Chen Shihua, deputy secretary-general of the China Association of Automobile Manufacturers, predicted that the annual sales volume of new energy vehicles in 2022 is expected to reach 5.5 million units, a year-on-year increase of more than 56%. "Autonomous auto parts suppliers are becoming more and more powerful, and they are expected to catch up with international advanced companies in the fields of chips and complex systems in the future. We should have full confidence in the future of the industry. China's market size and huge development space are zero for autonomous vehicles. The unique core advantage of component companies." Xin Ning said. (China Economic Net reporter Chen Mengyu) |