Resource integration and development strategy of heavy truck industry chain | ||
[ Published:2018/5/30 Read:1237 times Source:dyqipei ] | ||
For the heavy truck industry, the current focus is not on expanding production capacity, extending the industrial chain, and doing large-scale problems, but on solving problems such as repeated investment, overheated production, insufficient innovation capability, and low profits. In the era of knowledge economy and information, with the acceleration of the globalization process, the competition among enterprises is more manifested in the competition of the industrial chain. Whoever has more resources in the industry chain is located in the industrial chain, the more people there are. Competitive advantage, while industrial chain integration can achieve the complementarity of production factors, the sharing of intangible assets, the increase of resource control, and thus enhance the competitive advantage of enterprises, is an important way for enterprises to achieve rapid development.
Below I will talk about the integration of the industry chain from four aspects: First, the problems existing in China's heavy truck industry chain. Second, the way to integrate heavy truck industry chain. Third, the industry chain integration should pay attention to several issues. Fourth, the development of China's heavy truck industry.
Heavy-duty vehicles are a complex product system with many related products. The composition of the industrial chain is complex. The upstream involves steel, machinery, rubber, petrochemical, electronics and other industries. The downstream involves transportation, insurance, finance, sales, maintenance and other industries. The length of the automobile industry chain is unmatched by other industries. Its industrial chain forms a network structure, and the total direction and horizontal enterprises interact and restrict each other, which is very complicated. In addition, the automobile industry is an industry with obvious economies of scale. The research and development and production of products require a large amount of investment, and the complicated after-sales service and other activities also require huge enterprises to support. Through the elimination and mergers and acquisitions of automobile companies, their 2011 China commercial vehicle development exchange discussion has become more and more large. In the forefront of the world top 500, it is not difficult to find the names of many automobile companies.
The main problems are:
1. There is more than enough competition and insufficient cooperation for vertical integration, and horizontal integration is insufficient.
Due to historical reasons, interest-driven and regional market barriers exist in various regions, and the effective resources of heavy-duty truck enterprises in various regions are not fully integrated and utilized. The specific performance is duplication of construction and homogenization of products, resulting in fierce competition and increasing prices of raw materials. Climbing, the use of heavy trucks is generally low, the information sharing mechanism between the heavy truck manufacturers is not perfect, the mutual cooperation is not enough, and the cost of trial and error of the manufacturers is increased.
Heavy truck manufacturers continue to integrate key assemblies, conversion plants, and component suppliers. The integration trend of OEMs to the upstream is particularly obvious. We have completed the key components of China National Heavy Duty Truck. At present, China's heavy-duty auto manufacturers have more than 30 rosters, and there are more than 20 companies with an annual output of less than 1,000 vehicles.
2. The scale of parts suppliers is generally small and the level of research and development is low.
Experience from the development of European, American and Japanese vehicles shows that cars can only develop with strong support from their component manufacturing. The development of the heavy truck industry also requires the simultaneous support of related supporting industries. Domestic component suppliers have weak independent research and development capabilities, backward production technology and low technological level. Many component suppliers are mainly focused on meeting the requirements of OEMs, and have no ability to develop simultaneously with OEMs, let alone Advanced development, and component manufacturers have not formed a group, the bargaining power with the whole vehicle is low, the automakers are under pressure to transfer heavy truck profits, and continue to drive down the purchase price, resulting in a decline in the profit margin of parts and components, making R&D funds more difficult. Guarantee. In the near future, modular production and simultaneous development are becoming more and more popular, which will undoubtedly bring more and more challenges to component manufacturers.
3. The suppliers of parts and components were seriously dispersed and did not form a cluster effect.
The heavy-duty truck parts supporting manufacturers are distributed in many provinces, municipalities and autonomous regions, and the information communication is not smooth. The decentralized state not only brings difficulties to the integration of the automakers, but also restricts the parts manufacturers themselves to do large-scale.
4, vehicle manufacturers still can not get rid of the dependence on foreign technology.
Almost every Chinese heavy-duty truck company is shrouded in an international heavy-duty truck giant. Vehicle manufacturers still rely on foreign technology in some core components, especially on engines and electronic control systems. Complete product development.
5. The inefficiency of China's logistics industry has led to insufficient effective demand for heavy trucks.
On the surface, the inefficiency of logistics will cause more heavy trucks to be put into transportation, but in fact, once the logistics inefficiency makes the logistics manufacturers feel that the profits are meager and unprofitable, they will not be able to add new heavy trucks. The high fees and random charges bring huge operational pressure to logistics companies. |
||