Policy catalysis is insufficient for the independent development of unfavorable parts

The heat of the topic of independent research and development of automobiles has always continued like the high temperature on the Gobi Desert. This time, the focus has been on the parts factory.
At present, the Shanghai Economic and Trade Commission clearly gives an incentive policy for the independent development of component companies in the “Eleventh Five-Year Development Planning Study of Shanghai Automotive Industry”.
However, when the policy comes out, the industry should be awkward.
The new test field "because it is difficult to meet the requirements in terms of technology and product quality, China's parts and components enterprises can only meet 3 billion US dollars in the purchase of 10 billion US dollars of multinational OEMs such as GM and Ford." The Shanghai Municipal Economic Commission's "Shanghai Automotive Industry Eleventh Five-Year Development Planning Research" "Auto Parts and Automotive Electronics Partial Specification" draft â–¡ (hereinafter referred to as the "Draft") revealed this amazing number.
To this end, the "Draft" recently commissioned by the Shanghai Economic Commission proposed that in order to improve the enthusiasm of independent development of enterprises, it is recommended to establish a policy system to support the development capabilities of component companies. One of the specific measures is: the actual development of technology for the year. The portion that increased by more than 10% from the previous year can be deducted from the amount of income tax payable by the enterprise in the current year at 50% of the actual amount in the current year.
Prior to the “Eleventh Five-Year Plan”, Shanghai Automotive Industry Planning was handled by SAIC Group, and the planning was mainly carried out around SAIC. However, from the current contribution of output value, the strength outside SAIC is also increasing. Shanghai component companies account for more than 30%. “So, the policy support in our component planning this time is applicable to all parts and components companies in Shanghai,” said one draft author.
In addition, the "Draft" also proposes to use the Shanghai Municipal Government's unique auto industry development special fund for the construction of auto parts industry base, with emphasis on supporting enterprises to establish R&D centers; for subsidies for key technological transformation projects; for supporting colleges and universities Cooperate with companies to develop and industrialize key automotive components. “In the 1990s, Santana’s profits were relatively rich, and the city took out some profits to form a special fund for the development of the automobile industry. The current scale is estimated to be nearly 5 billion yuan. If the government can provide one or two billion yuan to support the independent development of parts and components, Businesses will benefit a lot,” said the draft author.
The cold and warm self-knowledge is different from the original intention of the policy. In the draft, the authors issued invitations to more than 20 parts and components enterprises of the city, including foreign-owned and joint ventures, to prepare for the independent development of large-scale time. There are only a dozen. “The enthusiasm of some foreign-invested companies is not too high,” said one person involved in the plan.
"I am not optimistic about the effect of this policy. It is more difficult for component companies to develop their own self-development, and some companies do not want to do their own development, which may be related to the system. In addition, Shanghai's better state-owned parts and components companies are It has already entered into a joint venture with a foreign company. The foreign party of the joint venture does not agree. It is not feasible for China to do it," said a person familiar with Shanghai's parts and components.
So, how about the state-owned parts and components companies without joint ventures responding to this policy? Previously, “many companies researched for research, and then they reported up and won the award.” Chen Guangzu, a senior expert in the parts industry, said that the proportion of R&D and industrialization of auto parts is about 1:10. The huge investment in industrialization has led to long-term development of self-development, and the evaluation system of state-owned enterprises on the leadership also determines that they are not enthusiastic about independent development. Now, despite policy support, state-owned enterprises have also changed their attitudes toward independent development. However, one of their purposes for independent development is to provide better conditions for future joint venture negotiations with foreign investors. Chen Guangzu thinks so.
"On the contrary, private enterprises will get more benefits from this policy, not only the benefits brought by the policy itself, but also the positive signals released by the policy." An industry source said that in June, Shanghai Branch The committee has allocated a batch of funds to assist Shanghai Huapu Automobile and Tongji University in the production, research and development of hybrid vehicles.
It is understood that the National Development and Reform Commission mentioned in the explanation of the 11th Five-Year Plan for the automobile industry that one of the key issues to be solved in the next five years is that the parts and components enterprises are bigger and stronger.
In fact, all localities have begun to invest heavily in the development of spare parts. The Suzhou Park provides a subsidy of 1 million yuan for the three-funded science and technology fund for the automobile and parts enterprises that set up the R&D center; the automobile and parts enterprises that have been identified as high-tech enjoy a 15% preferential income tax. Shenzhen has also provided preferential measures for the development of automotive electronics companies to attract BYD Auto to settle in the area.
“But the number of auto parts companies that have recently settled down has been reduced, and the parts and components companies that come to the park have done very little research and development.” Tang Jianxiang, deputy director of the Suzhou Industrial Park Science and Technology City, said he was confused when analyzing the reasons.
Although the policy has some financial support, the biggest difficulty for auto parts and R&D of parts companies is the lack of R&D talents. Among the top 100 auto parts companies in China recently announced by the China Association of Automobile Manufacturers, Wanxiang Group Co., Ltd., which is the No. 1 company, its main products, universal joints and hubs, are still relatively simple categories of machined parts. Wanxiang Group has no choice when upgrading upwards to coordinate parts with the OEM. “Simple parts can also be imitated through research, but when it comes to complex component development and manufacturing, there must be an experienced system architect. Wanxiang is lacking talents in this area.” A familiar with universal Industry insiders said.
"The deeper problem is that the independent development of parts must learn to innovate. I talked a lot about the innovation problem, but no one listened. They said: 'I will only 1+1 now, but you come to teach me calculus, we have not Ways to learn. 'But once the situation changes, the innovative products dominate the market, you can't do it anymore." Chen Guangzu said. At that time, Dalian China's Hua video recorder manufacturers concentrated on the development of video recorders nationwide, spending 300 million yuan to engage in the development of magnetic heads; but when Hualu came up with new products, the market was already dominated by VCDs and DVDs. "This technology elimination is a devastating blow to the company."
Some companies are aware of this, but they are also confused: "I follow the innovation you said, and the company will close quickly, the investment and risk are too big; Live for a few years."
"In fact, independent development can be divided into multiple levels according to technical requirements. The key point is that we have not grasped this aspect well in the past and missed some opportunities." Chen Guangzu said that Zhejiang Yuhuan, a private enterprise specializing in the production of shock absorbers, has already produced Up to 4 million vehicles, in addition to OEM support, but also a large number of exports. “The key is whether companies can find their own position in multi-level independent development.” However, these problems cannot be solved by government tax incentives and financial subsidies alone.
The authenticity of this information has not been confirmed by the international electrical network, for your reference only.

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