In the face of a new round of scientific and technological changes in the automobile industry, OEMs and supply chain enterprises have joined hands with Lian Heng to establish an ecological circle, and the automotive electrification, intelligence and networking industrial chain need to be supplemented and strengthened urgently.

Faced with the changes in the world situation and the impact of the COVID-19 epidemic, China's automobile market has taken the lead in recovering in the world. This shows the strong development momentum and toughness of China automobile industry, and a safe and controllable industrial chain is its indispensable development foundation.

In view of the current automobile market environment, 10? The 22nd? On the morning of, China Automobile Industry Association held the theme forum of "Promoting the Automobile Industry to Make Up the Chain and Strengthen the Chain". The forum was hosted by Chen Shihua, Deputy Secretary General of China Automobile Industry Association. At the forum, enterprises from the upstream and downstream of the automobile industry chain conducted in-depth discussions on testing and certification, basic research, financial support, and building industrial clusters. At the same time, industry experts put forward constructive suggestions on the development of China automobile supply chain.

Trio of Complementary Chain and Strong Chain

The scientific and technological revolution and industrial transformation have arrived. Its outstanding feature is subversive innovation. Li Qingwen, president of Automotive Evaluation Research Institute, believes that subversive innovation has become the mainstream, which is a process from single-point breakthrough and single-field popularization to multi-point breakthrough and multi-field expansion. Automobile is the best carrier and ideal breakthrough of scientific and technological revolution and industrial transformation.

Under the function of automobile as a carrier, it is inevitable to reshape, reconstruct and rebuild the automatic control supply chain system by supplementing chain, fixing chain and strengthening chain. Li Qingwen believes that these are his three countermeasures. "Remodeling, reconstruction and reconstruction will lead to qualitative change of supply chain."

In Li Qingwen's view, the realistic foundation of remodeling, reconstruction and reconstruction comes from three aspects:

First, the current supply chain is comprehensive, but there are key technical shortcomings. Among them, comprehensiveness means that the grades of high, medium and low-grade products can be basically guaranteed, while the shortcomings of key technologies refer to the serious lack of technologies and products such as chips and basic raw materials. For example, there are 6000 from cars to chips? Multiple processes, the first 5000? This process is from sand to silicon wafer. China 12 at present? Inch silicon wafers are basically imported and cannot be produced independently.

Second, diversification, but the lack of large-scale backbone enterprises. Among them, diversity refers to various typical industrial attributes in the supply chain, with a large number of state-owned, private, joint venture, sole proprietorship and mixed capital. "Many plans propose to build a sales group of 1000 billion, but so far there are only two parts sales groups of more than 1000 billion in China. Compared with world-class parts companies, the gap between us is particularly large. "

Third, reconstruction is not only active, but also focused. Remodeling, reconstruction and reconstruction are three different routes of technology and product development, with completely different directions. But they cross, overlap and coexist. The relationship that enterprises should grasp in the development of supply chain.

The emergence of new supply chain forms

Judging from the reality, in the "new four modernizations" of automobiles? Driven by development, the original linear automobile industry chain is transforming into a network ecosystem, and the industry is developing in the direction of ecology and service.

To this end, Guan Qingping, a member of the Party Committee of Shanghai International Automobile City (Group) Co., Ltd., has his unique views. In her view, the future development of the automobile industry will present the following characteristics:

New globalization of supply chain. Due to the change of international political and economic structure and the influence of epidemic situation on parts market, the supply chain layout of automobile enterprises will emphasize safety more. Not just cost first. Therefore, we should strengthen the replenishment of our own supply chain, especially the introduction of high-end supply chain, to ensure the stability and leadership of the industrial chain.

Service forms of value chain. In the "new four modernizations"? Driven by this, the service direction of vehicle enterprises is not only selling products, but also the "soft format" of the future market? Extension, the value proportion of manufacturing links will be further reduced, and the proportion of travel and aftermarket services will be further improved. Therefore, it is necessary to speed up the layout and cultivate new kinetic energy for the development of the automobile industry.

Regional characteristics of ecological chain. Data will become a new feature of the automobile industry chain, because different application scenarios and regional attributes in each region will bring some new development opportunities.

What will the future parts supply chain system look like? Li Qingwen believes that in the era of automotive subversion and innovation, there will be four new supply chain forms: "intelligence, energy conversion, data generation and interactive connection".

Among them, intelligent supply chain is a supply chain that creates intelligent technologies and products completely different from traditional cars around smart cars and intelligent manufacturing. "Now the smart supply chain is very scarce, and there are too many things to make up. Rebuild your home. In the future, whoever can occupy a place in the intelligent supply chain will have a future. "

Energy conversion supply chain is an energy conversion supply chain that creates various conversions and uses around new energy vehicles, which is different from traditional vehicles. "In the future, this supply chain is promising."

Data generation supply chain is to build a data collection, production and processing supply chain completely different from traditional cars around smart cars and networked cars. "In the future, the car will become a data generation unit, which will be generated in the car. The data generation supply chain has become a reality. "

For the interconnected supply chain, the automobile has become an intelligent data terminal, energy conversion and storage platform, and the data generation and optimization platform will inevitably become a new interactive platform for society.

Both the new supply chain form and the new phenomenon of industrial development provide new market opportunities for the future development of automobile supply chain enterprises.

Improve the industrial innovation system

Of course, the number of complementary chains, fixed chains and strong chains can be different, and different enterprises can find their own practices.

Guan Qingping put forward the following ideas according to his own enterprise: First, the whole industrial chain should be supplemented. "We are accelerating the attraction of head enterprises and high-quality enterprises with great potential in the whole industrial chain to continuously attract enterprises related to the industrial chain to settle in." The second is the "new four modernizations" strong chain. "Through the functional platform of the National Intelligent Network Demonstration Zone, we will constantly improve our automobile city and science park and accelerate the formation of industrial clusters." The third is the solid chain of new infrastructure. "We continue to increase investment in infrastructure, do a good job in the construction of the entire platform, and let the dreams of enterprises come true on our platform."

In the view of Long Min, general manager of purchasing center of Changan Automobile Co., Ltd., the competition in the automobile industry is, in the final analysis, the competition between core technology and supply chain. He believes that we should cultivate the core technology of local parts enterprises in China, realize some parts enterprises with global competitiveness, and then form a world-leading supply chain system to support independent brands. At the same time, building a safe and reliable supply chain is an effective means to deal with globalization events and international relations.

Based on this, Long Min suggested that we should first upgrade the automobile brand in China and create a healthy automobile public opinion environment. The state and government can actively adjust policies, create a better investment environment, strengthen the automobile industry chain and improve the layout of core components, while the media platform should correctly guide more people to understand China brand and show the strength of China brand cars. Second,? Enterprise alliance, government-enterprise alliance, establish and improve the innovation system and supervision system of automobile industry, and promote and promote the innovation of automobile industry. Finally, reduce the external dependence of core components, and strive to make up for the shortcomings of the automobile industry in terms of chain repair, solid chain and strong chain.

From the supply chain to 2030? In 2008, autonomous driving will completely change mobile travel, which will make mobile enjoyment a very convenient condition in people's lives. BASF continues to innovate in this respect. In the application of electronic components, new interiors and other materials, it provides a guarantee for the interior space of the car. BASF (China) Co., Ltd. Asia-Pacific Automobile Market Industry &; ? Li Jinxiu, global key account management director of the automotive industry, said: "BASF continues to support the development of the automotive industry with its chemical innovation solutions. In China, we work closely with auto customers from production to research and development to make future mobile travel safer, more comfortable and more sustainable. "

As we all know, massive data brings massive calculations and a super intelligence, so autonomous driving is possible. The demand for autonomous driving products is very clear, but to meet this demand, enterprises need to build cross-border capabilities and cross the capabilities of artificial intelligence, chips, Internet, software, hardware and other sub-fields. Zheng Zhitai, chief strategy officer of Horizon Company, said that the revolutionary era of reshuffle in the automobile industry is coming. Therefore, it is the only way for OEM manufacturers to carry out overall strategic cooperation with chip companies with software capabilities. Automobile companies need both smart products. More need to cultivate their own intelligence.

Vehicle enterprises and national policies are the soil for industrial chain innovation, and capital is the fertilizer and rain for industrial chain innovation. Collaborative innovation of resources and capital will build China automobile supply chain. Ren, vice president of Zhejiang Group Co., Ltd. believes that only in this way can we innovate the industrial chain faster and better and support the whole vehicle enterprises and the automobile industry. At the same time, we should adhere to the principles of fairness, openness and * * * to build the industrial chain and supply chain. According to Ren, there are three innovative ways: enterprise collaborative innovation, capital collaborative innovation and Industry-University-Research collaborative innovation.

Pei Hu, deputy director of the Technology Center of Zhejiang Wanan Technology Co., Ltd., said that cooperation promotes development. For horizontal enterprises in the industrial chain, there are not only competitive relations, but also cooperative relations; For the vertical relationship of industrial chain, there are not only supply and demand relations, but also coordination relations.

And from 20 15? Since 2006, many traditional automobile manufacturers have begun to transform into travel service providers, providing new services around their core products. Li, executive deputy general manager of Wuhu Chery Technology Co., Ltd. and president of the Industrial Research Institute, believes that in the face of a new round of technology 4.0 in the automotive industry? With the reform, OEMs have joined hands with Lian Heng to establish an ecological circle, which urgently needs China's automotive electrification, intelligence and networking industrial chain to supplement and strengthen the chain. At present, a market-oriented and customer-centered ecosystem is taking shape. In order to solve the "bottleneck" technology, we must strengthen the coordination and cooperation of the industrial chain.

It is true that the development of automobile supply chain in China has reached a new stage of nirvana. Seize this opportunity. China's automobile supply chain will have the opportunity to become very strong.

This in-depth report series:

In-depth reporting to cope with the new situation: building a safe and controllable industrial chain

In-depth reporting to create new advantages: the way to improve the automobile supply chain during the 14 th Five-Year Plan

In-depth report on turning to a new course: self-revolution of traditional parts

(Note: This article was first published in the monthly issue of 1 1 in 2020, so please continue to pay attention. )

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.