After cancelling the characteristics of the vehicle, it should support independent components

On August 28, 2009, relevant national ministries and commissions jointly issued a document. Starting from September 1, the Measures for the Administration of the Importation of Auto Parts That Constitute the Characteristics of the Vehicles will be abolished. Imported auto parts will be taxed uniformly at 10%. This means that after four years of implementation, the parts and components management policy that was litigated by the European and American countries to the WTO will end in vain. Subsequently, officials from the Ministry of Commerce of the United States and other countries concerned expressed welcome.

To everyone's surprise, this was a policy that was strongly opposed by the German and U.S. auto giants since its inception. After the cancellation, these auto companies that had made remarkable achievements in the domestic auto industry responded unimpressively. On the one hand, because of this policy in the tussle war in WTO litigation, various auto companies have made corresponding adjustments in the face of the huge Chinese market, after several years of localization strategy adjustment and communication with related departments. , including the original strong reaction of Mercedes-Benz, BMW and other luxury brands, domestic cars can basically meet the requirements.

On the other hand, these giants led by Audi, in the development of the past few years, have taken parts and components produced in China as an important global supply system. After the cancellation of Audi China, Audi China Investment Corporation was established again to openly The stated purpose is to integrate better with domestic parts supply systems in order to purchase cheaper parts from domestic sources into its national supply system.

From a practical point of view, although the “car features” provision was withdrawn under the WTO regulation, the policy originally made the purpose of domestically-manufactured multinational giants already reached, so this policy has almost no practical significance.

However, after the “car features” policy was announced, relevant experts in the domestic auto industry began to reflect on this policy. This policy has prompted the major auto parts manufacturers in the world to achieve large-scale domestic production of the parts and components companies, but this policy has deeper implications. The purpose of the hierarchy has not been realized, and the situation is even worse. The strength and technical strength of independent component companies have not only not been improved, but have been squeezed by these multinational giants after they are made domestically.

In joint venture auto companies, in addition to the sales system, the procurement system is basically controlled in the hands of foreign companies. While satisfying the “characteristics of the entire vehicle”, the joint venture has introduced a large number of its related parts and components companies into domestic production, and procurement has achieved internal circulation, even There has been a "vertical transfer" of profits. Two years ago, Beijing’s modern Chinese and foreign parties fought hard on this issue.

Against this background, the reality is that it is more difficult for autonomous parts and components to enter the procurement system of these joint ventures, and it is increasingly concentrated on small, low-tech, marginal plastic parts. This may not have been thought by the relevant departments when they introduced the “car features” policy, nor is it something that everyone would like to see. Therefore, the elimination of “the characteristics of the vehicle” is not the key. The key is that the relevant departments should introduce policies that can support independent parts and components companies as soon as possible so as to prevent the “hollowing out” of core automotive technologies.

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