The stamping process is made from the relevant initial materials in accordance with the requirements to produce permanent plastic deformation parts, so that they can obtain the required relevant shapes and qualified automotive parts. In automobile manufacturing, stamping parts are the main components of automobiles, and there are many types of automobile stamping parts, mainly including spring trays, spring seats, spring brackets, end covers, covers, compression valve covers, and stamping parts of automobile shock absorbers , Compression valve sleeve, oil seal seat, bottom cover, dust cover, impeller, oil cylinder, lug, bracket, etc. The entire auto parts industry is greatly affected by the upstream and downstream boom. When downstream car sales decline and upstream raw material prices rise, the profits of midstream companies will be squeezed. Conversely, when the downstream vehicle boom and upstream raw material prices stabilize, the parts industry will have greater performance flexibility. Before 2016, the scale of China's auto parts market maintained a steady upward trend. In 2017, due to the decline in downstream car sales, it has fallen back, and now it has entered a new round of upward cycle.

2. Market competition pattern

There are many types of automobile stamping parts, and the market space is large. At present, there are many parts manufacturers engaged in simple processes such as single-product stamping and welding. According to statistics, there are currently a large number of domestic automobile stamping and welding parts manufacturers, which have exceeded 15,000. Family. At present, domestic joint ventures of foreign auto giants are the first echelon of auto stamping parts market competition, with stable downstream demand and advanced production technology; and domestic large-scale private stamping parts represented by Huada Technology, Joint Stock, Evergreen, etc. Manufacturers currently have certain advantages in some products and are in the second echelon of the stamping parts market. However, the large number of small and medium-sized stamping parts factories have weak research and development capabilities and low efficiency, especially inadequate mold development capabilities.

China's auto stamping parts market competition pattern

Related report: "2020-2025 China Stamping Industry Market Research and Analysis and Investment Strategic Planning Report" issued by Huajing Industry Research Institute;

There are more than 1,500 types of stamping parts for passenger cars, which puts forward higher requirements for the long-term research and development capabilities and stable supply capabilities of stamping parts companies. Therefore, stamping parts companies with advanced mold development technology and welding technology compete The strength advantage is obvious. In particular, the high transportation cost of automobile stamping parts has led to limited production coverage. Therefore, a regional industrial concentration pattern will be formed in the future. From the current distribution of large-scale automobile stamping parts production enterprises, the Yangtze River Delta and the Pearl River Delta The Bohai Rim region is the main production and distribution area of automobile stamping parts. A reasonable and complete production capacity layout can effectively reduce enterprise costs, improve supply efficiency, and enhance competitiveness.

3. Lightweight automobiles provide long-term impetus for the development of the industry

With the continuous increase in the number of automobiles in China, the energy safety and environmental issues brought about by this will become more prominent. Due to the increasingly stringent requirements for environmental protection and energy saving, automobile lightweight has become an unstoppable trend in the development of the automobile industry. "Made in China 2025" regards lightweight as an important direction for the development of the automobile industry, and lightweight is an inevitable demand for automobile development. According to China's automobile lightweight plan. By 2030, the weight of the whole vehicle will be reduced by 35% compared to 2015. Among them, high-strength steel, aluminum alloy, magnesium alloy and other materials will become the main components of future body parts. The realization of automobile lightweight requires advanced stamping technologies such as internal high pressure forming (hydroforming) manufacturing technology, ultra-high-strength steel hot stamping technology, roll forming technology, high-pressure casting molding technology, etc., to achieve better rigidity and structural strength , This will give relevant stamping parts manufacturers new market opportunities. As electric vehicles have a short cruising range and high battery costs, they have become a restrictive factor in the development of electric vehicles. Therefore, new energy vehicles bear the brunt of the development of lightweight vehicles.

Fourth, downstream market demand promotes industry prosperity

After a continuous decline in China's passenger car market from 2018 to 2019, there are obvious signs of recovery in 2020. Although the impact of the new crown pneumonia epidemic has led to poor car sales in the first quarter, China's auto market has rebounded rapidly, with sales exceeding the same period in 2019 in April 2020 and achieving positive year-on-year growth in the second quarter of 2020. The negative impacts of industries such as Sino-US trade frictions and the transition between five countries and six countries have subsided. As local governments support auto consumption policies and the effects of tax and fee reductions gradually appear, they will become a positive factor in the recovery of the auto market. As the impact of the epidemic is gradually eliminated, the industry The rebound can be expected.

In the emerging new energy vehicle market, compared to fuel vehicles, the need for lightweight new energy vehicles is more urgent, and its key components, gearboxes, and stamping parts for power systems have higher added value. At present, only a few competitive parts companies are engaged in the new energy auto parts business. With the marginal weakening of the effect of subsidies for new energy vehicles and the gradual cultivation of real demand, the new energy business is expected to become a new growth point for the development of the industry. In July 2020, the growth rate of China's new energy sales turned from negative to positive and maintained a steady growth trend. It is expected that with the advancement of technology and the improvement of infrastructure, the increase in sales of new energy vehicles in the future will greatly promote the market demand for related automotive stamping parts in the new energy vehicle manufacturing industry.

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