First of all, the new forces are irreversible. In the past two years, traditional auto companies have delayed their rapid development, and it is inevitable that some companies will gradually withdraw from the stage of history. But at the same time, we have also seen many powerful companies pouring into the auto industry and quickly showing their competitiveness in this trillion-level market. The three domestic Internet giants BAT, and foreign Apple and Google, new forces are coming to build cars. Not long ago, Xu Jiayin, chairman of the board of directors of Evergrande Group, a giant in the real estate industry, met with leading companies in the automotive industry such as Bosch and Magna in Germany. Build a world-class brand. Alphabet, Google's parent company, does not produce driverless cars, but has grown into the world's most leading autonomous driving technology company. It has successively cooperated with Toyota, Fiat Chrysler, and Jaguar to provide autonomous driving technology. Although it did not produce a car, it was valued at more than $170 billion by Morgan Stanley. These examples of cross-border operations are enough to prove that the automotive industry still has sufficient development potential, but who is the protagonist of this gluttonous feast, whether it is an old giant or a new power, will be full of uncertainty.
Secondly, the outsourcing trend of OEM gears is irreversible. In the traditional industrial form, most OEMs regard gears as core components and are self-sufficient. The procurement strategy of gear suppliers is also positioned as a backup supply. However, in recent years, as the management of professional gear manufacturers such as Shuanghuan has become more mature and the quality has become more excellent, the trend of OEMs to hand over gear parts to professional manufacturers for manufacturing will become more and more obvious.
Furthermore, the continuous demand for structural adjustment is irreversible. We have clearly seen that the automotive industry is undergoing structural changes with the changes brought about by new technologies. Traditional manual gearboxes have quickly switched to automatic gearboxes. The market share of pure electric and hybrid new energy vehicles is steadily increasing and is accelerating. As far as a single car is concerned, the number of gears required has indeed decreased significantly, but no matter what form is used as the power of the car, gears will be indispensable, and more stringent requirements are imposed on the quality and life of gear products. Require. For gear companies, this will be a reshuffle of a big wave, and the market concentration will be greatly increased. Excellent enterprises, while leveraging their strength to improve their own technology and management level, will occupy a larger market share and thus stand out from the fierce competition.
"Danger" conceives "opportunity", but the opportunity must not be lost; follow the trend, but there must be something more. Coordinating the layout when the industry is in a downturn, diligently practicing internal skills when the peers are confused, following the objective laws of industry development, establishing a leading edge in market competition, and grasping the transformational opportunities of business operations. Take off and develop in the gear enterprise and become a leader!
