German parts companies will continue to strengthen

Recently, the acquisition of a number of parts and components companies has become a hot topic in the auto circle. Among them, ZF's acquisition of all of Tianhe's shares at a price of 13.5 billion U.S. dollars has attracted the most attention. The newly formed group will become a global scale. The second auto parts supplier, this is also the largest merger case in the auto parts industry in the past 10 years. The global component industry, the German system, has emerged as one of the rising trends. Why does this happen? Gasgoo.com's industry survey in the current period (from September 25 to October 9, the number of participants was 2,784) started around this topic. The survey has a total of three questions. The following will be more detailed survey results and expert interviews one by one. .

Survey 1 firstly verified whether the trend of continued strength of German components is present. The results show that the industry is more consistent with this view. As many as 80% of participants believe that the German firm is relatively strong in the global parts and components industry.

The latest ranking (2014) of the top 100 auto parts suppliers in the world shows that the Germans occupy three seats in the top ten, among which, Bosch ranked first in the league for many years in a row, ranking fourth in China, ZF ranking nine. With the successful acquisition of TRW by ZF, the ranking of the second-largest ball component supplier was also captured by the German team.

On September 15, ZF and Tianhe reached a final M&A agreement with a total transaction amount of up to 13.5 billion U.S. dollars. The combined new company's annual operating income will reach 30 billion euros (about 41 billion U.S. dollars), which will surpass that of Denso. Become the second largest supplier of spare parts in the world, second only to the German-based Bosch Group.

In the future global parts supplier structure, the top five rankings will have three seats in Germany, and the top two will be held by the Germans (the current ranking is also likely to impact third place in the mainland later). The comparison of the data can intuitively feel the trend of continued strength of German components.

In recent years, the overall strength of German-origin parts and components has continued to increase, while the American and Japanese systems, which had once been three pillars, have been relatively weak. Investigation 2 has discussed the reasons for this situation. The results show that the benefits to the German vehicle companies are The continued strength in the world is the main reason.

At present, analysts in the automotive industry generally believe that 2014 is likely to become the year when the public wins the top global auto sales championship. Some industry experts said in an interview that they are concerned about the masses who have long been willing to surpass Toyota’s position as the world's largest car maker. In terms of 2014, as long as we work harder, we will be able to surpass the Jedi.

In recent years, relying on its strong performance in the Chinese market, Volkswagen has continuously narrowed the gap with Toyota's global sales. In fact, IHS Automotive had previously issued a forecast that the public would expect Toyota to sell more than Toyota in the first half of 2014. champion. The final sales data showed that in the first half of 2014, Toyota's global sales increased by 3.8% from the same period last year to 5.097 million units, while Volkswagen’s delivery volume increased by 5.9% to 4.971 million units. There was a gap of nearly 100,000 in sales in the first half of the year. . However, if the sales volume of Volkswagen’s Mann’s and Scania’s two commercial vehicle subsidiaries is taken into account, the gap between the sales volume of Volkswagen and Toyota will be reduced to around 30,000, which is 500,000 in 2012. In 2013, it was 300,000.