This relationship between the middle and lower reaches, people can not help but think of a few years ago, starting near the LCD TV industry. Panel flat-panel TVs are the most important cost, and there was complete control over foreign companies in this market, resulting in the lower reaches of the brand manufacturers should therefore have no right to speak - then Skyworth Digital (00751, HK) Wang Dian-fu, chairman of the board’s respect, “80% of the profits have been earned away panel factory.”
The views of researchers have confirmed this conjecture. Gu congenial days analyst pointed out that the current industry trends are, automatic control technology, computer technology and power electronic technology has developed very sophisticated, automotive electronic control, and modular trend is very obvious, and the whole enterprise has become more like a Service type industry. Control system controls the automotive supplier industry chain research and development and technical direction of the highest profits.
Another researcher who declined to be named put it more bluntly, he said that the current status quo is that vehicle manufacturers do not have their own core of things. As a core component of hybrid vehicle power batteries and electric control system, basic to rely on imports, independent core technology is not high; in fact a lot of vehicle manufacturers is not in the “production” of new energy vehicles, but in the “assembly” of new energy automobiles . He said that if the car manufacturers should not self-owned core technology, is bound to be constrained by battery manufacturers, the cost of the problem can not be resolved.
