The export data of parts and components in recent months is not satisfactory, and there is no recovery trend in the short term, especially in the international supporting export market, whether it is the direct exports of Chinese local suppliers or the internal transactions of multinational companies. Chen Wenkai, President of Gasgoo.com, said that in the short term, the recovery of the export after-sales market must precede the export supporting market; in the medium and long term, the financial crisis has warned people in advance that relying heavily on pure export trade has unsustainable bottlenecks. Because this will be subject to obstacles such as RMB appreciation, non-tariff barriers, and substantial increase in logistics costs. Therefore, from now on, component companies should pay more attention to diversified international market strategies.

China's parts exports can be divided into international after-sales markets and international supporting markets in terms of types. After-sales accounts for about 60% to 70%, of which domestic Chinese, Hong Kong and Taiwan enterprises account for more than 80% to 90%; and the proportion of domestic, Hong Kong and Taiwan enterprises in the international supporting market exports is less than half, and the internal transactions of multinational companies account for a considerable amount proportion.

According to the data of major international component export countries such as Germany, Japan, and the United States, the export of the international supporting market accounts for more than 70%. More importantly, the export aftermarket and the international supporting market supported by foreign-funded companies have considerable exports. The instability of China is greatly affected by changes in the RMB exchange rate or competition or transfer of international low-cost manufacturing bases. Therefore, from the perspective of the upgrading of the parts and components industry (the after-sales market is competitive with low prices and does not have the conditions for upgrading), China’s mid- and long-term goal should be to adjust the export structure of parts and components, that is, to require the export supporting market to account for 70%. % To more than 80%, of which local, Hong Kong and Taiwan enterprises account for more than 70%.

Chen Wenkai also said that the current structure of the products we export to the international supporting market (we often call global procurement) is not ideal, mainly simple parts, products with a high proportion of labor cost, raw material cost and environmental protection cost, because of the technical content. Not high, and there is no advantage under the change of the RMB exchange rate. In addition, customer relationships are unstable. A considerable proportion of international accessory exports are internal transactions or stable customer purchases. For example, the joint venture of Volkswagen China purchases German-made parts or Bosch China purchases German-made parts. However, China’s export supporting market now relies on buyers from other countries who do not have close cooperative relations, and the export method is mainly based on pure export international trade, without an international manufacturing base, that is, a combination of export trade and international investment and production. Therefore, in the medium and long term, it is necessary to improve the technical content and assembly level of export supporting parts and make breakthroughs in parts and assemblies. Companies may need to try to establish investment or joint venture production bases overseas to directly support local vehicle companies or Tier 1 suppliers.