中國汽車零部件發展前景 戰略地位提升

　　隨著中國汽車市場走向成熟，售后市場的發展潛力開始逐步釋放，配件業務在整車企業未來發展戰略中的地位也隨之提升，將成為未來市場競爭的關鍵領域之一，同時，零配件服務的升級將為物流行業帶來更多新的機會。

      據有媒體《中國汽車零部件制造行業深度市場調研與投資前景預測分析報告》數據顯示，截至2017年底，中國的汽車保有量達2.17億輛，已連續八年居全球汽車銷量第一位。

      報告指出，與整車供應鏈相比，配件供應鏈管理的復雜度更高，汽車零配件的物流主要面臨種類多、長尾長、復雜度高等難點。在時效要求不斷提升和成本控制的前提下，物流企業的信息化能力至關重要，這需要企業具備大量SKU的備貨能力和大數據的預測能力，但從全球范圍來看，目前在配件管理領域能夠有效利用數字化管理的汽車生產企業數量仍然相對較少。德勤中國消費品及零售行業主管合伙人張天兵表示，現階段具有數字化能力的物流和供應鏈公司，將在推動行業向數字化發展中發揮領頭作用。

      報告進一步強調，汽車后市場的健康發展須建立在汽配供應鏈不斷智能升級的基礎之上。未來，汽配供應鏈具有更大的發揮空間，企業可通過建立完整供應鏈實現庫存的動態管理，完善上下游的快捷運輸，換取更高的效率和更低的成本優勢。張天兵表示：“隨著新經濟蓬勃發展，汽配供應鏈市場潛力巨大，現存痛點與潛在挑戰將成為企業開放賦能的著力點。”

      而隨著新興技術推動汽車購買和售后服務體驗發生變革，報告認為，汽車制造商也要積極應對，并重新考慮如何與互聯網消費者建立聯系，以滿足其對產品和服務體驗日益升高的期望。比如通過對消費者的態度、需求、行為、客戶特征進行畫像、分析后尋找市場服務機會，再到物流及供應鏈的創新發展，是未來物流發展的有效升級路徑。

     另外值得注意的是，由于新一代消費者對互聯網的依賴加深，人們的出行方式正發生重大變革，共享出行模式與新能源汽車的發展與普及都將對汽車后市場產生影響。共享出行模式可推動后市場物流走向集中高效化，改變當前汽配物流末端市場“小、散、亂”的現狀，向標準化和規范化發展;新能源汽車作為新興行業雖在一定程度上改變了當前汽配物流行業的競爭格局，但電池的運輸、回收及倉儲也對物流業提出了新要求。

As The Chinese auto market becomes mature and the development potential of the after-sales market begins to be gradually released, the position of parts business in the future development strategy of vehicle enterprises will also be enhanced accordingly, which will become one of the key areas of future market competition. Meanwhile, the upgrade of parts service will bring more new opportunities to the logistics industry.

According to the media report on In-depth Market Research and Investment Prospects of China's Auto Parts Manufacturing Industry, by the end of 2017, China's car PARC had reached 217 million, ranking first in global auto sales for eight consecutive years.

The report points out that compared with the whole vehicle supply chain, the supply chain management of spare parts is more complex, and the logistics of automobile spare parts mainly faces many kinds, long tail and high complexity difficulties.In aging requirements under the premise of continuous improvement and cost control, logistics enterprise informatization ability is important, it needs to have a large number of SKU stock capacity of enterprises and large data prediction ability, but on a global scale, the effective use of digital management in the field of spare parts management in automobile production enterprise quantity is still relatively small.Zhang Tianbing, managing partner of Deloitte China's consumer goods and retail sector, said logistics and supply chain companies with digital capabilities would play a leading role in moving the industry towards digital.

The report further stresses that the healthy development of the automotive aftermarket must be based on the intelligent upgrading of the automotive supply chain.In the future, the auto parts supply chain will have more room to play. Enterprises can realize dynamic inventory management by establishing a complete supply chain, and improve the upstream and downstream fast transportation, so as to gain higher efficiency and lower cost advantage.Zhang Tianbing said: "With the development of the new economy, auto supply chain market potential is huge, existing pain points and potential challenges will become the focus of enterprise opening."

And as emerging technologies drive changes in the car buying and after-sales service experience, the report argues that automakers need to respond and rethink how they connect with Internet consumers to meet their rising expectations for product and service experiences.For example, through the portrait of consumers' attitude, demand, behavior and customer characteristics, looking for market service opportunities after analysis, and then to the innovative development of logistics and supply chain, it is an effective upgrade path for logistics development in the future.

In addition, it is worth noting that due to the deepening dependence of the new generation of consumers on the Internet, people's mode of travel is undergoing major changes, and the sharing mode of travel and the development and popularization of new energy vehicles will have an impact on the automobile aftermarket.The Shared travel mode can promote the post-market logistics to become centralized and efficient, change the current situation of "small, scattered and chaotic" in the end market of auto parts logistics, and develop towards standardization and standardization.Although new energy vehicles as a new industry to a certain extent change the current automotive logistics industry competition pattern, but the battery transport, recycling and storage also put forward new requirements for the logistics industry.