[Reuters] sharing the automotive accessories in the WTO open spirit, the joint venture enterprise shares than release is represent the general trend. The State Council promulgated the "decision on the temporary adjustment of administrative regulations, the State Council documents and the approval of the State Council departments and regulations in the free trade zone" ("decision"). "Decision" of the introduction is to release a major signal, the core parts of the stock than the release is inevitable. Put the automotive electronics, new energy automotive key components into the pilot list, so that the best Chinese brands have enough competitiveness and international brand competition.

Pilot areas to allow foreign investment

In July 19th, the State Council promulgated the "decision on the temporary adjustment of administrative regulations, the State Council document and the Department of State Council approved by the State Council in the free trade zone" (hereinafter referred to as "decision").

"Decision" proposed that China will further open up a number of industry areas, allowing foreign investors to set up a corresponding field in the free trade area of the wholly foreign-owned enterprises. Among them, related to the auto parts industry in Shanghai, including the adjustment, Guangdong, Tianjin, Fujian Free Trade Zone, allowing foreign bus network technology in automotive electronics in the form of sole proprietorship (hereinafter referred to as "CAN bus"), the electronic controller of electric power steering system (called "EPS controller") by allowing foreign manufacturing and R & D; in the energy type power battery to form solely (energy density is larger than 110Wh/kg, the cycle life of more than 2000 times) of manufacturing.

Relevant industry experts said that the FTA pilot auto core components of the production, will be a joint venture to prepare for the joint venture. At the same time, the automotive electronics, new energy automotive components into the pilot list, and a recent automotive joint venture shares than the gradual lifting of the ban to discuss rising, which means that the free market competition Chinese automobile industry will become the trend.

CAN bus: the independent brand enterprise already has certain competitive power

It is reported that the first CAN bus is developed by BOSCH, and now is a concept, the vehicle enterprises in accordance with a certain standard on the platform for independent development. BOSCH as the largest auto parts group, involving a large number of automotive business, CAN bus, EPS controller is its strengths.

At present, most passenger car companies have their own CAN bus, along with the development of intelligent vehicles, the CAN bus will be all smart car essential, the domestic automobile enterprises in the application of CAN bus is relatively mature. CAN bus company led by the vehicle, the establishment of the corresponding electronic electronic control architecture, according to the international general standard set its own unique standard.

CAN bus, Ethernet and EPS controller, the automobile electronic technology, there are a considerable part of automotive electronics enterprises have mastered, but the whole enterprise of independent parts R & D capability still exists prejudice. Relevant experts believe that the country should be more to encourage and support independent parts enterprises with innovative capabilities, so as to enhance the comprehensive competitiveness of independent brand parts enterprises. At present, in the field of navigation, entertainment, communication and other fields, independent brand enterprises already have a certain competitiveness.

EPS controller: there is a gap between the independent foreign investment

At present, the EPS controller core technology in the grasp of foreign enterprises, such as ZF, NSK, Jtekt, Showa, BOSCH etc..

A person engaged in the business of EPS years of industry sources also said that most of the domestic EPS controller mainly imported, electronics, OMRON, ELESYS, and Taigetejun has joint ventures in China, including Jtekt EPS business accounted for about 11% of the market China. Domestic independent brands have Zhuzhou easily reached, Zhejiang Shibao, Hubei Henglong, these enterprises are independent R & D and production of EPS controller, compared with foreign technical level has a certain gap; Chinese domain car's Shanghai LIAN automotive electronics R & D and production of EPS controller, with the SAIC and other independent brands.

Experts said that in the next 5 to 10 years later, in the field of EPS controller, independent brand enterprises also have the market competitiveness. Although from a technical perspective, the gap between independent enterprises and foreign investment is not large, but the technology, equipment capacity and product consistency compared with foreign investment there is a certain gap. In addition, the independent brand enterprises have no brand advantage.

For the impact on their own brands owned FTA pilot enterprises, experts believe that the single pilot FTA, influence on independent brand enterprises is not very large, but from the perspective of parts enterprise development, fair market is also very important. Industry experts said that the implementation of investment policy, increase the difficulty coefficient of local enterprises to master the core technology in the field, will make the domestic automotive electronics product line positioning differentiation is more obvious, the international monopoly of the upstream industry, may make Chinese automotive electronics industry has been hovering in the middle and lower reaches of the industrial chain.

Battery: foreign independent look at fiercely as a tiger does will be impacted

The current domestic new energy vehicle development like a raging fire, power battery as its key components also attracted parties covet. Public information, the Ministry has released the four batch of "automobile power battery industry norms conditions" business directory, including Tianjin Lishen Battery Co, Hefei, China Xuan tech power energy Co. Ltd, duofuduo (Jiaozuo) Amperex Technology Limited, micro macro dynamic systems (Huzhou) Co., a total of 57 companies.

In addition, LG chemical, Samsung SDI, and other foreign companies are also active in China layout, respectively, built in Nanjing, Xi'an, Dalian joint venture factory, but there is no one outside