Bonus for connectors-New energy vehicle stimulus policy postponed for 2 years
The industry's cold winter The global automotive industry's decline has been a consensus. Almost all data from statistical agencies show that 2019 is a car, and the beginning of 2020 can be described as a freezing period, and upstream automotive connectors have also been "frozen"!
In 2020, due to the impact of the epidemic, many car companies stopped working and stopped production. The three major automakers in Detroit, Ford, General Motors, and Chrysler have announced the closure of some factories to prevent the spread of the new crown epidemic. The decision of the three giants has also quickly affected other automakers. As of now, more than 150 auto factories worldwide have been pressed. "Pause button".
The shutdown of global auto companies has not only depressed the auto industry, but also brought a heavy blow to many auto parts companies. China's auto parts are overwhelmed. It is reported that China's auto parts have contributed 80% of the global market.
However, most of the parts focus on the low-end field, and high-end components such as connectors still need to rely on a large number of imports.
At present, the domestic automotive industry chain has basically resumed work, but the epidemic has cut off some foreign supply chains. Whether the domestic connector manufacturers can carry the heavy burden is a big test for the connector industry in the future. In the short and medium term, the production and export of connectors will be affected; but in the long run, the epidemic will impact or accelerate domestic substitution, and the penetration rate is expected to continue to increase.
Although the epidemic in China has been effectively controlled and enterprises have resumed production in an orderly manner, the current outlook of the automobile consumer market is not necessarily better than other countries. Xin Guobin, deputy minister of the Ministry of Industry and Information Technology, said: "The entire automobile industry is facing a problem of weak consumption." On the 31st, the State Council held an executive meeting, promulgating measures such as the extension of new energy vehicle purchase subsidies and purchase tax exemption policies for two years and other measures to boost automobile consumption.
In the year when the national economy has been subjected to a tremendous test, the introduction of this policy will make the new energy vehicles and their supply chains have a certain degree of buffering in the next two years. At the same time, it will also accelerate the integration of new energy vehicles into the traditional automobile market and facilitate the layout New energy vehicle supply chain. The automotive market is the largest terminal application field of connectors, and connectors for new energy vehicles are one of the most important terminal markets for connectors. At the same time, the requirements of related technical indicators are also higher than those of traditional automobiles.
In recent years, leading domestic connector manufacturers have actively deployed in the field of new energy vehicle connectors. For example, AVIC Optoelectronics is a leading domestic enterprise that has entered the field of new energy vehicle connectors earlier. At present, new energy vehicles have become the company's second largest civilian product business.
The two-year policy dividend buffer period is conducive to improving the decline of new energy vehicles this year. For connector manufacturers who want to dig deeper into new energy vehicles in the future, it is also an important two years forging and strengthening their product quality, which is conducive to improving the future of China's automobiles. The situation of strong import and weak export with connectors.
However, most of the parts focus on the low-end field, and high-end components such as connectors still need to rely on a large number of imports.
At present, the domestic automotive industry chain has basically resumed work, but the epidemic has cut off some foreign supply chains. Whether the domestic connector manufacturers can carry the heavy burden is a big test for the connector industry in the future. In the short and medium term, the production and export of connectors will be affected; but in the long run, the epidemic will impact or accelerate domestic substitution, and the penetration rate is expected to continue to increase.
Although the epidemic in China has been effectively controlled and enterprises have resumed production in an orderly manner, the current outlook of the automobile consumer market is not necessarily better than other countries. Xin Guobin, deputy minister of the Ministry of Industry and Information Technology, said: "The entire automobile industry is facing a problem of weak consumption." On the 31st, the State Council held an executive meeting, promulgating measures such as the extension of new energy vehicle purchase subsidies and purchase tax exemption policies for two years and other measures to boost automobile consumption.
In the year when the national economy has been subjected to a tremendous test, the introduction of this policy will make the new energy vehicles and their supply chains have a certain degree of buffering in the next two years. At the same time, it will also accelerate the integration of new energy vehicles into the traditional automobile market and facilitate the layout New energy vehicle supply chain. The automotive market is the largest terminal application field of connectors, and connectors for new energy vehicles are one of the most important terminal markets for connectors. At the same time, the requirements of related technical indicators are also higher than those of traditional automobiles.
In recent years, leading domestic connector manufacturers have actively deployed in the field of new energy vehicle connectors. For example, AVIC Optoelectronics is a leading domestic enterprise that has entered the field of new energy vehicle connectors earlier. At present, new energy vehicles have become the company's second largest civilian product business.
The two-year policy dividend buffer period is conducive to improving the decline of new energy vehicles this year. For connector manufacturers who want to dig deeper into new energy vehicles in the future, it is also an important two years forging and strengthening their product quality, which is conducive to improving the future of China's automobiles. The situation of strong import and weak export with connectors.
In the coming two-year dividend outbreak period, Konnra connectors will be committed to the research and development and investment of new energy vehicle connector solutions, and strive to provide more, better and better wiring harness solutions for more new energy vehicle manufacturers.
评论
发表评论