Domestic substitution of automotive seats accelerates, product value continues to increase 汽车座椅国产替代化提速,产品价值不断提升

2023-10-31


For a long time, the seat frame and key parts have been held by foreign manufacturers. The company set up seat functional parts R & D modularization team, and then the skeleton team will research and development of the integration of various boards, the formation of one-stop intelligent seat skeleton solutions in the country, able to support the seat skeleton for the independent.

In the era of electric intelligence, Chinese automobile enterprises are sailing to the sea. According to the data released by the State General Administration of Customs, in May 2023, China's auto exports jumped 123.47% year-on-year. In the era of electric intelligence, the accelerated speed of model iteration makes the car companies on parts and components enterprises to respond to the service efficiency requirements have increased dramatically, the past solidified industrial division of labor is expected to break down the relationship between the car companies through market competition to choose seat suppliers, forcing the head of the seat assembly manufacturers to outsource the seat skeleton business to the more compliant with the requirements of the local manufacturers, the seat skeleton industry ushered in the reshaping.

As domestic auto parts enterprises continue to increase investment to improve independent research and development, technological innovation and market development capabilities, domestic manufacturers will continue to enhance the competitiveness of their products, relative to the well-known foreign capital and joint venture cost and price advantage, technical service advantages will be more pronounced, the domestic auto parts enterprises will continue to enhance the market position.

 

长期以来,座椅骨架及关键配件一直被外资厂商把持。公司成立座椅功能件研发模块化团队,再由骨架团队将研发各板块集成,在国内形成一站式智能座椅骨架解决方案,能够为自主配套座椅骨架。

电动智能时代,中国车企正在扬帆出海。根据国家海关总署公布的数据,2023年5月,中国汽车出口同比大增123.47%。电动智能时代,车型迭代速度加快使得车企对零部件企业响应服务效率的要求大幅提升,过去固化的产业分工关系有望打破,车企通过市场竞争选择座椅供应商,迫使头部座椅总成厂商外包座椅骨架业务,交由更符合要求的本土厂商,座椅骨架行业迎来重塑。

随着国内汽车零部件企业不断加大投入提高自主研发、技术创新与市场开拓能力,国内厂商产品竞争力将不断增强,相对知名外资和合资企业成本价格优势、技术服务优势将更加明显,国内汽车零部件企业市场地位将不断提升。