my country urgently needs to strengthen the core technology research and development of auto parts

The "largest in history" antitrust ticket directly pokes the soft underbelly of my country's auto industry. We often say that China's auto industry is large but not strong. An outstanding performance is the dual lack of core component technology and industry. Although China's auto market has become the world's largest new car market for five consecutive years, with annual production and sales exceeding 20 million units, most of the core component companies for passenger vehicles are wholly foreign-owned or absolutely controlled. China's passenger car parts companies mostly produce low-tech passenger car parts such as wheel hubs and steering wheels, and there is a lack of passenger car parts companies that master core high-tech.

　　According to the National Development and Reform Commission, the parts companies involved in the case have negotiated prices for more than 20 models of Honda, Toyota, Nissan, Suzuki, Ford and other brands. , The violation lasted for more than 10 years, and the violation was serious. From these few details, it is not difficult to see that in the "Golden Decade" of China's auto market, a large number of joint venture brand domestic vehicles sold in large quantities, on the surface, are "reasonably distributed" according to the 50:50 equity ratio of the Chinese and foreign parties, but behind it are foreign parts. Enterprises rely on the undercurrent of unreasonable monopoly to transfer profits.

　　 A self-owned brand automobile company once independently developed an engine plastic intake manifold. The use of this plastic intake manifold can reduce the weight of the engine and improve energy efficiency. In some joint venture automobile manufacturers, since the core intellectual property rights, procurement channels and pricing power of this plastic intake manifold are all controlled by foreign parties, the unit price is set at around 1,300 yuan, while the plastic intake manifold independently developed and produced by independent brand automobile companies The manifold price is less than 200 yuan. Automobiles are composed of tens of thousands of parts and components. It is not difficult to analyze the connection between a small example of an intake manifold and the largest antitrust order issued by the National Development and Reform Commission today. It is not difficult to see that if China's automobile industry is to truly become stronger, it must grit its teeth and break through the core The development and production of parts. Only by mastering the core technology of independent research and development and production of parts can we realize cost control, procurement control, and profit flow control, and truly enhance the core competitiveness of independent brands. Otherwise, for the more than 20 million new cars produced and sold lively every year, the amount of profit left in the Chinese pocket is still in the control of the foreign party.

　　 No matter what industry you are in, finding out the truth about monopoly and imposing penalties is not the end point. The next step should be to focus on the establishment of a new system for anti-monopoly. In order to completely eliminate the breeding ground of monopoly. Therefore, the relevant departments are starting to revise the automobile industry development policy. This time the parts anti-monopoly case should be used to summarize the painful lessons of the passenger car core parts industry in the past 10 years and correct the deviation from the height of the top-level design.

　　 The market is not a monopolist’s "fat"

　　 Actually, it’s not China’s The aforementioned Japanese companies in China "have a soft spot." In the eyes of European and American antitrust agencies, some Japanese companies, including the above three companies, have long been "habitual offenders" of price monopoly and price alliances.

　　 In the fall of 2013, the U.S. Department of Justice reached a judicial deal with nine Japanese auto parts manufacturers who had conspired to participate in a price alliance, and it paid $740 million ( 1 U.S. dollar is about 6.14 yuan) of fines, of which Japan Seiko needs to pay 68.2 million U.S. dollars in fines. According to sources from the US Department of Justice, these Japanese companies have targeted more than 30 products, and some price alliances have lasted for more than 10 years.

　　 In March 2014, the European Commission issued antitrust fines to 4 Japanese companies including Seiko and 2 European companies. Among them, Japanese Seiko was fined 62 million euros (1 euro is about 8.17 yuan), and Fujitsu was fined 4 million euros. In April, the European Union once again issued a fine of more than 300 million euros against Japanese companies such as Furukawa Electric for suspected high-voltage cable price alliance actions.

　　In many product fields such as automobiles, China is now one of the best markets in the world, and it has become the "fat" in the eyes of some foreign companies. China's anti-monopoly regulatory authorities promptly "bright swords" to non-compliant foreign companies are not only maintaining the necessary market order and consumer interests, but also real protection for many abiding foreign companies.