The auto parts industry has lost all
The worries of the entire retreat have emerged! As the experts and scholars on the road have made plans for deceleration and stagflation of automobile growth, as the most important upstream industry in the automotive industry, the auto parts industry has entered the cold winter. Poor downstream demand directly led to the emergence of upstream supply pressure, and the financial statements immediately reflected the dilemma of the company. When interviewed by professionals, it was made clear that when the auto industry recovers, it only needs to look at when the auto parts industry will recover. Pioneers in the industry take the lead in "breaking back" The corporate component industry has an extraordinary significance for the entire automotive industry. Guo Wen Securities Automotive Researcher Wu Wenjun pointed out that the special nature of the auto parts industry lies in the fact that the “stocking†of the corporate industry can directly reflect the current rise and fall of the entire industry. According to the latest statistics from related departments, listed auto parts companies listed on the domestic capital market have begun to experience a general decline in profits. In the first quarter of 2012, the net profit of China's auto parts listed companies declined sharply, and the overall net profit fell by about 30%. According to the financial report, the total revenue of 66 listed parts and components companies in China in the first quarter of 2012 fell by 5.7% year-on-year to RMB 68,894 million, and net profit dropped by nearly 30% (27.9%) to RMB 3,983 million; the average net profit rate was 5.8%. , a decrease of 1.8 percentage points from 2010. Among them, net profits of ultra-seven percent (47, including five loss-making companies) have declined. “Although the downstream auto vehicles are still placing orders, the number of shipments and the number of days of inventory have begun to shorten, and the days of the entire industry have not been much better.†The reporter called the Tianrun crankshaft office and a staff member answered the reporters. The company specializing in the production of automotive bearings and downstream customers includes domestic large-scale automobile enterprises such as FAW, SAIC, and Dongfeng. However, the reporter learned that as early as January of this year, the above-mentioned downstream enterprises had begun to enter a work of digesting parts and components inventory, and the number of orders for goods to go upstream also began to decline. This can be seen from the performance report of Tianrun crankshaft. One or two. In fact, Tianrun crankshaft is just a microcosm of the sub-industry. Wu Wenxuan told reporters that as the most direct indicator of the entire industry, the "recovery" of the auto parts market will affect the entire automotive industry. "General automobile companies have spare parts for 20 days to 1 month. According to our survey, the current time for companies to use the goods is only about 15 days. Some companies may be shorter." The core parts and components are even worse when they are stocked. For example, automotive glass is only about 10 days long for stocking, and so is the case for tires . Because of the reduction in stocking, the direct drop is the cash burden. Battle of Tian Wang Shan in the third quarter The battle of Tianwang Mountain is often used to describe a crucial battle, and the reporter collected statistics from major research institutes such as Guojin Securities, Changjiang Securities, and Shenwan, and found that although various companies gave relatively neutral evaluations to the current auto market, However, for the recovery of the industry, each gave a very positive answer. Liu Fen, a researcher at Changjiang Securities Automotive, pointed out that the company's development is showing a butterfly-type growth, and the entire industry is currently in a downtrend, but the auto parts industry is the first to fall, so it is bound to have the first rebound. According to the status of domestic and foreign automobile development in the past 10 years, the three-month digestion period will become an important time frame for the entire auto industry to continue. "This kind of argument should not be much biased. It is also true in terms of time." The head of a 4S shop in Nanjing also agrees with this remark. The person in charge of this 4S shop has been holding the seal for more than five years. He Telling reporters that if the general auto market does not perform well, from the manufacturers to the dealers will take various measures for sales, and from the point of time, each year in July and August are the traditional off-season sales, and From September onwards, car sales began to re-emerge. If the sales method meets consumer expectations at this time, once the car sales turn good, it will immediately lead to the overall warming of the upstream auto parts industry, so the end of the third quarter of this year will be Became the last important node in the domestic auto industry. "Wait! Look!" Cast Iron Y Strainer,Y Type Brass Strainer,Y Strainer Beigao Valve Co., Ltd. , http://www.sanitary-ballvalve.com