【Truck Home Original】In the current market environment, most of us are accustomed to turning more attention to OEMs, dealers and card friends, but as everyone knows, there is another group in the industry that should get the attention of the public, that is, auto parts factories.
From the beginning of 2021, the international automotive raw material prices rose rapidly, spare parts production costs increased, into the second half of the year, truck sales fell sharply, directly led to the industry's demand for spare parts reduced, in the face of double pressure, how to deal with auto parts factories, this is a matter of life and death.
Recently, we interviewed Zhang Jing, director of operations of Elion Group, who combined market changes and Elion's strategic layout to give a response plan exclusive to Elion.
"All spare parts cars are facing a lot of difficulties this year." Zhang Jing told us and listed two sets of data to illustrate.
Since the beginning of this year, due to the sharp rise in iron ore and coke prices, the increase in exports, the reduction of market inventories and environmental protection production restrictions, the prices of various raw materials such as steel, non-ferrous metals, plastics, and filter paper have risen sharply. Among them, steel rose by 27%, plastic (PC) rose by 43%, and filter paper rose by 20%.
Truck production and sales have declined sharply since July, with production and sales of trucks in July 273,000 units and 274,000 units, down 37.8% and 33.8% year-on-year, respectively; truck production and sales in August were 193,000 units and 210,000 units, down 50.6% and 47.1% year-on-year; and truck production and sales in September were 269,000 units and 277,000 units, down 38.5% and 36.1% year-on-year, respectively.
From the above two sets of data, it is not difficult to conclude that the rise in raw materials represents the rise in the production costs of auto parts factories, and the decline in truck production and sales data means the decline in its corresponding spare parts production capacity. Of course, when the life of the main engine factory is not so good, if the spare parts factory wants to increase the supply price of products to reduce the risk of the road is difficult to implement, coupled with the export obstruction this year and the impact of the power rationing policy launched in some areas in the second half of the year, the development of auto parts enterprises has produced many disadvantages.
In the face of the above many dilemmas, how to steadily go down the auto parts factory is a problem facing the entire industry.
"Regarding the response to the current market, we mainly optimize and layout from the two general directions of internal and external." For Yili's market response plan, Zhang Jing gave a specific introduction.
Internally, Elion has the largest laboratory in the domestic industry, has its own complete system and hardware facilities, production strictly implements the quality system and automotive standards in the industry, and will gradually realize the automation of key positions and key processes, and meet product stability from the process. In terms of products, Elion adopts the strategy of producing a generation, a reserve generation and a generation of development to ensure that the products are never outdated; in terms of talents, Elion includes industry elites in the industry, not only establishes long-term and stable cooperation with the majority of scientific research institutions, but also absorbs industry elites in a series of international enterprises such as Cummins and Donaldson, and actively absorbs talents.
In terms of service network construction, Elion has gradually broadened its channels and cooperated closely with Truck Home, on the one hand, with the help of Truck Home channel layout offline, on the other hand, Truck Home fully operated online, through the linkage of online and offline, for product publicity and market sales increased effectively.
Externally, Elion has been adhering to the concept of cooperation with customers since its inception, and has now had more than 60 partners nationwide and completed the deployment of more than 20 production bases, and the regional selection of these distribution points is mainly to meet the supply needs of customers, "where customers produce, Where Elion is deployed", Zhang Jing proudly introduced that this is not what any spare parts factory can achieve.
At the same time, with the arrival of the inflection point of the truck industry, Elion will streamline and expand according to the adjustment of customer conditions. For example, Sany, XCMG and Heavy Duty Truck, which are currently focusing on follow-up, are the key follow-up projects of Elion.
In addition, in addition to the domestic market, Elion has long begun its international development plan.
It is understood that at present, Elion has set up branches in the United States and Singapore, if it is not affected by the epidemic, the factory in the United States has begun to put into operation.
It is reported that in the next step, Elion will also establish production bases in Southeast Asia, Africa, Thailand and other regions. Production sites in the U.S. are expected to be operational by the end of 2022, and other regions are expected to be fully populated by 2025.
After July, China's truck market has fully entered the national six era. In the face of new changes in the industry, Elion has long been prepared.
According to Zhang Jing, as early as 2016, Elion has begun the reserve work of China VI corresponding products.
On the one hand, Elion has established a fully automatic, intelligent GDP production line, which has been built and began to support and supply Liberation Power, on the other hand, Elion is also reprocessing the application of the entire system, from the urea box, sensor, urea sensor, injection equipment lamp The whole system is fully prepared and started to operate, so as to calmly cope with the arrival of the National VI emission standards.
At the same time, with the advancement of the double carbon target, in addition to maintaining the existing stock market for customers, Yili has also begun to lay out the pre-filter involved in the processing process of hydrogen energy in the future, ensuring that the company keeps up with the pace of the development of the times and steadily moves towards a farther future.
In the face of industry dilemmas, Elion has found a way to break the situation, to meet the new changes, Yili has also begun a comprehensive layout based on the advantages of the enterprise. Since ancient times, opportunities only belong to those who are prepared, and it is worth looking forward to whether Elion can accept the baptism of the big waves and sand in the next few days, and whether it can bring more surprises to everyone with excellent products and services. (Text/Photo by Zhang Hongxia)