According to Shanghai Customs statistics, in the first half of this year, the Shanghai Customs Customs District imported a total of 16.33 billion yuan of auto parts, an increase of 5.5% over the same period last year.

I. Main features of the import of auto parts in the customs area of ​​Shanghai in the first half of this year

(1) Except for April, the monthly import value showed a year-on-year increase. Since the beginning of this year, except for April, the monthly import value of auto parts in Shanghai Customs District has maintained a year-on-year growth. Among them, the import of 2.85 billion yuan in the month of June, an increase of 1.2%, an increase of 9.5%, the growth rate increased by 9 percentage points from the previous month.

(2) Nearly 90% are imported by general trade. In the first half of this year, Shanghai Customs and Excise Department imported 14.42 billion yuan of auto parts in the form of general trade, an increase of 4.9%, accounting for 88.3% of the total value of imported auto parts in the same period. In the same period, it imported 900 million yuan by processing trade, an increase of 10.4%; it imported 890 million yuan in the form of logistics goods under special customs supervision, an increase of 11.5%.

(3) Imports of foreign-invested enterprises dominate. In the first half of this year, foreign-invested enterprises imported 13.1 billion yuan of auto parts through the Shanghai Customs Customs Zone, an increase of 8.4%, accounting for 80.2% of the total value of imported auto parts in the same period. In the same period, private enterprises imported 1.67 billion yuan, an increase of 10.3%; state-owned enterprises imported 1.56 billion yuan, down 17.2%.

(3) The EU is the largest source of imports. In the first half of this year, Shanghai Customs and Excise Department imported 6.83 billion yuan of auto parts from the EU, an increase of 5.2%, accounting for 41.8% of the total import value of auto parts in the same period. In the same period, imports from Japan were 4.33 billion yuan, down 0.4%; imports from the United States and South Korea were 1.92 billion yuan and 1.65 billion yuan, up 12.7% and 10.8% respectively.

(5) The import value of the automatic shift gearbox and its parts for the small car is the highest. In the first half of this year, the import of auto-shift gearboxes and their parts imported from Shanghai Customs and Excise Department was 2.61 billion yuan, down 14.8%, accounting for 16% of the total import value of auto parts in the same period. Imported body (including cab) The unlisted parts and accessories were 1.88 billion yuan, up 2.9%; the imported gearboxes and parts for unlisted motor vehicles were 1.72 billion yuan, a substantial increase of 80.9%.

Second, the main reason for the growth of the import of auto parts in Shanghai Customs District in the first half of this year

(1) Core spare parts are heavily dependent on foreign imports, and the increase in domestic automobile production has led to an increase in demand for spare parts imports. At present, the production and assembly of China's auto companies has not yet fully realized localization, and key spare parts such as engines and gearboxes still rely heavily on foreign imports. According to statistics, foreign brands occupy about 70% of China's auto parts market share, and are in a dominant position in the middle and high-end market. Since the beginning of this year, domestic automobile production has continued to increase rapidly. Data show that in the first half of this year, China's automobile production was 11.78 million, an increase of 9.6%. Domestic automobile production has maintained a rapid increase, driving the import demand for auto parts to continue to grow.

(2) Foreign-funded enterprises entered the domestic automobile after-sales market, driving the import of auto parts and accessories. With the rapid development of the automobile industry, China's automobile ownership has risen rapidly. At present, it has exceeded 100 million vehicles. The after-sales service of automobiles, such as after-sales maintenance service and beauty, is also growing, attracting foreign automobile service companies to enter. Bosch in Germany has established more than 500 auto repair shops in China; Japan's largest auto dealer, Huang hat, plans to increase the number of direct stores and franchise stores in China to 500 by 2015. Since most foreign auto service brands are themselves spare parts manufacturers, they are closely related to foreign manufacturers and prefer to use high-end imported products. The import of spare parts has increased with the entry of these enterprises.

Third, issues worthy of attention and related recommendations

(1) Foreign-funded enterprises will increase their efforts to open up the domestic market and squeeze the living space of local enterprises. Since China's accession to the WTO to liberalize the auto parts market, a large number of foreign-funded spare parts companies such as Bosch, Delphi and Johnson Controls have entered China with OEMs. Foreign-funded spare parts enterprises rely on the original supporting system, technology and capital to occupy most of China's market share. In 2012, the sales revenue of domestic independent spare parts only accounted for 20%-25% of the whole industry, and it was shrinking year by year, while auto parts manufacturers with foreign investment background accounted for more than 75% of the industry. As more and more foreign-owned spare parts enterprises increase their efforts in the domestic market, the living space of local enterprises is further squeezed.

(2) Foreign-funded automobile enterprises monopolize the channels of original spare parts, which not only raises the price but also increases domestic dependence on imported parts. Due to the intellectual property rights of the original spare parts, the foreign-owned vehicle manufacturers raise the price of auto parts by monopolizing the distribution channels of spare parts. China Insurance Industry Association and China Automobile Maintenance Association jointly released the average ratio of zero common ratio of some common domestic models to 465.2%, of which the ratio of joint venture vehicles and imported vehicles is higher, up to 1273%, far exceeding 300% of foreign countries. The average level. At the same time, foreign-owned vehicle companies authorized 4S stores to exclusively occupy vehicle maintenance technical information such as equipment testing parameters and special tool types. No homogenous accessories and maintenance technical information can be found in the market. Consumers must pay a high premium to get better maintenance results through 4S stores. Foreign-funded vehicle companies monopolize the original factory channel, on the one hand, strengthen the market leading position of upstream multinational parts and components enterprises, and on the other hand limit the survival and growth space of downstream local suppliers, thereby further increasing the dependence of domestic market on imported spare parts.