In 2020, the national civilian car ownership was 280 million, including 2.4 billion vehicles, an increase of 17.58 million compared to 2019.
I believe, most of the automotive industry practitioners see these data, habitually and the subdivision industry to the subdivision industry. For example, how many of the tire industry may think of the tire consumption per year? How much does it think about the consumption of lubricating oil?
The author wants to say today is another car after subdivision industry - the status quo and prospect analysis of automatic transmission maintenance industry, and why capital does not add code?
01, the total amount and status of the automatic transmission market
According to the network data summary, the total amount of models that load automatic transmission in my country is 60% in 2020, and the number of vehicles loaded with automatic gearbox is charged at still 280 million auto.
From this data, our country's automatic transmission load has exceeded Europe. But compared with North America, there is a long distance.
According to common sense, China's market capacity, development prospects are also thriving, the automatic gearbox industry and market prospect should be good, but on the object, the actual situation is the opposite.
We look from the following aspects:
First, the core technology: Since our automatic transmission is getting late, there is a significant difference in developed countries in the new technology research and development of automotive gearbox new products. Although many self-owned brand vehicle companies have invested many human resources, in terms of technical level of automatic transmission products, product quality stability, the distance from Western developed countries is still far apart.
Second, the host supporting area: Basically, it is monopolized and controlled by traditional cars, especially in high-segment automatic gearbox (6 speed or more), Japan's love letter, Germany ZF and Gart in Nissan cars Wait, and the public, the general production brand.
Third, the supply of accessories: the supply of accessories in the domestic automatic transmission, the same, is also monopolized and controlled by foreign brands and overseas suppliers.
02, the characteristics and modes of automatic transmission after-sales market
The domestic automatic transmission industry started in 1994, and the origin is in Zhuhai. In the earliest, the ancestors of this industry are from British companies -ATP.
Today, many older generation automatic gearbox maintenance industry practitioners, as well as founders or core team members of some major automatic gearbox repair enterprises in China, are also growing from this company.
From the regional distribution, domestic automatic transmission maintenance and components supply enterprises are mainly concentrated in Guangzhou and Shanghai. Chengdu, although Beijing also has certain scale, but in the start of the industry, there are gaps with these two cities.
In terms of current, Guangzhou automatic transmission maintenance and component supply, and automatic transmission re-manufacturing, etc., in the forefront, even in Asia.
Here is a well-known Chen Tian to disassemble the body market. Before that is not demolished, the Chen Tian demolition carriage market has also played a lot to play in the supply of automatic transmissions.
There are also such as Western Fudang Alliances, such as Wi-Fu, and also have a national leading automatic gearbox re-manufacturing enterprise in the world.
From industry aggregation, the status of these two cities is temporarily irreplaceable. However, the industry is too centralized, but also leads to the development of the entire China automatic transmission maintenance industry, which restricts its accelerated development and popularization of the whole country.
In the after-sales mode, the current domestic automatic transmission maintenance and service mainly passed the logistics, first published by the automatic transmission repair plant, proposing a preliminary quote; after the two sides confirmed, the sender will be dismantled from the transmission party, After the logistics delivery or repair party is online; after the maintenance is good, then send it back to the repair party to install and debug, finally delivered to the owner.
This approach is relatively light in cities that are strong in one or two-tier or logistics transportation. But if it goes to a relatively remote area, or the problem is larger.
Because, once there is a return, the cost of transportation is increased, and the repair shop and the automatic gearbox maintenance plant have happiness, and it is also a thing of the company.
Therefore, the automatic gearbox existing maintenance and service model need to be changed. At present, the new maintenance and service model - The automatic transmission replacement mode has appeared, but it is not universal. According to the author, Guangzhou Huadu has taken this model around the world and Shanghai Xinfumei.
But the author believes that the current China automatic transmission repair and service model has not found the best solution.
03, why will it be forgotten by capital?
In addition to the Hashi Industry, the market has not yet been favored by the industry, the non-automatic gearbox maintenance industry is unique. why?
In the object, the reason is actually very simple.
First, this industry has a deep technical barrier, including supply, maintenance, after-sales service, etc. from accessories. A deeper technical barrier, it also indicates that it is very difficult to achieve rapid replication in this industry.
Second, no high frequency, sudden and sudden, it is also one of the properties of this industry. This also indicates that it is difficult to standardize and form a fixed law. Especially compared to routine conservation projects, the uncontrollability of automatic gearbox maintenance projects is more obvious.
The above two reasons are sufficient to make a lot of capital. Some of the non-compliant business behaviors in the industry also make the capital concerns about this industry.
In addition, this industry has higher requirements for practitioners, relatively longer culture cycle, and is difficult to promote a wide range of people in the country without sufficient talent reserve and sound talent training system.
Of course, behind the problem, there is often a chance to give birth. For the current automatic transmission maintenance market and industry, development prospects are broader than those such as lubricants, tires and washing, etc. after the car.
1. Industry technology barriers are very deep, which means that the entry threshold is very high, and the profitability of enterprises is stronger.
2. As of now, the national automatic transmission maintenance chain has not appeared, the market is still a blue sea.
3, more and more models of assembling automatic gearboxes, with the growth of high-end vehicles, larger market capacity, especially multi-stage automatic transmission, will further popularize applications (8/9/10 speed).
4, non-high frequency, strong burst, high technical barriers, making Internet companies difficult to erode in this industry in a short period of time, the price system is relatively stable, and it is not easy to contaminate.
In the next 3-5 years, automatic gearbox repair and service sectors may have one to two unicorn companies.