Affected by many economic factors in the United States and the sluggish sales of new cars in the North American market, Japan’s Kosaka Manufacturing Co., Ltd., as well as Japan’s Toyota Production Co., etc., have successively stated that they will adjust their production scales and postpone implementation of their original plans to increase production capacity. . Just a year ago, many auto parts manufacturers in Japan had announced that they would expand production in the United States. For example, Toyota Motor’s parts supplier, Toyota Motor, plans to build a new production plant for interior trim-related parts in Mississippi in 2010. Stanley Electric, a parts supplier for Honda Motors, will strengthen production of automotive headlamps in Ohio. The ability of Kosaka Factory to close its production line for providing lights to large sport utility vehicles (SUVs) in the United States in the past few days. In contrast, many Japanese auto parts manufacturers, including Japan Denso Co., Ltd., said that they will expand their investment and production in China. Japan’s largest auto parts manufacturer, Nippon Denso Co., Ltd., said at the beginning of the year that it would increase investment in China and increase its sales in China to 220 billion yen by the end of fiscal 2010, which was set by the company a year ago. It is 150 billion yen. Analyze reviews 1. Under the influence of drastically reduced production of the three major automobile manufacturers (GM, Ford, and Chrysler) and Japan's Toyota Motors, these Japanese parts manufacturers have taken urgent measures to focus their production on good sales. Demand for small cars. At the same time, they also began to shift their business focus. As mentioned above, with the Japanese cars in China’s strategically aggressive cities (Zeng Zhiling: Why Japanese car companies lead the domestic auto market), with the long-term stable and supporting relationship between Japanese zeros, the Japanese car zero The supply of parts companies will continue to expand. 2. Pull the troika of domestic auto parts industry - domestic matching market, aftermarket and export market, among which supporting market is the most important contributing factor. Affected by this year's macroeconomic impact and the declining growth rate of the auto market, many parts and components companies have not achieved the desired results in the matching business (especially for companies supporting their own brands); in addition, with Japanese suppliers starting to take root in China, many The supporting business of local suppliers has also begun to be deprived of their back. Gasgoo.com often receives similar information feedback from suppliers, especially in the Pearl River Delta region. 3. Due to the exchange rate and the downturn of the North American auto market, demand growth on the export market also fell, although demand from Russia, Brazil and Thailand was relatively strong. With the expansion of foreign-invested factories in China, the proportion of foreign-related component suppliers’ product exports to the parts and components industry’s sales is also growing; there are consulting agencies predicting that by 2015, the proportion of foreign-funded parts suppliers will increase further. It will rise to 40% (currently about 30%) and the export ratio will also reach about 20%. 4. Thanks to the continued increase in vehicle ownership, the aftermarket is the only area where demand is relatively stable. The industry predicts that by 2010 China's automobile after-sales service market will reach a huge scale of 190 billion yuan. In the second half of this year, many domestic commercial vehicle support companies will shift their focus to developing the aftermarket. Similarly, under the condition of abundant production capacity, foreign capital has begun to exert force in the after-sales market, and formed alliances with foreign-funded chains of after-sales service shops to grab high-end market segments. Concrete Pump Spare Parts, Common Iron Nails Co., Ltd. , http://www.chironwire.com