Parts supplier test water Jingdong-style channel monopoly ice is still hard to break

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Jingdong Mall’s profit model is becoming the third channel for auto parts sales. Recently, many well-known auto parts manufacturers including Delphi, Mahles, and Jin Qilin launched the first direct sales platform for auto parts in China.

Before that, there were only two types of sales channels for auto parts in China: the OES channel controlled by automakers with 4S stores as the main carrier, and the independent accessories after-sales channel IAM other than OES. In the eyes of people in the industry, even if the auto parts choose to start from the "B" network direct sales attempt, still can not get rid of vehicle manufacturers to control the auto parts market.

The first step: buy

Since the implementation of the “Automobile Brand Sales Management Regulations” in 2005, due to the lack of relevant laws and regulations, both independent brands and joint-venture vehicle companies have been suspected of monopolistic measures in the after-sales service market, such as restricting the original parts suppliers to the after-sales service in the form of an agreement. Market sales of products do not allow 4S stores to purchase the same-quality accessory products from independent after-sales markets, nor do they allow 4S stores to sell accessory products to independent after-sales markets.

This tough practice on the one hand makes the 4S store accessories far higher than the cost price, on the other hand also indirectly led to the accessories in the auto parts city. For the sake of vehicle body safety, many Chinese consumers can only choose the 4S shop accessories that are authorized by the vehicle manufacturers. Therefore, “China’s car prices are the most expensive in the world, and the domestic car maintenance is the most expensive” has become the two most common topics for consumers to complain about.

At present, China’s vehicle ownership has exceeded 100 million vehicles. If we calculate the average annual increase of 20 million vehicles, China’s vehicle ownership will be close to 200 million five years later, and the current gross profit margin of the automotive aftermarket has exceeded 30%. , about 7 times the gross margin of car sales.

How to get rid of the vehicle manufacturers' right to control the auto parts? For auto parts manufacturers, successfully solving this problem means that it will instigate a huge potential gold mine. Jingdong Mall model allows them to see this possibility.

Chen Wenkai's idea of ​​this genuine auto parts direct sales platform is to start with group purchase. The target group aims at auto repair institutions, auto parts retailers and vehicle group users. After the scale is bigger, it will return to the traditional B2B e-commerce model, and finally through the establishment of powerful The database system, directly to the consumer individual, implements B2C.

“Automotive accessories are more professional, and different vehicles have different requirements for accessories. So for the network direct sales model, to achieve B2C in this field, we must establish a powerful database system, so that consumers can buy after entering the vehicle model. To the corresponding auto parts products.” Chen Wenkai believes that in order to fully realize the “Jingdong model” still takes 4 to 5 years for auto parts.

In fact, the idea of ​​direct sales of auto parts products through e-commerce platforms has long been attempted on direct sales websites such as Jingdong Mall, but so far, the most products sold on the website are still concentrated on simple products such as wipers and heat-resistant explosion-proof membranes. On the other hand, common maintenance parts such as spark plugs and oil filters have been in a state of no-goods supply.

“You can't buy an oil filter on the Internet and put it on your own?” Miss Zhang, who just bought a car, told reporters that she did not understand the auto parts products. If the car had a problem, she would put the car. Fully authorized 4S shop maintenance, "4S shop let me buy what I bought."

“Chinese consumers are mostly buying cars for the first time, and this feature determines that auto parts and online sales must be combined with quick repair shops to allow more individual consumers to participate in online purchases, which takes time as much as building a database,” said Chen Wenkai.

After several discussions, Chen Wenkai decided to start with “B” and use the auto repair factory and distributor resources accumulated by Gasgoo.com to open the market first with group purchase. The specific approach is: 17 auto parts network first get goods directly from the parts suppliers, placed in the warehouse, and then according to the user's group purchase needs delivery, encourage online payment, logistics costs themselves.

There are still brand restrictions

However, in the “Automobile Brand Sales Management Measures” implemented in 2005, it was clearly stated that car brand dealers should engage in car brand sales, after-sales service, and parts supply activities within the scope authorized by automobile suppliers. “The “Measures” have established the market leading position of vehicle manufacturers, which has foreshadowed the current monopoly auto parts market for domestic automakers. This will certainly affect the business expansion of 17 auto parts network.” Some insiders told reporters .

In accordance with the common division method in the automotive industry, the relationship between vehicle manufacturers and parts suppliers in Europe and the United States is relatively loose. They are each independent, and parts manufacturers have strong R&D capabilities and are in communication with automakers. China is in an absolutely dominant position. Japanese vehicle manufacturers generally invest in parts and components companies, and then support them in the development of parts and components. The monopoly relationship between South Korean automakers and parts suppliers.

These three different zeros related to the Chinese market have evolved into a situation in which some OEMs represented by Japan and South Korea use contractual agreements to restrict parts suppliers from selling products to the aftermarket, and also restrict 4S stores from sourcing the same quality from the outside. Accessories products. Chen Wenkai told reporters frankly that this phenomenon makes the 17 auto parts sales accessories can only be mostly concentrated in the European and American models, the resistance to business expansion is not small.

It is understood that after the European Union discovered that vehicle manufacturers can use their upstream and downstream resource control advantages and realize the monopoly on the after-sales service market, it began implementing a new version of the automobile industry's regulations on restricting competition in October 2002. Factory restrictions. Because the United States has a sound anti-monopoly law and the independent after-sales market is relatively mature, no specific regulations have been introduced. However, China has been left blank in this area.

“Only the amendments to the “Automobile Brand Sales Management Measures” can change the market leading position of the vehicle manufacturers, thereby eliminating the phenomenon of '4S shop accessories are too expensive and auto parts city too fake'.” Insiders believe that there is no legal escort, steam The online sales model of accessories is likely to cause many contradictions between vehicle manufacturers and parts suppliers.

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