In recent years, the economic recession in developed countries represented by Europe, the United States, Japan, and even a crisis has caused the auto industry to survive. China's auto industry has shown strong development momentum. A number of powerful auto parts companies have not been bad because of their good business performance, and thus the emergence of cross-border mergers and acquisitions has become a major component industry in recent years. landscape. Following the failure of China's vehicle manufacturers to change their technology through the market, Chinese authorities began to encourage Chinese auto parts companies to improve their technological level through overseas mergers and acquisitions.

Some people see this phenomenon as another development path and model for China's parts and components industry in addition to joint ventures. It is an effective means and shortcut to change China's parts and components industry to quickly master core technologies and enhance its strength. Some people worry about changing the technology with the original market. The joint venture was caught in another misunderstanding, again delaying the timing.

Fengyunyun attract attention

On June 28, 2011, witnessed by the Prime Ministers of the Chinese and German governments, Ningbo Joyson Investment Group Co., Ltd. signed a formal purchase agreement with Puri, and according to the agreement reached by the two parties, both parties will win the recognition for the next two years. Rui company 100% holding and deep collaboration. At the same time, Puri and Junsheng established a joint venture in Ningbo High-tech Zone to produce and develop a series of automotive electronic products such as onboard air conditioning controller systems, steering controller systems, and multi-function steering wheel switches. This cross-border M&A case involved more than RMB 1 billion, which is called "the first case of auto parts acquisition in China and Germany."

The latest merger and acquisition case was the largest aluminum wheel manufacturer in the world, CITIC Dicar Wheel Manufacturing Co., Ltd., which acquired the German auto parts manufacturer Kesenman (KSM) foundry company from the German private equity company Cognetas. This is what CITIC Daycare has achieved so far. Overseas acquisitions were first implemented. It is reported that this deal amounted to 250 million euros.

According to statistics, Chinese companies are very interested in acquiring foreign parts and components companies. In the past year, mergers and acquisitions cases in the German-speaking region have more than doubled. They are actively participating in the acquisition of 20 to 30 German parts companies. Since the Chinese market has already accounted for a large part of the global profits of German vehicle companies, German companies are reluctant to erode their interests in the Chinese market. Overseas acquisitions by Chinese companies have turned from opposition to acquiescence, providing long-term development after mergers and acquisitions. Protection. According to public information, since 2011, Chinese companies have acquired 34 companies in Western Europe, with a total transaction volume of US$7.74 billion, which is five times the same period in 2010.

All come from the core technology

For Chinese auto companies, the realization of the internationalization strategy is nothing more than the four ways of overseas wholly-owned factories, joint ventures, foreign sales, and overseas mergers and acquisitions. Direct purchase is the most effective shortcut. In fact, in addition to the lack of core technologies, China's parts and components industry also faces three major challenges: the weakening of the cost advantages of independent components and the tightening of standards and regulations, creating dual pressures on the technology and costs of independent parts and components companies, modular production and simultaneous development. Popularization of self-developed components has resulted in higher and higher technical barriers.

The goal of entering the M&A vision of domestic companies basically has the following characteristics and conditions: First, the technology is leading; the acquirer hopes to acquire core technologies through such acquisition; secondly, the scale is suitable; the overall purchase price is not high, which is suitable for M&A in Chinese enterprises; These parts and components companies are often used for supporting Volkswagen, BMW, Mercedes-Benz and other vehicle companies. The acquisition is conducive to the development of European customers. Fourth, the government promotes, European governments to ensure national employment, as long as the buyer promises to guarantee employee benefits and pensions, It can even get financing and support from the local government. The purpose of overseas mergers and acquisitions is to absorb the excellent management methods and manufacturing processes of foreign companies in order to improve their core competitiveness. Only by integrating the merged and acquired companies can the effects of overseas acquisition be brought into full play.

Causes of internal and external effects

More overseas mergers and acquisitions of parts and components still tend to consider the strategic development of the industry. Because according to the previous development model, the domestic market has not been exchanged back to the technology and encountered a development bottleneck. So companies now have to change their thinking and overseas mergers and acquisitions are a useful attempt.

Chinese parts and components companies are very interested in overseas M&A in order to gain new market share and know-how. Acquired companies also hope to leverage China’s low cost advantage to expand their market share in China in order to increase the competitiveness of multinational companies in the Chinese market. force. There are indications that large multinational corporations are trying to cut down more barrier-free and more popular businesses, and instead focus on components and growth areas with higher technological content. In addition, they increasingly feel that it is increasingly difficult for regional companies with relatively high costs to compete. Ford Motor Co. has reduced its global production suppliers from 3,300 in 2004 to 1,500 by the end of 2010, and is also working hard to achieve the goal of reducing it to 750. For suppliers, the best option is to gain greater market share in their strongest areas, rather than forming larger and larger enterprise groups as they have done in the past. These have undoubtedly promoted the wave of mergers and acquisitions by global parts suppliers. Chinese auto parts companies have played a very important role in this because Chinese auto manufacturers want to acquire advanced technologies as soon as possible.

The show is still behind

About China Aerospace Automotive Industry Holdings Co., Ltd. and Beijing Yizhuang International jointly acquired Nexteer Automotive Systems, the media commented: This is by far China’s largest overseas acquisition of the auto parts industry and the largest car between China and the United States. The M&A of parts and components indicates that China's auto parts companies have the world's leading core technologies, products, quality customers, mature talents and management teams in terms of key parts and components systems, and they rank among the top in the world in terms of industry scale and technological level. This merger and acquisition will help Chinese enterprises to quickly integrate into the mainstream of the international auto parts industry and participate in global competition as a multinational company.

Chinese auto parts companies frequently perform overseas mergers and acquisitions, and some people think that it is a need for a global business layout. From the point of view of global procurement of the automotive industry chain, the auto giant's business is global, which requires that the auto parts business must also be global, and the direct benefit is that it can greatly reduce costs, which is the trend of the times. Judging from the recent overseas mergers and acquisitions cases, it is only the beginning of Chinese auto parts companies going overseas to acquire assets. The overseas drama is still behind.

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