Observation: On the status quo of car seat market and competitive pressure

First, the status quo in the industry Passenger car seat by the seat cushion, backrest, side back support, headrests and other components, in addition to seating to meet the functions of the seat, there is a great role in the car accident in the event of a maximum The role of protecting the occupants. Therefore, the automaker has a strict set of safety testing standards for passenger car seats.

Passenger car seat design and testing have a very strict process, so the seat structure may seem simple, but to meet the vehicle with the actual high technical content. The recliners and slide rails in passenger car seats are key components, and the technical requirements for production and manufacturing are high.

Because the system design and manufacturing of passenger car seats are quite difficult, the industry barriers to entry of seat assemblies are still relatively high, so passenger car seat systems that can be finally recognized by major automobile manufacturers in the world’s automotive industry There are only integrated companies such as Johnson, Lear, Foglia, Intier and others.

According to the analysis, China's auto industry has developed rapidly in recent years and will continue to develop steadily in the coming period. This has a large number of demands for seats, so the passenger car seat industry still has enormous room for development in the future. At present, the passenger car seat market in China is mainly concentrated in a series of joint ventures dominated by foreign companies such as Johnson, Lear, Foglia, Intier, and Ties, and the domestic R&D capability of domestic companies is relatively low. The level of products produced is relatively low, market share is also small, and the joint venture trend is obvious. In the future, local companies will gradually co-operate with foreign companies and pure local companies will disappear.

Second, development and competition studies have shown that in the future passenger car industry in China, there will be a growing number of suppliers for complete vehicle companies, fierce competition in the supply markets for independent brand products, price competition for foreign-invested companies, and mergers between local companies and foreign companies. development trend.

The current passenger car seat industry has certain investment opportunities. The investment methods mainly include the following approaches:

First, invest in the passenger car enterprise market that involves independent brands and new access;

Second, joint venture with domestic passenger car seat companies;

Third, commercial vehicle seating companies have switched to the passenger car seat industry;

Fourth, invest in secondary and tertiary suppliers and integrate the industry chain;

Fifth, invest in the export production of components and assemblies. Which invest in the second-tier, third-tier suppliers, integration of the most valuable business value of the industry chain, it is worth the industry's enterprises and industrial investment funds research concept. There are still some risks in investing in the passenger car seat industry. We must pay attention to risks in the market, technology, and competition.

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