本报告从多视角出发剖析粤港澳大湾区汽车工业的发展状况,获得以下发现:一是2000~2017年,大湾区整车制造和零部件生产之间一直没有达到较为合理的比例结构;二是2002~2017年,浙江出口汽车数量占全国的比重一直处于第一位,大湾区应该仔细研究其汽车出口经验;三是2000~2005年,广东进口汽车数量占全国的比重在16.07%~23.93%,2013~2017年,该比重降为0.23%~0.98%,表明广东汽车消费者主要购买国产车;四是大湾区汽车工业发展过于依赖外商合资企业;五是2017年全国汽车工业利润率为8.60%,广东利润率是7.90%,大湾区汽车工业发展质量有待提高;六是大湾区商用车和乘用车发展极不平衡;七是大湾区汽车零部件产品普遍技术含量不高,处于价值链中低端环节。本报告也分析了大湾区汽车工业发展的有利条件,最后给出了提升大湾区汽车工业发展质量的建议。
This report analyzes the development of the automotive industry in the Guangdong-Hong Kong-Macao Greater Bay Area and obtains the following findings:(1)Since 2000,there has not been a reasonable ratio between vehicle manufacturing and parts production in the Greater Bay Area;(2)Since 2002,the number of vehicles exported by Zhejiang has always been the first,and the Greater Bay Area should carefully study its experience;(3)From 2000 to 2005,the number of vehicles imported from Guangdong accounted for 16.07%-23.93% of the country and 2013-2017,the proportion dropped to 0.23%-0.98%,indicating that Guangdong automobile consumers now mainly buy domestic cars;(4)the development of the automotive industry in the Greater Bay Area is too dependent on foreign joint ventures;(5)The national automotive industry profit margin was 8.6% in 2017,and Guangdong’s profit margin was 7.9%. The quality of the development of the automotive industry in the Greater Bay Area needs to be improved;(6)the development of commercial and passenger vehicles in the Greater Bay Area is extremely uneven;(7)the Greater Bay Area Auto parts products generally have low technological content and are at the low-end level in the value chain. This report also analyzes the favorable conditions for the development of the automotive industry in the Greater Bay Area,and finally gives suggestions for improving the quality of the automotive industry.
Keywords: | Automotive IndustryGuangdongGHMGBA |