Automotive Market in China 2015

Slide 1: Executive Summary

Macroeconomic Indicators

Slide 2: Current Account Balance: (2010 - 2015e), Exchange Rate: Half Yearly (Jan 2014 - May 2014)

Slide 4: Lending Rate: Annual (2010 - 2013), Trade Balance: Annual (2009 - 2012), FDI: Annual (2009 - 2012)

Slide 2: GDP at Current Prices: Annually (2010 - 2105e), Inflation Rate: Annually (2010 - 2105e)

Introduction

Slide 5: Chinese Automotive Industry - Overview

Slide 6: Passenger Car Manufacturing Hubs of China

Slide 7: Facts about the Chinese Automotive Industry

Market Overview

Slide 8: Shipping - Automotive Market Overview, Automobile Sales - Market Size & Growth (2010 -2014*), Automobile Market (Sales) (2010 -2014*)

Slide 9: Automobile Market - Overview & Segment (Types of Passenger Vehicles (Less than 9 seats) and Types of Commercial Vehicles: Bus & Trucks respectively), Automobile Market (Production) (2010 -2014*)

Slide 10: Automobiles Export in China (Jan-Dec 2013 and Jan-July 2014)

Slide 11: Automobile Sales - Market Size & Growth China (2015e - 2018e) and Number of New Car Registrations in China (2002 - 2012)

Slide 12: Motorcycle Market - Overview & Segment and Motorcycle Market China (Production and Sales) (2012 and 2013)

Slide 13: Motorcycle Market (Production) for Two-wheelers and Thee-Wheelers (Jan-Aug 2012 and Jan-Aug 2013), Motorcycle Market (Sales) for Two-wheelers and Thee-Wheelers (Jan-Aug 2012 and Jan-Aug 2013) and Motorcycles Exports in China (2012 and 2013)

Slide 14: Four-wheeler vehicles segments - Summary

Slide 15: Used Car Market - Overview, Used Car Market - Segments and Used Car Market - Growth potential

Slide 16: Used Car Sales - Market Size & Growth (Volume) (2013 - 2018e) and Used Car Sales - Market Size & Growth (Value) (2013 - 2018e)

Slide 17: Used Car Market - Drivers and Challenges

Slide 18: Used Car Market - Trends

Slide 19: Luxury Car Market - Overview, Luxury Car Sales - Market Size & Growth (Volume) (2013 - 2018e) and Major Players Share (2012)

Slide 20: Luxury Car Market - Drivers and Challenges

Slide 21: Luxury Car Market - Trends

Slide 22: EV Market Overview, EV Production - Market Size & Growth (2012, 2013 and Jan to Jun 2014) and EV Sales - Market Size & Growth (2012, 2013 and Jan to Jun 2014)

Slide 23: EV Market - Segments

Slide 24: Pure-electric car models sold in China

Slide 25: EV Market - Drivers and Challenges

Slide 26: EV Market - Trends and EV Market - Major Players

Slide 27: EV Market Initiatives

Slide 28: EV Market Investments/Joint Ventures

Export - Import

Slide 29: China Car Imports (Value terms), Car Imports {(HS Code 8703) (2009 - 2013)} and Country-wise Imports (2013)

Slide 30: China Car Exports (Value terms), Car Exports {(HS Code 8703) (2009 - 2013)}and Country-wise Exports (2013)

Slide 31: Public-transport Imports - Overview, Public-transport Imports (Value terms), Public-transport Imports {(HS Code 8702) (2009 - 2013)} and Country-wise Imports (2013)

Slide 32: Public-transport Exports - Overview, Public-transport Exports (Value terms), Public-transport Exports {(HS Code 8702) (2009 - 2013)} and Country-wise Exports (2013)

Slide 33: China Truck Imports (Value terms), Truck Imports {(HS Code 8704) (2009 - 2013)}and Country-wise Imports (2013)

Slide 34: China Truck Exports (Value terms), Truck Exports {(HS Code 8704) (2009 - 2013)} and Country-wise Exports (2013)

Slide 35: Motorcycle Imports (Value terms), Motorcycle Imports {(HS Code 8711) (2009 - 2013)} and Country-wise Imports (2013)

Slide 36: Motorcycle Exports (Value terms), Motorcycle Exports {(HS Code 8711) (2009 - 2013) }and Country-wise Exports (2013)

Value Chain

Slide 37-38: Value chain - Components

Direct Investment Scenario

Slide 39: Direct Investments Scenario - Summary

Slide 40: Direct Investments - BYD Company Ltd (Total Investments - Sector-wise, Consumer Discretionary Investments - Geography-wise, Consumer Discretionary Investments - Segment-wise and Investment Snapshot)

Slide 41: Direct Investments - Chery Automobile Co., Ltd (Total Investments - Sector-wise, Consumer Discretionary Investments - Geography-wise, Consumer Discretionary Investments - Segment-wise and Investment Snapshot)

Slide 42: Direct Investments - SAIC Motor Corporation Ltd. (Total Investments - Sector-wise, Consumer Discretionary Investments - Geography-wise, Consumer Discretionary Investments - Segment-wise and Investment Snapshot)

Slide 43: Direct Investments - Dongfeng Motor Group Co. Ltd. (Total Investments - Sector-wise, Consumer Discretionary Investments - Geography-wise, Consumer Discretionary Investments - Segment-wise and Investment Snapshot)

Slide 44: Direct Investments - Geely Automobile Holdings Ltd. (Total Investments - Sector-wise, Consumer Discretionary Investments - Geography-wise, Consumer Discretionary Investments - Segment-wise and Investment Snapshot)

Slide 45: Direct Investments - Jialing Motors Corporation Ltd. (Total Investments - Sector-wise, Consumer Discretionary Investments - Geography-wise, Consumer Discretionary Investments - Segment-wise and Investment Snapshot)

Drivers & Challenges

Slide 46: Drivers and Challenges - Summary

Slide 47-51: Drivers

Slide 52-54: Challenges

Trends

Slide 55: Trends - Summary

Slide 56-63: Trends

Government Initiatives

Slide 64-65: Support Programs of the Government 2009-10

Slide 66: 12th Five-Year Plan for the Automotive Industry

Slide 67: Energy-Saving and New-Energy Auto Industry Plan (2012-2020)

Slide 68: Other Initiatives

Slide 69-71: Joint venture scenario in China

Competitive Landscape

Slide 72: Porter's Five Forces Analysis

Slide 73-76: Competitive Benchmarking

Slide 77-96: Major Public Companies

Slide 97-111: Major Private Companies

Slide 112: Major foreign players operating in China

Supplier Scenario

Slide 113-132: Supplier Scenario

Mergers & Acquisitions

Slide 133-138: Mergers & Acquisitions (2011-2014)

Strategic Recommendations

Slide 139-141: Recommendations

Appendix

Slide 142: Key Ratios Description

Slide 143: Sources of Information