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AMT China StaffAMT China Staff
AMT – Guangzhou Liaison Office
Bill ChanRegional ManagerPhone: (86-20) 8365-2629([email protected])011-86-15802772746 (Cell)
Shanghai Technology & Service Center
Harry XiaoGeneral ManagerPhone: (86-21) 5868-2809([email protected])011-86-13585950550 (Cell)
Xingbin
LiChief RepresentativePhone: (86-10) 6410-7374,
6410-7375, [email protected]
([email protected])011-86-13901179646 (Cell)
AMT - Beijing Representative Office AMT - Shanghai Liaison Office
Sean JiangBusiness Development ManagerPhone: (86-21) 6279-7640
Ext. [email protected]([email protected])011-86-13801803680 (Cell)
Auto & Tier 1Auto & Tier 1MotorcycleMotorcycle
Railway & Rolling StockRailway & Rolling Stock
Largest Customer BaseLargest Customer Base
►► Demand Demand
33 cars/1000people vs. 120 cars/1000people33 cars/1000people vs. 120 cars/1000people
130 vehicle manufacturers130 vehicle manufacturers
30,000 auto parts manufacturers30,000 auto parts manufacturers
70% CNC MT used in auto sector70% CNC MT used in auto sector
-- 80% of which imported80% of which imported
Investment in 2008: $7.4 billion (up 18%)Investment in 2008: $7.4 billion (up 18%)
-- 4040--50% investment goes to MT50% investment goes to MT
Source: CAAM & CMTBA
Policies Policies
►►Purchase tax: 50% off (<1.6L)Purchase tax: 50% off (<1.6L)►►Consumer tax: 1%Consumer tax: 1%0% ? (<1.6L)0% ? (<1.6L)►►Subsidize clean fuel vehicles (bus)Subsidize clean fuel vehicles (bus)►►Subsidize farmersSubsidize farmers’’
car purchasecar purchase
►►Subsidize early replacementSubsidize early replacement►►Car financing accessibilityCar financing accessibility
Source: CAAM
China Auto ProductionChina Auto Production
2008: 2008: 9,345,0009,345,000 units (units (↑↑5.2%5.2% ))
2009(12009(1--6): 6): 5,990,6005,990,600 units units
No.1No.1 in 2009 ?in 2009 ?8. 82
9. 345
12
0
2
4
6
8
10
12
14
92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09
Out put
Source: CAAM
PV vs. CVPV vs. CV
CV,28%
PV,72%
Source: CAAM
Major Car MakersMajor Car MakersSales (units)Sales (units)
►►
FAWFAW--VWVW 498,900498,900►►
SVWSVW 478,100478,100►►
SGMSGM 395,700395,700►►
TianjinTianjin--FAW ToyotaFAW Toyota 347,700347,700►►
DongfengDongfeng NissanNissan 318,800318,800►►
CheryChery 286,600286,600►►
GZ HondaGZ Honda 277,400277,400►►
BJ HyundaiBJ Hyundai 253,300253,300►►
GeelyGeely 221,800221,800►►
ChangChang’’anan Ford MazdaFord Mazda 200,800200,800
Source: CAAM
Major Truck/Van MakersMajor Truck/Van MakersUnitsUnits
►►
FotanFotan 329365329365►►
DongfengDongfeng 148636148636►►
JianghuaiJianghuai 124843124843►►
ChangChang’’anan 8967889678►►
FAWFAW 7839478394►►
KaimaKaima 6513665136►►
JianglingJiangling 6172961729►►
JinbeiJinbei 5611556115►►
GreatwallGreatwall 5428054280►►
GM GM WulingWuling 4892948929►►
SinotruckSinotruck 3789537895►►
NJ AutoNJ Auto 3714237142►►
HafeiHafei AutoAuto 3656436564
Source: CAAM
Major Auto GroupsMajor Auto Groups
►► 4+44+4 market sharemarket share
4 big groups: 4 big groups:
-- FAW FAW 16.3%16.3%-- SAIC SAIC 18%18%-- DongfengDongfeng 14.10%14.10%-- ChangChang’’anan 9.20%9.20%
4 small groups: 4 small groups:
-- BAICBAIC 8.20%8.20%-- GAICGAIC 5.60%5.60%-- CheryChery 3.80%3.80%-- SinotruckSinotruck 1.13%1.13%
Others:
•Geely 2.36%
•BYD 2.07%
•Greatwall 1.39%
Source: SAEC
Where Are They Located in China?Where Are They Located in China?
NortheastNortheast--1919
Beijing AreaBeijing Area--1818
Shanghai AreaShanghai Area-- 2424
Hubei 18& Hubei 18& ChongqingChongqing--1010
GuangzhouGuangzhou--1010
ChinaChina’’s Auto Engine Production s Auto Engine Production
Source: China Auto Year Book
1. 56 1. 626 1. 816 1. 867
3. 1943. 84
4. 2864. 71
6. 271
7. 8478. 6667
0
1
2
3
4
5
6
7
8
9
10
98 99 00 01 02 03 04 05 06 07 08
( 1 mi l l i on uni t s)
Major Auto Engine ManufacturersMajor Auto Engine Manufacturers (Diesel Engine)(Diesel Engine)
Units Sales in 2008 Sales in 2007
Guangxi Yucai 550100 504100FAW 336600 296600Anhui Quanchai 255800 310200Weichai Holding 206000 168600Kunming Yunnei 193100 225300Dongfeng Auto 162600 137000Dongfeng Chaoyang 143000 145700China Heavy Truck 114200 94700Jiangxi Jiangling 96900 105400Yangzhou Diesel 81800 88400
Source: SAEC
Major Auto Engine ManufacturersMajor Auto Engine Manufacturers (Gas Engine)(Gas Engine)
Units Sales in 2008 Sales in 2007
Liuzhou Wuling 486900 457800
FAW VW 478600 439200
Chongqing Chang'an 442900 467900
Harbin Dong'an 330300 279600
Shanghai VW 327200 352100
Chery 322200 318600
FAW Toyota 311300 235200
GAIC Toyota 308500 348000
Dongfeng Honda 308200 290400
Beijing Hyundai 299500 251900
Source: SAEC
Source: CAAM
Major Tier1 SuppliersMajor Tier1 Suppliers1.
Wanxiang
Group, China http://www.wanxiang.com.cn/2.
Torch Automobile Group Co.Ltd.http://www.cntorch.com3.
Yanfeng
Visteon Automotive Trim System Co.Ltd
http://www.yf.sh.cn4.
Fawer
Automotive Parts Co.,Ltd
http://www.fawer.com.cn/zh-cn/5.
Dongfeng Dana Axle Co.Ltd
http://www.df-dana.com6.
Liaoning Shuguang
Automobile
Group Co.,Ltd
http://www.sgautomotive.com7.
United Automotive Electronic System Co.Ltd
(UAES) http://www.uaes.com8.
Guangzhou Automobile Group Component Co.Ltd
http://en.gacc.com.cn9.
Huaxiang
Group http://www.huaxianggroup.com/10.
Dongfeng Industrial Co.,Ltd
http://www.dfsy.com.cn/prg/en/11.
Delphi Electronic System Co.,Ltd.nhttp://delphi.com12.
Wanfeng
Auto Holding Group ttp://www.wfjt.com/en/index.asp13.
Wuxi Weifu
High-technology Co.Ltd
http://www.weifu.com.cn/14.
Jiangyin
Mold Plastic Group Co.Ltd
http://www.jymosu.com15.
Qingte
Group Limited Corp http://www.qt-roup.com/index_english.asp……..
Source: China Auto Year Book
The JV/WOFE Auto Parts MakersThe JV/WOFE Auto Parts Makers►►
Major global suppliers in ChinaMajor global suppliers in China
ASIMCO ASIMCO –– 1818 manufacturing facilitiesmanufacturing facilities
Eaton Eaton –– 2020 manufacturing facilitiesmanufacturing facilities
Delphi Delphi –– 21 21 manufacturing facilitiesmanufacturing facilities
TRW TRW -- 14 14 manufacturing facilitiesmanufacturing facilities
Visteon Visteon –– 2424 manufacturing facilitiesmanufacturing facilities
Lear Lear –– 1313 manufacturing facilitiesmanufacturing facilities
BorgWarner BorgWarner –– 33 manufacturing facilitiesmanufacturing facilities
Johnson Controls Johnson Controls –– 66 manufacturing facilitiesmanufacturing facilities
Bosch Bosch -- 3030 manufacturing facilitiesmanufacturing facilities
Continental Continental -- 3333 manufacturing facilitiesmanufacturing facilities…………
Source: China Auto Newspaper
FCV/HEV/FCV/HEV/EVsEVs►►
SGMSGM LaCrosseLaCrosse EcoEco--Hybrid Hybrid 20082008►►
SAICSAIC LOWE LOWE 750750 2010 2010 ►►
FAWFAW B70HEV B70HEV 20092009►►
FAWFAW--ToyotaToyota PriusPrius 20082008►►
ChangChang’’anan Ford Ford n/an/a 20102010►►
CheryChery S18/A5/M1/T11 S18/A5/M1/T11 20102010►►
GeelyGeely Panda Panda 20092009►►
BYD BYD f3DM E6 f3DM E6 20092009►►
FotonFoton Midi Midi 20092009►►
Great Wall Great Wall KullaKulla 20102010►►
WulingWuling SmileSmile--EE 20092009
Source: SAEC
••500,000 EV/FCV/500,000 EV/FCV/HEVsHEVs by 2010 (5%)by 2010 (5%)
Manufacturer of Vehicle Motors Manufacturer of Vehicle Motors ►►
BoshanBoshan Motor Motor Co.(ShandongCo.(Shandong) ) www.boshanem.com.cnwww.boshanem.com.cn►►
Chongqing Motor Chongqing Motor Co.(ChongqingCo.(Chongqing) ) www.cemf.com.cnwww.cemf.com.cn►►
Xiangtan Motor Xiangtan Motor Co.(HunanCo.(Hunan) ) www.xemc.com.cnwww.xemc.com.cn►►
YongjiYongji Motor Motor Co.(ShanxiCo.(Shanxi) ) www.yjemf.com.cnwww.yjemf.com.cn►►
DongfengDongfeng Motor Co. (Sichuan) Motor Co. (Sichuan) www.dongfengem.comwww.dongfengem.com►►
BoyuBoyu Auto Motor Auto Motor Co.(ZhejiangCo.(Zhejiang) ) www.chinaboyu.comwww.chinaboyu.com►►
WolongWolong Co. (Zhejiang) Co. (Zhejiang) www.wolong.comwww.wolong.com►►
21 Research Institute (Shanghai) 21 Research Institute (Shanghai) www.shwww.sh--motor.com.cnmotor.com.cn►►
YinyangYinyang Co. (Jiangsu) Co. (Jiangsu) yinyangdj.comyinyangdj.com►►
ShuangxingShuangxing Motor Motor Co.(JiangsuCo.(Jiangsu) ) ►►
SanhuangSanhuang HiHi--Tech Co. (Beijing) Tech Co. (Beijing) ►►
ZhuzhouZhuzhou CSR Times Electric Co.CSR Times Electric Co.►►
Shanghai Shanghai EdriveEdrive Co.Co.►►
China Tex Mechanical & Electrical EngineeringChina Tex Mechanical & Electrical Engineering►►
Jiangsu Jiangsu WeiteliWeiteli MotorsMotors--Manufacturing Co.Manufacturing Co.►►
JingJing--Jin Electric (JJE) Co.Jin Electric (JJE) Co.►►
Shanghai Shanghai DajunDajun Automatic System Engineering Ltd.Automatic System Engineering Ltd.►►
Shanghai Shanghai yingshuangyingshuang Electric Machinery Co.Electric Machinery Co.
Source: SAEC
e.g. VW in Chinae.g. VW in China
►► German carmaker Volkswagen will spend German carmaker Volkswagen will spend US$5.83 US$5.83 billionbillion in China over the next two years as it ramps in China over the next two years as it ramps up production in order to meet rising demand. up production in order to meet rising demand.
►► Winfried Winfried VahlandVahland, president of Volkswagen, president of Volkswagen’’s China s China operations, said the company would likely see operations, said the company would likely see ““clear doubleclear double--digit growthdigit growth””
in 2009 and was ahead in 2009 and was ahead
of schedule to reach its target of doubling sales to of schedule to reach its target of doubling sales to 2 million vehicles by 2018. 2 million vehicles by 2018.
►► VolkswagenVolkswagen’’s sales in China came to s sales in China came to 652,436 652,436 vehicles in the first half of 2009, up vehicles in the first half of 2009, up 23%23% yearyear--onon-- year..year..
the the Wall Street JournalWall Street Journal reportedreported
e.g. NGM in Chinae.g. NGM in China►
China will continue to serve as a key part of New GM global market, and a key source of product engineering, design and production for the new GM. With the world’s fastest-growing economy and vehicle market, GM will stay aggressive in taking advantage of opportunities as they arise across the country.
►
General Motors Company announced today that its sales in China in the first eight months of 2009 increased 49.6 percent on an annual basis to 1,111,401 units.
GM and its joint ventures benefited from record August domestic sales, which increased 112.7 percent year on year to 152,365 units. This continued a series of single-month sales records for the automaker that began in January 2009.
“We are now looking at a market of 11.5 to 12 million vehicles. We expect GM sales for the year as a whole to rise by more than 40 percent from 2008.
►-Kevin E. Wale GM China Group President and Managing Director
e.g. NGM in Chinae.g. NGM in China►"We need a new factory within five years to
meet the increasing market demand," Wale had said then, refusing to disclose details.
►GM’s 3rd JV in China
August 2009
FAW-GM Light Duty Commercial Vehicles Co. Ltd.
Investment: $176 mil./$294 mil
light-truck plant
3 subordinate plants: Changchun + Yunnan + Harbin
ChinaChina’’s Motorcycle Productions Motorcycle Production
•No.1 in production since 1993
•No.1 exporter since 1999
3. 35
11. 53 12. 36 12. 9814. 56
17. 18 17. 77
21. 4
25. 45 24. 73
0
5
10
15
20
25
30
93 00 01 02 03 04 05 06 07 08
1 mi l l i on uni t s
Source: China Auto Year Book
HENANHENAN
Luoyang Northern Luoyang Northern EkEk ChorChor
CHONGQINGCHONGQING
Loncin Holdings Ltd Loncin Holdings Ltd
LifanLifan MotorcycleMotorcycle
ZongZong ShenShen industry Groupindustry Group
JialinJialin MotorcycleMotorcycle
JiansheJianshe MotorcycleMotorcycle
NANJINGNANJING
JinchengJincheng
SHANGHAISHANGHAI
SundiroSundiro
ZHEJIANGZHEJIANG
Qian JiangQian Jiang
GUANGDONGGUANGDONG
Wu YangWu Yang
DaDa Chang JiangChang Jiang
• 223 manufacturers in 2007
•174
private business
Where Are They Located in China?Where Are They Located in China?
ChinaChina’’s Railway Industrys Railway Industry-- Investment in Fixed AssetsInvestment in Fixed Assets
Source: China Ministry of Railway Industry
5261
88
150 150
0
20
40
60
80
100
120
140
160
07 08 09 10 11
$1 bi l l i on
The Key PlayersThe Key Players►►
CSR CSR www.csrgc.com.cnwww.csrgc.com.cn
ChangjiangChangjiang Rolling StockRolling Stock
ZhuzhouZhuzhou LocomotiveLocomotive
ZiyangZiyang Rolling StockRolling Stock
QishuyanQishuyan LocomotiveLocomotive
SifangSifang LocomotiveLocomotive
Chengdu LocomotiveChengdu Locomotive
Luoyang LocomotiveLuoyang Locomotive
Total: Total: 15 bases15 bases►►
CNR CNR www.chinaCNR.comwww.chinaCNR.com
Qiqihar Rolling StockQiqihar Rolling Stock
Harbin Railway SystemHarbin Railway System
Dalian LocomotiveDalian Locomotive
Tang Shan LocomotiveTang Shan Locomotive
DaDa Tong LocomotiveTong Locomotive
Chang Chun Locomotive & Rolling StockChang Chun Locomotive & Rolling Stock
XiXi’’an Railway Equipmentan Railway Equipment
Total: Total: 20 bases20 bases
Diesel Engine Locomotive: 460 units
Fast Train Cars: 2300 units
Subway cars: 1100 units
Wagons: 26000 units
Electric Locomotive: 350 units
Diesel Engine Locomotive: 470 units
Subway cars: 500 units
Freight Wagons: 22000 units
Passenger Cars: 2000 units
Where Are They LocatedWhere Are They Located
••SifangSifang
Locomotive Locomotive Luoyang LocomotiveLuoyang Locomotive••QishuyanQishuyan
Locomotive Locomotive ChangjiangChangjiang
Rolling StockRolling Stock••ZiyangZiyang
Rolling StockRolling Stock••Chengdu LocomotiveChengdu Locomotive••ZhuzhouZhuzhou
LocomotiveLocomotive
••Qiqihar Rolling StockQiqihar Rolling Stock••Harbin Railway SystemHarbin Railway System••Chang Chun Locomotive & Chang Chun Locomotive & Rolling StockRolling Stock••Dalian LocomotiveDalian Locomotive••Tang Shan LocomotiveTang Shan Locomotive••DaDa
Tong LocomotiveTong Locomotive••XiXi’’an Railway Equipmentan Railway Equipment
Machine Tool NeededMachine Tool Needed
►► Engine/Steering system/Braking system:Engine/Steering system/Braking system:
HMC, VMC, Milling & Boring MT, VL, CNC grinderHMC, VMC, Milling & Boring MT, VL, CNC grinder
►► HighHigh--Speed Train (body/car)Speed Train (body/car)
Press, Milling MT, Shear, Press brake, Forging MTPress, Milling MT, Shear, Press brake, Forging MT
►► HighHigh--Speed Train (wheel/axle)Speed Train (wheel/axle)
CNC VL, CNC HL, Lines w. loading/unloading, Copy MillCNC VL, CNC HL, Lines w. loading/unloading, Copy Mill
►► Tracks: Tracks:
CNC Track Milling MTCNC Track Milling MT
Source: CMTBA
