FOURIN,Inc. - Research and Analysis of the Asian Automotive Industry

Global Asia

• Asia 2011 Results: Production in 2011 Rises 6.2 Percent to 12 Mn Units; Sales Grow 5.6 Percent to 7.98 Mn UnitsAsia 2011 Results: Production in 2011 Rises 6.2 Percent to 12 Mn Units; Sales Grow 5.6 Percent to 7.98 Mn Units
• Asia Market 2011: Japanese Brand Share Contracts due to Earthquake, Flooding; Solid Sales for Western BrandsAsia Market 2011: Japanese Brand Share Contracts due to Earthquake, Flooding; Solid Sales for Western Brands
• Global Automotive Industry Outlook: Continuing Emerging Market Business Expansion, Electric Mobility Investment for GrowthGlobal Automotive Industry Outlook: Continuing Emerging Market Business Expansion, Electric Mobility Investment for Growth
• Lamps: Japanese Suppliers Continue Production Investment in ASEAN; Korean Firms Receiving More Overseas OrdersLamps: Japanese Suppliers Continue Production Investment in ASEAN; Korean Firms Receiving More Overseas Orders
• Motorcycles Production in Eight Asian Countries up 13.4 Percent to 32 Mn Units; India, Vietnam Post Almost 20 Percent GrowthMotorcycles Production in Eight Asian Countries up 13.4 Percent to 32 Mn Units; India, Vietnam Post Almost 20 Percent Growth
• Motorcycles Sales in Ten Asian Countries Grow 13 Percent on Continued Strong Demand; India Market Reaches 13 Mn UnitsMotorcycles Sales in Ten Asian Countries Grow 13 Percent on Continued Strong Demand; India Market Reaches 13 Mn Units
• Suspension: Active Investment to Boost Local Production for Two/Four-wheelers; R&D Function Expands in ThailandSuspension: Active Investment to Boost Local Production for Two/Four-wheelers; R&D Function Expands in Thailand
• Transmissions: JATCO Localizes Production of CVT for Thai Eco Car; Daihatsu Strengthens Malaysian AT ManufacturingTransmissions: JATCO Localizes Production of CVT for Thai Eco Car; Daihatsu Strengthens Malaysian AT Manufacturing

East Asia

• Hyundai/ Kia Achieve Over 30% Increase in Income; Improved Profitability in Europe, US a HighlighHyundai/ Kia Achieve Over 30% Increase in Income; Improved Profitability in Europe, US a Highligh
• Korea: Imported Vehicle Sales Increase to 105,000 Units; Strong Gains by 2.0L and Smaller Class Models, German BrandsKorea: Imported Vehicle Sales Increase to 105,000 Units; Strong Gains by 2.0L and Smaller Class Models, German Brands
• Korea: Mini Vehicle Segment Forecast to Expand Over 200,000 Units After 2012; Renault, Hyundai Also Contemplate EntryKorea: Mini Vehicle Segment Forecast to Expand Over 200,000 Units After 2012; Renault, Hyundai Also Contemplate Entry
• Korea: Production Rises in 2011 for Second Consecutive Historic High; Exports to Emerging Countries, Europe Power GrowthKorea: Production Rises in 2011 for Second Consecutive Historic High; Exports to Emerging Countries, Europe Power Growth
• Korea: Sales in 2011 Gain 1.5 Percent to 1.58 Mn Units; Staple Performer Sonata Falls from Top Spot for the First TimeKorea: Sales in 2011 Gain 1.5 Percent to 1.58 Mn Units; Staple Performer Sonata Falls from Top Spot for the First Time
• Korea: Vehicle Exports Rise 14% to Top the 3 Million-unit Mark for the First Time; Knocked-down Volume Expands 13%Korea: Vehicle Exports Rise 14% to Top the 3 Million-unit Mark for the First Time; Knocked-down Volume Expands 13%
• Korea: ‘Green’ Car Diffusion Lackluster; Concessions, Subsidies for Small Passenger Vehicles etc to Increase from 2012Korea: ‘Green’ Car Diffusion Lackluster; Concessions, Subsidies for Small Passenger Vehicles etc to Increase from 2012
• Taiwan: Production Increases 13 Percent in 2011 from Domestic Demand Recovery, Strong Exports; Toyota Posts New RecordTaiwan: Production Increases 13 Percent in 2011 from Domestic Demand Recovery, Strong Exports; Toyota Posts New Record
• Taiwan: Six-year Record High Sales in 2011; Imported Vehicle Ratio Rises to 26 Percent with Striking Gains by EuropeansTaiwan: Six-year Record High Sales in 2011; Imported Vehicle Ratio Rises to 26 Percent with Striking Gains by Europeans

South Asia

• Engine Production in India: Competition for New Products Heats Up; Localization of Diesel Engines Forecast to Gain SpeedEngine Production in India: Competition for New Products Heats Up; Localization of Diesel Engines Forecast to Gain Speed
• India Auto Expo 2012: Compact SUVs, MPVs Offer Glimpse into New Driving Lifestyle for the Local MarketIndia Auto Expo 2012: Compact SUVs, MPVs Offer Glimpse into New Driving Lifestyle for the Local Market
• India Market Analysis: Market Expands 8.5 Percent in 2011; Maruti Suzuki’s Share Falls to Lowest Level RecordedIndia Market Analysis: Market Expands 8.5 Percent in 2011; Maruti Suzuki’s Share Falls to Lowest Level Recorded
• India Two-wheelers: Rising Demand Boosts Development by Locals; Japanese Pursue Full Entry into Budget RangeIndia Two-wheelers: Rising Demand Boosts Development by Locals; Japanese Pursue Full Entry into Budget Range
• India Vehicle Production: Overall Volume Expands 11 Percent; Toyota, Nissan, Ford Surpass 100,000 Units for First TimeIndia Vehicle Production: Overall Volume Expands 11 Percent; Toyota, Nissan, Ford Surpass 100,000 Units for First Time
• India: CBU Exports Surge to a Record High of 589,316 Units in 2011 Driven by Nissan; Toyota etc. to Expand Volumes from 2012India: CBU Exports Surge to a Record High of 589,316 Units in 2011 Driven by Nissan; Toyota etc. to Expand Volumes from 2012
• India: Three-wheeler Production Up 15% in 2011 Led by Export Growth; Bajaj Auto Reclaims Top Share in Domestic MarketIndia: Three-wheeler Production Up 15% in 2011 Led by Export Growth; Bajaj Auto Reclaims Top Share in Domestic Market
• India: Utility Vehicle Segment Projected to Gain a Boost from New 1-1.5L Model Launches; Targeting Urban FamiliesIndia: Utility Vehicle Segment Projected to Gain a Boost from New 1-1.5L Model Launches; Targeting Urban Families
• Pakistan: Locally-assembled Vehicle Market Rises 7 Percent on Tax, Interest Rate Cuts; Suzuki Extends Share 5 PointsPakistan: Locally-assembled Vehicle Market Rises 7 Percent on Tax, Interest Rate Cuts; Suzuki Extends Share 5 Points
• Pakistan: Production Recovers 6 Percent in 2011; Policy Delivered to Attract New-comers, Yet Local Content Conditions a HurdlePakistan: Production Recovers 6 Percent in 2011; Policy Delivered to Attract New-comers, Yet Local Content Conditions a Hurdle
• Sri Lanka: Vehicle Sales in 2011 Multiply 2.3 Times Powered by Passenger Types; Two-wheeler Market Expands to Historic RecordSri Lanka: Vehicle Sales in 2011 Multiply 2.3 Times Powered by Passenger Types; Two-wheeler Market Expands to Historic Record

ASEAN

• ASEAN Tire Market: Japanese Makers Advance Capacity Expansion; Gearing to Meet Local Demand, ExportsASEAN Tire Market: Japanese Makers Advance Capacity Expansion; Gearing to Meet Local Demand, Exports
• ASEAN: Chinese, Indian Makers Search for Growth Opportunities in the Region; Increasing Foray into Myanmar, CambodiaASEAN: Chinese, Indian Makers Search for Growth Opportunities in the Region; Increasing Foray into Myanmar, Cambodia
• Brunei: Vehicle Sales Expand 7% in 2011 to 14,512 Units; Market Leader Toyota Drops 14%, While Kia Climbs to Second PositionBrunei: Vehicle Sales Expand 7% in 2011 to 14,512 Units; Market Leader Toyota Drops 14%, While Kia Climbs to Second Position
• Indonesia: Production Expands 19.3 Percent in 2011 on Rising Domestic Demand; CBU Exports Also Make Strong ShowingIndonesia: Production Expands 19.3 Percent in 2011 on Rising Domestic Demand; CBU Exports Also Make Strong Showing
• Indonesia: Sales Climb 16.9 Percent to an Historic 894,164 Units; Toyota Share Drops, yet Suzuki, Nissan Make Strong ShowingsIndonesia: Sales Climb 16.9 Percent to an Historic 894,164 Units; Toyota Share Drops, yet Suzuki, Nissan Make Strong Showings
• Malaysia: Production Contracts 6 Percent in 2011; Perodua, Proton Down Slightly, while Japanese Makers Post Sharp DecreasesMalaysia: Production Contracts 6 Percent in 2011; Perodua, Proton Down Slightly, while Japanese Makers Post Sharp Decreases
• Malaysia: Sales Decline 1 Percent to 599,329 Units; Perodua Share Slips to 30 Percent, while Proton Rebounds to 26.5 PercentMalaysia: Sales Decline 1 Percent to 599,329 Units; Perodua Share Slips to 30 Percent, while Proton Rebounds to 26.5 Percent
• Motorcycles Thailand: Sales in 2011 Increase 8.7% to 2 Million Units; Honda Gains 10% to Expand Market Share to 69%Motorcycles Thailand: Sales in 2011 Increase 8.7% to 2 Million Units; Honda Gains 10% to Expand Market Share to 69%
• Myanmar: Expectations for Consumer Market, Advantageous Location Has a Number of Firms Pursuing Local Business OpportunitiesMyanmar: Expectations for Consumer Market, Advantageous Location Has a Number of Firms Pursuing Local Business Opportunities
• Singapore: New Registrations Plunge 25 Percent in 2011 Due to Ownership Controls; Luxury European Brands Increase ShareSingapore: New Registrations Plunge 25 Percent in 2011 Due to Ownership Controls; Luxury European Brands Increase Share
• Thailand: CBU Exports Drop 18% in 2011 Due to Natural Disasters; Volume in 2012 Expected to Rise Above 1 Million UnitsThailand: CBU Exports Drop 18% in 2011 Due to Natural Disasters; Volume in 2012 Expected to Rise Above 1 Million Units
• Thailand: Passenger Vehicle Demand Continues Upward Trend; Segment Ratio Gains to 45-48 Percent on Eco Cars, Tax RebatesThailand: Passenger Vehicle Demand Continues Upward Trend; Segment Ratio Gains to 45-48 Percent on Eco Cars, Tax Rebates
• Thailand: Production Stalls in 2011, with Flood Loss of 300,000 Units; Mitsubishi, Nissan Manage Higher Full-year VolumesThailand: Production Stalls in 2011, with Flood Loss of 300,000 Units; Mitsubishi, Nissan Manage Higher Full-year Volumes
• Thailand: Sales Dip 0.8 Percent in 2011 as Floods Put the Brakes on Growth; Top Three Brands Post Double-digit DeclinesThailand: Sales Dip 0.8 Percent in 2011 as Floods Put the Brakes on Growth; Top Three Brands Post Double-digit Declines
• Vietnam: Locally-assembled Vehicle Sales Decrease; Japanese Makers with Bases in Thailand, Locals Weaker; Kia AdvancesVietnam: Locally-assembled Vehicle Sales Decrease; Japanese Makers with Bases in Thailand, Locals Weaker; Kia Advances

Auto Makers

• Automaker Business Strategy: Hyundai-Kia Plans Production of 7.1 Mn Units in 2012; Advances High Profit Growth ModelAutomaker Business Strategy: Hyundai-Kia Plans Production of 7.1 Mn Units in 2012; Advances High Profit Growth Model
• Ford: ASEAN Sales Achieve Record 71,000 Units Powered by the Fiesta; Strengthens Share with New Ranger, FocusFord: ASEAN Sales Achieve Record 71,000 Units Powered by the Fiesta; Strengthens Share with New Ranger, Focus
• GM Korea: Sales Revenues in 2011 Rise 19.6% to a Record 15 Trillion KRW; Operating, Net Incomes Post Mixed FortunesGM Korea: Sales Revenues in 2011 Rise 19.6% to a Record 15 Trillion KRW; Operating, Net Incomes Post Mixed Fortunes
• GM: Sets Ambitious 10 Percent Share Target for ASEAN by 2013; Centers Business Buildup on Thai OperationsGM: Sets Ambitious 10 Percent Share Target for ASEAN by 2013; Centers Business Buildup on Thai Operations
• HMSI: Setting up for Annual Production of 4 Mn Units by 2014; Accelerating Growth with New Model ReleasesHMSI: Setting up for Annual Production of 4 Mn Units by 2014; Accelerating Growth with New Model Releases
• Honda: ASEAN Sales Plunge 27 Percent due to Natural Disasters; Looking for Comeback with Brio, New Civic in 2012Honda: ASEAN Sales Plunge 27 Percent due to Natural Disasters; Looking for Comeback with Brio, New Civic in 2012
• Hyundai Motor: Aims to Accelerate New Model Launches in ASEAN; Eyeing Setup of Local Assembly BasesHyundai Motor: Aims to Accelerate New Model Launches in ASEAN; Eyeing Setup of Local Assembly Bases
• Hyundai-Kia: US Sales Rise 26.5 Percent to 1.13 Mn Units, Capturing 8.9 Percent Share; Sonata Reaches 200,000-unitsHyundai-Kia: US Sales Rise 26.5 Percent to 1.13 Mn Units, Capturing 8.9 Percent Share; Sonata Reaches 200,000-units
• Isuzu: ASEAN Sales Decline 7.9% to 180,435 Units; Aims to Recover Share with Redesigned D-Max, New TrucksIsuzu: ASEAN Sales Decline 7.9% to 180,435 Units; Aims to Recover Share with Redesigned D-Max, New Trucks
• Maruti Suzuki: Manufacturing, Share Drops on Labor Disputes etc; Production, Sales in 2011 Decline 6-7 PercentMaruti Suzuki: Manufacturing, Share Drops on Labor Disputes etc; Production, Sales in 2011 Decline 6-7 Percent
• Mitsubishi Motors: ASEAN Sales Climb 31 Percent to Capture 7.3 Percent Share; Triton, Pajero Sport Top PerformersMitsubishi Motors: ASEAN Sales Climb 31 Percent to Capture 7.3 Percent Share; Triton, Pajero Sport Top Performers
• Nissan: ASEAN Sales Rise 22 Percent to 167,698 Units Driven by Favorable Response to New March, JukeNissan: ASEAN Sales Rise 22 Percent to 167,698 Units Driven by Favorable Response to New March, Juke
• Renault Samsung: Reduced Revenues, Income in the Red in 2011; Review Needed of Overseas-dependent PurchasingRenault Samsung: Reduced Revenues, Income in the Red in 2011; Review Needed of Overseas-dependent Purchasing
• Renault-Nissan: Looks to Boost Sales in India with Rush of New Vehicles; JV Plant Raising Capacity to 400,000 UnitsRenault-Nissan: Looks to Boost Sales in India with Rush of New Vehicles; JV Plant Raising Capacity to 400,000 Units
• Suzuki: ASEAN Sales Expand 32% to 120,144 Units; Looks to Forge Open New Markets in 2012 with Thai-built SwiftSuzuki: ASEAN Sales Expand 32% to 120,144 Units; Looks to Forge Open New Markets in 2012 with Thai-built Swift
• Toyota’s ASEAN Sales Slip in 2011; Parts Shortages, Lack of New Models Weigh on ShareToyota’s ASEAN Sales Slip in 2011; Parts Shortages, Lack of New Models Weigh on Share
• Volvo: Invests 10 Bn INR into Truck JV in India; Pursues Entry into the 250hp and Smaller Truck SegmentVolvo: Invests 10 Bn INR into Truck JV in India; Pursues Entry into the 250hp and Smaller Truck Segment

Parts Makers

• Continental: Investing 8 Billion INR in India Business to Boost Capacity, Development for Chassis, Powertrain Parts, TiresContinental: Investing 8 Billion INR in India Business to Boost Capacity, Development for Chassis, Powertrain Parts, Tires
• Donghee: Maintains Growth Track Centered on Greater Response to Hyundai Motor; Increases Assembly BusinessDonghee: Maintains Growth Track Centered on Greater Response to Hyundai Motor; Increases Assembly Business
• Hyundai Mobis: New 100 Bn KRW R&D Base for Electrical Components; Strengthening Development of Core PartsHyundai Mobis: New 100 Bn KRW R&D Base for Electrical Components; Strengthening Development of Core Parts
• Valeo: Accelerates Buildup of Capacity, Products in India, ASEAN; Considers Closing Wholly-owned Plants in Korea Valeo: Accelerates Buildup of Capacity, Products in India, ASEAN; Considers Closing Wholly-owned Plants in Korea

Industry / Policy / Market

• 12th Five-year Guideline of Regional Governments: Production Capacity to Surpass 48 Mn Units in 2015 of Which 20 Mn Units to Be Located Inland12th Five-year Guideline of Regional Governments: Production Capacity to Surpass 48 Mn Units in 2015 of Which 20 Mn Units to Be Located Inland
• Automotive Alliances: Despite the Formation of Several New-energy Groups, Lack of Authority Hampers Progress Automotive Alliances: Despite the Formation of Several New-energy Groups, Lack of Authority Hampers Progress
• Commercial Vehicle Sales Networks: Primarily Located in the East; Presence in Central, West Is Anticipated to Rise As Demand GrowsCommercial Vehicle Sales Networks: Primarily Located in the East; Presence in Central, West Is Anticipated to Rise As Demand Grows
• Construction Machinery: Chinese Manufacturers Aim for Globalization As Future Business StrategyConstruction Machinery: Chinese Manufacturers Aim for Globalization As Future Business Strategy
• Crane Trucks: Market in 2011 Rose 0.1% YOY to 35,000 Units; Revival Is Expected in 2012 Thanks to Monetary EasingCrane Trucks: Market in 2011 Rose 0.1% YOY to 35,000 Units; Revival Is Expected in 2012 Thanks to Monetary Easing
• Driving School: Becoming a 70 Bn CNY Market; Prices Go Up with Increasing Demand, Cost, Further Expanding Market ScaleDriving School: Becoming a 70 Bn CNY Market; Prices Go Up with Increasing Demand, Cost, Further Expanding Market Scale
• ETC: 5 Mn Vehicles to Use Device by 2015; Support Policies Are Introduced One After Another; Tech Development Faces IssuesETC: 5 Mn Vehicles to Use Device by 2015; Support Policies Are Introduced One After Another; Tech Development Faces Issues
• Green Vehicle Policies: Clarification of Devt Targets for Electronic Components, Materials During 12th 5-yearGreen Vehicle Policies: Clarification of Devt Targets for Electronic Components, Materials During 12th 5-year
• Imported Car Market: Rapid Expansion, Diversifying Needs, Interest in High-end Models, Shift to Inland Are New TrendsImported Car Market: Rapid Expansion, Diversifying Needs, Interest in High-end Models, Shift to Inland Are New Trends
• Low-speed EV Regulations: Enactment by the Central Govt Proves Difficult due to Inconsistent Industry OpinionsLow-speed EV Regulations: Enactment by the Central Govt Proves Difficult due to Inconsistent Industry Opinions
• More Stringent Licensing Drives Capacity Boom Inland; Total to Reach 47 Mn in 2015, 52 Mn in 2020More Stringent Licensing Drives Capacity Boom Inland; Total to Reach 47 Mn in 2015, 52 Mn in 2020
• Private New-energy Vehicles: Sales Lagged Below 1,500 Units at End of 2011, Slowed by High Prices, Lack of Charging StationsPrivate New-energy Vehicles: Sales Lagged Below 1,500 Units at End of 2011, Slowed by High Prices, Lack of Charging Stations
• Production for China Declines Due to State 3 Intro; Exports Rise As Global Economy RecoversProduction for China Declines Due to State 3 Intro; Exports Rise As Global Economy Recovers
• R&D Support: Rise in New-energy Vehicle Devt Assistance to Improve Technology of Private Companies, Protect Local Enterprises R&D Support: Rise in New-energy Vehicle Devt Assistance to Improve Technology of Private Companies, Protect Local Enterprises
• Recreational Vehicles: Demand Rises on Booming Tourism Market; Lack of Driver’s License, Infrastructure Pose ChallengeRecreational Vehicles: Demand Rises on Booming Tourism Market; Lack of Driver’s License, Infrastructure Pose Challenge
• SUV Market: Compacts Become Mainstream, Downsizing Is Upcoming Trend, Products Under Local Brands Launched RapidlySUV Market: Compacts Become Mainstream, Downsizing Is Upcoming Trend, Products Under Local Brands Launched Rapidly
• Safety Improvement Is Underway; Geely Acquired Four Stars from Euro NCAPSafety Improvement Is Underway; Geely Acquired Four Stars from Euro NCAP
• Sales Are Expected to Rise 15% YOY to 16.7 Mn Units After Last Year’s Dull 87% Achievement RatioSales Are Expected to Rise 15% YOY to 16.7 Mn Units After Last Year’s Dull 87% Achievement Ratio
• Tech Build-up Along with Production Rise; Shift Needed from Short-term Business to Long-term StrategyTech Build-up Along with Production Rise; Shift Needed from Short-term Business to Long-term Strategy
• Utility Vehicle Market: Negative Growth Is Expected to Continue After End of IncentivesUtility Vehicle Market: Negative Growth Is Expected to Continue After End of Incentives
• “Official Vehicle” Reform: Chinese Own-brand Vehicle Procurement Rises in 2012 Which Is Hoped to Improve Image “Official Vehicle” Reform: Chinese Own-brand Vehicle Procurement Rises in 2012 Which Is Hoped to Improve Image
• “Ten Cities, Thousand Vehicles”: Achievement Rate of 2012 Plan Is Below 50% at End of 2011; Launches Are Seen to Rise in 2012“Ten Cities, Thousand Vehicles”: Achievement Rate of 2012 Plan Is Below 50% at End of 2011; Launches Are Seen to Rise in 2012
• “Three-guarantee” Policy: Released Second Proposal Which Added Extended Guarantee, Third-party Organization “Three-guarantee” Policy: Released Second Proposal Which Added Extended Guarantee, Third-party Organization

FAW

• FAW Bus and Coach: Merges the Yuanzheng, Taihu, Huaxi Brands into Jiefang; Focuses on Own-brand and New-energy Business to Increase Sales FAW Bus and Coach: Merges the Yuanzheng, Taihu, Huaxi Brands into Jiefang; Focuses on Own-brand and New-energy Business to Increase Sales
• FAW Car: Sets Up the New Oley Brand for the Low-end Market; High-end Hongqi Brand Is Also Revived But Profitability Is Questionable FAW Car: Sets Up the New Oley Brand for the Low-end Market; High-end Hongqi Brand Is Also Revived But Profitability Is Questionable
• FAW Group: Powertrain Strategy: Intends to Enhance Capacity, Improve Equipment; Focuses on Mass Production, Integration of AssetsFAW Group: Powertrain Strategy: Intends to Enhance Capacity, Improve Equipment; Focuses on Mass Production, Integration of Assets
• FAW Jiefang: Expands Production, Product Lineup at Home to 450,000-Unit Target in 2015; Intensifies Overseas Presence, Internationalization FAW Jiefang: Expands Production, Product Lineup at Home to 450,000-Unit Target in 2015; Intensifies Overseas Presence, Internationalization
• FAW Jilin: Aims to Increase Production with Second Changchun Plant Starting Operation in 2012; Focuses on the Launch of the Jiabao V80 FAW Jilin: Aims to Increase Production with Second Changchun Plant Starting Operation in 2012; Focuses on the Launch of the Jiabao V80
• FAW Xiali: Increases Capacity, New Product Launches to Reach 600,000-Unit Target in 2015; Parent’s Preparation for IPO Draws Attention FAW Xiali: Increases Capacity, New Product Launches to Reach 600,000-Unit Target in 2015; Parent’s Preparation for IPO Draws Attention

SAIC

• SAIC Group: Powertrain Strategy: Drives Forward M&A, Independent Development; Enhances Mass-production of Next-gen ProductsSAIC Group: Powertrain Strategy: Drives Forward M&A, Independent Development; Enhances Mass-production of Next-gen Products

DFM

• Dongfeng Group: Powertrain Strategy: Formulates Medium-term Own-brand Plan; Builds Up Development, Production CapacityDongfeng Group: Powertrain Strategy: Formulates Medium-term Own-brand Plan; Builds Up Development, Production Capacity
• Dongfeng Motor: Aims to Sell 1.8 Mn Own Brand Passenger Vehicles in 2016; Brand Specification Is Key to Strategy Dongfeng Motor: Aims to Sell 1.8 Mn Own Brand Passenger Vehicles in 2016; Brand Specification Is Key to Strategy

Chery

• Chery Automobile: Sets Up Engineering Institute to Renew R&D System; Steps Up Cooperation; Hit Model Release Attracts Attention Chery Automobile: Sets Up Engineering Institute to Renew R&D System; Steps Up Cooperation; Hit Model Release Attracts Attention

Chana Auto

• Chang'an Automobile: Powertrain Strategy: Aims to Improve Fuel Efficiency by 30%, CO₂ Emission by 40% by 2015; Focuses on Capacity ExpansionChang'an Automobile: Powertrain Strategy: Aims to Improve Fuel Efficiency by 30%, CO₂ Emission by 40% by 2015; Focuses on Capacity Expansion
• Changhe Automobile: Aims for Growing Sales Through Sales Network Development, Cooperation, Capacity Increase Changhe Automobile: Aims for Growing Sales Through Sales Network Development, Cooperation, Capacity Increase

Other Chinese Automaker

• BAIC Group: Develops Tie-ups, Battery / Motor Production System to Reach 5,000 Units in New-energy Vehicle Sales in 2012 BAIC Group: Develops Tie-ups, Battery / Motor Production System to Reach 5,000 Units in New-energy Vehicle Sales in 2012
• BAIC Motor: Begins Own-brand Business; Launches New Models One After Another, E series in Mar. Followed by C70 in Sep. BAIC Motor: Begins Own-brand Business; Launches New Models One After Another, E series in Mar. Followed by C70 in Sep.
• Haima Automobile: Business Strategy: Aims to Sell 1 Mn Units in 2015; Differentiates and Steps Up Product Launches of Haikou, Zhengzhou Plants Haima Automobile: Business Strategy: Aims to Sell 1 Mn Units in 2015; Differentiates and Steps Up Product Launches of Haikou, Zhengzhou Plants
• Hawtai Automobile: Business Strategy: Under New Management, Advances Closer Tie-ups, Lineup, Operations Abroad to Realize 2 Mn Units in 2020 Hawtai Automobile: Business Strategy: Under New Management, Advances Closer Tie-ups, Lineup, Operations Abroad to Realize 2 Mn Units in 2020
• Jianghuai Automobile: Business Strategy: Reinforces Commercial Vehicle Op at Home; Sets Up Passenger Vehicle Plant in Brazil to Meet Rising Export Jianghuai Automobile: Business Strategy: Reinforces Commercial Vehicle Op at Home; Sets Up Passenger Vehicle Plant in Brazil to Meet Rising Export
• Lifan Automobile: Business Strategy: Aims for 400,000-unit Production System at Home by 2015; Plans to Set Up R&D, Production Base in Brazil Lifan Automobile: Business Strategy: Aims for 400,000-unit Production System at Home by 2015; Plans to Set Up R&D, Production Base in Brazil
• Qoros Auto: Keeps Distance from Chery While Focuses on High-end Image; First Model to Enter the Local, EU Market in 2013 Qoros Auto: Keeps Distance from Chery While Focuses on High-end Image; First Model to Enter the Local, EU Market in 2013
• Six Independent Automakers: Powertrain Strategy: Focus on Acquisition of Core Technology from Foreign Sources; Promote Capacity IncreaseSix Independent Automakers: Powertrain Strategy: Focus on Acquisition of Core Technology from Foreign Sources; Promote Capacity Increase
• Zotye Auto: Business Strategy: Expands Sales Network, Capacity to Reach 900,000-unit Target in 2015; Continues EV Commercialization Zotye Auto: Business Strategy: Expands Sales Network, Capacity to Reach 900,000-unit Target in 2015; Continues EV Commercialization

Foreign Automaker

• Fiat: Generally Good Import Sales in China; GAC Fiat to Launch First Model the Freemont in H2 2012 Fiat: Generally Good Import Sales in China; GAC Fiat to Launch First Model the Freemont in H2 2012
• Ford: Parts Ways with Mazda in China; Announces Product, Powertrain Strategy in an Aim to Become One of Top 4 in Sales Ford: Parts Ways with Mazda in China; Announces Product, Powertrain Strategy in an Aim to Become One of Top 4 in Sales
• Foreign Automaker: Latecomer Brands Enter Local Market; Central Government Hardens Attitude Toward Production Permit of Subaru, JRLForeign Automaker: Latecomer Brands Enter Local Market; Central Government Hardens Attitude Toward Production Permit of Subaru, JRL
• Foreign Automaker: Launch of Strategic Vehicles Based on Outdated Models; Enlarged Body, Advanced Technology Intended to Boost SalesForeign Automaker: Launch of Strategic Vehicles Based on Outdated Models; Enlarged Body, Advanced Technology Intended to Boost Sales
• MAN: Aims for 200,000-unit Sales Under Sitrak Brand in 2018; Strategy Change Attracts Attention After VW Takeover MAN: Aims for 200,000-unit Sales Under Sitrak Brand in 2018; Strategy Change Attracts Attention After VW Takeover
• Mitsubishi Motors: Aims to Become Top 10 Imported Vehicle Seller; Revamps China Business Through JV with GAC Group Mitsubishi Motors: Aims to Become Top 10 Imported Vehicle Seller; Revamps China Business Through JV with GAC Group
• Navistar: Aims to Become Top Five Heavy Truck Maker Through JV with Jianghuai; Production Licensing Appears Difficult Navistar: Aims to Become Top Five Heavy Truck Maker Through JV with Jianghuai; Production Licensing Appears Difficult
• PSA: Aims to Capture 8% of the Chinese Market by 2015; Launches CAPSA; China Operations Enter New Phase PSA: Aims to Capture 8% of the Chinese Market by 2015; Launches CAPSA; China Operations Enter New Phase

Parts Industry

• Battery Materials: Focus Is On Expanding Demand for Eco Vehicle Batteries; Intensification of Mass-production System DevtBattery Materials: Focus Is On Expanding Demand for Eco Vehicle Batteries; Intensification of Mass-production System Devt
• Diesel Vehicle After-treatment: Rising Demand Is Prompted by Stricter Emission RegulationsDiesel Vehicle After-treatment: Rising Demand Is Prompted by Stricter Emission Regulations
• EU / US Brake Suppliers: Step Up Share Competition As Mandatory Use of ABS, Retarder Introduced on Commercial VehiclesEU / US Brake Suppliers: Step Up Share Competition As Mandatory Use of ABS, Retarder Introduced on Commercial Vehicles
• Electronic Control System: Foreigners Step Up Local Development; Locals Poised to Compete Through Tie-ups Electronic Control System: Foreigners Step Up Local Development; Locals Poised to Compete Through Tie-ups
• JP / KR Brake Suppliers: Boost Localization on Rising Demand for Safety; Engage in Mass Production of ABS, ESCJP / KR Brake Suppliers: Boost Localization on Rising Demand for Safety; Engage in Mass Production of ABS, ESC
• Tires: Production Reaches 830 Mn Units in 2011; Investment Is Expected to Continue to Disseminate Radial Tires Tires: Production Reaches 830 Mn Units in 2011; Investment Is Expected to Continue to Disseminate Radial Tires
• Wheels: Reduced-weight Prompts Rising Demand for Aluminum Products; Anti-dumping Probe to Include Emerging Nations Wheels: Reduced-weight Prompts Rising Demand for Aluminum Products; Anti-dumping Probe to Include Emerging Nations

Parts Makers

• Aisin Seiki: Expands Local Production, Devt Base; Aims to Halve Cost by Increasing Local Procurement Aisin Seiki: Expands Local Production, Devt Base; Aims to Halve Cost by Increasing Local Procurement
• Autoliv: Sales Revenue Composition Ratio of China Operations Rises to 12%; Steps Up Expansion of Local Bases Autoliv: Sales Revenue Composition Ratio of China Operations Rises to 12%; Steps Up Expansion of Local Bases
• Bosch: Strengthens Production, Development Functions; Focuses on Promising Diesel Engine Operations Bosch: Strengthens Production, Development Functions; Focuses on Promising Diesel Engine Operations
• CITIC Dicastal: Aims to Become the World’s Largest Automotive Aluminum Parts Maker After Purchasing Germany’s KSM CITIC Dicastal: Aims to Become the World’s Largest Automotive Aluminum Parts Maker After Purchasing Germany’s KSM
• Delphi: Expands Role of China Through Further Localization of R&D; Actively Engages in Tie-ups with AutomakersDelphi: Expands Role of China Through Further Localization of R&D; Actively Engages in Tie-ups with Automakers
• Komatsu: Sluggish Local Sales due to Rise of Chinese Makers; Price Setting for Compensating Growing Cost Is Upcoming TaskKomatsu: Sluggish Local Sales due to Rise of Chinese Makers; Price Setting for Compensating Growing Cost Is Upcoming Task
• Lear: Expands Seat Production Capacity; Steps Up Base Construction in Anticipation of Vehicle ElectrificationLear: Expands Seat Production Capacity; Steps Up Base Construction in Anticipation of Vehicle Electrification
• Minth Group: Develops Production Bases in China; Aims to Increase Supply to Non-Japanese Clients Minth Group: Develops Production Bases in China; Aims to Increase Supply to Non-Japanese Clients
• Qiming Information: Develops In-vehicle Electronics Through JVs, Tie-ups; Aims for 10 Bn CNY Sales Revenue by 2015 Qiming Information: Develops In-vehicle Electronics Through JVs, Tie-ups; Aims for 10 Bn CNY Sales Revenue by 2015
• Shanghai Edrive: Increases Presence in New-energy Passenger Vehicle Sector; High Cost Is Bottleneck of More Orders Shanghai Edrive: Increases Presence in New-energy Passenger Vehicle Sector; High Cost Is Bottleneck of More Orders
• Webasto: Focuses on Capacity Expansion, Localization to Meet Rising Vehicle Production; Also Emphasizes GCS in ChinaWebasto: Focuses on Capacity Expansion, Localization to Meet Rising Vehicle Production; Also Emphasizes GCS in China
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