COMMERCIAL VEHICLES IN CHINA - A MARKET ANALYSIS

Table of Contents

CHINA CONTACT II
CONTENTS III
INTRODUCTION
Report Coverage
Executive Summary
Glossary
Other Related Reports in the China Contact Series
Free Monthly Online Newsletters
    
1 CHINA’S TRANSPORT MARKET

      1.1 Transport Infrastructure
        1.1.1 Transport Infrastructure: Transport Routes
        1.1.2 Transport Infrastructure: Total Freight Transport
        1.1.3 Transport Infrastructure: Freight Transport by Type
        1.1.4 Transport Infrastructure: Highway Passenger Transport
        1.1.5 Transport Infrastructure: Passenger Transport by Type
        1.1.6 Transport Infrastructure: Road Planning Policy
        1.1.7 Transport Infrastructure: The National Trunk Highway System
        1.1.8 Transport Infrastructure: Emissions Legislation
      1.2 Ownership of Vehicles
        1.2.1 Ownership of Vehicles: Total Vehicle Ownership
        1.2.2 Ownership of Vehicles: Percentage Breakdown of Vehicle Ownership
        1.2.3 Ownership of Vehicles: Growth of Vehicle Ownership
        1.2.4 Ownership of Vehicles: Potential Ownership Trends
    
2 CHINA’S COMMERCIAL VEHICLE MARKET

      2.1 Current Environment
        2.1.1 Current Environment: China and the Asia-Pacific Market
        2.1.2 Current Environment: Trucks
        2.1.3 Current Environment: Buses
        2.1.4 Current Environment: Vans
      2.2 Commercial Vehicle Sales by Value
        2.2.1 Commercial Vehicle Sales by Value: Sector Values
        2.2.2 Commercial Vehicle Sales by Value: Sector Breakdown
        2.2.3 Commercial Vehicle Sales by Value: Sector Growth
      2.3 Commercial Vehicle Sales by Volume
        2.3.1 Commercial Vehicle Sales by Volume: Sector Volumes
        2.3.2 Commercial Vehicle Sales by Volume: Sector Breakdown
        2.3.3 Commercial Vehicle Sales by Volume: Sector Growth
        2.3.4 Commercial Vehicle Sales by Volume: Sales of Trucks and Buses, 2001
        2.3.5 Commercial Vehicle Sales by Volume: Sales of Trucks and Buses, 2002
        2.3.6 Commercial Vehicle Sales by Volume: Forecast Sales of Trucks and Buses, 2003
      2.4 Market Forecast
        2.4.1 Market Forecast: Government Policy
        2.4.2 Market Forecast: Total Sales Value
        2.4.3 Market Forecast: Sales by Sector
        2.4.4 Market Forecast: Sales Breakdown by Sector
        2.4.5 Market Forecast: Sales Growth by Sector
        2.4.6 Market Forecast: Future Players
      2.5 Imports
        2.5.1 Imports: Value
        2.5.2 Imports: Regulations and Tariffs
        2.5.3 Imports: Significance
      2.6 Exports
        2.6.1 Exports: Value
        2.6.2 Exports: Significance
      2.7 Prices
        2.7.1 Prices: Retail Price Indices
        2.7.2 Prices: Average Unit Prices
        2.7.3 Prices: Government Price Controls
        2.7.4 Prices: Import Tariffs
        2.7.5 Prices: Price Cutting Wars
        2.7.6 Prices: Administrative Charges & Taxes
        2.7.7 Prices: Vehicle Retirement Regulations
      2.8 Taxi and Car Hire Markets
        2.8.1 Taxi and Car Hire Markets: Taxi Market Overview
        2.8.2 Taxi and Car Hire Markets: Taxi Companies
        2.8.3 Taxi and Car Hire Markets: Taxi Replacement
        2.8.4 Taxi and Car Hire Markets: Car Hire Market Overview
        2.8.5 Taxi and Car Hire Markets: Government Policy Changes
    
3 COMMERCIAL VEHICLES INDUSTRY PRODUCTION

      3.1 Domestic Production
        3.1.1 Domestic Production: Output by Sector
        3.1.2 Domestic Production: Revenue by Sector
        3.1.3 Domestic Production: Revenue by Sector
        3.1.4 Domestic Production: Forecast Output by Sector
        3.1.5 Domestic Production: Monthly Output by Sector
      3.2 Regional Production
        3.2.1 Regional Production: Regional Light Bus Output Volume
        3.2.2 Regional Production: Regional Bus Output Volume
        3.2.3 Regional Production: Regional Truck Output Volume
      3.3 Key Manufacturers by Revenue
        3.3.1 Key Manufacturers by Revenue: Light Buses
        3.3.2 Key Manufacturers by Revenue: Buses
        3.3.3 Key Manufacturers by Revenue: Trucks
      3.4 Key Manufacturers’ Industry Revenue Shares
        3.4.1 Key Manufacturers’ Industry Revenue Shares: Light Buses
        3.4.2 Key Manufacturers’ Industry Revenue Shares: Buses
        3.4.3 Key Manufacturers’ Industry Revenue Shares: Trucks
      3.5 Key Manufacturers’ Industry Profit Shares
        3.5.1 Key Manufacturers’ Industry Profit Shares: Light Buses
        3.5.2 Key Manufacturers’ Industry Profit Shares: Buses
        3.5.3 Key Manufacturers’ Industry Profit Shares: Trucks
      3.6 Key Manufacturers’ Profitability
        3.6.1 Key Manufacturers’ Profitability: Light Buses
        3.6.2 Key Manufacturers’ Profitability: Buses
        3.6.3 Key Manufacturers’ Profitability: Trucks
      3.7 Key Manufacturers’ Revenue Per Employee
        3.7.1 Key Manufacturers’ Revenue Per Employee: Light Buses
        3.7.2 Key Manufacturers’ Revenue Per Employee: Buses
        3.7.3 Key Manufacturers’ Revenue Per Employee: Trucks
      3.8 Number of Manufacturers
        3.8.1 Number of Manufacturers: Total Manufacturers in China
        3.8.2 Number of Manufacturers: Foreign Manufacturers in China
      3.9 Key Industry Issues
        3.9.1 Key Industry Issues: Government Policy
        3.9.2 Key Industry Issues: Localisation
        3.9.3 Key Industry Issues: Registration and Project Approval
        3.9.4 Key Industry Issues: WTO
        3.9.5 Key Industry Issues: Counterfeit Parts and Copycat Manufacturing
        3.9.6 Key Industry Issues: Vehicle Emissions
        3.9.7 Key Industry Issues: Diesel Engines
        3.9.8 Key Industry Issues: LPG Fuel
        3.9.9 Key Industry Issues: CNG and LNG Fuel
         3.9.10 Key Industry Issues: LLH Fuel
         3.9.11 Key Industry Issues: Electric Vehicles
         3.9.12 Key Industry Issues: Scrapping Old Vehicles
         3.9.13 Key Industry Issues: Petrol Stations
         3.9.14 Key Industry Issues: Vehicle Registration and Ownership Regulations
    
4 MARKETING AND DISTRIBUTION

      4.1 Retail Environment
        4.1.1 Retail Environment: Retail Sales by Outlet Type
        4.1.2 Retail Environment: After Sales Service
        4.1.3 Retail Environment: Auto Shows
        4.1.4 Retail Environment: Dealerships
        4.1.5 Retail Environment: Used-Auto Dealerships
        4.1.6 Retail Environment: Manufacturer Dealerships
        4.1.7 Retail Environment: Second-Hand Market
        4.1.8 Retail Environment: The Black Market
      4.2 Auto Insurance
        4.2.1 Auto Insurance: Overview
        4.2.2 Auto Insurance: Local Companies
        4.2.3 Auto Insurance: Warranties
      4.3 Auto Loans
        4.3.1 Auto Loans: Overview
        4.3.2 Auto Loans: New Rules for Foreign Firms
        4.3.3 Auto Loans: Application Process
        4.3.4 Auto Loans: Continuing Obstacles
        4.3.5 Auto Loans: Outlook
      4.4 Wholesale Distribution
    
5 SWOT ANALYSIS

      5.1 Strengths
      5.2 Weaknesses
      5.3 Opportunities
      5.4 Threats
    
6 MAJOR COMPANY PROFILES

      6.1 Anhui Jianghuai Automobile Chassis Co., Ltd. (JAC)
        6.1.1 JAC: Company Details
        6.1.2 JAC: Company Background
        6.1.3 JAC: Current Operations
        6.1.4 JAC: Financial Results
      6.2 Baoding Great Wall Automobile Co., Ltd.
        6.2.1 Great Wall: Company Details
        6.2.2 Great Wall: Current Operations
      6.3 Beijing Automotive Industry Corporation Ltd. (BAIC)
        6.3.1 BAIC: Company Details
        6.3.2 BAIC: Company Background
        6.3.3 BAIC: Current Operations
      6.4 Beiqi Futian Automobile Co., Ltd.
        6.4.1 Futian: Company Details
        6.4.2 Futian: Company Background
        6.4.3 Futian: Current Operations
        6.4.4 Futian: Financial Results
        6.4.5 Futian: Future Strategy
      6.5 Brilliance China Automotive Holdings
        6.5.1 Brilliance: Company Details
        6.5.2 Brilliance: Company Background
        6.5.3 Brilliance: Current Operations
        6.5.4 Brilliance: Financial Results
      6.5 Changchun First Automobile Works (FAW) Car Stock Ltd. Corporation
        6.5.1 FAW: Company Details
        6.5.2 FAW: Company History
        6.5.3 FAW: Current Operations
        6.5.5 FAW: Financial Results
        6.5.6 FAW: Future Strategies
      6.6 China Aviation Industry Corporation (CAIC)
        6.6.1 CAIC: Company Details
        6.6.2 CAIC: Company Background
        6.6.3 CAIC: Vehicle Operations
      6.7 China National Heavy-Duty Truck Corporation (CNHTC)
        6.7.1 CNHTC: Company Details
        6.7.2 CNHTC: Company Background
        6.7.3 CNHTC: Current Operations
        6.7.4 CNHTC: Financial Results
      6.8 China North Industries (NORINCO) Vehicle Works
        6.8.1 NORINCO: Company Details
        6.8.2 NORINCO: Company Background
      6.9 China Space Industry Corporation (CSIC)
        6.9.1 CSIC: Company Details
        6.9.2 CSIC: Company Background
        6.9.3 CSIC: Guizhou-Subaru
       6.10 Chongqing Chang’an Automobile Co., Ltd.
         6.10.1 Chang’an: Company Details
         6.10.2 Chang’an: Company Background
         6.10.3 Chang’an: Current Operations
         6.10.4 Chang’an: Financial Results
       6.11 Chongqing Heavy Vehicle Co., Ltd. (CQHV)
         6.11.1 CQHV: Company Details
         6.12.2 CQHV: Company Background
         6.12.3 CQHV: Current Operations
         6.12.4 CQHV: Future Strategy
       6.13 Cummins Inc.
         6.13.1 Cummins: Company Details
         6.13.2 Cummins: Company Background
         6.13.3 Cummins: China Operations
         6.13.4 Cummins: Financial Results
       6.14 Daewoo Group
         6.14.1 Daewoo: Company Details
         6.14.2 Daewoo: Company Background
         6.14.3 Daewoo: China Operations
         6.14.4 Daewoo Group: Financial Results
         6.14.5 Daewoo Group: Future Strategy
       6.15 Daihatsu Motor Company
         6.15.1 Daihatsu: Company Details
         6.15.2 Daihatsu: Company Background
         6.15.3 Daihatsu: China Operations
         6.15.4 Daihatsu: Financial Results
       6.16 DaimlerChrysler AG
         6.16.1 DaimlerChrysler: Company Details
         6.16.2 DaimlerChrysler: Company Background
         6.16.3 DaimlerChrysler: China Operations
         6.16.4 DaimlerChrysler: Financial Results
         6.16.4 DaimlerChrysler: Future Strategy
       6.17 Denway Motors Ltd.
         6.17.1 Denway Motors: Contact Details
         6.17.2 Denway Motors: Company Background
         6.17.3 Denway Motors: China Operations
         6.17.4 Denway Motors: Financial Results
         6.17.5 Denway Motors: Future Stategy
       6.18 Dongfeng Motor Company Ltd.
         6.18.1 Dongfeng: Contact Details
         6.18.2 Dongfeng: Company Background
         6.18.3 Dongfeng: Current Operations
         6.18.4 Dongfeng: Financial Results
       6.19 Dongnan (Southeast) Fujian Automobile Co., Ltd.
         6.19.1 Dongnan: Company Details
         6.19.2 Dongnan: Company Background
         6.19.3 Dongnan: Current Environment
       6.20 Fiat Auto SpA
         6.20.1 Fiat: Company Details
         6.20.2 Fiat: Company Background
         6.20.3 Fiat: China Operations: Nanjing Iveco
         6.20.4 Fiat China Operations: Changjiang Iveco
         6.20.5 Fiat: China Operations – Other Joint Ventures
         6.20.6 Fiat: Future Strategy
         6.20.7 Fiat: Financial Summary
       6.21 Ford Motor Company
         6.21.1 Ford: Company Details
         6.21.2 Ford: Company Background
         6.21.3 Ford: China Operations
         6.21.4 Ford: Financial Summary
       6.22 Geely Group
         6.22.1 Geely: Contact Details
         6.22.2 Geely: Company Background
         6.22.3 Geely: Current Operations
         6.22.4 Geely: Future Strategy
       6.23 General Motors China, Inc./Shanghai GM
         6.23.1 GM: Company Details
         6.23.2 GM: Group Background
         6.23.3 GM: China Operations
         6.23.4 GM: Shanghai GM/Buick Operations
         6.23.5 GM: Financial Services
         6.23.6 GM: Financial Summary
         6.23.7 GM: Future Strategy
       6.24 Hyundai Motor Company
         6.24.1 Hyundai: Company Details
         6.24.2 Hyundai: Company Background
         6.24.3 Hyundai: China Operations
         6.24.4 Hyundai: Financial Summary
       6.25 Isuzu
         6.25.1 Isuzu: Company Details
         6.25.2 Isuzu: Company Background
         6.25.3 Isuzu: China Operations - Joint Ventures
         6.25.4 Isuzu: China Operations – Imports and Exports
         6.25.5 Isuzu: Future Strategy
       6.26 Jiangling Motors Co. Ltd.
         6.26.1 Jiangling Motors: Company Details
         6.26.2 Jiangling Motors: Company Background
         6.26.3 Jiangling Motors: Current Operations
         6.26.4 Jiangling Motors: Financial Results
         6.26.5 Jiangling Motors: Future Strategy
       6.27 Jiangsu Peony Automobile Group Co., Ltd.
         6.27.1 Peony: Company Details
         6.27.2 Peony: Company Background & Current Operations
         6.27.3 Peony: Future Strategy
       6.28 Jiangsu Yaxing (Asia-Star) Bus Group Co., Ltd.
         6.28.1 Yaxing: Company Details
         6.28.2 Yaxing: Company Background
         6.28.3 Yaxing: Current Operations
       6.29 Jinbei GM Automotive Company Ltd.
         6.29.1 Jinbei: Company Details
         6.29.2 Jinbei: Company Background
         6.29.3 Jinbei: Current Operations
       6.30 MAN Nutzfahrzeuge AG
         6.30.1 MAN: Contact Details
         6.30.2 MAN: Company Background and China Operations
         6.30.3 MAN: Future Strategy
       6.31 Mitsubishi Motor Corporation/Harbin Automotive
         6.31.1 Mitsubishi: Company Details
         6.31.2 Mitsubishi: Company Background
         6.31.3 Mitsubishi: China Operations
         6.31.4 Mitsubishi Fuso Truck & Bus Corporation
         6.31.5 Mitsubishi: Financial Summary
       6.32 Nanjing Automobile Corporation
         6.32.1 Nanjing Auto: Company Details
         6.32.2 Nanjing Auto: Company Background
         6.32.3 Nanjing Auto: Current Operations
         6.32.4 Nanjing Auto: Future Strategy
         6.33.1 Nissan Motor Company
         6.33.1 Nissan: Company Details
         6.33.2 Nissan: Company Background
         6.33.3 Nissan: China Operations
         6.33.4 Nissan: Financial Results
       6.34 Qingling Automobile Group Co., Ltd.
         6.34.1 Qingling Motors: Company Details
         6.34.2 Qingling Motors: Company Background
         6.34.3 Qingling Motors: Current Operations
       6.35 Renault
         6.35.1 Renault: Company Details
         6.35.2 Renault: Company Background
         6.35.3 Renault: China Operations
         6.35.4 Renault: Renault and Dongfeng
         6.35.5 Renault: Financial Summary
       6.36 Sanhuan Shitong Special Automobile Co., Ltd.
         6.36.1 Sanhuan Shitong: Company Details
         6.36.2 Sanhuan Shitong: Company Background
         6.36.3 Sanhuan Shitong: Current Operations
       6.37 Shanghai Automotive Industry (Group) Corporation (SAIC)
         6.37.1 SAIC: Company Details
         6.37.2 SAIC: Company Background
         6.37.3 SAIC: Current Operations
         6.37.4 SAIC: Financial Results
       6.38 Tianjin FAW Xiali Automotive Industry Co
         6.38.1 TAIC: Company Details
         6.38.2 TAIC: Company Background
         6.38.3 TAIC: Vehicle Production
         6.38.4 TAIC: Financial Results
       6.39 Toyota Motor Company
         6.39.1 Toyota: Company Details
         6.39.2 Toyota: Company Background
         6.39.3 Toyota: China Operations
         6.39.4 Toyota: Financial Summary
       6.40 Volkswagen AG/Shanghai Volkswagen Automotive Company Ltd.
         6.40.1 VW/Shanghai VW: Company Details
         6.40.2 Volkswagen AG: Company Background
         6.40.3 Volkswagen AG: Shanghai Volkswagen Company Background
         6.40.4 Volkswagen AG: China Vehicle Production
         6.40.5 Volkswagen AG: Financial Results
       6.41 Volvo Group
         6.41.1 Volvo: Company Details
         6.41.2 Volvo: Company Background
         6.41.3 Volvo: Current Operations
         6.41.5 Volvo: Future Strategy
       6.42 Yuejin Motor Group
         6.42.1 Yuejin: Company Details
         6.42.2 Yuejin: Company Background
         6.42.3 Yuejin: Current Operations
       6.43 Zhengzhou Yutong Bus Co., Ltd.
         6.43.1 Yutong Bus: Company Details
         6.43.2 Yutong Bus: Company Background
         6.43.3 Yutong Bus: Current Operations
         6.43.4 Yutong Bus: Financial Results
       6.44 Other Local Companies
    
7 CONTACTS

      7.1 Chinese Government Organisations
        7.1.1 Ministry of Machinery Industry (MMI)
        7.1.2 The Ministry of Commerce (MOFCOM)
        7.1.3 China State Office of Machinery & Electronics Products Import and Export
        7.1.4 General Administration of Customs
      7.2 Trade Promotion Organisations and Associations
        7.2.1 China Association of Auto Manufacturers
        7.2.2 China Council for the Promotion of International Trade (CCPIT)/China Chamber of International Commerce
        7.2.3 Information Center of Beijing Automotive Industry
      7.3 Exhibitions and Trade Shows

APPENDIX - MARKET BACKGROUND

A.1 Fast Facts
A.2 Regions of China
A.3 Demographics
A.3.1 Demographics: Total Population
A.3.2 Demographics: Population by Location
A.3.3 Demographics: Population Breakdown by Location
A.3.4 Demographics: Population by Province
A.3.5 Demographics: Population Density by Province
A.3.6 Demographics: Population Concentration
A.3.7 Demographics: Population by Gender
A.3.8 Demographics: Population by Age Group
A.4 Consumer Attitudes
A.4.1 Consumer Attitudes: Overview
A.4.2 Consumer Attitudes: Response to Political Change
A.4.2 Consumer Attitudes: Response to Economic Change
A.4.3 Consumer Attitudes: Changes in Lifestyle
A.5 Consumer Wealth
A.5.1 Consumer Wealth: GDP and Cost of Living
A.5.2 Consumer Wealth: Provincial Differences in GDP
A.5.3 Consumer Wealth: GDP Growth by Province
A.5.4 Consumer Wealth: GDP Per Capita by Province
A.5.5 Consumer Wealth: Concentration of Wealth by Province
A.5.6 Consumer Wealth: The Major Cities
A.6 Households
A.6.1 Households: Overview of Household Conditions
A.6.2 Households: Total Households by Size
A.6.3 Households: Total households by Urban/Rural Split
A.6.4 Households: Income Earners Per Household
A.7 Employment
A.7.1 Employment: Number of Workers by Sector
A.7.2 Employment: Growth by Sector
A.7.3 Employment: Number of Workers by Gender
A.7.3 Employment: Number of Workers by Habitation
A.7.4 Employment: Urban Unemployment
A.8 Consumer Income
A.8.1 Consumer Income: Average Incomes by Sector
A.8.2 Consumer Income: Growth by Sector
A.8.3 Consumer Income: Average Incomes by Region
A.8.4 Consumer Income: Growth by Region
A.9 Consumer Market
A.9.1 Consumer Market: Spending Trends
A.9.2 Consumer Market: Per Capita Consumer Expenditure
A.9.3 Consumer Market: Retail Sales and Consumer Spending
A.9.4 Consumer Market: Urban Income and Spending Compared
A.9.5 Consumer Market: Average Urban Weekly Shopping Basket
A.9.6 Consumer Market: Average Rural Weekly Shopping Basket
A.9.7 Consumer Market: Average Urban & Rural Weekly Shopping Baskets Compared
A.10 Exchange Rates
A.10.1 Exchange Rates: China
A.10.2 Exchange Rates: Hong Kong