FOURIN China Automotive Intelligence
Report description
The FOURIN China Automotive Intelligence (FCAI) is a monthly publication providing full coverage of the Chinese automotive industry and market. Based on our special contract with the China Association of Automobile Manufacturers (CAAM), FOURIN is the only company which provides reports and data based on official production/sales/import/export statistics from China. The FCAI will reveal for you current trends and challenges of China's automotive industry and market.
This is an annual subscription of 12 monthly issues of printable PDF reports (user registration is required at supplier's website).
Table of contents
February 2012 issue
SPECIAL REPORTS
- Vehicle Production Capacity
More Stringent Licensing Drives Capacity Boom Inland; Total to Reach 47 Mn in 2015, 52 Mn in 2020
Vehicle production capacity in China reached 27.96 million units in 2011 and is expected to increase to 47.79 million in 2015 and 52.36 million in 2020. Although FOURIN’s estimate for 2015 was 40.94 million units a year ago, another approximately 7 million units were added to capacity expansion plans within the past year, indicating automakers’ stance toward continued facility expansion in order to increase their presence in China. However, these figures are totalized planned capacity volumes of automakers (some estimates by FOURIN are included) based on company PR materials and various media sources as of February 2012. At this stage, it is unclear whether the number of approvals by the central government is actually decreasing despite concerns over overinvestment in the automotive industry. After operating rate rose to 85 percent in 2010, the highest figure in the past ten years, it took a significant tumble to 66 percent in 2011, making the central government, which is concerned about overcapacity, cautious about approving various automakers’ capacity expansion plans.
VEHICLE MAKERS
- Jianghuai Automobile
Business Strategy: Reinforces Commercial Vehicle Op at Home; Sets Up Passenger Vehicle Plant in Brazil to Meet Rising Export - Haima Automobile
Business Strategy: Aims to Sell 1 Mn Units in 2015; Differentiates and Steps Up Product Launches of Haikou, Zhengzhou Plants - 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 - Zotye Auto
Business Strategy: Expands Sales Network, Capacity to Reach 900,000-unit Target in 2015; Continues EV Commercialization - Hawtai Automobile
Business Strategy: Under New Management, Advances Closer Tie-ups, Lineup, Operations Abroad to Realize 2 Mn Units in 2020 - Foreign Automaker 1
Ford: Parts Ways with Mazda in China; Announces Product, Powertrain Strategy in an Aim to Become One of Top 4 in Sales - Foreign Automaker 2
MAN: Aims for 200,000-unit Sales Under Sitrak Brand in 2018; Strategy Change Attracts Attention After VW Takeover
Motorcycles etc. - Crane Trucks: Market in 2011 Rose 0.1% YOY to 35,000 Units; Revival Is Expected in 2012 Thanks to Monetary Easing
NEW ENERGY
- Makers/Products
BAIC Group: Develops Tie-ups, Battery / Motor Production System to Reach 5,000 Units in New-energy Vehicle Sales in 2012
Materials etc.
Battery Materials: Focus Is On Expanding Demand for Eco Vehicle Batteries; Intensification of Mass-production System Devt
PARTS INDUSTRY
Sector
- Electronic Control System: Foreigners Step Up Local Development; Locals Poised to Compete Through Tie-ups
- Chinese Supplier
Qiming Information: Develops In-vehicle Electronics Through JVs, Tie-ups; Aims for 10 Bn CNY Sales Revenue by 2015 - Foreign Supplier 1
Bosch: Strengthens Production, Development Functions; Focuses on Promising Diesel Engine Operations - Foreign Supplier 2
Delphi: Expands Role of China Through Further Localization of R&D; Actively Engages in Tie-ups with Automakers
INDUSTRY / POLICY / MARKET
Policy
R&D Support: Rise in New-energy Vehicle Devt Assistance to Improve Technology of Private Companies, Protect Local Enterprises
Market
SUV Market: Compacts Become Mainstream, Downsizing Is Upcoming Trend, Products Under Local Brands Launched Rapidly





