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Profit edges deteriorate within the consumer price index and the tall volatility of stock market abundance within a flavor of elaborate commercial factors that interfere with, the 2008 automobile market shall become a “turning point of the year” or “adjustment year”?

“I look frontwards to that in 2008 the prospects for the automotive development neutral.” Cazenove Asia analyst with the automotive and makeup groundwork June 4 Yerin advised reporters.

Passenger cars – the lower end of the market impact

Cazenove Asia, as showed by the written knowledge gave by the Chinese commuter motor vehicle market in the 2007 expansion rate of more than 20% of the instances, the low-end compact motor vehicle (A0 level) for the opposing expansion rate of 11%; compact motor vehicle for the 10% expansion rate . Yerin consider this circumstances will carry on in 2008, the low-end automobile market will be affected.

Yerin think, onto the one hand because the majority of the Chinese car market, car or house, the volume of cars are the primary considerations; onto the else hand, because a lot brands focus onto low-end product rope, engine, safety, etc. technology was not very satisfactory, gasoline consumption has also failed towards reflect the advantages of low cars.

Dongfeng Motor Yerin nice comparison, because within 2008 via 2009, Dongfeng has six towards seven novel listing, but also high-end products onto the platform, there is assistance onto the edges than, salaries per share shall exceed 35%.

Heavy truck – vertical integration imminent

Yerin looked frontwards to weighty motor truck development in 2008 to about 10 out of 100 complete growth. In her scenery, the agent start in July this year, implementation of the re-Caio Ⅲ emission yardstick guideline will not source clients to pay for in advance. From the purpose of scenery because of the charge advance 4,000 yuan to 5,000 yuan is not many of, a 20-ton cost of cards a month on the unoccupied up to 4,000 yuan to 5,000 yuan.

Yerin at Euro Ⅲ yardstick recommendations earlier to the implementation of power Weichai temper sale; in the fourth quarter of this year, Euro Ⅲ emission benchmarks for the implementation of the mesh after horrid buying CNHTC.

She remarked that the Chinese heavy lorry industry a tall degree of integration, the top three companies accounted for 60% of market share, companies possess vertically integrated supplier capacity. China National Heavy Duty Truck For example, companies such as SAIC Iveco Hongyan engine has its own blueprints towards do.

It is comprehended that the Chinese weighty motor truck, as well as its parent financial gathering is China’s greatest weighty motor truck fabricator, inhabits 21% market share. One of China National Heavy Duty Truck 17 out of 100 share of the market share. Weichai Power is China’s greatest heavy-duty motor truck mechanical devices and makeup equipment motor supplier, the holders of China’s fourth greatest weighty motor truck manufacturers in the bulk of the shares. The statement of radiant recital in 2007 and the first quarter of 2008 development sales expansion of 59% of the written knowledge, a spiky get higher in store costs of both companies.

Parts – M & surprises

The United States and other developed countries continues to depress the automobile market of China’s auto parts industry means more opportunities.

According towards U.S. media reports, General Motors and Ford reported May sales within the United States has plunged significantly. GM collapsed thirty percent, of which 17 percent deteriorate within car sales. Ford sales within May plunged 15.9 percent year-on-year. “The world’s automotive giants would be better towards monitor the Chinese market. Transnational auto companies within previous years, alone introducing the product within China, and already possess the key branches, engines, R & D centers onto the Chinese.” Yelin remarked, “parts manufacturers there shall be many out of a nice opportunity towards go abroad acquisition shall introduce better opportunities. ”

Introduction According towards Ye Lin, China’s biggest flesh and the artistic branches manufacturers Minth Group conversations within Germany this year, the price is halves of last year, and many shall be the acquisition target. Minth Group has acquired the former halves of 2007 at a loss with the United States, into the black at the end of 2007.

“Chinese auto branches businesses from abroad need towards formulate a noticeable strategy, and focus at different levels, also towards consulting the items of implementation, e.g., whether the closure of locally factories.” Yelin said.

It is knowledgeable that China’s auto branches industry many fragmented than the car industry, there is many than 5000 branches and fractions manufacturers, independent zero-step-by-step pieces of the living moods of destitute business. CONSULTATION Anbang analyst newly pointed out that foreign investment within the Chinese automotive fractions market has accounted for many than 60% market share, within the car branches industry accounts for many than 80%.