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市場調査レポート

中国の自動車部品サプライヤー

The Chinese Automotive Supplier Report

発行 IHS SupplierBusiness 商品コード 296896
出版日 ページ情報 英文 440 Pages
納期: 即日から翌営業日
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本日の銀行送金レート: 1USD=104.18円で換算しております。
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中国の自動車部品サプライヤー The Chinese Automotive Supplier Report
出版日: 2016年04月26日 ページ情報: 英文 440 Pages
概要

当レポートでは、中国の自動車部品産業の経済状況について調査分析し、サプライベースに焦点を当てて、マクロ経済環境 (販売、生産、輸出入) 、OEM活動について検証するほか、中国を拠点とするサプライヤー (世界のサプライヤーを含む)のプロファイルなど、体系的な情報を提供しています。

マクロ経済の概要

  • 経済分析
  • 景気見通し

小型自動車の販売実績と見通し

  • 市場分析:発展と政策
  • 渋滞・公害規制
  • 市場見通し
  • 需要の地理的分布
  • 嗜好の変化と価格設定
  • 消費者の選好

小型自動車の生産実績と見通し

  • 中国の自動車産業の本質
  • 過剰生産のリスク?
  • 生産見通し
  • 中国の自動車生産の地理的分布の進化
  • 輸出の見通し

OEM活動とサプライヤー管理

  • 市場構造の変化
  • 民間企業
  • 先発企業
  • OEMの断片化
  • 後進のサプライベースから調達
  • 構造の変化
  • 現地のサプライベースから調達
  • 国内の自動車メーカーの調達
  • 外国のOEMの調達
  • 輸入

OEM上位10社の概要

  • VOLKSWAGEN
  • CHANGAN (Fordを含む)
  • DONGFENG (Renault-Nissan、PSAを含む)
  • SAIC-GM-WULING
  • GENERAL MOTORS
  • HYUNDAI-KIA
  • BEIJING AUTO (Beijing-Benzを含む)
  • トヨタ自動車
  • FAW
  • GREAT WALL

中国のサプライベースに対する最近の発展と見通し

  • 風当たりが強い収益性
  • サプライベース構造
  • 外国のサプライヤー
  • 課題
  • M&A活動

サプライヤープロファイル

図表

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目次

The Chinese Automotive Supplier Report looks at the economics of the automotive industry in China, particularly relating to the supply base. It provides an overview of the macroeconomic environment including vehicle sales, production, imports and exports. In addition, the report looks at OEMs' activity, relations with the supply base. This research utilises IHS Automotive's Light-Vehicle Production Forecasts; the industry standard for automotive forecasting and analysis.

The report also includes an appendix of 85 supplier profiles from China-based suppliers or the Chinese operations of global suppliers. These profiles provide you with relevant data on corporate strategy, investments, product offerings and contact information all built from SupplierBusiness research. Many profiles also map out relevant automotive manufacturing and R&D locations for the supplier.

Background to this report

Following the astonishing growth of 2008-2013, the slowing demand is affecting production levels in the short term with an increasing number of plants operating well below optimal capacity. Continued growth in capacity with foreign and domestic investment despite a slowing market has created concerns about the sustainability of the operations of some automakers and the profitability of car production in China. Local authorities at all levels have contributed to the capacity growth as they seek to attract automotive investment via various forms of incentives for automakers.

Incentives are being offered to both privately owned and state-owned enterprises (SOEs), which in some instances provides some 20% of the carmaker's bottom line. Despite short-term concerns and volatility, the outlook to 2020 for light vehicle production remains largely positive as local demand should support the achievement of the 30 million unit threshold by 2020. Increased localization is occurring both in premium segments and at the bottom end of the market as foreign carmakers seek to compete with domestic carmakers in entry-level vehicle segments.

Excess inventory and lack of demand is putting pressure on pricing, therefore forcing carmakers to find every possible cost efficiency such as relocating production to more remote regions of the country, which would also allow to tap demand from emerging cities.Investment pattern follows proximity to tier three and tier five cities in the west of the country or in proximity to larger municipalities areas. Changsha and Chengdu have recorded a six-fold increase in capacity between 2011 and 2015, also thanks to aggressive incentives being offered to OEMs localizing production there. Chinese carmakers export operations are being challenged by the lack of demand in key export destinations in Brazil and Russia as well as issues faced in established markets due to recall campaigns and consumer quality concerns.

Table of Contents

Macroeconomic Overview

  • Economic review
  • Economic outlook

Light vehicle sales review and outlook

  • Market review: developments and policies
  • Congestion and pollution regulation
  • Market Outlook
  • Geography of demand
  • Shifting tastes and pricing
  • Consumer preferences

Light Vehicle Production Review and Outlook

  • China car industry roots
  • Overcapacity risk?
  • Production Outlook
  • Evolving geography of Chinese car production
  • Outlook for exports

OEM activity and supplier management

  • Changes in market structure
  • Private enterprises
  • First-movers
    • Ford
    • Premium OEMs' activity
    • Japanese carmakers
    • Renault-Nissan
    • Chrysler-Fiat
    • Hyundai-Kia
  • Increasing OEM fragmentation
  • Sourcing from an underdeveloped supply base
  • Structural changes
  • Sourcing from the local supply base
  • Domestic carmakers' sourcing
  • Foreign OEM sourcing
  • Imports

Top-10 OEM Overview

  • VOLKSWAGEN
  • CHANGAN (including Ford)
  • DONGFENG (incl. Renault-Nissan and PSA)
  • SAIC-GM-WULING
  • GENERAL MOTORS
  • HYUNDAI-KIA
  • BEIJING AUTO (incl. Beijing-Benz)
  • TOYOTA
  • FAW
  • GREAT WALL

Recent Developments and Outlook for the Chinese Supply Base

  • Profitability under attack
  • Supply base structure
  • Foreign suppliers
  • Challenges
  • M&A activity

Supplier Profiles - Global Tier-1 China Operations

Supplier Profiles - Local Companies

Figures

  • Figure 1: China Real GDP Per Capita, (USD) and Growth Rate: Real GDP
  • Per Capita (%) (2011-2019)
  • Figure 2: China's Light vehicle Sales forecast by regional origin
  • Figure 3: China light vehicle production volumes and installed capacity
  • Figure 4: Map of China's five main automotive clusters (North, South, Shanghai, Central, Western)

Tables

  • Table 1: China Top-10 OEMs by Design Parent Production Forecast (2014-2019)
  • Table 2: Top 24 Light Vehicles Manufactured in China with Forecast (2016-2019)
  • Table 3: Production Capacity for top 10 Municipalities in China
  • Table 4: List of foreign joint-venture partnerships operating in China
  • Table 5: Top 10 Manufacturers in China in 2000 and 2014
  • Table 6: Volkswagen China Light Vehicle Production (2014-2019)
  • Table 7: Changan (including Ford) Light Vehicle Production (2014-2019)
  • Table 8: Dongfeng (incl. Renault-Nissan and PSA) Light Vehicle Production (2014-2019)
  • Table 9: SAIC-GM-Wuling Light Vehicle Production (2014-2019)
  • Table 10: General Motors China Light Vehicle Production (2014-2019)
  • Table 11: Hyundai-Kia China Light Vehicle Production (2014-2019)
  • Table 12: Beijing Auto (incl. Beijing-Benz) Light Vehicle Production (2014-2019)
  • Table 13: Toyota China Light Vehicle Production (2014-2019)
  • Table 14: Volkswagen China Manufacturers Light Vehicle Production (2014-2019)
  • Table 15: Great Wall Light Vehicle Production (2014-2019)
  • Table 16: Key recent investment events involving Chinese suppliers, including local investments

Supplier Profiles - Global Tier-1 China Operations

  • Aisin Seiki
  • Autoliv
  • Bosch
  • Continental
  • Delphi
  • Denso
  • Faurecia
  • GKN
  • Johnson Controls
  • JTEKT
  • Lear
  • Magna
  • Magneti Marelli
  • MAHLE
  • Sumitomo Electric
  • Valeo
  • Yazaki
  • ZF

Supplier Profiles - Local Companies

  • Changchun Bulb
  • China VIE
  • China Wheel
  • Dong'An Power
  • Dongfeng Technology
  • Double Coin
  • Double Star
  • Fangda Tegang (formerly Jiangxi Changli)
  • FAWAY
  • FAWER
  • Fengfan
  • Foshan Lighting
  • Fujian Longxi
  • Fuyao
  • Greatoo
  • Guangdong Hongteo
  • Guangdong Hongtu
  • Guizhou Guihang
  • Guizhou Tyre
  • Hangsheng Electronics
  • Hangzhou Advance
  • Hangzhou ZhongCe
  • Hefei Axle
  • Henan THB
  • Henan Xixia
  • Hengli (Yueuang)
  • Jiangnan MPT
  • Jiangsu Sihong
  • Jiangsu Wenguang
  • Jiangyin Xietong
  • Jinheng
  • Joyson Electronics
  • Kunming Yunnei
  • Linhai
  • Liuzhou Lihe
  • Lizhong Wheel
  • Longji Machinery
  • Nanning Baling
  • Ningbo Huaxiang
  • Ningbo Shenglong
  • Ningbo Shuanglin
  • Ningbo Swell
  • Ningbo Tianli
  • Ningjiang Shanchuan
  • Pacific Forging
  • Prestolite
  • Qingdao Yellowsea
  • Quanchai
  • Shandong Houfeng
  • Shandong Huijin
  • Shandong Laidong
  • Shandong Linglong
  • Shandong Sangong
  • Shandong Tongchuang
  • Shandong Xinya
  • Shye Shyang
  • Sichuan Bohong
  • South China Tire
  • Spacekey
  • Wuhu Bethel
  • Wuxi Diesel
  • Xi'an Brakes
  • Yangzhou Shenzhou
  • Yu'an-Sokon
  • Yuhuan Kailing
  • Zhejiang Wanda
  • Zhenting Jinggong
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