ロシアの自動車アフターマーケット市場の戦略的概要・予測：～2024年

経済成長の鈍化と購買力の低下により、中古車の販売台数が増加し、10年以上の年数を経過した中古車の保有台数が拡大しています。これらの車両はより修理・サービスの要件が高く、さらに、独自の地形や厳しい気候条件がサスペンション、ブレーキ、タイヤなどの部品の損耗を高めるため、アフターマーケット関連事業者にとっては収益機会が増大しています。ロシアの部品交換による収益規模は2024年にかけて6.4%のCAGR (年間複合成長率) で推移すると予測されています。

当レポートでは、ロシアの自動車アフターマーケットの市場を調査し、ロシアの市場背景、主要政策・法規制、新車・中古車の販売台数、自動車走行台数 (VIO) の推移、需要影響因子の分析、交換部品収益の予測、新しいアフターマーケットのビジネスモデル、主要企業のプロファイル、成長機会の分析、将来の展望などをまとめています。

などをまとめています

第1章 エグゼクティブサマリー

第2章 調査範囲・調査目的・市場区分・調査手法

第3章 市場概要：ロシア

• マクロ経済概要
• 国のハイライト
• 主要政策・法規制

第4章 需要分析・影響因子：ロシア

• 新車販売台数の分析・予測
• 自動車走行台数の予測
• 中古車販売台数の分析
• 自動車走行台数：年数別
• 自動車走行台数：ブランド別
• 主要成長推進因子

第5章 部品の分析

• 主要部品の買い替え率
• 製造業者レベルの部品収益

第6章 流通経路の分析

• LVアフターマーケット：流通経路別の収益シェア
• LVアフターマーケット：主要流通業者
• FITサービス：企業概要

第7章 主要サプライヤー

• LVアフターマーケット：主要サプライヤー

第8章 主要OEMの戦略

• OEM戦略
• アフターマーケットにおけるLADAのプレゼンス
• Hyundai：サービス&アフターマーケット戦略
• 新しいビジネスモデル・技術

第9章 新しいアフターマーケットビジネスモデル

• eCommerce・オンライン小売：定義
• 企業概要：Exist.ru
• 企業概要：Emex.ru
• 企業概要：Autodoc
• 企業概要：Euroauto
• 企業概要：Autocity
• 企業概要：Lada-original

第10章 成長機会・推奨行動

• 成長機会：国による支援拡大と経済回復
• 成功・成長の戦略的必須要件

第11章 総論・将来の展望

• 総論・将来の展望
• 総論：三大予測
• 免責事項

第12章 付録

Parts Replacement Revenue to Grow at a CAGR of 6.4% by 2024

This research study provides the growth prospects for the Russian automotive aftermarket, covering the Class 1-3 vehicles aftermarket in terms of volume (million units) and value (€ million). The base year for analysis is 2017 and the forecast period is 2018-2024. It includes analyses of vehicles in operation, new and used vehicle sales, and parts replacement revenues in the automotive aftermarket. The study discusses industry challenges and the growth opportunities offered by new and used car markets in the aftermarket ecosystem. It also includes the profiles of major aftermarket participants such as FIT service, Lada, Exist.ru, Emex.ru, Autodoc, Euroauto, and Autocity.

Plunging oil prices, combined with international sanctions imposed on Russia, pushed the economy to a mild recession in 2015. The economy is on the road to recovery; however, the growth rate is expected to be moderate during the forecast period. Slow economic growth and reduced purchasing power lead to an increase in used vehicle sales and high concentration of >10-year-old vehicle parc. These vehicles have higher service requirements. Moreover, the rough terrain and harsh climatic conditions further increase the wear and tear of vehicles components such as suspension, brakes, tires, filters, and other components. This increases the revenue potential for aftermarket participants.

The automotive sector is favored by various state support mechanisms such as scrappage schemes, trade-in programs, auto credit, and leasing subsidies. These schemes were effective to a certain level during the crisis period and, if extended, will benefit the auto sales market and bring it back to the pre-economic crisis levels in the long-term period.

The introduction of various state measures such as tax exemptions and subsidies for logistics and certification procedures aims to drive localization and increase the level of automotive exports from Russia. These measures, coupled with low currency valuation, will make it profitable for foreign OEMs to establish production bases in Russia and increase their exports to European and Eurasian markets. This will further benefit the components ecosystem, as local suppliers are expected to collaborate with foreign manufacturers to gain the technical know-how involved in the manufacture of complex auto components.

Key Features:

• Estimate the total market opportunity based on a top-down analysis of vehicles in operation, replacement rates, and available pricing data

• Identify the top automotive parts distributors and service providers in the Russian automotive aftermarket

• Identify the growth opportunities and challenges that exist within the Russian automotive aftermarket and how they would impact the market participants

Key Issues Addressed:

• What is the short- to medium-term outlook for the Russian automotive aftermarket?

• What is the structure of the Russian automotive aftermarket? Who are the key industry participants?

• Which are the products and services that will offer the highest growth opportunities?

• How is the competitive landscape changing and how is it expected to evolve?

Table of Contents

1. EXECUTIVE SUMMARY

• Key Findings
• Automotive Aftermarket Profile-Russia
• Parts Size-Russia
• Key Findings and Future Outlook-Russia

2. RESEARCH SCOPE, OBJECTIVES, SEGMENTATION, AND METHODOLOGY

• Research Scope
• Research Aim and Objectives
• Key Questions this Study will Answer
• Vehicle Segmentation
• Research Methodology

3. MARKET OVERVIEW-RUSSIA

• Macro-economic Overview
• Country Highlights
• Key Policies and Regulations

4. DEMAND ANALYSIS AND INFLUENCERS-RUSSIA

• New Vehicle Sales Analysis and Outlook
• VIO Forecast
• Used Car Sales Analysis
• VIO by Age
• VIO by Brand
• Key Growth Drivers

5. PARTS ANALYSIS

• Replacement Rate of Select Parts
• Manufacturer-level Replacement Parts Revenue

6. DISTRIBUTION CHANNEL ANALYSIS

• LV Aftermarket-Percent Revenue by Distribution Channel
• LV Aftermarket-Key LV Distributors in Russia
• FIT Service-Company Overview

7. KEY SUPPLIERS

• LV Aftermarket-Key Suppliers

8. KEY OEM STRATEGIES

• OEM Strategies
• LADA's Presence in Aftermarket
• Hyundai Service and Aftermarket Strategy
• New Business Models and Technology

9. NEW AFTERMARKET BUSINESS MODELS

• eCommerce and Online Retail Definitions
• Exist.ru-Company Overview
• Emex.ru-Company Overview
• Autodoc-Company Overview
• Euroauto-Company Overview
• Autocity-Company Overview
• Lada-original-Company Overview

10. GROWTH OPPORTUNITIES AND COMPANIES TO ACTION

• Growth Opportunity-Increased State Support and Economic Recovery
• Strategic Imperatives for Success and Growth

11. CONCLUSION AND FUTURE OUTLOOK

• Key Conclusions and Future Outlook
• The Last Word-3 Big Predictions
• Legal Disclaimer

12. APPENDIX

• List of Exhibits
• List of Exhibits (continued)