Shanghai, the Automotive Capital of P.R. ChinaSino-Austrian Economic Forum Shanghai, 22.1.2010, p. 0 of 12

Shanghai, the Automotive Capital of P.R. ChinaSino-Austrian Economic Forum Shanghai, 22.1.2010, p. 1 of 12

Shanghai, the Automotive Capital of P.R. China

Automotive Business Consulting (HK) Limited

香港汽车设备商务咨询有限公司: 香港 -上海 - 维也纳 - 胡志明市

Hong Kong – Shanghai – Vienna – HCM (Partner) – UK (soon)

abc-shanghai.com

2004 - 2010

Dr. Michael Sikora / 施迈克博士

Managing Director /总经理

Shanghai, the Automotive Capital of P.R. ChinaSino-Austrian Economic Forum Shanghai, 22.1.2010, p. 2 of 12

Source: CPCA, China Passenger Car Association, 10.1.2010 Unit: sold passenger vehicles

Automotive Industry in P.R. China is booming

704301

802.302

754.776

829.479

985.600

668507

673055643919

632542

605328

472687

522433

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Y2005 Y2006 Y2007 Y2008 Y2009

Shanghai, the Automotive Capital of P.R. ChinaSino-Austrian Economic Forum Shanghai, 22.1.2010, p. 3 of 12

Source: abc Research

Shanghai´s contribution to P.R. China >8 %

91.7%

4.8%

2.7%

0.6%0.3%0.0%0.0%

8.3%

National total production

Shanghai Volkswagen

Shanghai GM

Shanghai Motor

Shanghai Maple

Shanghai Huizhong

Shanghai Sunwin

National total production 13790994 91.7%

Shanghai total production 1250477 8.3%

Shanghai Volkswagen 716560

Shanghai GM 399680

Shanghai Motor 87927

Shanghai Maple E40000

Shanghai Huizhong 3205

Shanghai Sunwin 3105

Shanghai, the Automotive Capital of P.R. ChinaSino-Austrian Economic Forum Shanghai, 22.1.2010, p. 4 of 12

1901 First automobiles imported into the city (1911: 271 cars)

1906 Shanghai Automobile Club founded: driver liscence

1920 2,000 vehicles registered for rich Chinese and foreigners

Garages provided maintainance, car renting & auto body building

Chinese customer preference were different to foreigners:

• Limousines & town cars

• High-grade upholstery material

• Lots of accessories: cigar lighters,

ash receivers, fancy lamps, mirrors

silk windows and door shades

1930s: Golden age for taxi companies, more then 100

Shanghai, China´s first auto-friendly city I

Shanghai, the Automotive Capital of P.R. ChinaSino-Austrian Economic Forum Shanghai, 22.1.2010, p. 5 of 12

1934 More then 5000 cars in the city, US Chrysler imported Imperial Airflow CL sedan

to Shanghai

Shanghai, China´s first auto-friendly city II

Shanghai, the Automotive Capital of P.R. ChinaSino-Austrian Economic Forum Shanghai, 22.1.2010, p. 6 of 12

13.7.1956 No.1 Auto Automotive Works in Changchun

with light truck production

1958 Shanghai Auto founded, producing famous Phoenix brand

SH760 sedan

1969 SAW Second Automotive Works (Dongfeng Motor)

founded in Shiyan city, Hubei Province

• Donfeng Jinlong东风金龙

Emerging Chinese carmakers of P. R. China

邓小平 Deng Xiao Ping

雷锋 Lei Feng

Shanghai, the Automotive Capital of P.R. ChinaSino-Austrian Economic Forum Shanghai, 22.1.2010, p. 7 of 12

Closing the gap to mature car markets I

Rapid growth of Chinese automotive industry ...

“It took Japan 40 years to become a great automotive nation, South Korea 20 years and I think it will take

China as little as 10 to 15 years” Giorgio Guigiaro, Car Designer (FAW Besturn B70, Brilliance BS4, BS4, FRV)

Σ CN brand origin 2009: 30,7 %

Car MPV SUV Car+MPV+SUV Mini-bus Total

Production 12/09 856,980 34,219 91,276 982,475 194,616 1,177,091

Production 11/09 762,268 27,292 79,473 869,033 208,410 1,077,443

Production 12/08 369,619 9,072 44,585 423,276 77,755 501,031

Increase on prev.

Month 200912.4% 25.4% 14.9% 13.1% -6.6% 9.2%

Increase samemonth last year 131.9% 277.2% 104.7% 132.1% 150.3% 134.9%

Production 2009 7,427,138 252,624 712,553 8,392,315 1,996,782 10,389,097

Production 2008 4,989,954 189,214 480,381 5,659,549 1,068,278 6,727,827

Increase on

previous year48.8% 33.5% 48.3% 48.3% 86.9% 54.4%

Source: Chinese Passenger Car Association, December 09

Shanghai, the Automotive Capital of P.R. ChinaSino-Austrian Economic Forum Shanghai, 22.1.2010, p. 8 of 12

SAIC is one of the top 3 OEM in China, engaged in manufacturing, sales, R&D and

investment in passenger cars, commercial vehicles and components.

SAIC entered into strategic cooperation with S-GM,

S-VW, SSANGYONG, S-GMW and Sunwin

SAIC independently developed Roewe brand

is a commercial success

SAIC closing the gap by successful acquistions

Shanghai, the Automotive Capital of P.R. ChinaSino-Austrian Economic Forum Shanghai, 22.1.2010, p. 9 of 12

SAIC plan to enter DACH region in 2011

Roewe SUV

Roewe AB11 350Roewe 550S

SAIC group (S-VW, S-GM) sold 2,3 mio cars in 2009, target for 2015: 4 mio units

Roewe and MG brand: more then 90,000 units sold in China (+155% in previous year)

SAIC is carefully preparing EU-market entry with A-C segment cars (150, 350 & 550)

Poland: Pol-Mot Holding to introduce Rowei 350, 550 in 2010

Roewe 750

Roewe 850

Roewe 150

Shanghai, the Automotive Capital of P.R. ChinaSino-Austrian Economic Forum Shanghai, 22.1.2010, p. 10 of 12

Biz opportunities for Austrian supplier

Establish a LCC sourcing base in P.R. China to deal with global cost pressure

Work with local OEM/Tier-1 and localize production to serve local & global markets

Suppport Chinese OEM/tier-1 to close EU-NCAP 09 & Euro V emission technology gap

中 Pedestrian Safety: Solutions/test padsRedesign of motor hood & front bumper

中 Driver assistance: ESP, seat belt reminder, cruise control with

speed limited, airbag initiator (MEMS for roll-over detection)

中 Side/Back Impacts: active headrest to avoid whiplash

中 EV Engineering: drivetrain, light chassis, battery management,

Electronics, e.g. X-by-wire,….

中 Euro V Emission compliant engine engineering

Shanghai, the Automotive Capital of P.R. ChinaSino-Austrian Economic Forum Shanghai, 22.1.2010, p. 11 of 12

New ABC-Office at 18th floor, 108m2

Shanghai, the Automotive Capital of P.R. ChinaSino-Austrian Economic Forum Shanghai, 22.1.2010, p. 12 of 12

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