[所有分类]政策法规对中国汽车产业的影响.ppt

February 2, 2001 Corporate Decision Making 企业面临新决策 Protective vs. Competitive Advantage 保护还是竞争优势 Advanced Management vs. Efficiency 先进管理和效率 State-ownership Labor Cost Advantage 国有和劳动力成本 Low-Cost Management 低成本管理 Product Development: Institutional/Consumer 新产品开发对象 Market Share of Carmakers, 2004-2006 (%) 市场份额 Make/Model 2001 2004 2005 Jan-Mar. ‘06 Shanghai-VW 31.9 15.8 9.9 9.8 Shanghai-GM 7.7 9.9 10.4 9.3 FAW-VW 16.5 13.4 9.6 8.8 Beijing-Hyundai N/A 6.4 7.8 7.0 Chery Automobile 3.7 4.2 6.4 6.9 Geely 2.9 4.5 5.2 6.1 Tianjin-FAW-Toyota N/A 3.4 4.7 6.0 Tianjin-FAW-Xiali 9.3 5.8 6.7 5.8 Guangzhou-Honda 6.8 8.2 7.1 5.7 Dongfeng-Nissan N/A 2.7 5.5 5.6 Dongfeng-PSA 7.0 3.8 4.8 5.0 The Road of Electronic Appliances and Motorcycles 家电和摩托车 Motorcycle Market shares: 1997 2005 摩托车市场份额 SOEs + JVs （国有和合资企业）: 90% 40% Recent Policies Regulations 近期的相关政策和法规 Auto Industry Development Policy（2004） 产业政策 50:50 Equity Share JV for OEMs 整车股比限制 Two JVs for the same type of vehicles 项目限制 JV initiated MAs 合资企业兼并重组国企 Separation of production Sales: Mazda 3 生产和销售分离 Entrance barrier 准入 Support of “large auto groups” 支持“大集团” Import Tariff 进口关税 Quota and license eliminated 许可和配额取消 Whole vehicles: 25% July 1, 2006 整车25％ Parts components: 10% July 1, 2006 零部件10％ Impact: high-end, luxury cars as imports 豪华车 Targeting the newly rich 新富 Local production unlikely 不会地产 CBU Characteristics 整车特征 (April 1, 2005) Import Administration of Automotive Parts and Components Having Characteristics of CBUs 60% or higher in value: 25％ tariff, July 1, 2006 超过整车价值60％，按整车征税 EU, US, Japan, Canada, Australia, Mexico: “Violation of WTO rules on localization” 违背WTO地产规则 China：”Counter im