CONTENTS
Executive Summary ........................................................................................................................................5
SWOT Analysis................................................................................................................................................6
China Industry SWOT........................................................................................................................................................................................... 6
China Economic SWOT ........................................................................................................................................................................................ 7
China Business Environment SWOT..................................................................................................................................................................... 8
Regional Overview: Recession Reality Vs BMI Scenario.............................................................................9
Table: Scenario Model - Cumulative Difference In Vehicle Sales (US$bn) In US Recession Scenario By Market .............................................. 11
Business Environment Ranking ...................................................................................................................12
Table: Business Environment Ratings – Autos Industry Asia Pacific................................................................................................................... 15
Production And Sales............................................................................................................................................................................................... 16
Table: China Autos Sector – Historical Data And Forecasts.............................................................................................................................. 16
Trade ....................................................................................................................................................................................................................... 17
Table: China Autos Sector – Historical Data And Forecasts.............................................................................................................................. 17
Economic Contribution............................................................................................................................................................................................ 18
Table: China Autos Sector – Historical Data And Forecasts.............................................................................................................................. 18
Macroeconomic Forecast Scenario..............................................................................................................19
Table: China - Economic Activity....................................................................................................................................................................... 22
Competitive Landscape................................................................................................................................23
Market Overview ..................................................................................................................................................................................................... 23
Industry Developments............................................................................................................................................................................................. 23
Passenger Car Segment ........................................................................................................................................................................................... 24
Table: China's Top 10 Passenger Car Brands November 2008........................................................................................................................... 24
Manufacturer Developments.................................................................................................................................................................................... 25
Premium Segment .................................................................................................................................................................................................... 26
Technology............................................................................................................................................................................................................... 26
Overseas Activities................................................................................................................................................................................................... 27
Used Cars ................................................................................................................................................................................................................ 28
Commercial Segment ............................................................................................................................................................................................... 30
Table: China Commercial Vehicle Market (CBUs)............................................................................................................................................. 30
Table: China Commercial Vehicle Market Production (CBUs) ........................................................................................................................... 30
Table: Top Ten Players Commercial Vehicle Market Jan-Oct 2008 (CBUs)....................................................................................................... 31
Commercial Segment Developments ........................................................................................................................................................................ 31
Suppliers .................................................................................................................................................................................................................. 32
Company Monitor..........................................................................................................................................34
General Motors Asia Pacific Regional Overview .................................................................................................................................................... 34
Table: GM Investments In Asia Pacific.............................................................................................................................................................. 37
Company Profiles..........................................................................................................................................39
Shanghai GM...................................................................................................................................................................................................... 39
Volkswagen......................................................................................................................................................................................................... 40
Ford.................................................................................................................................................................................................................... 41
Daimler............................................................................................................................................................................................................... 42
BMI Forecast Modelling ..............................................................................................................................  ..43
How We Generate Our Industry Forecasts ......................................................................................................................................................... 43