Table of Contents
Investment summary 3
General auto overview 4
China auto sector structure 5
Post-stimulus impact - 2010 sales projections 11
Auto Vehicle Prospects 15
Passenger vehicle sales remain robust 19
Commercial vehicle sales correlate strongly to
economic activities 24
Risk factors for the auto sector 27
Peers comparison and valuation 28
Appendix: Hybrid and electric car industry 36
Appendix: Proposed expressway network
development 40
Appendix: Auto car models 41
Abbreviation 47
Stock profiles 49
Dongfeng Motor 50
Denway Motors 58
Geely Automobile 62
Brilliance China 66
BYD Co. Ltd. 78
SAIC Motor 90
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