% of GDP 2005 11 2025 24
14
34
Data source: Mckinsey & Company
22-2-2011 Development Trends of China’s Heavy Duty Diesel Vehicle Market Data classification: External 6
Nanjing 南京 Shanghai 上海 Chongqing 重庆
SFH (40K capacity): 上汽菲亚特红岩（4万台产能） •Cursor 9 Engines Cursor 9发动机 •F1C / F1E Engines F1C / F1E发动机
Iveco, the first foreign commercial vehicle manufacturer who owns JV in China, with a full range product coverage. 依维柯，最早在华合资、最早在中国实现全系列商用车布局的国外商用车企业。
定义：人均GDP1000-2100美元的工业化社会
Promote
Infrastructure investment基础建设
High way plan 2020, added 30k km
100% 80% 60% 40% 20% 0%
Consumption: Housing & Auto 消费：住房，汽车
20 Novembre, 2010
22-2-2011
Index 目录
Iveco in China 依维柯在中国
HD Diesel Vehicle Market in China 中国重型柴油车市场
Challenges for the Industry 行业发展面临的挑战
Market Development Trends 行业发展趋势
Development Trends of China’s Heavy Duty Diesel Vehicle Market 中国重型柴油车市场发展趋势
LU Xin 陆昕 Iveco China Business Development, Commercial & Marketing Director 依维柯中国业务发展、商务市场总监
Challenges for the Industry 行业发展面临的挑战
Market Development Trends 行业发展趋势
22-2-2011
Development Trends of China’s Heavy Duty Diesel Vehicle Market
Data classification: External
400,000
600,000
800,000
1,000,000
1,200,000
Bubble size, 2010 market size (units)
SPAIN
Source: Global Insight
In heavy duty diesel vehicle volumes, China has become the world’s largest market. 仅从重型柴油车市场销量来看，中国是世界最大的市场 。
Housing sales’ growth
汽车国内需求总量（万辆） 增长率（%） Growth Auto sales (10,000 units)
1365 51%
40% 187 210 238 14% 14% 14%
1999 2000 2001
333
34% 509 577 446 14% 13%
700
22-2-2011
Development Trends of China’s Heavy Duty Diesel Vehicle Market
Data classification: External
2
Iveco’s JVs in China 在华合资企业
NAVECO Jiangning (80K capacity): 南京依维柯江宁 工厂 （8万辆产能） Yuejin Range 跃进系列 NAVECO Heimoying (40K capacity): 南京依维柯黑 墨营工厂（4万辆产能） •Daily Range Daily系列 •SOFIM 8140 Engine 索菲姆8140 发动机 •2830/2840 transmission 2830/2840 变速箱 •Axles 车桥 •Bus chassis 客车底盘 • Viaggio 旅行车 Saic Iveco Commercial Vehicle Investment Co., Ltd.上汽依维柯商用车投资有限公司 SIH (40K capacity): HCV Range 上汽依维柯红岩（4 万辆产能）： 重型商用车系列 •GENLYON 杰狮 •TAMPA 特霸 •T/T8 金刚/新大康 •STRALIS & TRAKKER CKD CKD进口STRALIS和 TRAKKER
On-road logistics volume②公路货运量
CAGR of logistics, 3.7% CAGR of logistics, 9.4%
20,000 15,000 10,000 5,000 0
Data source: ① State Information Center & Dongfeng, ② National Statistics Bureau
843 902
21% 20% 7%
2006 2007 2008 2009
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
-20% -40%
2009
2002
2003
2004 2005
Rail way plan 2020, added 12k km Million tons 百万吨 25,000
China 2005 (coastal)
China 2025 (coastal)
Number of city City size (population) 2005 Huge (10 mil) 2 2 6 Large (5–10 mil) 12 6 9 Med (1.5–5 mil) 69 60 55 Small (0.5–1.5 mil) 173 115 28 15 22 2025 8
22-2-2011 Development Trends of China’s Heavy Duty Diesel Vehicle Market Data classification: External 8
Index 目录
Iveco in China 依维柯在中国
HD Diesel Vehicle Market in China 中国重型柴油车市场
Challenges for the Industry 行业发展面临的挑战
Market Development Trends 行业发展趋势
22-2-2011
2002
2003
2004
2005
2006
2007
2008
2009
7
Worldwide Heavy Duty Diesel Vehicle Market 2010 2010年世界重型柴油车市场
2001-2010 CAGR, (%)
30% 25%
Size and Growth of Global Heavy Duty Diesel Vehicle Market 重型柴油车销量与增长率
5
Urbanization in China 中国的城市化
• • • • • • China’s urbanization process is resulting in “urban clusters” (clusters of cities) 中国的城市化进程正在形成巨型城市群，这个过程会不断地提升生活用品物流量 As population grows, demand for goods and services to and within these areas will continue to increase 越来越多的农民成为城市居民，他们需要更多的生活用品 Logistics and transport volume will continue to grow in urban clusters 城市群内和城市群间，物流量也因此不断增大
2. Iveco JVs to grow Export Markets 依维柯合资企业的出口市场的增长
• • Developing robust, reliable and simple products 开发结实、可靠、简单的产品 Leveraging Iveco’s strong international distribution network to help Iveco grow market share in areas where these products may better compete 凭借依维柯强大的国际分销网络，在产 品能够更有竞争力的地区，帮助依维柯扩大市场份额
22-2-2011
Development Trends of China’s Heavy Duty Diesel Vehicle Market
Data classification: External

Three Pillars of Our Current Strategy in China 目前中国战略三大支柱
Intermediate Industrialization in China 中国的中期（重化）工业化