According to the China Association Of Automobile Manufacturers (CAAM), vehicle sales grew 6.6% yearon-year (y-o-y) in March 2014, to 2.17mn units. The rather disappointing print chimes with the 7.9% y-o-y increase in passenger car sales in the same month, to 1.71mn units. This brings total auto sales for the first three months of the year to 5.92mn units, an increase of 9.2% y-o-y.

BMI Industry View 7

SWOT 9

Political 11

Economic 12

Business Environment 13

Industry Forecast 14

Production And Sales 14

      Table: Autos Total Market - Historical Data And Forecasts (China 2012-2018) 14

Alternative Fuel 16

Passenger Cars 27

      Table: Passenger Car Market - Historical Data And Forecasts (China 2012-2018) 27

Commercial Vehicles 38

      Table: Commercial Vehicle Market - Historical Data And Forecasts (China 2012-2018) 38

Motorcycles 39

      Table: Motorcycle Market - Historical Data And Forecasts (China 2012-2018) 39

Company Developments 39

Suppliers 41

Macroeconomic Forecasts 44

Economic Analysis 44

      Table: China - Economic Activity 48

Industry Risk Reward Ratings 49

      Table: BMI INDUSTRY RISK/REWARD RATINGS - ASIA-PACIFIC AUTOS 52

Company Profile 53

Company News Alert 53

Shanghai GM 57

Volkswagen 59

Ford Motor 61

Daimler 63

Regional Overview 65

Asia Regional Overview 65

      Table: VEHICLE SALES MARCH 2014 (CBUS) 65

Global Industry Overview 70

      Table: Passenger Car Sales March 2014 70

European Growth Gathers Momentum 70

Japan Prepares For Tax Fallout 72

China Wobble Adds To BRIC Weakness 73

Demographic Forecast 76

      Table: China's Population By Age Group, 1990-2020 ('000) 77

      Table: China's Population By Age Group, 1990-2020 (% of total) 78

      Table: China's Key Population Ratios, 1990-2020 79

      Table: China's Rural And Urban Population, 1990-2020 79

Methodology 80

Industry Forecasts 80

Sector-Specific Methodology 81

Sources 81

Risk/Reward Ratings Methodology 82

      Table: Automotive Risk/Reward Ratings Indicators And Weighting Of Indicators 83

冶金工业信息标准研究院