中国汽车配件市场调研（毕马威）.pdfVIP

China automotive and components market 29 © 2005 KPMG, the Hong Kong member firm of KPMG International, a Swiss cooperative. All rights reserved. China Automotive and Components Market 2005 1 Preface China’s automotive sector has been on a rollercoaster ride. From heady growth in 2003 to handwringing over sluggish growth and price wars in 2004, the market has been anything but predictable. To date 2005 has been a relatively positive year for the industry, yet views on the long-term development of the market cover a wide range of opinions. The auto sector in China is still developing and is far from becoming one single, seamless and integrated market — providing plenty of ammunition to support the positions of both market optimists and pessimists. It is against this backdrop that we launch our third annual review of the automotive and components market in China. For this 2005 report, we have chosen to focus on three topics that are critical to the future development of the sector in China, and which we feel may present opportunities for existing market participants as well those who have yet to enter the market: Passenger car exports Component and aftermarket sector Car-related services In conducting the study we drew on a number of industry sources and literature, as well as discussions with industry participants in China in August and September 2005 to capture a practical “bottom-up” view of market developments. Key findings arising from our analysis include: Overall a positive outlook for China’s long term growth, but a challenging environment for some as the fragmented and crowded market