|
随着全国汽车行业开始走出2004年下半年以来的低速徘徊状态，汽车零部件行业也开始整体转暖，需求得到了刺激，市场保持较好增长。2006年中国汽车零部件完成工业总产值5397亿元，与上年相比增加34.35%；汽车零部件产品实现销售收入5272亿元，同比增长34.71%。2007年汽车零部件工业总产值达到6700亿元，销售产值达6500亿元。
中国乘用车销售市场在经历2002年、2003年50%的超高速增长后，2006年、2007年增速分别保持在37%和23%。然而，2007年8月以后，迅猛的增长势头逐渐回落到20%以下。在高油价、高成本的导引下，汽车行业积累的问题开始暴露，行业进入1-2年的调整期。
随着原材料和劳动力成本的上升，汽车及零部件行业的发展遇到一定的阻力，利润增长将放缓。
《2000-2008年中国汽车及其零部件行业投资方向分析报告》研究的是汽车及其零部件行业的43家上市公司2000－2008年的所有投资项目，总结该行业的投资趋势，以及各企业的投资特点和投资趋势。
我们统计了自2000年1月1日以来， 中国1500多家上市公司公开发布的35000多条募集资金和非募集资金的投资项目信息。我们对所有这些投资项目，分别按时间、按地区、按投资目的、按投资行业分类，经过软件处理和分析师加工，最后形成了各行业的投资方向分析报告。
从2000年开始，中国汽车行业上市公司的项目投资经历了较快增长，年度投资总额从2000年的不足20亿元上升到了2006年的300多亿元。综合分析来看，未来几年中国汽车及其零部件行业的发展仍然乐观，但在海外市场尚未形成有效突破的条件下，行业发展增速趋缓不可避免。
2000-2008H1中国汽车及其零部件行业上市公司的项目投资走势图
汽车及其零部件行业2000至2008的投资分布图（按省市）
汽车及其零部件行业2000至2008H1的投资统计图（按细分行业）
本报告总结分析了43家汽车及零部件行业的上市公司的项目投资情况，譬如一汽轿车（000800）。
一汽轿车2000至2008H1的项目投资走势图
一汽轿车（000800）2000至2008的项目投资分布图（按行业细分）
一汽轿车（000800）投资特点：
·主营业务：乘用车、汽车零部件 多元化方向：汽车销售、汽车保险
·于同行其它公司不同，公司的项目投资基本上为非募集资金投资。
·公司于2002年引进日本马自达公司的车型MAZDA6，MAZDA6在中国市场显示出极强的竞争力。在mazda6基础上，公司进行适应性开发出奔腾系列轿车，这是一汽集团提高自主研发能力、实践自主创新的众多整车项目之一。公司未来自主品牌主要是奔腾和红旗两个品牌, 奔腾品牌主要定位中低端车为主, 红旗主要定位为中高端车。
说明：客户在购买本报告时，我们可以将数据更新到最近的一个季度。
As China automobile industry began walking out of the slow-growth period emerged in the second half of 2004, China auto parts industry has also taken a turn for the better, and the market, stimulated by booming demand, maintains a steady growth. In 2006, the total output value of China auto parts industry reached CNY539.7 billion, up 34.35% year on year, and meanwhile its sales revenue reached CNY527.2 billion, up 34.71% year on year. In 2007, the output value of China auto parts industry reached CNY670 billion and its sales revenue stood at CNY650 billion.
China passenger car market increased by 50% in 2002 and 2003, and the growth rate maintained 37% and 23% in 2006 and 2007. However, the rapid growth momentum has gradually dropped to below 20% since August, 2007. Catalyzed by high oil prices and high cost, China auto industry¡¯s problems accumulated for a long time began being exposed, making China auto industry enter a 1-2 year period of adjustment.
With rises in raw materials and labor cost, China automobile and auto parts industry is facing some resistance, which will result in a slow down in profit growth.
This report studies all investment projects financed by 43 listed companies in China automobile and auto parts industry from 2000 to 2008, and sums up the investment trends of China automobile and auto parts industry and the investment features and trends of the listed companies in the industry.
We have a collection of more than 35,000 pieces of information, released by 1,500 Chinese listed companied, on investment projects financed by fund raising and non fund raising since 2000. After the information is processed by software and studied by analysts, the investment direction report concerning various industries is completed, which is classified by time, region (province, autonomous region and municipality), by purpose and by sector.
Starting from the year 2000, China¡¯s listed auto companies have gone through a fast growth in project investment. Their annual investment value jumped to CNY30 billion in 2006 from less than CNY2 billion in 2000. On the whole, China automobile and auto parts industry will have a good development in the next several years, however the growth rate of the industry will slow down inevitably, given China has not made a breakthrough in opening up overseas market.
Project Investment of China Listed Aut & Auto Parts Companies 2000-2008H1
Source: ResearchInChina
Investment Distribution of China Auto& Auto Parts Industry (by Region), 2000-2008
Source: ResearchInChina
Investment Statistics of China Auto & Auto Parts Industry (by Segment), 2000-2008H1
Source: ResearchInChina
This report analyzes investment projects of the 43 listed companies, for instance, FAW Car Co., Ltd£¨000800£©
Investment Trend of FAW Car Co., Ltd, 2000-2008H1
Source: ResearchInChina
Investment Distribution of FAW Car Co. (by Segment) 2000-2008H1
Source: ResearchInChina
Investment Characteristics of FAW Car Co.:
Main business: passenger car, auto parts
Diversification direction:automobile sale, automobile insurance
The company introduced model of Mazad6 from Mazda Co. of Japan, and this model has showed strong competitive edge in China¡¯s auto market. On the basis of Mazda6, FAW Car developed a series of Benteng car, which is one of its independently innovated car models. Benteng, targeting medium- and low-end customers and Hongqi, targeting high- and medium-end clients, both of which are developed independently by FAW Car, will be its two key brands in the future.
Note: When you purchase this report, we can update the data to the most recent quarter. |