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I mainly from two aspects, one is the current situation of our automobile industry with you to do an introduction; the other is the "Eleventh Five-Year" future development trend, to talk about a little bit of personal views.
Our automotive industry after more than 50 years of construction, especially the rapid development of the eight five nine five period, has now formed a more complete industrial system, the fifteenth period with the sustained development of the national economy and a series of policies enacted for the automotive industry to create a good environment for the development of China's automotive industry has achieved a historic leap. We are still from the 50 years since the eight-five, eight-five nine-five played a foundation, fifteen to achieve a historic leap. Until now, the development of our automobile industry status quo in the following nine aspects: The first is the production of high-speed growth, the scale of investment continues to expand, the formation of a certain scale of the industrial base. Tenth Five-Year period, China's automobile production than the Ninth Five-Year period increased 1.42 times more than the Eighth Five-Year period increased 2.54 times more than the total amount of automobile production before the Fifteenth comparable. The average annual growth rate is 22.5%, automobile production from 2001, the world's eighth, to 2005 is now the world's fourth. The difference with Germany is only a few tens of thousands of units, very few. Our automobile and motorcycle are together, our automobile association manages both automobile and motorcycle, our motorcycle has been ranked first in the world for more than ten consecutive years, last year's output was 17.76 million, an average annual growth of 9%. During the Tenth Five-Year Plan period, investment in our automobile industry has also grown significantly, with total investment amounting to 231.7 billion yuan, an increase of 139% over the Ninth Five-Year Plan, and an average annual growth rate of about 37%. To the end of the fifteenth automotive industry to achieve sales revenue and gross industrial output value have both exceeded the trillion mark, with an average annual growth rate of 27.29% and 26.99%, the realization of industrial added value is 278.5 billion yuan, with an average annual growth rate of 26.38%, accounting for the proportion of the national GDP by the end of the Ninth Five-Year Plan of 0.97% to 1.56%, and now our automotive industry can be said to be a real pillar industry. It is likely to increase this year. The second aspect is the rapid growth of automobile demand, the consumption structure has obvious changes, the potential of the automobile market is initially formed. During the Tenth Five-Year Plan, our national automobile consumption structure has realized a fundamental shift from public to private car purchases. Private consumption has become the mainstream of automobile consumption in China. (Big screen) We can see that in 2001, 48%, by 2005, private purchase of cars has accounted for 77%. The third aspect is that the product structure tends to be reasonable, basically to meet the market demand. Tenth Five-Year period of China's automobile industry structure has been further adjusted, according to the traditional classification method is passenger cars, trucks, cars accounted for the proportion of 2000 was 34:37:29, to 2005 is 26:26:48, the proportion of sedans is getting higher and higher, this year should exceed 50%. Trucks in the heavy, light, micro-ratio is also a big change, from 2000's 11:21:51:17, to 2005 has been 15:13:56:16, in the past we called tend to be heavy less light, are heavy vehicles more, now the proportion of heavy vehicles is less and less, only 13%. In the traditional fuel vehicles, in 2005 the dieselization rate of medium-sized trucks reached a certain height. In addition, cars with alternative fuels such as alcohol methanol and ethanol have been tested and gradually promoted in some areas. Hybrid and electric vehicle research and development has also achieved certain results, the product mix to meet market demand at the same time, and gradually comply with the actual energy structure of China and the international environmental protection of new technology new energy development trends. Fourth, the industrial organization structure is further optimized, the key backbone enterprises in the industrial development of the leading role more obvious. Tenth Five-Year period is China's automobile industry organizational structure changes in the most prominent period of time, the impact of the development of the international automobile industry and China's market economic system continues to improve, the role of the market allocation is more obvious. The joint merger and reorganization of our automobile industry across regions, industries, brands, borders and ownerships is inevitable in the development process of this period. A number of backbone enterprises in the industry's dominant position has been established, industrial concentration further improved, according to statistics during the fifteen industry rankings of the top five corporate assets in the industry's total assets of the proportion of significant changes in the concentration of capital to rapidly increase from 23% in 2001 to 38.9% in 2005, the concentration of production also rose from 63.7% in 2001 to 67.2% in 2005. The fifth aspect is that the export of products is effective, the process of internationalization of the industry to further improve. Beginning from a market to the fundamental transformation of the two markets. Tenth five-year period, China's automotive products from a single market, one-way channel to two-way development, which is an important qualitative change period. In fulfillment of the WTO-related rules of the situation, in 2005, our car exports for the first time realized exports than imports, in the past we export is very little, imports are a lot. Then from 2005, exports have been greater than imports. The number of exports than the end of the Ninth Five-Year Plan increased by 5.38 times, the fifteenth period of automobile exports are mainly characterized by the first is the export of trucks, cars, buses accounted for the total exports of vehicle products, the proportion of the total exports continue to improve, in 2001, trucks, cars, buses exported accounted for 32%, respectively, 2.9% and 0.67% in 2005 were increased to 55.8%, 18% and 7%, varieties by a single The export of trucks, the development of a comprehensive export of commercial vehicles. The second feature is that the export of automobile products has begun to shift from developing countries to developed countries. Our automobile products exports, especially parts and components are mainly exported to the United States, Japan, Germany. 2005 exports of the top five countries in order of the United States, Japan, Canada, South Korea, Germany. The United States is 5.4 billion U.S. dollars. The third feature is the rapid growth of parts and components exports, an increase of 6.6 times in five years, the product in the past only to the after-sales support, and now began to enter the OEM. from low value-added products to high value-added products, the past are low value-added products. In addition, from a relatively disorganized state to a more orderly state of change, especially the independent brand of products began to enter the international procurement system. The fourth characteristic is the change from single product export to capital and technology export. Some vehicle and parts and components enterprises began to invest in foreign factories, in the past only exported some products, and now exports of technology and capital. The fifth feature is the rapid growth of motorcycle exports, from 2.88 million units in 2001 until last year was 7.22 million units, an increase of 1.5 times. The sixth aspect, manufacturing technology and management level steadily improved. The ability to adapt to the market has increased significantly, during the fifteen years with the gradual formation of industrial manufacturing capacity and vehicle safety, energy saving and environmental protection standards and regulations gradually promulgated, as well as the intensification of competition in the market, enterprises pay more attention to the enhancement of manufacturing technology and management level, the variety of automotive products increased rapidly, product quality continues to improve, the price declined year by year. In particular, the change of passenger cars is more obvious, during the five-year period we launched a lot of new varieties, and now there are new models launched every week. On average, more than 90 types are launched every year, and the price has dropped by more than 40% compared with the end of the Ninth Five-Year Plan. Just now we chatted, these years the automobile industry is now entering a fully competitive industry, the people benefit the most, there are many varieties, the price drops a lot, the people benefit the most is the car. Because of this condition, so for the car, especially cars into the family to create opportunities. Tenth Five-Year Improvement of independent research and development capabilities in the industry has been attached great importance to the independent research and development of automotive products and technological innovation capabilities began to gradually improve, according to statistics in the field of commercial vehicles have a certain degree of independent research and development capabilities, independent brand market share of more than 90% in the field of sedans, the domestic enterprises also have the initial development and improvement of the ability of the domestic market share by the end of last year, independent of the brand 23%, and the first half of this year, there are more than 90%. Brand 23%, the first half of this year and change, up to nearly 278 percent, and in a steady rise in the development trend, now the independent brand of the car development speed is very fast. The seventh aspect is that the marketing system is gradually established, the scale of the automobile market began to establish an orderly. Tenth Five-Year period is an important period in the construction and development of our automotive marketing system, under the guidance of the relevant national policies, the traditional marketing model began to change to brand sales, brand licensing business model, used car trading began to break the monopoly pattern, the introduction of a competitive mechanism to achieve the diversification of the main body of the business, the field of automotive parts and accessories to take the franchise, the chain of business, to the scale, Variety, branding, network development, parts supply and service has improved, to regulate the healthy development of the automobile market and safeguard the rights and interests of consumers to provide protection. According to statistics, during the fifteenth period, with the substantial increase in automobile production, more than 2,500 CS stores, sales, maintenance, training, information, and management as one of the distribution franchise stores were built nationwide, forming a well-functioning marketing network. The used car trading market is also more active than ever. In 2005, the volume of used cars traded nationwide reached 1.45 million, which is 25% of the new car sales in that year. Although we are still far from the developed countries, but the rise is still very fast. Like the United States to sell about 17 million used cars a year, new car production is much lower than used cars, we used to be very little used car trading, to last year has accounted for 1/4. 5.8 times the end of the Ninth Five-Year Plan. At the same time, automobile companies are also actively exploring the field of after-market, including credit, leasing, dismantling and so on. The eighth aspect is the further expansion of international cooperation. After more than 20 years of opening up to the outside world, China's automobile industry and international cooperation has become more and more mature and perfect. Tenth Five-Year period, just as we joined the WTO to carry out international cooperation in the policy environment, the market environment and the basis of industrial cooperation, are more favorable, the whole industry to seize the favorable opportunity to respond to the enthusiasm of foreign investment, the introduction of technology and to attract foreign investment have had a substantial increase. International cooperation has further expanded, accelerating the internationalization of our automotive industry, and the pace of international integration. The ninth aspect is that the main body of industrial investment to the diversified development began to form a state-owned, private and foreign capital coexist in the diversified industrial capital structure. In the country to deepen the reform and opening up, through the state-owned enterprise system, mechanism innovation and capital diversification transformation to encourage the development of the private economy and other policies to promote the fifteenth period of the automobile industry, the main body of the investment began to undergo major changes, breaking the state-owned investment in the situation of the whole world, the industry's capital structure to the diversification of the development of foreign capital and private capital investment growth rate began to be higher than that of state-owned capital. With the large-scale entry of foreign capital and private capital, China's auto industry has begun to form a state-owned, private, foreign capital of the three major capital coexisting in the diversified capital structure, the transformation of a single state-owned capital automobile system, increase the investment in automobile development funds, the formation of state-owned, private and foreign capital coordinated development of the industry pattern to accelerate the development of the automobile industry has played a positive role in promoting. The nine aspects mentioned above roughly summarize the current situation of the automotive industry, but also the automotive industry during the fifteen years of the summary. Our automobile industry in the rapid development of the same time there are some relatively obvious problems. Mainly we believe that there are such five aspects of the problem: The first aspect of the product's independent research and development capabilities are weak, the lack of independent brands. As a result of a long time to pay more attention to the introduction of products, not in the digestion and absorption of core technologies, the lack of product development practices, the shape of the overall strength of product development. Specifically manifested in the lack of a good grasp of the product development process, process, management technology, project management technology and evaluation technology, not a good grasp of the system inherited equipment technology, engine key components and parts development technology, the lack of product development needs of the technical data, especially sedan products, R & D data accumulation of a serious shortage. Joint venture car products, especially high-end products are almost all foreign brands, the lack of independent brands. Mainly embodied in a high-end brands of automobiles, whether it is a bus, trucks, cars. There is also a car in the car, especially in the high-end car independent brand is relatively small. The second aspect, compared with advanced automotive countries, our product technology level gap is still relatively obvious, due to the lack of core technology, in addition to the car product technology level and foreign countries there is a large gap, the commercial vehicle product technology level and Europe, the United States, Japan, compared to the same gap is not small. For example, medium-sized trucks in the service life, reliability, failure rate, comfort and environmental protection there is still a big gap. The third aspect is that the technical basis of auto parts is still relatively weak. Long lagging behind the development of the vehicle. Parts and components production dispersion, excessive dispersion, how many parts and components enterprises in our country to now who can not say, we usually talk about the output value of parts and components only refers to some of the scale above. For example, the annual output value of more than 5 million yuan and so on. Now all the parts and components together, some say there are more than 30,000, some say there are more than 40,000, we have these enterprises are particularly fragmented. The degree of specialization is also relatively low, did not form the economic scale as well as long-term serious underinvestment. In addition, the developed countries to develop automobile, parts and components with the proportion of the car is about 1.7:1, that is to say, invested in the car is 1 dollar, invested in parts may be 1.70 yuan. We are just the opposite, we are invested in the vehicle on 1 dollar, invested in parts and components of less than 0.5 yuan. So the product development capacity is weak, and the international automobile industry is forming the trend of global procurement of parts and components is not commensurate. Now the trend of internationalization of parts and components, our current foundation is still not commensurate. The fourth aspect is that the automotive industry aftermarket is seriously lagging behind the industrial development. Just said some, but mainly in the marketing methods, services, trade concepts and automotive finance, consumer credit, the circulation of used cars, parts circulation, waste recycling and dismantling, etc., with the international advanced countries than, the gap is very large. The fifth aspect is the contradiction between automotive energy, transportation, environmental protection and the rapid development of the automotive industry is more prominent. China's lack of crude oil resources, import dependence is increasing, the current car consumes about 85% of the domestic gasoline and 23% of the diesel fuel each year. This ratio with the rapid growth of the car is still growing, in addition to the city's traffic congestion phenomenon is becoming more and more serious, the car's harmful gases in the city's emissions in the share is also higher and higher, and so on, these factors will constrain the rapid development of the automotive industry, which is the current development of the automotive industry, the existence of some of the main problems. The following is the development trend of the automobile industry. In accordance with the policy requirements of the development of the automobile industry, "Eleventh Five-Year" period of China's automobile industry to build a pillar industry of the national economy. Now become a pillar industry has no problem, because we are in the GDP weight has been close to 2%. To become an important force driving the growth of the national economy, to basically form a complete automobile industry manufacturing system, with independent development and sustainable development of the comprehensive strength, to become the world's leading automobile manufacturers, to realize the transformation from a manufacturing power to a manufacturing power, which is relatively uncomplicated. To have the ability to enter the international division of labor system, to participate in international cooperation and competition, China's automobile industry after the efforts of the first five five-year plan, has now laid a good foundation for the realization of the above goals, through the efforts of the whole industry, I believe that we are fully capable of achieving such a goal. However, in the new development period, the development of China's automobile industry is still facing enormous pressure to solve many problems is to be in accordance with the central government on the national economic and social development of the 11th Five-Year Plan recommendations and the automobile industry, "Eleventh Five-Year Plan" development plan. To be in the "Eleventh Five-Year" period, the development of the automobile industry, the core is to adjust the development strategy, improve the ability of independent innovation, and promote industrial restructuring, which is the "Eleventh Five-Year" development of the main tasks. Specifically, there are probably such six aspects: The first aspect is to improve the ability of independent research and development and technological innovation, the development of independent brands, which is a very important task for us in the future. Independent innovation is the key to improving the competitiveness of automobile enterprises, "Eleventh Five-Year" and even the future longer period, the industry must be to improve the ability of independent innovation as a main line of industry and enterprise development. The focus is to form and improve product research and development and scientific and technological innovation capabilities, to vigorously cultivate and develop independent brands. Through original innovation, integrated innovation and the introduction of digestion, absorption and re-innovation to take a road of independent innovation suitable for China's national conditions. Industry-wide ways and means to improve the ability of independent innovation, should be adhering to the principle of seeking truth from facts, classification and implementation. China's car products are mainly in the form of joint ventures and cooperation in the introduction of technology. Carry out the improvement of innovation ability, the focus should be the introduction of digested technology, re-innovation and integrated innovation. It is to re-innovation and integrated innovation. At the same time, now there is no joint venture with foreign enterprises to make their own achievements in product development capacity building. To take the self-design, commissioned development or product consulting combined to engage in integrated innovation. In addition, China's new energy vehicles is now just the development of the period, new energy, especially fuel cells and new electric vehicles, with a certain scale, and the international gap although there is, but with the traditional car is still small compared to some. Original innovation in this field should do some exploration. Summarized, the current joint ventures in the introduction of technology on the re-innovation, now there is no joint venture enterprises to engage in some integrated innovation. Like in the field of new energy, some original innovation should be carried out, probably like this. Improve the innovation ability of the landing point should be placed on the development of independent brands, and constantly expand the market share of independent brand products. In this regard, we already have some comparative advantages, to be further in the economic car and a higher level of cars, through the economic car from the start, and constantly to the development of more advanced cars, and constantly increase the proportion of the market of independent brands. Our "Eleventh Five-Year" period and even longer, we have just talked about three aspects of independent innovation, from the independent brand, from the low-end products to start, the first constantly expanding our market share, slowly to the development of high-end products. The second aspect is to face the two markets, the implementation of the development strategy of going out. During the Tenth Five-Year Plan, we have achieved a breakthrough in exports over imports, which is an important landmark milestone. Although this is the case, but we also have to recognize that the current technical level of our export products and value-added or relatively low, the ability to resist risk is also relatively weak, the market order is not standardized. Therefore, we have to focus on through technological progress and the improvement of independent innovation ability to enter the international market, in order to adjust our product structure, so that the product structure is constantly optimized and upgraded, so as to expand the international market. You want to realize the automotive power, it is a very important sign that this product can enter the international market. Morning spoke of our current export surplus is increasing, we are now automotive products in the international market such a situation is still very small. In terms of exports, we have to realize four changes, one is the vehicle exports to commercial vehicles, to the direction of commercial vehicles and passenger cars and change. The second is that the export of parts and components should focus on the aftermarket, and shift to the aftermarket and OEM. All products, including motorcycle exports, should be mainly low value-added products, to the direction of low, medium and high equal emphasis on the change in the way of exports to a single export products to the direction of products, technology, capital exports and to achieve four changes. Through the export of automobile products, in terms of products, technology, market, trade and other aspects to improve the competitiveness of our automobile industry and enhance our international competitiveness. The third aspect is to focus on and strengthen the development of a new generation of energy-saving and environmentally friendly cars and new energy vehicles. The development of energy-saving and environmentally friendly cars and new energy vehicles is the need for energy strategy, but also China's automotive industry and even the sustainable development of society as a whole, this is a national development strategy choice, and has been incorporated into the national medium- and long-term scientific and technological development planning program, it must be the direction of the automotive industry's future development, energy-saving and new energy vehicles belong to the same category of the vehicle products, but in terms of the stage of development should be combined with the practical considerations, and the development of new energy vehicles. As the petroleum-fueled traditional automobile is still the main product at this stage, so it accounts for the vast majority of the market share, and now it is still a petroleum-based product, so the development of energy-saving cars, our current focus should be through the development of energy-saving technology, or to speed up the transformation of old products and the adoption of new technologies, there are many enterprises have carried out work in this area, such as by improving diesel engine emission control technology, adopting advanced gasoline engine energy-saving technology, and accelerating the industrial layout of energy-saving vehicles. The development of new energy vehicles is our strategic focus, just said is the near future, the strategic focus is still to be placed on the development of new energy vehicles, China is now the current development of new energy vehicles compared with advanced countries, the start is not too late, but due to the relatively weak foundation of our automotive industry, as well as insufficient capital investment, not centralized, we have a problem here, the development of new energy vehicles, as well as the industrialization of new energy vehicles are facing a lot of Difficulties, how to achieve technological leapfrog through original innovation, the need to develop development strategies through the development of a clear idea of the organization and implementation. The fourth aspect is to establish a strong auto parts support system. To improve the comprehensive level of parts and components industry, from the "Eleventh Five-Year" from the auto parts industry to fully enhance the competitiveness of the industry can no longer go alone to rely on investment to stimulate incremental growth, or rely on a large group of closed parts and components system, or the transition of the dependence on foreign technology and the development of the vehicle enterprise, the parts and components enterprises is now the transition of dependence, some in the large group, some of which are in the large group. Some are in the big group, some is to rely on investment, some is to rely on the car, the dependence on the car enterprise is very strong. In the future, we can no longer go this way, to seize the national policy, the necessary strategic adjustments to promote the optimization and upgrading of the industrial structure and product structure and the development of the ability to improve to meet the needs of the development of the vehicle and market demand. The development of auto parts industry focuses on several aspects, one is to strive to become an international auto parts procurement center. At present, the international community is facing a new round of transfer of the automobile industry, the realization of the local regional production for the global production, the formation of a number of new automobile industry clusters, China, Eastern Europe, Southeast Asia and other regions have become the automobile industry clusters characterized by obvious areas, China's automobile parts and components products should take advantage of the foundation has been formed to play a comparative advantage to accelerate the formation of a number of backbone enterprises with the strength of the parts and components and brand-name products, accelerate the construction of the parts and components industry base to meet the needs of the international OEM and market demand. Parts and components industrial base construction, to meet the needs of the international OEM and after-sales service market. The second is to strive to improve the R & D capabilities of enterprises, the formation of their own distinctive brands, to achieve scale of operation, multi-species supporting the development of two markets. In particular, we should closely cooperate with the vehicle enterprise brand building strategy, through *** with the cooperation to improve competitiveness, and gradually build China's auto parts industry, cost, quality, high-tech and other images. Three is to face market competition, parts and components industry to speed up industrial mergers and reorganization, parts and components enterprises to comply with this situation. Now is not very decentralized. To improve specialization, the level of scale. Four is to actively explore parts and components enterprises and vehicle enterprises to establish an alliance for the development of relations, according to the international, especially like the Japanese companies, are parts and components with the vehicle is synchronized with the development of our parts and components and vehicle enterprises are dependent on the relationship, but not yet, to achieve mutual support, rely on each other, to win and benefit from each other, to form such a relationship. Fifth is to accelerate industrial restructuring, to form as soon as possible with international competitiveness of the enterprise group, to form an international group. Now our car although the development of so fast, but we really ranked in the international rankings can be ranked on the name of the enterprise group is almost nothing, we are the world's top 500 is probably the year before the SAIC Group ranked in, last year is the FAW Group ranked in the automotive enterprises in the top dozen are not Chinese enterprises, parts and components of the world's top one hundred parts and components suppliers in China, China's largest is now the Zhejiang Wanshiang Group, a year is probably more than 20 billion yuan of output. A year is probably more than 20 billion yuan of output value. But in the international top 100 inside the row does not go in. Our current scale is too small, our future period of time is mainly to accelerate the pace, to form an internationally competitive group, where there is an international brand of the country, there is an international competitive group, if you do not form an internationally competitive group, certainly no international brand, certainly do not make an international brand. The last aspect of the development trend is to pay attention to the rural market development, to meet the demand for multi-level automobile consumption. Now our central government proposed to build a harmonious society, the construction of a new socialist countryside, the automobile industry as a pillar industry of the national economy, has the responsibility and obligation for the development of China's rural areas and the quality of life of farmers to provide quality products and services. In the past, we said, we have 300, 400, 500 cars per year, in fact, we have a lot of agricultural vehicle production, although our agricultural vehicles have not been assigned to the scope of the car in the statistics, but a few years ago there are more than three million, last year there were more than two million, agricultural vehicles with the increase in demand, and slowly be categorized into the automotive class inside the car, the NDRC should not call the agricultural car, and then called low-speed cars and three-wheeled vehicles, is a norm. Three-wheeled vehicles, is a specification. Later from the technical standards, environmental standards and other aspects, are to be standardized to the car inside. This is actually the development of the automobile industry, but also an important aspect of sustainable development, one aspect is to provide suitable products for rural areas, on the one hand, is the continuous development of the automobile industry, expanding the automobile market is a very good time, so now the automobile industry everyone is also studying the rural market. Of course, there are still a lot of problems, management problems, policy problems, the gap between the rural east and west, which is a very complex problem, now the automotive industry, we are also studying these issues, many companies are now specializing in investing a part of the force in the study of the rural market, which is also the focus of the development of our automotive industry in the future. Because today's time is relatively limited, afraid to speak off-topic, speak not finished, so the manuscript originally prepared a, to send you the material inside, speak badly, please forgive us, thank you!