New global industrial pattern brewing

　　Citing an undisclosed source from 21st Century Economic Report, China became the world’s largest auto market was widely celebrated at the end of 2009. However, in fact, as early as in 2006, the practice of vigorously developing auto industry has been jointly launched by a number of enterprises and local governments. It is still a vivid scene that auto industry was nearly classified to overcapacity by National Development and Reform Commission.

　　Even earlier in 2000, the first market-oriented wave of China’s auto market driven by price cuts of Xiali became the first year of an era that cars went into common Chinese families.

　　After ten years’ development, all the A-list transnational giants won a good harvest in China without exception in the year of 2009. The demands are basically aroused by the development of the market, industry, road network. Guided by the real needs of Chinese market, the transnational giants who are determined to get expansion still insist that it is a general trend that the global industry and consumption are to transfer to emerging markets represented by China, India and Brazil continuously.

　　According to the analysis from major manufacturers comprehensively, there will be a slight improvement of the global automobile demands in 2010 mainly because the healthy development of other regional sales will partly make up the declination of the European market. Specifically, in the United States, the improvement of the economic outlook is forecasted to bring about 11.5 million sales volume in the whole year; the Western Europe with the core market of Germany, car sales will be reduced; Russia and Eastern Europe will still remains in the doldrums; the Asia-Pacific region will once again become the main pillar of the world’s car market and show strong growth momentum continuously, especially in China and India who are tend to maintain a double-digit growth rate. In contrast, in the large automobile manufacturing country Japan, auto demands will decline constantly.

　　What are the reasons of this series of changes and adjustments? The following interpretation came through investigations and related reports perhaps provide an answer. Although we still can not find a direct available model for the Chinese automobile market, but we has worked out the future direction of both the auto market and industry of Europe, the United States and even Japan and South Korea. Maybe the evolutions of China’s auto market as well as the new global market pattern are within it.

　　Even through there were no financial crisis, the struggle against the old order and the expectations to new market of the global auto major manufacturers will still be so obvious in the area of business operation, industry shift and the market fluctuation.

　　For Ford, who survived in the crisis of bankruptcy of U.S. auto industry the year of 2009 was so successful that it luckily achieved a profit of 2.7 billion U.S. dollars, the first time since 2005. In the previous fiscal year Ford’s loss was 14.7 billion U.S. dollars. In contrast, the Japanese manufacturers who occupied more than 40% market share in the United States auto market had a tough 2009. Toyota was not only suffered a loss for the first time there, but also underwent the recall woes. The European and Japanese manufacturers in emerging markets represented by China, India, and Brazil gained unprecedented growths, particularly in the Chinese market.

　　The revival of Manufacturers in North America and tailwind of Asia-Pacific market marked the most turbulent year of 2009. In 2009, led by the GASOO website, the interviews of more than 60 experts and insiders from the automotive industry as well as auto enterprises and spare parts companies including the AT Kearney management consulting firm (Greater China), Roland Berger Strategy Consultants, Inc. (Greater China), Bain & Company (China), Beacon Business Consulting (Shanghai) Co., Ltd., Global Insight as well as some major OEMs and parts companies were written into the Investigation Report on Global Automotive Industrial Transformation (hereinafter referred to as the REPORT). The following is a comprehensive analysis of the reporter’s own investigation and the REPORT.

　　(Translator: yalong/ Jessie)

　　See original Chinese report Please click: http://auto.sohu.com/20100324/n271049500.shtml