For the complete report, get in touch with us at : info@netscribes.com The electric vehicles market which includes battery electric vehicles, plug-in hybrid electric vehicles, hybrid electric vehicles and fuel cell electric vehicles has been pegged at USD 1800 mn in 2008. Traditional players of automobile from North America are finding great opportunity in the electric vehicle market in China. Startup companies, whether domestic or foreign players, are looking to invest in the market. Vehicles are powered by lithium-ion batteries which have quite a high power-to-weight ratio and hence are considered to be the best battery for an automotive application. Government, along with domestic players, is looking for lithium-ore mines which show strong growth opportunity for EV market. Government initiatives and subsidies coupled with localization of electric vehicles and its parts manufacturers in China will drive the electric vehicle market in China. The report begins with an introduction of electric vehicles market indicating different type of electric vehicles and its power sources. It provides information regarding the Chinese automobile market including an overview, automotive sales and share of electric vehicles in 2012 and 2030. This is following by an overview of the electric vehicles market in China and includes its market size and growth, and segmentation. It further talks about advantages and challenges behind different types of electric vehicles namely battery electric vehicles, plug-in hybrid electric vehicles, hybrid electric vehicles and fuel cell electric vehicles. It discusses the initiatives taken by the government, indicating the fund allocated for development of electric vehicles, governments target for the number of EV developed and subsidies for different types of vehicles. An analysis of drivers explain factors contributing to the growth of electric vehicles market including depleting and dependency on oil reserves, development of battery manufacturers, development of charging stations, development of smart grid, first time car buyer and population advantage. The key challenges identified include high cost of electric vehicles, lack of awareness about energy efficient vehicles and performance shortcomings. Competition section provides brief profiles of major domestic and foreign players in the market. The section contains a snapshot of their corporation, financial performance and business highlights, providing an insight into the existing competitive scenario.

1. Electric Vehicles – China
September 2010

2. Executive Summary
China is capitalizing on the major opportunities in the electric vehicles (EV) market
Market China is expected surpass the US and will become the biggest auto market in the world
Chinese electric vehicles will account A% in 20-- and B% 20-- of total automobile market
LE
Government initiatives and subsidies will boost the electric vehicle market in China
Government
It will invest USD C bn by 20-- for the development and production of new energy vehicles
P
Initiative Government will spend two-third of this amount i.e. USD D bn by 20--
Drivers &
Drivers
SAM
– Depleting and dependency on oil reserve
– Development of battery manufacturer
– Development of charging station
Challenges
– High cost of electric vehicles
– Lack of awareness about energy efficient
vehicles
– Development of smart grid – Performance shortcomings
Challenges – First time car buyer
– Population advantage
China will become an auto hub with the involvement of domestic and foreign startup players
Domestic Players Foreign Players
Company 1 Company X
Competition
Company 2 Company Y
Company 3 Company Z
ELECTRIC VEHICLES MARKET IN CHINA 2010.PPT 2

3. •Market Introduction
•Market Overview
•Government Initiative
•Drivers & Challenges
•Competition
ELECTRIC VEHICLES MARKET IN CHINA 2010.PPT 3

4. Market Introduction
Electric Vehicles
Plug in Hybrid Electric
Battery Electric Vehicles Hybrid Electric Vehicles Fuel Cell Electric Vehicles
Vehicles
PLE • Propelled by a combination
of conventional internal
M
• Propelled by a combination combustion engine and a
A
of conventional internal battery system • Propelled by electricity
• Propelled only by batteries
combustion engine and by • Battery is recharged from an produced by a combination of
S
• Recharged from any external
battery systems internal technology such as hydrogen fuel and oxygen
source of electricity
• Battery is recharged from an regenerative braking system • Hydrogen is used as fuel
external source of electricity which converts vehicles
kinetic energy into batteries
electrical energy
China is expected to transform its existing production capacity so as to sell A mn new energy vehicles by 20-- which
China is expected to transform its existing production capacity so as to sell A mn new energy vehicles by 20-- which
include pure electric vehicles, plug-in hybrid vehicles and hybrid vehicles
include pure electric vehicles, plug-in hybrid vehicles and hybrid vehicles
ELECTRIC VEHICLES MARKET IN CHINA 2010.PPT 4

5. China is capitalizing on the major opportunities in the
electric vehicles market
Electric vehicles – Overview Market Size & Growth
• China's electric vehicles (EV) market has been
USD mn
growing at a tremendous pace and is expected to
develop further 2000 D
M%
LE
It is being supported by the Chinese government towards 1500
C
becoming the leading producer of EV within three years 1000
P
B
• China is swiftly becoming an EV powerhouse 500 A
M
Legacy car companies from North America, Europe and
0
A
Japan haven’t yet mastered the EV technologies
20-- 20-- 20-- 20--
S
– Early lead in EV will help China in acquiring major market share
within this nascent market
• According to a survey, J% of Chinese will purchase an
Segmentation in the Auto Market (20--)
EV within K years, which is L times higher than any Type 1 Car Type 1 Bike
other country surveyed, including the US, Germany Type 2 Car Type 2 Bike
and Japan, indicating a strong potential
mn mn
• Development of pure electric vehicles is going to be
15 150
the focus of domestic automobile companies
It has been estimated that more than M domestic auto 10 100
enterprises claim to have acquired technologies for pure E% G%
5 50
EV
0 F% 0 H%
ELECTRIC VEHICLES MARKET IN CHINA 2010.PPT 5

6. Drivers & Challenges – Summary
Drivers
Depleting and dependency on oil
reserve
Challenges
Development of battery manufacturer
High cost of electric vehicles
Development of charging station Lack of awareness about energy
efficient vehicles
Development of smart grid Performance shortcomings
First time car buyer
Population advantage
ELECTRIC VEHICLES MARKET IN CHINA 2010.PPT 6

7. Domestic Players in the Market (1/8)
Company Snapshot: Company 1
Corporate Information Financial Performance
USD bn Total Revenue USD bn
Headquarters State
3 Net Profit 0.08
Company Type Listed 0.06
2
0.04
Founded 19-- 1
0.02
Key People Person A 0 0.00
20-- 20-- 20-- 20--
Business Highlights
PLE
• Company 1 engages in the development, manufacture and sale of commercial and passenger vehicles
M
It offers multi-purpose vehicles, sport recreation vehicles, sedans, bus chassis, buses, engineering machinery, engines, gearboxes and
A
other components
S
• It is one of the Chinese automaker who has been consulted by the government for EV implementation strategy
• Planning to invest about USD A bn on production of clean technology vehicles through a partnership
It has set up a B-C venture with the private equity company and aims to make D mn cars in the next eight years
ELECTRIC VEHICLES MARKET IN CHINA 2010.PPT 7

8. Thank you for the attention
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ELECTRIC VEHICLES MARKET IN CHINA 2010.PPT 8