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The Electric Vehicle Market in China is part of Netscribes’ Automobile Industry Series reports. Led by supportive government policies the electric vehicle market in China is expected to witness robust growth.
The report begins with an overview of the different segments of electric vehicles. It is followed by the market overview section which provides a snapshot of the global electric vehicle market. A brief comparison of the EV infrastructure deployment across nations has also been covered in this section. This is followed by a brief description of the electric vehicle market in China including the planned EV targets of major cities in China.
Factors driving the growth of the electric vehicle market in China are also explained in detail. Rising population and growing transport demand provides an impetus to the growth of the electric vehicle market in China. Foreign dependency on crude oil is expected to emerge as a major growth driver for the Chinese electric vehicle market. Reduction mandate of CO2 emission is expected to boost the growth prospects of the electric vehicle market in China. Per capita CO2 emission in China has grown with a CAGR of 6%. Development of EV battery manufacturers coupled with government incentives also provides a major growth opportunity for the electric vehicle market in China.
The players operating in the market also face challenges which are impeding their development and growth. Electric vehicle performance has emerged as a major challenge facing the market growth. Cost constraints and battery life cycle are also expected to have an unfavorable impact on the growth of the Chinese electric vehicle market.
Brief description of the key policies undertaken by the government of China with a view to develop the electric vehicle market is also highlighted in the report. Some of the major initiatives covered include development plan for fuel-efficient and new energy vehicles (2011-2020), ten cities, one thousand vehicles program and research and development support policies.
Emerging trends in the electric vehicle market include product innovation, infrastructure development and growing competition.
This is followed by the mergers and acquisitions section, illustrating the recent mergers and acquisition activities that have taken place in the Chinese electric vehicle market. This section includes the announced date, closing date, target, buyer/investor, seller and deal size.
The competition section outlays the competitive landscape of the electric vehicle market in China briefing about the domestic and foreign players existing in the market. This section provides a three dimensional analysis of domestic key players’ revenues, profits and market capitalization. The key domestic players are ranked according to the total income and net profit. The report also features brief profiles of major domestic players in the mar
2. Executive Summary
Global electric vehicle sales is expected to reach x mn units growing with a CAGR of y%
during 20‐‐‐‐‐
Market Electric vehicle sales in China is expected to reach y mn units growing with a CAGR of z%
during 20‐‐‐‐
Drivers: Challenges:
• Rising Population and Transport Demand • Vehicle Performance
Drivers & • Foreign Dependence for Crude Oil • Cost Constraints
Challenges • Reduction in CO2 Emission • Battery Life Cycle
• p y
Development of EV Battery Manufacturers
• Government Incentives
Fuel‐efficient and New Energy State‐owned Enterprise Electrical Vehicle Industry
Government Vehicles Program Alliance National Renewable Energy Law
Initiatives Ten Cities One Thousand Vehicles
Ten Cities, One Thousand Vehicles Research and Development Support Policies
Research and Development Support Policies
Program
Product Innovation
Trends Infrastructure Development
Growing Competition
Major Players
Competition Company 1 Company 2 Company 3 Company 4
ELECTRIC VEHICLES MARKET IN CHINA 2012.PPT 2
3. •Introduction
•Market Overview
• Global
• China
•Drivers & Challenges
•Government Initiatives
•Trends
g q
•Mergers & Acquisitions
•Competition
•Key Takeaway
Key Takeaway
ELECTRIC VEHICLES MARKET IN CHINA 2012.PPT 3
5. Led by government support, EV sales in China is expected to
grow with a CAGR of x% to reach y mn units by 20‐‐
Electric vehicles – Overview Market Size & Growth
• Electric vehicle sales in China is expected to reach x
mn units growing with a CAGR of y% during 20‐‐‐‐
units
• In 20‐‐, China completed the construction of y EV x2
1000000
charging stations and z EV charging poles Z%
800000
• China emerged as the global leader in terms of the 600000
number of charging stations and poles in 20‐‐
g g p 400000
Several Chinese cities such as A, B, C and D has announced 200000
EV deployment targets for 20‐‐ x1
0
20-- 20--e
Automotive Industry Changes Planned Target (20‐‐e)
‐‐‐ 20‐‐e
City EV target (‐‐)
A B
City 1
Ci 1 A
City 2 B
City 3 C
C D City 4
City 4 D
ELECTRIC VEHICLES MARKET IN CHINA 2012.PPT 5
6. Drivers & Challenges – Summary
Drivers
Challenges
Rising Population and Transport
Demand Vehicle Performance
Foreign Dependence for Crude Oil
Cost Constraints
Reduction in CO Emission
R d ti i CO2 E i i
Battery Life Cycle
Development of EV Battery
Manufacturers
Government Incentives
ELECTRIC VEHICLES MARKET IN CHINA 2012.PPT 6
15. Trends – Summary
Product Innovation
Key
Trends
d
Infrastructure
Growing Competition
Growing Competition
Development
l
ELECTRIC VEHICLES MARKET IN CHINA 2012.PPT 15
18. Domestic Competition – Summary (1/2)
Net Income
2,600
Size of the Bubble Represents Market Capitalization in USD mn
2,400
2,200
,
x4
2,000
1,800
557.8
1,600
,
1,400
1,200
1,000
800
600
400 x2
200
0
‐200 114.0
‐400 Total Income
‐5,000 0 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 50,000 55,000 60,000
Company 1 Company 2
Company 3
p y Company 4
p y
ELECTRIC VEHICLES MARKET IN CHINA 2012.PPT 18
20. Domestic Company – Company 1
Company Information Locations – China
City 1 , Country 1
Corporate Address
Tel No.
Tel No ‐
Fax No. ‐
Website ‐
Year of Incorporation ‐
Ticker Symbol ‐
Stock Exchange ‐
Products and Services
Products and Services
Category Products/Services Headquarters
A Product 1, Product 2 Key People
Name
N Designation
D i ti
B Product 1, product 2, Product 3,
Product 4 …. Person 1 Designation 1
Person 2 Designation 2
Person 3 Designation 3
Person 4 Designation 4
ELECTRIC VEHICLES MARKET IN CHINA 2012.PPT 20
21. Domestic Company – Company 1
Financial Snapshot
i i lS h Key Ratios
K i
y‐o‐y
Total Income Total Income Profit Particulars change (20‐ 20‐‐ 20‐‐ 20‐‐ 20‐‐
USD mn USD mn ‐‐‐)
Profit / Loss Profitability Ratios
8,000 x3 x4 600
Operating Margin
Operating Margin ‐ ‐ ‐ ‐‐ ‐
6,000 Net Margin ‐ ‐ ‐ ‐ ‐
x2 400
4,000 x1 Profit Before Tax Margin ‐ ‐‐ ‐ ‐ ‐
200 Return on Equity ‐ ‐ ‐ ‐ ‐
2,000
Return on Capital Employed ‐ ‐ ‐ ‐ ‐
0 0
20‐‐ 20‐‐ 20‐‐ 20‐‐ Return on Working Capital ‐ ‐ ‐ ‐ ‐
Return on Assets ‐ ‐ ‐‐ ‐ ‐
Financial Summary Return on Fixed Assets ‐ ‐ ‐ ‐ ‐
• The company earned a net profit of USD x mn in FY 20‐‐, as Cost Ratios
compared to net profit of USD y mn in FY 20‐‐ Operating costs (% of Sales) ‐ ‐ ‐ ‐ ‐
• The company reported total Income of USD x mn in FY 20‐‐, Administration costs (% of Sales) ‐ ‐ ‐ ‐ ‐‐
registering an increase of y per cent over FY 20‐‐
registering an increase of y per cent over FY 20 Interest costs (% of Sales) ‐ ‐‐ ‐ ‐ ‐
• The company reported an operating margin ofx per cent in FY 20‐‐ a Liquidity Ratios
decrease of y percentage points over FY 20‐‐ Current Ratio ‐ ‐ ‐ ‐ ‐
• The company reported debt to equity ratio of x in FY 20‐‐, an Cash Ratio ‐ ‐ ‐ ‐ ‐
increase of y per cent over FY 20‐‐ Leverage Ratios
Debt to Equity Ratio
Debt to Equity Ratio ‐ ‐ ‐ ‐ ‐
Financial Summary Debt to Capital Ratio ‐ ‐ ‐ ‐ ‐
Interest Coverage Ratio ‐ ‐ ‐ ‐ ‐
Indicators (dd/mm/yy) Efficiency Ratios
Market Capitalization (USD) ‐ Fixed Asset Turnover ‐ ‐ ‐ ‐ ‐
Total Enterprise Value (USD) ‐ Asset Turnover ‐ ‐ ‐ ‐ ‐
Current Asset Turnover
Current Asset Turnover ‐ ‐ ‐ ‐ ‐
EPS (USD) ‐
Working Capital Turnover ‐ ‐ ‐ ‐ ‐
PE Ratio (Absolute) ‐ Capital Employed Turnover ‐‐ ‐ ‐ ‐ ‐
ELECTRIC VEHICLES MARKET IN CHINA 2012.PPT 21
22. Domestic Company – Company 1
Key Business Segments Key Geographic Segments
A B C
A B C D E
b1 b2 b3
100% z3 z4 100% a1 c1 a2 c2 a3 c3
z1 z2 y2 y3
y3 y1
y4
50% y2
y1 50% x2 x3
x3 x1
x2 x4
x1
0% 0%
20‐‐ 20‐‐ 20‐‐ 20‐‐ 20‐‐ 20‐‐ 20‐‐
Key Recent Developments
Description News
• Company is a global leader x supply and has the largest market share in a, b, c and d in the world
Overview
• Green energy products such as x, y and z has been developed by the company
• Company entered into a technology partnership with Company 2 to develop a x for the Country 1 market
New Business • The x will be marketed under a new brand jointly owned by both Company 2 and Company 1
• A common x will also be established in Country 1 for the development, design and testing purposes of x
ELECTRIC VEHICLES MARKET IN CHINA 2012.PPT 22
23. Electric vehicle market in China is expected to reach x mn units
growing with a CAGR of y% during 20‐‐‐20‐‐
Supportive government policies is expected to drive the deployment of electric vehicles in China
Opportunities in the Government
Market Size
Market Size
Market
M k t Initiatives
ii i
units
Growing population x2 China launched the
leading to rise in 1,000,000 Z% ‘Development Plan
transport demand is
transport demand is for Fuel efficient and
for Fuel‐efficient and
500,000
expected to drive the New Energy Vehicles’
x1
demand for EV in China 0 to drive the market
20‐‐ 20‐‐e
Ten Cities, One
Growing foreign
Growing foreign Thousand Vehicles
Th d V hi l
dependency on crude oil Program to increase
coupled with reduction in the deployment of
CO2 emission to drive the Challenges EV in China
EV market in China
Government has also
• Vehicle Performance launched several
Development of domestic research and
EV manufacturers and • Cost Constraints
development
supportive government • Battery Life Cycle
y y programs to develop
programs to develop
incentives to drive EV the Chinese EV
market growth market
ELECTRIC VEHICLES MARKET IN CHINA 2012.PPT 23
24. Thank you for the attention
The Electric Vehicle Market – China report is a part of Netscribes’ Automobile Industry Series.
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ELECTRIC VEHICLES MARKET IN CHINA 2012.PPT 24