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1、,Certain information regarding Linamar set forth in this presentation and oral summary,including managements assessment of the Companys future plans and operations may constitute forward-looking statements.This information is based on current expectations that are subject to significant risks and un
2、certainties that are difficult to predict.Actual results may differ materially from these anticipated in the forward-looking statements due to factors such as customer demand and timing of buying decisions,product mix,competitive products and pricing pressure.In addition,uncertainties and difficulti
3、es in domestic and foreign financial markets and economies could adversely affect demand from customers.These factors,as well as general economic and political conditions,may in turn have a material adverse effect on the Companys financial results.The Company assumes no obligation to update the forw
4、ard-looking statements,or to update the reasons why actual results could differ from those reflected in the forward-looking statements.,Commercial Vehicle Market,Truck Market OverviewBus Market OverviewEngine/Transmission Suppliers,2007 Commercial Vehicle Market Evolution,000 units,Market segmentati
5、on-Truck market,2002-2007,Source:China Automobile Yearbook 2007,China Auto Association,Mini,Light,Medium,Heavy duty,1,098,1,211,1,526,1,508,1,751,2,494,Definition in China,000 units,Truck Market-Heavy duty market share evolution,Source:Internet,Others,245,256,371,FOTON,Hongyan,Shanxi,DFM,FAW,Sinotru
6、ck,237,307,000 units,488,Most Truck OEMs have formed alliances with foreign players,North Heavy Duty Truck Corp.,Local OEM,Foreign partner,Details,DFM(Dongfeng),CNHTC(Sino-truck),Shanxi Auto Group,SAIC/Chongqing Hongyan,FOTON,Nissan Diesel,Volvo/Renault,Volvo,MAN,IVECO,DCX,50:50 JV from 1996 produci
7、ng HDT,JV Set up in 2003 producing HDT under Volvo brand,however the cooperation is not successful and JVs current volume is much lower than projected,Produce heavy duty vehicle with MAN F2000 technology,67%share just acquired by JV between SAIC and Iveco,with 120 million Euro new investment,and pla
8、nned capacity 40000 in 2008,Plan to set up a JV to produce Benz truck.As the 1st step,Benz has purchased 24%share of Foton,Jianghuai,Hyundai,Develop new product based on Hyundai platform,Qingling Auto Group,Isuzu,Isuzu acquired some shares and produce truck product from 2005,DCX,Produce HDT with Ben
9、z technology(Technology transfer contract terminated),Hualing Auto Group,Mitsubishi,Produce HDT with Mitsubishi technology,Just jointly announced a plan to cooperate in HDT business;used to has plan to produce HDT under Renault brand by technology license,Jinhua Young Man,MAN,Produce MAN brand heavy
10、 duty vehicle from 2004,Guangzhou Auto,Hyundai,Signed a commercial vehicle JV contract in 2005 to produce medium and heavy duty truck,DFM(Dongfeng),Bus market Overview,Top 3(2007),YutongSuzhou King LongXiamen King Long,JinbeiDFMFoton,WulingChanganHafei,55%,87%,46%,Share of top 3(2007 ytd)1),000 unit
11、s,269,289,349,391,427,Large,Medium,Light,Sino-foreign programs in China,Local OEM,Foreign partner,Action,North Neoplan(Beijing North Machinery),Yutong Bus,Jinhua Young Man,Guilin Daewoo(Guilin Bus factory),Xian Volvo(Xian Aircraft Industry),MAN,Neoplan,Daewoo,Volvo,Set up a JV in 2002 and produce hi
12、gh end/luxury bus chassis under MAN logo,losing money since establishment,Set up a 50:50 JV in 1994 to produce high end large bus,Produce high end coach with Volvo technology and brand,Neoplan,Produce high end large bus under license agreement,Set up a JV and produce luxury large bus under technical
13、 license,An Kai Bus,Evobus,Produce medium/luxury coaches with Evobus technology,SAIC/SAG,Volvo,Produce medium/high end city bus with Volvo technology and brand,Yangzhou Yaxing Benz,DCX,50:50 JV began to product luxury bus from 1997.losing money for last 3 years.DCX is planning to withdraw,Shenyang H
14、ino(Shenyang ShenFei),Hino,50:50 JV,began operation from 2000,producing large/medium buses,Medium/large bus segment focus on high end/luxury products,high end only occupies 5%of total volume,Sinotruck Auto Capacity:100,000,Shaanxi auto Capacity:70,000,Dongfeng auto Capacity:200,000,Saic-FAW Auto Cap
15、acity:200,000,Xian,Jinan,Beiqi Foton Capacity:480,000,Shiyan,Saic-FAW Auto Capacity:70,000,Qingdao,Beijing,Where they are?,King Long Unite Capacity:16,090,Suzhou,Xiamen,King Long Capacity:13,000,Yutong auto Capacity:25,522,Zhengzhou,Changchun,Source:Internet,Capacity including all Commercial vehicle
16、s,Large Bus OEM,Heavy Duty Truck OEM,Engine/Transmission Suppliers-Commercial Vehicles,Engine Most of the top truck makers own their engine facilities.Transmission The Fast which was hold by Weichai Power,dominated almost 80%heavy duty market.,Weifang,Weichai Power Capacity:245,000,Dongfeng Engine C
17、apacity:270,000,Shiyan,Saic-FAW Engine Capacity:301,500,Sinotruck Engine Capacity:100,000,Jinan,Changchun,Chinas Top5 Engine Makers Commercial Vehicle,Yulin,Yuchai Power Capacity:600,000,Xian,Fast Transmission Capacity:800,000,Main Engine Maker Market Relation,YUTONG宇通客车,SG AUTO曙光汽车,SUNWIN AUTO申沃汽车,
18、FAW一汽,KINGLONG AUTO金龙汽车,BEIQI FOTON MOTOR北汽福田,YUCHAI GROUP,WEICHAI POWER,SINOTRUCK,FAW,DONGFENG MOTOR,FAW,SHANXI AUTO,BEIQI FOTON,DONGFENG MOTOR,SHANGQI HONGYAN,SINOTRUCK,NORTH BENZ,CAMC TRUCK,JAC,Linamar Automotive Systems(Wuxi),Certain information regarding Linamar set forth in this presentation a
19、nd oral summary,including managements assessment of the Companys future plans and operations may constitute forward-looking statements.This information is based on current expectations that are subject to significant risks and uncertainties that are difficult to predict.Actual results may differ mat
20、erially from these anticipated in the forward-looking statements due to factors such as customer demand and timing of buying decisions,product mix,competitive products and pricing pressure.In addition,uncertainties and difficulties in domestic and foreign financial markets and economies could advers
21、ely affect demand from customers.These factors,as well as general economic and political conditions,may in turn have a material adverse effect on the Companys financial results.The Company assumes no obligation to update the forward-looking statements,or to update the reasons why actual results could differ from those reflected in the forward-looking statements.,
