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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 u
2、ncertainties 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 diff
3、iculties 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 updat
4、e the forward-looking statements, or to update the reasons why actual results could differ from those reflected in the forward-looking statements.Commercial Vehicle MarketTruck Market OverviewBus Market OverviewEngine / Transmission Suppliers2007 Commercial Vehicle Market Evolution 000 unitsMarket s
5、egmentation - Truck market, 2002-2007Source: China Automobile Yearbook 2007, China Auto AssociationMini LightMediumHeavy duty1,0981,2111,5261,5081,7512,494GTW 1.8tGTW 6tGTW 14tHeavy Duty TruckMedium TruckLight TruckMini TruckDefinition in China000 unitsTruck Market - Heavy duty market share evolutio
6、nSource: Internet Others245256371FOTONHongyanShanxiDFMFAWSinotruck237307000 units488Most Truck OEMs have formed alliances with foreign playersNorth Heavy Duty Truck Corp.Local OEMForeign partner DetailsDFM (Dongfeng)CNHTC (Sino-truck)Shanxi Auto GroupSAIC/ Chongqing HongyanFOTONNissan DieselVolvo/Re
7、naultVolvoMANIVECODCX50:50 JV from 1996 producing HDTJV Set up in 2003 producing HDT under Volvo brand, however the cooperation is not successful and JVs current volume is much lower than projectedProduce heavy duty vehicle with MAN F2000 technology67% share just acquired by JV between SAIC and Ivec
8、o, with 120 million Euro new investment, and planned capacity 40000 in 2008Plan to set up a JV to produce Benz truck. As the 1st step, Benz has purchased 24% share of Foton JianghuaiHyundaiDevelop new product based on Hyundai platformQingling Auto GroupIsuzuIsuzu acquired some shares and produce tru
9、ck product from 2005DCXProduce HDT with Benz technology (Technology transfer contract terminated)Hualing Auto GroupMitsubishiProduce HDT with Mitsubishi technologyJust jointly announced a plan to cooperate in HDT business; used to has plan to produce HDT under Renault brand by technology licenseJinh
10、ua Young ManMANProduce MAN brand heavy duty vehicle from 2004Guangzhou AutoHyundaiSigned a commercial vehicle JV contract in 2005 to produce medium and heavy duty truckDFM (Dongfeng)Bus market OverviewTop 3 (2007)YutongSuzhou King LongXiamen King LongJinbeiDFMFotonWulingChanganHafei55%87%46%Share of
11、 top 3 (2007 ytd) 1)000 units269289349391427LargeMediumLightSino-foreign programs in ChinaLocal OEMForeign partnerActionNorth Neoplan (Beijing North Machinery)Yutong BusJinhua Young ManGuilin Daewoo (Guilin Bus factory)Xian Volvo (Xian Aircraft Industry) MANNeoplanDaewooVolvoSet up a JV in 2002 and
12、produce high end/luxury bus chassis under MAN logo, losing money since establishmentSet up a 50:50 JV in 1994 to produce high end large busProduce high end coach with Volvo technology and brandNeoplanProduce high end large bus under license agreementSet up a JV and produce luxury large bus under tec
13、hnical licenseAn Kai BusEvobusProduce medium/luxury coaches with Evobus technologySAIC/SAGVolvoProduce medium/high end city bus with Volvo technology and brandYangzhou Yaxing BenzDCX50:50 JV began to product luxury bus from 1997. losing money for last 3 years. DCX is planning to withdrawShenyang Hin
14、o (Shenyang ShenFei)Hino50:50 JV, began operation from 2000, producing large/medium busesn 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
15、Capacity:200,000 XianJinan Beiqi Foton Capacity: 480,000 Shiyan Saic-FAW Auto Capacity:70,000QingdaoBeijingWhere they are ? King Long Unite Capacity:16,090SuzhouXiamen King Long Capacity:13,000 Yutong auto Capacity:25,522 ZhengzhouChangchun Source: InternetnCapacity including all Commercial vehicles
16、 Large Bus OEMHeavy Duty Truck OEMEngine / Transmission Suppliers - Commercial VehiclesnEngine Most of the top truck makers own their engine facilities.nTransmission The Fast which was hold by Weichai Power, dominated almost 80% heavy duty market. Weifang Weichai Power Capacity:245,000 Dongfeng Engi
17、ne Capacity:270,000 Shiyan Saic-FAW Engine Capacity:301,500 Sinotruck Engine Capacity: 100,000Jinan ChangchunChinas Top5 Engine Makers Commercial Vehicle Yulin Yuchai Power Capacity:600,000 Xian Fast Transmission Capacity:800,000Main 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 GROUPWEICHAI POWERSINOTRUCKFAWDONGFENG MOTORFAWSHANXI AUTOBEIQI FOTONDONGFENG MOTORSHANGQI HONGYANSINOTRUCKNORTH BENZCAMC TRUCKJACLinamar Automotive Systems (Wuxi)Certain information regarding Linamar set forth in this presentation and oral summary,
19、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 materially from t
20、hese 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 adversely affect
21、 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.
