英語課件 China Market StudyPPT

1、For STK Internal Review OnlyFor STK Internal Review OnlyThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of This proposal is confidential and cannot be provided to or shared with any third party without the prior written consent

2、 of PricewaterhouseCoopersPricewaterhouseCoopers. .Singapore Technology KineticsThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 2ContentsPart : Executive SummaryPart : Market potentials2.1 Market pote

3、ntials2.2 Key market drivers and trendsPart : Regulatory environments3.1 The impacts of the relative laws3.2 The impacts of local protectionismPart : Competition landscape 4.1 Products plans of key competitors4.2 Pricing strategy of key competitors4.3 Products from new comersPart : Customer assessme

4、nt5.1 Customer preference5.3 Satisfaction & dissatisfaction5.4 Trends of demand structurePart : Others6.1 Costs trends of top 5 raw materials6.2 Macro environments factors and trendsPart : Program BackgroundsAppendixThis proposal is confidential and cannot be provided to or shared with any third

5、 party without the prior written consent of PricewaterhouseCoopers. 3This proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 4Executive summary Comments from the interviewsTotal market size for cements tanker

6、sTotal market sizeHCFC22 & HFC134aUnit: tons0200004000060000800001000001200001400001600001999200020012002200320042005HFC134aHCFC 2275,893142,7576,04711,833This proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCo

7、opers. 5Executive summary commentsTotal market size for concrete mixerTotal market sizeHCFC22 & HFC134aUnit: tons0200004000060000800001000001200001400001600001999200020012002200320042005HFC134aHCFC 2275,893142,7576,04711,833This proposal is confidential and cannot be provided to or shared with a

8、ny third party without the prior written consent of PricewaterhouseCoopers. 6Executive summary CommentsTotal market size for off-road dump truckTotal market sizeHCFC22 & HFC134aUnit: tons0200004000060000800001000001200001400001600001999200020012002200320042005HFC134aHCFC 2275,893142,7576,04711,8

9、33This proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 7Executive summary CommentsTotal market size for articulated dump truckTotal market sizeHCFC22 & HFC134aUnit: tons02000040000600008000010000012000

10、01400001600001999200020012002200320042005HFC134aHCFC 2275,893142,7576,04711,833This proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 8Executive summaryRegulatory environmentsUnwrittenrules Over-loadFuel tax

11、 CommentsThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 9Executive summaryCompetition arenaMarket sizeManufacturerRe-fillerMNCPriceMarket sizeManufacturerRe-fillerMNCPriceCements tankersConcrete mixe

12、rs Comments CommentsThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 10Executive summaryCompetition arena (Cont)Market sizeManufacturerRe-fillerMNCPriceMarket sizeManufacturerRe-fillerMNCPriceODTADT Co

13、mments CommentsThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 11Executive summary CommentsHCFC22BrandQualityCreditTermAlliancePriceOEMsDistributor RetailerServices StationHFC134aBrandQualityCreditTer

14、mAlliance PriceOEMsDistributorRetailerServices StationNot importantImportantCustomers assessmentThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 12Executive summaryOthers: Macro EnvironmentsThis propos

15、al is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 13This proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 14Total marke

16、t size for cements tankers Comments* sources0200040006000800010000120001400019992000200120022003200420056,04711,833Annual growth rate: about 18.5%Unit: tons2.1 Market potentialsThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of

17、 PricewaterhouseCoopers. 15New addedUnit: tons010000200003000040000500006000070000800009000019992000200120022003200420051 Kg1.7 Kg2 KgCements tankers: new added2.1 Market size over the next 4 years Comments* NotesThis proposal is confidential and cannot be provided to or shared with any third party

18、without the prior written consent of PricewaterhouseCoopers. 16New addedUnit: tons010000200003000040000500006000070000800009000019992000200120022003200420051 Kg1.7 Kg2 KgCements tankers: replacement2.1 Market size over the next 4 years Comments* Notes This proposal is confidential and cannot be prov

19、ided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 17Total market size for cements tankers Comments* sources0200040006000800010000120001400019992000200120022003200420056,04711,833Annual growth rate: about 18.5%Unit: tons2.1 Market potentialsThis propo

20、sal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 18New addedUnit: tons010000200003000040000500006000070000800009000019992000200120022003200420051 Kg1.7 Kg2 KgConcrete mixers: new added2.1 Market size over the ne

21、xt 4 years Comments* Notes This proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 19New addedUnit: tons010000200003000040000500006000070000800009000019992000200120022003200420051 Kg1.7 Kg2 KgConcrete mixers:

22、 replacement2.1 Market size over the next 4 years Comments* Notes This proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 20Concrete mixers: focused market size Shanghai* sources020004000600080001000012000140

23、0019992000200120022003200420052.1 Market potentials Beijing020004000600080001000012000140001999200020012002200320042005* sources Comments Comments This proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 21Tot

24、al market size for off-road dump truck Comments* sources0200040006000800010000120001400019992000200120022003200420056,04711,833Annual growth rate: about 18.5%Unit: tons2.1 Market potentialsThis proposal is confidential and cannot be provided to or shared with any third party without the prior writte

25、n consent of PricewaterhouseCoopers. 22Total market size for articulated dump truck Comments* sources0200040006000800010000120001400019992000200120022003200420056,04711,833Annual growth rate: about 18.5%Unit: tons2.1 Market potentialsThis proposal is confidential and cannot be provided to or shared

26、with any third party without the prior written consent of PricewaterhouseCoopers. 232.2 Key market driversKey drivers: regulatory, construction projects, west opening strategy, civilization, and influential eventsKey driverslBriefCivilizationlBriefConstruction projectslBriefRegulatorylBriefInfluenti

27、al eventslBriefWest-opening strategyThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 24Regulatory Law 1Impacts: Comments Law 2 Comments* Sources2.2 Key market drivers and trendsThis proposal is confide

28、ntial and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 25Construction projects Projects 1Impacts: Comments Projects 2 Comments* Sources2.2 Key market drivers and trendsThis proposal is confidential and cannot be provided to or shar

29、ed with any third party without the prior written consent of PricewaterhouseCoopers. 26West-opening strategy Planning and impacts* Sources2.2 Key market drivers and trendsThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of Price

30、waterhouseCoopers. 27Civilization progress* Sources2.2 Key market drivers and trends Planning and impactsThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 28Influential events Olympic games Impacts: Com

31、ments 2010 expo in Shanghai Comments* Sources2.2 Key market drivers and trendsThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 29This proposal is confidential and cannot be provided to or shared with a

32、ny third party without the prior written consent of PricewaterhouseCoopers. 303.1 Impacts of relative regulationsRegulatory environmentsThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 31Weighted asses

33、sment: Fuel taxWill be inserted late onRelated governments, experts, key competitors, key customers and journalists were interviewed to derive their viewpoints on the of fuel tax;Then, 1-5 scale measurement was employed to assess the parties viewpoints;Based on our understanding of the importance of

34、 each party, a weight was assigned;Finally, weighted result of the fuel tax was arrived at.3.1 Impacts of relative regulationsThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 32* The weights are based

35、on PWCs understanding of the importance of each party respectively and subject to changingWeighted assessment: Fuel tax33345JournalistCompetitorCustomerExpertsGovernment34455JournalistCompetitorCustomerExpertGovernmentRegulation effectivenessRegulation impactsWeights*Total weights*60%40%Weighted ass

36、essment 3.1 Impacts of relative regulationsThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 3333345JournalistCompetitorCustomerExpertsGovernmentRegulation effectiveness“The fuel tax will surely be carr

37、ied into execution in the near future, and the governments is confident that it will be well carried through.”- A governor, from China Tax bureau “The fuel tax will be carried out or not, we just dont know, for the government has planed for many years and never has actually brought about.”- Manageme

38、nt from a key customer“As you know, If the government take it seriously, all the rules are well fulfilled. Just the same to fuel tax.”- Mr. Chen Lai, Journalist from China Business TimeTotal: Weighted assessment: Fuel taxWeights*3.1 Impacts of relative regulations* The weights are based on PWCs unde

39、rstanding of the importance of each party respectively and subject to changingThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 3434455JournalistCompetitorCustomerExpertGovernmentRegulation impactsWeigh

40、ted assessment: Fuel taxTotal: Weights*“When we take action, we will surely try all our best to get the rule into the right way, which will impact most of oil-greedy vehicles.”- China Transportation Dept.“If the governments really carry the fuel tax rule out, we will have to improve our vehicle effi

41、ciency.”- Personnel from Liaoning Hainuo“I dont think the fuel tax will impact the vehicles in use heavily, especially when the purchasing costs are higher than customers expectation.”- Mr. Chen Lai, Journalist from China Business Time3.1 Impacts of relative regulations* The weights are based on PWC

42、s understanding of the importance of each party respectively and subject to changingThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 35Weighted assessment: Over-loading RestrictionWill be inserted late

43、 onRelated governments, experts, key competitors, key customers and journalists were interviewed to derive their views on the regulation;Then, 1-5 scale measurement was employed to assess the parties viewpoints;Based on our understanding of the importance of each party, a weight was assigned;Finally

44、, a weighted result of the rule was arrived at.3.1 Impacts of relative regulationsThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 36Weighted assessment: Over-loading Restriction44445JournalistCompetit

45、orCustomerExpertsGovernment34455JournalistCompetitorCustomerExpertGovernmentRegulation effectivenessRegulation impactsWeights*Total weights*60%40%Weighted assessment 3.1 Impacts of relative regulations* The weights are based on PWCs understanding of the importance of each party respectively and subj

46、ect to changingThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 3744445JournalistCompetitorCustomerExpertsGovernmentRegulation effectiveness“Over-loading is very common currently in China. But it will

47、be well managed in the near future, for we will spare much efforts to look it over.”- China Police Dept. “Lots of our key customers are caring for over-loading. They will cost much if caught for over-loading.”- Management from a key manufacturer“, some local government care more for the regulation,

48、some not. It really depends on the attitude of local government.”- Mr. Zhang Bing, Journalist from China Auto PaperTotal: Weighted assessment: Over-loading RestrictionWeights*3.1 Impacts of relative regulations* The weights are based on PWCs understanding of the importance of each party respectively

49、 and subject to changingThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 3833455JournalistCompetitorCustomerExpertGovernmentRegulation impactsWeighted assessment: Overloading RestrictionTotal: Weights*

50、“Restricting over-loading will open a much more potential market for the new products, especially the ones by JV.”- Mr. Sun Yullin, from BDTHP“If the governments take it (restricting over-loading) seriously, we will only need to inform our clients not to over-load.”- Mr. Wu Yong, Manager from Shangh

51、ai Huajian“They (customers) may not purchasing the products, for they may find that the purchasing cost of new products will exceed the running costs saved from the adoption of them. Most of them are short-sighted”- Mr. Zhang Bing, Journalist from China Auto Paper3.1 Impacts of relative regulations*

52、 The weights are based on PWCs understanding of the importance of each party respectively and subject to changingThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 39Assessment: Non-onsite Cements Mixing

53、To be inserted late on“The rule have been well executed. With the wake-up of concerning on environments, more and more middle & small-sized cities have joined into pushing to use pre-mixed concrete.”- Mr. Ji, from China Cements Association.3.1 Impacts of relative regulationsThis proposal is conf

54、idential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 40Assessment: Encouraging Bulk Cements Usage3.1 Impacts of relative regulationsTo be inserted late on* Pls see appendix for more information on the progress on bulk cements

55、in some key provincesThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 413.2 Impacts of unwritten rulesComments from some key market players“There is now obvious restriction on out-comers, we are runnin

56、g very well in Beijing market.” - Mr. Li Mingshen, sales representative from Liao Ning Hai Nuo“We have outcome most of our competitors in the cements tanker and concrete mixer market, and done well with the local partners and governments. I never heard any unwritten discriminating rules adopted by a

57、ny local governments. What they care mostly is whether the products actually bring benefits to their company and local development.” - Sales rep, From Beijing rep office of Anhui XingMa“When buying new equipments, we just care for their function and price. No discrimination between local products an

58、d the ones from other places.”- Mrs Shi Ruisheng, Assistant manager from Beijing no.2 construction concrete companyThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 423.3 City planning and regulatoryPla

59、nning & regulatory: ShanghaiTo be inserted late onThis proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 433.3 City planning and regulatoryPlanning & regulatory: BeijingTo be inserted late onThis pro

60、posal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 44This proposal is confidential and cannot be provided to or shared with any third party without the prior written consent of PricewaterhouseCoopers. 450500100015002000199920002001 454.1 Co