2003高盛中国汽车市场分析报告(PDF 48页)

Table of contents
1 Overview: Too many bulls in a China shop?
3 Auto producers are rushing into China
7 The Chinese car market may not be as attractive as claimed
9 Macroeconomic development may not be as rapid as hoped
19 Overcapacity a real threat in China
23 Competition and lower tariffs should result in rapid price falls
26 Continued government influence on auto industry likely
29 Chinese profitability is due to high pricing, not low costs
33 Could China be a repeat of the Brazilian auto story?
36 A quick guide to China’s car producers
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