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Competing in the Global Truck Industry Emerging Markets Spotlight
KPMG INTERNATIONAL Competing in the Global Truck Industry Emerging Markets Spotlight Challenges and future winning strategies September 2011 kpmg.com ii | Competing in the Global Truck Industry – Emerging Markets Spotlight Acknowledgements We would like to express our special thanks to the Institut für Automobilwirtschaft (Institute for Automotive Research) under the lead of Prof. Dr. Willi Diez for its longstanding cooperation and valuable contribution to this study. Prof. Dr. Willi Diez Director Institut für Automobilwirtschaft (IfA) [Institute for Automotive Research] [email protected] www.ifa-info.de We would also like to thank deeply the following senior executives who participated in in-depth interviews to provide further insight: (Listed alphabetically by organization name) Shen Yang Senior Director of Strategy and Development Beiqi Foton Motor Co., Ltd. (China) Andreas Renschler Member of the Board and Head of Daimler Trucks Division Daimler AG (Germany) Ashot Aroutunyan Director of Marketing and Advertising KAMAZ OAO (Russia) Prof. Dr.-Ing. Heinz Junker Chairman of the Management Board MAHLE Group (Germany) Dee Kapur President of the Truck Group Navistar International Corporation (USA) Jack Allen President of the North American Truck Group Navistar International Corporation (USA) George Kapitelli Vice President SAIC GM Wuling Automobile Co., Ltd. (SGMW) (China) Ravi Pisharody President (Commercial Vehicle Business Unit) Tata Motors Ltd. (India) © 2011 KPMG International Cooperative (“KPMG International”), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International provides no client services. All rights reserved. Competing in the Global Truck Industry – Emerging Markets Spotlight | iii Editorial Commercial vehicle sales are spurred by far exceeded the most optimistic on by economic growth going in hand expectations – how can we foresee the with the rising demand for the transport potentials and importance of issues of goods. -
Каталог ACPS Automotive
I. ТСУ на российские автомобили % Сертификат "@ сооответствия Масса ТСУ, Марка и модель автомобиля Статус максим / Каталож ТР ТС 018/2011 Время Smart- кг Тип Техническая верт вырез кузова, номер Год выпуска (ссылка) Код шара D, kN бампера установки, информация Демонтаж шара нагрузка на бампера Сверление Connect ТСУ лонжееронов ч * шар CHEVROLET Новинка 1223-AN A Niva 2123 4x4 2002- В.00516 @ 0159 8.14 1500/75 1.0 К 14.5 2018г. - - 1230-E E Niva 2123 4x4 2002- В.00552 @ E 8.14 1500/75 - - 1.0 К 15.6 Datsun 1229-E E On-Do (без электрики) 2014- В.00552 @ E 6.31 1100/75 - - 1.0 П 10.9 1218-A A On-Do 2014- В.00516 @ 0186 6.31 1100/75 - - 1.0 К 9.3 Новинка 1219-AN A Mi-Do 2014- В.00552 @ 0400 5.59 1100/50 1.0 К 8.7 2018г. - - GAZ 3806-A A Volga - 3110, 31105 sedan (двигатель Chrysler) 1997- В.00517 @ 0165 7,56 1300/75 - + 1.0 К 15.2 3806-H H Volga - 3110, 31105 sedan (двигатель Chrysler) 1997- В.00517 @ ---- 7,56 1300/75 - + 1.0 К 14.5 Gazelle - 2705, 3221minibus (глушитель в бок) 1995- 5601-F F В.00552 @ F 12.49 2000/75 1.5 К 17 + 13 Gazelle NEXT 2016- - + 5602-F F Gazelle - 3302 1995- В.00552 @ F 12.49 2000/75 - + 1.5 К 19 + 18 Gazelle - 2752 Sobol, 2217 Barguzin minibus (глушитель в 5605-F F 1999/12- В.00552 @ F 9.36 1400/75 1.5 К 18.9 бок) - + Новинка 5606-AN A Gazelle - 2752 Sobol, 2217 Barguzin minibus 1999/12- В.00516 @ 0140 11.85 2000/100 1.5 К 12.3 2018г. -
Why the Russians Backed the Opel-Magna-GAZ Deal??
Why the Russians backed the Opel-Magna-GAZ deal?? Evolution of Russian Market PC Regs. Credit: R L Polk Keep three facts in mind: the Russian car market will be the largest in ‘Europe’ by 2012. The average amount people are willing to spend on a car is rising rapidly ($21,700 in 2008). Foreign car makers are taking a growing slice of the market away from domestic producers. Potentially, Russia is one of the globe’s ‘prize’ markets and its domestic car makers do not intend to give it all away to foreigners. Since the collapse of the Soviet Union in 1991, the car market in Russia has split into two broad geographic segments: in west Russia, the affluent ‘have’ buyers acquire cars that match European standards. They are mostly full or Russian-built imports; in east Russia, the majority ‘have-nots’ buy cheaper, domestic cars. The challenge facing the domestic producers is that their customer base want cars of similar standards as the imports. Domestic and Foreign Shares of the lucrative Russian Car Market 2002 - 2008 So, what’s the problem? To start with, domestic cars are still plagued with sub-standard suppliers and counterfeit after-market parts. Quality control in the factory’s is embryonic, so electrical and trim parts are poor, engineering in unreliability. To cap it all, many domestic brands are tarnished by their terrible reputation established in the ‘90’s—with the fall of the Soviet Union—when production quality collapsed as they couldn’t pay their workers. Another obstacle is emissions compliance. Most domestic cars meet Euro 0 standards and only in 2010 will Euro 2 be required. -
Ceauto 18/2015 Newsletter 06
CeAUTO 18/2015 Newsletter 06. 05. 2015 INDEX • International 1 • Turkey 10 • Bulgaria 2 • Ukraine 11 • Czech Republic 3 • News from Middle East and Africa 11 • Hungary 4 • Bahrain 11 • Poland 5 • Iran 11 • Romania 5 • Morocco 12 • Russia 6 • Interview 13 • Serbia 10 • This week on ceauto.co.hu 14 • Slovakia 10 • Imprint 14 • Slovenia 10 NEWS International Volkswagen creates integrated commercial vehicles group Volkswagen AG is creating an integrated commercial vehicles group and thus putting in place a structured framework for business with mid-sized and heavy trucks and buses. Truck & Bus GmbH is to become the new Volkswagen Group holding for the MAN and Scania commercial vehicle brands. To this end, the shares in Scania AB held by Volkswagen AG will be transferred to Truck & Bus GmbH. The wholly-owned Volkswagen subsidiary already holds 75.28 percent of the voting rights in MAN SE. The company will be led by Andreas Renschler, member of the Board of Management of Volkswagen AG. Truck & Bus GmbH will steer and coordinate cooperation among the three commercial vehicle companies MAN Truck & Bus AG, MAN Latin America Ltda. and Scania AB. Volkswagen Nutzfahrzeuge (Volkswagen Commercial Vehicles), Volkswagen Group’s manufacturer of light commercial vehicles, will also form part of the integrated commercial vehicles group and will report to Renschler. However, the brand will continue to maintain close ties with the Volkswagen Pkw (Volkswagen Passenger Cars) brand where the synergies mainly lie. 1 CeAUTO Newsletter 18/2015 | 06. 05. 2015 Delphi may spend up to $3 billion on an acquisition in 2015 Delphi Automotive plc could spend $1 billion to $3 billion this year on a large acquisition related to its traditional “hardware” business, the company’s CEO Kevin Clark said in an interview with Reuters. -
Brochure (.Pdf)
COMPANY PROFILE Sumitomo Riko Company Limited Founded: December 1929. Work force: Headquarter: From October 1st 2014 Higashi 3-1 is a member of Sumitomo Group Capital: ¥ 12,145 million about 24,000 worldwide. Komaki, 485-8550 TOKAI RUBBER INDUSTRIES, LTD (Ranked 14th place on Largest 100 (90 million euro). Listed on the First Section of OEM suppliers) with more than 80 Tokyo StockExchange and Na- Aichi Prefecture - Japan year of experience in Automotive Tu rnover: 3,542 billion euro goya Stock Exchange,TOPIX (Nagoya metropolitan area). SUMITOMO RIKO Company Limited Components. (fi scal year 2016). index. portfolio is spread between. Hello to all of you example of how an organization ABOUT can transform itself to keep at the My name is Yoji Suzuki and I’m forefront of industry demands. US President of Automotive Hose Business Headquarters Our Corporate Philosophy is right balance of Human Resources As SumiRiko, we have stayed Development putting value on in business for over 40 years by Employees, Fair Business with our listening to our customers and Customers & Suppliers Sharehold- building one-on-one relationships. ers Satisfaction, and Respect for We are a company with core Community in which we live and values, but we also recognize the on which we act day by day. importance of constantly innovat- ing and adapting to new ways of Our Goals for the Future is ensur- doing business and technology. ing that we will continue to be a corporation trusted by people SumiRiko has been founded around the world as one of the around 1977. In 2013 we have unique and indispensable been selected by Sumitomo Riko Sumitomo Riko Group Company. -
Volkswagen Truck & Bus and Russian GAZ Group Sign Letter of Intent
Volkswagen Truck & Bus and Russian GAZ Group sign letter of intent • The core of the letter of intent is to look into possibilities of a strategic partnership between Volkswagen Truck & Bus and GAZ Group • Signing with the participation of the Governor of Nizhniy Novgorod, Valery Shantsev • Andreas Renschler: “With this bilateral letter of intent, we are taking another important step in our Global Champion strategy and are clearly demonstrating our commitment to the Russian market.” • Manfred Eibeck: “Expansion of cooperation between the GAZ Group and Volkswagen Truck & Bus will make it possible to explore our capabilities for the development in commercial transport segments.” Nizhniy Novgorod, June 15, 2017 – Today, Volkswagen Truck & Bus and the GAZ Group, a part of Russian Machines Corporation consolidating the machine-building assets of the Basic Element Group, signed a letter of intent in Nizhniy Novgorod, Russia, which will enable the companies to identify the possibilities for a long-term strategic partnership. The main focus will be on the delivery and joint assembly of components as well as joint product concepts. The Volkswagen Truck & Bus Group with its brands MAN, Scania, and Volkswagen Caminhões e Ônibus as well as the GAZ Group, which is the largest manufacturer in Russia of light-, medium- and heavy-duty commercial vehicles, already have a long-standing partnership in the bus sector. Now, this relationship of trust is to be intensified to the mutual benefit of both companies. Volkswagen Truck & Bus has a comprehensive portfolio of technologies as well as an extensive international sales network. As the largest manufacturer of vans, trucks, buses, and passenger cars in its home market, the GAZ Group has an excellent local competence and infrastructure. -
US Sanctions on Russia
U.S. Sanctions on Russia Updated January 17, 2020 Congressional Research Service https://crsreports.congress.gov R45415 SUMMARY R45415 U.S. Sanctions on Russia January 17, 2020 Sanctions are a central element of U.S. policy to counter and deter malign Russian behavior. The United States has imposed sanctions on Russia mainly in response to Russia’s 2014 invasion of Cory Welt, Coordinator Ukraine, to reverse and deter further Russian aggression in Ukraine, and to deter Russian Specialist in European aggression against other countries. The United States also has imposed sanctions on Russia in Affairs response to (and to deter) election interference and other malicious cyber-enabled activities, human rights abuses, the use of a chemical weapon, weapons proliferation, illicit trade with North Korea, and support to Syria and Venezuela. Most Members of Congress support a robust Kristin Archick Specialist in European use of sanctions amid concerns about Russia’s international behavior and geostrategic intentions. Affairs Sanctions related to Russia’s invasion of Ukraine are based mainly on four executive orders (EOs) that President Obama issued in 2014. That year, Congress also passed and President Rebecca M. Nelson Obama signed into law two acts establishing sanctions in response to Russia’s invasion of Specialist in International Ukraine: the Support for the Sovereignty, Integrity, Democracy, and Economic Stability of Trade and Finance Ukraine Act of 2014 (SSIDES; P.L. 113-95/H.R. 4152) and the Ukraine Freedom Support Act of 2014 (UFSA; P.L. 113-272/H.R. 5859). Dianne E. Rennack Specialist in Foreign Policy In 2017, Congress passed and President Trump signed into law the Countering Russian Influence Legislation in Europe and Eurasia Act of 2017 (CRIEEA; P.L. -
28-10001 ¹Ä·Ç»Ú
Ningbo Bowente Auto Parts Co.,Ltd BWT NO. Picture Detail RHD(Right-hand drive) Volts: 12V Power: 80W Blade Diamerter: 158*73.5mm 28-10001 No-Load Speed: 4100r/min(1.5A) Load Speed: 2900r/min(11A) Interchange:D101-61-B10 ,194000-0450, GJ613A02 Application:MAZDA DEMIO LHD(left-hand drive) Volts: 12V Power: 80W Blade Diamerter: 158*70mm 28-10002 No-Load Speed: 3600r/min(1.5A) Load Speed: 2600r/min(11A) Interchange:HB111 GJ8AA02 2E28 894000-0222 Application: MAZDA 6 TOYOTA GORIS JINBEI RHD(Right-hand drive) Volts: 12V Power: 80W Blade Diamerter: 146*65mm 28-10003 No-Load Speed: 3400r/min(1.5A) Load Speed: 2400r/min(10A) 1940000-0870 TOYOTA PRADO 4500 Interchange:1940000-0870 Application:TOYOTA PRADO 4500 RHD(Right-hand drive) Volts: 12V Power: 120W Blade Diamerter: 157*73.5mm 28-10004 No-Load Speed: 4150r/min(2.0A) Load Speed: 2700r/min(15.5A) Interchange:IS-B0101A 10010 Application:ISUZU D-MAX PATCO GEN2 LHD(left-hand drive) Volts: 12V Power: 110W Blade Diamerter: Φ158×69.5mm 28-10005 No-Load Speed: 3900r/min(2.0A) Load Speed: 2750r/min(14A) Interchange:27220-5E900 Application:MIT CANTER OUTLANDER WAJA PACTO Ningbo Bowente Auto Parts Co.,Ltd LHD(left-hand drive) Volts: 24V Power: 90W Blade Diamerter: Φ147×79.5mm 28-10006 No-Load Speed: 3800r/min(2.0A) Load Speed: 3000r/min(6A) Interchange:2116 Application: MIT Volts: 12V Power: 216W 28-10007 Blade Diamerter: Φ164×69mm OE:87103-35060 Application:07PRADO/4RUNNER/LEXUS GX470 LHD(left-hand drive) Volts: 12V Power: 100W Blade Diamerter: Φ155×70mm No-Load Speed: 3950r/min(1.5A) Load Speed: 2700r/min(12.5A) -
Global Partnerships-Nov2011-WEB.Qxp
Guide to global automaker partnerships BMW AG Owned by: Joint venture: Technical/parts alliances: •Other shareholders - 53.3% •BMW Brilliance Automotive Co., China •PSA/Peugeot-Citroen - gasoline engines, Full ownership: •Quandt family - 46.7% Contract assembly: hybrid systems - France, Netherlands & UK •Mini •SGL Carbon - carbon fiber parts - Germany & U.S. •Magna Steyr, Austria •Rolls-Royce Motor Cars Ltd. •Daimler AG - joint purchasing of parts - Germany •Avtotor, Russia •Saab - gasoline engines - Germany & •BAMC, Egypt Sweden •PT Gaya Motor, Indonesia CHRYSLER GROUP Owned by: Joint venture: Technical/parts alliances: •Fiat North America LLC - 55.349% •Arab American Vehicles Co., Egypt •Fiat - vehicles, engines, transmissions & other components - North America, •UAW Retiree Medical Benefits Contract assembly: Trust - 44.651% Europe, Brazil & China •Fiat North America, Europe •ZF Friedrichshafen - transmissions, •Hyundai Motors, South Korea & India torque converters, axles - U.S.A., •Soueast Motor, China Germany and Mexico DAIMLER AG Owns: Joint venture: Technical/parts alliances: •Mitsubishi Fuso - 89% •Beijing Benz Automotive Co. (BBAC), China •Renault-Nissan - selected projects - Full ownership: •Renault - 3.1%; Nissan - 3.1% •Fujian Daimler Automotive (FJDA), China France & Japan •Mercedes-Benz Cars •Kamaz - 11% •BMW AG - joint purchasing of parts - Germany •EADS - 15% •Beijing Foton Daimler Automotive Co. •Daimler Trucks •Tognum - 49% (Engine Holding 50%) (BFDA), China •AFCC - fuel cell technology - Canada •Mercedes-Benz Vans •Tesla Motors - 7.8% •Fuso Kamaz Trucks, Russia •Deutsche Accumotive GmbH - lithium ion •Daimler Buses batteries - Germany Owned by: •Mercedes-Benz Trucks Vostok, Russia •Daimler Financial Services •EM-motive GmbH - electric motors - Germany •EvoBus •Aabar Investments - 9% Contract assembly: •Li-Tec GmbH - lithium ion battery •Kuwait Investments Auth.- 6.9% •Magna Steyr, Austria cells - Germany •Renault-Nissan - 3.1% •GAZ, Russia •Other shareholders - 81% CHINA FAW GROUP Owns: Joint venture: Technical/parts alliances: CORP. -
Passenger Cars – 109 898 Units in February 2021, up 1.7% YOY; 205 903 Units in January-February 2021, Down 2.4% YOY
PRESS-RELEASE 17 MARCH 2021 AUTOMOBILE MARKET OF RUSSIA IN FEBRUARY AND JANUARY-FEBRUARY 2021 In February 2021, sales of new MOTOR VEHICLES in Russia, based on registration data, grew by 2.4% year- on-year to 125 936 vehicles. In January-February 2021, the total sales were 235 280 vehicles*, down 2.4% year-on-year, of which: • Passenger cars – 109 898 units in February 2021, up 1.7% YOY; 205 903 units in January-February 2021, down 2.4% YOY. Among them electric vehicles – 75 units in February 2021, up 435.7% YOY; 186 units in January-February 2021, up 675.0% YOY. • Light commercial vehicles including light trucks (N1 category, without pickups) and minibuses (M2 category) – 8 590 units in February 2021, up 16.5% YOY; 15 603 units in January-February 2021, up 7.2% YOY. • Picku ps – 610 units in February 2021, down 23.8% YOY; 1 090 units in January-February 2021, down 37.6% YOY. • Truck s (except N1 category) including special-purpose vehicles – 6 093 units in February 2021, up 10.5% YOY; 10 984 units in January-February 2021, down 3.4% YOY. • Buses (except М2 category) – 745 units in February 2021, down 39.9% YOY; 1 700 units in January-February 2021, down 27.0% YOY. *without sales to military, law enforcement and diplomatic agencies in RF COMMENT: Alexander Kovrigin, Deputy Managing Director of ASM Holding, commented: Sales of passenger cars in February 2021 were up 1.7% year-on-year and down 2.4% year-to-date. We expect a slight decrease of sales in March, to be followed by beginning of growth. -
Sollers Financial Results 2019
SOLLERS FINANCIAL RESULTS 2019 July 3, 2020 CONTENT Sollers strategic Operating and financial 01 developments 03 performance 2019 Russian automotive Joint venture’s results 02 market overview 04 2 SOLLERS STRATEGIC DEVELOPMENTS (1/3) MARCH 2019 MAY 2019 JUNE 2019 Ford Sollers JV announced Adil Shirinov was appointed Nikolay Sobolev was restructuring. the CEO of Uliyanovsk appointed On Jul 1, 2019 Automotive Plant the CEO of Sollers Sollers acquired the controlling stake in the JV 3 SOLLERS STRATEGIC DEVELOPMENTS (2/3) JULY 2019 OCTOBER 2019 DECEMBER 2019 New Ford Sollers JV started UAZ starts sales of UAZ Sollers establishes operations Patriot ATM Engineering Centre 4 SOLLERS STRATEGIC DEVELOPMENTS (3/3) FEBRUARY 2020 APRIL 2020 APRIL 2020 Elena Frolova appointed Ford Sollers JV supplies UAZ launches the first series CEO of Mazda Sollers JV Ambulances to the Ministry of ambulances based on of Health fighting COVID-19 UAZ Profi platform 5 CONTENT Sollers strategic Operating and financial 01 developments 03 performance 2019 Russian automotive Joint venture’s results 02 market overview 04 6 RUSSIAN AUTOMOTIVE MARKET: LCV Total decline of CV sales – 3% 121 118 The slight decrease of 1,3% in LCV+MPV segment is mostly due to stop of Mercedes Sprinter Classic local assembly The share of Russian branded LCV+MPV went up from 69% to 71% while imported vehicles 104 and foreign assembly amount to 12% and 17% LCV+MPV 103 respectively CDV UAZ sales of commercial vehicles went down by 7%, the brand is #2 player with 19% market share 17 15 The sales -
Nr.105 (01.06 – 15.06)
Selected News 0 1 . 0 6 – 1 5 . 0 6 . 2 0 1 7 Russian Government plans to boost car exports to 240,000 vehicles in 2025 15.06.2017 / Kommersant T h e Ministry of Industry and Commerce has announced a development strategy for car exports until 2025. According to the baseline scenario, an annual export growth of $4.9 billion is expected: to 240,000 vehicles per year (10% of the production) and $1.6 b i l l i o n worth of auto components. In an ambitious scenario, the exports will rise to $7.8 billion: 400,000 automobiles and components by 16%, generating $2.5 billion. Government subsidies will amount to 136 billion rubles between 2018 - 2015 under the baseline scenari o and to 215 billion rubles under the ambitious scenario, as written in Kommersant. CIS - c o u n t r i e s , the Middle - East (Iran, Lebanon, Jordan), a number of European countries (Czech Republic, Germany, Austria), Asia (India, China), Africa (Egypt, Algeria, Tunisia, Ethiopia) and several countries from Latin America and Southeast Asia are na m e d a s export markets with priority for Russian car manufacturers. CIS - countries, Iran and Lebanon are considered as priority markets f o r international automakers, alongside Turkey, South Africa, Egypt and Tunisia. In general, there are no fundamentally new export support measures in the project. There are plans to formulate a stable export support system for 8 - 10 years, in order to evaluate business cases for the life cycle of the model. It’s expected to develop the suppliers of subcomponents and second and third level materials to reduce costs and the dependency on the ruble exchange rate .