Industrial Capsule: Motor Vehicles, Trailers and Semi-Trailers in China

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Equity Bottom-Up

<p>Foreign automakers are still restricted by a 50% ownership limit in auto production JVs in China, as well as by a limit of two joint ventures per auto group. In April, the Chinese authorities under the leadership of the National Development and Reform Commission set out a blueprint for the auto industry, stating that the government ‘will open up restriction on JV ownership in an orderly manner’. There was no timeline given on how or when this relaxation of rules will take place and how radical…</p>

Foreign automakers are still restricted by a 50% ownership limit in auto production JVs in China, as well as by a limit of two joint ventures per auto group. In April, the Chinese authorities under the leadership of the National Development and Reform Commission set out a blueprint for the auto industry, stating that the government ‘will open up restriction on JV ownership in an orderly manner’. There was no timeline given on how or when this relaxation of rules will take place and how radical…

Potential Regulatory Changes in China Could Be Hugely Beneficial For Foreign Automakers

Subaru Corp

Potential Regulatory Changes in China Could Be Hugely Beneficial For Foreign Automakers