Global Operation, Local Knowledge CIMC s Approach toward Global Trailer Market 全球营运, 地方智慧 中集车辆全球化之路 李贵平 David Li March, 2015

Transcription

1 Global Operation, Local Knowledge CIMC s Approach toward Global Trailer Market 全球营运, 地方智慧 中集车辆全球化之路 李贵平 David Li March, 2015

2 Contents: 1. A Snap-shot about CIMC Vehicle Group Revenue and Volume in 2014 Global Product Portfolio Global Footprints 2. Global Operation Cross-over Design Inter-Continental Manufacturing Global Finance Support 3. Local Knowledge The Global Management Teams Local Team Build-up Create added value on global basis for clients and partners 2

3 Contents: 4. Crystal Ball Opportunity and Challenge in China Opportunity and Challenge at emerging market 5. Navigate through the challenge and opportunity Invest more at the new-generation technology in China and North America Branch out at emerging market Grasp the concept of Internet of Everything 3

4 1. A Snap-shot about CIMC Vehicle Group Revenue and Volume in 2014 In 2014, Total Revenue $2.12 Billion and Net Profit $95.55 Million Global Revenue China $1.29 Billion N. America $580 Million Gross Market $251 Million Global Sales Volume 86,300 units of Trailers 27,700 units of special-purpose vehicles 4

5 Global Product Portfolio US EU The rest of the world 5

6 Global Footprints Since 2003 CIMC USA Vanguard CIMC I E CRTI #2 Since 2006 CIMC Europe LAG Since 2012 CIMC Saudi CIMC Vehicle Since 2002 CIMC China CIMC THT CIMC Huajun SCVC CIMC Vehicle Subsidiaries (15) Since 2007 CIMC Thailand CIMC Vehicle CIMC Vehicle Distribution Since 2005 CIMC Australia CIMC Vehicle CIMC MLI GTE 6

7 2. Global Operation Cross-over Design Tipping Dry Powder Tanker for Australia - Light-weight - High discharge efficiency - Safety & reliability Europe + China + Australia Players: LAG + THT + MLI Reefer Trailer for US - Great Thermal efficiency - Light-weight - No-riveting - Innovative Alum Reefer floor from US to CSG - CSG Innovative Cargo Control System Players: US + China + Europe Vanguard + QCTC + CSG 7

8 Inter-Continental Manufacturing SCVC 53 Domestic Chassis in USA CIMC-IE 8

9 Inter-Continental Manufacturing THT MLI Fuel Tanker in Australia 9

10 Global Finance Support Global Working Capital Management - CIMC Vehicle Group Finance Lease - CIMC Capital USA - CIMC Capital Australia - CIMC Lease China 10

11 3. Local Knowledge The Global Management Teams CIMC Vanguard SCVC CIMC-IE Europe THT USA Headquarters China Thailand Other Emerging Markets 11 Australia

12 Local Team Build-up CIMC s Philosophy: 以人为本, 共同事业! Our business is driven by our people. Our prosperity is shared by our people. Profit-sharing oriented bonus program Management Share-hold plan Annual Review and Outlook meeting Non-stop Supply-chain optimization 12

13 Create added value on global basis for clients and partners Generate the new revenue Saving more on the M&R Networking into the new territory Smartway into China 13

14 4. Crystal Ball Opportunity and Challenge in China Opportunity: -Home delivery driven by the booming internet shopping -The need to satisfy the uprising safety requirement -The need to control the escalating operating cost Home-delivery Van 14

15 Opportunity: -Home delivery driven by the booming internet shopping -The need to satisfy the uprising safety requirement -The need to control the escalating operating cost Road Train 15

16 Opportunity: -Home delivery driven by the booming internet shopping -The need to satisfy the uprising safety requirement -The need to control the escalating operating cost Fuel tanks with right safety installation 16

17 Challenge : China economy has been easing into New Reality. This means that the price for trucking is not going to increase even though the cost keeps going up. The cost of borrowing money is still high, therefore the pressure to pay back the loan is still much higher compared with the operators in US. 17

18 Opportunity and Challenge at emerging market We regard the merging market as a gross market. It consists of all the South America market, South East Asia, Middle East, North Africa, India, Brazil, Russia, South Africa, Australia and Japan. Opportunity is everywhere at the gross market. But the challenge is always more than opportunity. The key is to build up the business with reliable partner in an organic way. And you have to take the driving seat. 18

19 Opportunity: We see more growth opportunity in Middle East and South East Asia. We also see strong need in fuel tanks, powder tanks and refrigerated truck/trailers. 19

20 Challenge: The challenge always lay with the find the right product portfolio and the right local partners. The long-term challenge is to how to maintain the connecting with the local clients via meaningful value exchange. 20

21 5. Navigate through the challenge and opportunity Invest more at the new-generation technology in China and North America CIMC is going to invest two new Light-tower plants in China, one new dry van plant and one new chassis plant in US. 21

22 Branch out at emerging market CIMC Vehicles is setting up new plant in Saudi. 22

23 Branch out at emerging market CIMC Vehicles is setting up new plant in Vietnam. 23

24 Grasp the concept of Internet of Everything Connecting the clients by using the power of mobile and big data CIMC Vehicles is going to launch a certain marketing campaigns in China and emerging market. The campaign is aiming at delivering measurable brand promotion and brand building outcomes. It can be characterized by the following: - Sustainable one-to-one relationship between CIMC Vehicles and its customers - Underpinned by meaningful value exchange - Enabled by a scalable global platform and expert local teams 24

25 Grasp the concept of Internet of Everything Applying the IOE to the Light Tower plant 25

26 Grasp the concept of Internet of Everything Applying the IOE to the Light Tower plant 26

27 Grasp the concept of Internet of Everything Forging the new style of partnership 27

28 Thank you! 28