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SAIC – margin pressure despite strong volume growth

China’s largest automaker looks set to exceed its 2014 sales volume target, but an unfavourable product mix may hold down revenue growth and squeeze margins.

24 April 2014

Brilliance – benefiting from rising entry-level BMW demand

Strong sales of entry-level 3-series models and expanded production capacity should support double-digit sales growth for BMW’s Chinese joint-venture partner in 2014.

24 April 2014

BYD – electric ambitions tempered by sluggish sales

Despite government subsidies and an expanded line-up of hybrid and plug-in vehicles, lower demand for its traditional fuel vehicles is likely to drag down BYD’s overall sales growth this year.

24 April 2014

Geely – facing stiff headwinds

The domestic automaker faces a challenge to turn around sluggish sales at home and abroad due to intensifying competition and the short-term negative impact of a rebranding process.

24 April 2014

Guangzhou Automobile – buoyed by Japanese brand recovery

The recovery in sales of Japanese-brand cars in China has buoyed Guangzhou Automobile Group, which derives over three-quarters of sales from joint ventures with Japanese manufacturers.

24 April 2014

Special Report: Slowdown ahead for car sales

Our survey of 106 car dealerships in 22 cities nationwide points to a slowdown in sales volume growth in 2014, but a growing preference for larger cars among second-time buyers should continue to support robust industry revenue growth.

24 April 2014

Special Report: Winners and losers in China’s shifting auto market

Despite slowing headline sales growth, manufacturers with exposure to fast-growing market segments, especially joint ventures manufacturing locally made foreign-brand vehicles, should continue to grow in the coming years.

24 April 2014

FamilyMart heading to Beijing

DANWEI - Japanese convenience store chain FamilyMart will soon open its first outlets in Beijing. Also this week, the latest episode in the rocky development of a transport hub in Beijing. In the Mai-Mai Index, we look at use of the term “PM2.5” in Chinese news and social media in Q1 2014.

11 April 2014

Alibaba – facing up to the challenge

Alibaba’s proactive response to the growing challenge from JD.com should enable its Taobao Marketplace and Tmall sites to remain the two dominant e-commerce sites in China for the forseeable future.

10 April 2014

Jingdong – Tencent alliance a potential game-changer

Jingdong’s alliance with internet giant Tencent should leave the online retailer in a much stronger position to challenge market leader Alibaba, but its continued reliance on direct sales and distribution will continue to weigh on profits.

10 April 2014
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