汽车（英文版）

TheAutomotiveIndustryMinorityBusinessDevelopment:EconomicValueAndBenefitsMEDWeek2001ThisReportWasWrittenAndProducedFor:By:By:By:By:TheAsabaGroup,Inc.LakeviewOfficePark’sinterpretationoftheeconomictrendsoftheautomotiveindustry.ThestudyisnotaCommerceDepartmentreport,butwasdevelopedforthesolepurposeofdiscussionamongstindustryexperts.TheconclusionandanalysisofthereportdonotnecessarilyreflecttheviewsoftheU.S.government.ExpressGratitudeAndAcknowledgementForContributionsToTheProject:MinorityBusinessDevelopmentAgencyRonaldN.LangstonGeneralMotorsDavidAllenBobKuftaGarrettQuarlesDaimlerChryslerJethroJosephFordMotorCompanyRenaldoJensenElliotHallJohnsonControls,Inc.BarimaOpong-OwusuReginaldLaytonBridgewaterInteriors,Inc.RonHallVitecBillPickardSaturnElectronicsandEngineeringWallyTsuhaPistonAutomotiveVinnieJohnsonContentProjectOverview3-7IndustryOverview/Trends8-12AutomotiveManufacturersRealities13-22MinorityAutomotiveMarkets23-31MinorityBusinessValueProposition32-40StateofMinorityBusinessDevelopment41-554TheAsabaGroupRetainedToAssistInBuildingtheBusinessCaseProjectCharterBusinesscaseshouldplaceemphasisonthefollowing:
Focusonbusinessimperativesandfreemarketforces
Leverageminoritydemographicshiftsandemergingpurchasingpower
Ensurealignmentwithcurrentindustrytrendsandstrategiesofkeyplayers
DriveincreasedFortune500participationinminoritybusinessdevelopmentDevelopAReportThatShowsTheEconomicValueOfDoingBusinessWithMinority-OwnedCompanies5ProjectApproach•Macroeconomic/MarketForcesSupplyChainRealitiesMajorPlayers’ResponseShareholderValueCreatedMarket/CustomerOpportunitiesRevenueExpansionOpportunitiesChannel/MarketAccessBrandDifferentiationSupplyChainFlexibilityCurrentStateIssues/ChallengesFuturePerspectiveIndustryTrends/DynamicsMinorityMarketAssessmentMinorityBusinessValuePropositionMinoritySourcingandPartnerships6ExecutiveSummaryLong-termcompetitivenessofacorporationliesindevelopingbusinessmodelswhichcreatebothshareholderandstakeholdervalue
MinorityBusinessDevelopmentinitiativescreatevalueforbothshareholdersandkeystakeholders
AutomotiveManufacturersrealizethestrategicvalueofMinorityBusinessesAutomotiveManufacturersareinsearchfornewmarketrevenueopportunities
MinorityAutomotivemarketsareestimatedat$112Billionandgrowing
MinorityconsumerswillaccountforsignificantshareoffuturerevenuesPositivecorrelationexistsbetweenmarketsharegainsandminoritysuppliersanddealersdevelopment
MinoritysuppliersanddealerscontributetoAutomotiveRevenuesMinoritysuppliersweakvaluechainpositioninglargelyafunctionofcurrentmetricsandmeasurement
Focuseson“quantityofspend”ratherthan“qualityofspend”
Metricsnotreflectiveofindustryrealities–SupplyChaintransformationandcompetitivedynamics7ExecutiveSummaryPositivecorrelationbetween“DoingBusinessWithMinorityEnterprises”andabove-averageMarketshareWhatweobserveinanalysisofTop15MinorityStates(78%oftotalminoritypopulation)•InstateswithhighconcentrationofDomesticminoritysuppliers–TotalBig3automotivemarketshareisgreaterthanBig3nationalaverage•InstateswhereBig3minoritydealersareunder-represented(comparedtonationalaverage)versusimportminoritydealerships–Big3automotivemarketshareislowerthannationalaverage•StateswithbothhighconcentrationofBig3minoritysuppliersandequalorgreaterBig3minoritydealershiprepresentation–Big3marketsharemuchgreaterthannationalaverageContentProjectOverview3-7IndustryOverview/Trends8-12AutoManufacturersRealities13-22MinorityAutomotiveMarkets23-31MinorityBusinessValueProposition32-40StateofMinorityBusinessDevelopment41-559AutomotiveSalesOnADownwardTrendAfterRecordYearIn20006.06.57.07.58.020002001JanuarytoMaySalesUnits(MM)SOURCE:AutomotiveNews,AsabaGroupAnalysis,Autopolis,MerrillLynch14.015.016.017.018.020002001EUnits(MM)AnnualSales%Change(5.6%)%Change(8.0%)17.4MM16.0MM7.1MM7.5MMStrongImpactOnIndustryPerformance10AutomotiveFutureSalesLikelyToContinueOnADownwardTrend15.116.114.512.214.717.416.015.510121416181985198619891991199520002001E2002ESOURCE:PricewaterhouseCoopers,SalomonSmithBarney,AsabaGroupAnalysisU.S.LightVehicleSalesVehicleUnits(MM)11WhileSalesHaveSoaredInPriorYears,NewVehicleProfitsHaveBeenFlatSOURCE:NationalAutomobileDealersAssociation(NADA),AutomotiveNews21.922.623.624.424.920212223242519961997199819992000AverageNewVehiclePrice$(000)6.4%6.4%6.5%6.4%6.1%5%5.5%6%6.5%7%19961997199819992000GrossProfitNewVehicleRetailGrossProfitCAGR96-00(1.19%)CAGR96-003.26%ExpectDecliningProfitsWithSlowdown12IndustryPlayersFeelingThePainFromSlowdownGeneralMotorsfirstquarterprofitsdown88%
GeneralMotorscutting10,000jobsandditchingtheOldsmobilebrandDaimlerChryslerannounceswidespreadrestructuringofU.S.operations
ChryslerGroupcutsproductionby15%andplanstocutworkersby20%
Totalrestructuringcostsestimatedat$5BillionFordMotorCompanyhas:
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