中国空调行业整合趋势分析

华中科技大学硕士学位论文中国空调行业整合趋势分析姓名：樊慕康申请学位级别：硕士专业：工商管理指导教师：王向阳20050430IIIAbstractIntherecentyears,corporation-combinehasbecomeoneofthehottestquestionsfordiscussionintheglobaleconomy.Weallknowthatclearlycorporationcombineistheonlywayforcorporationtogrowrapidly.Fromsomanycorporation-combinecases,wecanseethereformofindustrycompetitionstructure.Theconformityofindustrycompetitionstructureisinevitable.Withthedevelopmentofaboutfortyyears,ChinesehouseholdappliancesindustryhasbecomeoneofthemostmatureindustriesinChina.InChinesetop10valuablebrandssortorder,Chinesehouseholdappliancesbrandsalwayscanlock-infiveorsix.Butintherecentyears,pricewaroccursveryoften.Theaverageindustryprofitmarginhasbecomeverylow.Manypunycompetitorshavebeenknockedout.TheconformityofChinesehouseholdappliancesindustrycompetitionstructureisinevitable.Inthisthesis,welookthroughmanycorporationcombinecasesanddefineindustryconformity.Thenwediscusstheirdifferenceandrelation.NextwedissertatetheinevitabilityoftheconformityofChineseairconditioningindustry.Afterthat,weanalyzethecourseoftheconformityofChinesefridgeindustry.Thenweexpoundthebasicrulesofindustryconformity,includingthephasesofindustryevolution,theinteriorreasonandexteriorconditionfortheappearanceofindustryconformity,thecapabilityforacorporationtoconformtheindustryetc.Inthisthesis,wefocusonthebasicanalysisofChineseairconditioningindustry,involvingthemacroenvironmentanalysis,theindustrialenvironmentanalysis,competitionanalysisetc.Baseonalltheabove,webringforwardourkeypoint:theconformityofChineseairconditioningindustryisinevitable.ThenweanalyzethebasicstatusoftheleaderofChineseairconditioningindustry,Gree,MideaandHaier.Wesummarizetheircorecompetence.Thenwebringforwardourstrategicadvisestothe3corporations.FinallyweforecasttheforegroundoftheconformityofChineseairconditioningindustry.KewWords:IndustryConformityAirConditioningIndustryCoreCompetence_____111.1[1]500400200412.5IBMPCPC5135020049170ACTOZ29200519.521.2,,,,,[2][3][4]3[5]123451.34WTO2002LGSONY20031996785622.1502019781580198875019805901500200428001.52080902800100028004080401820002003410001998200251072.120032.1200311%9%6%20%4%3%4%4%25%3%11%9082.219891992199512500019983200077000200120.6%20021.0120031.4528.33%33.1530%20029801996199767000620035100006715000920051001112003526.03%2002003200120031822%20%47%200148400800800102.315.6221989199219951250002000310080006.42.071505.6204771.52001122320024200115.551.703.481142.4[6]1234ATkearneyATkearney1231245131345ATkearney44254:100%310%30%(first-mover):15%45%Pfizer(Pharmacia)-13(Warner-Lambert)IT:35%70%512OEM(GM)(Suzuki)(Subaru)(Suzuki)(Daewoo)(Saab)Fiat():70%90%142.52.12.115123)4)5)6)7)1633.119782231991199319941996199720035000/20031.0531651750141590090102009019992000173.148%53.20%61.30%76.10%45%50%55%60%65%70%75%80%20002001200220033.220039%3%3%33%LG7%2%3%11%14%2%13%1000100/2018200326625.23.23.2.1GDP13.5199820002002GDP782003GDP9.12004GDP9.53.3[7]0100002000030000400005000060000700008000090000100000110000120000130000140000199019921994199619982000200220043.319902004GDP19942004GDP19GDPGDP20003.43.41990-2004GDP0%10%20%30%40%50%199419961998200020022004GDP3.1203.11991200419917093.25170112.61199278410.64202719.17199392217.55257727.181994122132.49349635.651995157829.21428322.501996192622.08483912.98199720908.5151606.64199821623.4454255.13199922102.2358547.91200022531.9562807.28200123665.0168609.23200224764.63770312.30200326225.9084729.98200429366.8094227.70213.219992004199941.952.6200039.249.1200137.947.7200237.746.2200335.445.3200437.747.23.23.2.212221998200430.445.8200441.823320031124.87.1200802003200411.4200537020026171521200442004801015200352420042004R407CR410AR22R410A2030R222040R22GB12021.3200472914KW4200911432200482005312003101417131185253200411199420043.33.3.120042004256029.2924.534.672000[8]3.5263.5199720046207207501050148015901980256005001000150020002500300019971998199920002001200220032004380400360370410320340360380400420200020012002200320043.62000200427200441020033704010.813.62004400200460[9][10]3.740.955.267.43-1024.532.7829.2910.81-100102030405020012002200320043.7283.7200480015003.3.220042003LGTCL100200415090961070.5%2597.03%[11]71253%1200442.58200337.375109029200374035047.329.293.836.62-3.6341.2212.5632.7-20.6737.3714.2842.5847.3-40-200204060200020012002200320043.856.8250.7363.93.943.1756.83220043002004301003001002004109081066042.5831.6425.78200374060663437.3730.6032.023.33.320042004200420032003300109042.5874037.3710020081031.6460630.610066025.7863432.0320042003200420032004617113116100TCLLG[12]3.3.3200439015.23200315.15200490303.10323.10200415.2384.7736.62-3.6315.546.9817.9223.9115.155.2615.2330-10010203040200020012002200320043.1120042004333444.11)2)3)4)5)1)200570302)20042004100200030002005313.42.6203530102881290.1883)20048001500600020042500270019994600200423504)WTO362002LGSONY2003199678374.2200442.58200337.3751090200374035047.329.2956.8250.7361)1991601500010003019963850201003000722200391200122004320046502004919952003920033701006199525GSCEULISO9001ISO14001OHSAS1800110039199519965202001550002002518100200385660200441