About US. The CATARC Story-Professional Excellence

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1 The CATARC Story-Professional Excellence! As the only technical committee in China auto industry and a technical support institution of national government authorities, China Automotive Technology & (CATARC) is now subject to the State-owned Assets Supervision and Administration Commission of the State Council.! CATARC assists " Monthly information service " studies " Consumer behavior investigation About US

2 CATARC is headquartered in Tianjin " Branches are distributed in Beijing, Shanghai, Wuhan, Ningbo and Yancheng, etc. " So far, CATARC has been staffed with 4500 employees, including 1,210 professional and technical personals. Wuhan Bejing Tianjin Yancheng Shanghai Ningbo 2

3 Contents Contents 1. General review of China's NEV market 2. China's NEV market in China's NEV market since Future prospect of China's NEV market

4 Contents I. General overview of China's NEV market 1. General situation of China's NEV market in General situation of all models in Market situation of main NEV enterprises in

5 1.1 General situation of China's NEV market in Sales volume of plug-in hybrid vehicles (10000) Sales volume of pure electric vehicles (10000) 1.812% Market share (%) 1.346% in total 33.1 in total % % 0.033% 0.066% 0.080% Sales volume of new energy vehicle in Data sources: CAAM

6 1.2 General situation of all models of NEV market in Bus 27% SPV 11% Passenger car 62% [ ] [ 值 ] BEV; 78% Market distribution of NEPVs, passenger cars and SPVs Market distribution of NEVs with different power types

7 1.3 Market situation of main NEV enterprises in SPV enterprise, 142 Passenger car enterprise, 69 Bus enterprise, 116 Distribution of NEV manufacture enterprises by the end of 2016 Unit: pcs

8 Contents II. China's NEV market analysis in General situation 2. The situation of all models 3. Market situation of Main NEV enterprises 4. China's NEV sales area in Import of NEV in

9 2.1 General situation of China's NEV market in 2016 # The sales volume of NEV has reached 507,000 in 2016, which is increased by 53% compared with # The sales volume of EV is 409,000, a 65.1% increase compared with 2015; the sales volume of PHEV is 99,000, a 17.1% increase compared with # The annual sales volume of NEV is 1.812% of the annual sales volume of conventional fuel vehicle. Sales volume of plug-in hybrid vehicles (10000) Sales volume of pure electric vehicles (10000) 1.812% Market share (%) 1.346% in total 33.1 in total % % 0.033% 0.066% 0.080% Data source: China Association of Automobile Manufacturers, excluding plumbic acid. Sales volume of NEV in

10 2.2 The situation of all models in 2016 # Passenger vehicles was 320,000, which accounts for 62%. # Bus was 130,000, which accounts for 26%. # SPV was 60,000, which accounts for 12%. Passenger vehicle (2015) Bus (2015) Special-purpose vehicle (2015) Special vehicle 12% Passenger vehicle (2016) Bus (2016) Special-purpose vehicle (2016) Unit: vehicle Bus 26% Passenger vehicles 62% Distribution of different types of accumulative output in Jan. Feb. Mar. Apr. May Jun. Jul. Aug. Sep. Oct. Nov. Dec. Data source: CATARC Comparison of different types of China's NEV output in

11 2.3 Market situation of Main NEPVs enterprises # In 2016, the total sales volume of the first five enterprises for NEPVs was 208,000, which accounts for 69% of the total sales volume of NEPVs. # Tang, Qin and pure electric e6 and e5 are dominant. They account for 33%, 24%, 17% and 14% respectively. BEV PHEV Unit: vehicle Unit: vehicle BYD BAIC ZOTYE Automobi Geely Automobi Chery Automobi SAIC JAC New Ocean Jiangling Chang an Automobi Tang Qin Emgrand EV EU260 Chery eq ZOTYE Yun 100 ROEWE e550 ZOTYE E200 e6 e Top 10 enterprises evaluated by sales volume of NEPVs in 2016 Top 10 models evaluated by sales volume of NEPVs in Data source: CATARC

12 2.3 Market situation of Main Bus enterprises # In 2016, the total sales volume of top 10 enterprises for new-energy buses was 76,000, which is 67% in the new-energy bus market. # New-energy buses focus on 6-12 m (included) that accounts for 99% m (included) and 10-12m (included) have large proportion. BEV PHEV Unit: vehicle Yutong Zhongtong BYD L 8m; 16% Nanjing Golden Xiamen Golden Beiqi Futon Zhuhai Guangtong Ankai L 12m; 43% 8 L 10m; 41% Hunan CSR Times King Long United Data source: CATARC Top ten enterprises for new-energy buses evaluated by sales volume in 2016 Distribution of new-energy bus length in

13 2.3 Market situation of Main NESVs enterprises # In 2016, the sales volume of top 10 New-energy special-purpose vehicles enterprises was 91%. # New-energy special-purpose vehicles focus on trucks and account for 94%. Unit: vehicle Dongfeng Automobile Dayun Motorcycle Chongqing Chang an Other specialpurpose vehicles 4% Sanitation vehicles 2% Hebei Chang an 921 Aoxin New Energy 640 Ganzhou Automotive Rebuilding Co., Ltd. 537 Chongqing Ruichi Automobile GuohongAutomobile Jihai New Energy Shasnxi Automotive Truck 94% Data source: CATARC Top ten enterprises for new-energy trucks evaluated by sales volume in 2016 Distribution of NESVs in

14 2.4 General situation of China's NEPV market in 2016 # NEPVs mainly focus on cities with policy of purchase limitation; # In 2016, the sales volume in Beijing was 58000, which accounts for 19%; Shanghai and Guangdong is 14% and 13% respectively. Distribution in main areas evaluated by sales volume of NEPVs in 2016 Unit: vehicle Beijing Shanghai Guangdong Shandong Tianjin Zhejiang Shanxi Anhui Hunan Jinagxi Heilongjiang Jilin Sinkiang Gansu Qinghai Inner Mongolia Ningxia Shanxi Beijing Tianjin Hebei Shandong Liaoning Tibet Shaanxi Henan Jiangsu Sichuan, Chongqing Guizhou Hubei Hunan Anhui Shanghai Zhejiang Jiangxi Fujian Data source: CATARC Yunnan Sales volume of NEPVs in main areas in 2016 Guangxi Guangdong Shenzhen Hainan 40263

15 2.5 Import of China's NEV in 2016 # The import of NEV has been increased year by year and the import volume reached 14,000 in # TESLA MODEL S and BMW i3 EV ranked the first and second by evaluation of import volume. BEV PHEV Unit: vehicle Jan Feb. Mar. Apr. May Jun. Jul. Aug. Sep. Oct. Nov. Dec. Monthly! Jan. Feb. Mar. Apr. May Jun. Jul. Aug. Sep. Oct. Nov. Dec. TESLA MODEL S BMW i3 pure electric Others Total of pure electric vehicles Volkswagen GOLF PHEV BMW i3 plug-in BMW i X5 xdrive40e KT BMW 740Le Mercedes-Ben Chevrolet Volt 1 Volvo XC BMW X5 1 Total for plug-in vehicles Total Data source: CATARC

16 Contents III. China's NEV market in General situation of NEV market in January-April 2. Market situation of NEPV in January-April 3. Market situation of Bus in January-April 4. Market situation of NESVs in January-April Distribution of market areas in January-April

17 3.1 General situation of China's NEV market in January-April 2017 # January-April: the accumulative output of NEV is 82000, with 1.14% increase. The growth is reduced compared with 年 2017 年 Jan. 1 月 2 Feb. 月 Mar. 3 月 Apr. 4 月 May 5 月 Jun. 6 月 7 Jul. 月 Aug. 8 月 Sep. 9 月 10 Oct. 月 11 Nov. 月 12 Dec. 月 年 年 Unit: vehicle Comparison of monthly output of China's NEV in Data source: CATARC Note: excluding lead-acid cell.

18 3.2 Market situation of China's NEPVs in January-April 2017 # January-April: the accumulative output of NEPVs is about 75500, with 27.49% YoY increase 年 2017 年 Jan. 1 月 Feb. 2 月 Mar. 3 月 4 Apr. 月 5 May 月 Jun. 6 月 7 Jul. 月 Aug. 8 月 9 Sep. 月 Oct. 10 月 11 Nov. 月 Dec. 12 月 2016 年 年 Comparison of monthly output of China's NEPVs in Unit: vehicle Data source: CATARC Note: excluding lead-acid cell.

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20 3.3 Market situation of China's buses in January-April 2017 # Jan.-Apr.: The output of new-energy buses is 3420, with 81.9% decrease 年 2017 年 Jan. 1 月 Feb. 2 月 Mar. 3 月 Apr. 4 月 5 May 月 Jun. 6 月 7 Jul. 月 Aug. 8 月 9 Sep. 月 10 Oct. 月 11 Nov. 月 12 Dec. 月 2016 年 年 Monthly output of new-energy buses in Unit: vehicle Data source: CATARC Note: excluding lead-acid cell.

21 3.3 Market situation of China's buses in January-April 2017 # Enterprise situation: in January-April 2017, the total output of new-energy buses from the top 10 manufacturers is 3230, which accounts for 94.4%. The production concentration is high. 插电式 PHEV 纯电动 BEV 宇通客车 Yutong Bus Zhongtong 中通客车 Bus Above 12m, 652, 19% Below 6m, 3, 0% 6m ~8m, 277, 8% 北汽福田 Beiqi Futon DandongHuanghai 丹东黄海 扬子江 Bus m~10m, 873, 26% 南车时代 Yangtze 珠海广通 CSR Times m~12m, 1615, 47% Zhuhai 安凯客车 Guangtong 191 厦门金旅 Ankai Bus Xiamen 龙华汽车 Jinlv 50 Longhua Top Bus 10 enterprises for new-energy buses evaluated by output in January-April 2017 Distribution of new-energy length-based bus output in January-April 2017 Data source: CATARC Unit: vehicle Note: excluding lead-acid cell. 21

22 3.4 Market situation of China's NESVs in January-April 2017 # January-April: the output of special NEVs is 3087, with 3.77 YoY increase 年 2017 年 Jan. 1 月 Feb. 2 月 Mar. 3 月 Apr. 4 月 May 5 月 Jun. 6 月 Jul. 7 月 Aug. 8 月 9 Sep. 月 Oct. 10 月 11 Nov. 月 Dec. 12 月 2016 年 年 Monthly output of special NEVs in Unit: vehicle Data source: CATARC Note: excluding lead-acid cell. 22

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24 3.5 Distribution of market areas for China's NEV January-April 2017 # Main sales areas of NEVs January-April 2017, Beijing takes the lead for sales, followed by Guangdong and Shanghai. # PHEV is concentrated in Shanghai, Guangdong and Liaoning markets; # BEV is dominant in Beijing EV PHEV 内蒙古 Inner 北京市 Beijing Guangdong 广东省 Shanghai 上海市 Zhejiang 浙江省 Shandong 山东省天津市 Tianjin 河南省 Henan 江苏省 Jiangsu Mongolia 自治区 辽宁省 Liaoning PHEV EV Data source: data from motor vehicle insurance Note: excluding lead-acid cell. Distribution of main sales areas of NEVs in January-April 2017 Unit: vehicle 24

25 Contents IV. Future market prediction of China's NEV 1. trend of China's NEV 2. Market prediction of China's NEV 25

26 4.1 Future policy trend of NEV Supportive policy and means for NEV- combination of addition and subtraction Control development of conventional fuel vehicle Control the consumer buying Encourage the consumer buying Increase the purchase cost Reduce the purchase cost Conventi onal fuel vehicle Increase vehicle usage cost Control vehicle application Reduce vehicle usage cost Encourage vehicle application NEV Increase possession cost Reduce possession cost Foster NEVmarket 26

27 4.1 Future policy trend prediction of NEV becomes strict obviously-the requirements of NEV investment, admittance, subsidy and battery become strict, industrialmanagement is strengthened to support the better and stronger. Invest ment Admittanc e Subsid y Battery 27

28 Charging Future pile policy industry trend of new energy prediction vehicle! of NEV China has become one of the countries with the most charging infrastructure putting into operation in the world Heilongjiang State Grid Corporation of China Jilin Sinkiang Liaoning Gansu Inner Mongolia Beijing Tianjin Tibet Qinghai Hebei Ningxia Shanxi (Service area of State Grid) Shaanxi Henan Shandong Jiangsu China Southern Power Grid Sichuan, Chongqing Hubei Anhui Shanghai # By the end of 2016: Total charging piles are 150,000. # By the end of 2017: Total charging piles will be 700,000. Yunnan. Jiangxi Hunan Guizhou Guangxi Guangdong Shenzhen (Service area of China Southern Power Grid) Hainan Fujian Zhejiang Potevio Energy New 28

29 4.2 Market prediction of NEV market Prediction of annual sales volume of NEV in 2017 Vehicle type Power type Sales volume in 2017 (10000 vehicles) Year-on-year growth (%) Passenger vehicles BEV % PHEV % Bus BEV % PHEV % special-purpose vehicle BEV % Total % 29

30 4.2 Market prediction of NEV market $ The sales volume of NEVs will reach 2 million in $ The accumulative sales volume will be more than 5 million. $ The sales volume of NEV account for more than 20% of conventional vehicle in Year Annual sales volume (10000) Proportions of EV and PHEV (10000) Annual sales of EV and PHEV (10000) 7%~10% 15%~20% 40%~50% 210~ ~ ~1900 Fuel cell cars (10000) One million NEV volume (10000) More than 5 million More than 20 million More than 80 million 30

31 Thank you! Yao zhanhui Tel Phone