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Strategies & Market Trends : Heinz Blasnik- Views You Can Use -- Ignore unavailable to you. Want to Upgrade?

To: ild who wrote (261)	4/19/2003 12:36:55 PM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 4905

ild, I do not a URL, but I read somewhere the Japanese car manufactures have moved or are moving their production to China.

To: ild who wrote (261)	4/19/2003 8:34:45 PM
From: TobagoJack	Read Replies (2) \| Respond to of 4905

Hello ild, <<The real killer for US car makers would be if Toyota moves production to China>> Message 18860935 , and Honda started a plant in Guabgzhou meant for export and domestic market, and GM starting to export Buicks from Shanghai to Philippines. The "Made in China" cars are. as far as I can tell, the same as their "Home Country" cousins. Both Daimler-Chrysler and Volkswagon already export engines from their China plants, for at least the past 10 years (to their Mexico, SAfrica and emerging market operations). I know folks who are working on project to help up to 600 OEM suppliers from USofA to setup factories in China. There is a car assembly bubble going on in China, much blood will be shed by investors, but, at the end, much production will have relocated, along with important skills (mold, tool, die, machine tools, plant management, design, ...) Oil demand in China should continue to go up, and it is just as well that the US is trying to break OPEC and secure the peace for global trade and planet-wide equalization;0) Chugs, Jay More references tdctrade.com tdctrade.com china-embassy.org

To: ild who wrote (261)	4/19/2003 9:21:02 PM
From: TobagoJack	Read Replies (1) \| Respond to of 4905

Hi ild, ... and look what they are cooking up for export, so as to satisfy a proven market, but at a lower cost, of course:0) Photo (any similarity of look and spec to the original USD 100+k version is no doubt just a coincidence:0) sinodefence.com ... china.jamestown.org A CHINESE HUMMER Additionally, the Shenyang Aircraft Factory (SAC) is marketing a new light combat vehicle nearly identical to the U.S. General Motors M998 High Mobility Multipurpose Wheeled Vehicle. Nicknamed the "Hummer" in the United States, the SAC version is called "Zhanshen," for God of War. In the U.S. army, the Hummer succeeded the vererable JEEP and is now used for diverse missions like antitank, air defense, communications, medical evacuation and transport. SAC hopes that PLA Special Forces and Airborne forces will buy the Zhanshen. If adopted more widely in the PLA ground forces, it would accelerate the trend toward lighter and more mobile combat units. Chugs, Jay

To: ild who wrote (261)	4/21/2003 9:38:31 AM
From: Perspective	Read Replies (1) \| Respond to of 4905

No, not saying Toyota makes Ford transmissions. I must admit that I'm not an expert here, but my impression was that foreign content in cars for sale in the US was very high regardless of nameplate. And most of the Japanese companies have production here. Have you looked at the VIN number on a Honda or Toyota lately? You'll find very few J's on them nowadays, since they are mostly assembled in the US of foreign components. My impression was that most cars sold in the US have a similar origin - parts made by subcontractors in Korea, China, Japan, then shipped to US and assembled here. The biggest differences are the UAW pressure on price due to non-market labor pricing, the import tarrifs, and who is providing the financing. Domestic manufacturers face the problem of being the high cost producers thanks to union assembly, coupled with lingering quality image problems, now brought to a crisis due to the collapsing demand. They've given cars to everyone they possibly could, and now people are trying to actually save a little money since the financial market miracle has been proven a sham. BC