2010-2011年全球及中国汽车安全系统行业研究报告 >> 水清木华研究中心

　　2011年1-8月，中国汽车产销11855千辆和11984千辆，同比增长3.04%和3.33%。其中：乘用车产销9210千辆和9218千辆，同比增长6.39%和6.05%；商用车产销2645千辆和2765千辆，同比下降7.16%和4.81%。

　　尽管增幅远不如2010年同期强劲，但是中国市场依然稳居全球第一大汽车市场。中国汽车市场正在发生结构性变化，中高级轿车特别是豪华车销势看好。

　　1～8月，奥迪全球销量853千辆，同比增长17.4%，其中在中国、德国、美国销量分别为152.8千、142.3千、65.4千辆，分别同比增长28.6%、15.9%、15.0%。中国成为奥迪全球第一大市场，主要增长动力来自政府的公款购车。

　　1～8月，奔驰全球总销量86.74万辆，其中德国、美国、中国销量分别为16.55、14.84、12.02万辆，分别同比增长2.3%、6.1%、35.8%。

　　1～8月宝马全球销售总量107.34万辆，同比增长16.8%，其中德国、美国、中国市场销售总量分别为19.63、15.59、15.89万辆，分别同比增长13.3%、12%、49.3%。

　　与豪华车高速增长形成鲜明对比的是经济型乘用车销量下滑，中国国产汽车品牌都是以经济型乘用车为主要市场。2011年8月，中国汽车产销分别为139.30万辆和138.11万辆，环比增长6.66%和8.29%，同比增长8.72%和4.15%，但乘用车自主品牌销量继续下滑，共销售40.74万辆，同比下降2.86%。

　　汽车安全系统产业与2010年相比变化不大，龙头厂家Autoliv增幅明显高于业内平均水平，预计其2011年收入突破百亿美元，增幅13.3%。

　　日本厂家Takata的第一大市场在美国而非日本，日元升值导致该公司出口下滑。TRW则受益中国市场，TRW的第一大客户是大众，大众占TRW 20%的收入。而大众在中国市场增长迅速。

　　日系厂家受困于日元升值，除Takata外的日系厂家主要产品是安全带和方向盘，这两项产品技术含量不高，市场增长不大。

2009-2011年全球汽车安全系统厂家收入与营业利润率

From January to August 2011, China produced 11,855,000 and sold 11,984,000 automobiles, up 3.04% and 3.33% year on year respectively. Specifically speaking, China produced 9,210,000 and sold 9,218,000 passenger cars, up 6.39% and 6.05% year on year respectively; China produced 2,645,000 and sold 2,765,000 commercial vehicles, down 7.16% and 4.81% year on year respectively.

Although the growth rate in Jan.-Aug. 2011 was much lower than that in the same period of 2010, China remains the world's largest automobile market. Chinese automobile market is undergoing structural changes, and medium and high-class sedans (especially luxury sedans) sell well.

From January to August 2011, Audi's global sales volume reached 853,000, up 17.4% year on year. Its sales volume was 152,800, 142,300 and 65,400 in China, Germany and the United States respectively, up 28.6%, 15.9% and 15.0% year on year separately. China has become Audi's largest market in the world, mainly driven by the purchase of the government with public funds.

From January to August 2011, Mercedes-Benz's global sales volume reached 867,400. Its sales volume was 165,500, 148,400 and 120,200 in Germany, the United States and China respectively, up 2.3%, 6.1% and 35.8% year on year separately.

From January to August 2011, BMW's global sales volume reached 1,073,400, up 16.8% year on year. Its sales volume was 196,300, 155,900 and 158,900 in Germany, the United States and China respectively, up 13.3%, 12% and 49.3% year on year separately.

Unlike luxury cars, economical passenger cars saw decline in the sales volume. Chinese local brands focus on economical passenger cars. In August 2011, China produced 1,393,000 and sold 1,381,100 automobiles, up 6.66% and 8.29% month on month or up 8.72% and 4.15% year on year respectively. However, the sales volume of Chinese local passenger car brands declined to 407,400, down 2.86% year on year.

The development of automotive safety system industry in 2011 is nearly same with that in 2010. The growth rate of the industry leader Autoliv is much higher than the industry average level. Autoliv will gain the revenue of over USD10 billion in 2011, up 13.3%.

The largest market of Japanese manufacturer Takata is the United States instead of Japan. The yen appreciation has led to the decline in the export of Takata. TRW has benefited from the Chinese market. TRW's largest customer is Volkswagen, which accounts for 20% of the revenue of TRW. Volkswagen is growing rapidly in China.

Japanese manufacturers suffer from the yen appreciation. Except Takata, Japanese manufacturers mainly produce seat belts and steering wheels with low technological content and market growth rate.

Revenue and Operating Margin of Global Automotive Safety System Manufacturers, 2009-2011

第一章、汽车安全系统简介
1.1、汽车安全系统概况
1.2、安全气囊
1.3、安全气囊袋原料
1.4、安全气囊袋纺织
1.5、气囊传感器
1.6、气囊ECU与气囊工作过程
1.7、主动式安全带

第二章、汽车安全系统市场
2.1、全球汽车安全系统市场
2.2、中国汽车安全系统市场

第三章、汽车安全系统产业
3.1、气囊产业链
3.2、全球汽车安全系统厂家市场占有率
3.3、全球整车厂家与汽车安全系统厂家配套关系
3.4、中国汽车安全系统产业

第四章、汽车安全系统厂家研究
4.1、奥托立夫
4.1.1、长春奥托立夫汽车安全系统有限公司
4.1.2、南京宏光-奥托立夫汽车安全装备有限公司
4.1.3、上海奥托立夫汽车安全系统有限公司
4.1.4、长春宏光-奥托立夫汽车安全装备有限公司
4.1.5、奥托立夫汽车 ( 中国 ) 车方向盘有限公司
4.2、高田TAKATA
4.2.1、高田（上海）汽车安全装置有限公司
4.2.2、高田（上海）汽配制造有限公司
4.2.3、高田（长兴）汽车安全装置有限公司
4.3、TRW（天合）
4.3.1、天合富奥汽车安全系统（长春）有限公司
4.3.2、天合汽车零部件（上海）有限公司
4.3.3、上海天合汽车安全系统有限公司
4.4、丰田合成
4.4.1、天津丰田合成有限公司
4.4.2、丰田合成(张家港)科技有限公司
4.5、东海理化
4.5.1、天津东海理化汽车部件有限公司
4.5.2、无锡理昌
4.6、Nihon Plast
4.6.1、中山富拉司特工业有限公司
4.7、锦恒汽车安全技术控股有限公司
4.8、东方久乐
4.9、KSS
4.9.1、延锋百利得（上海）汽车安全系统有限公司
4.9.2、天津百利得汽车零部件有限公司
4.9.3、百利得（湖州）汽车安全系统有限公司
4.10、摩比斯
4.10.1、上海摩比斯
4.11、ARC Vehicle
4.12、大赛璐
4.12.1、大赛璐安全系统（江苏）有限公司
4.13、重庆光大产业
4.14、天津市益中汽车安全带

1. Brief Introduction to Automotive Safety System
1.1 Overview
1.2 Airbag
1.3 Airbag Materials
1.4 Airbag Textile
1.5 Airbag Sensor
1.6 Working Process of Airbag ECU and Airbag
1.7 Active Safety Belt

2. Automotive Safety System Market
2.1 Global Market
2.2 Chinese Market

3. Automotive Safety System Industry
3.1 Airbag Industry Chain
3.2 Market Shares of Automotive Safety System Manufacturers in the World
3.3 Relationship between Automobile Manufacturers and Automotive Safety System Manufacturers in the World
3.4 China Automotive Safety System Industry

4. Automotive Safety System Manufacturers
4.1 Autoliv
4.1.1 Autoliv (Changchun) Vehicle Safety Systems
4.1.2 Autoliv Nanjing Hongguang Vehicle Safety System
4.1.3 Autoliv (Shanghai) Vehicle Safety Systems
4.1.4 Changchun Hongguang Autoliv Vehicle Safety Systems
4.1.5 Autoliv (China) Steering Wheel
4.2 Takata
4.2.1 Takata (Shanghai) Safety Systems
4.2.2 Takata (Shanghai) Automotive Component
4.2.3 Takata (Changxing) Safety Systems
4.3 TRW
4.3.1 TRW Fawer Automobile Safety Systems (Changchun)
4.3.2 TRW Automotive Components Shanghai
4.3.3 Shanghai TRW Automotive Safety Systems
4.4 Toyoda Gosei
4.4.1 Tianjin Toyoda Gosei
4.4.2 Toyoda Gosei (Zhangjiagang)
4.5 Tokai Rika
4.5.1 Tianjin Tokairika Automotive Parts
4.5.2 Wuxi Risho Technology
4.6 Nihon Plast
4.6.1 Nihon Plast (Zhongshan)
4.7 Jinheng Automotive Holdings Limited
4.8 East Joy Long
4.9 KSS
4.9.1 Yanfeng Key (Shanghai) Automotive Safety Systems
4.9.2 Key Automotive Accessories (Tianjin)
4.9.3 Key (Huzhou) Safety Systems
4.10 Mobis
4.10.1 Shanghai Hyundai Mobis Automotive Parts
4.11 ARC Vehicle
4.12 Daicel
4.12.1 Daicel Safety System (Jiangsu) Co., Ltd
4.13 Chongqing Guangda Industry
4.14 Tianjin Yizhong Automotive Safety Belt

2008-2013年全球汽车安全系统市场规模
2009-2013年全球汽车安全系统产品分布
2008-2013年中国汽车产量
2008-2013年中国乘用车气囊市场规模
2008-2013年中国乘用车气囊配置趋势
气囊产业链
全球汽车电子半导体厂家排名
2009年全球汽车安全系统厂家市场占有率
2010年全球汽车安全系统厂家市场占有率
2011年全球汽车安全系统厂家市场占有率
2009\2011年丰田安全系统供应商供应比例
2009、2011年本田安全系统供应商供应比例
2009、2011年日产安全系统供应商供应比例
2009年福特安全系统供应商供应比例
2009、2011年通用安全系统供应商供应比例
2009年大众安全系统供应商供应比例
2009年中国汽车安全气囊要厂家市场占有率
2010年中国汽车安全气囊主要厂家市场占有率
2011年中国汽车安全气囊主要厂家市场占有率
2009年中国汽车安全带主要厂家市场占有率
2009年中国汽车方向盘主要厂家市场占有率
2004-2011年奥托立夫收入与毛利率
2004-2011年奥托立夫收入与营业利润率
2008年1季度-2011年2季度奥托立夫每季度收入与毛利率
2004-2010年奥托立夫收入产品分布
2010年1季度-2011年2季度奥托立夫各项产品产量
2007、2010年奥托立夫收入地域分布
2010年奥托立夫客户结构
2009年奥托立夫客户结构
1999年奥托立夫客户结构
2005-2009年Autoliv成本结构
2007、2010、2011H1Autoliv成本结构
2009年德尔福汽车安全系统收入客户分布
2009年德尔福汽车安全系统收入产品分布
2000-2010年Autoliv中国销售额
Autoliv中国分布
奥托立夫中国客户分布
2010、2013年奥托立夫中国 Autoliv China Sales by OEM Origin
2009年奥托立夫中国客户分布
2004-2010年长春奥托立夫汽车安全系统收入与毛利率
2004-2010年南京宏光-奥托立夫汽车安全装备有限公司收入与营业利润率
2004-2010年上海奥托立夫汽车安全系统有限公司收入与营业利润率
2006-2012财年高田收入与营业利润率
2006-2012财年高田收入产品分布
2009-2012财年高田收入地域分布
2009-2011财年高田营业利润地域分布
2008-2012财年高田客户分布
2006-2011财年高田投资额
2006-2011财年高田研发经费投入
2011-2014财年高田中国销售额
2004-2010年高田（上海）汽车安全装置有限公司收入与营业利润率
2004-2010年高田（上海）汽配制造有限公司收入与营业利润率
2004-2011年天合收入与营业利润率
2009年天合收入产品分布
2010年天合收入产品分布
2009年天合客户分布
2010年天合客户分布
2009年天合收入地域分布
2010年天合收入地域分布
2006-2010年天合富奥汽车安全系统（长春）有限公司收入与营业利润
2004-2010年天合汽车零部件（上海）有限公司收入、营业利润
2005-2010年上海天合汽车安全系统有限公司收入与营业利润
2006-2011财年丰田合成收入与营业利润率
2006-2011财年丰田合成收入产品分布
2006-2011财年丰田合成收入地域分布
2006-2011财年丰田合成亚太地区收入与营业利润率
2006-2011财年丰田合成设备投资与折旧费
2006-2011财年丰田合成研发经费所占比率
2004-2010年天津丰田合成有限公司收入与营业利润
2004-2010年丰田合成(张家港)科技有限公司收入与营业利润
2005-2011财年东海理化收入与营业利润率
2008-2011财年东海理化收入产品分布
2009-2011财年东海理化收入地域分布
2009-2011财年东海理化收入客户分布
2005-2011财年富拉司特收入与营业利润率
2005-2011财年富拉司特收入产品分布
2005-2011财年富拉司特收入地域分布
2005-2011财年富拉司特营业利润地域分布
2008-2011财年富拉司特客户分布
东方久乐股权结构
2004-2010年上海东方久乐汽车安全气囊有限公司收入与营业利润
2004-2010年延锋百利得（上海）汽车安全系统有限公司收入与营业利润
2004-2009年天津百利得汽车零部件有限公司收入与营业利润
2006-2010年现代摩比斯收入与营业利润率
2008-2009年现代摩比斯收入地域分布
2005-2011财年大赛璐收入与营业利润率
2008-2011财年大赛璐收入部门分布
2008-2011财年大赛璐利润部门分布

典型气囊电子结构
主动安全带电子结构
2009-2011年全球汽车安全系统厂家收入与营业利润率
2009年中国汽车安全系统18家厂家收入排名
奥托立夫在印度
奥托立夫在南美
2006-2010年天津东海理化汽车部件有限公司收入与利润
2004-2010年无锡理昌收入、营业利润、出口额、员工数
2004-2010年中山富拉司特收入、利润、出口额
2007-2009年锦恒汽车安全技术控股有限公司收入产品分布
上海摩比斯2004-2010年部分财务数据
2008-2010年大赛璐安全系统（江苏）有限公司收入与利润
2008-2009年天津市益中汽车安全带厂收入与利润

Global Automotive Safety System Market Scale, 2008-2013E
Distribution of Global Automotive Safety System Products, 2009-2013E
Automobile Output in China, 2008-2013E
Passenger Car Airbag Market Scale in China, 2008-2013E
Passenger Car Airbag Configuration in China, 2008-2013E
Airbag Industry Chain
Ranking of Automotive Semiconductor Manufacturers in the World
Market Shares of Global Automotive Safety System Manufacturers, 2009
Market Shares of Global Automotive Safety System Manufacturers, 2010
Market Shares of Global Automotive Safety System Manufacturers, 2011
Supply Proportion of Toyota's Safety System Suppliers, 2009 vs. 2011
Supply Proportion of Honda's Safety System Suppliers, 2009 vs. 2011
Supply Proportion of Nissan's Safety System Suppliers, 2009 vs. 2011
Supply Proportion of Ford's Safety System Suppliers, 2009
Supply Proportion of GM's Safety System Suppliers, 2009 vs. 2011
Supply Proportion of Volkswagen's Safety System Suppliers, 2009
Market Shares of Automotive Airbag Manufacturers in China, 2009
Market Shares of Automotive Airbag Manufacturers in China, 2010
Market Shares of Automotive Airbag Manufacturers in China, 2011
Market Shares of Automotive Seat Belt Manufacturers in China, 2009
Market Shares of Automotive Steering Wheel Manufacturers in China, 2009
Autoliv's Revenue and Gross Margin, 2004-2011
Autoliv's Revenue and Operating Margin, 2004-2011
Autoliv's Quarterly Revenue and Gross Margin, Q1 2008-Q2 2011
Autoliv's Revenue by Product, 2004-2010
Autoliv's Output by Product, Q1 2010-Q2 2011
Autoliv's Revenue by Region, 2007 vs. 2010
Autoliv's Client Structure, 2010
Autoliv's Client Structure, 2009
Autoliv's Client Structure, 1999
Autoliv's Cost Structure, 2005-2009
Autoliv's Cost Structure, 2007, 2010 & H1 2011
Revenue of Delphi Automotive Safety System by Client, 2009
Revenue of Delphi Automotive Safety System by Product, 2009
Autoliv's Sales Revenue in China, 2000-2010
Autoliv in China
Autoliv's Clients in China
Sales Revenue of Autoliv in China by OEM, 2010 vs. 2013
Autoliv's Clients in China, 2009
Revenue and Gross Margin of Changchun Autoliv Vehicle Safety Systems, 2004-2010
Revenue and Operating Margin of Autoliv Nanjing Hongguang Vehicle Safety System, 2004-2010
Revenue and Operating Margin of Autoliv (Shanghai) Vehicle Safety Systems, 2004-2010
TAKATA's Revenue and Operating Margin, FY2006-FY2012
TAKATA's Revenue by Product, FY2006-FY2012
TAKATA's Revenue by Region, FY2009-FY2012
TAKATA's Operating Income by Region, FY2009-FY2011
TAKATA's Clients, FY2008-FY2012
TAKATA's Investment, FY2006-FY2011
TAKATA's R & D investment, FY2006-FY2011
TAKATA's Sales Revenue in China, FY2011-FY2014
Revenue and Operating Margin of Takata (Shanghai) Safety Systems, 2004-2010
Revenue and Operating Margin of Takata (Shanghai) Automotive Component, 2004-2010
TRW's Revenue and Operating Margin, 2004-2011
TRW's Revenue by Product, 2009
TRW's Revenue by Product, 2010
TRW's Clients, 2009
TRW's Clients, 2010
TRW's Revenue by Region, 2009
TRW's Revenue by Region, 2010
Revenue and Operating Income of TRW Fawer Automobile Safety Systems (Changchun), 2006-2010
Revenue and Operating Income of TRW Automotive Components Shanghai, 2004-2010
Revenue and Operating Income of Shanghai TRW Automotive Safety Systems, 2005-2010
Revenue and Operating Margin of Toyoda Gosei, FY2006-FY2011
Revenue of Toyoda Gosei by Product, FY2006-FY2011
Revenue of Toyoda Gosei by Region, FY2006-FY2011
Revenue and Operating Margin of Toyoda Gosei in Pacific-Asia, FY2006-FY2011
Equipment Investment and Depreciation Cost of Toyoda Gosei, FY2006-FY2011
Proportion of R & D Expenditures of Toyoda Gosei, FY2006-FY2011
Revenue and Operating Income of Tianjin Toyoda Gosei, 2004-2010
Revenue and Operating Income of Toyoda Gosei (Zhangjiagang), 2004-2010
Revenue and Operating Margin of Tianjin Tokairika Automotive Parts, FY2005-FY2011
Revenue of Tianjin Tokairika Automotive Parts by Product, FY2008-FY2011
Revenue of Tianjin Tokairika Automotive Parts by Region, FY2009-FY2011
Revenue of Tianjin Tokairika Automotive Parts by Client, FY2009-FY2011
Revenue and Operating Margin of Nihon Plast, FY2005-FY2011
Revenue of Nihon Plast by Product, FY2005-FY2011
Revenue of Nihon Plast by Region, FY2005-FY2011
Operating Income of Nihon Plast by Region, FY2005-FY2011
Clients of Nihon Plast, FY2008-FY2011
Equity Structure of East Joy Long
Revenue and Operating Income of East Joy Long, 2004-2010
Revenue and Operating Income of Yanfeng Key (Shanghai) Automotive Safety Systems, 2004-2010
Revenue and Operating Income of Key Automotive Accessories (Tianjin), 2004-2009
Revenue and Operating Margin of Hyundai Mobis, 2006-2010
Revenue of Hyundai Mobis by Region, 2008-2009
DAICEL's Revenue and Operating Margin, FY2005-FY2011
DAICEL's Revenue by Division, FY2008-FY2011
DAICEL's Profit by Division, FY2008-FY2011
Electronic Structure of a Typical Airbag
Electronic Structure of Active Safety Belt
Revenue and Operating Margin of Global Automotive Safety System Manufacturers, 2009-2011
Ranking of 18 Automotive Safety Systems Manufacturer in China by Revenue, 2009
Autoliv in India
Autoliv in South America
Revenue and Profit of Tianjin Tokairika Automotive Parts, 2006-2010
Revenue, Operating Income, Export Value and Number of Employees of Wuxi Risho, 2004-2010
Revenue, Profit, Export Value of Nihon Plast (Zhongshan), 2004-2010Revenue of Jinheng Automotive Holdings Limited by Product, 2007-2009
Financial Data of Shanghai Hyundai Mobis Automotive Parts, 2004-2010
Revenue and Profit of Daicel Safety System (Jiangsu), 2008-2010
Revenue and Profit of Tianjin Yizhong Automotive Safety Belt, 2008-2009