摩根斯坦利：全球汽车竞争力报告(英文60 页)

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 诸神之战：全球领导力的竞赛

 

Table of Contents

Clash of the Titans: At a Glance 4

Executive Summary – Benchmarking the Global Titans 5

Global Benchmarking Exercise: Summary Scorecard 8

Critical Drivers of Success – a Recipe for the Perfect Car Maker 9

Why Focus on the Big-4 Titans? 10

Section 1 – Benchmarking the Global Titans 12

Race to the Top: Toyota Back in the Lead – But for How Long? 13

Platform Strategy: Making Sense (and Profit) Out of Scale 16

Capacity Planning and Utilisation 21

Product Investment: Who’s Spending What? 24

Labour Productivity 27

Brand and Product Portfolio Management 29

Geographic Exposure: Right Place, Right Time? 32

Segment Exposure: Picking the Right Battles 38

Section 2 – What Could Go Wrong, What Could Go Better? 41

Crash of the Titans – When Scale Went Wrong 42

Hyundai-Kia: Building Capacity Outside Korea Is Critical 44

GM: The Path to $7 of EPS 45

Toyota: Cost and Quality No Longer the Whole Story 47

Volkswagen: Re-Born in the USA – VW’s €3 billion American Dream 48

Appendix – Morgan Stanley Global Light Vehicle Volume Forecasts 50