Page 1: Executive Summary Introduction Page 2-3: Electric Vehicle Segments Market Overview Page 4: Global Electric Vehicle Market- Global EV Value Chain (2020e) Page 5: China Electric Vehicle Market - Overview, Market Size & Growth (2011, 2020e), Planned Target (2012e) Drivers & Challenges Page 6: Summary Page 7: Rising Population and Transport Demand Page 8: Foreign Dependence for Crude Oil Page 9: Reduction in CO2 Emission Page 10: Development of EV Battery Manufacturers Page 11: Government Incentives Page 12: Vehicle Performance Page 13: Cost Constraints Page 14: Battery Life Cycle Government Initiatives Page 15: Development Plan for Fuel-efficient and New Energy Vehicles (2011-2020) Page 16: Ten Cities, One Thousand Vehicles Program Page 17: State-owned Enterprise Electrical Vehicle Industry Alliance (SEVIA) Page 18: Research and Development Support Policies Trends Page 19: Trends Summary Page 20-21: Product Innovation Page 22: Infrastructure Development Page 23: Growing Competition Mergers & Acquisitions Page 24: Mergers & Acquisitions Competition Page 25- 26: Domestic Public Companies - Summary Page 27- 38: Key Domestic Players - Company Information, Products and Services, Locations in China, Key People, Financial Snapshot, Financial Summary, Key Ratios, Key Business Segments, Key Geographic Segments and Key Recent Developments • BYD Company Limited. • LIFAN Industry (Group) Co., Ltd. • SAIC Motor Corporation • Dongfeng Motor Group Company Ltd. Page 39-40: Key Domestic Players - Company Information, Products and Services, Locations in China, Key People and Key Recent Developments • Chery Automobile Co., Ltd. Page 41-52: Key Foreign Players - Company Information, Products and Services, Locations in China, Key People, Financial Snapshot, Financial Summary, Key Ratios, Key Business Segments, Key Geographic Segments and Key Recent Developments • Daimler AG • General Motors Company • Honda Motor Co., Ltd • Geely Automobile Holdings Limited Key Takeaway Page 53: Key Takeaways

Market Overview 1. Market Size & Growth (2011, 2020e) 2. Planned Target (2012e) Drivers and Challenges 3. Rise in Population ( 2005, 2010, 2015e and 2020e) 4. Dependency on Imported Crude Oil (2009, 2010, 2013e, 2030e) 5. Per Capita CO2 Emission (1990, 2000 and 2010) 6. Rise in Non Fossil Fuel Usage (Nov 2011, 2015e) 7. BAK - Production Capacity (Oct 2011, Feb 2012e) 8. Gasoline Price (2010, 2030e) 9. Reduction in Cost of EV (2010, 2030e) Competition 10. Bubble Chart for the Public Companies 11. Total Income and Profit for Major Domestic Companies (2010) 12. Key Domestic Players - Growth in Total Income and Profit (2007, 2008, 2009 and 2010), Key Ratios(2007,2008,2009 and 2010), Key Business Segments (2007,2008,2009 and 2010), Key Geographic Segments (2007,2008,2009 and 2010) • BYD Company Limited. • LIFAN Industry (Group) Co., Ltd. • SAIC Motor Corporation • Dongfeng Motor Group Company Ltd. 13. Key Foreign Players - Growth in Total Income and Profit (2007,2008,2009 and 2010), Key Ratios(2007,2008,2009 and 2010), Key Business Segments (2007,2008,2009 and 2010), Key Geographic Segments (2007,2008,2009 and 2010) • Daimler AG • General Motors Company • Honda Motor Co., Ltd • Geely Automobile Holdings Limited

1. BYD Company Ltd. 2. LIFAN Industry (Group) Co. Ltd. 3. SAIC Motor Corporation 4. Dongfeng Motor Group Company Ltd. 5. Chery Automobile Co. Ltd. 6. Daimler AG 7. General Motors Company 8. Honda Motor Co. Ltd 9. Geely Automobile Holdings Ltd.