Industry Trend Analysis - JAC Foreshadowing Future Chinese Investment Interest - JUNE 2017

BMI View : JAC Motors new investment in Mexico offers a strong support to its regional strategy across Latin America. Furthermore, it may foreshadow future investment into Mexico from other Chinese autos investors.

We believe new Chinese investment from JAC Motor into Mexico greatly enhances the company's own regional strategy across Latin America. On a broader scale, we believe the investment also highlights how Chinese firms offer a potential new source of investment funding for the Mexican autos industry as US-focused funding slows due to strained trade relations with the US.

JAC ' s First Push Into Mexico

JAC's Small Scale Means Impact On Forecast Is Limited
Mexico - Passenger Car Production, Units (Historic & Forecast)
e/f = BMI estimate/forecast. Source: AMIA, BMI

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