印度汽車製造政策 - 經濟影響和成長機會

India's Automotive Manufacturing Policy-Economic Impact and Growth Opportunities

出版日期: 2023年07月26日 | 出版商:

Frost & Sullivan | 英文 47 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

汽車生產獎勵計劃產生 452 億美元間接生產，推動製造業成長潛力

本報告重點關注印度汽車製造政策的經濟影響，特別是針對汽車和汽車零件的 PLI（生產連結獎勵）計劃。在COVID-19大流行爆發以及隨之而來的對國際供應鏈的衝擊之後，印度將14個行業作為促進製造業發展和吸引新的製造業投資的關鍵政策舉措，啟動了PLI計劃。

汽車PLI制度擴大了與純電動汽車、氫燃料電池汽車和汽車零件銷量掛鉤的財政獎勵。在本研究中，將從生產、就業、工資、支出等角度進行經濟效果評估，驗證汽車PLI制度對印度市場的影響。該經濟影響框架依賴於Leontief的投入核算 (I/O) 模型。

汽車 PLI 計劃將對印度整體經濟產生乘數效應，為汽車行業創造生產和就業機會。例如，汽車產量的增加將推動對金屬、電池和其他原料和零件的需求增加，為相關行業創造額外的生產和就業機會。因此，最終的經濟效應考慮了直接效應、間接效應和誘導效應。本研究還強調了印度製造業和汽車行業在政府支持政策、供應鏈多元化趨勢和永續發展促進等綜合作用下的成長機會。

主要問題

強化印度製造業背後的戰略要務是什麼？
汽車PLI計劃將對相關行業和整體經濟產生哪些連鎖反應？
PLI計劃對2026年直接生產、增加值總額和就業有何影響？
汽車 PLI 計劃的間接影響和誘發影響與直接影響相比如何？
汽車 PLI 方案每年每秒的輸出是多少？
印度存在哪些成長機會來建設汽車和供應鏈製造能力並推動印度的永續發展？

This research service focuses on the economic impact of India's automotive manufacturing policy, particularly the automobiles and auto components production-linked incentive (PLI) scheme. Following the outbreak of the COVID-19 pandemic and the subsequent shocks to global supply chains, India launched 14 PLI schemes across various industries as a crucial policy initiative to drive manufacturing sector development and attract new manufacturing investments.

The automobile PLI scheme extends sales value-linked financial incentives to battery electric vehicles, hydrogen fuel cell automobiles, and auto components. This study undertakes an economic impact assessment to examine the effect of the automotive PLI scheme on the Indian market in terms of output, employment, wages, and spending. The framework of this economic impact relies on the Leontief input/output (I/O) model.

The automotive PLI scheme will generate output and jobs in the automotive industry with a multiplier effect across the Indian economy. For example, increased car production will drive higher demand for metals, batteries, and other raw materials and components, creating additional output and employment in allied industries. Hence, the final economic result considers direct, indirect, and induced impacts. This study also highlights the growth opportunities in India's manufacturing and automotive industry arising from a combination of supportive government policies, supply chain diversification trends, and the sustainability push.

Key Issues Addressed:

What is the strategic imperative behind the fortification of India’s manufacturing sector?
What ripple effects will the automotive PLI scheme generate across allied industries and the larger economy?
What will be the 2026 direct output, gross value-add, and employment impact of the PLI scheme?
How do the indirect and induced impacts of the automotive PLI scheme compare to the direct impact?
What is the per second and year output of the automotive PLI scheme?
What growth opportunities does India present as it seeks to build local automotive and supply chain manufacturing capabilities and drive sustainability?

Strategic Imperatives

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Indian Economy
Growth Opportunities Fuel the Growth Pipeline Engine™

India's Manufacturing and Automotive Industry

India's Manufacturing and Automotive Industry-Overview
I/O Table and Leontief Multiplier-Introduction
Economic Impact Assessment-Overview of Impact Forms
Economic Impact Assessment-Types of Impact Analysis
Key Findings on the Impact of the Automotive PLI Scheme
Manufacturing Growth Drivers
Manufacturing Growth Restraints

Policy Thrust in India's Manufacturing and Automotive Industry

Vision and Policy Support for Manufacturing
PLI Schemes-Deep Dive of Automotive PLI Scheme

Methodology and Framework for Economic Impact Assessment

Direct Impact Analysis
Indirect Output and GVA Impact Analysis
Indirect Employment Impact Analysis
Induced Impact Analysis

Results of Economic Impact Assessment

B&MV's Contribution to the Indian Economy
Impact Findings of the PLI Scheme on Batteries and Vehicles
Total Economic Output Impact
Sectoral Share in Output and GVA
Total Employment Impact
Impact on Labor Compensation

Growth Opportunity Universe

Growth Opportunity 1-Manufacturing and Infrastructure Boost from PLI and Global Supply Chain Reorientation
Growth Opportunity 2-Battery Electric and Hydrogen Fuel Cell Vehicles Supply Chain
Growth Opportunity 3-Lithium-ion Battery and Supply Chain Growth