印度汽车製造政策 - 经济影响和增长机会

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个工作天内

价格

简介目录

汽车生产激励计划产生 452 亿美元间接生产，推动製造业增长潜力

本报告重点关注印度汽车製造政策的经济影响，特别是针对汽车和汽车零部件的 PLI（生产挂钩激励）计划。在COVID-19大流行爆发以及随之而来的对国际供应链的衝击之后，印度将14个行业作为促进製造业发展和吸引新的製造业投资的关键政策倡议，启动了PLI计划。

汽车PLI制度扩大了与纯电动汽车、氢燃料电池汽车和汽车零部件销量挂钩的财政激励。在本研究中，我们将从生产、就业、工资、支出等角度进行经济效果评估，验证汽车PLI制度对印度市场的影响。该经济影响框架依赖于列昂惕夫的投入核算 (I/O) 模型。

汽车 PLI 计划将对印度整体经济产生乘数效应，为汽车行业创造生产和就业机会。例如，汽车产量的增加将推动对金属、电池和其他原材料和零部件的需求增加，从而为相关行业创造额外的生产和就业机会。因此，最终的经济效应考虑了直接效应、间接效应和诱导效应。该研究还强调了印度製造业和汽车行业在政府支持政策、供应链多元化趋势和可持续发展促进等综合作用下的增长机会。

主要问题

强化印度製造业背后的战略要务是什么？
汽车PLI计划将对相关行业和整体经济产生哪些连锁反应？
PLI计划对2026年直接生产、增加值总额和就业有何影响？
汽车 PLI 计划的间接影响和诱发影响与直接影响相比如何？
汽车 PLI 方案每年每秒的输出是多少？
印度存在哪些增长机会来建设汽车和供应链製造能力并推动印度的可持续发展？

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