President and Managing Director

GM China Group

Kevin Wale

General Motors China:

Driving Growth

President and Managing Director

General Motors China:

Driving Growth

1

• Sales have grown 12 times over the past 15 years

• Anticipate 3-7% sales growth in 2012

• Expect demand to grow faster in China than in the next 9 highest-growth markets combinednext 10 years

• Driving force for industry growth will be tier 3 and 4 cities

Phenomenal Industry Growth

Sales have grown 12 times over the past 15 years

7% sales growth in 2012

Expect demand to grow faster in China than in the growth markets combined over the

Driving force for industry growth will be tier 3 and 4

Phenomenal Industry Growth

2

Qujing

In China, With China, for China

• 12 joint ventures

• Engineering & design center

• Automotive financing JV

• On-board telematics JV

• Certified used car JV

Shenyang

Liuzhou

Yantai

Qingdao

Qujing

Harbin

3

In China, With China, for China

Shanghai

Hong Kong

Changchun

3

Engineering & design center

Automotive financing JV

0.06

0.260.39

0.49

0.67

0.88

2.7%

7.5%

8.5%

9.4%

11.2%11.8%

12.2%

2001 2002 2003 2004 2005 2006 2007

Growing Volume and Market Share

1.03 1.09

1.83

2.35

2.5512.2%

12.1%

13.4%12.8%

13.6%

2007 2008 2009 2010 2011

Market Share

Sales Volume

(Million Units)

Growing Volume and Market Share

4

Growing Presence

PATAC Climate Wind Tunnel

Wuhan Plant Groundbreaking

Growing Presence

5Wuhan Plant Groundbreaking

SGM Dong Yue Phase III

• Key source of learning

• Share cost and risk

• Enable us to do more than by going it alone

• Need to ensure all sides win

• Cooperation rather than command and control required

• Need a full commitment and a shared vision

Focus on Partnerships

Enable us to do more than by going it alone

Need to ensure all sides win

Cooperation rather than command and control

Need a full commitment and a shared vision

Focus on Partnerships

6

Focus on Brands

7

Focus on Distribution NetworksFocus on Distribution Networks

8

Focus on Products for China

Chevrolet New Sail Buick GL8 Luxury MPV

Chevrolet Malibu Buick Encore

Focus on Products for China

Baojun 630Buick GL8 Luxury MPV

9

Cadillac XTSBuick Encore

Focus on Current Technology

Chevrolet Volt

Focus on Current Technology

Buick LaCrossewith eAssist

10

Focus on Next-Gen Technology

EN-V 2.0 (Electric Networked

Gen Technology

V 2.0 (Electric Networked-Vehicle)

11

Focus on Developing Technology

GM China Advanced Technical Center

Focus on Developing Technology

GM China Advanced Technical Center

12

Focus on Leveraging China Globally

Chevrolet MPV

Focus on Leveraging China Globally

Chevrolet Sail Hatchback

13

• Don’t underestimate potential for growth in China

• Make a long-term commitment

• Build a great partnership model based on mutual trust and respect

• Understand the depth and complexity of the market

• Build a great local capability

• Participate in the future

Lessons Learned

Don’t underestimate potential for growth in China

term commitment

Build a great partnership model based on mutual

Understand the depth and complexity of the

Build a great local capability

14

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