高盛发表的“跨国汽车公司在中国运营报告”称,中国汽车市场面临供过于求的局面。报告估计在2006年以前,仅跨国汽车商在中国的合资厂新增的轿车产能,即达150万至200万辆,若再加上中国当地汽车厂的新增产能,届时整个中国轿车市场的总产能至少达400万辆。但在市场需求方面,就算中国轿车市场能保持每年5%的增速,到2006年的市场容量也只有220万辆。刚成立的发改委亦担心汽车业过热。该会经济运行局局长马力强指出,各地纷纷投资新的汽车项目,令汽车产业出现结构雷同、规模小、布局散和自主开发能力弱的问 Goldman Sachs published “multinational automotive companies operating in China, ” said that China’s auto market is facing an oversupply situation. The report estimates that by 2006 alone, the additional passenger car capacity of the multinational automaker’s joint venture plant in China will reach 1.5-2 million. If this is added to the new production capacity of the local automobile plant in China, the entire Chinese car market Total capacity of at least 4 million. However, in terms of market demand, even if the Chinese car market can maintain a 5% annual growth rate, the market capacity in 2006 will be only 2.2 million. The newly formed Development and Reform Commission also worried about overheating in the auto industry. Ma Liqiang, director of the Economic Operation Bureau, pointed out that various localities are investing in new automobile projects to make the automobile industry appear similar in structure, small in size, scattered in layout and weak in self-development