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HK000I5D 8/19/2022 China Industry Primer [ ] August 18, 2022 CONFIDENTIAL 5XHK000I5D 8/19/2022 0204060801999A 2022A 2022A 2022A 2022A 2022E 2022E 2022E 2022E 2022EN o. of P l a y e r s05101520Tot a lP r odu c t i onC a pa c i t y0204060801999A 2022A 2022A 2022A 2022A 2022E 2022E 2022E 2022E 2022EU ni t P r i c e05101520N o. of U ni t S ol d1 Total Market Size and Performance No. of Players / Total Production Capacity Unit Price / Units Sold Industry Primer – [ ] Market Overview 1. Break down to province / region and subsector as appropriate 2. Include as much detail as appropriate / possible 3. Footnote all your sources!! ____________________ Source: [ ] 0501001502002501999A 2022A 2022A 2022A 2022A 2022E 2022E 2022E 2022E 2022EU S $ bn0%2%4%6%8%10%12%14%16%18%20%S u b s e c t o r 1 S u b s e c t o r 2 S u b s e c t o r 2G r ow t h R a t e[Data to e] [Data to e] [Data to e] HK000I5D 8/19/2022 2 Industry Primer – [ ] Key Industry Characteristics ? [Fragmented market] ? [Stateownership] ? [Import or export driven] ? [Segmentation of market space] ? [Innovation driven ?] ? [Cyclical ?] ? [Demographicdriven] ? [Protected sector] ? [Low peration] ? [Lacking certain expertise] ? [Scaleplay] ? [Branddriven] ? [High barrier of entry] ? [High Ramp。D] Recent Developments ? [Introduction of certain tech