LGECH CAC Biz Growth Strategy Appendix January 23, 2009 Copyright2009 by Monitor Company Group, L.P. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means —electronic, mechanical, photocopying, recording, or otherwise — without the permission of Monitor Company Group, L.P. This document provides an outline of a presentation and is incomplete without the accompanying oral commentary and discussion. COMPANY CONFIDENTIAL BEIJING CAMBRIDGE CHICAGO DELHI DUBAI FRANKFURT HONG KONG JOHANNESBURG LONDON LOS ANGELES MADRID MANILA MOSCOW MUMBAI MUNICH NEW YORK PARIS SAN FRANCISCO SO PAULO SEOUL SHANGHAI SINGAPORE TOKYO TORONTO ZURICH 2 0 0 9 Table of Contents Market Definitions (Regional, Applications, Product) Market Sizing (Overview) Developer Profiles (Examples and Database) Design Institute Profiles (Database) Channel Profiles (Database) Marketing Activity (Examples) Translated Chinese Slides (Selection) Appendix Northeast: 144USD MN3 provinces Hei Long Jiang(黑龙江) Ji Lin (吉林) Liao Ning (辽宁) East: 1,897USD MN3 provinces & 1 city Shanghai (上海) Zhe Jiang (浙江) Jiang Su (江苏) An Hui (安徽) Main Regional Coverage:22% of geographic coverage,70% of market sales North: 1,063 USD MN1)4 provinces & 2 cities Beijing (北京) Tianjin (天津) Shan Dong (山东) Shan Xi (山西) He Bei (河北) Inner Mongolia (内蒙古) Market Definition – Regional Breakdown Focus on 2 Regions for In-depth Market Study Note: 1) Total CAC market size including heavy CAC in 2007 Source:Aircon China, Wikipedia, Monitor Analysis Beijing Tianjin Hangzhou Nanjing Shanghai Suzhou Northwest: 111 USD MN5 provinces Shaan Xi (陕西) Gan Su (甘肃) Ning Xia (宁夏) Qing Hai (青海) Xin Jiang (新疆) South: 769USD MN4 provinces Guang Dong (广东) Guang Xi (广西) Fu Jian (福建) Hainan (海南) Central: 360 USD MN4 provinces He Nan (河南) Hu Bei (湖北) Hu Nan (湖南) Jiang Xi (江西) Southwest: 256USD MN4 provinces and 1 city Chong Qing (重庆) Si Chuan (四川) Gui Zhou (贵州) Yun Nan (云南) Tibet (西藏)