雷諾日產(chǎn)據(jù)傳正在考慮合并
據(jù)消息人士稱,雷諾和日產(chǎn)汽車公司正在就合并事宜進行談判,并計劃組成一家新公司。 由于有關(guān)細節(jié)尚未公開,該消息人士要求不透露姓名。他表示,如果雷諾與日產(chǎn)的協(xié)議最終達成,那么雙方的聯(lián)盟將就此解除,合并為一家新的公司。雷諾目前擁有日產(chǎn)43%的股權(quán),而日產(chǎn)反過來也擁有雷諾15%的股權(quán)。該消息人士還稱,兩家公司的共同董事長卡洛斯·戈恩正在積極推動兩家合并,合并后的新公司仍將由他繼續(xù)執(zhí)掌。 據(jù)稱,根據(jù)目前的談判情況,日產(chǎn)可能最終會給予雷諾股東新公司的股份,另外日產(chǎn)的股東也會收到新公司的股份,用于交換他們手中的日產(chǎn)股票。合并后的公司將同時在日本和法國保留總部。 雷諾的股票在上周四的早盤交易中躍升了8.3個百分點,創(chuàng)下了十多年來單日交易的最大漲幅。截至上周五上午10:05分,雷諾股價又上升了4.2個百分點,使該公司的市值達到了290億歐元左右(約360億美元)。去年全年,日產(chǎn)股價下跌了近2%,其市值約在4.6萬億日元上下(約430億美元)。 該消息人士表示,要完成兩家公司的合并并非易事。法國政府擁有雷諾15%的股份,或許不愿意將這部分財產(chǎn)拱手讓人,也不愿意股權(quán)被稀釋。另外這筆交易需要法日兩國政府同時點頭才能達成。而至于成立后的新公司注冊在法國還是日本,兩國政府顯然也是各打各的算盤。 還有一種可能性是將新公司注冊在倫敦或者荷蘭,合并后的菲亞特克萊斯勒汽車公司就是在那里注冊的,而且菲亞特克萊斯勒也同時在意大利和美國保留了總部。 消息人士還表示,雷諾和日產(chǎn)已經(jīng)協(xié)商了幾個月了,目前雙方仍未達成最終決定,也有可能最終并不會達成合并交易。 雷諾日產(chǎn)聯(lián)盟的一位發(fā)言人表示,他們不會就流言和推測發(fā)表評論。法國財政府發(fā)言人也拒絕對此事發(fā)表評論。雷諾和日產(chǎn)公司的代表也拒絕評論此事。 據(jù)路透社3月早些時候報道,根據(jù)匿名人士透露,日產(chǎn)正在商洽收購大部分法國政府持有的雷諾股票。當(dāng)時雷諾日產(chǎn)聯(lián)盟曾表示,任何關(guān)于雙方股份交易的說法都是“純粹的猜測”。 卡洛斯·戈恩曾宣稱要進一步加強雷諾與日產(chǎn)的合作,他在二月份曾表示,雷諾和日產(chǎn)要設(shè)計一個“使聯(lián)盟不可逆轉(zhuǎn)”的方案。為了集中精力促進兩家公司的合作,64歲的戈恩去年已辭去日產(chǎn)CEO的職務(wù)。 兩家公司力圖將二者的協(xié)同效應(yīng)在2016年的基礎(chǔ)上翻一番,到2022年達到100億歐元的水平(約122億美元)。今年四月,日產(chǎn)的最大股東三菱汽車公司也將進一步與雷諾日產(chǎn)聯(lián)盟整合,并加入一個三家共享的零部件采購組織。 根據(jù)雷諾日產(chǎn)聯(lián)盟自己的預(yù)測,到2022年,該聯(lián)盟的汽車銷量將達到1400萬臺。而去年該聯(lián)盟的銷量約為1060萬臺,略低于全球最大汽車制造商德國大眾的1070萬臺。 雖然兩家公司都表示結(jié)盟給他們帶來了很多利益,但是除非等到他們的所有權(quán)結(jié)構(gòu)問題得到解決,否則聯(lián)盟的主導(dǎo)權(quán)仍將是一個復(fù)雜問題。 卡洛斯·戈恩在2月強調(diào),如果法國政府繼續(xù)保持股東地位,日本可能不會同意聯(lián)盟結(jié)構(gòu)繼續(xù)強化。他還表示,他無意勸說法國政府減少對雷諾的持股。 他表示:“是去是留由他們選擇。坦率地講,我都不會打開這個話題。我只關(guān)注現(xiàn)有的股東,我想盡可能地滿足他們,盡可能讓他們理解我們的戰(zhàn)略,認可我們的成績?!保ㄘ敻恢形木W(wǎng)) 譯者:樸成奎? |
Renault SA and Nissan Motor are in talks to merge and create a new automaker that trades as a single stock, people with knowledge of the matter said. A deal would end the current alliance between the companies and marry them as one corporation, said the people, who asked not to be identified as the details aren’t public. Renault currently owns 43% of Nissan while the Japanese carmaker has a 15% stake in its French counterpart. Carlos Ghosn, the chairman of both companies, is driving the negotiations and would run the combined entity, the people said. The parties are discussing a transaction in which Nissan would essentially give Renault shareholders stock in the new company, the people said. Nissan shareholders would also receive shares in the new company in exchange for their holdings, they said. The automaker may maintain headquarters in both Japan and France. Renault shares jumped as much as 8.3% in early trading Thursday, hitting the highest intraday level in more than a decade. They were up 4.2% at 10:05 a.m. in Paris, giving the company a market value of about 29 billion euros ($36 billion). Nissan shares are down nearly 2% over the past year, giving the company a valuation of 4.6 trillion yen ($43 billion). Getting a deal done could prove very difficult, the people said. The French government owns 15% of Renault and may be reluctant to relinquish control over its stake or have its position watered down. Both the French and Japanese governments would also have to approve a deal and may have strong opinions on where the combined company is domiciled, the people said. One possibility would be to base the company in London or the Netherlands, where cross-Atlantic carmaker Fiat Chrysler Automobiles NV has its corporate charter. Fiat Chrysler maintains headquarters in both Italy and the U.S. No final decisions have been made and the talks, which have been ongoing for several months, may not result in a deal, they said. A spokesman for the Renault-Nissan alliance said the group doesn’t comment on rumors and speculation, while a spokesman for the French finance ministry declined to comment. Representatives for Yokohama, Japan-based Nissan and Renault also declined to comment. Reuters reported earlier this month that Nissan was in talks to buy the bulk of the French government’s stake in Renault, citing unidentified people. The Renault-Nissan alliance said at the time any discussion about a share transaction involving the parties was “pure speculation.” Ghosn has pledged to cement Renault’s partnership with Nissan, saying in February that the companies would devise a plan to “make the alliance irreversible.” The 64-year-old relinquished the chief executive officer role at Nissan last year to focus on the partnership. The companies are seeking to double synergies to 10 billion euros ($12.2 billion) by 2022 from 2016. In April, Mitsubishi Motors Corp. — in which Nissan is the largest shareholder — will further integrate with the alliance by joining a shared parts-purchasing organization. The alliance forecasts unit sales of 14 million units by 2022, compared with 10.6 million last year. Volkswagen AG, the world’s largest carmaker, sold 10.7 million vehicles last year. While the companies have claimed a multitude of benefits from their partnership, its staying power could be complicated until imbalances in the companies’ ownership structures are resolved. Ghosn reiterated last month that Japan wouldn’t agree to a tighter structure if France remains a shareholder. He also said he isn’t trying to convince the French state to reduce its stake in Renault. “They decide to be here or to get out,” he said. “Frankly, I don’t even open this subject. I just consider that I have the shareholders that I have and I try to satisfy them in the best way possible and as much as possible make sure that they understand our strategy and appreciate our results.” |