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卡洛斯·戈恩仍在獄中,法國(guó)低調(diào)處理雷諾-日產(chǎn)合并

卡洛斯·戈恩仍在獄中,法國(guó)低調(diào)處理雷諾-日產(chǎn)合并

彭博社 2019-01-23
法國(guó)財(cái)政部長(zhǎng)表示,目前沒(méi)有計(jì)劃改變雷諾與日產(chǎn)二十年的聯(lián)盟。

法國(guó)財(cái)政部長(zhǎng)表示,目前沒(méi)有計(jì)劃改變雷諾與日產(chǎn)二十年的聯(lián)盟,而聯(lián)盟的締造者卡洛斯·戈恩因涉嫌金融犯罪于兩個(gè)月前在日本被捕,現(xiàn)仍在拘留中。

“沒(méi)有計(jì)劃對(duì)雷諾和日產(chǎn)的交叉持股方案進(jìn)行調(diào)整或修改,”布魯諾·勒梅爾在上周六晚間播出的《星期日?qǐng)?bào)》(Journal du Dimanche)采訪(fǎng)時(shí)說(shuō)。他說(shuō),法國(guó)希望雷諾領(lǐng)導(dǎo)層的管理“牢固穩(wěn)定”。

雙方由于合作關(guān)系架構(gòu)不平衡,都積攢了不滿(mǎn)情緒。雖然日產(chǎn)的銷(xiāo)量和利潤(rùn)已經(jīng)超過(guò)雷諾,但這家日本公司在聯(lián)盟中的影響力要小得多,它只擁有雷諾15%的無(wú)表決權(quán)股份,而后者擁有日產(chǎn)43%的股權(quán)。雷諾股權(quán)中15%為法國(guó)政府持有。

包括法國(guó)政府指定的雷諾董事馬丁·維爾在內(nèi)的法國(guó)代表團(tuán)上周前往東京拜訪(fǎng)了日本官員,日產(chǎn)的首席執(zhí)行官西川廣人也在列。據(jù)日本經(jīng)濟(jì)新聞社(Nikkei newspaper)報(bào)道,代表團(tuán)轉(zhuǎn)達(dá)了法國(guó)或有意將兩家企業(yè)置于同一控股公司下的想法,還提出雷諾希望任命下一任日產(chǎn)董事長(zhǎng),但日經(jīng)新聞未透露消息源。

據(jù)接近代表團(tuán)的人士透露,此訪(fǎng)重點(diǎn)討論了鞏固雷諾-日產(chǎn)聯(lián)盟的方式和想法,成立控股公司是其中一個(gè)選擇。知情人士強(qiáng)調(diào),會(huì)議期間沒(méi)有提出任何提案,現(xiàn)在討論具體計(jì)劃還為時(shí)過(guò)早,因?yàn)橛嘘P(guān)討論屬于機(jī)密范疇,要求隱去其姓名。

另一位知情人士表示,雖然日產(chǎn)希望維持現(xiàn)有伙伴關(guān)系,但它可能會(huì)反對(duì)任何試圖推動(dòng)兩家車(chē)企完全合并的做法。

一名雷諾發(fā)言人拒絕發(fā)表評(píng)論。本刊向日產(chǎn)發(fā)言人發(fā)送的郵件截至上周日未收到答復(fù)。

戈恩被捕前一直在推動(dòng)兩家企業(yè)進(jìn)行更充分的整合,包括去年彭博社曾報(bào)道可能會(huì)進(jìn)行合并,但日產(chǎn)反對(duì)合并,除非它能因此在更多領(lǐng)域獲得影響力。

戈恩被控涉嫌金融犯罪,或?qū)е聨资瓯O(jiān)禁。這位汽車(chē)行業(yè)的大佬被指控瞞報(bào)自己在日產(chǎn)數(shù)千萬(wàn)美元的收入,將個(gè)人交易損失轉(zhuǎn)嫁給公司。日產(chǎn)還聲稱(chēng)戈恩濫用公司資金,用于其在巴西、黎巴嫩等各地的房產(chǎn),稱(chēng)戈恩雇傭自己姐姐與其簽署顧問(wèn)合同。

日產(chǎn)正在加強(qiáng)改革,重建管理體系,同時(shí)在考慮取消董事長(zhǎng)一職。戈恩的丑聞也使日產(chǎn)與雷諾的合作關(guān)系變得緊張,二者的聯(lián)盟20年來(lái)都由戈恩維系。

上個(gè)月,雷諾表示計(jì)劃向日產(chǎn)董事會(huì)提名一名新董事,維護(hù)公司在聯(lián)盟內(nèi)的權(quán)力。

“雷諾希望行使權(quán)力任命自己的董事,這需要在股東大會(huì)上完成?!蓖瑫r(shí)是法國(guó)政府雷諾股權(quán)機(jī)構(gòu)負(fù)責(zé)人的維爾在接受法國(guó)商業(yè)調(diào)頻電臺(tái)(BFM Business)采訪(fǎng)時(shí)表示。

此前日產(chǎn)首席執(zhí)行官西川廣人拒絕了雷諾要求召開(kāi)全體股東大會(huì)討論日產(chǎn)管理層的要求;若要改變董事會(huì)構(gòu)成,必須召開(kāi)全體股東大會(huì)。

日產(chǎn)改善治理特別委員會(huì)于上周日召開(kāi)首次會(huì)議,宣布將在3月底前制定若干提案。 委員會(huì)主席西岡清一郎也表示,權(quán)力過(guò)多集中于同一人可能會(huì)給日產(chǎn)帶來(lái)問(wèn)題。

同時(shí),戈恩或即將被革除雷諾董事長(zhǎng)及首席執(zhí)行官的職位,法國(guó)財(cái)政部長(zhǎng)上周呼吁罷黜戈恩。(財(cái)富中文網(wǎng))

譯者:Agatha

France’s finance minister said there is no plan to remodel the two-decade alliance between Renault SA and Nissan Motor Co., whose architect Carlos Ghosn remains in jail two months after he was arrested in Japan on allegations of financial crimes.

“No shareholding re-balancing or modification of cross shareholdings between Renault and Nissan are on the table,” Bruno Le Maire told Journal du Dimanche in an interview published late Saturday. France wants “solid and stable” governance at the helm of Renault, he said.

Tensions are simmering on both sides of the partnership because of its lopsided structure. While Nissan has outgrown Renault in sales and profits, the Japanese company has far less influence, owning a 15 percent non-voting stake in Renault, which in turn has a 43 percent holding of Nissan. The French government owns 15 percent of Renault.

A French delegation including Martin Vial, a Renault director designated by the French government, visited Japanese officials including Nissan Chief Executive Officer Hiroto Saikawa in Tokyo last week. The participants relayed France’s intention to possibly put the two carmakers under one holding structure, as well as Renault’s wish to appoint Nissan’s next chairman, Nikkei newspaper reported, without saying where it got the information.

According to people close to the delegation, the discussions focused on ways and ideas to cement the Renault-Nissan alliance, with the creation of a holding company being one of the options. The people emphasized that no proposal was made during the meeting and it’s too early to discuss concrete plans, asking not to be identified because the deliberations are confidential.

While Nissan wants to maintain the partnership, it will likely resist any push toward a full merger of the two carmakers, another person familiar with the matter said.

A Renault spokesman declined to comment. An email sent to a Nissan spokesman went unanswered last Sunday.

Ghosn had been pushing for a closer integration between the two carmakers before his arrest, including a possible merger that Bloomberg reported last year, but Nissan has resisted a combination unless it would gain clout in more areas.

Ghosn is accused of financial crimes that could put him behind bars for decades. The auto titan has been indicted for understating his income at Nissan by tens of millions of dollars and transferring personal trading losses to the carmaker. Nissan also claims that Ghosn misused company funds, including for homes from Brazil to Lebanon, and hired his sister on an advisory contract.

Nissan is weighing abolishing the chairman role as it steps up reforms to rebuild governance. The scandal has also strained the company’s partnership with Renault, a union held together by Ghosn for two decades.

Last month, Renault said it planned to name a new director to the board of Nissan and safeguard power within their alliance.

“Renault wants to exercise the possibility to name its directors and this will be done at a shareholders’ meeting,” Vial, who is also head of the agency that holds the French government’s stake, said in an interview on BFM Business.

Earlier, Nissan CEO Saikawa rebuffed the French carmaker’s demand for a meeting of all shareholders to discuss Nissan’s governance, something it would need to do to change its board representation.

Nissan’s special committee for improving governance met for the first time at last Sunday, and said it will make some proposals by the end of March. Committee Chairman Seiichiro Nishioka also said that having too much power concentrated on one person may have resulted in a problem for the carmaker.

Ghosn is also on the verge of being ejected from the roles of chairman and CEO at Renault, with the French finance minister last week calling for his dismissal.

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