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[財經新聞] 汽車業 Auto industry

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寶馬增持內地合營至75%
https://hk.finance.appledaily.com/finance/daily/article/20181012/20520760

華晨汽車(1114)公佈,以290億元(人民幣.下同)出售旗下與寶馬的合資公司「華晨寶馬」25%股權予寶馬。交易完成後,寶馬於華晨寶馬的持股將由50%增持至75%,預計交易於2022年完成,將成為首間在內地市場增持至控股的外資車企,另雙方合資合同期限亦延長至2040年。華晨今復牌,停牌前報10.76元。

華晨表示,考慮到中國豪華汽車市場持續增長及寶馬引入新型號及設立新生產設施,相信華晨寶馬業務於未來數年可穩定增長;另因出售所得的款項淨額,潛在用途包括但不限於派特別股息、撥支業務發展等。投資協議包括華晨寶馬預計於2022年引入寶馬型號「寶馬X5」及BEV汽車於中國進行本地化及投產,以及擴建瀋陽大東工廠及於瀋陽鐵西區建第二個工廠。

內地於今年4月宣佈,放寬中國汽車業外企擁有權限制至50%以上,並按車種逐步開放,包括於2022年開放中國乘用車市場。今次交易完成後,華晨寶馬董事會由8名董事組成,其中寶馬委派6名,包括董事長;華晨則委派6名,包括副董事長。除主管財務的副總經理、主管人事的副總經理,其餘高級管理層均由寶馬提名。
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Tesla涉虛報Model 3產量受查
https://hk.finance.appledaily.com/finance/daily/article/20181028/20532649
Tesla傳遭FBI調查 疑數據造假
http://orientaldaily.on.cc/cnt/finance/20181028/00202_002.html

China is crushing Europe's electric car dreams
https://edition.cnn.com/2018/10/30/business/europe-lithium-electric-batteries/index.html

Hong Kong (CNN Business)Europe gave the world some of its top automakers, but it's losing out to China in the race to define the industry's future.

China is the driving force in the business of electric vehicle batteries, which European leaders see as vital to the future of the auto industry that employs millions of people across the continent.
It may be too late to catch up.
"Europe might well see its carmakers massively moving production to China in the future," said Simone Tagliapietra, an energy analyst at Fondazione Eni Enrico Mattei, a Milan-based think tank. "This is a huge risk" for the region that's home to companies like Volkswagen (VLKAF), BMW (BMWYY), Mercedes-Benz and Renault (RNSDF), he added.

Building electric cars in China makes sense for companies because that's where most customers are, and it enables them to avoid heavy tariffs on imported vehicles. It also puts their manufacturing plants closer to the supply chain for batteries, which account for about 40% of the value of electric cars.
"It just makes sense to produce electric vehicles where batteries are also produced," Tagliapietra said.

About two-thirds of the world's manufacturing capacity for lithium-ion batteries, those most commonly used in electric vehicles, is in China, according to consulting firm Wood Mackenzie.
Europe is estimated to have just 1% of the market. "There's a few smaller European facilities, but nothing significant," said Gavin Montgomery, Wood Mackenzie's research director of global metals markets in London.
China's giant market
China has the advantage of being the world's biggest market for electric vehicles, accounting for about half of global sales, and international carmakers are investing there in a big way.
Volkswagen announced last year it would pump $12 billion into making electric vehicles in the world's number two economy. US industry leader Tesla (TSLA) is building a factory in Shanghai that it says will eventually churn out 500,000 electric cars a year, compared with about 100,000 annually in the United States.

Even Europe's nascent battery companies are choosing to invest in China rather than at home.
Netherlands-based Lithium Werks, which already has two plants in China, announced plans this month to build a €1.6 billion ($1.8 billion) factory outside Shanghai with a local partner.
The huge facility will eventually pump out lithium-ion batteries to power 160,000 cars a year. Chairman Kees Koolen told CNN that Lithium Werks was investing in China because the infrastructure is better and it's easier to get the permits needed to build a factory. The company said it was put off by the amount of red tape needed to invest in Europe.

"In Europe there's a lot of hassle and a lot of procedures to follow. It takes a long time," Koolen said. The Chinese government has a "long-term vision" for the industry, while Europe does not, he added.
China has put in place targets for electric vehicle production and offered incentives for buyers, which has helped the industry boom.
"Europe has not been able to develop a coherent and solid industrial policy," Tagliapietra said.
The European Union is trying to change that. Its executive branch, the European Commission, launched an action plan this year aimed at encouraging companies to invest more in battery technologies, including offering more funding. It warned European companies were in danger of losing influence over supply chains and environmental standards if they fail to get a foothold in the battery sector.
The global industry's biggest player is a Chinese firm, CATL. Its closest rivals include Japan's Panasonic (PCRFY) and South Korea's Samsung SDI. Panasonic also works with Tesla, which produces its own batteries and is building a giant factory in Nevada to produce them on a huge scale.

An Airbus of batteries?
A big reason Europe has fallen so far behind in the battery industry is its automakers were slow to develop electric cars, according to analysts.
"They didn't take electric vehicles seriously because they didn't like them," said Viktor Irle, co-founder of Swedish research firm EV-Volumes. Until recently, many of the big players focused their resources on gasoline-powered cars, he added.
In the meantime, China's electric vehicle industry has mushroomed through companies like Warren Buffett-backed BYD (BYDDY) and Geely (GELYF). The country now has so many electric-car makers that some experts are warning of a potential glut.

Europe is showing some signs of progress. Swedish battery maker Northvolt, founded by former Tesla executives, has promised to build Europe's largest lithium-ion battery factory over the next six years. But some analysts say the project is already encountering funding issues.
Northvolt told CNN it has "a funding plan in place" and will provide more information once the European Investment Bank, which is owned by EU countries, has finished processing its application for a €400 million ($455 million) loan.
Europe's plans could face other hurdles. China has in the past few years been locking down supplies of the key resources that are used to build electric batteries, such as lithium and cobalt.
"It's already too late" for European companies to establish themselves as large-scale makers of lithium-ion batteries, said Irle. "That train has already departed."
Some analysts say Europe's last hope may be to take the same approach as it did with Airbus (EADSY) in the aviation industry. The plane maker was created by merging a clutch of existing firms and is now the only serious challenger to Boeing (BA) in the United States.
Doing the same for electric batteries "could be a game-changer for the EU's auto industry," Montgomery said.

[ 本帖最後由 路過 於 2018-10-30 10:46 編輯 ]
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KT150

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8 Extreme Vehicles You Never Knew Existed
https://www.youtube.com/watch?v=CMJpy2U0xfI

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福士排廢測試造假 車主興訟
http://orientaldaily.on.cc/cnt/china_world/20181102/00180_004.html

德指華經濟間諜 威脅汽車業
http://orientaldaily.on.cc/cnt/china_world/20181106/00178_003.html

《德國之聲》周日報道,德國巴登-符騰堡州近年成為中國經濟間諜的目標,當地經濟支柱汽車產業更是重災區。該州內政部近日更指,自二○一二年至今,當地警方已發現八宗經濟間諜案,至少六宗不排除與中國有關。

該州內政部指出,許多企業即使發現網絡安全漏洞,因擔心損害企業形象而未必報警。當局補充指,不僅中型企業受影響,有一間坐落於斯圖加特的汽車製造商亦同受牽連。

警方現仍調查上述六宗或與中國有關的經濟間諜案,德國聯邦總檢察院已對其中四宗展開審核程序。州政府指網絡經濟間諜犯罪行為每年為當地造成達七十億歐元(約六百二十四億港元)的潛在經濟損失。全國每年因經濟間諜行為而蒙受的直接經濟損失更高達五百億歐元(約四千四百六十億港元)。

[ 本帖最後由 ChairmanMao 於 2018-11-6 04:07 編輯 ]

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吉汽比亞迪新能源車銷售齊跌
http://orientaldaily.on.cc/cnt/finance/20181107/00202_010.html

市傳中國明年新能源汽車補貼政策將進一步下跌達四成,而主力發展新能源汽車的吉利汽車(00175)及比亞迪股份(01211)在十月份新能源汽車銷量更雙雙下滑,其中吉汽上月新能源車銷量按月大跌逾22%。

內地相關補貼傳削四成

吉汽十月整體汽車銷量為12.89萬輛,按月僅升3.66%,按年亦只增約3%,為今年來按年增長首次未達雙位數,當中新能源和電氣化汽車銷量為8,101輛,亦是公司自八月公布新能源車銷售數據以來首次少於1萬輛。今年頭十個月,吉汽總銷量約126.58萬輛,按年升33%,達至全年銷量目標的80%。

至於比亞迪十月汽車總銷量為4.84萬輛,按月微增1.21%,其中,新能源汽車銷量2.76萬輛,按月微跌0.84%。截至今年首十個月,比亞迪總銷量達40萬輛,當中新能源汽車銷量為17.1萬輛,佔總銷量逾42%;燃油汽車銷量則錄得22.89萬輛。

有內媒引述消息人士報道,新能源汽車補貼新政料於十二月公布,明年有關補貼將會減少40%,到二○年時再削減40%,直至全部退出。

值得注意是,吉汽早揚言正積極轉型,並指有信心在兩年後新能源車銷量佔比達90%以上,比亞迪更受補貼減少拖累而在今年內多次發出盈警,一旦有關補貼減少,恐會再進一步打擊其業績。

日法推「極簡」電動車搶客

事實上,新能源汽車補貼減少已是大勢所趨,為進一步拓展市場,外電報道指傳統大型汽車製造商正在紛紛推出極簡設計的小型汽車。

先以日本為例,當地的司機每年購買近200萬輛長度小於12英尺的小型汽車。作為日本最大汽車製造商豐田汽車,亦已入局小型電動汽車領域,打造了i-Road這款三輪式小型電動汽車,只坐1人,售價1萬英鎊。

法國雷諾更加自一二年開始生產一款名為Twizy的四輪電動汽車,發展勢頭愈來愈強勁。該公司表示,價格便宜令到市場發展空間潛力巨大,Twizys售價6,895英鎊起,可坐2人。

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