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西門子與阿爾斯通欲建歐洲鐵路運(yùn)輸強(qiáng)國(guó)以對(duì)抗中國(guó)?

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關(guān)鍵詞:西門子 阿爾斯 工業(yè)


    近日,德國(guó)工業(yè)巨頭西門子公司和法國(guó)火車公司的阿爾斯通公司正在談判建立一個(gè)歐洲鐵路運(yùn)輸強(qiáng)國(guó),以更好地對(duì)抗來(lái)自中國(guó)的強(qiáng)勁競(jìng)爭(zhēng)。


    法國(guó)阿爾斯通公司周五表示,該公司正在討論將其業(yè)務(wù)與西門子移動(dòng)部門結(jié)合在一起。德國(guó)公司確認(rèn)了會(huì)談,但沒(méi)有提供細(xì)節(jié)。


    這一組合將創(chuàng)造一個(gè)歐洲運(yùn)輸業(yè)務(wù),年銷售額約為180億美元。阿爾斯通在截至3月31日的財(cái)政年度的銷售額為73億歐元(87億美元)。西門子移動(dòng)部門去年的收入為78億歐元。熟悉該計(jì)劃的人士表示,根據(jù)這一組合,西門子公司將其移動(dòng)業(yè)務(wù)轉(zhuǎn)移到阿爾斯通,同時(shí)控制法國(guó)實(shí)體。


    西方列車制造商在2015年中國(guó)火車制造企業(yè)社會(huì)責(zé)任公司和中國(guó)CNR兼并之后,一直受到壓力。這種關(guān)系使中國(guó)企業(yè)能夠通過(guò)降低成本來(lái)贏得業(yè)務(wù)。中國(guó)公司去年銷售額約340億美元。


    近年來(lái),中國(guó)大力投入高速鐵路,有助于火車生產(chǎn)企業(yè)的發(fā)展。


    阿爾斯通行政長(zhǎng)官亨利·普帕特拉法基今年初表示,鐵路制造行業(yè)將發(fā)生一些內(nèi)部的聯(lián)合。


    西門子長(zhǎng)期以來(lái)都在尋找在這一領(lǐng)域成長(zhǎng)的方式。該公司還與龐巴迪公司就加入其鐵路業(yè)務(wù)進(jìn)行了會(huì)談。西門子不會(huì)評(píng)論與阿爾斯通的討論是否意味著龐巴迪談判停滯不前。龐巴迪發(fā)言人拒絕置評(píng)。


    一個(gè)熟悉討論的人士周五表示,與其在德國(guó)的鐵路業(yè)務(wù)龐巴迪的談判仍在繼續(xù)進(jìn)行。根據(jù)該交易的結(jié)構(gòu),西門子將控制一家專注于利潤(rùn)豐厚的鐵路信號(hào)業(yè)務(wù)的合資企業(yè),而龐巴迪將在監(jiān)督制造業(yè)務(wù)(稱為機(jī)車車輛)的合作伙伴中擁有多數(shù)股權(quán)。西門子和阿爾斯通聯(lián)盟的合并銷售額將略高于德國(guó)公司和龐巴迪的銷售額。


    合并法國(guó)和德國(guó)的火車實(shí)體可能在柏林和巴黎有政治上的吸引力。德國(guó)總理默克爾(Angela Merkel)和法國(guó)總統(tǒng)埃曼紐·梅龍(Emmanuel Macron)都有著密切的關(guān)系。法國(guó)和德國(guó)多年前合并了商業(yè)航空航天活動(dòng),以創(chuàng)建空中客車公司,這是波音公司之后的世界第二大飛機(jī)制造商。


    西門子和阿爾斯通三年前就通過(guò)電氣公司提出購(gòu)買法國(guó)公司發(fā)電業(yè)務(wù)的建議,就能源資產(chǎn)的合并進(jìn)行了談判。盡管通用電氣最終贏得了巴黎的政治家的歡迎,德國(guó)的序幕卻得到了人們的歡迎。


    阿爾斯通在與西門子的交通協(xié)議方面的聲明中表示“沒(méi)有作出最后決定”。巴黎郊區(qū)的公司表示:“目前正在進(jìn)行討論,沒(méi)有達(dá)成任何協(xié)議?!?/span>


    英文原文如下:


    German industrial giant Siemens AG and French train-maker Alstom SA are in talks to create a European rail transportation powerhouse to better rival strong competition from China.


    France's Alstom, which makes trains and buses, said Friday it was in discussions to combine its operations with the mobility unit of Siemens. The German company confirmed the talks but didn't provide details.


    A combination would create a European transportation business with about $18 billion in annual sales. Alstom had sales of EUR7.3 billion ($8.7 billion) in the financial year ended March 31. Siemens's mobility unit had EUR7.8 billion in revenue last year. Under the combination, Siemens would move its mobility operations into Alstom while taking control of the French entity, said a person familiar with the plans.


    Western train makers have been feeling pressure to gain scale after the 2015 merger of Chinese train makers CSR Corp. and China CNR. That tie-up has enabled the Chinese entity to win business by cutting costs. The Chinese company had about $34 billion in sales last year.


    China has invested massively in high-speed rail, helping fuel growth of its train makers.


    Alstom Chief Executive Henri Poupart-Lafarge early this year said the train-making industry would "go through some kind of consolidation."


    Siemens has been looking for ways to gain heft for some time. The company also has held talks with Bombardier Inc. about joining their train-making business. Siemens wouldn't comment on whether discussions with Alstom meant Bombardier talks had stalled. A Bombardier spokesman declined to comment.


    The talks with Bombardier, which has its rail business based in Germany, are continuing and far advanced, a person familiar with discussions said Friday. Under that deal's structure, Siemens would control a joint-venture focused on lucrative rail-signaling operations while Bombardier would have a majority stake in a partnership overseeing the train-making business, known as rolling-stock. The combined sales of a Siemens and Alstom tie-up would be slightly larger than one involving the German company and Bombardier.


    Merging French and German train entities could have political appeal in Berlin and Paris. German Chancellor Angela Merkel and French President Emmanuel Macron have enjoyed a close relationship. France and Germany years ago pooled their commercial aerospace activities to create Airbus SE, the world's No. 2 plane maker after Boeing Co.


    Siemens and Alstom three years ago held talks about merging their energy assets in the face of a proposal by General Electric Co. to buy the French company's power generation business. The German overture was welcomed by politicians in Paris, though GE eventually won out, leaving Alstom focused on transportation.


    Alstom said in a statement that "no final decision has been made" on a transport deal with Siemens. "Discussions are ongoing and no agreement has been reached," the company based on the outskirts of Paris said.


    (審核編輯: 智匯張瑜)