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西门子与阿尔斯通欲建欧洲铁路运输强国以对抗中国?

发布时间:2017-09-26作者:智汇张瑜


近日,德国工业巨头西门子公司和法国火车公司的阿尔斯通公司正在谈判建立一个欧洲铁路运输强国,以更好地对抗来自中国的强劲竞争。


法国阿尔斯通公司周五表示,该公司正在讨论将其业务与西门子移动部门结合在一起。德国公司确认了会谈,但没有提供细节。


这一组合将创造一个欧洲运输业务,年销售额约为180亿美元。阿尔斯通在截至3月31日的财政年度的销售额为73亿欧元(87亿美元)。西门子移动部门去年的收入为78亿欧元。熟悉该计划的人士表示,根据这一组合,西门子公司将其移动业务转移到阿尔斯通,同时控制法国实体。


西方列车制造商在2015年中国火车制造企业社会责任公司和中国CNR兼并之后,一直受到压力。这种关系使中国企业能够通过降低成本来赢得业务。中国公司去年销售额约340亿美元。


近年来,中国大力投入高速铁路,有助于火车生产企业的发展。


阿尔斯通行政长官亨利·普帕特拉法基今年初表示,铁路制造行业将发生一些内部的联合。


西门子长期以来都在寻找在这一领域成长的方式。该公司还与庞巴迪公司就加入其铁路业务进行了会谈。西门子不会评论与阿尔斯通的讨论是否意味着庞巴迪谈判停滞不前。庞巴迪发言人拒绝置评。


一个熟悉讨论的人士周五表示,与其在德国的铁路业务庞巴迪的谈判仍在继续进行。根据该交易的结构,西门子将控制一家专注于利润丰厚的铁路信号业务的合资企业,而庞巴迪将在监督制造业务(称为机车车辆)的合作伙伴中拥有多数股权。西门子和阿尔斯通联盟的合并销售额将略高于德国公司和庞巴迪的销售额。


合并法国和德国的火车实体可能在柏林和巴黎有政治上的吸引力。德国总理默克尔(Angela Merkel)和法国总统埃曼纽·梅龙(Emmanuel Macron)都有着密切的关系。法国和德国多年前合并了商业航空航天活动,以创建空中客车公司,这是波音公司之后的世界第二大飞机制造商。


西门子和阿尔斯通三年前就通过电气公司提出购买法国公司发电业务的建议,就能源资产的合并进行了谈判。尽管通用电气最终赢得了巴黎的政治家的欢迎,德国的序幕却得到了人们的欢迎。


阿尔斯通在与西门子的交通协议方面的声明中表示“没有作出最后决定”。巴黎郊区的公司表示:“目前正在进行讨论,没有达成任何协议。”


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.


公司简介

宜科(天津)电子有限公司是中国工业自动化的领军企业,于2003年在天津投资成立,销售和服务网络覆盖全国。作为中国本土工业自动化产品的提供商和智能制造解决方案的供应商,宜科在汽车、汽车零部件、工程机械、机器人、食品制药、印刷包装、纺织机械、物流设备、电子制造等诸多领域占据领先地位。宜科为智慧工厂的整体规划实施提供自系统层、控制层、网络层到执行层自上而下的全系列服务,产品及解决方案涵盖但不局限于云平台、MES制造执行系统、工业现场总线、工业以太网、工业无线通讯、机器人及智能设备组成的自动化生产线、自动化电气控制系统集成、智能物流仓储系统等,以实现真正智能化的生产制造,从而带来生产力和生产效率的大幅提升,以及对生产灵活性和生产复杂性的管理能力的大幅提升。多年来,宜科以创新的技术、卓越的解决方案和产品坚持不懈地为中国制造业的发展提供全面支持,并以出众的品质和令人信赖的可靠性、领先的技术成就、不懈的创新追求,在业界独树一帜。帮助中国制造业转型升级,加速智能制造进程,成为中国工业4.0智慧工厂解决方案当之无愧的践行者。

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