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德国汽车零部件供应商需在中国寻找新的合作伙伴

China tells German auto suppliers to find partners

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核心提示:德国三大汽车零部件供应商收到了来自中国的通知,他们无法继续独立地管理他们在中国的业务团队,需要与本地同行进行合作,汽车零部件制造商首席执行官欧科林格跟德国媒体如是说。
 爱德华·泰勒 塞缪尔·森 2014年8月25日

法兰克福/上海(路透社报道)- 德国三大汽车零部件供应商收到了来自中国的通知,他们无法继续独立地管理他们在中国的业务团队,需要与本地同行进行合作,汽车零部件制造商首席执行官欧科林格跟德国媒体如是说。
这样的决定,如果属实,将很好滴诠释了中国竞争监管机构-国家发展和改革委员会(NDRC)对外国汽车业采取的日益强硬的态度。
发改委最近开始研究外国汽车制造商,主要是由于收到了中国客户的投诉,称这些外国企业对中国客户收取过多的资费。
“中国政府告知一些(德国汽车)供应商说,他们不再允许自主经营其在中国子公司,而是未来作为一个合资企业在中国进行经营,”欧科林格的斯特凡·沃尔夫在斯图加特报的周一版上面这样说道。(更多资讯尽在中国进出口网)
沃尔夫说,他知道,有三家公司现在需要寻找中国合作伙伴,但没有明确说出它们的名字。他还说欧科林格汽车目前没有受到影响。
“如果发生这种情况,那将是对知识产权的攻击。该公司百分之五十将被带走 - 这是真真正正的掠夺,”沃尔夫如是说。
针对的这些企业往往有关键的技术专长,沃尔夫补充说,欧科林格已经将大量的技术诀窍转移给了其中国分公司。
“我相信这是中国企图弥补技术专长和创新的手段,”沃尔夫告诉媒体说。
外国汽车制造商如大众汽车和戴姆勒有责任中国的开班合资企业,但一些海外的零组件厂商并没有受到同样的要求。
这些公司已经扩大了其在中国这个全球最大的汽车市场经营,在汽车制造商削减研究和开发费用,尽量减少固定成本的同时,抓住了产业的价值链中更大的一部分可利用价值。
2012年,供应商们花费了37亿欧元(约合490亿美元)在研究和开发上面,相当于69%的全球汽车的研究和开发支出,按照咨询公司奥纬咨询的统计数据。
这样一来,他们的整体份额创造了汽车行业的价值预计将从2012年的77.3%上升至2025年的81.1%,据该公司研究表明。 (更多资讯尽在中国进出口网
中国上周就操纵价格惩罚了十几个日本零部件制造商,罚款打破了历史记录,为2.01亿美元,欧洲的汽车品牌包括大众、奥迪、宝马和奔驰都在争先恐后地降低新车和汽车零部件价格以安抚中国的监管机构中指责他们反竞争行为的一些官员。
本月初,中国欧盟商会表示了对最近一系列的反垄断调查的关切,称中国这个世界上最大的汽车市场在采用强硬的手段,似乎不分青红皂白地针对所有外国公司。
“通知公司却不进行调查、把律师召唤到听证会上或者告知各自政府或商会这些做法与最佳做法截然相反,”欧盟商会对时代周刊如是说。
中国投资银行中国国际金融有限公司在周一的一份报告说,中国政府拥有阻止外国投资的权利,在审批过程中更可能促使外国零部件制造商“自愿”寻求中国的合作伙伴关系,而不是使在短期内实现剧烈的政策变化。 (更多资讯尽在中国进出口网)

By Edward Taylor and Samuel Shen Aug. 25



FRANKFURT/SHANGHAI (Reuters) - Three German car parts suppliers have been told by China they can no longer manage their Chinese units independently but need to form partnerships with local peers, the chief executive of auto parts maker ElringKlinger told a German newspaper.

Such a decision, if substantiated, would fit with an increasingly tough stance adopted by China's competition regulator, the National Development and Reform Commission (NDRC), towards the foreign car industry.

It recently began to investigate foreign carmakers following complaints that they were overcharging Chinese customers. 
"The Chinese state has told several (German car) suppliers that they are no longer allowed to operate their Chinese subsidiaries on their own but only as part of a joint venture in the future," ElringKlinger's Stefan Wolf was quoted as saying in the Monday edition of Stuttgarter Zeitung.

Wolf said he knew of three companies that now needed to look for a Chinese partner, but did not name them. He said ElringKlinger had not been affected for now.

"If that were to happen, it would be an attack on intellectual property. Fifty percent of the company is being taken away -- this, effectively, is expropriation," Wolf said.

The companies targeted tend to have expertise in key technologies, Wolf told the paper, adding that ElringKlinger had already transferred a lot of know-how to its Chinese division.

"I believe this is an attempt to catch up on know-how and innovation," he told the paper.

Foreign automakers like Volkswagen and Daimler are obliged to form joint ventures in China, but several overseas component makers have not been subject to the same requirements.

Those companies have expanded their operations in China, the world's largest auto market, and grabbed a bigger part of the industry's value chain as car manufacturers cut back on research and development to keep down fixed costs.

In 2012, suppliers spent 37 billion euros ($49 billion) on research and development, equivalent to 69 percent of global automotive research and development spending, according to consulting firm Oliver Wyman. (More news please visit http://www.chinainout.com

As a result, their share of overall value creation in the automotive industry is expected to rise to 81.1 percent by 2025 from 77.3 pct in 2012, according to the firm.
China last week fined a dozen Japanese parts makers a record $201 million for manipulating prices, and European car brands including Volkswagen, Audi, BMW and Mercedes are scrambling to lower prices for new cars and spare parts to appease Chinese regulators who have accused some of them of anti-competitive behaviour.

Earlier this month, the European unio Chamber of Commerce in China expressed concern over a recent series of antitrust investigations, saying China, the world's largest car market, was using strong-arm tactics and appeared to be unfairly targeting foreign firms.

"Practices such as informing companies not to challenge the investigations, bring lawyers to hearings or involve their respective governments or chambers of commerce are contrary to best practices," it said at the time. (More news at  http://www.chinainout.com )

Chinese investment bank China International Capital Corp said in a report on Monday that the Chinese government, which has the power to block foreign investments, was more likely to urge foreign component makers to "voluntarily" seek Chinese partnership during the approval process, rather than make drastic policy changes in the short term.



 


 

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