recent, PSA Peugeot Citroen and General Motors alliance, the alliance structure consists of two pillars: one is sharing vehicle platforms, components and modules in 2016 will be published at least B-Class, D-Class, crossover and minivan The four platforms; the second is to jointly set up a global procurement joint venture company to purchase various types of finished products, parts and other products and services from suppliers, the combined purchasing power of the two sides can reach $125 billion.
But whether this alliance can solve the problems of the European automotive industry, including the GM 's European problems, remains to be seen. Standard & Poor's analysts believe: "The two companies still need to deal with the most difficult and costly challenges - overcapacity, at least in the early stages of cooperation, need to be resolved independently rather than through the alliance. Only the two sides and other European car companies Joint action, cross-political barriers to reduce production capacity, the entire industry can ultimately benefit and return to profitability." Some analysts believe: "Most of the automotive industry alliance will not last long. The formation of car companies and companies are antagonistic, car companies themselves also have contradictions ."
Premier Wen’s government work report this year requires “focusing on industries such as automobile, steel, shipbuilding, and cement, controlling increments, optimizing stocks, promoting mergers and acquisitions, and increasing industrial concentration and economies of scale.â€
The automotive industry has been working hard to optimize the industrial structure for decades. However, most of the restructuring effects are not good, and the effect of 1+1 is greater than two. It is often that strong companies swallow relatively weak enterprises, and the merged enterprises cannot get good. Development opportunities, internal contradictions. The recent outbreak of the Changhe Automobile is actually a lesson from the old merger and joint thinking.
The goal of the auto industry restructuring is still to “formulate 3-5 large auto enterprise groups with core competitiveness, and the top 10 enterprises have an industrial concentration of 90%â€. There is nothing new about this formulation. The old reorganization of the automobile industry, one can only eat small fish by the designated big fish, the so-called three big, and later evolved into four big four small to reorganize other companies, the four big four seems to play only fish Roles, other companies can only act as the role of being eaten; the second is the will of the chief executive, the arrogant, not considering the will of the enterprise; the third is mainly relying on administrative means, even asset allocation, regardless of economic laws, Does not consider the interests of the company, the local and the employees.
Although there is disagreement on the alliance between PSA and General Motors, this alliance is still worth learning from the domestic automotive industry. The two companies that are aligned do not have the problem of whoever eats them. According to the domestic statement, they are loosely united. But the core value of the alliance lies in shared platforms and joint procurement, with the aim of solving the losses of PSA and Opel . This approach does not touch the core interests of the enterprise, but also solves the actual problems, and will not cause much trouble in the future. For the union of Anhui automobile industry, Zuo Yanan proposed a way to share the platform, but because of the disagreement with the provincial leader “Daan Automobileâ€, he was persuaded to return home. After that, no one in the country dared to mention the sharing of the platform.
After the massaging of the Tonghua Steel Plant, the State Council and the General Administration issued documents requesting the reorganization of enterprises to seek the opinions of the workers' congress. They should consider the vital interests of the localities and enterprises, but they did not seem to receive sufficient attention. The Tonggang tragedy was almost in Changhe. Repeat itself. Ignoring the interests of all parties, ignoring the laws of science, and neglecting the laws of the economy, will inevitably stage similar tragedies, and the automobile industry will not become a car power because of the size of the pieces.
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