继收购Jeep传闻之后,猪年伊始,长城汽车又爆出要收购捷豹路虎了,而且有媒体说魏建军这边已经跟印度塔塔汽车接触了。
无论是否真的有过接触,“车轱辘话”认为,这笔收购的难度不亚于当初想收购Jeep。钱不是问题,凡是能用钱搞掂的事都不是难事。
长城收购捷豹路虎,最大的“拦路虎”不是钱,是它!
早在2007年,当时还属于福特汽车的捷豹路虎待价而沽,那时候就传闻有中国的车企想收购,然而最终的结果是被名不见经传,至少中国消费者当时知之甚少的印度塔塔汽车收购了,收购价格23亿美元。
记得著名汽车分析师钟师当时就分析过,捷豹路虎之所以花落印度的塔塔汽车,除了价格合适外,还因为捷豹路虎本身就是英国品牌,印度与英国有较深的文化渊源,有这样的文化背景,在沟通上就不会很费力。
捷豹路虎也是命运多舛。
成立于1922年的捷豹,1989年被福特收购。而成立于1948年的路虎1994年被德国宝马收购,2000年又被福特收购。
在福特手上,捷豹路虎完成了“合体”。
塔塔汽车从福特手中买来捷豹路虎后,双方过了一段时间的幸福日子。从2010年到2017年,捷豹路虎在华每财年的平均利润都超过14亿美元。这期间,捷豹路虎也成了塔塔汽车的主要收入来源,其给塔塔汽车贡献的利润曾一度超过90%。
2018年,形势急转直下,这其中,中国市场的销量断崖式下滑是主要原因,而导致中国市场销量下滑的主要原因是因为购买路虎的主力军——煤老板之类的土豪暴发户们的日子也不好过了。
这正好应验了著名的“蝴蝶理论”,中国煤老板们的日子不好过了,导致印度塔塔汽车的巨额亏损。统计数据显示,2019年第三财季(2018年10月至12月)里,捷豹路虎营收80.6亿美元,亏损达到40.6亿美元。
受此影响,塔塔汽车创下了印度企业史上最大亏损。面对亏损,捷豹路虎宣布了融资10亿美元的计划。
曾经的香饽饽利润奶牛,十年时间变成了烫手山芋。反观被吉利收购的沃尔沃,销量突飞猛进,小日子过得风生水起。
同样风生水起的还有长城汽车。在捷豹路虎走下坡路的时候,长城汽车却高歌猛进。截止2018年底,哈弗SUV全球累计销量突破500万辆,成为中国首个500万俱乐部的专业SUV品牌。
此外,根据长城的规划,2023年前哈弗计划推出20款具备新四化领先科技的全球产品,新能源车型将超过60%。其中,作为旗舰的哈弗H6和F7,目标是进入全球10大SUV之列。在新能源车型中,哈弗混联式高压HEV产品将在2021年量产;2022年,哈弗氢动力SUV将在北京冬奥会上亮相。
长城的目标远不止于此,今年1月,长城汽车发布了哈弗5-2-1全球化战略——利用5年时间,实现单年销量200万,成为全球专业SUV第一品牌。
魏建军的梦想是让哈弗成为全球SUV第一品牌,实现这个梦想的最快途径是把原来的第一干掉或者直接买下,所以你会发现,从传闻的收购Jeep,到眼下盛传的收购捷豹路虎,只要能花钱买来,就比自己苦哈哈埋头苦干简单而且高效。
意犹未尽
吉利李书福曾经说过,未来传统车企只剩2~3家,马尔乔内也曾有过类似言论,他认为经过新一轮洗牌,全球或将只剩下数家车企。
减少车企数量的重要手段无疑是收购。
长城汽车高层透露,长城汽车正在接触塔塔汽车,洽谈收购捷豹路虎事宜。
如果仅仅是缺钱,对不差钱的中国车企来说收购起来相对容易,但除了钱以外,东西方文化的差异,尤其是对中国车企的认同非常关键,如果再往什么形态上扯的话,这收购起来的难度就更大了。
不是“车轱辘话”危言耸听,就像高端技术很少会卖给咱们一样,尽管捷豹和路虎的汽车技术早已不属于高端科技行列,但傲慢的英国人和英国品牌很难放下姿态“委身”中国车企,这点跟务实的北欧的沃尔沃还不一样。
可话又说回来了,如果长城真的成功收购捷豹路虎,不仅距离魏建军实现长城在SUV市场做到全球第一的梦想更近了一步,对捷豹路虎来说也是一个翻身的好机会。
有中国汽车市场做主场,捷豹路虎一切皆有可能。
原创文章,作者:cesifu,如若转载,请注明出处:http://www.cesifu.com/article/8639.html
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