It is reported that Mercedes-Benz Technology Group (MBtech? Group), once a wholly-owned subsidiary of Daimler Group, has been providing technical support to many automobile OEMs and suppliers including Mercedes-Benz. Is an automobile engineering technology company established in 1995.
In 20 15, BAIC and MBtech*** jointly invested to establish BAIC deben joint venture technology co., ltd, in which BAIC holds 5 1% of the shares of the joint venture company and MBtech holds 49%. Headquartered in Shunyi, Beijing, it provides high-end car platforms and models for BAIC. BAIC hopes to improve the development ability of passenger car products and core auto parts, improve product quality and core competitiveness, so as to open the road of independent transformation of BAIC.
With the news of the changes in equity incident of BAIC Deben being exposed by the media, many people in the industry have speculated that the final result of this incident will lead to BAIC no longer enjoying the "blood transfusion" of Mercedes-Benz technology, and the "upward" momentum of BAIC brand will be hindered.
1June 17, BAIC issued the Statement on the Relevant Situation of BAIC Deben, which pointed out that the change of ownership structure of BAIC Deben will not affect the long-term partnership between BAIC Group and Daimler, nor will it affect the technical cooperation between BAIC Group and BAIC and Daimler. At the same time, Daimler also said that MBtech is no longer a subsidiary of Daimler, and its related activities have nothing to do with Daimler and Mercedes-Benz.
As we all know, thanks to the technology of Mercedes-Benz, the road of independent transformation of BAIC has also been accelerated. In June last year, 10, BAIC new energy and BAIC's independent traditional fuel plate were merged into one, and BAIC's independent high-end brand BAIC was launched. Mercedes-Benz technology has also been applied to this high-end independent brand.
Like Beijing? The X7 model adopts the front and rear axle technology of the V2 12 platform of Mercedes-Benz's previous generation E-Class sedan. According to BAIC's statement, the technical cooperation between BAIC and Daimler will continue, and the development of this independent high-end brand will continue.
So, since changes in equity of BAIC Deben will not affect the cooperation between BAIC and Mercedes-Benz, what is the significance and purpose of this move? It is reported that BAIC hopes to further deepen its cooperation with Daimler.
In March last year, Daimler asked Goldman Sachs to help it explore increasing its stake in Beijing Benz. In several schemes explored by Daimler to strengthen the controlling stake in Beijing Benz, it is hoped that the shareholding ratio will be increased to 75%. Of course, the plan was opposed by BAIC Group.
In my opinion, Daimler wants to increase the share ratio of Beijing Benz, on the one hand, because of the gradual opening of the policy, on the other hand, because of the high profits of Beijing Benz.
Beijing Automotive's 20 19 performance report shows that Beijing Benz's total operating income was 20155154 million yuan, up1.04% year-on-year; Gross profit was 42.2./kloc-0.5 billion yuan, up 4./kloc-0.8% year-on-year. The total operating income of Beijing brand was 65.438+09.607 billion yuan, a year-on-year increase of 654.38+07.87%; Gross profit was-4.728 billion yuan, and the loss scale increased by 34.47% compared with the same period of 2065438+2008. There is no doubt that Beijing Benz is the main profit source of BAIC.
On the policy level, China auto market announced on 20 18 that it would gradually open up and gradually cancel the foreign share ratio system. This means that German car companies including Mercedes-Benz will no longer be bound by joint ventures in China. Faced with the gradual liberalization of policies and the high profits of Beijing Benz, it is not surprising that Daimler wants to increase its shareholding in Beijing Benz.
Write at the end:
According to the official statement, the cooperative relationship between Daimler and BAIC has not changed, which is undoubtedly a good thing for BAIC that wants to develop its own high-end brand. However, with the gradual opening of the foreign share ratio system in China automobile market, Daimler's attempts to improve the share ratio of Beijing Benz will be more frequent. From this point of view, if BAIC wants to maintain healthy development in the future, it is by no means a long-term solution to rely solely on the profit of Beijing Benz. How to better develop BAIC's own brand, turn losses into profits and realize self-hematopoiesis is a problem that BAIC needs to seriously consider at present.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.