Ukujonga ngasemva kwezinye ze-2023 eziphawulekayo zophuhliso lwezemali zecandelo lezemoto
Uhlengahlengiso lwe-BorgWarner kunye ne-Phinia debuts kwi-NYSE
Kutheni ibalulekile nje? Amatyathanga obonelelo kwicandelo leemoto aqala ukulungelelanisa utshintsho lwamandla - kunye nokunyuka okukhulu kokufakelwa kombane kwiimarike zezithuthi - oko kuza. Ababoneleli - ngakumbi i-Tier 1s enkulu (efana ne-BorgWarner) - bavavanya ngokunzulu ukunikezelwa kweemveliso zabo kunye neendlela zokuvelisa. Ababoneleli be-Tier 1 abanjengoBorgWarner bafuna ukubonwa bephambi kwegophe kwii-EVs - ngabathengi babo be-OEM - kwaye njengamaqabane aphambili etekhnoloji kwixesha elizayo eliza kuqulunqwa ngokupheleleyo kwikhonkco lokubonelela nge-EV.
NgoDisemba ka-2022, iBorgWarner yabhengeza injongo yayo yokuguqula iinkqubo zamafutha kunye namacandelo e-aftermarket (kamva eyathiywa ngokuba yiPhinia), ngokuhambelana nesicwangciso sayo sokuTshaja Phambili. I-IPO yasePhinia yagqitywa nge-3 kaJulayi, 2023.
I-BorgWarner yagqiba i-spin-off ye-Phinia - iinkqubo zayo ze-fuel kunye ne-aftermarket business-ngomhla we-3 kaJulayi, i-2023. Nge-capitalisation ye-marketization ye-1.4 yeebhiliyoni zeedola ngexesha lokubhala, i-Phinia inikezela ngeemveliso ezahlukeneyo kwiimarike zemoto. Isebenza ngokukhethekileyo kwiinkqubo zamafutha, iziqalisi, ii-alternators kunye nokuhanjiswa kwe-aftermarket kunye nabathengi kwisithuthi sorhwebo, isithuthi esilula kunye neemarike zokugqibela ze-aftermarket. Ubuchwephesha bePhinia bubeka, ngakumbi, ekwandiseni ukusebenza kakuhle kwamafutha kwi-ICE yepetroli ekwinqanaba eliphezulu kunye nosetyenziso lwenjini yedizili.
I-BorgWarner ijonge ukugxila kwishishini le-EV, ijolise kwinjongo ye-25% yengeniso evela kwii-EVs ngo-2025 njengenxalenye yesicwangciso sayo 'sokuTyala Phambili'. UBorgWarned uthi i-M&A egxile kwi-EV ilandela umkhondo ngaphambi kwesicwangciso ngokufunyanwa kwezinto ezintlanu yinkampani ekwenzileyo kwibhetri yepakethe, i-e-motor, i-elektroniki yamandla, kunye neendawo zokutshaja ezikhawulezayo ngoku.
Ngo-Agasti sincokole noNeil Fryer, PHINIA VP kunye noMphathi Jikelele – Aftermarket, ukuva ngamanyathelo alandelayo kaPhinia: UPhinia ujonge kwikamva emva kweBorgWarner spin-off
I-Hyundai Mobis ifumana i'Green Loan' yokuqala phesheya
Kutheni kubalulekile nje: Le yiMali-mboleko yokuqala yakwaHyundai Mobis phesheya kolwandle. Ngelixa abakwaHyundai Mobis bakhuphe iibhondi eziluhlaza ekhaya ngo-2021 ukuqhubela phambili iiprojekthi ezilungele indalo, esi sisihlandlo sokuqala besebenzisa indlela yeMali-mboleko yoHlaza kutyalo-mali lwamashishini aphesheya oluhambelana nokusingqongileyo. I-Green Loans ibhekisela kwiindlela zenkxaso-mali kumashishini alungele i-eco-friendly, njengezithuthi zombane kunye namandla avuselelekayo.
NgoNovemba, icandelo leenxalenye zeHyundai Group iHyundai Mobis yabhengeza ukuba ifumene utyalo-mali lwezigidi ezingama-940 zeedola ukuseka indawo entsha yokufakelwa kombane eMntla Melika, inxibelelana namaziko emali asixhenxe kumazwe ngamazwe. Ngokwe-GlobalData's deals database, isiqinisekiso setyala esivela kwi-Korea Trade Insurance Corporation, i-arhente yekhredithi yokuthumela ngaphandle, iqhubele phambili oku.
Inkampani ithe ifezekise ngempumelelo inzala ephantsi, inkxaso-mali yexesha elide (ngokuvuthwa kweminyaka elishumi) eqhutywa kukukhula okuthembisayo kwemarike yokufakelwa kombane yehlabathi.
I-Rivian icwangcisa umnikelo weebhondi eziluhlaza
Kwaye uValeo wagqiba enye ngo-Oktobha
ISumitomo ityala imali kwiNano One Materials Corp
Kutheni kubalulekile: I-Cathode Active Materials (CAM) yenye yezinto ezine eziphambili zeebhetri kwaye zibandakanya eyona nto ibiza kakhulu kwaye ibalulekileyo. I-Nano One inetekhnoloji yokuvelisa i-CAM ekhethekileyo, ebizwa ngokuba yiNkqubo yePot enye. Le teknoloji - ibango - inciphisa ubunzima benkqubo, okukhokelela kumanyathelo ambalwa enkqubo kunye ne-CAPEX ephantsi kunye ne-OPEX xa kuthelekiswa nobuchwepheshe bangoku. I-teknoloji ye-Nano One's One Pot iya kwenza ukuveliswa kwe-CAM ngexabiso eliphantsi kunye neempembelelo zokusingqongileyo kuneteknoloji yangoku, kuthiwa. I-SMM inokufumana inzuzo ebalulekileyo yokhuphiswano kwindawo ephambili ye-EV tech.
Ngo-Oktobha, i-Sumitomo Metal Mining Co., Ltd (SMM) ithe ifikelele kwisivumelwano sokwenza utyalo-mali olucwangcisiweyo kwi-Nano One Materials Corporation, inkampani yezobuchwepheshe kunye neenkqubo ezinelungelo lobunikazi bemveliso ezinzileyo ye-lithium-ion battery cathode materials.
Ezi nkampani zimbini ziza kwenza uphuhliso oludibeneyo lwethekhnoloji yokuvelisa izixhobo zecathode yebhetri yezithuthi zombane (EVs), phakathi kweminye imisebenzi yentsebenziswano. Ngokwe-GlobalData's deals database, imali ekufuneka ityalwe yi-16.9 yezigidi zeedola zaseCanada (malunga ne-1.9 yezigidigidi zeJPY).
U-Infineon ufumene i-3db Access
Kutheni kubalulekile: Intshukumo yomeleza ipotifoliyo yoqhagamshelo lwe-Infineon kwindawo ephambili evelayo yetekhnoloji.
I-Infineon Technologies AG ibhengeze ukuba ifumene iZurich-based startup 3db Access AG (3db), uvulindlela kumandla asezantsi e-Ultra-Wideband (UWB) ubuchwepheshe obusele bungumnikezeli kwiimpawu ezinkulu zeemoto. I-Infineon ifumana i-100 lepesenti yezabelo zenkampani. Amaqela avumile ukuba angavezi isixa-mali sentengiselwano.
Ngokwesiseko sedatha ye-GlobalData, ubuchwephesha be-3db kwitekhnoloji ye-Ultra-Wideband ikhawulezisa imephu yendlela ye-Infineon ye-IoT ukuze kuxhaswe amathuba entengiso yezixhobo ezikhuselekileyo, eziqhagamshelweyo. Amandla adityanisiweyo aya kwenza ukuba i-UWB ikhutshwe ukuze ijongane nezicelo ezongezelelweyo zeemoto, zoshishino kunye nabathengi be-IoT.
I-GM ifumana inkampani yegigacasting
Kutheni kubalulekile: I-GM ixhume-iqalise i-push yayo ukwenza iimoto zingabizi kwaye zisebenze ngokufanelekileyo ngexesha apho uTesla ebaleka ukukhupha i-US $ 25,000 EV.
I-General Motors yafumana i-Tooling & Equipment International (TEI) inkampani eyanceda uTesla nge-gigacasting, inkqubo eyaba nguvulindlela ukuphosa amalungu amakhulu omzimba kwiimoto kwisiqwenga esinye. I-GM yayiguqukele kwi-TEI malunga ne-2021 ukuvavanya kunye nokuvelisa i-underbody castings kwi-luxury yayo ye-$ 340,000 ye-Cadillac Celestiq EV ngenxa yamagumbi omboniso ngo-2024. Njengenxalenye yaloo nkqubo, i-GM yatyikitya uqhagamshelwano oluqinisekisiweyo, ixesha elide kunye ne-TEI ityale imali kumgca omtsha wemveliso ozinikeleyo we-Celestiq kwisiseko sayo e-Listivonia.
IVolkswagen ithatha i-5% yesabelo kwi-Xpeng
Kutheni kubalulekile: Iqela le-VW linobukho obubonakalayo kwimarike yezithuthi ze-ICE yesiqhelo yaseTshayina ngee-JVs ezine-SAIC kunye ne-FAW kodwa izabalazele ukuhambisana necandelo le-EV elikhula ngokukhawuleza. Amakhonkco anzulu kumahlakani asekuhlaleni yi-pivot yobuchule.
Ngo-Agasti, iVolkswagen ithe izakuhlawula i-US$700m kwi-5% yesabelo kwisithuthi sombane (EV) sokuqalisa i-Xpengng kwaye kucwangciswe ukuba iinkampani zombini ziya kuphuhlisa ngokudibeneyo ii-EV ezimbini eziza kuthengiswa njengemodeli ye-VW e-China ngo-2026. Intsebenziswano eTshayina ijolise ekwandiseni ngokukhawuleza uluhlu lwemveliso yeQela le-VW kunye nemifuziselo eyongezelelekileyo ephuhliswe e-China kulungiselelwa urhwebo lwaseTshayina. Iinkcukacha ezichanekileyo zentsebenziswano kwii-platforms zexesha elizayo zingumxholo wothethwano oluqhubekayo phakathi kwamaqabane.
I-Stellantis inki isebenzisana neLeapmotor
Kutheni kubalulekile: Kukho iingenelo ezinkulu ezinokubakho kuzo zombini. I-Leapmotor inethemba lokukhulisa imisebenzi yayo ekhaya kwaye iyivumele ukuba ijoyine inani elikhulayo labenzi beemoto baseTshayina abanda phesheya. I-Stellantis ifuna ukungena kwi-Leapmotor “inguqulelo ephezulu, neyonga imali ye-EV ecosystem” ukunceda ukuhlangabezana nokujoliswe kuko kofakelo lombane phantsi kwenkqubo yayo engundoqo ye-Dare Forward 2030.
UStellantis uthe uza kutyala imali ye-EUR1.5bn kwisabelo esingama-20% kwinqwelo yombane yebhetri yaseTshayina (BEV) yokuqalisa iLeapmotor, ibeka isiseko sobuhlakani obutsha obuyilelwe ukomeleza ukuthengisa kwiimarike kwihlabathi liphela, kubandakanya neTshayina. Ezi nkampani zimbini zikwavumile ukuseka intsebenziswano ebizwa ngokuba yiLeapmotor International apho iStellantis iza kubamba ama-51% ezabelo ze iLeapmotor ibambe i-49% eseleyo. Eli linge lidibeneyo, liza kukhokelwa yi-CEO eqeshwe yi-Stellantis, iya kuba noxanduva olukhethekileyo lokuthumela kunye nokusasazwa kweemveliso ze-Leapmotor phesheya kolwandle, kubandakanywa nemveliso yasekhaya enokwenzeka, kunye nokuthunyelwa kokuqala kucwangciselwe isiqingatha sesibini sowama-2024.
INgxowa-mali yoTyalo-mali loLuntu yaseSaudi (i-PIF) inyusa izabelo kwi-Aston Martin
Kutheni kubalulekile: I-Saudi sovereign fund-backed Lucid Group isayine isivumelwano kunye ne-British carmaker ye-luxury ngoJuni ukunceda u-Aston Martin ukuvelisa izithuthi zombane ezisebenza kakhulu (EVs) ukusuka kwi-2025. Isibonda esiphezulu kwi-Aston Martin siqinisa ubudlelwane. Ingxowa-mali ezimeleyo yaseSaudi Arabia i-PIF ikhokela iinzame ze-Riyadh zokuguqula uqoqosho kunye nokunciphisa ukuthembela ekuthunyelweni kwamafutha efosili.
NgoNovemba kuye kwavela ukuba iSaudi Arabia's Public Investment Fund (PIF) inyuse izabelo zayo – ngeLucid Motors – eAston Martin ukuya kuma-20.5 ekhulwini.
Ngokwe-GlobalData's deals database, izabelo zengxowa-mali zinyuke ngepesenti ze-2.6 ukusuka kwi-17.9 yeepesenti ngokubamba kweLucid Group, ibeka i-PIF phambi kukasihlalo we-Geely kunye nosomashishini waseTshayina uShufu Li kuluhlu lwabaninizabelo base-Aston Martin. Usihlalo we-Aston Martin uLawrence Stroll uhlala engoyena mnini sabelo uphezulu kumenzi weemoto.
I-Mercedes-Benz ifumana i-stake kwi-btv technologies GmbH
Kutheni kubalulekile: Izikhundla ze-OEM zomngcipheko ophantsi kwixesha elizayo kwiindawo ezibalulekileyo ze-elektroniki. Ukuqinisa intsebenziswano kuvula amathuba kuwo omabini amaqabane. Kwi-Mercedes-Benz linyathelo elongezelelweyo kwiqhinga layo le-semiconductor elizinzileyo. Isivumelwano sikwabonelela ngokukhula okutsha kunye namathuba oshishino kwi-btv technologies.
Lo uphawuleka kwinto yokunciphisa umngcipheko wekhonkco lonikezelo. NgoNovemba, uMercedes-Benz AG uthe ufumana i-stake encinci kwi-btv technologies GmbH, iqabane lenkonzo yamacandelo e-elektroniki kwimizi-mveliso yeemoto kunye nempahla yabathengi, ngaloo ndlela inyusa ukhuseleko lokunikezelwa kwee-semiconductors.
I-Mercedes-Benz isebenze kunye nobuchwepheshe be-btv ukususela ngo-2021 kwaye ngoku yenza nzulu intsebenziswano kunye neqabane lezothutho, ethi ibeke imigangatho emitsha malunga nokungafihli, ukukhawuleza kunye nokusebenza kakuhle kweendleko kunye "nemodeli ye-tak" kulawulo lwekhonkco lokubonelela kwimeko yokunqongophala kwe-semiconductor yehlabathi.
Iinkcukacha ze-Mercedes stake kwi-btv azichazwanga.
I-VW izotyala imali kwi-Pon e-bikes ukuze iqeshise
Kutheni kubalulekile: Umzekelo onomdla wotyalo-mali lwe-OEM ukwenza imisebenzi yedovetail ngenjongo yokwandisa ukuhanjiswa kwayo kwiinqwelo-moya-ngaphaya kweemoto kunye neeveni.
NgoSeptemba, iVolkswagen Financial Services AG, i-subsidiary esekelwe eJamani yeVolkswagen AG, ithe iceba ukutyala imali kwi-Pon Holdings BV, ingcali esekelwe eNetherlands ekuqeshweni kweebhayisikile.
I-VW FS iya kufumana i-49 yepesenti yesabelo kwi-Pons ibhayisekile yokuqeshisa i-subsidiary ye-Bike Mobility Services (BMS). IMemorandam yokuQonda (i-MoU) yolu manyano icwangcisiweyo yasayinwa kumboniso we-IAA wokuHamba eMunich. Injongo kukwandisa kunye kwishishini elikhulayo lokuqeshisa ibhayisekile kunye ne-e-bike eYurophu nase-US.
Ugutyulo lweempawu zethu luqhutywa yi I-GlobalData ye-Thematic Engine, ebonisa izigidi zezinto zedatha kwiidatha ezintandathu ezizezinye - amalungelo abenzi, imisebenzi, izivumelwano, iifayile zenkampani, ukukhankanywa kweendaba zoluntu kunye neendaba - kwimixholo, amacandelo kunye neenkampani. Le miqondiso ikhulisa amandla ethu okuqikelela, isinceda ukuba sichonge ezona zoyikiso ziphazamisayo kwicandelo ngalinye esiligubungelayo kunye neenkampani ezibekwe ngcono ukuba ziphumelele.
Umthombo ovela Ngokuzenzekelayo nje
Ukuziphendulela: Ulwazi olubekwe ngasentla lunikezelwa ngu-just-auto.com ngaphandle kwe-Chovm.com. I-Chovm.com ayenzi lumelo kunye neziqinisekiso malunga nomgangatho kunye nokuthembeka komthengisi kunye neemveliso.
