Ukubheka emuva kwezinye zentuthuko ephawulekayo yezezimali zemboni yezimoto yango-2023
I-BorgWarner ihlela kabusha futhi i-Phinia iqala ukuvela ku-NYSE
Kungani kubalulekile? Amaketanga okuhlinzeka ngezimoto emkhakheni wezimoto aseqala ukuzivumelanisa noshintsho lwamandla - kanye nokwanda okukhulu kokufakwa kukagesi ezimakethe zezimoto - lokho okuzayo. Abahlinzeki - ikakhulukazi i-Tier 1s enkulu (njenge-BorgWarner) - bahlola ngokucophelela ukunikezwa kwemikhiqizo yabo kanye nezinyathelo zokukhiqiza. Abahlinzeki beSigaba 1 abafana no-BorgWarner bafuna ukubonakala bengaphambi kwejika kuma-EV - ngamakhasimende abo e-OEM - nanjengabalingane ababalulekile bobuchwepheshe bochungechunge lwe-EV olusazokwakhiwa ngokugcwele.
NgoZibandlela wezi-2022, i-BorgWarner yamemezela inhloso yayo yokuguqula amasistimu kaphethiloli namasegimenti emakethe yangemuva (kamuva eyaqanjwa ngokuthi i-Phinia), ngokuhambisana nesu layo Lokushaja Phambili. I-IPO yasePhinia yaqedwa ngomhlaka-3 Julayi, 2023.
I-BorgWarner iqedele i-spin-off ye-Phinia - amasistimu ayo kaphethiloli kanye nebhizinisi le-aftermarket - ngomhla ka-3 July, 2023. Ngemali yemakethe engu-$1.4 billion ngesikhathi sokubhala, i-Phinia inikeza imikhiqizo ehlukahlukene emakethe yezimoto. Isebenza ngokukhethekile ezinhlelweni zikaphethiloli, iziqalisi, ama-alternator kanye nokusatshalaliswa kwemakethe yangemuva namakhasimende ezimotweni zezentengiselwano, izimoto ezilula nezimakethe zokuphela kwemakethe. Ubuchwepheshe bukaPhinia bulele, ikakhulukazi, ekuthuthukiseni ukusebenza kahle kukaphethiloli kuphethiloli we-ICE othuthukisiwe kanye nezicelo zenjini kadizili.
I-BorgWarner ihlose ukwenza ngokukhethekile ibhizinisi le-EV, iqonde umgomo wama-25% wemali engenayo evela kuma-EV ngo-2025 njengengxenye yesu layo 'Lokukhokhisa Phambili'. I-BorgWarned ithi i-M&A egxile ku-EV ilandelela ngaphambi kwecebo ngokuthengwa okuhlanu inkampani ekwenzile ephaketheni lebhethri, i-e-motor, ama-electronics kagesi, nezikhala eziqondile zamanje zokushaja ngokushesha.
Ngo-Agasti sikhulume no-Neil Fryer, PHINIA VP kanye noMphathi-Jikelele - Aftermarket, ukuzwa ngezinyathelo ezilandelayo zika-Phinia: U-Phinia ubheke ikusasa ngemuva kokuphonswa kwe-BorgWarner
I-Hyundai Mobis ithole i-'Green Loan' yokuqala phesheya
Kungani kubalulekile: Lesi yimalimboleko yokuqala yakwaHyundai Mobis phesheya kwezilwandle. Nakuba abakwaHyundai Mobis bakhipha amabhondi aluhlaza ekhaya ngo-2021 ukuze bathuthukise amaphrojekthi alungele imvelo, lokhu kuphawula okokuqala ngqa besebenzisa indlela yeGreen Loan ekutshaleni imali kwebhizinisi elivumelana nemvelo phesheya. I-Green Loans ibhekisela ezindleleni zokuxhasa ngemali amabhizinisi alungele imvelo, njengezimoto zikagesi namandla avuselelekayo.
NgoNovemba, inkampani engaphansi kwezingxenye zakwaHyundai Group iHyundai Mobis yamemezela ukuthi isithole utshalomali luka-$940m ukuze kusungulwe isikhungo esisha sokufaka ugesi eNyakatho Melika, sixhumane nezikhungo zezezimali eziyisikhombisa zamazwe ngamazwe. Ngokwemininingwane egciniwe yamadili e-GlobalData, isiqinisekiso sesikweletu esivela ku-Korea Trade Insurance Corporation, i-ejensi yezikweletu ezithunyelwa ngaphandle, iqhubekisele phambili lokhu.
Le nkampani ithe izuze ngempumelelo uxhaso lwezimali olunenzalo ephansi, lwesikhathi eside (ngokuvuthwa kweminyaka eyishumi) oluqhutshwa amandla athembisayo okukhula kwemakethe yokufaka ugesi emhlabeni wonke.
U-Rivian uhlela umnikelo wamabhondi aluhlaza
Futhi uValeo waqeda eyodwa ngo-Okthoba
I-Sumitomo itshala imali ku-Nano One Materials Corp
Kungani kubalulekile: I-Cathode Active Materials (CAM) ingenye yezinto ezine ezibalulekile zamabhethri futhi zihlanganisa ingxenye ebiza kakhulu nebalulekile. I-Nano One inobuchwepheshe bokukhiqiza be-CAM obuhlukile, obubizwa nge-One-Pot Process. Lobu buchwepheshe - kuthiwa - kunciphisa inkimbinkimbi yenqubo, okuholela ezinyathelweni ezimbalwa zenqubo futhi yehlise i-CAPEX ne-OPEX uma kuqhathaniswa nobuchwepheshe bamanje. Ubuchwepheshe be-Nano One's One Pot buzovumela ukukhiqizwa kwe-CAM ngezindleko eziphansi nomthelela wemvelo kunobuchwepheshe bamanje, kusho. I-SMM ingathola inzuzo ebalulekile yokuncintisana endaweni ebalulekile ye-EV tech.
Ngo-Okthoba, i-Sumitomo Metal Mining Co., Ltd (SMM) yathi isifinyelele isivumelwano sokutshala izimali zamasu ku-Nano One Materials Corporation, inkampani yezobuchwepheshe enezinqubo ezinelungelo lobunikazi zokukhiqiza okusimeme kwe-lithium-ion battery cathode materials.
Lezi zinkampani ezimbili zizokwenza ngokubambisana ukuthuthukiswa kobuchwepheshe bokukhiqiza izinto ze-battery cathode zezimoto zikagesi (EVs), phakathi kweminye imisebenzi yokubambisana. Ngokusho kwesizindalwazi samadili we-GlobalData, inani okufanele litshalwe lingamadola aseCanada ayizigidi eziyi-16.9 (cishe amabhiliyoni ayi-1.9 we-JPY).
U-Infineon uthole ukufinyelela kwe-3db
Kungani kubalulekile: Lesi sinyathelo siqinisa iphothifoliyo yokuxhumana ye-Infineon endaweni yobuchwepheshe evelayo ebalulekile.
I-Infineon Technologies AG imemezele ukuthi isithole ukuqalisa okuzinze eZurich i-3db Access AG (3db), okuyingqalabutho kubuchwepheshe obuvikelekile obunamandla obuncane be-Ultra-Wideband (UWB) esivele ingumphakeli ezinkampanini ezinkulu zezimoto. I-Infineon ithola amaphesenti angu-100 wamasheya enkampani. Izinhlangothi zivumelene ngokuthi ngeke zidalule inani lomsebenzi.
Ngokusho kwesizindalwazi samadili we-GlobalData, ubuchwepheshe be-3db kubuchwepheshe be-Ultra-Wideband busheshisa umgwaqo we-Infineon's IoT ukuze kusetshenziswe amathuba emakethe emishini evikelekile, exhunyiwe. Amandla ahlanganisiwe azovumela ukukhishwa kwe-UWB ukubhekana nezinhlelo zokusebenza ezengeziwe ze-IoT zezimoto, zezimboni nezabathengi.
I-GM ithola inkampani ye-gigacasting
Kungani kubalulekile: I-GM isiziqalele eyayo i-push ukuze yenze izimoto zishibhile nangempumelelo ngesikhathi uTesla ejaha ukukhipha i-US$25,000 EV.
I-General Motors ithole i-Tooling & Equipment International (TEI) inkampani esiza i-Tesla nge-gigacasting, inqubo eyaphayona ngayo yokuphonsa izingxenye ezinkulu zomzimba zezimoto ngesiqeshana esisodwa. I-GM yayiphendukele ku-TEI ngonyaka ka-2021 ukuze ihlole futhi ikhiqize abalingisi abangaphansi kokunethezeka kwayo kwe-Cadillac Celestiq EV ka-$340,000 eyayizofakwa ezindlini zombukiso ngo-2024. Njengengxenye yalolo hlelo, i-GM yasayina ukuxhumana okuqinisekisiwe, okuhlala isikhathi eside futhi i-TEI yatshala imali emgqeni wokukhiqiza ozinikele we-Celestiq endaweni yayo e-Listivonia.
IVolkswagen ithatha ingxenye engu-5% kuXpeng
Kungani kubalulekile: Iqembu lakwa-VW linobukhona obubalulekile emakethe yezimoto ze-ICE evamile yaseChina ngama-JV ane-SAIC ne-FAW kodwa lizabalaze ukuhambisana nengxenye ye-EV ekhula ngokushesha. Izixhumanisi ezijulile kozakwethu bendawo ziyi-pivot yamasu.
Ngo-Agasti, iVolkswagen yathi izokhokha u-US$700m ngengxenye engu-5% yezimoto zikagesi (EV) zokuqalisa i-Xpeng futhi kuhlelwe ukuthi lezi zinkampani zombili zihlanganise ama-EV amabili azodayiswa njengezinhlobo zakwaVW eChina ngo-2026. Ubambiswano lwaseShayina luhlose ukwandisa ngokushesha uhla lomkhiqizo we-VW Group ngezinye izinhlobo ezithuthukiswe eShayina ezimakethe zaseChina. Imininingwane enembayo yokubambisana kuma-e-platforms esikhathi esizayo iyisihloko sezingxoxo ezengeziwe phakathi kozakwethu.
I-Stellantis yenza umfelandawonye neLeapmotor
Kungani kubalulekile: Kunezinzuzo ezinkulu ezingaba khona kokubili. ILeapmotor inethemba lokukhulisa ukusebenza kwayo ekhaya futhi iyivumele ukuthi ijoyine inani elikhulayo labakhiqizi bezimoto baseChina abanda phesheya kwezilwandle. I-Stellantis ifuna ukungena ku-Leapmotor "i-EV ecosystem ye-EV esungula izinto ezintsha, eyonga kakhulu" ukuze isize ukuhlangabezana nezinhloso zokufakwa kukagesi ngaphansi kohlelo lwayo oluyinhloko lwe-Dare Forward 2030.
UStellantis uthe uzotshala u-EUR1.5bn esibalweni esingu-20% esiqalisweni semoto yaseShayina esebenza ngamabhethri kagesi (BEV) iLeapmotor, nokubeka isisekelo sobudlelwano obusha obuklanyelwe ukuqinisa ukuthengiswa ezimakethe emhlabeni wonke, kuhlanganisa neChina. Lezi zinkampani ezimbili ziphinde zavumelana ngokusungula ibhizinisi elibizwa ngeLeapmotor International lapho iStellantis izoba nama-51% amasheya bese iLeapmotor izoba nama-49%. Leli bhizinisi elihlanganyelwe, elizoholwa yi-CEO eqokiwe yakwa-Stellantis, lizoba nesibopho esikhethekile sokuthumela nokusabalalisa imikhiqizo ye-Leapmotor phesheya kwezilwandle, okuhlanganisa ukukhiqizwa kwasekhaya okungenzeka kube khona, nokuthunyelwa kokuqala okuhlelelwe ingxenye yesibili yonyaka wezi-2024.
I-Saudi Public Investment Fund (PIF) inyusa inani le-Aston Martin
Kungani kubalulekile: Iqembu elizimele laseSaudi elisekelwa isikhwama i-Lucid Group lisayine isivumelwano nomkhiqizi wezimoto owubukhazikhazi waseBrithani ngoJuni ukusiza i-Aston Martin ikhiqize izimoto zikagesi ezisebenza kahle kakhulu (ama-EV) kusukela ngo-2025. Isivumelwano sizosungula ubambiswano lobuchwepheshe besikhathi eside oluzophakamisa isu le-Aston Martin lokufaka ugesi. Inani eliphakeme ku-Aston Martin liqinisa ubudlelwano. Isikhwama esizimele sase-Saudi Arabia i-PIF sihola imizamo ye-Riyadh yokuhlukanisa umnotho futhi yehlise ukuthembela ekuthunyelweni kukaphethiloli wamandulo.
NgoNovemba kwavela ukuthi iSaudi Arabia's Public Investment Fund (PIF) inyuse amasheya ayo - ngeLucid Motors - e-Aston Martin yafinyelela ku-20.5%.
Ngokwemininingwane egciniwe yamadili e-GlobalData, ukuba namasheya kwesikhwama kukhuphuke ngamaphesenti angu-2.6 ukusuka kumaphesenti angu-17.9 ngenxa yokubamba kweLucid Group, nokubeka i-PIF ngaphambi kukasihlalo weGeely nosomabhizinisi waseShayina uShufu Li ohlwini lwabanikazi bamasheya be-Aston Martin. Usihlalo we-Aston Martin u-Lawrence Stroll usengumnikazi wamasheya ophambili kumenzi wezimoto.
I-Mercedes-Benz ithola ingxenye ku-btv technologies GmbH
Kungani kubalulekile: Izikhundla ze-OEM zengozi ephansi yesikhathi esizayo ezingxenyeni ezibucayi ze-elekthronikhi. Ukujulisa ubudlelwano kuvula amathuba kubo bobabili ozakwethu. KwaMercedes-Benz kuyisinyathelo esengeziwe esu elizinzile le-semiconductor. Isivumelwano siphinde sinikeze ukukhula okusha namathuba ebhizinisi kubuchwepheshe be-btv.
Lokhu kuyaphawuleka ngesici sokunciphisa ubungozi be-supply chain. NgoNovemba, i-Mercedes-Benz AG ithe ithola ingxenye encane ku-btv technologies GmbH, uzakwethu wesevisi wezingxenye ze-elekthronikhi embonini yezimoto nezimpahla zabathengi, ngaleyo ndlela ikhulisa ukuphepha kokuhlinzekwa kwama-semiconductors.
I-Mercedes-Benz ibisebenza nobuchwepheshe be-btv kusukela ngo-2021 futhi manje ijulisa ukusebenzisana kwayo nozakwethu wezokuthutha, ethi isibeke amazinga amasha ngokusobala, ukushesha nokusebenza kahle kwezindleko “ngemodeli yayo” ekuphathweni kwe-supply chain esimweni sokushoda kwe-semiconductor yomhlaba wonke.
Imininingwane yesiteki sakwaMercedes ku-btv ayizange idalulwe.
I-VW izotshala imali kuma-Pon e-bikes ukuze iqashwe
Kungani kubalulekile: Isibonelo esithakazelisayo se-OEM etshala imali ukuze ihlanganise imisebenzi ngenhloso yokwandisa ukunikezwa kwayo kokunyakaza ezinkampanini - ngale kwezimoto namaveni.
NgoSepthemba, iVolkswagen Financial Services AG, inkampani engaphansi kweVolkswagen AG ezinze eJalimane, ithe ihlela ukutshala imali ku-Pon Holdings BV, uchwepheshe ozinze eNetherlands ekuqashiseni amabhayisikili.
I-VW FS izothola isamba esingamaphesenti angama-49 enkampanini engaphansi yokuqashisa ngamabhayisikili e-Pons Bike Mobility Services (BMS). I-Memorandum of Understanding (i-MoU) yalo mfelandawonye wamasu yasayinwa embukisweni we-IAA Mobility eMunich. Umgomo uwukukhulisa ndawonye ebhizinisini elikhulayo lokuqashisa amabhayisikili kanye ne-e-bike eYurophu nase-US.
Ukufakwa kwamasignali kwethu kunikwa amandla yi I-GlobalData's Thematic Engine, okumaka izigidi zezinto zedatha kwamanye amasethi edatha ayisithupha - amalungelo obunikazi, imisebenzi, amadili, ukufakwa kwenkampani, okukhulunyiwe kwenkundla yezokuxhumana nezindaba - kuzindikimba, imikhakha nezinkampani. Lezi zimpawu zithuthukisa amakhono ethu okuqagela, zisisiza ukuthi sihlonze izinsongo eziphazamisayo kakhulu kuwo wonke umkhakha esiwuhlanganisayo kanye nezinkampani ezibekwe kangcono kakhulu ukuphumelela.
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