美驰控股股东批准与道威斯集团合并案 交易拟于2025年四季度完成

华尔街洞察
Jul 16

美驰控股(American Axle & Mfg)股东已正式批准与英国道威斯集团(Dowlais Group)的合并提案。在日前举行的特别股东会议上,所有涉及此次并购的议案均获全票通过。此次强强联合将塑造全球传动系统与金属成型领域的龙头企业,显著提升企业应对行业变革的竞争力。

根据公告,该交易预计将于2025年第四季度收官,目前尚需获得道威斯集团股东批准及满足常规监管条件。合并后的新实体年营业收入预计突破120亿美元,交易规模未披露。此次战略整合旨在通过技术协同与资源互补,构建覆盖全产业链的解决方案供应商,为应对汽车行业电动化转型提供更完备的供应链保障。

市场分析指出,两大技术巨头的融合将重塑传动系统市场格局。美驰控股在传统传动轴领域的制造优势,与道威斯集团在轻量化金属构件方面的专利技术形成互补,有望在新能源汽车零部件市场获得突破性进展。财务模型显示,合并后企业可通过供应链整合实现年均约3.5亿美元的成本协同效应。

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