四大动作,四种路径:中国汽车整合大幕拉开

第一财经
6 hours ago

一边是多桩资本交易密集落地,一边是行业利润率滑到3.6%。在这一大背景下,中国车企近期密集落地了一系列整合动作。  一汽入股零跑落定,南北丰田开始中方整合,深蓝与阿维塔在长安内部推进“中后台合一”,蔚来和吉利实现充换电资产交叉持股。四桩交易横跨央企、地方国企、民企与合资体系,且都没有新设合资公司,也没有合并品牌。  政策面上,工信部等九部门印发的《智能网联新能源汽车产业发展“十五五”规划》已明确,...

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