2010年5月27日

戴姆勒和比亚迪合资在中国开发电动汽车 Daimler, BYD In JV To Develop Electric Car For China Market

国汽车制造商戴姆勒公司(Daimler AG)与中国的比亚迪股份有限公司(BYD Co.)周四成立一家合资公司,将为中国市场开发一种全电动汽车,在新成立的公司中,双方各占一半股权。两家公司称,他们相信中国有潜力跨入全球最大的零排放汽车市场之列。

戴姆勒是豪华汽车品牌梅赛德斯-奔驰(Mercedes-Benz)的母公司,而比亚迪是中国电池及汽车制造业的领军企业之一。双方合资在中国南部工业城市深圳成立深圳比亚迪-戴姆勒新技术有限公司(Shenzhen BYD Daimler New Technology Co.),预计两家将总共投资6亿元人民币(8790万美元)作为注册资本。

比亚迪董事长王传福(Wang Chuanfu)与戴姆勒董事长蔡澈(Dieter Zetsche)周四在北京签约达成最终协议。蔡澈说,新成立的合资公司将充分利用中国广大的电动汽车潜在市场从而获利。

周四戴姆勒还说,该公司今年计划在华销售至少10万辆梅赛德斯-奔驰,至2015年,梅赛德斯-奔驰在华年销售量可能上升至30万辆。去年梅赛德斯-奔驰在华的销售量为6.7万辆。

戴姆勒还说计划投资约2亿欧元(约2.44亿美元)在北京设厂为在中国生产的汽车提供汽车引擎,以扩增该公司的在华业务。

北京戴姆勒公司发言人黑尔(Trevor Hale)在一封邮件中说,对戴姆勒而言,这是个具有历史意义的决定,因为这将是该公司第一次在德国之外生产赛德斯-奔驰汽车引擎。新的汽车引擎生产厂将由戴姆勒与其在华主要合作伙伴北京汽车工业控股有限责任公司(Beijing Automotive Industry Holdings Co.)合营。

据熟悉与比亚迪此次合作事宜的一位戴姆勒高管称,计划生产的电动汽车可能大体上采用比亚迪的e6型汽车的纯电动助推系统。e6是一种全电动电池汽车,比亚迪公司于今年初在深圳开始向出租车运营公司销售。

周四宣布的这款汽车将装备戴姆勒的汽车安全等技术。

最近,戴姆勒的工程师和设计师们在比亚迪深圳总部附近的一家宾馆驻扎,以便同比亚迪的工程师与设计师密切合作,制造出合资公司的第一部新品牌汽车。比亚迪部分股权为巴菲特(Warren Buffett)的中美能源控股公司(MidAmerican Energy Holdings Co.)持有。

熟悉合作情况的戴姆勒高管说,戴姆勒和比亚迪最早有可能于10月份在巴黎车展上展出这款合作开发汽车的样车。

中国国内对全电动汽车和其他高度电能化汽车(如插电式混动汽车)的热情日渐高涨,一个原因在于,人们相信中国政府将开始推出专门的刺激措施支持私人购买清洁能源汽车。

日本的日产汽车公司(Nissan Motor Co.)计划于12月在美国、欧洲和日本,于明年在中国推出一款名为"Leaf"(中文名"聆风")的全电动紧凑型汽车。该公司的高管说,他们预计中国政府将出台每部电动车最高六万元人民币的购车补贴措施。中国媒体曾报道说,政府可能不久就会推出约五万到六万元的购车补贴。

但是,就在比亚迪王传福等汽车业高管呼吁中国政府为私人购买全电动汽车提供补助的时候,中国政府的一些官员也曾指出一些人对补助消费者、提振电动车销量存在的保留意见。

中国主要经济规划机构国家发展和改革委员会的高级官员陈建国,去年在天津的一个论坛上说:"(政府内部)有人也提出,……能够买汽车的人相对比较富裕,政府是不是有必要给予补贴?"

但人们还是预料政府会出台某种政策,支持私人购买电动汽车,所以在未来几年,一些汽车生产商有可能在中国推出新的电动汽车,从而对比亚迪和戴姆勒构成竞争。

除了日产,日本的三菱汽车公司(Mitsubishi Motors Corp.)也计划于2012年以前在中国推出全电动汽车。日本丰田汽车公司(Toyota Motor Corp.)和美国通用汽车公司(General Motors Co.)准备很快在中国试销插电式混动汽车。

Norihiko Shirouzu

(更新完成)


Germany's Daimler AG (DAI, DAI.XE) and China's BYD Co. (1211.HK) set up a 50-50 joint venture Thursday to develop an all-electric car for the Chinese market, saying they believe China has the potential to be among the world's largest markets for zero-emission vehicles.

Daimler, owner of luxury-car brand Mercedes-Benz, and BYD, one of China's leading battery and auto makers, are expected to invest a total of 600 million yuan ($87.9 million) in the joint venture, Shenzhen BYD Daimler New Technology Co. The money is to be used as registered capital for the joint venture in the southern industrial city of Shenzhen.

BYD Chairman Wang Chuanfu and Daimler Chairman Dieter Zetsche signed a contract in Beijing Thursday to finalize the agreement. 'Our new joint venture is well positioned to make the most of the vast potential of electric mobility in China,' Mr. Zetsche said.

(This story and related background material will be available on The Wall Street Journal Web site, WSJ.com.)

Daimler also said Thursday that it is aiming to sell at least 100,000 Mercedes-Benz vehicles in China this year, up from the 67,000 it sold in 2009. By 2015, Mercedes-Benz sales in China are likely to increase to 300,000 vehicles a year, the company said.

To strengthen and expand its presence in China, the German company said it plans to invest about EUR200 million, or about $244 million, to build a plant in Beijing to produce engines, which will be used to power vehicles it produces in China.

'For Daimler, this is a historic decision because this will be the first time ever that we're going to produce engines for Mercedes-Benz cars outside of Germany,' Trevor Hale, a Beijing-based Daimler spokesman, said in an email message. The new engine plant will be jointly operated with Beijing Automotive Industry Holdings Co., Daimler's main joint-venture partner in China.

According to a Daimler executive familiar with the BYD collaboration, the planned car is likely to be loosely based on the pure-electric propulsion system used in BYD's e6, an all-electric battery car that the Chinese company began selling to taxi operators in Shenzhen earlier this year.

The car announced Thursday will be enhanced with Daimler's vehicle-safety and other technologies.

Daimler engineers and designers recently established a base at a hotel near BYD's headquarters in Shenzhen to work closely with their counterparts at the Chinese company, which is partially owned by Warren Buffett's MidAmerican Energy Holdings Co., in order to come up with the joint venture's first car for the new brand.

The Daimler executive familiar with the collaboration said Daimler and BYD might display a prototype of the jointly developed car as early as the Paris auto show in October.

One reason for the growing enthusiasm in China around all-electric cars and other heavily electrified vehicles, such as plug-in electric hybrids, is the belief that the Chinese government will start offering special incentives to support private buyers' adoption of clean-energy cars.

Executives at Japan's Nissan Motor Co. (NSANY, 7201.TO), which plans to launch an all-electric compact car called the Leaf in the U.S., Europe and Japan in December, and in China next year, say they expect the Chinese government to set purchase incentives of as much as CNY60,000 for electric cars. Chinese news reports have said incentives of about CNY50,000 to CNY60,000 are likely to be announced soon.

Still, even as auto executives such as BYD's Mr. Wang urge the Chinese government to subsidize private purchases of all-electric battery cars, some Chinese government officials have pointed to reservations about providing consumer incentives to spur electric-car sales.

'Why do we need to provide subsidies and rebates for wealthy private buyers who would be the first in line to buy electric cars? That's a question some of us in the government are asking,' said Chen Jianguo, a senior official at the National Development and Reform Commission, China's main economic-planning agency, at a conference in Tianjin last year.

Yet, in anticipation of some type of policy support for private electric-car purchases, some auto makers are likely to launch electric cars in China over the next few years, creating competition for BYD and Daimler.

In addition to Nissan, Mitsubishi Motors Corp. (MMTOY, 7211.TO) of Japan also plans to launch all-electric cars in China by 2012, while Toyota Motor Corp. (TM, 7203.TO) of Japan and General Motors Co. of the U.S. are gearing up to test-market plug-in hybrid electric cars in China soon.

Norihiko Shirouzu

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