All Nissan articles – Page 3
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ArticleTravel blog: Big game in SA
There are a handful of countries in the world that remain relatively untouched when it comes to the new car market, with sales of used cars traditionally dominating. In South Africa, for example, sales of used cars outweigh those in the new car market by more than two to ...
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Unease in the East
Falling sales, electrification and mega mergers: Nick Gibbs provides an overview of the current automotive industry trends in China A fascinating year for China’s automotive industry has seen the world’s largest car market undergo a series of seismic shifts as it moves to a new level of maturity, bringing both ...
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A positive response
Daimler is embarking on a major corporate restructuring in the hope of improving its ability to face upcoming challenges in the automotive sector The restructuring currently underway at Daimler is due to be complete by 2020 and the plan centres on creating legally independent AG companies, Mercedes-Benz AG, Daimler Truck ...
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Juntando la piezas del rompecabezas
Ian Henry identifica seis temas principales en los traslados, fusiones y adquisiciones que se están produciendo en el sector de proveedores automotrices primariosHay seis cuestiones que caracterizan el sector del suministro automotriz actualmente: las fusiones y adquisiciones en curso, los retos financieros de la base de suministros, las contrataciones, la ...
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Van production boost at Renault plant
France - The Renault-Nissan-Mitsubishi Alliance has revealed new plans for the production of vans in the country. Specifically, €450m (US$393m) is being spent over the next five years to make the next-generation Renault Kangoo family at the Renault Maubeuge plant, where the Mercedes Citan van is currently built. The new ...
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Nissan makes X-Trail in St. Petersburg
Russia - The new Nissan X-Trail is now being produced at the company's St. Petersburg plant, joining the Qashqai and Murano. This follows on from a small rise in the brand's sales in the country from 9,049 to 10,134 units between August and September 2018. "We are very pleased to ...
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Set the controls
Expertise in plastic component manufacturing will be in ever greater demand during the emobility age. In preparation, global supplier Novares has taken on a new form Following a period of reorganisation and rebranding, the Mecaplast-Key Plastics group spent 2018 settling in to its new identity – Novares The chosen name ...
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拼接组合
Ian Henry 全球汽车主要供应商的动向、合并和转让中找出了6 个主题。 这6个主题代表了汽车业目前的主要特点：未来合并与收购，供应基地面临的财务挑战，产品系列重组与改组，新厂投资，电动车供应商新贵，贸易制度与关税变化（尤其是美国引起的）带来的多重挑战。在本文中，我们将依次讨论每个主题，网罗全球典型案例来解释每个论题，以及行业的应对措施。尽管每个领域的最终结果还不确定，但是我们非常肯定的是 — 还会出现更加深入的变化。 Fiat Chrysler认为，Magneti Marelli的销量足以支持公司未来的重组，以及电气化和无人驾驶汽车的开发 1. 并购进行时 — 近几年的速度已减缓 多年来，并购依然成为汽车供应业的一个常规特点，而且这个并购的持续趋势无人质疑。然而，大型并购交易的数量已经明显减少，尽管还有一个大型交易正在进行中 — 这就是菲亚特克莱斯勒（Fiat Chrysler）出售马瑞利（Magneti Marelli）。私营企业KKR是可能性最高的买家，有可能会合并马瑞利与日本康奈可（Calsonic Kansei），后者为KKR旗下公司。该交易价为60亿欧元（包括债务），而对马瑞利公司的安排早在Sergio Marchionne去世之前就得到菲亚特克莱斯勒董事会的批准。菲亚特克莱斯勒可以得到巨大的资金注入，完成后续的重组，并在未来的几年里转型电动车与无人驾驶汽车。此外，此次交易对汽车公司与供应商的合作模式也具有重要影响。 而康奈可在这种安排下，可以使日产（Nissan）释放资本，减轻从专属供应商处采购的义务，而这个供应商不一定是所有合约中最具竞争力的供应商。这个题目也可适合于菲亚特克莱斯勒，公司能够从全球供应商或地区专营公司处采购，而不用为自己经营一个公司而烦恼不已。康奈可与马瑞利的产品重叠部分非常少（合作会得到规模效应），因此KKR将获得新的产品市场，并且加强在汽车市场中的影响力，其范围超过菲亚特克莱斯勒。在马瑞利内部，真正的胜利是汽车照明（Automotive Lighting）公司，这是全球五大供应商之一，与史丹利（Stanley）、京东（Koito）、海拉（Hella）和法雷奥（Valeo）齐名。公司在欧洲占据近30%的市场份额，与海拉和法雷奥相当。 尽管在照明方面极具实力，但是马瑞利与康奈可也无法抵制住整个行业面临的挑战。 面临利润警告是当前很多供应商共同的特点，甚至是没有提到的供应商也是如此，因为利润空间比理想少很多。此举推动了合并的深入发展，而且日本电气供应商Pioneer公司也声称，想要与康奈可和KKR合并组件合资公司。最近的并购案件还有： 日本瑞萨科技公司（Renesas Electronics）正在考虑收购美国供应商集成设备技术公司（Integrated Device Technology），因为瑞萨公司试图加强无人驾驶汽车芯片制造能力和技术。据称，该交易价值60亿美元，与马瑞利收购案相当，充分说明了市场转变的特点，以及新技术公司价值高于成熟产品公司的特点。 德国座椅组件供应商格拉默（Grammer）公司以2.71亿美元的价格收购而托雷多模具公司（Toledo Molding and Die）。之后格拉默在美国的10家工厂及墨西哥的1加工厂销售额达到3亿美元。TMD制造车门面板、车柱、车套箱及中控零部件，这些都加到格拉默座椅组件阵容中，拓宽了客户终端道路。 台湾国巨（Yageo）公司5月份宣布，要以7.4亿美元的价格收购Pulse Electronics公司，提高国巨在汽车电器领域中的影响力，尤其是无人驾驶汽车。 2. 财务挑战 正如上面提到的，知名汽车组件供应商通常不会生成很大的利润。这是因为汽车市场本身对商品市场的价格压力很大，而且供应商投资新技术要承受相应的成本压力。 Continental计划独立动力传动公司，积极应对汽车业出现的变化 这种压力的产生的结果之一就是时不时地出现盈利警报，其影响非常残忍且令人措手不及。举例来说，当Continental公司在2017年8月公布第二次盈利警报的时候，公司的股价在两天内就下跌17%。ZF也爆出令人失望的财务业绩。公司上个季度的收益下滑道10.6亿欧元（一年前是12亿欧元）。公司认为收益下降的原因是原材料价格上涨、汇率动荡，以及研发成本增长。 据 Automotive News Europe 报道，Continental公司面临的压力在业内也有所反应，全球的一级供应商的股价5年市盈率的折让幅度在20%至30%之间，这种折让可以吸引注入KKR这样的买家。因此他们对马瑞利表示感兴趣，其他供应商也是如此。 ……有些成功也是如此 不是所有的公司都面临这样的财务挑战，有些公司已经提前预测到技术及市场变化，因此结果是积极的。举例来说，麦格纳（Magna）公司称，2018年第一季度净收入达到6.6亿美元，同比上涨21%，尽管这种增长来自合约汽车而生产（为梅赛德斯、奔驰和捷豹路虎生产）。 但公司的车镜及电子组件业务的销量和利润也出现了强势增长。公司也发出预警，认为NAFTa协议和关税会带来不测。 ...
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Piecing it all together
Ian Henry identifies six themes from the moves, mergers and makeovers underway in the global automotive tier supply sector Six themes characterise the automotive supply sector at present, namely: ongoing M&A, the financial challenges faced by the supply base, restructuring and realignment of product portfolios, investment in new facilities, the ...
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Referência de divisão
Mike Farish visita a Williams Advanced Engineering para ver como a empresa oferece uma tomada F1 diferenciada em uma plataforma inovadora de veículo elétrico Uma das implicações do crescimento do mercado de veículos elétricos é a oportunidade que ele oferece para os recém-chegados possivelmente se tornarem grandes nomes da indústria ...
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Alpine chega a novas alturas
Uma das renovações de plantas mais interessantes nos últimos 12 meses foi a revisão da fábrica da Renault em Dieppe, que agora constrói o carro esportivo A110. Relata Nick GibbsEsta é a casa da Alpine, a marca esportiva revisada que a Renault pode ou não expandir para se tornar uma ...
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Gestamp opens two new facilities
Spain - The company has opened a new plant in Matsusaka - it's first in Japan. Costing around €40m (US$46m), the facility will be used to make body-in-white components using hot stamping, and will initially supply Honda. "Gestamp’s strategy is always to accompany our customers and we are proud to ...
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Referencia en la parrilla
Mike Farish visita Williams Advanced Engineering para ver cómo la compañía brinda un distintivo enfoque a la F1 sobre una innovadora plataforma de vehículo eléctrico. Una de las implicaciones del crecimiento del mercado de vehículos eléctricos es la oportunidad para que nuevos jugadores se conviertan en estrellas de la industria ...
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El resurgir de Alpine
La planta de Renault en Dieppe vive el resurgir mas interesante de una planta en los últimos 12 meses con la producción del nuevo deportivo A110. Informe de Nick GibbsEste es el hogar de Alpine, la resucitada marca deportiva de Renault que podría llegar a convertirse en una marca de ...
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Alpine scales new heights
One of the most interesting plant revivals in the last 12 months has been Renault’s overhaul of its factory in Dieppe, which now builds the A110 sports car. Nick Gibbs reportsThis is the home of Alpine, the revived sporting brand that Renault may or may not expand to become a ...
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Grid reference
Mike Farish visits Williams Advanced Engineering to see how the company delivers a distinctive F1 take on an innovative electric vehicle platformOne of the implications of the growth of the market for electric vehicles is the opportunity it provides for newcomers possibly to become major players in the automotive industry ...
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GAC Mitsubishi makes engines
China - The company has started making its 4B4 and 4J1 engines at a new plant in Changsha, Hunan. These were previously imported from Japan before being dropped into the Mitsubishi Eclipse Cross SUV and the Outlander SUV. The engine plant has an annual production capacity of 200,000 units, and ...
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Não desperdice…
Karen McCandless reporta sobre projetos de reciclagem de fabricantes de veículos, desde garrafas de plástico até baterias de veículos elétricos Conforme os números de produção de veículos continuam a aumentar, de 11,9 milhões em 2013 para 17 milhões em 2017, os esforços de gerenciamento de resíduos da indústria automotiva continuam ...
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Prohibido malgastar
Karen McCandless nos informa sobre los proyectos de reciclaje de los constructores automotrices, desde botellas de plástico a baterías de vehículos eléctricos La producción de vehículos sigue en aumento, de los 11.9 millones de 2013 a 17 millones en 2017, estos datos obligan al sector a seguir aumentando sus esfuerzos ...
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Food for thought in Paris
So many big names were absent from this year’s Paris motor show that the long-term future of these events must soon be called into question. Nissan, Volvo, Opel, Ford and Fiat in particular were notable no-shows. Audi and Skoda had a presence, but the Volkswagen brand was perhaps the biggest ...
