工程機械緣何進入整合期
http://www.kadhoai.com.cn 2026-04-08 00:35:39 來源:中國工業報
我wo國guo工gong程cheng機ji械xie行xing業ye將jiang迎ying來lai整zheng合he期qi的de觀guan點dian提ti出chu已yi有you幾ji年nian,然ran而er一yi直zhi以yi來lai的de事shi實shi卻que證zheng明ming行xing業ye尚shang未wei有you能neng力li進jin入ru高gao速su整zheng合he期qi。但dan從cong今jin年nian上shang半ban年nian以yi來lai,多duo家jia國guo內nei外wai龍long頭tou企qi業ye陸lu續xu收shou購gou同tong行xing業ye企qi業ye,我wo國guo工gong程cheng機ji械xie行xing業ye格ge局ju正zheng發fa生sheng著zhe不bu小xiao的de變bian化hua。
中(zhong)國(guo)工(gong)程(cheng)機(ji)械(xie)工(gong)業(ye)協(xie)會(hui)秘(mi)書(shu)長(chang)俞(yu)琚(ju)說(shuo),行(xing)業(ye)內(nei)並(bing)購(gou)事(shi)件(jian)增(zeng)多(duo)是(shi)否(fou)意(yi)味(wei)著(zhe)我(wo)國(guo)工(gong)程(cheng)機(ji)械(xie)行(xing)業(ye)將(jiang)進(jin)入(ru)一(yi)個(ge)高(gao)速(su)整(zheng)合(he)期(qi)並(bing)不(bu)能(neng)確(que)定(ding),但(dan)此(ci)舉(ju)足(zu)以(yi)表(biao)明(ming)近(jin)年(nian)來(lai)行(xing)業(ye)發(fa)展(zhan)非(fei)常(chang)迅(xun)速(su),企(qi)業(ye)的(de)競(jing)爭(zheng)能(neng)力(li)也(ye)在(zai)加(jia)強(qiang),對(dui)於(yu)行(xing)業(ye)來(lai)說(shuo),無(wu)疑(yi)是(shi)件(jian)好(hao)事(shi)。
優勢企業發展的需要
jinnianlai,woguogongchengjixiexingyeyizhichuyugaosufazhantaishi,zheqijian,bushaoqiyedouhuodelefeichangduodefazhanjihui,tebieshiyixiezaijingzhengzhongjingshouzhulekaoyandedaxinglongtouqiye。jinduanshijianyilai,woguogongchengjixielongtouqiyefenfenbaochubinggouxinwen,zhuyaoshichuyuduijigeyinsudekaolv。
一(yi)是(shi)拓(tuo)寬(kuan)產(chan)品(pin)鏈(lian)的(de)需(xu)要(yao)。近(jin)年(nian)來(lai)市(shi)場(chang)變(bian)數(shu)很(hen)大(da),有(you)實(shi)力(li)的(de)企(qi)業(ye)也(ye)不(bu)敢(gan)將(jiang)力(li)量(liang)集(ji)中(zhong)在(zai)單(dan)一(yi)產(chan)品(pin)上(shang),而(er)是(shi)希(xi)望(wang)通(tong)過(guo)拓(tuo)展(zhan)自(zi)身(shen)產(chan)品(pin)線(xian),分(fen)散(san)風(feng)險(xian)。這(zhe)特(te)點(dian)在(zai)山(shan)推(tui)對(dui)湖(hu)北(bei)楚(chu)天(tian)機(ji)械(xie)和(he)中(zhong)聯(lian)重(zhong)科(ke)對(dui)新(xin)黃(huang)工(gong)的(de)收(shou)購(gou)中(zhong)體(ti)現(xian)得(de)非(fei)常(chang)明(ming)顯(xian)。據(ju)業(ye)內(nei)人(ren)士(shi)分(fen)析(xi),山(shan)推(tui)收(shou)購(gou)楚(chu)天(tian)機(ji)械(xie)的(de)主(zhu)要(yao)原(yuan)因(yin)在(zai)於(yu)後(hou)者(zhe)具(ju)有(you)建(jian)築(zhu)機(ji)械(xie)的(de)生(sheng)產(chan)資(zi)質(zhi),尤(you)其(qi)在(zai)混(hun)凝(ning)土(tu)機(ji)械(xie)、bengchedengjianzhujixiehelingbujianfangmiancunzaijiaodayoushi。ershantuiyuanyoudechanpinxianjiaodanyi,zaishougouchutianjixiezhihou,qichanpinlianjiangdedaodafutuozhan。tongyangde,zhonglianzhongkeyeqiwangjieshougouxinhuanggongjinrutushifangjixielingyu。
二(er)是(shi)增(zeng)強(qiang)自(zi)身(shen)競(jing)爭(zheng)力(li)的(de)需(xu)要(yao)。目(mu)前(qian)工(gong)程(cheng)機(ji)械(xie)行(xing)業(ye)內(nei)企(qi)業(ye)普(pu)遍(bian)有(you)多(duo)種(zhong)類(lei)產(chan)品(pin)生(sheng)產(chan)的(de)趨(qu)勢(shi),中(zhong)聯(lian)重(zhong)科(ke)就(jiu)憑(ping)借(jie)近(jin)年(nian)來(lai)的(de)一(yi)係(xi)列(lie)收(shou)購(gou)行(xing)為(wei),一(yi)舉(ju)成(cheng)為(wei)目(mu)前(qian)行(xing)業(ye)內(nei)產(chan)品(pin)品(pin)種(zhong)最(zui)多(duo)的(de)企(qi)業(ye)之(zhi)一(yi)。還(hai)有(you)很(hen)多(duo)企(qi)業(ye)更(geng)是(shi)通(tong)過(guo)收(shou)購(gou)同(tong)行(xing)業(ye)企(qi)業(ye)來(lai)增(zeng)強(qiang)自(zi)身(shen)主(zhu)營(ying)業(ye)務(wu)的(de)實(shi)力(li)。如(ru)在(zai)實(shi)現(xian)技(ji)術(shu)對(dui)接(jie)後(hou)即(ji)可(ke)直(zhi)接(jie)利(li)用(yong)被(bei)收(shou)購(gou)企(qi)業(ye)的(de)研(yan)發(fa)能(neng)力(li)和(he)生(sheng)產(chan)設(she)備(bei),提(ti)高(gao)自(zi)身(shen)產(chan)品(pin)的(de)技(ji)術(shu)含(han)量(liang)或(huo)者(zhe)擴(kuo)大(da)產(chan)能(neng),使(shi)自(zi)身(shen)企(qi)業(ye)在(zai)行(xing)業(ye)內(nei)的(de)地(di)位(wei)得(de)到(dao)大(da)幅(fu)提(ti)升(sheng)。
三是通過收購異地企業實現開拓新市場的需求。比如柳工近年來就通過並購、投資等方式在江蘇、天(tian)津(jin)等(deng)地(di)實(shi)現(xian)了(le)生(sheng)產(chan)基(ji)地(di)的(de)布(bu)局(ju)。設(she)立(li)新(xin)的(de)生(sheng)產(chan)基(ji)地(di),可(ke)以(yi)使(shi)企(qi)業(ye)更(geng)靠(kao)近(jin)市(shi)場(chang)或(huo)原(yuan)材(cai)料(liao)產(chan)地(di),從(cong)而(er)大(da)幅(fu)降(jiang)低(di)了(le)交(jiao)通(tong)成(cheng)本(ben),並(bing)實(shi)現(xian)對(dui)薄(bo)弱(ruo)市(shi)場(chang)的(de)強(qiang)勢(shi)開(kai)拓(tuo)。一(yi)般(ban)來(lai)說(shuo),收(shou)購(gou)一(yi)家(jia)較(jiao)為(wei)成(cheng)熟(shu)的(de)企(qi)業(ye)比(bi)投(tou)資(zi)興(xing)建(jian)新(xin)的(de)廠(chang)房(fang)要(yao)容(rong)易(yi)得(de)多(duo),所(suo)以(yi)出(chu)於(yu)此(ci)目(mu)的(de)的(de)並(bing)購(gou)案(an)例(li)不(bu)在(zai)少(shao)數(shu)。
誰會成為被收購對象
近年來,由於工程機械行業競爭非常激烈,再加上各項生產成本持續上揚,這就導致了行業內研發能力較弱、產品附加值較低的企業在競爭中逐漸失去了優勢,部分企業甚至可能退出市場,進而給龍頭企業擴大份額創造了機會。
如ru今jin年nian原yuan材cai料liao的de大da幅fu漲zhang價jia,就jiu是shi導dao致zhi龍long頭tou企qi業ye收shou購gou行xing為wei的de一yi個ge最zui大da誘you因yin。對dui於yu工gong程cheng機ji械xie企qi業ye來lai說shuo,鋼gang材cai等deng原yuan材cai料liao的de大da幅fu漲zhang價jia對dui企qi業ye的de盈ying利li空kong間jian將jiang產chan生sheng巨ju大da的de擠ji壓ya作zuo用yong,從cong而er導dao致zhi最zui近jin一yi段duan時shi間jian以yi來lai,生sheng產chan裝zhuang載zai機ji、推土機等工程機械產品的企業大都有不同程度的提價,漲價幅度一般在5%~10%之zhi間jian。即ji使shi如ru此ci,仍reng舊jiu無wu法fa抵di消xiao原yuan材cai料liao價jia格ge上shang漲zhang給gei企qi業ye帶dai來lai的de成cheng本ben壓ya力li。因yin為wei如ru果guo無wu限xian製zhi進jin行xing提ti價jia,則ze企qi業ye難nan免mian會hui失shi去qu大da部bu分fen市shi場chang。而er勞lao動dong力li成cheng本ben和he燃ran油you價jia格ge上shang漲zhang等deng因yin素su更geng讓rang一yi些xie抗kang風feng險xian能neng力li差cha的de企qi業ye,在zai這zhe場chang漲zhang價jia風feng潮chao中zhong舉ju步bu維wei艱jian。
與yu此ci同tong時shi,近jin年nian來lai從cong緊jin的de宏hong觀guan調tiao控kong政zheng策ce使shi得de企qi業ye的de資zi金jin流liu動dong受shou到dao很hen大da影ying響xiang。一yi方fang麵mian,企qi業ye由you於yu成cheng本ben漲zhang價jia等deng因yin素su導dao致zhi利li潤run下xia降jiang,另ling一yi方fang麵mian,企qi業ye如ru今jin越yue來lai越yue難nan從cong銀yin行xing得de到dao大da力li支zhi持chi,導dao致zhi企qi業ye的de資zi金jin周zhou轉zhuan出chu現xian問wen題ti,甚shen至zhi有you部bu分fen大da型xing企qi業ye也ye出chu現xian了le同tong樣yang的de問wen題ti。
此外,一些企業由於經營不善,難以持續發展下去。其淨資產已經很少,甚至是負數。但其所擁有的品牌、yanfanengliyijishengchanzizhidengqueyeshitachengweiqitaqiyedezhuizhuduixiang。erqiyefuzerenyouyumeiyounenglijiangqiyedaichunitan,tongshiyefeichangxiwangnenggoujiangqiyepanhuo,suoyiyehuiqidaiyoubucuodemaijiajiangqiyebinggouqu。
國際並購漸成熟
近jin年nian來lai,外wai資zi工gong程cheng機ji械xie企qi業ye在zai進jin入ru中zhong國guo市shi場chang時shi,采cai取qu的de方fang法fa大da多duo是shi與yu中zhong國guo企qi業ye合he資zi建jian廠chang。由you於yu外wai資zi企qi業ye大da多duo擁yong有you資zi金jin和he技ji術shu兩liang大da優you勢shi,中zhong國guo企qi業ye也ye非fei常chang願yuan意yi與yu其qi合he作zuo,早zao期qi的de並bing購gou案an例li大da多duo數shu都dou是shi這zhe種zhong形xing式shi。
早期的並購案例中,由於沒有經驗,有不少企業被惡意並購,使人們一度“談外資色變”。近(jin)年(nian)來(lai),隨(sui)著(zhe)生(sheng)產(chan)的(de)全(quan)球(qiu)化(hua),中(zhong)國(guo)企(qi)業(ye)也(ye)逐(zhu)漸(jian)成(cheng)長(chang)起(qi)來(lai)。應(ying)對(dui)外(wai)資(zi)並(bing)購(gou)已(yi)經(jing)成(cheng)熟(shu)了(le)許(xu)多(duo)。但(dan)當(dang)前(qian)我(wo)國(guo)工(gong)程(cheng)機(ji)械(xie)產(chan)品(pin)的(de)技(ji)術(shu)水(shui)平(ping)與(yu)世(shi)界(jie)先(xian)進(jin)水(shui)平(ping)仍(reng)有(you)不(bu)小(xiao)的(de)差(cha)距(ju),利(li)用(yong)並(bing)購(gou)形(xing)式(shi)吸(xi)收(shou)外(wai)國(guo)先(xian)進(jin)經(jing)驗(yan)仍(reng)是(shi)必(bi)要(yao)的(de)。
yujuyebiaoshi,mianduiwaizibinggou,bunengbiaoxianchuxiaaideminzuzhuyi。zaichongfenfenxilehezidezhongzhonglibizhihou,ruguorengyouhezuodexuyao,yingjijimouqiuyuduifangdehezuo。buguozaizibenyunzuofangmian,qiyerengyaozhuyi,yaobimianeyibinggoudechuxian。zhiyouchongfenzhangwoxianjinjishu,woguogongchengjixiechanpinshuipingcainengjinkuaidadaoshijiexianjinshuiping。
在(zai)有(you)些(xie)合(he)資(zi)案(an)例(li)中(zhong),外(wai)資(zi)表(biao)現(xian)出(chu)明(ming)顯(xian)的(de)控(kong)製(zhi)意(yi)圖(tu),其(qi)要(yao)求(qiu)從(cong)資(zi)金(jin)比(bi)例(li)上(shang)占(zhan)據(ju)絕(jue)對(dui)優(you)勢(shi),在(zai)這(zhe)種(zhong)時(shi)候(hou),中(zhong)國(guo)企(qi)業(ye)更(geng)要(yao)慎(shen)重(zhong)考(kao)慮(lv)再(zai)決(jue)定(ding)是(shi)否(fou)與(yu)其(qi)合(he)作(zuo)。政(zheng)府(fu)管(guan)理(li)部(bu)門(men)和(he)行(xing)業(ye)協(xie)會(hui)也(ye)應(ying)積(ji)極(ji)介(jie)入(ru)此(ci)類(lei)收(shou)購(gou)行(xing)為(wei)。在(zai)不(bu)危(wei)及(ji)國(guo)家(jia)安(an)全(quan)和(he)行(xing)業(ye)利(li)益(yi),並(bing)對(dui)企(qi)業(ye)有(you)益(yi)之(zhi)時(shi),也(ye)可(ke)以(yi)積(ji)極(ji)促(cu)成(cheng)並(bing)購(gou)意(yi)願(yuan)的(de)達(da)成(cheng)。有(you)些(xie)行(xing)業(ye)發(fa)展(zhan)尚(shang)不(bu)成(cheng)熟(shu),出(chu)於(yu)對(dui)行(xing)業(ye)的(de)保(bao)護(hu),有(you)必(bi)要(yao)時(shi),有(you)關(guan)部(bu)門(men)應(ying)製(zhi)訂(ding)相(xiang)關(guan)規(gui)定(ding),比(bi)如(ru)對(dui)起(qi)重(zhong)機(ji)行(xing)業(ye)製(zhi)定(ding)的(de)外(wai)資(zi)最(zui)多(duo)隻(zhi)能(neng)收(shou)購(gou)50%的股份這樣的規定,以此來保護我國工程機械行業的健康有序發展。
此外,我國工程機械企業也有一批發展較快、有(you)實(shi)力(li)的(de)企(qi)業(ye),為(wei)拓(tuo)展(zhan)海(hai)外(wai)市(shi)場(chang)和(he)利(li)用(yong)國(guo)外(wai)企(qi)業(ye)先(xian)進(jin)技(ji)術(shu),計(ji)劃(hua)收(shou)購(gou)國(guo)外(wai)企(qi)業(ye)。這(zhe)時(shi),企(qi)業(ye)更(geng)要(yao)認(ren)真(zhen)分(fen)析(xi)其(qi)是(shi)否(fou)具(ju)有(you)較(jiao)高(gao)的(de)並(bing)購(gou)價(jia)值(zhi),是(shi)否(fou)有(you)利(li)於(yu)企(qi)業(ye)的(de)長(chang)期(qi)發(fa)展(zhan),再(zai)決(jue)定(ding)是(shi)否(fou)收(shou)購(gou)。
在並購結束後,企業並不能鬆氣,國際管理、文化融合等問題仍不容忽視。此前我國企業已經有過多次前車之鑒。國內企業要充分熟悉當地法律法規、民族文化等,從而使得被並購企業良好運轉起來。