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The Lu shares in the passenger car in the morning of 4th daily limit, this will lead the Chinese bus leading enterprises once again pushed the cusp. Is it necessary to restructure with China National Heavy Duty Truck, or is the new energy concept hype? An interview with the reporter found that on the same day, China National Heavy Duty Truck and Zhongtong Bus shook his head on the reorganization of the matter, the stock price changes, is likely to be the result of market speculation.
Recently, there is news that China National Heavy Duty Truck or will reorganize the bus. According to the report, Zhongtong Bus is affiliated to Shandong Communications Industry Group Corporation. Its actual controllers with China National Heavy Duty Truck are Shandong Provincial SASAC, and Shandong Province has also indicated that it will have to integrate the resources of the province and strive to integrate 10 large-scale enterprises. It ranks among the top companies in the country and mainly deals with steel, petrochemical, commercial and automotive industries. At the same time, it is forecasted that Sinotruk’s restructuring of Zhongtong Bus will proceed in the following manner: Shandong Communications Industry Corporation will assign Zhongtong Automotive Industry Group Co., Ltd., which is controlled by the company, to China National Heavy Duty Truck, making China National Heavy Duty Truck indirectly control Zhongtong Bus, China. CNHTC injected the premium assets of its passenger car companies and commercial vehicle companies into Zhongtong Bus to complete the reorganization.
Deny: The two sides have the same voice
"There is no such thing." A person in charge of the board of directors of the Zhongtong Bus clearly indicated. According to its introduction, the rumors have been around for a long time, but the company has not conducted any discussion on this matter, let alone implemented it. Zhongtong Bus is currently in a good state of development, especially new energy vehicles have become new selling points. On the night of the 3rd, during CCTV’s special report on new energy, CCTV conducted an in-depth report. "The trend of stocks may also be related to the new energy issue."
"I have been in contact with Zhongtong Bus before and after 2002 and have not talked about it afterwards," said a staff member of China National Heavy Duty Truck Propaganda Department on the 4th.
Guess: Adoption of exclusion
The source of this rumor was the national auto industry restructuring and promotion plan. As the only automotive company in Shandong that has been selected as the “national teamâ€, China National Heavy Duty Truck Corporation, like BAIC, Guangzhou Automobile and Chery, is encouraged to implement regional mergers and reorganizations.
Looking at the layout of the automotive industry in Shandong Province, and excluding parts and components companies, China's heavy-duty truck owners Ma Chun-chi have clearly stated that Sinotruk does not involve car production, and Shandong has no private-owned branded car company. Also ruled out.
Looking at the production of heavy-duty vehicles, as the original subordinated enterprise of China National Heavy Duty Truck, and afterwards weaving Weichai Power, which operated separately after separation, the two competing relationships are self-evident. It is obviously unrealistic for the two "adversaries" to sit down and negotiate mergers. The other two heavy-duty vehicle manufacturers in the province, FAW Jiefang Qingdao Automobile Factory and Beifang Heavy Truck Penglai Branch, apparently have not been reorganized.
There are only bus-level opportunities. Shandong buses are represented by Zhongtong Bus and Yantai Shuchi. After professionals have wondered, Zhongtong Bus is most likely. On the one hand, the parent company of Zhongtong Bus is still a pure state-owned enterprise and shares the same rank with China National Heavy Duty Truck. On the other hand, the two companies have a combination of industries. China National Heavy Duty Truck Group and Zhongtong Bus Co., Ltd. can produce on the same parts of the chassis, frame, engine, transmission, etc., with similar technical content. In addition, China National Heavy Duty Truck has a passenger car division, but the subordinate Jinan bus factory product does not have too many selling points. It has also become the reason for Suzuki to seek a good bus company.
After a series of eliminations, the goal of China's heavy-duty regional reorganization, Zhongtong Bus seems to be the best.
As for the reorganization events that the market has made a lot of remarks, the staff of CNHTC's propaganda department believe that it may be a guess made by market participants using the exclusion method and does not have any official conclusion.
Reorganization: all excellent and difficult to be compatible
“Two companies that are very good are not reorganizing themselves.†Experts from the Provincial Automobile Industry Association believe that. The Shandong Automobile Industry Adjustment and Revitalization Plan (Draft for Soliciting Opinions) shows that in the next three years, the development of Shandong automobile industry will include four major models, of which heavy trucks will be affiliated with China National Heavy Duty Truck and passenger vehicles will be led by Zhongtong Bus. Home mergers and reorganizations. The entire plan put forward ideas for the joint reorganization of Weichai Power, Shandong Automobile Industry Group, and Shandong Construction Machinery Group.
This statement has also been corroborated by relevant persons of China National Heavy Duty Truck. “In the harsh environment of the financial crisis, China National Heavy Duty Truck Co., Ltd. focused its efforts on doing a good job of the main business. Several restructuring actions that were originally planned to take place in the second half of last year were halted due to changes in the economic environment, such as the large passenger trains. Restructuring of the scale will be more cautious. Moreover, at present, Zhongtong Bus is still operating very well. Even if it needs to be reorganized, it must wait for the opportunity."
August 22, 2024