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战斗力 鹅
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注册时间 2021-12-11
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原文:https://www.reuters.com/technolo ... rces-say-2023-12-11
SHANGHAI/HONG KONG, Dec 11 (Reuters) - China's Huawei Technologies has asked Mercedes Benz (MBGn.DE) and Volkswagen's Audi if they are interested in buying small stakes in its smart car software and components firm, according to three people with knowledge of the discussions.
The move is aimed at expanding its partnerships beyond Chinese brands, they said. Huawei (HWT.UL), the target of U.S. sanctions since 2019, also hopes the presence of foreign investors would help defend the business from potential further geopolitical tensions, according to one of the sources who was briefed on the matter.
The Chinese technology giant said last month it will spin off its four-year Intelligent Automotive Solution (IAS) business unit which is seeking to become the dominant supplier of software and components for smart electric vehicles (EVs).
Sources have previously said the unit will be valued at somewhere between $28 billion and $35 billion.
Huawei held preliminary talks with Mercedes in recent weeks, according to two sources. One source said the German auto brand was offered a 3% to 5% stake with the valuation to be negotiated.
But Mercedes was not that interested as it wants to remain in charge of its software to sustain its premium brand positioning rather than outsource it to a supplier, the source added.
Audi's level of interest in Huawei's offer could not be immediately determined.
However, two of the sources said Audi and Huawei are planning a partnership to develop autonomous driving technologies for Audi. Those technologies would be used in vehicles for the Chinese market from 2025 and which would be built by the German automaker's venture with FAW Group.
The sources declined to be identified as the discussions were confidential.
Mercedes declined to comment on what it called speculation. Audi declined to comment. Huawei did not respond to a request for comment.
The move by Huawei comes as global automakers in China increasingly seek to partner with Chinese companies, which have pulled ahead in developing high-end features for tech-savvy Chinese consumers.
Volkswagen has been working with EV automaker Xpeng (9868.HK) and autonomous driving chip designer Horizon Robotics to develop China-specific intelligent and connected electric cars.
Audi has also partnered with SAIC Motor (600104.SS) to develop EVs in a segment for the Chinese market it did not previously have a presence in.
Richard Yu, who oversees Huawei's smart car business, told a forum in April that it had been difficult for European, U.S. and Japanese companies to choose Huawei as their main supplier of intelligent solutions due to U.S. sanctions.
"Therefore it's a huge challenge because we have invested tremendously," Yu said at the time.
While many of China's most high-profile EV manufacturers like Nio (9866.HK) and BYD (002594.SZ) rely on their own software, Huawei has formed partnerships with smaller electric car makers like Seres Group (601127.SS) and some big older automakers like Chongqing Changan Automobile (000625.SZ).
Changan Auto has said it will be an investor in Huawei's smart car business once it is spun off, owning as much as 40% along with relevant parties.
Yu said in November that Huawei had invited Seres, Chery Automobile(CHERY.UL), Jianghuai Automobile Group (600418.SS) and BAIC Motor (1958.HK) to invest in the smart car firm and hoped FAW Group (SASACJ.UL) could join as well.
Dongfeng Motor (0489.HK) is another potential investor in the firm, sources have said.
机翻
路透上海/香港 12 月 11 日 - 据三名知情人士透露,中国华为技术有限公司已询问梅赛德斯奔驰(MBGn.DE)和大众旗下奥迪是否有兴趣购买其智能汽车软件和零部件公司的少量股份的讨论。
他们表示,此举旨在扩大与中国品牌以外的合作伙伴关系。据一位知情人士透露,自 2019 年以来成为美国制裁目标的华为 (HWT.UL) 也希望外国投资者的存在将有助于保护该业务免受潜在的进一步地缘政治紧张局势的影响。
这家中国科技巨头上个月表示,将剥离其为期四年的智能汽车解决方案(IAS)业务部门,该部门致力于成为智能电动汽车(EV)软件和组件的主要供应商。
此前有消息称,该部门的估值将在 280 亿至 350 亿美元之间。
据两位消息人士透露,华为最近几周与梅赛德斯进行了初步谈判。一位消息人士称,这家德国汽车品牌获得了 3% 至 5% 的股份,估值有待协商。
但消息人士补充说,梅赛德斯并没有那么感兴趣,因为它希望继续负责其软件以维持其高端品牌定位,而不是将其外包给供应商。
奥迪对华为报价的兴趣程度无法立即确定。
不过,两位消息人士称,奥迪和华为正计划合作,为奥迪开发自动驾驶技术。这些技术将从 2025 年起用于中国市场的车辆,这些车辆将由德国汽车制造商与一汽集团的合资企业生产。
由于讨论是保密的,消息人士拒绝透露姓名。
梅赛德斯拒绝就所谓的猜测发表评论。奥迪拒绝发表评论。华为没有回应置评请求。
华为此举之际,中国的全球汽车制造商越来越多地寻求与中国公司合作,这些公司在为精通技术的中国消费者开发高端功能方面处于领先地位。
大众汽车一直与电动汽车制造商小鹏汽车(9868.HK)和自动驾驶芯片设计商地平线机器人公司合作,开发中国特有的智能网联电动汽车。
奥迪还与上汽集团(600104.SS)合作,针对中国市场的一个细分市场开发电动汽车,而此前奥迪并未涉足这一市场。
华为智能汽车业务负责人余承东在4月份的一个论坛上表示,由于美国的制裁,欧洲、美国和日本企业很难选择华为作为其智能解决方案的主要供应商。
“因此,这是一个巨大的挑战,因为我们投入了大量资金,”余当时表示。
尽管蔚来(9866.HK)和比亚迪(002594.SZ)等许多中国最知名的电动汽车制造商都依赖自己的软件,但华为已与赛力斯(601127.SS)等小型电动汽车制造商以及一些大型电动汽车制造商建立了合作伙伴关系。老牌汽车企业如重庆长安汽车(000625.SZ)。
长安汽车表示,分拆后将成为华为智能汽车业务的投资者,并与相关方共同持股高达40%。
于去年11月表示,华为已邀请Seres、奇瑞汽车(CHERY.UL)、江淮汽车集团(600418.SS)和北京汽车(1958.HK)投资这家智能汽车公司,并希望一汽集团(SASACJ.UL)投资这家智能汽车公司。也可以加入。
消息人士称,东风汽车(0489.HK)是该公司的另一位潜在投资者。
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