卡洛斯·戈恩仍在獄中,法國低調處理雷諾-日產合并
法國財政部長表示,目前沒有計劃改變雷諾與日產二十年的聯盟,而聯盟的締造者卡洛斯·戈恩因涉嫌金融犯罪于兩個月前在日本被捕,現仍在拘留中。 “沒有計劃對雷諾和日產的交叉持股方案進行調整或修改,”布魯諾·勒梅爾在上周六晚間播出的《星期日報》(Journal du Dimanche)采訪時說。他說,法國希望雷諾領導層的管理“牢固穩定”。 雙方由于合作關系架構不平衡,都積攢了不滿情緒。雖然日產的銷量和利潤已經超過雷諾,但這家日本公司在聯盟中的影響力要小得多,它只擁有雷諾15%的無表決權股份,而后者擁有日產43%的股權。雷諾股權中15%為法國政府持有。 包括法國政府指定的雷諾董事馬丁·維爾在內的法國代表團上周前往東京拜訪了日本官員,日產的首席執行官西川廣人也在列。據日本經濟新聞社(Nikkei newspaper)報道,代表團轉達了法國或有意將兩家企業置于同一控股公司下的想法,還提出雷諾希望任命下一任日產董事長,但日經新聞未透露消息源。 據接近代表團的人士透露,此訪重點討論了鞏固雷諾-日產聯盟的方式和想法,成立控股公司是其中一個選擇。知情人士強調,會議期間沒有提出任何提案,現在討論具體計劃還為時過早,因為有關討論屬于機密范疇,要求隱去其姓名。 另一位知情人士表示,雖然日產希望維持現有伙伴關系,但它可能會反對任何試圖推動兩家車企完全合并的做法。 一名雷諾發言人拒絕發表評論。本刊向日產發言人發送的郵件截至上周日未收到答復。 戈恩被捕前一直在推動兩家企業進行更充分的整合,包括去年彭博社曾報道可能會進行合并,但日產反對合并,除非它能因此在更多領域獲得影響力。 戈恩被控涉嫌金融犯罪,或導致幾十年監禁。這位汽車行業的大佬被指控瞞報自己在日產數千萬美元的收入,將個人交易損失轉嫁給公司。日產還聲稱戈恩濫用公司資金,用于其在巴西、黎巴嫩等各地的房產,稱戈恩雇傭自己姐姐與其簽署顧問合同。 日產正在加強改革,重建管理體系,同時在考慮取消董事長一職。戈恩的丑聞也使日產與雷諾的合作關系變得緊張,二者的聯盟20年來都由戈恩維系。 上個月,雷諾表示計劃向日產董事會提名一名新董事,維護公司在聯盟內的權力。 “雷諾希望行使權力任命自己的董事,這需要在股東大會上完成。”同時是法國政府雷諾股權機構負責人的維爾在接受法國商業調頻電臺(BFM Business)采訪時表示。 此前日產首席執行官西川廣人拒絕了雷諾要求召開全體股東大會討論日產管理層的要求;若要改變董事會構成,必須召開全體股東大會。 日產改善治理特別委員會于上周日召開首次會議,宣布將在3月底前制定若干提案。 委員會主席西岡清一郎也表示,權力過多集中于同一人可能會給日產帶來問題。 同時,戈恩或即將被革除雷諾董事長及首席執行官的職位,法國財政部長上周呼吁罷黜戈恩。(財富中文網) 譯者:Agatha |
France’s finance minister said there is no plan to remodel the two-decade alliance between Renault SA and Nissan Motor Co., whose architect Carlos Ghosn remains in jail two months after he was arrested in Japan on allegations of financial crimes. “No shareholding re-balancing or modification of cross shareholdings between Renault and Nissan are on the table,” Bruno Le Maire told Journal du Dimanche in an interview published late Saturday. France wants “solid and stable” governance at the helm of Renault, he said. Tensions are simmering on both sides of the partnership because of its lopsided structure. While Nissan has outgrown Renault in sales and profits, the Japanese company has far less influence, owning a 15 percent non-voting stake in Renault, which in turn has a 43 percent holding of Nissan. The French government owns 15 percent of Renault. A French delegation including Martin Vial, a Renault director designated by the French government, visited Japanese officials including Nissan Chief Executive Officer Hiroto Saikawa in Tokyo last week. The participants relayed France’s intention to possibly put the two carmakers under one holding structure, as well as Renault’s wish to appoint Nissan’s next chairman, Nikkei newspaper reported, without saying where it got the information. According to people close to the delegation, the discussions focused on ways and ideas to cement the Renault-Nissan alliance, with the creation of a holding company being one of the options. The people emphasized that no proposal was made during the meeting and it’s too early to discuss concrete plans, asking not to be identified because the deliberations are confidential. While Nissan wants to maintain the partnership, it will likely resist any push toward a full merger of the two carmakers, another person familiar with the matter said. A Renault spokesman declined to comment. An email sent to a Nissan spokesman went unanswered last Sunday. Ghosn had been pushing for a closer integration between the two carmakers before his arrest, including a possible merger that Bloomberg reported last year, but Nissan has resisted a combination unless it would gain clout in more areas. Ghosn is accused of financial crimes that could put him behind bars for decades. The auto titan has been indicted for understating his income at Nissan by tens of millions of dollars and transferring personal trading losses to the carmaker. Nissan also claims that Ghosn misused company funds, including for homes from Brazil to Lebanon, and hired his sister on an advisory contract. Nissan is weighing abolishing the chairman role as it steps up reforms to rebuild governance. The scandal has also strained the company’s partnership with Renault, a union held together by Ghosn for two decades. Last month, Renault said it planned to name a new director to the board of Nissan and safeguard power within their alliance. “Renault wants to exercise the possibility to name its directors and this will be done at a shareholders’ meeting,” Vial, who is also head of the agency that holds the French government’s stake, said in an interview on BFM Business. Earlier, Nissan CEO Saikawa rebuffed the French carmaker’s demand for a meeting of all shareholders to discuss Nissan’s governance, something it would need to do to change its board representation. Nissan’s special committee for improving governance met for the first time at last Sunday, and said it will make some proposals by the end of March. Committee Chairman Seiichiro Nishioka also said that having too much power concentrated on one person may have resulted in a problem for the carmaker. Ghosn is also on the verge of being ejected from the roles of chairman and CEO at Renault, with the French finance minister last week calling for his dismissal. |