韓國(guó)SK在華電池廠停產(chǎn)

An electric vehicle battery plant in China jointly-owned by South Korean conglomerate SK Innovation has been closed since January, the company said, making it the latest South Korean battery maker to run into troubles in China as Beijing boosts domestic producers.

韓國(guó)企業(yè)集團(tuán)SK創(chuàng)新(SK Innovation)稱(chēng)，其在中國(guó)合資擁有的一家電動(dòng)汽車(chē)電池廠從1月份關(guān)閉至今。這使該公司成為最新一家在北京方面促進(jìn)國(guó)內(nèi)生產(chǎn)企業(yè)發(fā)展之際陷入困境的韓國(guó)電池廠商。

The company confirmed the halt in operations to the Financial Times on Friday, after local media reported the closure. The plant was a joint-venture with two Chinese companies in which SK Innovation owns a roughly 40 per cent stake. SK said its Chinese partners had decided to halt production but had not provided a clear explanation, write Tom Hancock and Kang Buseong.

在當(dāng)?shù)孛襟w報(bào)道關(guān)廠的消息后，該公司周五向英國(guó)《金融時(shí)報(bào)》證實(shí)了停產(chǎn)的情況。該廠是與兩家中國(guó)公司合資組建的，SK創(chuàng)新?lián)碛屑s40%股權(quán)。SK稱(chēng)，其中國(guó)合資伙伴決定停產(chǎn)，但迄今沒(méi)有提供清楚的解釋。

Trade tensions between South Korea and China have spiked in recent months over Thaad, a US-designed missile defence system being installed by Seoul, with Beijing pressuring South Korean businesses. But SK Innovation said “we don’t think that the decision is just because of China’s economic retaliation out of Korea’s Thaad deployment”.

韓國(guó)和中國(guó)之間的貿(mào)易緊張?jiān)诮鼛讉€(gè)月急劇上升，焦點(diǎn)問(wèn)題是“末段高空區(qū)域防御系統(tǒng)”(THAAD，中文簡(jiǎn)稱(chēng)：薩德);首爾方面正在部署這種美國(guó)設(shè)計(jì)的導(dǎo)彈防御系統(tǒng)，而北京方面正向韓國(guó)企業(yè)施壓。但SK創(chuàng)新表示“我司不認(rèn)為這一決定只是因?yàn)橹袊?guó)針對(duì)韓國(guó)部署薩德發(fā)起的經(jīng)濟(jì)報(bào)復(fù)”。

South Korean media reported that the China plant, which assembles battery cells produced in Korea, generates annual revenues of about Won50bn ($45m), and said the production halt was due to Chinese regulations favouring domestic producers, which slowed orders at the end of last year.

據(jù)韓國(guó)媒體報(bào)道，這家中國(guó)工廠把韓國(guó)生產(chǎn)的電芯組裝成電池，其年度營(yíng)收約為500億韓元(合4500萬(wàn)美元)。根據(jù)這些報(bào)道，停產(chǎn)是由于中國(guó)出臺(tái)了向國(guó)內(nèi)生產(chǎn)商傾斜的法規(guī)，導(dǎo)致去年底訂單放緩。

China last year released a list of companies allowed to supply batteries in the country which excluded foreign manufacturers. That has disappointed South Korea’s Samsung SDI and LG Chem, who both opened large battery plants in China in hopes of serving the country’s EV market — the world’s largest.

中國(guó)去年發(fā)布了允許在國(guó)內(nèi)供應(yīng)電池的公司名單，沒(méi)有一家外國(guó)制造商被列入這份名單。這讓韓國(guó)的三星SDI(Samsung SDI)和LG化學(xué)(LG Chem)失望，這兩家韓資企業(yè)都在中國(guó)開(kāi)設(shè)了大型電池廠，希望能夠?yàn)槿蜃畲蟮碾妱?dòng)車(chē)市場(chǎng)服務(wù)。

Meanwhile Taiwanese Apple assembler Foxconn announced this week it would invest approximately $145m for a 1.2 per cent stake in China’s fastest growing electric vehicle battery manufacturer, Contemporary Amperex Technology (CATL), in what it called a “long term investment”. The deal values the privately-owned company at about $12bn.

與此同時(shí)，臺(tái)資的蘋(píng)果(Apple)裝配商富士康(Foxconn)本周宣布，將投資約1.45億美元購(gòu)得寧德時(shí)代新能源科技公司(CATL) 1.2%股權(quán)，作為一筆“長(zhǎng)期投資”。寧德是中國(guó)發(fā)展最快的電動(dòng)汽車(chē)電池制造商，這筆交易對(duì)這家非上市公司的估值達(dá)到大約120億美元。