第1022章 喊爸爸!
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第五大众汽车,232万辆,第六标致雪铁龙集团,227万辆……
其实大部分榜上有名的巨头,在40年之后,依然还在前十行列,只不过,排名显然已经彻底变了。
林浩然记得,在他穿越过来前,丰田汽车和大众两大汽车集团可谓是遥遥领先,常年总销量破千万辆,在全球汽车市场形成了“双雄争霸”的格局。
而通用、福特这些曾经的霸主,则因为经营不善、战略失误,逐渐滑落到了第二梯队。
这说明,汽车行业虽然格局相对稳定,但并非一成不变,能够持续创新、适应市场变化的品牌,才能在长跑中胜出。
这意味着,如果他仅仅满足于“入股一家未来会成功的品牌”,那选择其实很多。
但他要的不仅仅是财务回报,更是一个能够推动内地汽车产业发展的战略支点。
所以,他必须选择一家在未来依然保持强势、同时愿意与内地深度合作的品牌。
大众和丰田,显然是最符合这个条件的品牌。
至于其它品牌,林浩然就有些看不上了。
仅仅是入股当股东拥有一定话事权的话,自然要入最好最有潜力的企业。
不过,丰田他此前便短期当过第一大股东,如果他如今再次入股丰田,股价那边真会把他当狼来了。
如今他在日本可是布局了很多很多,等着日本泡沫经济的时候再收割呢,现在如果再去日本当显眼包,显然不符合他闷声发大财的长期规划。
他已经暗中在日本布局了不少企业,等到泡沫经济破裂的时候,这些布局会给他带来丰厚的回报。
但如果他再次高调入股丰田,必然会引起日本政府和财团的警惕,从而牵连到他在日本其它的投资。
为了一个战略支点,暴露整个日本的投资布局,这笔账太不划算了。
所以,最终实际上最符合他条件的,就只有大众了。
就是不知道,想在大众董事席上拥有一定话事权的话,难不难了!
所以,林浩然的目光顿时聚焦在大众的资料上。
他虽然知道自己不可能对大众控股得了,可如果能成为大众重要股东,其实也是一件不错的事情。
未来的大众,旗下除了大众这个主品牌之外,还有奥迪、保时捷、宾利、兰博基尼、布加迪、斯柯达等等众多国际知名汽车品牌。
这些品牌在各自细分市场都有着举足轻重的地位,如果能够在大众的董事会中拥有一席之地,那就不仅仅是入股一家公司那么简单了,而是间接拥有了这些品牌的一部分话语权。
虽然这种话语权不像全资控股那样可以直接决策,但足以让他影响这些品牌在内地的战略布局。
比如推动奥迪在内地设立合资工厂,推动保时捷与内地企业合作开发新能源技术,推动斯柯达作为大众体系中的“性价比品牌”快速进入内地市场……
这些可能性,都是实实在在的战略价值,也是能够为他创造很大利润价值的。
“资料显示,目前大众的大股东是德国下萨克森州政府,持有20.1%的普通股,拥有特殊表决权,但他们通常不参与日常经营决策,更多地是扮演战略守护者的角色。
而德国下萨克森州政府也是唯一持有超过5%股权的股东,剩余近80%股份均为可流通普通股,股权高度分散,以机构投资者和公众股东为主。
而在企业决策权方面,大众实行监事会+管理董事会的双层治理结构,监事会掌握核心决策权。
持有3%以上便可正式提交股东提案,获得股东大会固定发言权,具备基础决策参与权;
持股5%-10%可提名监事会候选人,获得1个正式监事会席位,能直接参与所有重大经营决策的讨论与表决;
持股15%左右,稳居除州政府外的第二大股东,对区域市场布局、合资项目这类非核心战略,具备很强的推动能力。”
看了这些内容,林浩然眼睛愈加明亮起来。
环宇投资公司目前持有4.8%的股份,虽然不算多,可如果按照目前上面公布的机构持股情况来排名,环宇投资公司的持股实际上已经属于第二大股东了!
按照这个规则,他不需要像全资收购那样去争夺控股权,只需要拿到5%到10%的股份,就可以获得一个正式的监事会席位,直接参与大众的重大经营决策。
而如果他能够增持到15%左右,就能成为除下萨克森州政府之外的第二大股东,对大众的战略方向产生实质性的影响。
林浩然看了下大众目前的总市值,64.8亿美元,不算高。
不过这也很正常,目前的大众属于全球化扩张初期,估值肯定是处于低位的,且大众旗下的汽车品牌也仅有大众和奥迪两个,至于其它品牌显然是后续才相继收入囊中的。
林浩然在前世可是看过
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