【重磅】欧盟有条件批准世界级轨道交通装备巨头合体 阿尔斯通吞庞巴迪运输后将仅次于中国中车

铁路视点 铁路视点 2020-08-03



欧盟官网当地时间7月31日消息:欧盟已经正式批准阿尔斯通收购庞巴迪运输公司,不过附加一些条件。

收购获批消息也得到阿尔斯通与庞巴迪双双官方确认,对欧盟委员会有条件批准表示欢迎。

这是业界重大格局之变,继西屋制动收购GE运输后,行业再次大洗牌,这笔交易将使法国阿尔斯通成为仅次于中国中车的全球第二大轨道交通装备集团。


欧盟官网



阿尔斯通与庞巴迪官网


阿尔斯通、庞巴迪的联合声明:


阿尔斯通和庞巴迪欢迎欧洲委员会(EC)关于有条件批准阿尔斯通提出的收购庞巴迪运输公司的决定。


欧盟委员会对交易的批准取决于所提议的附加条件,包括:


  • 将庞巴迪运输公司对V300 ZEFIRO超高速列车的“出资”( contribution)转让给日立公司,并向日立公司提供知识产权许可,以维持日立和庞巴迪运输公司共同开发用于英国HS2高速动车组项目竞标


  • 剥离阿尔斯通Coradia Polyvalent区域通勤动车组车型和法国Reichshoffen生产基地


  • 剥离庞巴迪TALENT 3区域通勤动车组平台和位于德国Hennigsdorf工厂内的专用生产设施


  • 对庞巴迪运输的某些信号车载单元和列车控制管理系统(TCMS)产品提供特定接口访问和产品


产剥离将遵守所有适用的社会程序以及与员工代表机构的协商。


该交易仍需获得其他几个司法管辖区以及惯例成交条件的进一步监管批准。


预计收购将于2021年上半年完成。



欧盟委员会的声明全文如下:


欧盟委员会已根据《欧盟合并条例》批准了阿尔斯通对庞巴迪运输公司的收购。批准必须完全遵守阿尔斯通提供的承诺计划。


负责竞争政策的欧盟委员会执行副总裁玛格丽特·韦斯特格(Margrethe Vestager)表示:“阿尔斯通和庞巴迪是领先的轨道交通装备供应商,欧洲各地每天有数百万乘客使用这种先进的列车。为了解决高铁,干线列车和干线信号方面的竞争关切问题,得益于这些全面补救措施,委员会才能够迅速审查和批准该交易,展望未来,阿尔斯通和庞巴迪合并的强大实体将会出现,在这些让步举措完成后,新公司还将继续在其核心市场上面临挑战,以造福欧洲客户和消费者。”


阿尔斯通和庞巴迪是铁路运输领域的全球领导者。两家公司都有广泛的产品组合,并在以下方面的制造和供应方面竞争:


超高速,干线和城市机车车辆(列车):超高速列车包括以至少300 km / h的速度进行长距离行驶的动车组;干线机车车辆包括城际和区域列车;城轨车辆包括地铁和电车。


干线和城市信号解决方案:信号解决方案包括安装在轨旁和车载单元(“ OBU”)上的信号系统装备,这些系统可对干线和城市轨道网络提供安全的列车运行控制。涵盖ETCS车载信号单元,目前正在整个欧洲经济区中推进这种遵守欧洲共同标准的车载信号设备装车,以促进互联互通。


委员会的调查


委员会的调查发现,如最初通知的那样,该交易将在以下领域引起严重的竞争担忧:


i)超高速列车(动车组),合并后的实体将成为无可争议的市场领导者,并具有重要的市场地位;


ii)合并后的实体可以加强原本已经很强大的干线机车车辆市场地位,特别是在法国和德国;以及


iii)合并主体将有能力和动机使其他ETCS 车载设备的供应商产品更难与其已安装的许多信号系统(旧式OBU)及其已经运行的列车(占欧洲经济区中最大保有量)对接。此外,合并有使得合并后的公司不可避免地成为荷兰老式OBU供应商的风险。


调查证实,拟议中的交易并未引起任何其他市场的竞争担忧,尤其是在干线和城轨信号领域,庞巴迪在欧洲经济区的市场地位非常有限。


拟议的补救措施


为了解决委员会的担忧,阿尔斯通提出了一系列承诺:


i)庞巴迪对目前与日立联合的超高速列车平台“ Zefiro V300”的资产的撤资。


*阿尔斯通还承诺采取一系列措施,以维持庞巴迪和日立对英国HS2项目的联合竞标, HS2,目前是在欧洲生产超高速动车组的最大机会;


ii)撤资(a)阿尔斯通(Alstom)通勤列车Coradia Polyvalent平台,(b)阿尔斯通(Alstom)位于法国Reichshoffen的生产设施,(c)庞巴迪(Bombardier)通勤列车Talent 3平台和(d)位于庞巴迪(Bombardier)位于德国Hennigsdorf的专用生产设施


iii)提供传统的OBU以及必要的接口信息和支持,以有利于竞争对手;和


iv)向荷兰铁路基础设施管理企业ProRail提供旧式的OBU,以使所有感兴趣的运营商受益。


最终承诺解决了委员会对阿尔斯通(Alstom)收购庞巴迪(Bombardier)提出的竞争关切,并在市场参与者的反馈之后得到了显着改善。因此,委员会得出结论,经承诺修改的拟议交易不会引起竞争方面的担忧。


委员会的决定取决于完全遵守承诺。



意大利Frecciarossa 1000高速列车 -基于V300ZEFIRO平台,由庞巴迪运输和日立铁路联合打造交付



 阿尔斯通Coradia Polyvalent区域通勤动车组


庞巴迪TALENT系BEMU在德国试验


附原文:


European Commission clears Alstom’s acquisition of Bombardier Transportation


31 July 2020 – Alstom and Bombardier welcome the European Commission’s (EC) decision for conditional clearance of the proposed acquisition of Bombardier Transportation by Alstom.

The Commission’s approval for the transaction is conditional on the proposed engagements that consist of:

  • -A transfer of Bombardier Transportation’s contribution to the V300 ZEFIRO very high-speed train and an offer of IP licence to Hitachi for the train co-developed by Hitachi and Bombardier Transportation for use in future very high-speed tenders in the UK

  • -The divestment of the Alstom Coradia Polyvalent and the Reichshoffen production site in France

  • -The divestment of the Bombardier TALENT 3 platform and dedicated production facilities located within the Hennigsdorf site in Germany

  • -Providing access to certain interfaces and products for some of Bombardier Transportation’s Signalling On-Board Units and Train Control Management Systems (TCMS)

The divestitures will comply with all applicable social processes and consultations with employee representatives' bodies.

The transaction remains subject to further regulatory approvals in several other jurisdictions and customary closing conditions.

Closing of the acquisition is expected for the first half of 2021.


********************************************


Press release31 July 2020 Brussels

Mergers: Commission clears Alstom's acquisition of Bombardier, subject to conditions

The European Commission has approved, under the EU Merger Regulation, the acquisition of Bombardier Transportation by Alstom. The approval is conditional on full compliance with a commitments package offered by Alstom.
Executive Vice-President Margrethe Vestager, in charge of competition policy, said: "Alstom and Bombardier are leading providers of state-of-the-art trains used every day by  millions of passengers  across the European Union. Thanks to the  comprehensive remedies offered to solve the competition concerns  in the areas of very high-speed, mainline trains and mainline signalling, the Commission has been able to speedily review and  approve this  transaction. Going forward, a stronger combined Alstom and Bombardier entity will emerge. At the same time, thanks to these remedies, the new company will also continue to be challenged in its core markets to the benefit of European customers and consumers.”
Alstom and Bombardier are global leaders in rail transportation. Both companies have a wide product portfolio and compete  in the manufacture and supply of:
  • Very high speed, mainline and urban rolling stock (trains): very high speed rolling stock includes trains operated for long-distance travel at speeds of at least 300 km/h; mainline rolling stock includes intercity and regional trains; urban rolling stock includes metros and trams.
  • Mainline and urban signalling solutions: signalling solutions include signalling systems, installed on railway tracks and on-board units (“OBUs”) that provide safety controls on mainline and urban rail networks. These include  European Train Control System (“ETCS”) OBUs, which are currently being rolled out throughout the EEA to facilitate compliance with European-wide standards, favour interoperability and safe cross-border travel.
The Commission's investigation
The Commission's investigation found that the transaction, as initially notified, would have raised serious competition concerns in the following areas:
(i) Very high-speed rolling stock where the merged entity would have become the undisputed market leader with a  significant market position;
(ii) Mainline rolling stock where the merged entity would have strengthened the Parties' already large combined position in particular in France and Germany, and;
(iii) Mainline signalling where the merged entity would have had the ability and  the incentive to make it more difficult for other suppliers of ETCS OBUs to interface with its many already installed signalling systems (legacy OBUs) and its already operating fleet of trains (the largest in the EEA). Furthermore, the merger risked making the merged an unavoidable supplier of legacy OBUs in the Netherlands.
The investigation confirmed that the proposed transaction did not raise competition concerns in any other markets, in particular within mainline and urban signalling, where Bombardier's position in the EEA is very limited.
The proposed remedies
To address the Commission's concerns, Alstom offered a set of commitments:
(i) The divestment of Bombardier's assets currently contributing to its joint very high-speed platform with Hitachi, the “Zefiro V300”.* Alstom also committed to a series of measures aimed at preserving the joint bid offered in consortium by Bombardier and Hitachi to HS2, the current largest opportunity for the production of very high-speed rolling stock in Europe;
(ii) The divestment of (a) Alstom's mainline Coradia Polyvalent platform, (b) Alstom's production facility located in Reichshoffen in France, (c) Bombardier's mainline Talent 3 platform, and (d) part of* Bombardier's production facility located in Hennigsdorf in Germany;
(iii) The supply of legacy OBUs and necessary interfacing information and support, in favour of signalling competitors; and
(iv) The supply of legacy OBUs to the Dutch infrastructure manager, ProRail, in favour of all interested operators.
The final commitments address the competition concerns identified by the Commission regarding Alstom's acquisition of Bombardier, and were significantly improved following the feedback received by market participants. The Commission therefore concluded that the proposed transaction, as modified by the commitments, would raise no competition concerns.
The Commission's decision is conditional upon full compliance with the commitments.
Companies and products
Alstom, based in France, is active worldwide in the rail transport industry, offering a wide range of transport solutions (from high-speed trains to metros, trams and e-buses) and related services (maintenance and modernisation), as well as products dedicated to signalling solutions, passengers and infrastructure, rail electrification systems and digital mobility.
Bombardier Transportation is the global rail solutions division of Bombardier, a diversified industrial group based in Canada with activities in the construction, property, telecoms and media sector. Bombardier Transportation, headquartered in Germany, offers a wide range of rail solutions, ranging from trains to sub-systems and signalling, to complete turnkey transport systems, and services.
Merger control rules and procedures
The transaction was notified to the Commission on 11 June 2020.
The Commission has the duty to assess mergers and acquisitions involving companies with a turnover above certain thresholds (see Article 1 of the Merger Regulation) and to prevent concentrations that would significantly impede effective competition in the EEA or any substantial part of it.
The vast majority of notified mergers do not pose competition problems and are cleared after a routine review. From the moment a transaction is notified, the Commission generally has a total of 25 working days to decide whether to grant approval (Phase I) or to start an in-depth investigation (Phase II). If commitments are proposed in Phase I, the Commission has 10 additional working days, bringing the total duration of a Phase I case to 35 working days, such as in this case.

素材来源:综合编译自欧盟委员会、阿尔斯通、庞巴迪官网,中文仅供参考,以英文为准

(转自“轨道世界”微信公众号)



欢迎投稿


欢迎读者们给「铁路视点」投稿或提供素材,联系邮箱:xxs@rails.cn

    本站仅按申请收录文章,版权归原作者所有
    如若侵权,请联系本站删除
    觉得不错,分享给更多人看到