形成更有利供应链.汽车零件商或整合
(吉隆坡)大马汽车政策(NAP)10月提出检讨,根据消息透露,政府有意进一步整合现有全国690家零件生产商,比较有规模的零件生产商直接与装配商或汽车生产商挂钩,并形成更有利的供应链。
或与装配商及汽车生产商挂钩
侨丰研究说,现有的主要汽车零件供应商将是主要受惠公司,这包括APM汽车控股(APM,5015,主板工业产品组)、英格烈士(INGRESS,7112,主板工业产品组)、山进岭工业(SUNCRN,7358,主板工业产品组)、特柯玛(TRACOMA,7147,主板工业产品组)、立罗股份(DELLOYD,6505,主板工业产品组)、EP制造(EPMB,7773,主板工业产品组)、肆发企业(SMISCOR,7132,主板工业产品组)、喜乐大可(HIRO,9644,主板工业产品组)、TSM全球(TSM,8842,主板贸服组)和民泰工业(MINTYE,5886,主板消费品组)。
同时,政府将透过提供奖掖吸引国产车商在汽车研发的投资,从而开放此领域,并且让国内极待拯救的汽车业的价值链重新复苏。
开放汽车研发吸引外资前来预料这将使汽车业更开放,吸引国际汽车大厂在马设立完整规模生产线和设立研发中心,此举料利惠现有装配商如纳莎(NAZA)集团、合顺的丰田和大马本田。
侨丰说,大马要与泰国一较长短,政府将在出口关税和企业收入方面提供税务优惠。
全球汽车厂商不会即时在马设立研发中心,但普腾(PROTON,5304,主板消费品组)的研发中心可为全球汽车制造商提供研发与工程服务,普腾的未用产能亦可以发挥作用。
在国家汽车政策下会开放,普腾预料会与外资车商合作,目前最热门人选有福士伟根。
8月汽车领域销售按年增2.8%
在大马汽车市场,8月份汽车领域总销售按年成长2.8%至4万8538辆,创2008年7月来第二高销售成绩,促使首8个月销售跌幅从前期的8.7%收窄至7.3%,但汽车销售按月却因高比较基础而下跌6.53%。
侨丰说:“尽管大马汽车商协会50万辆销售目标可期,但相信随着佳节季节在9月告一段落后,汽车销售将踩煞车,因购车者倾向在2010年注册新车。”
侨侨维持2010年新车销售预测不变,预计增长3.7%至51万8360辆。
未来数月,第二国产车将推出多用途休旅车(MPV),陈唱摩多则计划明年下半年推出组装的天娜(Teana),普腾推出三菱蓝色瑟(LANCERFORTIS)改良的华嘉(WAJA)。
https://www.sinchew.com.my/20090921/%E5%BD%A2%E6%88%90%E6%9B%B4%E6%9C%89%E5%88%A9%E4%BE%9B%E5%BA%94%E9%93%BE%EF%BC%8E%E6%B1%BD%E8%BD%A6%E9%9B%B6%E4%BB%B6%E5%95%86%E6%88%96%E6%95%B4%E5%90%88/
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