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“铝王”魏桥集团的跨界造车局
Jing Ji Guan Cha Bao· 2025-12-13 04:44
作为依托纺织和铝业成长起来的传统制造业巨头,魏桥为何毅然闯入竞争白热化的汽车行业?魏桥跨界造车,将面临怎样的机会与挑战? 近日,魏桥创业集团(下称"魏桥")旗下北京汽车制造厂的全新品牌锐胜汽车,发布了旗下首款车型——锐胜M8。 这是魏桥自2023年以来,通过投资控股领途汽车、北京汽车制造厂,并联合新势力车企布局了极石汽车、212越野车等多个汽车品牌后,在造车领域的又 一次关键落子。 作为依托纺织和铝业成长起来的传统制造业巨头,魏桥为何毅然闯入竞争白热化的汽车行业?魏桥跨界造车,将面临怎样的机会与挑战? 从纺织、铝业到汽车 魏桥的发展史可谓一部跨界转型史,其从纺织起家,构建了自备电厂+铝业跨界的双主业。过去几十年来,魏桥的业务扩张之路一直遵循产业协同逻辑。 1951年,魏桥的前身魏桥油棉厂(旧称"魏桥轧花厂")建厂。2003年,魏桥纺织成为全球规模最大的棉纺织企业。随着纺织用电需求不断提升,魏桥开始自 建电厂,后因电力富余而进入电解铝行业。2014年,魏桥铝电成为全球最大铝产品生产商。 魏桥在近两年大举跨界造车的背后,是其两大支柱产业——纺织与电解铝,均面临增长瓶颈和盈利压力的现实。 2018年,魏桥创始人张士 ...
“铝王”魏桥集团的跨界造车局
经济观察报· 2025-12-13 04:40
Core Viewpoint - Weiqiao's entry into the highly competitive automotive industry is driven by the growth bottlenecks and profitability pressures faced by its traditional textile and aluminum sectors, prompting a strategic shift towards new energy and automotive investments [4][5]. Group 1: Company Background and Transition - Weiqiao, originally established as a textile manufacturer, has evolved into a major player in the aluminum industry, becoming the world's largest aluminum product producer by 2014 [3]. - The company has historically followed a strategy of industrial synergy, expanding its operations from textiles to electricity generation and aluminum production [3]. Group 2: Challenges in Core Industries - Both the textile and aluminum sectors are experiencing significant challenges, including regulatory constraints and market pressures, leading to a decline in profitability [4]. - The textile division has faced losses since 2022 due to unfavorable international trade conditions and supply chain disruptions, making it difficult to sustain growth [4]. Group 3: Automotive Industry Strategy - Weiqiao plans to invest at least 60 billion yuan in the automotive sector over the next three years, focusing on new energy vehicles and integrating its aluminum production capabilities into the automotive supply chain [5]. - The company aims to leverage its aluminum expertise to produce lightweight components for vehicles, enhancing energy efficiency and performance [9]. Group 4: Acquisition and Investment Activities - In 2023, Weiqiao began its automotive strategy by acquiring stakes in traditional car manufacturers and investing in new energy vehicle startups, such as a 10 billion USD investment in Jishi Automotive [7][8]. - The establishment of the Shandong Weiqiao New Energy Vehicle Technology Group marks a significant step in consolidating its automotive operations and managing multiple vehicle manufacturing entities [8]. Group 5: Product Development and Market Positioning - Weiqiao's automotive strategy encompasses a diverse range of products, including fuel vehicles, hybrids, and pure electric vehicles, aiming to create a brand cluster across various market segments [11]. - The company is focusing on building its brand recognition in the MPV market with its new brand, Ruisheng, while also addressing the challenges of establishing a strong market presence [12][13]. Group 6: Competitive Landscape and Future Challenges - Despite its strong industrial background, Weiqiao faces significant challenges in transitioning from a B2B manufacturer to a consumer-facing brand, requiring a shift in mindset and operational strategy [13]. - The company must navigate brand identity issues and public perception challenges, particularly concerning its association with the Beijing Automotive Group [12][13].