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柯达被迫撤资乐凯 四年合作徒劳

发布: 2009-8-23 16:48 |  作者: admin 

胶片行业寿命缩减,无可挽回

胶片行业寿命的缩减,让4年前对胶片行业诱人利益的憧憬变成泡影。4年前的中国有着最大的胶片市场以及非常诱人的利益,这使得世界上最大的胶片生产厂商柯达为此下了重注,通过卓越的政府公关和“98协议”垄断性地买下了中国感光行业七大支柱企业或收购他们的股份。当时柯达已经意识到数码影像在市场的成长,但因传统胶片的大市场以及冲印带来的巨大利益,使得其不舍放弃。曾经想通过收购来遏制对手富士在中国的发展,没想到短短4年的时间里,在中国的市场人们早已渐渐从“傻瓜相机”转换成数码装备,而如今,柯达的竞争对手也转变成了尼康、佳能、索尼等。

柯达为4年前的收购承担了财务上的巨大落差。当时,柯达“以接近1亿美元的现金以及一套用于色彩感光产品生产的设备”换取股份。柯达1亿美元的投入目前却以3700万美元撤出。而柯达中国公司则表示,“做出决定是因为市场变化太快”。

至此,柯达与乐凯原本20年的合作关系瓦解。传统胶片行业迅速的衰落,让柯达巨资的投入和心血付之东流。我们体会到了,技术变革推动投资决策和产业革新的必然。

乐凯、柯达都需要进行数码转型战略

自2003年起,柯达逐渐展开卖掉不需要的,不再为非数码业务注入资产等一系列交易,柯达按计划将在今年内完成数码转型。

而柯达公司相关,作为乐凯也需要这样的转型。柯达的退出体现了数码影像对胶片行业的冲击。

柯达撤出乐凯后,仅仅保留了三项合作:允许乐凯使用柯达的专利;柯达向乐凯提供某些原材料的供应;一些生产线的设备维护。

柯达公司相关负责人昨天表示,撤出乐凯,同样也代表柯达对中国股权分置改革的尊重。“双方签订协议时,还没有A股全流通的说法,柯达得到的20%股份是在不吸收市场流通股的前提下。”柯达公司相关负责人说,由于是用高溢价拿到的乐凯股份,如果柯达不撤出,乐凯的股改将面临更加复杂的方案。负责人解释为“柯达愿意成全乐凯的股改。”市场估计,乐凯的股改进程将因此加快。

乐凯、柯达新关系,有竞争有合作

柯达与乐凯关系的巨变,并没有完全分立开,新的关系中依然有一定的合作基础。因此,也给了乐凯和柯达彼此新的发展空间,并且也为以后可能的再合作创造了一定的机会。

中国二、三级市场由于乐凯的阻碍也未能使柯达如愿进入。许多冲印店挂这柯达的牌子却使用着乐凯的相纸。去年就已有很多冲印店因柯达和乐凯相纸背阴的相似,就舍弃了昂贵的柯达相纸而使用廉价的乐凯相纸。在新关系中双方竞争可能更加激烈。

柯达的离开对于乐凯来说并没有太大影响,因为到目前为止,从确立合作关系到现在所有合作项目已全部完成,对于双方合作项目并没有造成太大影响。

中国乐凯胶片集团公司总经理兼乐凯胶片股份有限公司董事长张建恒说:“双方对过去四年的友好合作表示满意。双方仍将继续在某些特定领域保持一定程度上的合作关系。”柯达公司全球副总裁、北亚区总裁兼主席叶莺说:“双方将继续履行对中国消费者所做出的推动摄影市场发展的承诺,实现长期双赢的目标。同时,双方将仍然是在市场上两家独立的公司,是竞合的关系。”

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https://greasyfork.org/fi/users/197972
https://greasyfork.org/fr/users/197973
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https://greasyfork.org/fi/users/197978
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https://greasyfork.org/ar/users/198684
https://greasyfork.org/el/users/198404
shanghaikp (2018-7-29 14:06:59)
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qgkp886 (2018-7-29 10:21:07)
https://greasyfork.org/fr/users/199013
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qgkp886 (2018-7-28 05:41:33)
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qgkp886 (2018-7-26 13:17:51)
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shanghaikp (2018-7-17 21:41:49)
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shanghaikp (2018-7-17 20:50:02)
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shanghaikp (2018-7-08 10:06:36)
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shanghaikp (2018-7-03 22:44:46)
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shanghaikp (2018-7-01 07:56:50)
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