tirole3_ Aytac UnalAnadolu AgencyGetty Images_siemens alstom merger Aytac Unal/Anadolu Agency/Getty Images

将政治排除在欧洲竞争决策之外

图卢兹—欧盟委员会上个月否决了铁路行业的阿尔斯通和西门子的兼并计划,这对两家公司来说显然是一个打击。这也是强烈支持这笔交易的法国和德国政府的一次重大挫折。

法国和德国对这一决定非常不安,现在它们想要重写欧盟兼并规则,给予成员国在合并计划上更大的话语权。但是,尽管这一方针看上去很有诱惑力,但欧洲如果聪明的话,最好不要让竞争政策的执行落到政客手中。

阿尔斯通-西门子兼并的支持者们说,该交易将产生一家欧洲高速铁路龙头,与中国中车相抗衡。中国中车在一个规模庞大但基本封闭的国内市场运营,据兼并的支持者们说,很快就会出现在欧洲。但这并不是一宗一定能够提高欧盟铁路行业全球竞争力的“无脑”兼并。毕竟,阿尔斯通和西门子已在各自国家取得铁路信号系统和高速轨道机车的主导地位。

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