| 200/4/1 発表 |
 |
2007/10/5 日本経済新聞夕刊
アルコア 包装材事業など売却 地金生産に資源集中
北米最大のアルミメーカ一のアルコアは４日、包装材や自動車向け鋳物事業を売却すると発表した。売却先は明らかにしていない。電線事業も欧米の拠点を合理化し、２００７年７−９月期に合計で８億４５００万ドル(約９８０億円)のリストラ費用を計上する。低採算事業を見直し、鉱山開発や地金生産に経営資源を集中するのが狙いだ。
投資先の中国のアルミメーカーの株式も売却することが決まっており、海外の鉱山大手にとって資産内容が改善したアルコアは格好の買収の標的になりそうだ。
カナダの同業のアルキャンに敵対的買収を仕掛けたが失敗した経緯があり、買収による規模拡大で世界最大手のUCルサール(ロシア)に対抗する必要がある。
Alcoa Updates on Portfolio Review
Following the recent
monetization of its stake in Aluminum Corporation of China
Limited (Chalco), Alcoa today announced a series of portfolio
decisions that will further enhance its capital structure and
provide additional opportunities to improve shareholder value.
After completing the strategic review of its portfolio, the
Company intends to proceed with the sale of its Packaging
and Consumer business. The company has received strong
indications from strategic buyers for that business, and plans to
complete the transaction by late 2007 or early 2008. The company
is also near a definitive agreement to sell its Automotive
Castings business and should close that transaction
by the end of the year.
In addition, the company plans to significantly restructure its
Electrical and Electronic Solutions (formerly the
Alcoa Fujikura Limited wireharness business) business in the Americas and
Europe to improve returns and profitability.
These portfolio actions, combined with the sale of Alcoa’s stake in Chalco, will significantly enhance the
company’s capital structure and add
flexibility for both growth opportunities and other initiatives
to improve shareholder value.
Chalco 2006/8/25 中国アルミ業界の拡大競争 参照
Alcoa Consumer Products is a global leader in the consumer packaged goods industry, supplying high quality and trusted foil, film and paper products to the retail and foodservice sectors. Within Alcoa Consumer Products, there are four businesses that globally manufacture and market branded and private label products.
Reynolds Consumer Products is home to many well-recognized brands such as Reynolds Wrap® Aluminum Foil, Reynolds® Plastic Wrap and Reynolds® Cut-Rite® Wax Paper. Other businesses include Presto Products Company, North America's largest private label plastics company and Baco Consumer Products, the leading supplier of household wraps and bags in the U.K.
Alcoa Automotive Castings
With leading-edge technology and innovative solutions, Alcoa Automotive Castings meets the increasing demands and expectations of the automotive and industrial markets with Vacuum Riser-less and Pressure Riser-less (VRC/PRC) permanent mold castings of aluminum alloys. VRC/PRC permanent mold casting is a superior technology that produces high quality structurally-focused castings.
We currently are the premier manufacturer of components for the suspension and chassis markets and produce sub-frames, cradles, knuckles, brackets and control arms at plants in North America and Europe. AAC castings are found on numerous automobiles, light trucks and other products worldwide, including BMW, Ford, General Motors, Chrysler, Jaguar, Hyundai, Toyota and Volvo products.
2006/1/5 フジクラ
業務上の提携の解消に関するお知らせ
当社は、アメリカAlcoa Inc.（以下「Alcoa」）との間で運営している自動車および情報通信事業における合弁事業会社Alcoa Fujikura Ltd.（当社49％出資、Alcoa51％出資、以下「AFL」）に関してAlcoaとの間で合弁解消についての基本合意書に調印いたしましたので、下記のとおり、お知らせいたします。
１．解消の理由
当社は、アメリカにおける情報通信事業および自動車事業の展開をAlcoa
との合弁会社であるAFL を通して行ってまいりましたが、当社はコア事業である情報通信事業を、またAlcoa
は同社のコア事業である自動車事業をそれぞれ単独にて展開していく旨の合意がなされたため。
２．解消の内容
当社はAFL
が行なっている情報通信事業を新たに設立される別会社として引継ぎ、AFL
は原則現行の自動車事業を引継いだAlcoa100%保有子会社となることで、AFL
におけるAlcoa との事業提携を解消いたします。
３．業務提携の解消日
平成17 年3 月末日（予定）
200/4/1 発表
America Fujikura Ltd.
2005年3月31日、AFL Telecommunications LLC において情報通信事業を引き継ぎ。
2006年2月1日、在米日系顧客向けワイヤーハーネス・電装部品製造販売を行なうFujikura Automotive America LLC とその製造工場の Fujikura Automotive Mexico. S. de R.L. de C.V. を設立し事業スタート。
2001/11/6 Alcoa
Alcoa and Chalco Form Strategic Alliance
Alcoa Inc. announced today that it has finalized agreements for a strategic
alliance with Aluminum Corporation of China Limited (Chalco). These agreements mark the
beginning of what both companies believe will be a long-term
strategic partnership.
Under the strategic alliance, Alcoa and Chalco are forming a 50/50
joint venture at Chalco's facility at Pingguo, which is one of the most
efficient alumina and aluminum production facilities in China.
Alcoa believes that the proposed joint venture will allow it to
benefit from the growth of China's aluminum market, the fastest
growing in the world. Alcoa will transfer management, operational
and technical expertise, and best practices to Chalco.
The parties have committed to significantly increase both the
refining and smelting capacities at Pingguo over the next few
years. Pingguo's current alumina refining capacity is
400,000 metric tons
per year (mtpy), with plans to double that capacity by 2003.
There are also plans to expand the 135,000-mtpy
aluminum smelter
at Pingguo by 220,000 mtpy, bringing total capacity to
355,000-mtpy by 2006.
2004/4/20
Alcoa Inc. and Aluminum Corporation of China Limited (Chalco) announced today that they have received approval from the China National Development and Reform Commission (NDRC) to proceed with formation of their proposed joint venture at the Pingguo Aluminum facility in the Guangxi Zhang Autonomous Region, in South China.
Pingguo's current alumina refining capacity is 850,000 metric tons per year (mtpy) and the capacity of the aluminum smelter is 135,000-mtpy.
As part of the alliance, Alcoa will also become the strategic investor in Chalco’s proposed global offering and listing on the New York Stock Exchange and The Stock Exchange of Hong Kong. An offshore subsidiary of Alcoa, Alcoa International (Asia) Ltd., will make the investment, which is expected to equal 8% of the issued and outstanding shares of Chalco after the global offering. In connection with its investment, Alcoa will also be entitled to one seat on Chalco’s board of directors. Aluminum Corporation of China, or Chinalco, the parent company of Chalco, will remain the largest shareholder in Chalco.
Alcoa's Chalco sale shows China's changing times
Alcoa Inc pocketed a cool US$1.8 billion this week when it sold its stake in Aluminum Corp of China Ltd -- a handsome return on a six-year investment.
But Alcoa's willingness to cut the ties on its partnership with China's aluminium and alumina powerhouse shows how much China has changed since Chalco, a unit of state-owned Aluminum Corp of China, first listed in Hong Kong.
But "China Inc's" ability to fund itself has permitted it to resume control over strategic sectors like minerals and steel, after a brief opening. Thus, Alcoa found its Chalco connection never translated into a stake in the promising Pingguo alumina project.
"It's never been laid out explicitly but the country doesn't want resources to be given over to foreign hands," Ren Baifang, analyst at Beijing metals consultancy Antaike, said.
"Alcoa doesn't really want to invest in Chalco, it wants to invest in the Chinese market. But the Chalco stake actually limited their flexibility to maneuver. They've had to act more like a fund than an investor in the sector," a consultant who advises foreign companies in the metals sector.
Alcoa and ORKLA ASA Agree
to Exchange Equity Stakes
Alcoa to Receive Orkla’s 50% Stake in Elkem Aluminum;
Orkla to Receive Alcoa’s 45% Stake in SAPA Extrusions
Business.
Alcoa today announced it has agreed with ORKLA ASA (Orkla) to
exchange their stakes in a Norwegian smelting partnership and a
Swedish extrusion joint venture in order to focus on their
respective areas of expertise and best practices. Alcoa will
receive Orkla’s 50 percent stake in Elkem
Aluminum ANS while Orkla will receive Alcoa’s 45 percent stake in the $3.7
billion SAPA extrusion profiles business. The transaction is
expected to be completed in the first quarter of 2009.
Elkem Aluminum, which will be 100 percent owned by Alcoa
following the transaction, includes aluminum smelters in Lista
and Mosjoen, Norway with a combined output of 282,000 metric
tons per
year (mtpy). Included in the transaction is Elkem’s stake in a newly opened anode
plant in Mosjoen in which Alcoa already holds an approximate 82
percent stake.
The addition of these assets increases Alcoa’s global smelting capacity to more than 4.7
million metric tons, making Alcoa the world’s largest primary aluminum
producer.
The SAPA Profiles
business, which will be 100 percent owned by Orkla following the
completion of the transaction, is a leading independent
manufacturer of aluminum extrusions and engages in extensive
processing operations, including surface treatment,
hydro-forming, friction-stir welding and CNC treatment.
Production takes place in 15 European countries, the US and
China. The SAPA joint venture was created in July 2007 when Alcoa
combined its soft alloy business with Orkla’s SAPA unit. Aluminum extrusions
are used for design solutions in virtually all sectors.