跟进：SpaceX 与特斯拉合并谈判取得进展，知情人士称最快 12 月宣布
路透社11月12日报道，彭博社引述知情人士消息称，太空探索技术公司 SpaceX 与电动车制造商特斯拉（Tesla）的合并谈判取得进展，交易最快可能在12月宣布。报道同时称，两家公司也讨论过把宣布时间推迟到2027年初的方案。截至报道发出时，尚无任何协议达成，SpaceX 与特斯拉对置评请求均未立即回应。
若合并成行，伊隆·马斯克（Elon Musk）旗下的超级智能、机器人、电动车与航天业务将置于同一家公司之下。按最近一个收盘价计算，SpaceX 市值约1.90万亿美元，特斯拉约1.55万亿美元，合并体量将位居全球企业合并前列。报道指出，这项交易面临不小的监管门槛，包括 SpaceX 承接的美国国防合同，以及特斯拉对中国市场的依赖。
这宗合并案的进程自今年10月起公开化。马斯克10月在 SpaceX 第三季度财报电话会上表示，与特斯拉合并是「一个好主意」，并确认两家公司已各自成立由独立董事组成的特别委员会，讨论合并事宜；特斯拉随后在季度报告中披露，其董事会已设立特别委员会，评估深化与 SpaceX 的关系，包括可能的业务合并。马斯克同时表示，他身兼两家公司负责人、存在利益冲突，不参与特别委员会的讨论；交易条款尚未谈定，合并也不是必然结果。
两家公司之间已有实质业务纽带：双方设有芯片制造合资企业 Terafab，马斯克在财报会上称，该合资企业预计明年5月至6月产出首批测试芯片。特斯拉定于12月3日召开年度股东大会。这宗合并能否推进，取决于两家公司特别委员会的结论以及后续的监管审查。
关联：马斯克称SpaceX与特斯拉合并是「好主意」：两家董事会已设特别委员会评估
关联：跟进：马斯克公开力挺SpaceX与特斯拉合并惹谈判内部反弹：知情人士称或拖慢进程数周
（来源：路透社）
Follow-Up: SpaceX-Tesla Merger Talks Advance; Deal Could Be Announced as Early as December, Sources Say
Reuters reported on November 12 that SpaceX and Tesla are progressing in their merger negotiations and that a deal could be announced as early as December, according to Bloomberg News, citing people familiar with the matter. The companies have also discussed a scenario in which the announcement slips into early 2027, the report said. No agreement has been reached, and neither SpaceX nor Tesla immediately responded to requests for comment.
A merger would unify Elon Musk's super intelligence (SI), robotics, electric vehicle and aerospace businesses under a single corporate roof. As of the last close, SpaceX had a market value of about $1.90 trillion and Tesla about $1.55 trillion, putting the combined company among the largest corporate mergers ever attempted. The proposed deal faces steep regulatory hurdles, including SpaceX's U.S. defense contracts and Tesla's reliance on China, according to the report.
The process became public in October. On SpaceX's third-quarter earnings call last month, Musk said a merger with Tesla would be "a good idea" and confirmed that both companies had formed special committees of independent directors to discuss a union. Tesla disclosed in its quarterly filing that its board had formed a special committee to explore deepening its relationship with SpaceX, including a possible business combination. Musk has said he does not take part in the committees' discussions because he leads both companies and is a conflicted party, that no terms have been agreed, and that a merger is not certain.
The two companies already operate a chip manufacturing joint venture, Terafab; Musk said on the call that the venture should produce its first test chip around May or June of next year. Tesla is scheduled to hold its annual shareholder meeting on December 3. Whether the merger advances now rests with the two special committees and, after that, with regulators.
Related: Musk Calls a SpaceX-Tesla Merger 'a Good Idea' as Both Boards Form Special Committees to Review It
(Source: Reuters)
来源：路透社
发布：GSM·美国（发布链接）
图片来源：图：NASA 的 SpaceX Crew-10 任务中，猎鹰9号火箭搭载「龙」飞船发射升空（NASA，公共领域）。 / Photo: A SpaceX Falcon 9 rocket launches NASA's SpaceX Crew-10 mission to the International Space Station (NASA, public domain).
GSM Global · 本篇英文版 English edition of this story
- 2026-10-20 22:12马斯克称SpaceX与特斯拉合并是「好主意」：两家董事会已设特别委员会评估
- 2026-10-22 01:54跟进：马斯克公开力挺SpaceX与特斯拉合并惹谈判内部反弹：知情人士称或拖慢进程数周
- 2026-11-12 19:26跟进：SpaceX 与特斯拉合并谈判取得进展，知情人士称最快 12 月宣布本篇
