每经记者｜董天意 实习生 张艺彤 每经编辑｜余婷婷 | 2025年10月16日 星期四 | NO.1 到2027年底全国将建成2800万个充电设施 NO.3 阿维塔与京东零售签署合作协议 10月15日，阿维塔官方宣布，阿维塔科技已与京东零售在北京签署合作协议，双方将围绕汽车全渠道营 销、售后服务、采购供应链及海外业务等领域展开全面合作，这是阿维塔完善用户生态、加速渠道布局 的重要里程碑，旨在通过资源深度整合优化用户体验，共同打造智能出行新范式。与此同时，阿维塔为 京东员工车主举行了批量购车交付仪式。 10月15日，据国家发展改革委网站消息，为落实《提振消费专项行动方案》有关要求，加大力度完善电 动汽车充电设施服务网络，提升消费品质，促进电动汽车更大范围内购置使用，国家发展改革委等部门 研究制定了《电动汽车充电设施服务能力"三年倍增"行动方案（2025—2027年）》。其中提出，补强城 市快速充电网络，建设快充为主、慢充为辅、大功率充电为有益补充的城市公共充电网络，实现城市各 类停车场景全面覆盖。到2027年底，在全国范围内建成2800万个充电设施，提供超3亿千瓦的公共充电 容量，满足超过8000万辆电动汽车充 ...

The company could default on agreements made to keep a factory footprint in Ontario, said Industry Minister Melanie Joly. ...

Stellantis is recalling more than 298,000 Dodge vehicles in the US over a glitch in the park function that could cause vehicles to roll away, the National Highway Traffic Safety Administration said Wednesday.Certain 2013-2016 Dodge Dart vehicles are included in the recall.About 2% of the 298,439 units – or approximately 5,969 cars – are estimated to have the defect, the Detroit-based automaker said in a recall report.Certain 2013-2016 Dodge Dart vehicles are included in the recall. MediaNews Group via Getty ...

Core Points - Stellantis announced a $13 billion investment in US manufacturing over the next four years, marking the largest investment in the company's history [1][2] - The investment aims to increase domestic production by 50%, launch five new vehicles, and create over 5,000 jobs across multiple states [1][2] Investment Details - Over $600 million will be allocated to reopen a plant in Belvidere, Illinois, creating 3,300 jobs by 2027 [6] - A $400 million investment will support the assembly of a new mid-size truck in Toledo, Ohio, expected to generate 900 jobs by 2028 [8] - Nearly $100 million will fund the production of a new electric vehicle and large SUV in Warren, Michigan, supporting 900 jobs by 2028 [9] - Approximately $130 million will be invested in the Detroit plant for the next-generation Dodge Durango, set to be manufactured by 2029 [9] - A $100 million investment will enable the production of new four-cylinder engines in Kokomo, Indiana, starting in 2026, creating over 100 jobs [11] Strategic Context - The investment aligns with President Trump's push for US companies to increase domestic manufacturing, responding to tariffs that have impacted supply chains [3][4] - Stellantis CEO Antonio Filosa emphasized the importance of accelerating growth in the US since taking over in June [3] - The company operates 34 factories across 14 states, employing over 48,000 workers, and aims to strengthen its manufacturing footprint in the US [13]

Stellantis is going all-in on a U.S. comeback. The parent company of Jeep, Dodge, and Chrysler plans to spend $13 billion over the next four years to boost American production and add more than five-thousand jobs - the biggest U.S. investment in its 100-year history. The automaker says it’ll increase domestic output by 50 percent, rolling out five new vehicles and 19 product updates across plants in Illinois, Ohio, Michigan, and Indiana through 2029. The plan includes reopening the Illinois plant for ne ...

Core Insights - Stellantis plans to invest $13 billion to enhance its U.S. manufacturing capabilities over the next four years, marking the largest single investment in the company's history [1] - The investment aims to support the introduction of five new vehicles, the production of a new four-cylinder engine, and the creation of over 5,000 jobs across several states [1][3] Investment Details - The investment will increase Stellantis' annual finished vehicle production by 50% compared to current levels [3] - More than $600 million will be allocated to reopen the Belvidere Assembly Plant for Jeep Cherokee and Jeep Compass production, expected to create around 3,300 jobs [6] - Nearly $400 million will be used for a new midsize truck assembly, shifting production to the Toledo Assembly Complex, potentially creating over 900 jobs [7] - In Michigan, an investment of nearly $100 million will support the development of a new range-extended electric vehicle and large SUV, adding over 900 jobs [9] - Indiana will see over $100 million invested in producing the new four-cylinder engine, expected to create more than 100 jobs [10] Market Context - The investment comes in response to tariffs imposed by the Trump administration, which Stellantis estimates could cost the company $1.7 billion this year [5] - In the previous year, over 40% of Stellantis' 1.2 million U.S. vehicle sales were imports from Mexico and Canada, which are subject to 25% tariffs [5] Current Operations - Stellantis currently operates 34 manufacturing facilities, parts distribution centers, and R&D locations across 14 states, employing over 48,000 people [12]

Group 1: Stellantis and Canadian Backlash - Stellantis N.V. is facing significant opposition from Canada due to its decision to shift Jeep Compass production from Brampton, Ontario, to Illinois, threatening approximately 3,000 jobs [2][6] - Canadian Prime Minister Mark Carney stated that the production move is a "direct consequence" of existing U.S. tariffs, impacting the auto sector until a new North American trade agreement is reached [2][6] - Ontario Premier Doug Ford expressed disappointment and confirmed that no provincial funding would be allocated to Stellantis until assurances regarding the Brampton plant's future operations are provided [2] Group 2: Federal Reserve Insights - Federal Reserve Governor Stephen Miran projects a "material decline" in services inflation in the coming quarters, primarily driven by easing housing costs [3][6] - Miran believes that two more interest rate cuts this year are "realistic" and emphasized the urgency of reaching a neutral interest rate quickly, estimating it at approximately 0.5% [3][6] - Miran dissented at the recent FOMC meeting, advocating for a larger 50 basis point rate cut instead of the adopted 25 basis point reduction [3] Group 3: Oracle and TikTok - A ByteDance executive acknowledged Oracle's "vital role" in TikTok's expansion, with Oracle leading a proposed deal to control approximately 80% of TikTok's U.S. business [4][6] - The arrangement aims to address U.S. national security concerns regarding potential Chinese government access to user data [4][6] - Under the proposed deal, Oracle would manage and safeguard U.S. user data under its existing "Project Texas" initiative [4] Group 4: Prologis Market Activity - Prologis Inc. CEO Hamid R. Moghadam announced discussions for nearly 30 million square feet of new deals, following a strong third quarter with record lease signings totaling 62 million square feet [5][6] - The company reported a period-end occupancy rate of 95.3% and is expanding its strategic focus into data centers [5] Group 5: Turkey's Rare Earth Element Development - Turkey is in advanced talks with the United States to jointly develop its substantial rare earth reserves in Beylikova, Eskişehir province, which are considered the world's second-largest after China's [8] - This strategic pivot towards the U.S. follows stalled negotiations with China and Russia over technology transfer demands [8] - Ankara is prioritizing local refining capacity and technology transfer in any new agreement [8] Group 6: Ukraine's Energy Needs - Ukraine is seeking U.S. gas supplies via Greece, with discussions between Ukrainian President Volodymyr Zelensky and Greek Prime Minister Kyriakos Mitsotakis [9] - Ukraine's state-owned Naftogaz reported recent Russian attacks on its gas production infrastructure, necessitating a need for at least 13.2 billion cubic meters in gas storage for the upcoming winter [9] - Greece aims to replace Russian gas imports with American LNG and facilitate its onward transmission to Ukraine through the North-South corridor [9]

Stalantis is going allin on a US comeback. The parent company of Jeep, Dodge, and Chrysler plans to spend $13 billion over the next four years to boost American production and add more than 5,000 jobs, the biggest US investment in its 100year history. The automaker says it'll increase domestic output by 50%, rolling out five new vehicles and 19 product updates across plants in Illinois, Ohio, Michigan, and Indiana through 2029. The plan includes reopening the Illinois plant for new Jeep models, adding a mid ...

Core Viewpoint - The announcement by Stellantis to transfer production of the Jeep Compass from Canada to the US is seen as a significant loss for Canadian auto jobs, attributed to the impact of US tariffs and trade policies under Donald Trump [1][2][4]. Group 1: Stellantis Investment and Job Creation - Stellantis is making its largest investment in the US, amounting to $13 billion, which is expected to create 5,000 jobs in the Midwest [1]. - The decision to move the Jeep Compass production from Brampton, Ontario, to Illinois is part of this investment strategy [1]. Group 2: Impact on Canadian Auto Workers - Unifor, representing Canadian autoworkers, has criticized the move, stating that Canadian jobs are being sacrificed due to US trade policies [2]. - Ontario's Premier Doug Ford expressed disappointment, emphasizing the negative impact on the 157,000 workers in Ontario's auto sector [3]. Group 3: Trade Policy and Tariffs - The current US tariffs have created uncertainty for Canadian autoworkers, and the reshoring of auto jobs is a key aspect of Trump's trade policy [3][5]. - Mark Carney, who is involved in trade discussions, noted that Stellantis's decision is a direct consequence of these tariffs [4]. Group 4: Future Outlook for Canadian Auto Industry - Experts suggest that Canada should prepare for a gradual loss of auto assembly jobs, as US tariffs are unlikely to change [5]. - There is a recommendation for Canada to focus on becoming a key supplier of auto parts for US assembly plants [6].

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...