Core Insights - Stellantis reported full-year 2024 results that fell short of expectations, with significant declines in net revenues and profits, but achieved strategic milestones in product development and partnerships [1][4][5] - The company anticipates a return to profitable growth and positive cash generation in 2025, with a focus on market share and financial performance improvement [2][4] Financial Performance - Net revenues for 2024 were €156.9 billion, down 17% from €189.5 billion in 2023 [3][5] - Net profit decreased by 70% to €5.5 billion from €18.6 billion in 2023 [3][5] - Adjusted operating income fell 64% to €8.6 billion, with an adjusted operating income margin of 5.5%, down from 12.8% [3][5] - Industrial free cash flows were negative €6 billion, a decline of 147% from €12.9 billion in 2023 [3][5] Strategic Initiatives - Stellantis initiated the transition to next-generation products based on new STLA multi-energy platforms, offering various powertrain options [5][6] - The company launched a partnership with Leapmotor and began production of EV batteries through joint ventures [1][5] - A total of 10 new products are planned for launch in 2025 [7] Segment Performance - North America shipments decreased to 1.432 million units, down from 1.903 million units in 2023, with net revenues dropping to €63.5 billion [12] - Enlarged Europe also saw a decline in shipments to 2.576 million units from 2.814 million units, with net revenues falling to €59 billion [12] - The Middle East & Africa segment reported a decrease in net revenues to €10.1 billion, while South America saw a slight increase in shipments to 912,000 units [13][16] Future Outlook - Stellantis expects "Positive" net revenue growth and "Mid-Single Digits" adjusted operating income margin for 2025, reflecting early-stage commercial recovery amid industry uncertainties [5][4] - The company proposed a dividend of €0.68 per share, pending shareholder approval, representing a 5% yield [10]

该集团在美国和欧洲拥有的众多品牌组合是其同行中规模最大的。Stellantis起源于2021年菲亚特-克 莱斯勒（Fiat-Chrysler）与标致（Peugeot）所有者标致雪铁龙集团（PSA Group）的合并。对其进 行瘦身可能会降低复杂性，并使一些营销、开发和销售职能得以合并。 编 译 / 钱亚光 设 计 / 琚 佳 来 源 / w w w. r e u t e rs. c o m , w w w. t i m e sl i v e . c o . z a , w w w. d a i l y s a b a h . c o m 当Stellantis 董事长约翰·埃尔坎（John Elkann）面试CEO候选人以领导该集团时，决定这家汽车制 造商旗下14个品牌中有多少个有可行的未来是一项重要的优先事项。 但每个品牌——从诸如Jeep、Ram和标致（Peugeot）这样的畅销品牌，到苦苦挣扎的 DS、蓝旗亚 （Lancia）和阿尔法·罗密欧（Alfa Romeo）——都有自己的拥趸，这使得决定哪些品牌要放弃成为 了一个棘手的问题。 例如在欧洲，Stellantis 是仅次于大众汽车集团的第二大汽车制造 ...

阿里计划未来三年内在 AI 上投资 3800 亿元。 在阿里 2025 第三财季业绩会上阿里披露预计未来三年资本开支会超过过去十年总和，今日阿里巴 巴集团 CEO 吴泳铭正式宣布，未来三年阿里将投入超过 3800 亿元，用于建设云和 AI 硬件基础设 施，这也创下中国民营企业在云和 AI 硬件基础设施建设领域有史以来最大规模投资纪录。这笔钱 相当于阿里 2021 至 2024 财年经营利润总和。吴泳铭总结称阿里未来 AI 战略会围绕以下三个方 面：一是 AI 和云计算的基础设施建设，二是 AI 基础模型平台和 AI 应用，三是现有业务的 AI 转 型升级。 蜜雪冰城港股招股次日，融资申购额破万亿港元。 2 月 24 日，蜜雪冰城港股招股第二日，融资申购额超过 1.1 万亿港元，以公开发售的 3.45 亿港元 （总募资的 10%）计算，相当于超额认购超 3251 倍。蜜雪冰城计划于 3 月 3 日挂牌上市， 招股首 日超购千倍 。目前港股历史上冻资规模最高的是快手，2021 年快手香港 IPO 时面向散户的公开发 售部分同样获得超额认购，当时冻资 1.26 万亿港元。这个金额超过了宁德时代总市值。 南京德基销售 ...

Group 1 - Stellantis N.V. experienced significant stock performance fluctuations, rising from $6 during Covid lows to a peak of $30 a year ago, followed by a decline due to negative news [1] - The focus is on long-term growth and dividend growth investing, emphasizing the importance of profitability over low valuation [1] - Key metrics for evaluating stocks include margins, free cash flow stability and growth, and returns on invested capital [1] Group 2 - The article expresses a beneficial long position in Stellantis shares, indicating a personal investment interest [2] - There is no compensation received for the article, and the opinions expressed are solely those of the author [2] - The article does not provide investment recommendations or advice, highlighting the independent nature of the analysis [3]

Group 1 - Stellantis closed at $14.11, with a +1.44% change from the previous day, outperforming the S&P 500, Dow, and Nasdaq indices [1] - Over the past month, Stellantis shares have increased by 6.1%, while the Auto-Tires-Trucks sector has declined by 8.96% [1] Group 2 - The upcoming earnings report for Stellantis is scheduled for February 26, 2025, with projected earnings of $2.67 per share and revenue of $169.44 billion, reflecting a -58.48% and -17.4% change from the prior year [2] - Recent changes in analyst estimates for Stellantis are important as they indicate short-term business trends and analysts' confidence in the company's performance [3] Group 3 - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), shows Stellantis currently holds a Zacks Rank of 3 (Hold) [5] - The Forward P/E ratio for Stellantis is 5.21, compared to the industry average of 7.06, suggesting that Stellantis is trading at a discount [6] Group 4 - The Automotive - Foreign industry, part of the Auto-Tires-Trucks sector, has a Zacks Industry Rank of 144, placing it in the bottom 43% of over 250 industries [6] - The Zacks Industry Rank measures the strength of industry groups, indicating that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

倒计时14天 2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 活动主题： 聚集新 技术 探索新工艺 法系车意系车合并的Stellantis集团电动化转型加快。 起点锂电获悉， Stellantis旗下的雪铁龙ë-C3车型预计将电池供应商从蜂巢换成比亚迪，旗下 另一品牌菲亚特Grande Panda也是如此。 选择比亚迪的原因在于比亚迪强大的电池供应链系统，可从上游锂矿到下游电芯集成全部搞 定，综合实力优于Stellantis当前的供应商，规模化生产优势明显，易于压缩成本。 主办单位： 起点锂电、起点研究院（SPIR） 活动时间： 2025年2月28日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动规模： 500+人 Stellantis没有自产电池的能力，但其电池合作伙伴却给自身带来过安全隐患，前些时日因为三 星SDI电池故障问题，导致15.5万辆Stellantis旗下品牌汽车受到影响需要召回，比亚迪生产的 磷酸铁锂电芯质量优异，既能用于汽车也能用于储能，或将成为Stellantis的不错选择。 01 电动化转型磕磕绊绊 欧洲车企中，德系车对于电动化的反应较快，法系车和意系车较慢，一方面 ...

Group 1 - Stellantis stock closed at $13.09, reflecting a +0.93% change from the previous trading day, outperforming the S&P 500's daily gain of 0.03% [1] - Over the last month, Stellantis shares increased by 5.19%, while the Auto-Tires-Trucks sector lost 5.96% and the S&P 500 gained 4.19% [1] Group 2 - Stellantis is set to release its earnings report on February 26, 2025, with projected earnings of $2.67 per share and revenue of $169.44 billion, indicating declines of -58.48% and -17.4% from the prior year [2] - Recent changes to analyst estimates for Stellantis are important, as positive revisions can indicate a favorable business outlook [3] Group 3 - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has shown a strong track record, with 1 rated stocks averaging an annual return of +25% since 1988 [5] - Stellantis currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate having decreased by 5.74% over the past month [5] Group 4 - Stellantis is trading at a Forward P/E ratio of 4.86, which is lower than the industry average Forward P/E of 6.97 [6] - The Automotive - Foreign industry, part of the Auto-Tires-Trucks sector, has a Zacks Industry Rank of 190, placing it in the bottom 25% of over 250 industries [6] Group 5 - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Insights - Stellantis is the only automaker to advertise during Super Bowl 59, highlighting its commitment to the U.S. market amid industry challenges [1][2][3] - The decision to advertise was influenced by the abrupt departure of CEO Carlos Tavares and a desire to showcase a "comeback" narrative for the company [3][4][6] - Stellantis' marketing strategy has evolved to focus on storytelling and cultural relevance, moving beyond traditional vehicle promotion [4][8] Marketing Strategy - Chief Marketing Officer Olivier Francois emphasized the importance of returning to the Super Bowl as a sign of resilience for Stellantis [2][4] - The Super Bowl ad featured Harrison Ford, who initially declined a different pitch, leading to a collaborative script development process [10][11] - The ad's theme revolves around freedom and personal storytelling, with Ford discussing life experiences and the absence of an "Owner's Manual" [11][14] Competitive Positioning - The Jeep ad included subtle references to competitors, specifically the Ford Bronco, reinforcing the brand's identity and competitive spirit [12][14] - Stellantis' approach contrasts with other automakers that have been hesitant to invest in Super Bowl advertising due to previous disappointments with electric vehicle promotions [15][16] Financial Considerations - Stellantis has not disclosed the financial details of its Super Bowl advertising expenditures, which can reach up to $8 million for 30 seconds of airtime [18] - The company's leadership views marketing as an investment rather than a cost, indicating a strategic shift in how advertising is perceived within the organization [19]

Core Insights - Stellantis and Mistral AI are expanding their partnership to develop an AI-powered in-car assistant for drivers, building on over a year of collaboration on various AI-driven projects [1][2] - The AI assistant aims to provide a "real-time, voice-enabled user manual" that allows drivers to interact using natural language for inquiries about vehicle features and troubleshooting [3] - The partnership reflects a broader trend in the automotive industry where generative AI is expected to significantly impact product development, customer experience, and operational efficiency [5][6] Company Initiatives - Stellantis and Mistral AI have been exploring AI applications to enhance product quality and customer satisfaction, including optimizing part selections and detecting manufacturing errors in real time [4] - The companies are committed to making generative AI more accessible and valuable, indicating a strategic focus on integrating advanced technologies into their operations [5] Industry Trends - A PYMNTS report indicates that 93% of automotive stakeholders believe generative AI will have a significant impact on the industry, with 75% planning to integrate it into their operations within the year [6] - Voice capabilities in vehicles are gaining traction, with 15% of U.S. consumers having used such features in the past year, highlighting a growing consumer interest in voice-activated technology [7]

编译 / 钱亚光 设计 / 师 超 来源 / www.ionna.com, www.autonews.com, electrek.co 公共充电设施不足、运行状况不良是美国电动汽车车主面临的一个问题，也是美国电动汽车推广的一个主要障碍。据 J.D. Power 的数据，2024 年第三 季度约有五分之一的充电尝试未能成功，主要原因是充电桩离线或损坏。 2月4日，8家全球汽车制造商齐聚美国北卡罗来纳州阿佩克斯的首个 IONNA 充电站和位于北卡罗来纳州达勒姆的新总部及客户体验实验室，共同举行 剪彩仪式，标志着其在美国本土打造一流的充电网络，由设计、工程到建设全部完成，从公开测试阶段过渡到全国充电网络部署阶段。 IONNA 是一家新兴的合资企业，2023 年 7 月首次宣布成立。它相当于北美汽车制造商充电网络联盟，创始成员包括宝马、通用汽车、起亚、本田、现 代、奔驰、Stellantis和丰田。它与欧洲的IONITY类似，那是由七家汽车制造商支持的欧洲充电网络。 汽车制造商们表示，计划利用联邦和州政府在公共充电方面的投资，结合自身公共和私人资金，迅速开发并实施一个覆盖北美的"高功率"电动汽车充电 网络。每个即将建 ...