A key supplier of Stellantis is nearing an agreement with its lenders to restructure its liabilities https://t.co/YVQ0EXILo1 ...

Group 1 - Stellantis NV will adopt NACS ports on its EVs, allowing access to Tesla's Supercharger network [1] - Jeep Wagoneer EV and Dodge Charger Daytona customers in North America will have access to the network starting in 2026 [2] - The network will expand to Japan and South Korea in 2027, providing access to over 28,000 Tesla Superchargers across five countries [3] Group 2 - Stellantis issued a recall for over 320,065 units of Grand Cherokee 4Xe and Jeep Wrangler 4Xe due to hybrid battery fire risks [4] - The company plans a $13 billion investment in the U.S. to boost production by 50% and reduce tariff exposure [5] - Stellantis has partnered with Pony AI Inc. to develop level 4 autonomous vans, with initial testing in Luxembourg and expansion planned for 2026 [5]

Core Insights - Jeep has officially revealed its new all-electric SUV, the 2026 Jeep Recon, with a starting price of $65,000, marking a significant step in the brand's electrification strategy [1][2]. Product Details - The 2026 Jeep Recon features classic Jeep design elements such as removable doors and an open-air roof, while also promising enhanced off-road capabilities through electric power [2]. - The vehicle is equipped with electric motors that produce 650 horsepower and 620 foot-pounds of torque, offering performance comparable to some V-6 and V-8 sports cars, but with a range of up to 250 miles on a single charge [5][6]. Market Context - The Recon is part of Jeep's turnaround plan following years of declining sales, with the brand having experienced a 40% drop in sales since reaching a peak of over 973,000 SUVs sold in 2018 [3][10]. - The introduction of the Recon comes amid a broader market decline in EV sales, influenced by the expiration of federal incentives for electric vehicle purchases [7][8]. Strategic Positioning - Jeep's parent company, Stellantis, is reducing investments in EVs due to changing market conditions, which may impact the sales of the Recon [7]. - The Recon is positioned as a key product in Jeep's electric portfolio, alongside the sportier Wagoneer S, as the brand aims to stabilize and grow its market presence [8][9]. Sales Performance - Jeep's sales through the third quarter of the current year have seen a slight increase of less than 0.5% compared to the previous year, but the brand's U.S. market share has declined from 5.4% in 2019 to 3.7% since 2024 [10][11].

SOURCE Stellantis Accessibility StatementSkip Navigation Tesla Supercharger network availability will start in 2026 with existing North American BEVs, such as Jeep Wagoneer S and Dodge Charger Daytona, followed by the 2026 Jeep Recon and other future products. Additional details on network accessibility and adapter information for current Stellantis BEV models across brands in North America, Japan and South Korea will be shared later. AUBURN HILLS, Mich., Nov. 18, 2025 /PRNewswire/ -- Stellantis announces ...

Core Viewpoint - The automotive industry is experiencing heightened tensions in supply chain dynamics, with major companies like General Motors and Tesla taking steps to reduce reliance on Chinese suppliers amid escalating geopolitical tensions and trade disputes [1][2][6]. Supply Chain Dynamics - General Motors has instructed thousands of suppliers to eliminate Chinese components from their supply chains, with some suppliers required to completely sever ties with China by 2027 [1]. - Tesla is also moving to stop using Chinese parts in its U.S. production lines, aiming to fully replace them with components from other countries within 1 to 2 years [1]. - European automakers Stellantis, BMW, and Volkswagen have collectively demanded suppliers to replace all Chinese-made semiconductors within the next 18 months, pushing for a "China-free" supply chain [2]. Geopolitical Context - The push to reduce dependence on Chinese supply chains is part of a broader trend among Western countries to bring manufacturing back home, driven by rising geopolitical tensions and supply chain vulnerabilities highlighted by recent events, such as the disruption caused by Nexperia, a subsidiary of China's Wingtech Technology [4][6]. - The automotive industry is viewed as a strategic sector that must be reclaimed to stabilize the manufacturing base in the U.S. and Europe [9]. Challenges in Supply Chain Rebuilding - The automotive supply chain is deeply globalized and complex, making it difficult for Western countries to quickly establish alternative sources to replace Chinese components [3][10]. - The U.S. automotive industry relies heavily on imports, with approximately 60% of parts sourced from abroad, including over 40% from Mexico and about 11% from China [10]. Economic Importance of the Automotive Sector - The automotive industry is crucial for national economies, contributing significantly to GDP and employment. For instance, it accounts for about 10% of GDP in China and Germany, and 20% in Japan [8]. - The sector's comprehensive nature means that rebuilding the automotive supply chain could stimulate multiple industrial sectors [8]. Future Outlook for Chinese Enterprises - Despite the challenges posed by supply chain restructuring, Chinese automotive companies are expected to leverage their manufacturing efficiency and scale to maintain a competitive edge, particularly in the electric vehicle sector [20]. - The shift in supply chains may compel Chinese firms to enhance their capabilities in higher-value segments, such as automotive chips and electric systems, as they adapt to the changing landscape [20].

Group 1 - Domestic companies are continuously advancing in the Robotaxi sector, with new entrants emerging and announcing their future plans, including major manufacturers, ride-hailing platforms, and intelligent driving suppliers [1] - Key players in the domestic Robotaxi market include Luobo Kuaipao, Pony.ai, and WeRide, with significant increases in revenue and orders expected by 2024: Pony.ai's passenger fare revenue is projected to increase by over 300% year-on-year by Q2 2025, while WeRide's Robotaxi-related revenue is expected to rise by 364% in the first half of 2025, and Luobo Kuaipao's order volume is anticipated to exceed 2.2 million by Q2 2025, a year-on-year increase of 148% [1] - New entrants in the domestic market include XPeng, Momenta, Qianli Technology, Didi, Hello, and Cao Cao Mobility, all of which have publicized their future plans [1] Group 2 - In the U.S., Tesla and Waymo are accelerating their progress, with Tesla planning to operate in Austin by June 2025 and expand to Nevada, Florida, and Arizona by the end of 2025, aiming for a fleet of 1,500 vehicles by the end of 2025 and starting mass production of Cybercab in Q2 2026; Waymo's fleet size and weekly order volume are expected to double in 2025, with ongoing updates on city openings for 2026 [2] - Uber has announced its entry into the Robotaxi market, partnering with Lucid, Stellantis, NVIDIA, and Nuro, while U.S. government policies are gradually relaxing, including simplified exemption procedures [2] Group 3 - Robotaxi participants are also accelerating deployments in the Middle East, Europe, and parts of Asia, with specific locations including the UAE, Saudi Arabia, Switzerland, Luxembourg, Germany, the UK, Singapore, Japan, and South Korea; Abu Dhabi has allowed manufacturers to conduct commercial operations without a driver [3] - WeRide plans to increase its fleet in the Middle East to 1,000 vehicles by 2026, with a target of several thousand by 2030 [3]

导语："骨折式"降价，彻底颠覆了超豪华品牌高高在上的形象。 商业世界的前沿阵地 以下文章来源于每日商业必读 ，作者余生 每日商业必读 . " 35.88 万，玛莎拉蒂纯电 SUV 开回家！" 近日，全国多地玛莎拉蒂门店在社交媒体刷屏，旗下纯电 SUV 车型 Grecale Folgore 以惊人的 35.88 万元裸车价引发热议。 这个价格相较于官方指导价的 89.88 万元，暴降 54 万元，相当于打了 4 折。 曾经对标保时捷的超豪华品牌，如今价格直接杀入小米、蔚来、理想等国产新势力的主力区间。这场"骨折式"降价，彻底颠覆了超豪华品牌高高在 上的形象。 从云端坠落凡间 玛莎拉蒂的这次降价，堪称"腰斩式"促销。 据蓝鲸新闻报道，此次低价源于新店开业的特批现车资源。有经销商透露，他们门店 10 月开业，这批特价车约有七八十台，现车已售出一半左 右，不仅有本地客户，还有许多外地客户前来订购，可见降价确实带来了一波销售热潮。 不过，消费者需要留意的是， 35.88 万仅为基础裸车价，需额外支付选配费用才能达到燃油版外观水准，最终落地价约 40 万元。 此次降价背后，其实是玛莎拉蒂在中国市场的节节败退。 回顾辉煌时 ...

Stellantis Chairman John Elkann urged the European Commission on Monday to give carmakers more flexibility on emissions targets, saying interim goals fixed for 2030 should be averaged over several years. ...

Core Insights - Jeep is attempting a significant comeback after years of declining sales and market share, with a focus on realigning pricing and launching new products [1][2][3] - The brand's sales have seen a slight increase recently, but overall performance remains below expectations, with ongoing quality issues [5][6][17] Sales Performance - Jeep has experienced six consecutive years of sales declines in the U.S., with a 40% drop in sales from a peak of over 973,000 units in 2018 to less than 590,000 units last year [2][17] - Sales through the third quarter of this year were up less than 0.5% compared to the previous year, while market share has decreased from 5.4% in 2019 to 3.7% in 2024 [17] Product Strategy - The company is undergoing its largest product launch in a decade, including the redesigned Jeep Cherokee and the all-electric Recon SUV [3][12] - The new product lineup is designed to be less expensive and simpler, addressing previous confusion among buyers and dealers [5][12] Pricing and Market Position - Jeep has realigned pricing across its lineup, with average transaction prices (ATPs) around $54,000 in 2023-24, which is above the industry average of approximately $48,500 [18] - The brand's ATPs have decreased to less than $49,800 through the third quarter of this year, indicating a shift in pricing strategy [18] Quality and Reliability - Jeep ranked last among 32 major automotive brands in Consumer Reports' annual grading, highlighting ongoing quality and reliability issues [6] - The company is addressing these issues but acknowledges that improvements take time [5][6] Marketing and Brand Image - Jeep's marketing efforts include campaigns featuring LL Cool J, aiming to revitalize the brand's image and connect with consumers [14][15] - The brand's comeback narrative is emphasized by its leadership, focusing on product quality and consumer engagement [20][21] Inventory and Production - Jeep's inventory levels are notably high, with a days' supply of 146 days in October, indicating potential overstocking [19][20] - The production strategy is flexible, allowing for adjustments based on demand for electric vehicles and traditional models [10][11]

Core Insights - Maserati is significantly reducing the price of its Grecale Folgore electric SUV to 358,800 yuan, aiming to boost sales in the Chinese market, where it has faced a dramatic decline in sales [1][2][6] Group 1: Pricing Strategy - The starting price for the Maserati Grecale Folgore is set at 358,800 yuan, which is a substantial discount from the official price of 898,800 yuan, representing a reduction of 540,000 yuan [2][6] - The final price after additional options is expected to be around 400,000 yuan, maintaining a competitive edge in the market [4] Group 2: Market Position and Competition - The Grecale Folgore is now positioned in the 300,000 to 400,000 yuan range, competing with new energy vehicle brands like Xiaomi, NIO, and Li Auto [8] - Maserati's sales in China have plummeted by over 70% since 2018, with only 1,209 units sold in 2024, indicating a severe decline in market presence [6][8] Group 3: Sales Performance and Challenges - The brand's sales peaked in 2017 with 14,400 units sold, but have since faced significant challenges, leading to financial losses for the parent company Stellantis [6][8] - Maserati's current sales strategy includes targeting a broader customer base, including a notable percentage of female buyers in China [8]