与PSA不同，FCA与东风集团此前并无合资合作。Jeep是FCA旗下的一个SUV品牌，2021年后随着PSA与FCA合并成为 Stellantis集团旗下品牌之一。 在中国市场，FCA曾与广汽集团合资打造了运营Jeep品牌的广汽菲克。广汽菲克2017 年销量达22.2万辆，但此后便不断下 滑，2021年销量仅约2万辆，公司在2022年进入破产程序，今年被法院裁定宣告破产。 "如果传闻属实，Jeep品牌寻求与东风合作，可以视为一种理性自救的行为。硬派越野电动化，必须借助中国供应链，否则 其2027年连上桌机会都没有。东风有猛士、岚图双平台，能做到三电、底盘、验证一条龙。"国际注册创新管理师、鹿客 岛科技创始人兼CEO卢克林对经济观察报表示。 传闻显示，围绕Jeep品牌与东风集团的合作，Stellantis集团不再寻求绝对控制权，而是愿意采取类似于奇瑞与捷豹路虎那 样的"合资2.0"模式：法方主导造型与底盘调校，保持法系车设计基因；中方则主导三电系统、智能座舱、自动驾驶等电动 化核心技术，双方计划2027年一季度推出首款硬派越野新车，开发周期压缩至18个月，对标中国新势力速度。 卢克林认为，追求速度与成本比死守主 ...

Stellantis集团(STLA.US)正推进重组计划，此举引发法国员工担忧：在新任首席执行官安东尼奥.菲洛萨 (Antonio Filosa)推动这家陷入困境的车企重回正轨的过程中，法国本土业务或将受损。 菲洛萨自今年6月上任以来，正对这家由菲亚特克莱斯勒(Fiat Chrysler)与PSA集团合并而成的庞大企业 展开深度评估。Stellantis旗下拥有14个汽车品牌，包括标致(Peugeot)和吉普(Jeep)。这位出身意大利、 深耕菲亚特克莱斯勒多年的高管，已提拔多名曾在南美共事的同僚担任欧洲区管理职位。 法国企业高管与管理人员工会(CFE-CGC)表示，这些人事调整引发了担忧——法国的专业技术与利益正 被边缘化。 该工会(主要代表白领员工利益)在一份声明中指出，此次调整"可能令PSA与菲亚特克莱斯勒合并后形成 的平衡局面面临挑战，尤其是在汽车生产制造与未来车型研发领域"。声明称，法国的专业技术"正被排 挤至边缘"，且外界担心"部分法国乃至欧洲工厂的地位可能变得不稳定"。 美国总统唐纳德.特朗普政府与意大利总理乔治娅.梅洛尼(Giorgia Meloni)政府，正就未来生产决策与 Stellant ...

Market Movements - US stock index futures are all up ahead of the market opening, with Dow futures rising by 0.11%, S&P 500 futures by 0.08%, and Nasdaq futures by 0.09% [1] - European indices show mixed results, with Germany's DAX down by 0.25%, UK's FTSE 100 down by 0.01%, and France's CAC40 remaining unchanged [2][3] - WTI crude oil has decreased by 1.17% to $60.79 per barrel, while Brent crude oil has fallen by 1.09% to $64.51 per barrel [3][4] Company News - Tesla's wholesale sales in China rebounded in September, increasing by 2.8% year-on-year to 90,812 vehicles, ending a two-month decline [8] - Google has been designated as the first company with "strategic market status" in the UK, leading to stricter scrutiny of its online search and advertising business by the Competition and Markets Authority [9] - Qualcomm is under investigation for failing to legally report its acquisition of Autotalks, causing its stock to drop nearly 2% in pre-market trading [9] - Applied Digital reported a significant revenue increase of 84% year-on-year in Q1, driven by surging demand for data center services to support generative AI applications [10] - Stellantis announced a 13% year-on-year increase in global vehicle deliveries in Q3, attributed to new model launches and strong demand in North America [11] Economic Insights - Nuveen Asset Management's CIO suggests that robust corporate earnings, particularly from large tech companies, will likely sustain the US stock market's upward trend into year-end [5] - A report from the Boston Fed indicates rising inflation expectations pose a greater risk to the Fed's ability to control prices, with consumer expectations for one-year inflation increasing [6] - The upcoming release of the US Consumer Price Index (CPI) for September is anticipated to occur on schedule, despite the federal government shutdown [6]

Group 1 - Major U.S. stock index futures are showing slight increases, with Dow futures up 0.14%, S&P 500 futures up 0.13%, and Nasdaq futures up 0.16% [1] - Chinese concept stocks are mixed in pre-market trading, with Alibaba down 2.31%, Pinduoduo down 1.34%, JD.com down 0.32%, Ctrip up 2.80%, Baidu down 2.57%, and Li Auto up 0.47% [1] - Stellantis shares rose 3.4% after reporting a 13% year-on-year increase in global deliveries to 1.3 million units in Q3, with North American deliveries up 35% to 403,000 units [1] Group 2 - Spot silver prices have risen nearly 4% to over $51 per ounce [2] - Google is tightening its remote work policy, which may impact employee work-from-anywhere allowances, leading to a 0.2% increase in its stock price [2] - Intel shares increased by 2.1% following the announcement of its first 1.8nm process chip, which boasts a 50% performance improvement at the same power level compared to its predecessor [2] Group 3 - Qualcomm is under investigation for allegedly violating antitrust laws related to its acquisition of Autotalks, resulting in a drop of over 3% in its stock price [2] - The U.S. is investigating 2.88 million Tesla vehicles equipped with "full self-driving" systems due to safety violation reports, causing Tesla's stock to decline by 0.3% [3] Group 4 - Bernstein has lowered its target price for Ferrari from $554 to $475 [4]

汽车制造商Stellantis(STLA.US)盘前涨3.4%，报10.95美元。消息面上，Stellantis公布第三季度销量初步 数据，全球交付量同比增长13%至130万辆。其中，北美地区交付量同比增长35%至40.3万辆，欧洲地区 交付量同比增长8%至53.4万辆。(格隆汇) ...

智通财经APP获悉，Stellantis(STLA.US)周五表示，其第三季度全球汽车销量同比增长 13%，这一增长 得益于新车型的推出以及北美市场需求的增加，这表明在经历了数个季度的销售下滑后，业务已开始复 苏。这家法意美合资汽车制造商估计，在 7 月至 9 月期间，其共交付了 130 万辆汽车。第三季度的销量 和营收最终数据将于 10 月 30 日公布。 Stellantis补充称，尽管如此，部分收益仍被轻型商用车需求疲软以及一些欧洲主要国家销量下滑所抵 消。 在其他地区，南美洲的交付量下降了 3%，降至 25.2 万辆。Stellantis表示，这是由于去年同期的交付量 基数较高，当时该公司在里约格兰德苏尔发生洪灾后恢复了延迟交付的订单。 这一表现表明，自 6 月以来由新首席执行官Antonio Filosa领导的Stellantis或许正在恢复发展势头，尤其 是在其最重要的市场之一，此前该集团一直在应对包括库存过剩和车型更替等影响，这些因素在前几个 季度对销量造成了压力。 在欧洲，交付量同比增长 8%，达到 534，000 辆，得益于四款新紧凑型车型的推出——Citroen C3、 Citroen C ...

格隆汇10月10日｜斯泰兰蒂斯(STLA.US)：第三季度合并出货量预计为130万辆，同比增长13%。第三 季度北美地区合并出货量预计为40.3万辆，同比增长35%。 ...

Core Insights - Stellantis reported a 13% year-on-year increase in global shipments during the third quarter, reaching an estimated 1.3 million units [1] Company Performance - The automaker's global shipments for the third quarter amounted to approximately 1.3 million units, reflecting a significant growth compared to the same period last year [1]

Core Insights - Stellantis reported an estimated consolidated shipment of 1.3 million units for Q3 2025, marking a 13% year-over-year increase [2][3][6] - The significant growth was primarily driven by North America, which saw a 35% increase in shipments [2][6] - Other regions, including Enlarged Europe and Middle East & Africa, also contributed to the overall growth, while South America experienced a slight decline [2][6] Shipment Breakdown - Consolidated shipments for Q3 2025: 1,300 thousand units, up from 1,148 thousand units in Q3 2024, a change of 152 thousand units [3] - North America shipments: 403 thousand units, an increase of 104 thousand units (35%) compared to Q3 2024 [3][6] - Enlarged Europe shipments: 534 thousand units, an increase of 38 thousand units (8%) year-over-year [3][6] - Middle East & Africa shipments: 94 thousand units, up 16 thousand units (21%) year-over-year [3][6] - South America shipments: 252 thousand units, a decrease of 7 thousand units (3%) year-over-year [3][6] - China and India & Asia shipments: 14 thousand units, an increase of 1 thousand units (7%) [3][6] - Maserati shipments: 1.7 thousand units, a decrease of 0.4 thousand units (19%) [3][6] Regional Performance - North America showed a strong rebound, attributed to normalized inventory dynamics and initial deliveries of new models [6] - Enlarged Europe’s growth was driven by the production of new B-segment vehicles, despite lower shipments of Light Commercial Vehicles [6] - Middle East & Africa's growth was primarily due to increased local production in Algeria and positive market conditions in Türkiye and Egypt [6] - South America’s decline was influenced by a high comparison base from the previous year due to shipment recovery after a flood [6]

继更换全球掌门人后，Stellantis集团的深度调整还在继续。 当地时间10月8日，Stellantis宣布对其领导团队架构进行调整。其中，集团中国市场现任战略负责人及资深顾问奥立维（Grégoire Olivier）被任命为 Stellantis中国及亚太区负责人，并担任集团领导团队成员。现任中国区负责人，以及集团全球制造业务负责人则将离职。 曾兼任Stellantis欧洲区负责人、Pro One商用车业务CEO、玛莎拉蒂品牌CEO的安巴托（Jean-Philippe Imparato）则被分权，仅保留玛莎拉蒂品牌CEO 一职。作为超豪华品牌，此前多次有消息传出，玛莎拉蒂品牌因运营困难可能被Stellantis出售。今年6月，Stellantis 发言人明确表态："玛莎拉蒂不在出售 之列 "。 南美区负责人Emanuele Cappellano则转任欧洲区和欧洲品牌负责人，同时负责Pro One商用车业务。接替他执掌南美区的则是巴西和南美地区轻型商 用车业务的现任商业运营负责人Herlander Zola。 另外，值得一提的是，曾在Stellantis工作逾20年，后于2022年跳槽至梅赛德斯-奔驰的Fr ...