Stellantis集团内提拔新任CEO，重心在美洲市场

Core Insights - Stellantis Group has appointed Antonio Filosa as the new CEO, effective June 23, following a six-month vacancy in the position [1][2] - The company reported a significant decline in financial performance for FY2024, with net revenue dropping 17% to €156.9 billion and net profit plummeting 70% to €5.5 billion [1] - Stellantis has lowered its financial expectations for 2024, forecasting an operating profit margin of 5.5% to 7% and a free cash flow of negative €5 billion to negative €10 billion [1] Leadership Transition - The selection of Antonio Filosa was led by the board's special committee under Chairman John Elkann, emphasizing internal promotion [2] - Filosa has extensive experience in the Americas, having held various leadership roles since joining Fiat in 1999, including COO of Stellantis for the Americas [2][3] Market Performance - North America, a key profit region for Stellantis, saw a 14.31% decline in sales to 1.527 million units in 2024, with a further 20% drop in Q1 [3] - In contrast, the South American market experienced a 4.21% increase in sales, achieving a market share of 22.9% [3] - The ability to recover in North America while capitalizing on growth in South America will be crucial for Stellantis's goal of restoring profitability by 2025 [3] Strategic Focus - Stellantis has adopted a cautious approach in the Chinese market, with a notable decline in sales, dropping 29.2% to 46,000 units in 2024 [4] - The company is shifting its strategy in China, focusing on local development through its joint venture, Dongfeng Motor, and reducing reliance on imported brands [4][5] - The previous CEO's "asset-light" strategy has led to a diminished focus on existing projects in China, with a pivot towards partnerships with local players like Leap Motor [5]