受美国加征关税等因素影响，斯泰兰蒂斯集团上半年面临23亿欧元亏损

Group 1 - Stellantis Group reported a 12.6% year-on-year decline in net revenue for the first half of the year, totaling €74.3 billion (approximately ¥623.5 billion), resulting in a loss of €2.3 billion (approximately ¥19.3 billion) [2] - Global consolidated shipments for Stellantis in Q2 2025 were approximately 1.4 million units, a 6% year-on-year decrease, with North American shipments down by about 109,000 units (25% decline) and European shipments down by about 50,000 units (6% decline) [2] - In other regions, Stellantis experienced a total shipment increase of 71,000 units (22% year-on-year), driven by a 30% increase in the Middle East and Africa and a 20% increase in South America [2] Group 2 - The significant decline in North American shipments was primarily attributed to the U.S. tariff policy, which imposed a 25% tariff on imported vehicles announced on April 3 [3] - Stellantis anticipates that the U.S. tariff policy will impact its first-half performance by approximately €300 million, with a potential annual impact of €1 billion to €1.5 billion [3] - The company plans to rebalance production across different geographic regions, with expected benefits not materializing until the second half of 2025 [3]