Core Insights - Stellantis reported a 13% year-on-year increase in global vehicle sales for Q3, driven by new model launches and increased demand in North America, indicating a recovery after several quarters of declining sales [1][2] - The company delivered 1.3 million vehicles from July to September, with final sales and revenue data to be released on October 30 [1] North America Performance - Vehicle deliveries in North America surged by 35% to 403,000 units, attributed to the launch of the V8 engine-equipped Ram 1500 and normalization of inventory levels following production cuts last year [1] - This performance suggests a potential recovery under the leadership of new CEO Antonio Filosa, particularly in a key market that faced challenges from excess inventory and model transitions in previous quarters [1] European Market Insights - In Europe, deliveries increased by 8% to 534,000 units, supported by the introduction of four new compact models: Citroen C3, Citroen C3 Aircross, Opel Frontera, and Fiat Grande Panda, which were not produced in the same period last year [2] - However, some gains were offset by weak demand for light commercial vehicles and declining sales in several major European countries [2] Other Regions - In South America, vehicle deliveries fell by 3% to 252,000 units, attributed to a high base of comparison from the previous year when the company was recovering from delayed deliveries due to flooding in Rio Grande do Sul [2]
得益于北美需求强劲 Stellantis(STLA.US)Q3全球交付量增长13%