Stellantis(US:STLA) Sou Hu Cai Jing·2025-10-30 07:49Core Viewpoint - The former CEO of Stellantis, Carlos Tavares, suggests that Chinese automakers will ultimately become the "saviors" of European factories and jobs, although this may lead to the accelerated demise of some European manufacturers [1][3]. Group 1: Challenges Facing European Automakers - European automakers are currently facing significant challenges, including strict emission regulations, fluctuating electrification policies, and global trade wars [3]. - Tavares highlights that many excellent opportunities are opening up for Chinese companies, which are seeking acquisition targets in Europe, including stakes in struggling firms and factories [3]. Group 2: Impact of EU Policies - Tavares criticizes the EU's decision to delay a €100 billion investment in automotive electrification and the ban on gasoline vehicles by 2035, labeling it a waste and "foolish" [4]. - He emphasizes that no one will hold the EU accountable for these delays, despite the significant implications for the automotive industry [4]. Group 3: Future of the Automotive Industry - Tavares predicts that only five to six automakers will survive globally, naming Toyota, Hyundai, and BYD as likely candidates, along with possibly another Chinese company like Geely [5]. - He expresses skepticism about the future of European companies like Volkswagen, stating they are unable to change their current situation, and predicts that Tesla may eventually be surpassed by Chinese manufacturers and could exit the automotive sector in the next decade [5].