Stellantis(US:STLA) Mei Ri Jing Ji Xin Wen·2026-02-07 08:41Group 1 - Stellantis, the world's fourth-largest automotive manufacturer, experienced a significant stock price drop, with a decline of 23.79% in the US market and 25.24% in the French market on February 6 [1][2] - The company announced a massive restructuring charge of $26 billion (approximately €22.2 billion or ¥180.4 billion), primarily due to overestimating the pace of energy transition and misalignment with consumer demand [3][4] - The restructuring charge consists of three main components: €14.7 billion for product plan adjustments and new emission regulations, €2.1 billion related to electric vehicle supply chain adjustments, and €5.4 billion for other operational changes [4] Group 2 - Stellantis anticipates a loss of €19 billion to €21 billion (approximately ¥155 billion to ¥172 billion) in the second half of 2025, leading to the suspension of dividends for 2026 and plans to raise up to €5 billion through hybrid bond issuance [6][7] - The company is scaling back its electric vehicle business, including the cancellation of the Ram 1500 electric pickup, while simultaneously increasing investments in the US market, with a planned investment of $13 billion (approximately ¥90 billion) over the next four years [7] - Stellantis has improved its market share in the US to 7.9% by the second half of 2025 and maintains a strong position in the European market, indicating a recovery in overall sales [8]