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Stellantis(STLA.US)重组引发工会担忧:法国本土业务恐在阵痛期受损
Zhi Tong Cai Jing· 2025-10-10 12:36
Core Viewpoint - Stellantis is undergoing a restructuring plan under new CEO Antonio Filosa, raising concerns among French employees about potential impacts on local operations and job security [1][2]. Group 1: Restructuring and Management Changes - Filosa has been assessing the company since taking over in June, promoting several colleagues from South America to European management positions, which has led to fears of marginalization of French expertise [1]. - The French management union CFE-CGC expressed concerns that the restructuring could disrupt the balance established post-merger between PSA and Fiat Chrysler, particularly in manufacturing and future vehicle development [1][2]. Group 2: Financial Performance and Market Focus - Stellantis has experienced overcapacity in several European factories, and while it had profitable years post-merger, the previous CEO's cost-control and price-increase strategies are now showing negative effects, with inventory piling up for Jeep SUVs and Ram trucks [2][3]. - The company plans to invest approximately $10 billion in the U.S. market, shifting focus from Europe, which has raised alarms among local unions in France and Italy due to declining production and potential factory closures [3]. Group 3: Communication and Political Context - Filosa is set to meet with Italian unions to discuss business plans, while the company is also in discussions with the U.S. and Italian governments regarding future production decisions [4]. - In response to speculation about internal power struggles, Filosa emphasized the unity of Stellantis, moving away from the labels of "original PSA" and "original Fiat Chrysler" [4].