每经记者｜孙桐桐 每经编辑｜裴健如 10月8日，Stellantis集团宣布对其领导团队架构进行调整。其中，中国市场现任战略负责人及资深顾问奥立维（Grégoire Olivier）被任命为Stellantis集团中国 及亚太区负责人，并担任集团领导团队成员。 针对净营收下滑的原因，Stellantis集团解释称，这主要是受北美和欧洲地区收入同比下滑影响，部分被南美地区增长所抵消。同时，Stellantis方面指出，集 团重新制定了财务指导方针，预计2025年下半年财务指标将持续改善。 与此同时，Emanuele Cappellano将继续领导集团Pro One商用车业务，并同时被任命为集团欧洲区和欧洲品牌负责人；安巴托（Jean-Philippe Imparato）将担 任玛莎拉蒂品牌CEO，并致力于推动玛莎拉蒂品牌和"Stellantis&You"业绩的提升，向Emanuele Cappellano汇报工作；巴西和南美地区轻型商用车业务的现任 商业运营负责人Herlander Zola被任命为Stellantis集团南美区负责人，接替Emanuele Cappellano的工作；Samir Cherfan ...

Group 1: Gold Market - Gold futures are currently trading around 787.78, with a reported price of 785.48 yuan per gram, reflecting an increase of 0.72%. The highest price reached 787.80 yuan per gram, while the lowest was 784.20 yuan per gram, indicating a short-term oscillating trend in gold futures [1]. Group 2: Aviation Industry - Mexican President AMLO responded strongly to recent U.S. sanctions imposed by the Department of Transportation, asserting that the Mexican government's decision to implement flow restrictions at major airports is a legitimate exercise of national sovereignty [3]. - Brazilian aircraft manufacturer Embraer warned that increased U.S. tariffs on Brazilian imports could raise the cost of each aircraft purchased by U.S. airlines by $9 million. The CEO indicated that price changes could lead to order cancellations, delivery delays, production plan adjustments, cash flow declines, and reduced investments [3]. - The U.S. government announced a 50% tariff on all Brazilian imports starting August 1, 2025, which analysts believe will significantly impact Embraer, as the U.S. is its largest export market [3]. Group 3: Automotive Industry - Stellantis Group reported a loss of €2.3 billion (approximately 193 billion yuan) in the first half of the year, primarily due to U.S. tariffs and declining sales in the North American market, where second-quarter sales fell by 25% year-on-year [4]. - The U.S. government imposed a 25% tariff on imported vehicles, prompting Stellantis to suspend production at several assembly plants in Mexico and Canada, and temporarily lay off 900 workers in Michigan and Indiana [4].

Core Insights - Stellantis Group reported a loss of €2.3 billion (approximately 19.3 billion RMB) in the first half of the year due to factors including increased tariffs imposed by the U.S. government [1] - The group, which owns brands such as Fiat, Peugeot, Chrysler, and Jeep, has experienced a significant decline in sales in the North American market, with a 25% year-over-year drop in sales during the second quarter [1] - Stellantis attributed the major decline in North American sales primarily to U.S. tariff policies [1]