这年头，车企CEO辞职常有，但转行卖包的确实不多。 前段时间，雷诺集团发布声明，以一种体面的方式官宣CEO卢卡·德·梅奥将在执掌集团5年后正式卸任，并对他带领雷诺集团复兴的一系列举措，致以最诚挚 的谢意。 但其中的关键，是这句"寻求汽车行业之外的全新挑战"—— 没错，这位辗转汽车行业30多年的资深老将，居然要去开云集团当CEO了！ 说到开云集团，大家可能不知道是何方神圣。但如果我说到古驰Gucci、圣罗兰Saint Laurent、巴黎世家Balenciaga这一票奢侈品牌，大家肯定就明白了。 此消息一出，立刻在欧洲商业界投下了一枚重磅炸弹。 短短的一天之内，开云集团股价收涨11.76%，雷诺集团股价收跌8.69%。这番资本市场上的动荡，也折射出卢卡本人的价值： 开云集团，真的是"捡到宝贝"了。 01. 拯救者 能让一个大型奢侈品集团，对一位跨界空降而来的CEO欣喜若狂，卢卡作为高管的本事，显然不只是"有两把刷子"而已。 甚至可以说，他在欧洲汽车业这30多年里，是一名久经考验的"战神"！ 而卢卡能在巨头之间辗转、职位一路升到CEO，也从侧面印证了他的个人能力。 2002年，卢卡进入菲亚特集团，出任集团首席营销 ...

雷诺于周日晚间证实，de Meo将于今年7月中旬正式离职，表示其将"迎接汽车行业之外的新挑战"。 周一，法国奢侈品集团Kering（开云集团）欧股股价一度大涨超10%，而法国汽车制造商雷诺欧股股价 则下跌超过6%。原因是有报道称，雷诺现任首席执行官Luca de Meo将出任开云集团新任CEO。 据媒体透露，de Meo将接替开云集团现任CEO Francois-Henri Pinault。值得注意的是，Pinault是开云创 始人家族成员，已执掌公司20年。Pinault本人在卸任CEO后将继续担任集团董事会主席，仍掌控公司大 局。 知情人士称，开云集团预计将在周一收盘后正式对外宣布这一重要人事调整。 分析称，如果消息属实，de Meo的上任将标志着开云集团的一次重大转向。因为开云集团近年来一直 试图重振核心品牌Gucci，但成效不彰，改革方案未能打动资本市场，市场信心不足。 De Meo被视为"救火队长"式的人物 de Meo现年58岁，出生于意大利时尚之都——米兰。 他在意大利著名的博科尼商学院攻读工商管理，毕业后选择投身汽车行业，一干就是30多年。 1990年代初，他从雷诺起步，走进汽车行业的大门。1 ...

Core Viewpoint - Stellantis Chairman John Elkann calls for collaboration among major European car manufacturers to establish new regulations aimed at reducing the manufacturing costs of small cars [1][3]. Group 1: Regulatory Environment - Elkann emphasizes the need for the EU and major automotive countries like Germany, France, Italy, and Spain to recognize how to utilize intelligent new regulations [3]. - He points out that Europe is facing over 120 new regulations by 2030, which are increasing the weight and cost of vehicles, making small cars unprofitable [5]. - The current regulatory framework is seen as overly burdensome, particularly for small and affordable vehicles, which are crucial for the European automotive industry [9]. Group 2: Market Opportunities - Elkann suggests that Europe can learn from Japan's K-Car model, which has maintained a significant market share due to its lightweight and affordable nature [5]. - Stellantis is already producing electric microcars in Europe, such as the Citroën Ami and Fiat Topolino, indicating a potential market for affordable electric vehicles [7]. - The call for regulatory changes comes at a time when European car manufacturers are seeking to compete with Chinese automakers, particularly in the electric vehicle segment [9]. Group 3: Industry Perspectives - Renault CEO Luca de Meo aligns with Elkann's views, stating that European regulations have negatively impacted the profitability of the small car market, with sales declining by 40% over the past 20 years [9]. - De Meo advocates for differentiated regulations for small cars, arguing that the current rules favor larger and more expensive models, hindering the production of small cars under acceptable profit conditions [9]. - A French research group supports the idea that allowing manufacturers to sell affordable and sustainable electric vehicles in Europe could enhance competitiveness against Chinese manufacturers [9].

Core Viewpoint - Maserati's production shift back to Modena is a strategic decision aimed at reinforcing the brand's heritage and enhancing its luxury positioning in the market [4][6][9]. Group 1: Production Shift - Stellantis announced that Maserati's production will move from the Mirafiori plant in Turin to Modena by the end of this year, marking a return to the brand's birthplace [4]. - The CEO of Maserati emphasized that relocating the production of GranTurismo and GranCabrio models to Modena is a proud strategic decision that combines industrial heritage with future development capabilities [4][6]. Group 2: Brand Reinforcement - The move to Modena is seen as a way to reshape Maserati's brand identity amidst challenges in the global automotive industry [5][6]. - Modena is recognized as a hub for luxury automotive manufacturing, housing several prestigious brands and possessing a strong industrial ecosystem [8]. Group 3: Market Impact - The relocation is expected to enhance Maserati's brand perception, as 78% of luxury car consumers believe that "country of origin" significantly influences their purchasing decisions [10]. - The presence of numerous automotive suppliers in Modena is likely to promote upgrades in the supply chain, benefiting Maserati's production capabilities [10]. Group 4: Future Prospects - Maserati's return to Modena aligns with Stellantis's electrification strategy, with plans for a pure electric GranTurismo production line [11]. - The strategy of balancing high-end model relocation with the retention of mass-market models at the Turin plant aims to address various operational challenges [11].