Core Viewpoint - Stellantis faces significant challenges due to new tariffs resulting from a trade agreement between the EU and the US, leading to a projected impact of approximately €1.2 billion (around $1.4 billion) in the second half of the year while attempting to restore financial guidance [1] Group 1: Financial Performance - Stellantis expects adjusted operating profit margins to remain in the low single digits for the second half of the year, a downward revision from previous forecasts made in April [1] - The company reported a cash flow consumption of €3 billion ($3.48 billion) in the first half, but anticipates an improvement in industrial free cash flow for the second half [1] - Revenue for the first half of the year decreased by 13% to €74.3 billion, with a net loss of €2.3 billion, primarily due to reduced investments and trade war costs [2] Group 2: Market Challenges - The North American market is experiencing the most severe issues, with a 25% drop in shipments in the second quarter, leading to a net revenue of just over €28 billion, which was surpassed by the European market's €29.2 billion for the first time [2] - The company is facing increased operational costs due to rising component prices and temporary shutdowns of factories in Canada and Mexico [2] - The luxury brand Maserati saw a significant decline in shipments, with profit margins dropping to -38% [2] Group 3: Strategic Outlook - The new management team under CEO Antonio Filosa is tasked with making difficult decisions to restore profitability and improve operational results [2] - Analysts suggest that Stellantis' market share loss necessitates cost-cutting measures, but previous reductions may have been excessive, creating a dilemma for investors [3] - The company is pinning hopes for sales recovery on new models such as the Jeep Cherokee hybrid and Dodge Charger Sixpack, as it has already incurred approximately €300 million in losses due to US tariffs in the first half [3]

Core Viewpoint - Stellantis anticipates facing approximately €1.2 billion (around $1.4 billion) in tariff impacts in the second half of the year due to a new trade agreement between the EU and the US, while restoring its financial guidance [1] Group 1: Financial Performance - The adjusted operating profit margin for the second half is expected to remain in the low single digits, a downward revision from the previously withdrawn full-year forecast of mid-single-digit profit margin due to tariff confusion [1] - Stellantis experienced a 13% year-on-year decline in half-year revenue to €74.3 billion, with a net loss of €2.3 billion, primarily due to reduced investments and trade war costs, resulting in an adjusted operating profit margin of only 0.7% [2] - North American net revenue slightly exceeded €28 billion, marking a significant drop of 25% in shipments during the second quarter, with the region's performance being severely impacted by rising component prices and temporary plant shutdowns in Canada and Mexico [2] Group 2: Strategic Challenges - The new CEO, Antonio Filosa, faces dual challenges of adapting to a changing automotive landscape and correcting previous strategic missteps, particularly in light of rising costs from trade policies and competition from Chinese automakers like BYD [1] - The company is relying on new models such as the Jeep Cherokee hybrid and Dodge Charger Sixpack to revive sales, as the market stagnation has led to a loss of market share and increased demand for cost-cutting measures [3] - The luxury brand Maserati has seen a significant drop in shipments, with profit margins plummeting to -38%, highlighting the challenges of overcapacity in Europe and the need for brand revitalization [2]

倒计时14天 2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 活动主题： 聚集新 技术 探索新工艺 法系车意系车合并的Stellantis集团电动化转型加快。 起点锂电获悉， Stellantis旗下的雪铁龙ë-C3车型预计将电池供应商从蜂巢换成比亚迪，旗下 另一品牌菲亚特Grande Panda也是如此。 选择比亚迪的原因在于比亚迪强大的电池供应链系统，可从上游锂矿到下游电芯集成全部搞 定，综合实力优于Stellantis当前的供应商，规模化生产优势明显，易于压缩成本。 主办单位： 起点锂电、起点研究院（SPIR） 活动时间： 2025年2月28日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动规模： 500+人 Stellantis没有自产电池的能力，但其电池合作伙伴却给自身带来过安全隐患，前些时日因为三 星SDI电池故障问题，导致15.5万辆Stellantis旗下品牌汽车受到影响需要召回，比亚迪生产的 磷酸铁锂电芯质量优异，既能用于汽车也能用于储能，或将成为Stellantis的不错选择。 01 电动化转型磕磕绊绊 欧洲车企中，德系车对于电动化的反应较快，法系车和意系车较慢，一方面 ...