Core Viewpoint - Stellantis Group has appointed Antonio Filosa as the new CEO, effective June 23, 2025, following the resignation of former CEO Carlos Tavares. Filosa faces the challenge of reversing declining sales and profits, particularly in the North American market [2][4][11]. Group 1: Leadership Transition - Antonio Filosa has been with Stellantis for over 25 years, having held various leadership roles in North and South America, including COO of the Americas and CEO of the Jeep brand [3][4]. - The board of Stellantis unanimously approved Filosa's appointment, and a special shareholders' meeting will be held to elect him to the board [2][4]. Group 2: Current Performance Challenges - Stellantis reported a 12% decline in global sales in 2024, totaling 5.42 million vehicles, and a 70% drop in net profit to €5.5 billion [4][6]. - In Q1 2024, net revenue fell by 14% to €35.8 billion, with new vehicle shipments down 9% to 1.217 million units, attributed to production declines in North America and a drop in light commercial vehicle sales in Europe [4][6]. Group 3: North American Market Focus - The North American market, which has historically been Stellantis' largest profit source, saw a 20% drop in Q1 2024 sales to 325,000 vehicles and a 25% decline in net revenue to €14.4 billion [5][6]. - Filosa's immediate priority is to revitalize the North American market, which has been negatively impacted by an aging vehicle lineup and previous management's focus on cost-cutting [6][7]. Group 4: Strategic Initiatives - Filosa has begun to rebuild relationships with dealers and unions, which were strained under the previous CEO, and has initiated inventory reduction efforts, achieving an 18% decrease in total inventory by the end of 2024 [8][9]. - The company is also facing new challenges from tariffs imposed by the U.S. government, which could result in a projected loss of $7.1 billion in revenue [9][10]. Group 5: Electrification and Market Competition - Stellantis is lagging behind competitors in electric vehicle sales, necessitating significant investments in carbon credits to meet EU emissions targets [10][11]. - The company has announced plans to establish a large lithium iron phosphate battery factory in Spain in collaboration with CATL to support its electrification strategy [10][11]. Group 6: Future Outlook - Filosa's leadership marks a critical phase for Stellantis as it seeks to navigate performance declines and competitive pressures while transitioning from a traditional automaker to a technology-driven mobility company [11][12].

Core Insights - Stellantis Group has appointed Antonio Filosa as the new CEO, effective June 23, following a six-month vacancy in the position [1][2] - The company reported a significant decline in financial performance for FY2024, with net revenue dropping 17% to €156.9 billion and net profit plummeting 70% to €5.5 billion [1] - Stellantis has lowered its financial expectations for 2024, forecasting an operating profit margin of 5.5% to 7% and a free cash flow of negative €5 billion to negative €10 billion [1] Leadership Transition - The selection of Antonio Filosa was led by the board's special committee under Chairman John Elkann, emphasizing internal promotion [2] - Filosa has extensive experience in the Americas, having held various leadership roles since joining Fiat in 1999, including COO of Stellantis for the Americas [2][3] Market Performance - North America, a key profit region for Stellantis, saw a 14.31% decline in sales to 1.527 million units in 2024, with a further 20% drop in Q1 [3] - In contrast, the South American market experienced a 4.21% increase in sales, achieving a market share of 22.9% [3] - The ability to recover in North America while capitalizing on growth in South America will be crucial for Stellantis's goal of restoring profitability by 2025 [3] Strategic Focus - Stellantis has adopted a cautious approach in the Chinese market, with a notable decline in sales, dropping 29.2% to 46,000 units in 2024 [4] - The company is shifting its strategy in China, focusing on local development through its joint venture, Dongfeng Motor, and reducing reliance on imported brands [4][5] - The previous CEO's "asset-light" strategy has led to a diminished focus on existing projects in China, with a pivot towards partnerships with local players like Leap Motor [5]

该集团在美国和欧洲拥有的众多品牌组合是其同行中规模最大的。Stellantis起源于2021年菲亚特-克 莱斯勒（Fiat-Chrysler）与标致（Peugeot）所有者标致雪铁龙集团（PSA Group）的合并。对其进 行瘦身可能会降低复杂性，并使一些营销、开发和销售职能得以合并。 编 译 / 钱亚光 设 计 / 琚 佳 来 源 / w w w. r e u t e rs. c o m , w w w. t i m e sl i v e . c o . z a , w w w. d a i l y s a b a h . c o m 当Stellantis 董事长约翰·埃尔坎（John Elkann）面试CEO候选人以领导该集团时，决定这家汽车制 造商旗下14个品牌中有多少个有可行的未来是一项重要的优先事项。 但每个品牌——从诸如Jeep、Ram和标致（Peugeot）这样的畅销品牌，到苦苦挣扎的 DS、蓝旗亚 （Lancia）和阿尔法·罗密欧（Alfa Romeo）——都有自己的拥趸，这使得决定哪些品牌要放弃成为 了一个棘手的问题。 例如在欧洲，Stellantis 是仅次于大众汽车集团的第二大汽车制造 ...