2月26日，全球第四大汽车巨头Stellantis集团发布2025年全年财务业绩。 财报显示，2025年，Stellantis集团实现净营收1535.08亿欧元，较2024年的1568.78亿欧元同比下滑2%。 Stellantis集团表示，营收下滑主要受两大因素影响，一是外汇波动带来的不利影响，二是2025年上半年产品净价下滑，尽管全年销量实现小幅增长，却未 能抵消上述负面因素的冲击。 去年净亏超1800亿元 "2025年下半年，我们开始看到了初步且积极的进展迹象，我们提高产品和服务质量的努力初见成效，新产品的推出得到了强有力的执行，营收也恢复了 同比增长。"安东尼奥·菲洛萨表示。 在产品布局上，Stellantis集团正通过丰富产品系列扩大全球市场覆盖，北美市场重启Jeep切诺基、道奇Charger SIXPACK等车型，南美市场以Ram Dakota 中型皮卡为核心，欧洲市场推出雪铁龙C5 Aircross纯电、菲亚特500混动等车型。 CEO：高估了能源转型速度 盈利端表现更为低迷。2025年，Stellantis集团净亏损达223.32亿欧元（约合人民币1806亿元），而2024年同期净利润为55. ...

每经记者｜孙桐桐 每经编辑｜段炼 裴健如 2月26日，全球第四大汽车巨头Stellantis集团发布2025年全年财务业绩。 图片来源：Stellantis官微 今年2月6日，Stellantis集团宣布对其业务进行重大调整，致使集团在2025年下半年产生约222亿欧元的费用（不包含在调整后经营利润中），其中约65亿 欧元现金预计将在未来四年内完成支付。 上述费用主要用于三方面，包括调整产品规划和电动汽车供应链以适配客户需求与法规变化、优化合同保修条款估算程序、以及欧洲区人员精简相关支出 等。 财报显示，2025年，Stellantis集团实现净营收1535.08亿欧元，较2024年的1568.78亿欧元同比下滑2%。 Stellantis集团表示，营收下滑主要受两大因素影响，一是外汇波动带来的不利影响，二是2025年上半年产品净价下滑，尽管全年销量实现小幅增长，却未 能抵消上述负面因素的冲击。 去年净亏超1800亿元 CEO：高估了能源转型速度 盈利端表现更为低迷。2025年，Stellantis集团净亏损达223.32亿欧元（约合人民币1806亿元），而2024年同期净利润为55.20亿欧元，亏损主因是其 ...

Core Viewpoint - The automotive industry is facing a significant shift towards software-related issues, with software defects now accounting for a substantial portion of vehicle recalls, indicating a systemic risk that must be addressed through enhanced cybersecurity measures and a holistic approach to safety [7][15][19]. Group 1: Software-Related Recalls - In 2024, the total number of vehicles recalled globally due to software issues is projected to reach 13.4 million, which is over four times the number from 2023, representing 46% of all recalls [7][15]. - The ratio of recalls due to software defects is now nearly equal to that of traditional mechanical design defects, highlighting the growing importance of software safety in the automotive sector [7][15]. Group 2: Cybersecurity and Systemic Risks - The transition towards "new four modernizations" in the automotive industry, including electrification and connectivity, has expanded the attack surface for vehicles, necessitating urgent exploration of cybersecurity measures [7][9]. - Experts emphasize the need for a comprehensive, system-wide approach to automotive cybersecurity, integrating security from the ground up in the development process rather than as an afterthought [10][12]. Group 3: AI and Future Challenges - AI is seen as both an enabler and a potential source of unforeseen challenges in automotive cybersecurity, with the rapid evolution of AI technologies posing risks that are not yet fully understood [18][19]. - The integration of AI into automotive systems requires a reevaluation of existing security frameworks, as traditional methods may not adequately address the complexities introduced by AI [54][56]. Group 4: OTA Security Measures - Companies are implementing various strategies to ensure the security of Over-The-Air (OTA) updates, including dual backup systems and real-time user feedback during the update process [40][44]. - The balance between user experience and safety is critical, with companies prioritizing safety over convenience when necessary [41][44]. Group 5: Collaboration and Testing - Collaboration with third-party security firms for testing and validation is common, as companies recognize the need for external expertise in identifying vulnerabilities [50][51]. - Continuous testing and updates are essential for maintaining security throughout the vehicle's lifecycle, akin to regular health check-ups for humans [55].

Group 1 - Stellantis has launched a redesigned Jeep Cherokee, marking a significant effort to revitalize sales after six consecutive years of decline [1] - The 2026 Cherokee is the first Jeep model to feature a hybrid powertrain, showcasing Stellantis' new 1.6-liter turbocharged four-cylinder hybrid system with a range exceeding 500 miles on a single tank [1] - The new Cherokee has increased dimensions and a 30% improvement in cargo capacity compared to its predecessor, aiming to reclaim leadership in the North American mid-size SUV market [1] Group 2 - Stellantis faces challenges from ongoing sales declines and the impact of tariffs from the Trump administration, with an estimated annual financial impact of €1.5 billion (approximately $1.74 billion) [2] - The new CEO, Antonio Filosa, is focused on restoring market share through the relaunch of the Cherokee series and has expressed confidence in the company's core strengths and new product offerings [2] - Filosa emphasized the importance of employee creativity and the introduction of excellent new products as key factors in reversing the company's fortunes [2]