Stellantis CEO Antonio Filosa has reshuffled the automaker's top ranks, naming new heads for its European operations and global manufacturing, just days after appointing a new CFO. ...

收购交易核心 - 软银集团将以54亿美元收购ABB的机器人业务部门 [1] - 此次收购是公司在人工智能与机器人技术融合领域最具雄心的投资之一 [1] 公司战略动向 - 交易体现了软银集团在扩大其技术投资组合方面的积极举措 [1] - 收购标的为瑞士工程企业ABB旗下的机器人分部 [1]

Francesco Ciancia Rejoins Stellantis to Lead Global Manufacturing AMSTERDAM, October 8, 2025 – Stellantis N.V. today announces that Francesco Ciancia will rejoin the Company on November 1 as Global Head of Manufacturing and a member of the Stellantis Leadership Team (SLT). Ciancia has gained over two decades of global leadership experience in manufacturing engineering, plant management and lean production system application. He rejoins Stellantis from Mercedes-Benz, where he has served as Head of Mercedes ...

Stellantis Makes New Appointments to the Leadership Team As It Pursues Its Path to Recovery AMSTERDAM, October 8, 2025 – Building on the positive momentum established in recent months and ahead of the upcoming 2026 presentation of its updated strategy, Stellantis N.V. today announces the following new appointments to its Stellantis Leadership Team (SLT). Emanuele Cappellano is appointed Head of Enlarged Europe and European Brands, in addition to his current role leading Stellantis Pro One. Jean-Philippe Im ...

Stellantis Makes New Appointments to the Leadership Team As It Pursues Its Path to Recovery   AMSTERDAM, October 8, 2025 – Building on the positive momentum established in recent months and ahead of the upcoming 2026 presentation of its updated strategy, Stellantis N.V. today announces the following new appointments to its Stellantis Leadership Team (SLT). Emanuele Cappellano is appointed Head of Enlarged Europe and European Brands, in addition to his current role leading Stellantis Pro One. Jean-Philippe I ...

标普500指数及汽车行业整体表现 - 标普500指数结束连续7天上涨 在周二下跌038%至671459点 [1] - 下跌部分归因于福特、特斯拉和通用汽车等美国汽车制造商的负面消息 [1] - 这三家公司股价分别下跌61%、45%和16% 行业面临特朗普新关税、高利率和消费者支出疲软等困难 [2] 福特汽车 - 其主要铝材供应商Novelis纽约工厂发生火灾 可能导致国内汽车制造商面临数月的铝板短缺 [2] - 该工厂是福特最大的客户 福特依赖其铝板生产最畅销的F-150皮卡 工厂可能停产至明年初 [3] - 此问题被认为非常严重 福特可能需在本月股东电话会上进行说明 公司股价因此在周二下跌超过61% [3] 特斯拉 - 公司未按市场预期推出新款低成本车型 而是发布了简配版2026款Model 3和Model Y [4] - 新“标准”版车型为后轮驱动 续航里程更短 功能更少 Model Y起售价39990美元 Model 3起售价36990美元 [5] - 降价策略旨在应对联邦电动汽车税收抵免政策的结束 但消费者对大额支出表现出犹豫 该消息导致公司股价下跌445% [4][6] 特斯拉行业影响及自身挑战 - 特斯拉的负面消息拖累了其他电动汽车公司 包括Polestar下跌528% 理想汽车下跌241% Rivian下跌178% [6] - 公司还面临首席执行官埃隆·马斯克持续的政治争议 导致部分品牌粉丝流失 购买意愿下降 尤其是在海外市场 [7] 通用汽车与Stellantis - 通用汽车和Stellantis收到政府要求 被要求退还11亿美元资金 [8]

资金削减总体情况 - 特朗普政府计划削减超过75亿美元的基础设施法案合同资金[2] 其中新披露的拟议削减涉及超过5亿美元授予十余家初创公司的合同[2] - 所有拟议削减的资金均属于《两党基础设施法案》下已授予的拨款[2] 受影响的汽车制造商 - 福特、通用汽车、斯特兰蒂斯等公司可能受到资金削减影响[1][3] - 通用汽车可能损失至少5亿美元的国内制造转型拨款 该笔资金原计划用于改造密歇根州兰辛大河装配厂以生产混合动力等电动化车辆[4] 受影响的初创公司及具体项目 - 材料初创公司Brimstone可能损失1.89亿美元拨款 该资金原用于建设生产波特兰水泥和氧化铝等低碳材料的工厂[6] - 芝加哥初创公司Anovion可能损失超过1亿美元拨款 该资金用于建设生产锂离子电池用合成石墨的工厂 旨在减少对中国供应链的依赖[6] - 电池材料初创公司Li Industries可能损失5520万美元拨款 该资金用于回收磷酸铁锂电池以争夺部分中国主导的供应链[7] - 水泥初创公司Sublime Systems可能损失8690万美元拨款 该资金用于建设超低碳水泥工厂[7] - 初创公司Furno可能损失2000万美元拨款 该资金用于在芝加哥建设模块化水泥窑示范工厂[7]

The Department of Energy is looking to cut billions more in federal funding, and many promising startups as well as automakers Ford, General Motors, and Stellantis could be affected by the Trump administration’s decision.The proposed cuts would cancel more than $500 million of contracts awarded to more than a dozen startups, according to a TechCrunch analysis of a internal document that has not become public yet. All of the proposed cuts are grants that had been awarded under the Bipartisan Infrastructure L ...

Stellantis is poised to allocate around $10bn investment into its US operations, Bloomberg reported, citing sources. The proposed investment is part of a refocus on the US market, which is deemed crucial for the company's profitability. According to sources, the automotive giant, responsible for the production of Jeep SUVs and Ram pickups, is expected to announce a $5bn investment, supplementing an earlier commitment of a similar amount. The funds are anticipated to be distributed over several years and ...

公司战略 - Stellantis正将公司努力重新聚焦于利润更高的混合动力和传统内燃机汽车业务 [1] - 公司正在美国汽车市场进行大量投资 [1] - 公司正在放缓整个欧洲的生产 [1] 分析师背景 - 分析师Michael Del Monte是一名买方股票分析师拥有超过5年行业经验 [1] - 在进入投资管理行业之前该分析师在专业服务领域工作超过十年涉足行业包括油气、油田服务、中游、工业、信息技术、EPC服务和可选消费品 [1] - 投资建议基于整个投资生态系统而非孤立地考虑公司 [1]