文章核心观点 - 斯特兰蒂斯(Stellantis)是全球第三大汽车制造商,在多个关键市场占据领先地位,具有较强的成本效率和盈利能力[3][4] - 斯特兰蒂斯在中国市场的曝光度较低,这反而成为其优势,因为中国市场竞争激烈且利润空间收缩[5][6][7] - 斯特兰蒂斯正在加快在非洲和中东地区的布局,这些地区的市场份额和利润率都在快速提升[10][11][12][15] - 斯特兰蒂斯在电动车市场采取稳健策略,同时保持内燃机、混合动力等多元化产品线,保持较高的盈利能力[16][17][18] - 斯特兰蒂斯在商用车领域也是全球领导者,这是一个高利润率且相对稳定的业务[19][20][21] - 斯特兰蒂斯目前现金充裕,未来将通过股票回购和增加股息等方式向股东分配超额现金[22][23][24][26][32] 根据目录分别总结 斯特兰蒂斯的成功驱动因素 - 全球化规模优势,在多个关键市场占据领先地位[3][4] - 较强的成本效率和盈利能力,与高端车企竞争[4] - 多品牌协同发展,产品线丰富,协同效应明显[4] - 在电动车市场采取稳健策略,保持多元化产品线[16][17][18] - 在商用车领域占据全球领导地位,利润率较高[19][20][21] 斯特兰蒂斯的中国市场策略 - 中国市场曝光度较低,反而成为优势,因为中国市场竞争激烈且利润空间收缩[5][6][7] - 与中国合作伙伴联合生产电动车型,利用自身销售网络进行出口[7] - 部分生产转移至成本更具竞争力的非洲和中东地区[8][9] 斯特兰蒂斯在非洲和中东地区的业务 - 在北非和土耳其的市场份额快速提升,利润率达到23.7%[12] - 这些地区的销量和利润贡献度正在快速增长[15] - 斯特兰蒂斯在该地区拥有较强的本地制造能力,可以满足当地需求并出口[14] 斯特兰蒂斯的现金管理策略 - 公司现金充裕,现金余额占市值比例较高[22][23] - 未来将通过股票回购和增加股息等方式向股东分配超额现金[26][32] - 同时保留一定现金用于并购等机会[24] 斯特兰蒂斯的估值分析 - 汽车行业整体估值较低,斯特兰蒂斯的估值也较低[37][39][40] - 与同行相比,斯特兰蒂斯的估值优势明显[39][40][42] - 如果斯特兰蒂斯的估值水平得到修复,股价还有较大上涨空间[42]

Stellantis N.V. (STLA) is improving mobility for its 14 brands with new connected features, boosting software and services revenues by 2.5 times since 2021 and increasing global subscribers to five million. The monetizable car parc has grown 15% to 13.8 million vehicles, with more than 94 million over-the-air (OTA) updates in 2023. These advancements pave the way for further software growth at Stellantis, utilizing cloud-based tools like the Virtual Engineering Workbench. In-house development and strategic ...

AUBURN HILLS, Mich., June 17, 2024 /PRNewswire/ -- The Dodge brand today announced a partnership extension with the Tony Stewart Racing (TSR) Nitro organization to continue fielding two nitro-burning entries (Top Fuel and Funny Car) in the National Hot Rod Association (NHRA) Mission Drag Racing Series. Dodge brand announces partnership extension with Tony Stewart Racing (TSR) Nitro Top Fuel and Funny Car entries in NHRA Mission Drag Racing Series Dodge//SRT began partnership with TSR in 2022 with drivers Le ...

jetcityimage I have been bullish on Stellantis (NYSE:STLA) for about two years now, riding the stock from $14 per share to approximately $22 per share, a gain of 76% (including dividends), while the S&P 500 returned "only" about 33%. In 2024 YTD, however, Stellantis shares struggled to match the performance of the broader U.S. equity markets, with a negative 6% return, compared to a 10% gain for the S&P 500 (SP500). Seeking Alpha In this article, I discuss the main reasons, in my opinion, why Stellantis sha ...

Weekly Report (June 7-13, 2024) Second Tranche of Stellantis 2024 Share Buyback Program AMSTERDAM, June 14, 2024 - Stellantis N.V. ("Stellantis" or the "Company") announced today that pursuant to its Second Tranche of the 2024 Share Buyback Program announced on May 23, 2024, covering up to €1 billion to be executed in the open market during the period between May 23, 2024 and August 30, 2024, it has repurchased the following common shares in the period between June 7 up to and including June 13, 2024: Numbe ...

Key Takeaways Stellantis said it is looking to move some electric vehicle (EV) production to Europe from China to avoid new tariffs. The move came as EU regulators threaten to slap new duties on Chinese-made EVs, citing Beijing's subsidies of its domestic industry. Stellantis CEO Carlos Tavares called the company's strategy to deal with the challenge from China's EV industry as "asset-light." Stellantis (STLA) shares fell Friday after the automaker announced it would be moving some electric vehicle (EV) pro ...

文章核心观点 - 吉普品牌推出首款全球性电动车型2024款吉普Wagoneer S Launch Edition [1][2][3][4][5][6] - 该车型续航里程超过300英里,功率600马力,0-60英里加速时间3.4秒,扭矩617磅-英尺 [6] - 吉普品牌正在进行全球电气化转型,到2025年北美所有吉普车型将提供电动版本 [7] 公司概况 - 吉普品牌拥有80多年悠久历史,是正宗的越野SUV品牌,提供出色的越野性能、内饰精致、高科技配置和多功能性 [7] - 吉普Wave是一个高端车主忠诚度和客户服务计划,为吉普4x4车型车主提供各种福利和专属支持 [7] 品牌推广 - 公司在密歇根州总部大楼外墙上贴出了2024款吉普Wagoneer S Launch Edition的大幅图像,面积超过15,000平方英尺,覆盖10层楼高 [2][3] - 这一广告牌每天可以接触到约14万名过往司机 [3] - 消费者可以在吉普官网预订2024款吉普Wagoneer S Launch Edition,只需100美元的全额退款预订金 [5]

Stellantis CEO Carlos Tavares speaks to media on June 13, 2024 following the company's investor day at its North American headquarters in Auburn Hills, Mich. AUBURN HILLS, Mich. – Stellantis has achieved 8.4 billion euros ($9 billion) in cost reductions from the merger of Fiat Chrysler and PSA Groupe that created the company in January 2021, CEO Carlos Tavares said Thursday. That amount is more than double initial expectations from when the merger was announced in 2019, and an increase from the updated 5 bi ...

AUBURN HILLS, Mich. – Stellantis expects to grow sales of Jeep vehicles globally by 50% in the next three years, as the automaker attempts to leverage the quintessential American SUV brand for increased profits. The transatlantic automaker on Thursday said it will expand production and sales to roughly 1.5 million units by 2027. To do so, the company will grow its vehicle and powertrain offerings. Jeep plans to expand its vehicle nameplates from 10 to 13 by 2027, Jeep CEO Antonio Filosa said Thursday during ...

Stellantis Unveils Multiple World Premiere Software-Driven Products Addressing B2C and B2B Customers Global software revenues grow 2.5 times in three years with accretive margins; monetizable connected car parc grows to 13.8 million vehicles Stellantis delivered more than 94 million over-the-air (OTA) updates in 2023, enhancing the mobility experience of current owners Users of subscription-based products topped 5 million in 2023 Next-generation technology platforms – STLA Brain, STLA SmartCockpit and STLA ...