Fortune | FORTUNE 07月30日 04:50
Jeep Cherokee’s comeback penciled in to pivot around $1.7 billion tariff knockout blow
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全球第四大汽车制造商Stellantis正与美国官员商讨如何减轻关税对其汽车生产的影响,特别关注在加拿大和墨西哥生产的汽车。CEO Antonio Filosa表示,公司支持美国通过关税来提振本土汽车生产和就业的策略,并正争取在关税政策中考虑其在加拿大和墨西哥生产的汽车中使用的美国零部件比例。Stellantis计划在2025年下半年重新推出此前被否决的Jeep Cherokee和Dodge Charger车型,以期在美国市场实现复苏。公司已承担了部分2025年关税影响的成本,尽管上半年出现亏损,但预计下半年净收入和现金流将有所改善,并将继续采取措施以恢复盈利增长。

🚗 Stellantis正与美国政府就如何减轻关税对其在加拿大和墨西哥生产的汽车所带来的影响进行协商。公司CEO Antonio Filosa强调,希望美国政府在制定关税政策时,能考虑到Stellantis在这些地区生产的汽车中大量使用美国本土零部件的事实,以此来争取更公平的待遇。

💡 为了在美国市场实现复苏,Stellantis计划在2025年下半年重新推出Jeep Cherokee和Dodge Charger两款车型。Jeep Cherokee将在墨西哥生产,公司正努力降低生产成本,以期完全抵消关税带来的成本增加。

📉 公司上半年财报显示,净利润大幅下滑,并出现了巨额亏损,部分原因是取消了氢燃料电池项目、美国碳排放法规的税收政策调整以及平台投资的减记。尽管如此,Stellantis预计下半年净收入和现金流将有所改善,并承诺将继续做出艰难决策以实现盈利增长。

📈 Stellantis已承担了约3.5亿美元的2025年关税影响成本,并减少了从海外进口的车辆数量,导致上半年美国销量下降近四分之一。公司采取了包括重启Ram Hemi V8等措施以应对市场需求和成本压力。

The world’s fourth-largest carmaker, created 4½ years ago from the merger of Fiat Chrysler and PSA Peugeot, is in talks with U.S. officials on how to mitigate the impact of tariffs, in particular on cars produced in neighboring Canada and Mexico.

CEO Antonio Filosa said that Stellantis supports U.S. President Donald Trump’s strategy to boost the creation of jobs and U.S. auto production “using also tariffs as a tool,’’ Filosa said.

Filosa, who was confirmed as chief executive last month, said that he’s pushing to have the tariff regime factor in the high level of U.S. components used in its cars made in Canada and Mexico.

Of the 16 million cars Stellantis produces for sale in the U.S. market, 8 million are made in domestic plants, and another 4 million in Canada and Mexico — all with a large number of U.S. components. Another 4 million are imported from Europe and Asia, with virtually no U.S. components.

In pursuit of a U.S. turnaround, Filosa is relaunching in the second half of 2025 models that previous management nixed two years ago: a new Jeep Cherokee for the largest-selling U.S. segment and the popular ICE Dodge Charger.

Earlier this year, Stellantis also relaunched the Ram Hemi V8 because of dealer and customer demand in what Filosa called “a quick, smart, impactful corrective action.”

The Jeep Cherokee will be produced in Mexico, and Filosa said that they are working on reducing production costs, “so we can totally offset the tariffs effect.’’

Stellantis has already absorbed 300 million euros ($350 million) of the 2025 tariff impact during the first half of the year, as the carmaker posted losses of 2.3 billion euros (nearly $2.7 billion). During the period, U.S. shipments were down by nearly a quarter as the carmaker reduced the importation vehicles produced abroad.

The maker of Jeep, Chrysler, Fiat and Peugeot cars reported that net profits plummeted from 5.6 billion euros ($6.5 billion) in the same period last year as it burned through 3.3 billion euros in cash for the cancellation of a hydrogen fuel cell project, changes in the fine regime for U.S. carbon emission regulations, and write-downs on platform investments.

Stellantis said that it expected net revenues to increase over the next six months compared with the first half, when they dropped 13% to 74.3 billion euros ($85.7 billion). The carmaker also said that cash flow would improve.

Filosa said the new executive team “will continue to make the tough decisions needed to reestablish profitable growth and significantly improve results.”

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Stellantis 汽车关税 美国市场 Jeep Cherokee Dodge Charger
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