周一在米兰上市的Stellantis公司股价暴跌近14%，原因是该美意合资汽车制造商降低了对全年盈利能力及现金流预测，并表示全球销量下滑以及来自中国对手的竞争加剧是主要原因。作为制造Ram卡车和Jeep、标致与雪铁龙汽车品牌的企业，Stellantis发布声明指出预计2024年的盈利将显著低于先前预期，并称支出将超出营运现金流。下调预测的原因包括北美地区实施的“纠正行动”如对2024年及更早车型的“增加激励措施”，以及今年下半年在全球大部分地区的销售疲软。
Stellantis还透露，计划在2024年下半年将向北美经销商运送的车辆数量比去年减少约20万辆，并将美国的库存水平降至最低。声明表示全球行业背景恶化的因素反映了相较于年初预测更低的市场前景，同时竞争格局加剧源于行业产能增长及中国竞争者的增加。
Volkswagen本周一在德国销量预期下调至低于8月预计水平后股价下滑4.5%，这是由于“充满挑战的市场环境”。英国豪华汽车制造商阿斯顿马丁拉贡达（Aston Martin Lagonda）同样宣布今年营运收入将低于前年，并表示因供应链中断和中国市场的持续宏观经济疲软，产量将减少1000辆。其伦敦上市股票价格大跌近21%。
西方汽车制造商正面临全球需求的减弱与来自中国汽车厂商如比亚迪(BYD)及小鹏汽车(XPEV)等电动汽车快速抢夺市场份额的挑战。这些公司在中国这个全球最大客车市场对外国汽车厂形成竞争，并开始进入欧洲萎缩的市场领域。
大众本月早些时候透露，与疫情前相比，欧洲每年约减少了200万辆轿车销量，而其自身则在该地区少了50万辆销售，相当于两个整车制造厂的数量。该公司正在德国进行大规模裁员谈判的一部分，与德国最具影响力的工会IG Metall合作，以期实现首个本土汽车工厂的关闭。
Stellantis周一公布的盈利预警是近期一系列坏消息之一。该公司近来因软件故障召回了超过120万辆Ram 1500车型，并宣布将于8月结束底特律外的装配厂生产经典版Ram 1500皮卡，从而裁减多达2450名工厂工人。此外，Stellantis还面临美国UAW工会可能发起罢工的风险，后者指责公司在去年劳资协议中未能履行给予的保证。
优化翻译：
在周一的米兰交易时段，斯泰利昂斯公司（STLA）的股价下跌了近14%，因为这家美意汽车巨头宣布将下调全年的盈利和现金流预测。全球销量下滑及中国竞争对手加强是主要原因所在。作为一家生产雷蒙特拉克、Jeep车系以及雪铁龙与标致品牌的跨国企业，斯泰利昂斯在一份声明中指出，预计2024年业绩将大幅弱于此前预期，并且支出将超过其运营现金流。
下调预测的动因被描述为北美市场实施的“调整行动”，比如对2024年及更早车型提供“更多激励”，以及第二季度全球多数地区的销售表现欠佳。斯泰利昂斯预计将在美国减少库存水平，并在2024年下半年向北美经销商运送大约比去年同期减少的20万辆汽车，这反映了全球行业环境恶化的影响——主要体现在对2024年市场预测的下调与竞争加剧之间。
同一日，德国大众汽车宣布将全年的销售和交货预期降低，原因在于“严峻的市场挑战”。其股价当天下跌了4.5%。同时，英国豪华汽车制造商阿斯顿马丁拉贡达宣布今年营运收入将低于上年水平，并表示由于供应链中断及中国市场的持续宏观经济疲软，公司计划减少生产1000辆车。这一消息导致该股在伦敦股市下挫近21%。
西方汽车生产商们正共同面对全球需求的下降以及来自中国汽车制造商尤其是比亚迪和小鹏汽车（XPEV）等企业对市场占有率的竞争加剧。这些中国电动汽车品牌在中国这个全球最大轿车市场正在抢夺外国公司的市场份额，并且也在逐步影响欧洲萎缩的汽车市场领域。
本月早些时候，大众公布称与疫情前相比，每年在欧洲的轿车销量减少了约200万辆，而自己减少了50万辆销售量——相当于两个整车厂的数量。该公司正在进行大规模裁员谈判的一部分，目标旨在实现自本土工厂的历史性关闭，同时正与德国最具影响力的工会IG Metall合作。
Stellantis周一宣布的盈利预警是最近一系列负面消息中的最新事件。在近期，该企业因软件问题召回了超过120万辆Ram 1500车辆，并在8月份宣布将停止底特律外的一家装配厂生产经典版Ram 1500皮卡，从而导致多达2450名工厂工人面临裁员风险。同时，Stellantis正面临着美国UAW工会可能发起罢工的威胁，后者声称公司未能履行去年劳资协议中所承诺的保障措施。
新闻来源：www.cnn.com
原文地址：Stellantis shares plunge as carmaker follows Volkswagen in warning on profits
新闻日期：2024-09-30
原文摘要：
Shares in Chrysler parent Stellantis plunged almost 14% in Milan Monday after the Italian-American carmaker slashed its forecasts for full-year profitability and cash flow, citing weaker global sales and increased competition from Chinese rivals. Stellantis (STLA), which also makes Ram Trucks and Jeep, Citroen and Peugeot cars, said in a statement that it expects to be considerably less profitable in 2024 than it previously predicted and that expenditures would exceed cash flow from operations. The downward revisions were driven by “corrective actions” in North America, such as “increased incentives” on 2024 and older models and disappointing sales in the second half of the year across most regions, the company added. Stellantis said it would reduce inventory levels in the United States and ship 200,000 fewer vehicles to North American dealers in the second half of 2024 than in the same period last year. “Deterioration in the global industry backdrop reflects a lower 2024 market forecast than at the beginning of the period, while competitive dynamics have intensified due to both rising industry supply, as well as increased Chinese competition,” the automaker added. The downbeat update comes after Germany’s Volkswagen cut its full-year outlook for sales and deliveries Friday, citing a “challenging market environment.” Volkswagen’s shares were trading 4.5% lower on the day Monday. Also on Monday, British luxury carmaker Aston Martin Lagonda said operating income this year would come in below last year’s level and that it would produce 1,000 fewer vehicles as a result of disruption in its supply chain and “continued macroeconomic weakness in China.” The company’s shares tumbled nearly 21% in London. Western automakers are contending with waning global demand and rising competition from China’s electric vehicle manufacturers. Chinese EV makers such as BYD and Xpeng (XPEV) are fast stealing market share from foreign carmakers in China, the world’s largest passenger car market, while also making inroads into Europe, where the car market has shrunk. Volkswagen said earlier this month that around 2 million fewer cars are being sold in Europe per year compared with pre-pandemic levels. Volkswagen itself is selling 500,000 fewer cars annually in the region, the equivalent of around two car plants. The world’s second-largest carmaker is currently locked in wage negotiations with IG Metall, one of Germany’s most powerful unions, as part of a wider company overhaul that could result in the first-ever factory closures in its home country. “To remain competitively viable, we have to comprehensively restructure Volkswagen… because the situation is serious,” the company said last week. “Volkswagen has to increase efficiency and reduce costs.” For Stellantis, Monday’s profit warning is the latest piece of bad news. The company has recently had to recall more than 1.2 million Ram 1500 vehicles due to a software malfunction in the anti-lock brake system. And in August, the automaker said it would lay off as many as 2,450 factory workers from an assembly plant outside Detroit as it ends production of the Ram 1500 Classic truck. The company is also facing possible strikes from the United Auto Workers union in the US, which claims it has failed to deliver on guarantees given as part of a labor deal struck last year.
