Stellantis股价今日盘中大跌5.02%,引发了市场对其前景的担忧。导致股价大跌的主要原因包括以下几个方面:
一是特朗普政府宣布将对从墨西哥和加拿大进口的汽车征收新关税,这将给Stellantis等汽车制造商带来重创。据估算,Stellantis将面临34.4亿欧元的收益风险,利润可能因此大减62亿美元。在竞争激烈和产能过剩的形势下,Stellantis难以将这一额外成本完全转嫁给买家,预计车价将上涨6000至1万美元。
另一方面,欧盟宣布将放松对汽车厂商的二氧化碳排放标准,给予三年时间来实现减排目标。虽然Stellantis对此表示欢迎,称有利于保持竞争力,但同时也引发了一些批评声音。例如沃尔沃汽车和环保组织认为,这等于奖励了在电动车转型上落后的车企,将会进一步削弱欧洲汽车业的竞争力。
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