传Stellantis(STLA)拟剥离玛莎拉蒂

金吾财讯
Jun 20

金吾财讯 | 据知情人士透露,全球第四大汽车制造商Stellantis(STLA)正评估剥离旗下意大利超豪华品牌玛莎拉蒂的可能性。这一战略考量正值全球汽车产业面临多重挑战:美国拟上调进口关税的政策预期,以及中国本土新能源汽车品牌在全球豪华车市场展开的激烈攻势,都为这家跨国车企带来显著压力。值得关注的是,玛莎拉蒂品牌正面临严峻的市场考验:根据最新披露的2024年财报数据,该品牌全球交付量仅为14,725辆,较2023年26,689辆的销量近乎腰斩。销量断崖式下跌背后,既有核心车型Grecale市场表现不及预期的因素,也反映出中国消费者对西方传统豪华品牌产品需求的结构性转变。此外,产品矩阵更新节奏放缓以及主动削减库存的举措,都对该品牌业绩造成叠加冲击。针对市场传言,Stellantis官方发言人明确否认了正在推进玛莎拉蒂出售计划。但截至发稿时,该集团尚未就提出的战略评估细节作出进一步回应。

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