Stellantis in talks with Xiaomi and XPeng over European assets
Stellantis is in discussions with Chinese automakers Xiaomi and XPeng regarding a potential investment in its European assets, amid record impairments and a strategic shift of investment toward the United States.
According to Bloomberg, the discussions notably involve a possible stake in Maserati or other brands, as well as access to the group's production capacity. Stellantis confirmed the existence of these contacts, describing them as normal business activities. Neither Xiaomi nor XPeng has issued a statement.
These talks, which have been ongoing for several months, come after the group recorded €22.2 billion in impairments, largely related to the resizing of its electric vehicle strategy. Meanwhile, Stellantis has committed approximately $13 billion in investments in the United States to refresh its lineup. Collaboration with Chinese manufacturers could provide the group with access to advanced electric and software technologies, two areas identified as levers to strengthen European operations.
The possibility of Chinese partners taking a stake in a future European entity of Stellantis has been raised, though no agreement is certain at this stage. A complete split between the European and American activities of the group, formed in 2021 from the merger of FCA and PSA, has been categorically denied by Stellantis.
Stellantis N.V. is one of the world's leading car manufacturers. The activity is essentially organized around 4 sectors:
- sales of passenger cars and light commercial vehicles: Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys brands;
- sale of luxury vehicles: Maserati and DS Automobiles brands;
- sale of automotive equipment: interior systems, car seats, car exteriors, emission control systems, etc.;
- other: financing services (purchase, rental, leasing, etc.), after-sales services, etc.
Net sales are distributed geographically as follows: the Netherlands (0.8%), North America (41.6%), France (10.3%), Brazil (7.6%), Italy (6.8%), Germany (5.2%), the United Kingdom (5%), Türkiye (3.8%), Spain (2.7%), Belgium (1.5%), China (0.2%) and other (14.5%).
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