On May 21 local time, automotive giant Stellantis NV unveiled its "FaSTLAne 2030" five-year strategic plan at its North American headquarters investor day. The company announced an investment of 60 billion euros (approximately 472.9 billion yuan) by 2030. According to the plan, Stellantis aims to increase group revenue from 154 billion euros in 2025 to 190 billion euros by 2030, with an adjusted operating profit margin of 7%. Industrial free cash flow is targeted to turn positive by 2027 and reach 6 billion euros by 2030.
Between now and 2030, Stellantis plans to launch over 60 all-new models and 50 significantly refreshed models. This portfolio includes 29 pure electric vehicles, 15 plug-in hybrid or range-extended electric vehicles, 24 hybrid electric vehicles, and 39 internal combustion engine/mild hybrid electric models.
At the brand level, Stellantis has realigned the positioning of its portfolio. Jeep, Ram, Peugeot, and Fiat have been designated as four global core brands, with 70% of brand and product investment concentrated on them. Five brands—Chrysler, Dodge, Citroën, Opel, and Alfa Romeo—will focus on specific regional markets while sharing global R&D platforms and technological achievements. DS and Lancia will anchor the French and Italian markets respectively, managed under Citroën and Fiat. The luxury brand Maserati will expand its product lineup, adding two new E-segment models.
Stellantis is advancing its presence in the Chinese market through two primary partnership pathways.
The first involves deepening cooperation with Dongfeng Motor Group. The two parties signed an agreement in May 2026, with a total investment exceeding 8 billion yuan. Production of new energy vehicle models for the Peugeot and Jeep brands is scheduled to begin at the Wuhan plant from 2027, targeting both the Chinese domestic market and global exports. Furthermore, according to the plan, Stellantis and Dongfeng have expressed an intention to establish a joint venture in Europe, with Stellantis holding a 51% stake, to share resources in sales and distribution, manufacturing, procurement, and engineering R&D.
The second pathway is its strategic tie-up with Leapmotor. Building on its approximately 20% stake acquisition in 2023, the collaboration is progressing with joint procurement and production line sharing. The Leapmotor B10 model is planned for mass production at a Stellantis plant in Spain in the fourth quarter of 2026. An Opel pure-electric SUV developed based on Leapmotor technology is expected to enter production in 2028.
Following the announcement of the strategic plan, Stellantis' U.S.-listed stock price rose for two consecutive days on May 21 and 22 local time, with a combined increase exceeding 1%.
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