Will Stellantis' Spanish EV Production Plans With Leapmotor Change Zhejiang Leapmotor Technology's (SEHK:9863) Narrative

Simply Wall St.05-11

In early May 2026, Stellantis NV and Zhejiang Leapmotor Technology announced plans to expand their partnership, including potential joint production of Opel’s new C-segment electric SUV and Leapmotor’...

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This enlargement of the alliance could further embed Leapmotor’s technology and branding into Europe’s electric vehicle supply chain while using Stellantis’ factories and dealer network to accelerate Leapmotor’s international reach. We’ll now examine how using Stellantis’ Spanish plants for Leapmotor-branded production may reshape Zhejiang Leapmotor Technology’s investment narrative. Rare earth metals are the new gold rush. Find out which 34 stocks are leading the charge.AdvertisementZhejiang Leapmotor Technology Investment Narrative RecapTo own Zhejiang Leapmotor Technology today, you need to believe the company can turn rapid global EV rollout into durable, profitable scale while managing heavy dependence on partners such as Stellantis. This Spanish production plan looks supportive for the near term catalyst of overseas volume growth, but it also heightens the key risk: complex cross border integration and revenue sharing that could keep margins volatile and earnings harder to predict. The May 2026 announcement about potentially producing the Leapmotor B10 and an Opel C segment electric SUV in Stellantis’ Zaragoza plant, plus a future Leapmotor model in Madrid, is most relevant here. It directly touches the core catalyst of localized European manufacturing through Leapmotor International, but also leans into the risk that expansion via joint ventures and plant transfers turns operational complexity into a drag if execution slips. Yet investors should also weigh how fragile this expansion story could look if European trade barriers tighten just as Leapmotor leans more heavily on Stellantis’ Spanish plants and dealer network... Read the full narrative on Zhejiang Leapmotor Technology (it's free!)Zhejiang Leapmotor Technology's narrative projects CN¥158.4 billion revenue and CN¥6.8 billion earnings by 2029. This requires 34.8% yearly revenue growth and an earnings increase of about CN¥6.3 billion from CN¥538.4 million today.Uncover how Zhejiang Leapmotor Technology's forecasts yield a HK$72.96 fair value, a 53% upside to its current price.Exploring Other PerspectivesSEHK:9863 1-Year Stock Price Chart The lowest estimate analysts paint a far more cautious picture, even before this news, assuming revenue of about CN¥124.7 billion and earnings of CN¥5.1 billion by 2029, so you should expect that views on whether Stellantis backed European manufacturing reduces trade barriers or instead amplifies exposure to them will differ widely.Explore 3 other fair value estimates on Zhejiang Leapmotor Technology - why the stock might be worth just HK$50.26!Reach Your Own ConclusionDisagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.A great starting point for your Zhejiang Leapmotor Technology research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.Our free Zhejiang Leapmotor Technology research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Zhejiang Leapmotor Technology's overall financial health at a glance.Contemplating Other Strategies?Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:This technology could replace computers: discover 27 stocks that are working to make quantum computing a reality.Invest in the nuclear renaissance through our list of 91 elite nuclear energy infrastructure plays powering the global AI revolution.Capitalize on the AI infrastructure supercycle with our selection of the 39 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Zhejiang Leapmotor Technology might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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