Stellantis is set to release a range of new models between 2025 and 2035, including a Fiat pick-up, 500 Ibrida, Tipo/Egea successor, and new Panda. Jeep will also see a revival with new models such as the J4U Compass and Recon, as well as facelifts for the Wagoneer and Grand Wagoneer. The company aims to revive Jeep's former status as a major earner and expand its product lineup in various regions.
Stellantis, the fourth-largest automaker globally, is set to release a range of new models between 2025 and 2035, marking a significant push into the electric vehicle (EV) market. The company's strategic partnership with Leapmotor, a leading Chinese EV manufacturer, is poised to accelerate this expansion.
Expanding into Europe and Beyond
Stellantis' partnership with Leapmotor, forming Leapmotor International B.V., aims to leverage Leapmotor's cutting-edge EV technology and Stellantis' extensive global distribution network. The joint venture is targeting Europe as its initial market, with plans to launch the T03 and C10 models by the end of 2024. By 2026, Leapmotor International aims to establish 500 sales points across Europe, India, Asia Pacific, the Middle East, Africa, and South America [1].
Technological Advancements
Leapmotor's competitive edge lies in its LEAP3.0 architecture, central integrated electronic systems, and cell-to-chassis (CTC) technology, which reduce costs and improve performance. The T03, for instance, offers a 265 km range and a starting price under €20,000, targeting budget-conscious European buyers. The C10, a range-extended electric SUV with lidar and smart-driving features, is tailored for emerging markets like South Africa, where it will debut in September 2024 [1].
Market Validation and Growth Potential
Leapmotor's domestic success in China validates its model. In 2024, the company delivered 293,724 units, a 103.76% year-on-year increase, and in 2025, it delivered 50,129 units in July alone, a 126% year-on-year growth. This momentum is expected to continue, with the company targeting 1 million global deliveries by 2026 [1].
Upcoming Model Launches
In addition to its partnership with Leapmotor, Stellantis has several new models planned for release between 2025 and 2035. These include:
- A Fiat pick-up truck, aiming to compete in the growing utility vehicle market.
- The 500 Ibrida, a hybrid version of the iconic 500, set to debut in 2025.
- The Tipo/Egea successor, a new compact car for the European market.
- A new Panda, aiming to revive the classic city car segment.
- Jeep will also see a revival with new models such as the J4U Compass and Recon, as well as facelifts for the Wagoneer and Grand Wagoneer [2].
Conclusion
Stellantis' strategic partnership with Leapmotor and its upcoming model launches position the company as a key player in the global EV transition. By leveraging Leapmotor's innovative technology and Stellantis' extensive distribution network, the joint venture is set to rapidly scale into Europe and other markets. For investors seeking exposure to the EV transition, this is a high-conviction opportunity that cannot be ignored.
References:
[1] https://www.ainvest.com/news/leapmotor-global-expansion-stellantis-high-conviction-ev-play-2025-2508/
[2] https://www.stellantis.com/news/upcoming-models-2025-2035
Comments
No comments yet