The trend of electric vehicle and the strategic dilemma of Stellantis

Mar 11, 2026
By Yang Shuichu
Reading time: 17 mins.

The global automotive industry is undergoing an irreversible shift toward electrification, propelled by stringent carbon emission regulations, battery technology advancements, and evolving consumer demand. While the global market is projected to reach a penetration rate of 40%–50% by 2030, Stellantis Group has encountered a profound strategic dilemma, resulting in a €22.3 billion net loss for 2025.
PDF version available in English and Chinese