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Conference Minutes

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We maintain the 2026 net profit target at RMB 5 bn. Guidance unchanged.

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Leapmotor (4Q25 Trans): 2026 sales target unchanged at 1mn units---

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The following are the FY25Q3 earnings call minutes compiled by Dolphin Research. For earnings interpretation, please refer to &#34;Uber: Performance is Fine, but Scared by Robotaxi Again?&#34; 1. Review of Core Financial Data Trip Count: Increased by 22%, marking the fastest growth rate since 2023. User Growth: User base grew by 17%; user activity increased by 4%. Financial Performance: Total bookings grew by 21%, with the average price per trip remaining stable; adjusted EBITDA and free cash flow reached record highs...

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Uber (Minutes): Deliberately slowing profit margin growth, AV will not be profitable for a long time

Today’s Key News Recap

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1029 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. On October 28th, Eastern US time, the Federal Reserve began its two-day FOMC meeting, with the latest interest rate decision to be announced on the afternoon of the 29th local time (early morning of the 30th Beijing time). The market generally expects a 25 basis point rate cut, with the focus on whether the balance sheet reduction will end and the policy signals for December. Due to the government shutdown, the absence of key data such as employment, and significant internal disagreements on inflation risks and the pace of easing, some officials are concerned that a rate cut may exacerbate price pressures. 2. The spokesperson of the Ministry of Foreign Affairs announced: As agreed by both China and the US...

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The meeting between China and the U.S. is approaching; focus on tonight's Federal Reserve interest rate decision | Today's Important News Recap

Stellantis Plans to Co-produce E-Car EV with Leapmotor, Production Set for 2028

Stellantis Unveils Innovative Small Affordable EV Project

Stellantis Expected to Begin Production in 2028

Stellantis Designates Italy Pomiglianoo Factory for EV Production

Stellantis CEO Antonio Filosa to unveil new strategy on May 21

Stellantis Partners with ICL and Agillence to Optimize North American Finished Vehicle Logistics Network

Stellantis Agrees to Assemble Dongfeng Models at Rennes Factory to Avoid EU Tariffs

Viking Global Liquidates Chewy Stake, Increases GM by 34.8%, Reduces Stellantis in Q1

Detroit's Big Three Automakers Cut Over 20,000 Jobs; GM Cuts Another 500-600 This Week

Six Institutions Reorganize Dongfeng Peugeot-Citroën with Over 8 Billion RMB Investment in New Energy

Stellantis and Dongfeng sign deal to produce EVs in Wuhan by 2027

Stellantis and Dongfeng Plan to Produce Two Jeep EVs Starting in 2027

Stellantis: Dongfeng Peugeot-Citroën to Launch Two New Peugeot EVs in Wuhan from 2027

FactSet Raises Stellantis N.V. 2026 EPS Estimate to $0.94

Huawei, Jianghuai Automobile, and Stellantis Plan to Collaborate on Developing Maserati NEVs

BYD Negotiates Acquisition of European Plants with Stellantis

Jeep Partners with Captain America to Celebrate America's 250th Anniversary

Stellantis CEO says canceling a brand will lose customers

Stellantis CEO Considers Seeking Partnership

Chrysler Recalls Certain Vehicles in the US

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Stellantis plans to launch a new category of small, low-cost electric vehicles (E-Cars) in Europe, with production starting in 2028 at its Pomigliano plant in Italy. Priced around 15,000 euros ($17,500), the initiative aims to revive the shrinking entry-level car segment and improve plant utilization. The E-Car will leverage partnerships to reduce costs and support local jobs, addressing the need for affordable EVs in the EU market, similar to Japan's kei cars.

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Stellantis plans $17,500 small EV to revive European market

Stellantis announced plans to produce smaller, low-cost electric vehicles (EVs) for the European market, responding to a decline in demand for clean-energy vehicles. The company aims to address the challenges of under-utilized factories and competition from Chinese rivals. CEO Antonio Filosa emphasized the need for affordable, stylish vehicles made in Europe. The initiative aligns with EU regulations requiring a significant shift to electric cars by 2035, and Stellantis is exploring partnerships with Chinese automakers.

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Stellantis joins race to build mini-EVs for Europe

Stellantis reveals innovative e-car project offering small, budget-friendly option for consumers.

Unusual Whales

Stellantis reveals innovative e-car project offering small, budget-friendly option for consumers.

Stellantis NV(STLA.US)

Stellantis plans $17,500 small EV to revive European market

Stellantis joins race to build mini-EVs for Europe

Stellantis reveals innovative e-car project offering small, budget-friendly option for consumers.