{"id":186610,"date":"2026-05-25T12:20:47","date_gmt":"2026-05-25T10:20:47","guid":{"rendered":"https:\/\/newmobility.news\/?p=186610"},"modified":"2026-05-22T12:21:45","modified_gmt":"2026-05-22T10:21:45","slug":"stellantis-bets-on-land-rover-and-dongfeng-to-regain-market-share","status":"publish","type":"post","link":"https:\/\/newmobility.news\/fr\/2026\/05\/25\/stellantis-bets-on-land-rover-and-dongfeng-to-regain-market-share\/","title":{"rendered":"Stellantis mise sur Land Rover et Dongfeng pour regagner des parts de march\u00e9"},"content":{"rendered":"<p>\u00c0 l'issue de sa premi\u00e8re journ\u00e9e des investisseurs en tant que PDG, Antonio Filosa pr\u00e9sente d\u00e9j\u00e0 deux accords fondamentaux de son plan de redressement strat\u00e9gique : l'un pr\u00e9voit de construire des mod\u00e8les Voyah dans l'usine fran\u00e7aise Citro\u00ebn de Rennes, l'autre ouvre la porte \u00e0 une Jeep pour les \u00c9tats-Unis, d\u00e9velopp\u00e9e et fabriqu\u00e9e en collaboration avec Land Rover.<\/p>\n<p>Stellantis a besoin d'une renaissance. L'entreprise est submerg\u00e9e par des marques trop nombreuses et trop peu diff\u00e9renci\u00e9es, un abandon de la client\u00e8le en Europe et des pertes qui ont atteint 2,3 milliards d'euros au cours du premier semestre de l'ann\u00e9e. Filosa a travaill\u00e9 sur un plan de redressement massif, le <a href=\"https:\/\/newmobility.news\/fr\/2026\/05\/22\/filosas-fix-for-stellantis-opel-and-citroen-step-back-usa-steps-up\/\">dont les premiers d\u00e9tails apparaissent peu \u00e0 peu<\/a>.<\/p>\n<h4>Protocole d'accord<\/h4>\n<p>Il semble que l\u00e0 o\u00f9 l'\u00e8re Tavares se d\u00e9finissait par une r\u00e9duction brutale des co\u00fbts et une maximisation des marges, l'\u00e8re Filosa semble se d\u00e9finir par quelque chose de diff\u00e9rent : le partenariat. Des deux c\u00f4t\u00e9s de l'Atlantique, Stellantis fait le pari qu'elle ne peut pas \u00eatre comp\u00e9titive seule. D'une certaine mani\u00e8re, c'est ce que l'on peut attendre de petites entreprises automobiles ind\u00e9pendantes qui ont besoin d'une certaine envergure. Mais apparemment, les partenaires Dongfeng et JLR ont quelque chose \u00e0 offrir que les quatorze marques chapeaut\u00e9es par Stellantis ne peuvent pas offrir. En soi, cela en dit long sur le v\u00e9ritable probl\u00e8me du groupe.<\/p>\n<p>Le plus important des deux accords confirm\u00e9s concerne le partenaire chinois de Stellantis, Dongfeng Motor, qui existe depuis 34 ans. Les deux entreprises ont convenu de construire des Peugeot et des Jeep en Chine pour l'exportation, mais elles ont maintenant sign\u00e9 un protocole d'accord non contraignant pour cr\u00e9er une nouvelle entreprise commune europ\u00e9enne dirig\u00e9e par Stellantis. Cette derni\u00e8re est divis\u00e9e en 51\/49 en faveur de Stellantis et couvrira les ventes, la distribution, la fabrication, l'achat et l'ing\u00e9nierie des v\u00e9hicules \u00e0 \u00e9nergie nouvelle de Dongfeng sur des march\u00e9s europ\u00e9ens d\u00e9sign\u00e9s.<\/p>\n<h4>Voyahs de Rennes<\/h4>\n<p>La pi\u00e8ce ma\u00eetresse de cette coentreprise est la marque de v\u00e9hicules \u00e9lectriques haut de gamme de Dongfeng, Voyah. D\u00e9j\u00e0 disponible en Europe sous forme d'importation, Voyah sera fabriqu\u00e9e localement dans le cadre de l'accord. La production aurait lieu \u00e0 l'usine Stellantis de Rennes, un site qui a d\u00e9j\u00e0 produit plus de 400 000 v\u00e9hicules par an mais qui, aujourd'hui, assemble principalement le Citro\u00ebn C5 Aircross, ce qui le rend gravement sous-utilis\u00e9.<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<p>La logique industrielle est difficilement contestable : Les usines europ\u00e9ennes souffrent de surcapacit\u00e9 et les marques chinoises ont besoin du \u2018made in Europe\u2019 pour \u00e9chapper aux droits de douane de l'UE. De leur c\u00f4t\u00e9, les marques europ\u00e9ennes peuvent apprendre des Chinois une ou deux choses sur la fabrication moderne. Le premier candidat pour la Voyah fran\u00e7aise serait le SUV Courage, dont le prix se situe dans le haut de gamme.<\/p>\n<p>Mais l'entreprise commune est bien plus qu'un simple accord de fabrication. Stellantis cherche explicitement \u00e0 acc\u00e9der \u00e0 la cha\u00eene d'approvisionnement chinoise de NEV de Dongfeng, qui est comp\u00e9titive en termes de co\u00fbts. \u201cNous offrirons \u00e0 nos clients un choix encore plus large de produits et de prix comp\u00e9titifs\u201d, a d\u00e9clar\u00e9 M. Filosa dans l'annonce officielle. Il semble que le nouveau PDG veuille r\u00e9it\u00e9rer le partenariat exemplaire avec le Chinois Leapmotor, qui a \u00e9t\u00e9 un succ\u00e8s pour les deux parties.<span class=\"Apple-converted-space\">\u00a0 \u00a0<\/span><\/p>\n<h4>Un lien inattendu avec Land Rover<\/h4>\n<p>Si l'accord avec Dongfeng concerne les droits de douane europ\u00e9ens, l'accord moins attendu entre Stellantis et Land Rover vise \u00e0 faire quelque chose de comparable en Am\u00e9rique du Nord : utiliser l'empreinte manufacturi\u00e8re existante de Stellantis aux \u00c9tats-Unis pour prot\u00e9ger une marque de luxe britannique contre les droits de douane de 25% impos\u00e9s par Trump sur les v\u00e9hicules import\u00e9s.<\/p>\n<p>En outre, dans ce cas, les deux constructeurs automobiles ont sign\u00e9 un protocole d'accord non contraignant pour explorer le d\u00e9veloppement de produits et la collaboration technologique sp\u00e9cifiquement pour le march\u00e9 am\u00e9ricain. Les deux parties soulignent le caract\u00e8re exploratoire de l'accord, mais la pression commerciale qui le sous-tend est tout sauf subtile. Chaque Range Rover, Defender et Discovery vendu aux \u00c9tats-Unis aujourd'hui est exp\u00e9di\u00e9 depuis le Royaume-Uni, ce qui laisse \u00e0 JLR une facture de droits d'importation de 490 millions d'euros pour le seul exercice en cours.<span class=\"Apple-converted-space\">\u00a0<\/span><\/p>\n<p>Pour Stellantis, la logique est sym\u00e9trique \u00e0 celle de la France. Ses usines am\u00e9ricaines ne tournent pas \u00e0 plein r\u00e9gime. Un accord de production avec JLR permettrait de g\u00e9n\u00e9rer des revenus \u00e0 partir d'actifs sous-utilis\u00e9s.<\/p>\n<p>En outre, les mod\u00e8les Land Rover sont prestigieux et \u00e0 forte marge, et ne font pas directement double emploi avec les v\u00e9hicules Jeep. Le d\u00e9veloppement d'un SUV en commun faciliterait la commercialisation aupr\u00e8s de diff\u00e9rents groupes de clients. Plus facile que de faire la distinction entre une Corsa, une 500, une Ypsilon, une 208 et une C3, pour ne citer qu'un exemple de la constellation Stellantis...<\/p>\n<h4>D\u00e9velopper les partenariats existants<\/h4>\n<p>Dans une avalanche de communiqu\u00e9s de presse, Stellantis a \u00e9galement fait savoir que Stellantis et Qualcomm Technologies ont annonc\u00e9 l'extension de leur collaboration technologique pluriannuelle. Les v\u00e9hicules Stellantis de la prochaine g\u00e9n\u00e9ration seront \u00e9quip\u00e9s du syst\u00e8me d'aide \u00e0 la conduite Snapdragon Digital Chassis de Qualcomm Technologies.<\/p>\n<p>Cette collaboration \u00e9largie int\u00e8gre les solutions de ch\u00e2ssis Snapdragon Digital avec STLA Brain, la plateforme \u00e9lectronique et logicielle de Stellantis, afin d'am\u00e9liorer les performances du cockpit, de la connectivit\u00e9 et de l'assistance avanc\u00e9e \u00e0 la conduite (ADAS).<\/p>\n<p>D'autre part, Stellantis et Applied Intuition \u00e9tendent \u00e9galement leur collaboration pour faire progresser les logiciels automobiles et am\u00e9liorer l'exp\u00e9rience du client. Cette collaboration vise \u00e0 acc\u00e9l\u00e9rer le d\u00e9veloppement, la simulation, la validation et le d\u00e9ploiement des logiciels dans les principaux syst\u00e8mes automobiles.<\/p>","protected":false},"excerpt":{"rendered":"<p>In the wake of his first Investor Day as CEO, Antonio Filosa already presents two cornerstone deals of his strategic turnaround plan: one plans to build Voyah models at the French Citro\u00ebn factory in Rennes, the other opens the door to a Jeep for the US, developed and built together with Land Rover. Stellantis needs [&hellip;]<\/p>\n","protected":false},"author":715,"featured_media":186611,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[77160,28,16,77169,4,77165],"tags":[],"class_list":["post-186610","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-china","category-europe","category-industry","category-market","category-top-stories-today","category-usa"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/Rennes-Stellantis.png?fit=1664%2C1062&ssl=1",1664,1062,false],"thumbnail":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/Rennes-Stellantis.png?resize=150%2C150&ssl=1",150,150,true],"medium":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/Rennes-Stellantis.png?fit=300%2C191&ssl=1",300,191,true],"medium_large":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/Rennes-Stellantis.png?fit=640%2C408&ssl=1",640,408,true],"large":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/Rennes-Stellantis.png?fit=640%2C409&ssl=1",640,409,true],"1536x1536":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/Rennes-Stellantis.png?fit=1536%2C980&ssl=1",1536,980,true],"2048x2048":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/Rennes-Stellantis.png?fit=1664%2C1062&ssl=1",1664,1062,true],"trp-custom-language-flag":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/Rennes-Stellantis.png?fit=18%2C12&ssl=1",18,12,true],"related-thumb":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/Rennes-Stellantis.png?resize=640%2C480&ssl=1",640,480,true],"gform-image-choice-sm":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/Rennes-Stellantis.png?resize=300%2C300&ssl=1",300,300,true],"gform-image-choice-md":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/Rennes-Stellantis.png?resize=400%2C400&ssl=1",400,400,true],"gform-image-choice-lg":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/Rennes-Stellantis.png?resize=600%2C600&ssl=1",600,600,true],"mailchimp":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/Rennes-Stellantis.png?fit=560%2C357&ssl=1",560,357,true],"unipress-phone":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/Rennes-Stellantis.png?resize=640%2C100&ssl=1",640,100,true],"unipress-tablet":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/Rennes-Stellantis.png?resize=1536%2C240&ssl=1",1536,240,true],"unipress-tablet-portrait":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/Rennes-Stellantis.png?resize=1536%2C180&ssl=1",1536,180,true],"unipress-tablet-landscape":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/Rennes-Stellantis.png?resize=1664%2C180&ssl=1",1664,180,true],"unipress-smartphone":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/Rennes-Stellantis.png?resize=1080%2C168&ssl=1",1080,168,true],"unipress-wide-screen":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/05\/Rennes-Stellantis.png?resize=1664%2C180&ssl=1",1664,180,true]},"post_excerpt_stackable_v2":"<p>In the wake of his first Investor Day as CEO, Antonio Filosa already presents two cornerstone deals of his strategic turnaround plan: one plans to build Voyah models at the French Citro\u00ebn factory in Rennes, the other opens the door to a Jeep for the US, developed and built together with Land Rover. Stellantis needs a renaissance. The company is engulfed by too many and too few differentiating brands, a customer exit in Europe, and losses that have mounted to \u20ac2.3 billion during the first half of the year. Filosa has worked on a massive turnaround plan, the first details&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/newmobility.news\/fr\/category\/china\/\" rel=\"category tag\">China<\/a>, <a href=\"https:\/\/newmobility.news\/fr\/category\/europe\/\" rel=\"category tag\">Europe<\/a>, <a href=\"https:\/\/newmobility.news\/fr\/category\/industry\/\" rel=\"category tag\">Industry<\/a>, <a href=\"https:\/\/newmobility.news\/fr\/category\/market\/\" rel=\"category tag\">Market<\/a>, <a href=\"https:\/\/newmobility.news\/fr\/category\/top-stories-today\/\" rel=\"category tag\">Top Stories Today<\/a>, <a href=\"https:\/\/newmobility.news\/fr\/category\/usa\/\" rel=\"category tag\">USA<\/a>","author_info_v2":{"name":"Piet Andries","url":"https:\/\/newmobility.news\/fr\/author\/piet-andriesgmail-com\/"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Stellantis bets on Land Rover and Dongfeng to regain market share - newmobility.news<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/newmobility.news\/fr\/2026\/05\/25\/stellantis-bets-on-land-rover-and-dongfeng-to-regain-market-share\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Stellantis bets on Land Rover and Dongfeng to regain market share - newmobility.news\" \/>\n<meta property=\"og:description\" content=\"In the wake of his first Investor Day as CEO, Antonio Filosa already presents two cornerstone deals of his strategic turnaround plan: one plans to build Voyah models at the French Citro\u00ebn factory in Rennes, the other opens the door to a Jeep for the US, developed and built together with Land Rover. 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