OPmobility and the Yanfeng Group will bolster their joint venture YFPO, a leader in Chinese exterior car body parts, by transferring their respective module assembly activities to it. YFPO will also be able to offer signature lighting and decorative solutions, thereby broadening its technological portfolio. Following the completion of this operation, scheduled for 2026 pending approval from Chinese authorities, YFPO will encompass approximately 3,000 employees, 38 factories, and an R&D center in China. The integration of these new activities is expected to generate industrial and commercial synergies and strengthen the group's position with automotive manufacturers, particularly new Chinese electric and hybrid players.
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According to Félicie Burelle, CEO of OPmobility, this agreement 'renews and strengthens' a partnership that began 18 years ago and opens a 'new chapter' for YFPO with an offering that combines body systems, lighting, modules, and software. The operation is part of OPmobility's strategy for geographical and technological diversification.
La performance du Groupe au troisième trimestre illustre l’agilité et l’engagement de nos équipes et notre capacité à créer de la valeur dans la durée.
Chiffre d’affaires économique du 3e trimestre 2025 à 2 719 millions d’euros, croissance organique de +2,6 % ; forte progression en Amérique du Nord et en Asie ; émission obligataire de 300 millions d’euros en juillet 2025 ; confirmation des objectifs 2025 visant l’amélioration des agrégats financiers et la réduction de la dette nette.
Risks mentioned
Volatilité macroéconomique et contexte géopolitique
Impact des variations de taux de change (impact de change de 75 millions d’euros sur le chiffre d’affaires consolidé au 3e trimestre 2025)
Droits de douane affectant différemment les clients
Périodes de fermeture d’usines clients (impact sur Modules et certaines activités en Europe)
Opportunities identified
Accélération du développement en Inde avec ambition de plus que doubler les ventes d’ici 2030
Croissance soutenue en Amérique du Nord et en Asie
Développement de packs de batteries et solutions hydrogène pour la mobilité collective
Partenariat stratégique avec HESS AG pour les packs de batteries
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