大事提醒： 8月27日，路特斯科技将披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国当地时 间，实际披露日期以公司公告为准）。 8月13日，路特斯科技(LOT)盘中上涨2.72%，截至22:56，报2.075美元/股，成交3.25万美元，总市值 14.07亿美元。 财务数据显示，截至2025年03月31日，路特斯科技收入总额9282.3万美元，同比减少46.37%；归母净利 润-1.83亿美元，同比增长29.1%。 资料显示，路特斯科技公司是一家领先的豪华纯电动汽车(BEV)制造商,设计、开发和销售豪华生活方式 车(日常使用的非跑车),旗下拥有标志性的英国品牌"Lotus"。凭借70多年的赛车传统和在汽车行业的领 先地位,Lotus品牌象征着性能、设计和工程方面的市场领先标准。融合基于世界一流研发能力的专有下 一代技术和吉利控股授权的轻资产模式,该公司正在电气化,数字化和智能化方面开辟新的领域。 本文源自：金融界 作者：行情君 ...

8月12日，路特斯科技(LOT)盘中上涨3.41%，截至22:10，报2.03美元/股，成交1.11万美元，总市值13.77 亿美元。 财务数据显示，截至2025年03月31日，路特斯科技收入总额9282.3万美元，同比减少46.37%；归母净利 润-1.83亿美元，同比增长29.1%。 大事提醒： 资料显示，路特斯科技公司是一家领先的豪华纯电动汽车(BEV)制造商,设计、开发和销售豪华生活方式 车(日常使用的非跑车),旗下拥有标志性的英国品牌"Lotus"。凭借70多年的赛车传统和在汽车行业的领 先地位,Lotus品牌象征着性能、设计和工程方面的市场领先标准。融合基于世界一流研发能力的专有下 一代技术和吉利控股授权的轻资产模式,该公司正在电气化,数字化和智能化方面开辟新的领域。 本文源自：金融界 作者：行情君 8月27日，路特斯科技将披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国当地时 间，实际披露日期以公司公告为准）。 ...

Group 1 - The stock price of Lotus Technology (LOT) increased by 4.43% on August 8, reaching $2.13 per share, with a total market capitalization of $1.445 billion [1] - As of March 31, 2025, Lotus Technology reported total revenue of $92.823 million, a year-on-year decrease of 46.37%, while the net profit attributable to shareholders was -$183 million, an increase of 29.1% year-on-year [1] Group 2 - Lotus Technology is a leading manufacturer of luxury battery electric vehicles (BEVs), focusing on the design, development, and sales of luxury lifestyle vehicles [2] - The company is known for its iconic British brand "Lotus," which symbolizes performance, design, and engineering excellence, backed by over 70 years of racing tradition [2] - Lotus Technology is advancing in electrification, digitalization, and intelligence, leveraging proprietary next-generation technology and a light-asset model authorized by Geely Holding [2]

Group 1 - The stock price of Lotus Technology (LOT) increased by 5.03% on August 6, closing at $2.09 per share, with a total market capitalization of $1.418 billion [1] - As of March 31, 2025, Lotus Technology reported total revenue of $92.823 million, a year-on-year decrease of 46.37%, and a net loss attributable to shareholders of $183 million, which represents a year-on-year increase of 29.1% [1] Group 2 - Lotus Technology is a leading manufacturer of luxury battery electric vehicles (BEVs), focusing on the design, development, and sales of luxury lifestyle vehicles [2] - The company is known for its iconic British brand "Lotus," which symbolizes market-leading standards in performance, design, and engineering, backed by over 70 years of racing tradition [2] - Lotus Technology is advancing in electrification, digitalization, and intelligence, leveraging proprietary next-generation technology and a light-asset model authorized by Geely Holding [2]

财务数据显示，截至2025年03月31日，路特斯科技收入总额9282.3万美元，同比减少46.37%；归母净利 润-1.83亿美元，同比增长29.1%。 作者：行情君 大事提醒： 资料显示，路特斯科技公司是一家领先的豪华纯电动汽车(BEV)制造商,设计、开发和销售豪华生活方式 车(日常使用的非跑车),旗下拥有标志性的英国品牌"Lotus"。凭借70多年的赛车传统和在汽车行业的领 先地位,Lotus品牌象征着性能、设计和工程方面的市场领先标准。融合基于世界一流研发能力的专有下 一代技术和吉利控股授权的轻资产模式,该公司正在电气化,数字化和智能化方面开辟新的领域。 8月5日，路特斯科技(LOT)盘中上涨2.18%，截至21:57，报1.942美元/股，成交943.0美元，总市值13.17 亿美元。 本文源自：金融界 8月27日，路特斯科技将披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国当地时 间，实际披露日期以公司公告为准）。 ...

资料显示，路特斯科技公司是一家领先的豪华纯电动汽车(BEV)制造商,设计、开发和销售豪华生活方式 车(日常使用的非跑车),旗下拥有标志性的英国品牌"Lotus"。凭借70多年的赛车传统和在汽车行业的领 先地位,Lotus品牌象征着性能、设计和工程方面的市场领先标准。融合基于世界一流研发能力的专有下 一代技术和吉利控股授权的轻资产模式,该公司正在电气化,数字化和智能化方面开辟新的领域。 本文源自：金融界 作者：行情君 大事提醒： 8月27日，路特斯科技将披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国当地时 间，实际披露日期以公司公告为准）。 8月4日，路特斯科技(LOT)盘中上涨3.68%，截至22:15，报1.97美元/股，成交4.2万美元，总市值13.36亿 美元。 财务数据显示，截至2025年03月31日，路特斯科技收入总额9282.3万美元，同比减少46.37%；归母净利 润-1.83亿美元，同比增长29.1%。 ...

Group 1 - The core viewpoint of the article highlights the financial performance and market position of Lotus Technology, indicating a significant decline in revenue while showing an increase in net profit [1][2][3] Group 2 - As of August 1, Lotus Technology's stock price increased by 2.43%, reaching $2.11 per share, with a total market capitalization of $1.431 billion [1] - Financial data reveals that as of March 31, 2025, Lotus Technology's total revenue was $92.823 million, representing a year-on-year decrease of 46.37%, while the net profit attributable to shareholders was -$183 million, showing a year-on-year increase of 29.1% [1] - Lotus Technology is recognized as a leading manufacturer of luxury battery electric vehicles (BEVs), focusing on the design, development, and sales of luxury lifestyle vehicles, leveraging over 70 years of racing tradition and a strong market position [2]

财务数据显示，截至2025年03月31日，路特斯科技收入总额9282.3万美元，同比减少46.37%；归母净利 润-1.83亿美元，同比增长29.1%。 大事提醒： 8月27日，路特斯科技将披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国当地时 间，实际披露日期以公司公告为准）。 7月30日，路特斯科技(LOT)盘中上涨2.94%，截至22:55，报2.1美元/股，成交11.34万美元，总市值14.24 亿美元。 资料显示，路特斯科技公司是一家领先的豪华纯电动汽车(BEV)制造商,设计、开发和销售豪华生活方式 车(日常使用的非跑车),旗下拥有标志性的英国品牌"Lotus"。凭借70多年的赛车传统和在汽车行业的领 先地位,Lotus品牌象征着性能、设计和工程方面的市场领先标准。融合基于世界一流研发能力的专有下 一代技术和吉利控股授权的轻资产模式,该公司正在电气化,数字化和智能化方面开辟新的领域。 本文源自：金融界 作者：行情君 ...

Core Viewpoint - Lotus Technology Inc. is set to acquire 100% of Lotus Advance Technologies Sdn Bhd ("Lotus UK") after Etika Automotive Sdn Bhd exercised its put option, following a similar action by Geely International (Hong Kong) Limited, enabling full control and consolidation of Lotus UK's operations [1][2][4]. Group 1 - Etika exercised its put option on June 30, 2025, requiring Lotus Technology to purchase 49% of Lotus UK [1]. - The acquisition will be completed through non-cash transactions based on pre-agreed prices, allowing the company to consolidate Lotus UK's financial results [2][3]. - Lotus UK is responsible for manufacturing Lotus' sportscars and hyper cars, as well as providing consultancy services to OEMs and Tier 1 suppliers globally [3]. Group 2 - The put option agreements with Geely HK and Etika were established in conjunction with a business combination involving L Catterton Asia Acquisition Corp, with conditions based on vehicle sales exceeding 5,000 in 2024 [4]. - As of December 31, 2024, the conditions for exercising the put options were satisfied, allowing the transactions to proceed [4]. - The company will issue new shares valued at $10 per share in exchange for the transfer of Lotus UK shares, with Lotus UK valued at 1.15 times revenue plus cash minus debt [5]. Group 3 - Lotus Technology Inc. operates across the UK, EU, and China, focusing on luxury battery electric vehicles and next-generation automobility technologies [6].

Core Viewpoint - The ultra-luxury car market in China is experiencing a significant downturn, with a 53% year-on-year drop in sales of vehicles priced over one million yuan in Q1 2025, indicating a faster contraction than the overall industry [1] Group 1: Market Performance - In Q1 2025, sales of million-level luxury cars fell to 21,000 units, a stark contrast to the stable annual sales of around 200,000 units from 2021 to 2023 [1][2] - Lotus Technology reported a 46% decline in revenue year-on-year, but also showed signs of recovery with a 56% reduction in operating losses and an increase in gross margin from 3% in 2024 to 12% in Q1 2025 [2][4] Group 2: Financial Metrics - Lotus's operating loss decreased from $233 million in the previous year to $103 million, while adjusted EBITDA improved from -$200 million to -$136 million, reflecting a 33% reduction [4] - The gross margin increased from 7% to 12% in Q1 2025, indicating a strong recovery despite still being lower than the previous year [5][6] Group 3: Market Strategy - Lotus is focusing on cost control and efficiency improvements, with a continuous decline in operating expenses over six quarters [4] - The company is also diversifying its market presence, achieving a balanced distribution of sales across Europe, China, and North America, each accounting for 32% of total sales [8] Group 4: Future Outlook - The ultra-luxury car market in China is expected to have a long-term demand ceiling, despite current challenges, as the economic level continues to rise [11] - Lotus aims to leverage its historical brand value and technological advancements to differentiate itself in a competitive market, focusing on electric and hybrid models [13][14]