沃尔沃二季度净亏损75亿克朗，北美市场策略调整应对挑战

Financial Performance - In Q2 2025, Volvo reported a revenue of 93.5 billion SEK and an operating profit of 2.9 billion SEK, but faced a net loss of 7.51 billion SEK [1] - In comparison, Q2 2024 saw a revenue of 101.5 billion SEK and an operating profit of 8.2 billion SEK, with net profit figures not disclosed [1] Sales Data - Global retail sales in Q2 2024 reached 205,400 units, marking a 15% year-on-year increase, with electric vehicle sales up by 43% [3] - However, in Q2 2025, global sales declined to 181,600 units, with pure electric vehicle sales dropping by 26% year-on-year [3] Loss Analysis - The significant loss in Q2 2025 was primarily attributed to financial impairment adjustments related to the EX90 and ES90 platforms, resulting in an asset impairment of 11.4 billion SEK and restructuring costs of 1.4 billion SEK [3] - The company cited macroeconomic uncertainty, tariff policies, and increasing market competition as ongoing pressures on production and profitability [3] Strategic Responses - Volvo has implemented several measures to address current challenges, including reducing product offerings, pausing sales of certain models in the U.S., and discontinuing models like the S60 and S90 [3] - The company has also adjusted its asset valuations, particularly for the EX90 model, with a provision for impairment of 11.4 billion SEK [3] - Future product planning includes the introduction of a mid-size SUV, the XC60, expected to begin production by the end of 2026 [3] Market Focus - The CEO of Volvo emphasized the importance of localization strategies in the Chinese market, advocating for a deeper understanding of local consumer needs rather than simply replicating European products [4]