Core Viewpoint - Aston Martin Lagonda Global Holdings has lowered its profit targets for 2025 due to significant declines in performance, primarily driven by increased tariffs and competitive pressures in key markets [2][3] Group 1: Financial Performance - In Q2 of this year, Aston Martin's wholesale sales dropped from 1,053 units to 972 units year-on-year, resulting in a 34% decline in revenue to nearly £221 million [2] - Gross profit fell by 54% year-on-year to £61.4 million, leading the company to adjust its profit expectations [2] - The company now anticipates that its gross margin will remain roughly in line with the 37% target set for 2024, abandoning the previously set goal of 40% [2] Group 2: Market Challenges - Tariff issues have significantly impacted Aston Martin's business, with the UK automotive manufacturers facing a tariff increase from 2.5% to 10% for exports to the US, and a steep 27.5% tariff for units exceeding 100,000 [2] - Sales in the Asia-Pacific region accounted for over 25% of total revenue in the first half of 2025 but experienced a 9% year-on-year decline [2] - The company faces intense competition in the Chinese market from domestic brands like Hongmeng Zhixing and Xiaomi, which are offering products that challenge the luxury import market [2] Group 3: Strategic Responses - To address its challenges, Aston Martin plans to cut approximately 170 jobs, representing a 5% reduction in workforce, which is expected to save around £25 million annually [3] - The company is shifting its strategic focus towards enhancing operational execution and achieving financial sustainability [3] - Aston Martin has outlined plans for electrification, aiming to sell only electric or hybrid vehicles starting in 2026, and has partnered with Lucid Motors, although progress has been slow and the launch of its first electric model has been delayed [3]
二季度毛利率大跌54% 阿斯顿·马丁下调全年盈利目标
Xi Niu Cai Jing·2025-08-05 08:21