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沃尔沃CEO汉肯·塞缪尔森：在中国，欧美车企不再是中国车企的老师
Jing Ji Guan Cha Wang·2025-08-31 05:06

Core Insights - Hakan Samuelsson, at 74 years old, has returned as CEO of Volvo Cars, raising expectations for the company's future direction [2] - The launch of the new XC70 model in Chengdu highlights Volvo's commitment to the Chinese market and its strategic importance [2][8] Company Strategy - Samuelsson's return was prompted by an invitation from Geely's chairman, and he aims to focus on growth over the next two years [2] - Volvo is facing significant challenges in a rapidly changing automotive market, particularly with increasing competition from new entrants [3][8] - The company plans to concentrate on core markets: China, North America, Europe, and Asia-Pacific, tailoring strategies to each region's unique demands [4][8] Financial Performance - Volvo's Q2 2025 financial report showed revenues of 93.5 billion SEK, down from 101.5 billion SEK year-on-year, with a negative EBIT of 10 billion SEK and a -10.6% operating margin [4] - Vehicle sales in Q2 decreased by 12% year-on-year, indicating a tough period for the company [4] Electrification Strategy - Volvo's electrification strategy remains intact, aiming for 50% of sales to be fully electric by 2025, but has been adjusted to target 90-100% for new energy vehicles by 2030 [5][6] - The XC70 is positioned as a key model in this strategy, being the first plug-in hybrid built on the new SMA architecture, designed specifically for the Chinese market [5][6] Market Dynamics - The global automotive market is experiencing a slowdown in electrification progress due to uneven charging infrastructure and high costs of electric vehicles [6][7] - Competitors, including new entrants in China, are also shifting strategies, indicating a broader trend in the industry [7] Growth Focus - Samuelsson emphasizes the importance of growth, particularly in the Chinese market, which is seen as the most competitive globally [8][9] - The XC70's global launch, initially intended for China only, reflects a strategic pivot to leverage growth opportunities in Europe as well [8][10]