EMEYA、ELETRE新款上市，莲花跑车以原创破局车市“内卷”

Core Viewpoint - Lotus Cars is successfully navigating the challenges of the luxury car market by focusing on original technology and a long-term strategy, achieving growth in sales and market share despite an overall market decline [1][6]. Group 1: Market Context - The luxury car market is experiencing a downturn, with many brands engaging in homogeneous competition characterized by configuration stacking and price wars [3]. - Lotus Cars is breaking this trend by emphasizing originality and returning to the essence of driving [3]. Group 2: Technological Innovation - Lotus Cars has integrated its racing heritage into new products, such as the EMEYA and ELETRE, featuring industry-leading technologies like the world's only pure electric production active dual-layer rear wing and the first active rear-wheel steering system in a pure electric SUV [5]. - The company has developed a digital intelligent control technology that balances handling and comfort, maximizing system efficiency [5]. Group 3: Financial Performance - In the first half of 2025, Lotus Cars delivered 2,813 vehicles and achieved total revenue of $218 million, with a 35% quarter-over-quarter revenue increase driven by accelerated deliveries of upgraded models [6]. - The company reported a 5% growth in sales in a market where luxury car sales have declined by 30%-40% [6]. Group 4: Market Position - Lotus Cars has seen a significant increase in its market share in the high-end pure electric SUV segment, with the ELETRE leading the market for SUVs priced above $550,000 [6]. - The company’s cash flow remains robust, supported by commitments of up to $500 million from institutional investors and strategic partners, ensuring funding for future R&D and market expansion [8].