莲花冯擎峰：坚持驾控基因，年销3万台即可实现盈亏平衡

Core Insights - Lotus has launched new models EMEYA and ELETRE, with starting prices of 538,000 yuan and 558,000 yuan respectively, reflecting a downward price adjustment while enhancing focus on driving performance [1] - The CEO of Lotus emphasizes the brand's competitive edge lies in "chassis intelligence," which aims to achieve a perfect balance between comfort and handling through precise control algorithms [1][2] - Lotus has established "Qianli Intelligent Driving" in collaboration with Geely and Qianli Technology, focusing on performance and handling rather than merely integrating resources from the broader Geely system [1] Pricing Strategy - The company is adjusting its pricing strategy to balance the high costs associated with electric vehicles, citing examples from its own pricing adjustments from over 1 million yuan to the 800,000-900,000 yuan range [2] - The CEO acknowledges the challenges in achieving breakeven this year but believes that reaching an annual sales target of 30,000 units will enable profitability [2] Product Development and Innovation - Lotus plans to launch a D-class SUV by 2026-2027 and continue to develop hybrid models, while maintaining a longer product development cycle of 4-5 years to ensure thorough testing [2][3] - The CEO calls for stricter regulations on data authenticity in vehicle testing to prevent fraudulent practices, which could undermine the industry [2] Market Expansion - The U.S. market is viewed as the most promising for Lotus, despite current tariffs leading to high vehicle prices, with the company having completed product certification for the U.S. market [3] - Lotus aims to maintain its focus on driving performance and technological innovation, resisting the trend of "copycat" products in the luxury vehicle segment [3] Strategic Vision - The company seeks to balance various aspects of its business, including maintaining its driving heritage while enhancing comfort through smart technology, striving for profitability while investing in R&D, and expanding globally while addressing geopolitical risks [3]