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, focusing on driving control and performance despite a price reduction from earlier versions [2] - The CEO of Lotus emphasizes the brand's competitive edge lies in "chassis intelligence," which enhances both comfort and handling through precise control algorithms [2] - Lotus has established "Qianli Intelligent Driving" in collaboration with Geely and Qianli Technology, focusing on performance and control rather than merely integrating existing intelligent driving resources [2] Pricing Strategy - The CEO acknowledges the challenge of balancing electric vehicle pricing, citing Lotus's own price adjustments from over 1 million yuan to the 800,000-900,000 yuan range [3] - The luxury electric vehicle market is under pressure, particularly in China, with Lotus aiming for breakeven at an annual sales volume of 30,000 units [3] - Lotus plans to introduce a D-class SUV by 2026-2027 and a plug-in hybrid model next year to enhance its market position [3] Product Development and Innovation - Lotus maintains a longer development cycle of 4-5 years for new vehicles, prioritizing thorough testing over rapid market entry [3] - The CEO calls for stricter regulations on data authenticity in vehicle testing to prevent fraudulent practices [3] - The launch event is seen as a tribute to originality in the automotive industry, with a call for more innovative and respected creations from Chinese brands [3] Market Expansion - The U.S. is identified as a key market for Lotus, despite high tariffs making their vehicles expensive at around $260,000 [4] - Lotus has completed product certification for the U.S. market and is exploring local production options to mitigate tariff impacts [5] - The CEO emphasizes the importance of technological innovation and brand building in the ultra-luxury segment, aiming to focus on core values rather than short-term trends [5] Strategic Balance - Lotus aims to balance maintaining its driving heritage with enhancing comfort through intelligent technology, while also striving for profitability and continued R&D investment [5] - The company seeks to navigate the challenges of the electric vehicle transition without compromising its foundational values [5]