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捷豹“粉色硬汉”,爽约了
汽车商业评论· 2025-07-20 15:52
Core Viewpoint - Jaguar Land Rover has announced a delay in the launch of two electric vehicle models to allow for more testing time and to wait for a rebound in market demand [3][9][10]. Group 1: Delay in Electric Vehicle Launch - The launch of the all-electric Range Rover, originally scheduled for late 2025, has been postponed to 2026 [3]. - The production start date for the first mass-produced Jaguar electric vehicle, "Type 00," has been set for August 2026, with a second model potentially delayed until December 2027 [3][9]. - The decision to delay is attributed to the need for longer validation periods for these models, as they are Jaguar Land Rover's first fully self-produced electric vehicles [4][8]. Group 2: Market and External Challenges - The postponement is influenced by external factors, including a 25% import tariff on vehicles imposed by the U.S. government, which has negatively impacted Jaguar Land Rover's overseas sales [9][12]. - The company reported a 10.7% decline in sales in the first quarter after halting exports to the U.S. [9]. - Jaguar Land Rover is also focusing on reducing costs and managing existing inventory while reassessing its global supply chain [13][14]. Group 3: Strategic Adjustments and Future Plans - The company has initiated a voluntary redundancy program for 500 management staff to enhance cost efficiency [14]. - Jaguar Land Rover aims to fully electrify its model lineup by 2030, with a strategic focus on brand image and new product development [16][19]. - The new logo for the Range Rover brand has been introduced, reflecting a commitment to a strong brand identity [16]. Group 4: Infrastructure and Technological Developments - Jaguar Land Rover is actively involved in electric vehicle infrastructure projects, including battery recycling and smart charging initiatives [25][26]. - A pilot project with ev.energy aims to optimize charging costs and energy efficiency for Jaguar I-PACE vehicles [26][27]. - The Tata Group's battery factory in Somerset is expected to start production in Q4 2027, aligning with Jaguar Land Rover's electric vehicle production schedule [28]. Group 5: Industry Context and Strategic Positioning - The delay in new vehicle launches is viewed as a strategic advantage, allowing the company to avoid rushing into the market amid quality concerns affecting other manufacturers [29][30]. - Jaguar Land Rover's cautious approach reflects its commitment to maintaining high standards of design, performance, and quality in its electric vehicle offerings [10][30].