"我们的核心竞争力就是操控，这是永远不变的追求。通过智能化让底盘实现有机统一，这就是我一直强调的'让舒适性和操控性能达到完美统一'，我认为 这始终是莲花的核心竞争力。"冯擎峰表示。 值得注意的是，此次莲花新车发布会现场还打造了"驾控街区"，集中展示来自欧洲、美国、日本、中国等不同国家和地区的代表性跑车，包括法拉利458、 保时捷911GT3、阿斯顿·马丁DB11、雪佛兰科迈罗、丰田AE86、马自达RX-7、日产GT-R、蔚来EP9、领克03+TCR Cyan、莲花EVIJA等。 近年来，全球超豪华车市场整体较为低迷，市场增长乏力，特别是在中国市场，超豪华品牌普遍遭遇困境。根据乘联分会秘书长崔东树披露的数据，今年前 5个月，宾利在华销量为884辆，同比减少20%；劳斯莱斯在华销量为289辆，同比减少23%；法拉利在华销量为300辆，同比减少14%；兰博基尼在华销量为 157辆，同比减少39%。 "全球来看，超豪华品牌的市场需求没改变，但中国市场变化很大。一方面是中国自主品牌崛起，它们能提供更多情绪价值，还配'冰箱、彩电、大沙发'， 同时大力宣传智能化；另一方面，很多超豪华品牌虽然产品本身很棒，但缺少对用户情绪价 ...

近日，超豪华汽车品牌法拉利宣布重大人事调整：自2025年9月起，杨跃思将出任大中华区总裁，接替 自2020年起执掌该职位的白贝。 此次换帅正值法拉利大中华区销量连续三年下滑、电动化战略调整的关键节点，这场人事变动也引发行 业关注。 据法拉利中国方面介绍，新任总裁杨跃思于2014年加入法拉利，早期负责总部全球人力资源事务及合规 体系建设，2020年起担任澳大利亚及新西兰总裁，期间还曾在美洲地区主导销售与市场营销工作，其任 职背景覆盖法拉利欧洲、美洲、澳新三大核心市场，具备丰富的全球运营经验。 法拉利方面表示，杨跃思的跨区域管理能力将助力品牌在大中华区推进下一步发展，这一任命的背后， 是大中华区持续承压的销量表现。 前任总裁白贝任期内曾创下亮眼成绩——2022年大中华区销量达1552辆，同比增长 72.6%，占全球总销 量（13221 辆）的 11.7%，成为仅次于欧洲、美洲的第三大市场。 然而好景不长，2023年大中华区交付量降至1490辆，同比下滑 4%，成为法拉利全球唯一负增长的主要 市场。 2024年法拉利全球总交付量微增 0.7%至13752辆，而大中华区销量占比进一步降至 8.4%，约1162辆， 同 ...

近日，意大利超豪华跑车品牌法拉利宣布，自2025年9月起，杨跃思正式出任法拉利大中华区总裁。 据悉，杨跃思2014年加入法拉利，之后便开始了在全球多个重要市场的履职生涯，先后在欧洲、美洲及 澳大利亚和新西兰地区担任重要管理职务，积累了超过10年的全球管理经验。 《中国经营报》记者注意到，中国是法拉利近年来下滑最为明显的细分市场，2025年上半年销量仅为 356辆，同比下滑20%，同期欧洲和北美市场均实现正向增长。同时，被法拉利认为能够重振中国市场 的首款纯电车型，也确认将推迟至2026年亮相。 法拉利中国方面表示，法拉利近年来持续向中国市场引入多款新产品，包括旗舰V12发动机车型，以满 足高端客户需求。品牌还通过参与GT赛事、举办品牌体验活动以及提供专属客户项目等方式，强化与 消费者的连接。 "法拉利在中国市场的渠道建设也在进行中。"法拉利中国方面进一步表示，公司在以粤港澳大湾区为代 表的重点区域增设展厅和服务中心，以提升客户服务覆盖范围和服务体验。位于上海外高桥保税区的仓 库设施也进行了扩容，旨在优化供应链效率，更好地服务中国市场的客户需求。 值得关注的是，近日，法拉利公布了2025年第二季度财务业绩。财报 ...

Core Viewpoint - Stellantis Group has denied rumors of selling its luxury car brand Maserati, despite ongoing speculation and declining sales figures [2][4]. Group 1: Sales Performance - Maserati's global deliveries have decreased from 25,900 units in 2022 to 11,300 units in 2024, with sales in China dropping from 4,680 units in 2022 to 1,209 units [2][4]. - In China, Maserati's sales have halved, with figures falling from 14,400 units in 2017 to just 1,209 units in 2024, marking a 58% decline [4][6]. - The first five months of 2025 saw Maserati's sales at only 384 units, a 44% year-on-year decrease [4][8]. Group 2: Financial Performance - Stellantis Group reported a net revenue of €156.9 billion in 2024, a 17% decline year-on-year, and a net profit of €5.5 billion, down 70% [2]. - Maserati is currently facing financial difficulties and is operating at a loss, as stated by the Stellantis CEO [4][9]. Group 3: Brand Positioning and Strategy - The CEO of Stellantis emphasized that Maserati's issues stem from unclear brand positioning rather than product quality, indicating a need for better brand communication [5]. - Maserati has been associated with micro-businesses in China, which has negatively impacted its brand image and sales [5][6]. Group 4: Management Changes and Pricing Strategy - Maserati has frequently changed its leadership in China to address declining sales, with new appointments made in 2023 and 2024 [6][7]. - The brand has also reduced prices significantly, with some models now priced below €65,000, which undermines its luxury positioning [7][8]. Group 5: Market Trends - The luxury car market in China is experiencing a downturn, with other high-end brands like Bentley and Rolls-Royce also reporting sales declines [8]. - The overall trend indicates a slowdown in purchasing power among ultra-high-end consumers, posing challenges for maintaining brand influence and mitigating sales declines for Maserati [9].

Core Viewpoint - Ferrari has delayed the launch of its second all-electric vehicle from 2026 to at least 2028 due to insufficient demand for high-performance luxury electric cars, raising concerns about the future of ultra-luxury brands' transition to electric vehicles [2][4]. Group 1: Ferrari's Electric Vehicle Strategy - Since 2019, Ferrari has entered the hybrid vehicle market, with hybrids expected to account for half of its total sales by 2024 [3]. - The first all-electric model was initially set to debut in 2026, but the timeline has been adjusted, with the global premiere now scheduled for spring 2026 and first deliveries expected in October 2026 [3][4]. - The second all-electric model, seen as a pivotal point in Ferrari's electric strategy, was originally planned for late 2026 but is now anticipated to launch no earlier than 2028 [4]. Group 2: Market Challenges for Ultra-Luxury Brands - The demand for high-performance electric vehicles is currently perceived as "zero," with internal targets for sales of 5,000 to 6,000 units over five years deemed unsustainable due to lack of customer interest [4]. - The unique sound of internal combustion engines is a significant appeal for Ferrari's core clientele, and the absence of this feature in electric vehicles may diminish their attractiveness [4][6]. - Other luxury brands, such as Lamborghini and Aston Martin, are also facing similar challenges, with several delaying their electric vehicle launches due to insufficient consumer interest [7][10]. Group 3: Industry Trends and Responses - Many ultra-luxury brands are postponing or scaling back their electric ambitions, with Lamborghini pushing its first all-electric model from 2028 to 2029 [7]. - Bentley has delayed its first all-electric vehicle from 2025 to 2026 and extended its timeline for full electrification from 2030 to 2035 [9]. - Maserati has canceled plans for an electric version of its MC20 model due to anticipated low demand, indicating a preference among its customers for high-performance gasoline engines [10][11].

Core Viewpoint - The ultra-luxury car market in China is experiencing a significant downturn, with a 53% year-on-year drop in sales of vehicles priced over one million yuan in Q1 2025, indicating a faster contraction than the overall industry [1] Group 1: Market Performance - In Q1 2025, sales of million-level luxury cars fell to 21,000 units, a stark contrast to the stable annual sales of around 200,000 units from 2021 to 2023 [1][2] - Lotus Technology reported a 46% decline in revenue year-on-year, but also showed signs of recovery with a 56% reduction in operating losses and an increase in gross margin from 3% in 2024 to 12% in Q1 2025 [2][4] Group 2: Financial Metrics - Lotus's operating loss decreased from $233 million in the previous year to $103 million, while adjusted EBITDA improved from -$200 million to -$136 million, reflecting a 33% reduction [4] - The gross margin increased from 7% to 12% in Q1 2025, indicating a strong recovery despite still being lower than the previous year [5][6] Group 3: Market Strategy - Lotus is focusing on cost control and efficiency improvements, with a continuous decline in operating expenses over six quarters [4] - The company is also diversifying its market presence, achieving a balanced distribution of sales across Europe, China, and North America, each accounting for 32% of total sales [8] Group 4: Future Outlook - The ultra-luxury car market in China is expected to have a long-term demand ceiling, despite current challenges, as the economic level continues to rise [11] - Lotus aims to leverage its historical brand value and technological advancements to differentiate itself in a competitive market, focusing on electric and hybrid models [13][14]

Group 1 - Ferrari aims to revitalize its sales in the Chinese market with the launch of its first all-electric supercar, Elettrica, expected in October [1][3] - The Elettrica will be subject to a 30% composite tax rate in China, significantly lower than the nearly fourfold tax burden on current 12-cylinder models, which includes import, consumption, and value-added taxes [3][6] - Ferrari's CEO, Benedetto Vigna, indicated that a new model tailored for the Greater China market will be introduced this year, which is expected to improve market conditions [3][6] Group 2 - Since 2022, Ferrari's sales in China have stagnated, with a 25% decline in shipments in Q1, reaching a four-year low, largely due to competition from local high-end manufacturers [6] - Despite the challenges, Ferrari's reliance on the Chinese market is relatively low, with only about 10% of total shipments directed to China, partly due to high import duties on vehicles with engine displacements over 4L [6] - The company is considering revising its export limitations to China as it enters the electric vehicle market, which could enhance its competitiveness due to the exemption of consumption tax on electric vehicles in China [6][8] Group 3 - The Elettrica will be produced in a dedicated electric vehicle factory known as "E-Building," and it will be the electric version of Ferrari's first SUV, Purosangue [8] - Ferrari is exploring unique sound characteristics for its electric vehicles, with specific sounds already patented, ensuring that each model will have its distinct auditory identity [8]

Group 1 - The acceptance of plug-in hybrid models among Bentley customers is increasing, while the acceptance of pure electric models remains unclear. Bentley plans to launch its first pure electric model within two years [1][7]. - Bentley's performance in the global and Chinese markets is facing challenges, with 2024 being a transitional year. The introduction of the new Continental GT with a high-performance hybrid system is expected to meet performance expectations in Q1 2025. However, overall market prospects are uncertain due to changes in U.S. tariffs, which will impact Bentley's business in the U.S. and affect Chinese customers [4][5]. - The ultra-luxury car market in China is contracting, but Bentley's market share in this segment is growing positively. The company will work closely with its Chinese team to carefully manage supply and demand [5]. Group 2 - Bentley has extended the lifecycle of its plug-in hybrid models from 2030 to 2035 due to positive market feedback regarding the transition from the W12 engine to the V8 hybrid system [6]. - The company is focused on ensuring that its upcoming pure electric model features suitable technology for higher charging efficiency and range, marking it as a completely new Bentley model rather than an electrified version of existing models [7]. - While the trend of smart technology in vehicles is prominent, Bentley customers prioritize craftsmanship and classic design elements when choosing their vehicles. The company remains committed to technological innovation and is actively monitoring industry developments to incorporate suitable technologies into its latest models [8].