当中国汽车市场陷入同质化价格战的漩涡，多数品牌在短期销量焦虑中疲于奔命时，捷豹路虎却以十五 载深耕的定力穿越市场周期，走出了一条长期主义的豪华之路。 在2025年行业分化与消费升级交织碰撞的关键节点，这家英伦豪华品牌坚守"品牌重塑"战略，向上聚焦 70万元以上豪华SUV核心市场并稳居领先地位。凭借路虎卫士OCTA、全新揽胜运动SV等重磅车型强化 产品力，通过"揽胜之境""士在八方"等特色活动深化客户情感联结，更以合资模式2.0加速电动化转 型。面对豪车税调整、网络安全事件等突发挑战，其快速响应的补贴政策与高效危机处置能力，更彰显 了深厚的运营韧性与供应链实力。 捷豹路虎正在用行动重新定义：真正的豪华，从来不止于车，更在于长期主义的坚守与责任担当的厚 度。 正如捷豹路虎全球董事、捷豹路虎中国首席执行官兼总裁潘庆所言："越是充满不确定性的环境，越需 要坚守长期价值。2025年，捷豹路虎在中国市场所展现的韧性，源于对豪华本质的坚定投入，也源于我 们对中国市场长期发展的信心。" 商业筑基公益铸魂 但捷豹路虎始终坚信，真正的豪华更在于对社会的持续回馈与价值创造。 为此，捷豹路虎以社会责任、文化交流与企业文化为三大支点， ...

Core Insights - Jaguar Land Rover reported stable financial performance for Q1 of FY 2025/26, achieving global revenue of £6.6 billion and maintaining profitability for the eleventh consecutive quarter with a pre-tax profit of £351 million [1][3] Financial Performance - Global wholesale volume for the quarter was 87,286 units, with nearly 80% of sales coming from the Range Rover, Range Rover Sport, and Land Rover Defender models [1] - As of the end of the quarter, global free cash flow reached £758 million, with current assets totaling £5 billion, including £3.3 billion in cash and £1.7 billion in undrawn credit facilities [3] Strategic Focus - CEO Adrian Mardell emphasized the company's commitment to the "Reimagine" strategy, with an investment of £3.8 billion in the current fiscal year to support the development of next-generation products [3] - The electric drive systems manufacturing center in Wolverhampton is nearing completion, focusing on the production of electric drive components and battery packs [3] - The all-electric Range Rover family, based on the EMA architecture, has completed over 200 tests at the Halewood plant, with 65,000 potential customers registered for the electric version [3] Market Expansion - In the Chinese market, Jaguar Land Rover is launching several new models, including the Land Rover Defender OCTA, the new Range Rover Sport SV, and the Jaguar XFL 90th Anniversary Edition [3] Long-term Strategy - The company plans to deepen the implementation of the "Reimagine" strategy, continuing the five-year £18 billion investment plan aimed at achieving sustainable growth [4] - Full-year performance expectations remain unchanged, targeting an EBIT margin of 5% to 7%, with a commitment to year-on-year improvements over the next two fiscal years [4]

Core Insights - Jaguar Land Rover reported a revenue of £6.6 billion (approximately ¥63.78 billion) and a pre-tax profit of £351 million (approximately ¥3.39 billion) for Q1 of the fiscal year 2025/26, marking the eleventh consecutive quarter of profitability [1][3] - The company sold 87,300 vehicles globally in the quarter, with nearly 80% being Range Rover, Range Rover Sport, and Defender models [1][3] - Free cash flow reached £758 million (approximately ¥7.32 billion) by the end of the quarter, with current assets totaling £5 billion, including £3.3 billion in cash and £1.7 billion (approximately ¥16.43 billion) in undrawn credit facilities [1][3] Financial Performance - The company maintained stable performance despite ongoing geopolitical, tariff, and exchange rate challenges, demonstrating business resilience and strategic foundation [3] - The CEO expects the impact of tariffs on financial performance to gradually ease in subsequent quarters due to the swift conclusion of the UK-US trade agreement [3] - Full-year performance expectations remain unchanged, targeting an EBIT margin of 5%-7% and aiming for year-on-year improvements over the next two fiscal years [3] Strategic Initiatives - Jaguar Land Rover plans to invest £3.8 billion (approximately ¥36.72 billion) in the current fiscal year to support next-generation product development as part of its "Reimagine" strategy [3][5] - The company has created over £100 million (approximately ¥970 million) in value through the refurbishment and repurposing of UK factory facilities and equipment during the last quarter [3] - The electric vehicle transition includes the completion of over 200 tests for the all-electric Range Rover family models at the Halewood plant, with 65,000 registered customers for the electric Range Rover [4] Future Outlook - The company aims to become a fully electric luxury car manufacturer by 2030, with plans to launch electric models under the Range Rover, Discovery, and Defender brands, while the Jaguar brand will achieve full electrification [4][5] - By 2039, Jaguar Land Rover targets net-zero carbon emissions across its entire supply chain, product development, and operations [5] - The company is committed to executing its five-year £18 billion (approximately ¥173.94 billion) investment plan initiated last year [5]