Core Viewpoint - The article discusses the significant transformation in the automotive industry, highlighting Jaguar Land Rover's (JLR) successful financial performance amidst challenges, driven by strategic brand restructuring and a focus on high-value models. Financial Performance - JLR reported its best profit record in nearly a decade for the fiscal year 2024/25, with global revenue of £29 billion, remaining stable compared to the previous year, and a pre-tax profit of £2.5 billion, up 15% year-on-year, achieving an EBIT margin of 8.5% [4][7] - The company achieved a positive net cash position of £278 million, marking a significant financial milestone [4] - The growth in pre-tax profit is attributed to strong sales of high-value brands such as Range Rover, Range Rover Sport, and Defender, with Defender achieving record sales of over 115,000 units, a 0.7% increase year-on-year, and Range Rover Sport sales rising by 19.7% [4] Strategic Initiatives - JLR's CEO Adrian Mardell emphasized the importance of product innovation, with the Defender model achieving historical sales highs and the upcoming launch of the all-electric Range Rover [5] - The company's "Reimagine" global strategy and "Brand Repositioning" initiative, launched four years ago, are beginning to show positive results, as evidenced by the recent financial performance [7] Market Dynamics - In the challenging Chinese market, where the overall mid-to-large SUV segment declined by 19%, the Range Rover brand saw a 6% increase in sales, maintaining its position as the top seller in the ultra-luxury SUV market [8] - The Range Rover brand achieved sales of 19,825 units, surpassing the combined sales of its competitors in the same segment [8] Brand Repositioning - JLR's brand restructuring into four distinct brands (Range Rover, Defender, Discovery, and Jaguar) has proven successful, countering initial skepticism and demonstrating the effectiveness of targeted market strategies [8][16] - The company focuses on creating a luxury experience that resonates with customers, emphasizing the importance of heritage and exclusivity in luxury branding [12][15] Product Development - JLR plans to launch a new high-end Range Rover SV model, integrating traditional Chinese cultural elements, with a limited release of only two units priced at £3.795 million [9][10] - The company is cautious in its approach to electric vehicle (EV) development, ensuring that new EV models meet high-performance standards and customer expectations before market introduction [20][21] Customer Engagement - JLR has seen an increase in customer engagement, with average in-store visit times rising from 45 minutes to over an hour, indicating higher sales opportunities [18] - The company is committed to understanding customer needs in the luxury segment, focusing on delivering tailored experiences and products that resonate with their clientele [21]

Financial Performance - Jaguar Land Rover reported a pre-tax profit of £2.5 billion for the fiscal year 2025, a 15% increase year-on-year, with revenue remaining stable at £29 billion [2] - The company's EBIT margin was 8.5%, while net profit decreased to £1.8 billion from £2.6 billion in the previous fiscal year [2] - Free cash flow stood at £1.5 billion, attributed to strong sales of high-value brands such as Range Rover and Defender, which increased their share of total wholesale sales from 61% to 68% [2] Market Challenges - The company is facing challenges due to the impact of new U.S. tariffs, prompting Tata Motors to reassess profit forecasts for Jaguar Land Rover [3] - A new trade agreement allows up to 100,000 British cars to enter the U.S. market at a 10% tariff, which is an improvement from the previous 25% but still higher than the pre-Trump rate of 2.5% [3] - The North American market, which saw a 14.4% increase in wholesale volume in Q4 of fiscal 2025, may experience a decline due to tariffs affecting the Defender model produced in Slovakia [4] Strategic Adjustments - Jaguar Land Rover is focusing on diversifying its market strategy to mitigate risks associated with U.S. tariffs, aiming to become a fully electric luxury car manufacturer by 2030 and achieve net-zero carbon emissions by 2039 [5] - The company plans to increase its investment from £15 billion to £18 billion over the next five years for electric product development [6] - A significant investment of £500 million will be allocated for the electrification upgrade of the Halewood plant in the UK, enhancing production efficiency [6] Collaboration and Market Expansion - Jaguar Land Rover has signed a strategic cooperation agreement with Chery to focus on electric vehicle production for the Chinese market, launching a new brand "Freelander" [7] - The partnership aims to leverage Chery's electric platform while phasing out production of certain existing models in China [7] - The company is also exploring growth opportunities in other regions, particularly in light of favorable trade agreements with India that significantly reduce import tariffs on British vehicles [5]

撰文 / 周 洲 设计 / 师 超 设计 / A u t o m o t i v e n e w s ， Ti m e s ， 日 经 新 闻 等 特朗普用关税将全球汽车产业搅得鸡犬不宁。 这位"关税行家"此前宣布的对进口汽车加征25%关税的措施，4月3日正式生效。 根据白宫发布的文件，25%的关税将适用于进口乘用车（轿车、运动型多功能汽车等）和轻型卡车，以及关键汽车零部件（发动机、变速箱等），并将 在必要时扩展至其他零部件。 全球车企应对不一。 捷豹路虎暂停向美国出口汽车；丰田本田淡定不涨价，一向与供应商共荣的丰田还将承担因关税造成的美国供应商成本上涨的部分。 现代汽车集团也决定先观望不涨价，美国三大重启了对消费者适用的员工折扣，大众汽车则打算收取一定的进口费用。 英国和日本政府都在争取与华盛顿达成新的贸易协议，争取关税豁免。 捷豹路虎暂停出口 特朗普推出关税后，印度塔塔汽车公司旗下的英国汽车制造商捷豹路虎暂停向美国出口汽车。 "美国是捷豹路虎豪华品牌的重要市场，"其发言人在一封电子邮件声明中表示，"我们正在实施短期措施，包括4月份暂停发货，同时制定中长期计 划。" 《泰晤士报》首先报道了捷豹路虎暂停对美出 ...