在汽车工业的百年长卷中，"豪华"一词的内涵正经历深刻重构。当电动化、智能化浪潮席卷全球，单纯 的性能参数与奢华配置已不足以定义新时代的豪华。真正的豪华，是一种负责任的远见，是一种超越产 品本身，关乎环境、社会与未来的价值承诺。 捷豹路虎，这一拥有深厚英伦血统与全球影响力的豪华汽车制造商，正以清晰的战略定力与扎实的本土 实践，在中国市场书写可持续发展的高阶篇章。从设定2039年全球净零碳排放的宏伟目标，到打造绿色 智能制造体系，再到十余年如一日深耕青少年公益，捷豹路虎正将可持续理念融入品牌基因，向市场与 社会证明：豪华，不仅关乎驾驭的愉悦，更关乎对地球的敬畏、对社区的贡献以及对下一代的赋能。 2039净零承诺：一场贯穿价值链的绿色革命 面对全球气候变化的紧迫挑战，企业的环境责任已成为衡量其长期价值与品牌品格的重要标尺。捷豹路 虎于早年即发布了"重塑未来"全球战略，并庄严承诺：到2039年，贯穿供应链、产品、运营的整个价值 链实现净零碳排放。这不仅是一个遥远的目标，更是一份需要即刻行动、系统推进的路线图。 对于一家豪华汽车制造商而言，实现这一目标意味着从源头到终端的彻底革新。在产品端，捷豹路虎正 加速向电动化未来 ...

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， ...

近日，据多家媒体报道，捷豹路虎设计总监格里·麦戈文（Gerry McGovern）于本周被突然解雇。麦戈文在捷豹路虎任职长达21年，堪称元老级人物。他深 耕捷豹与路虎两大品牌，主导设计了多款热门车型。揽胜极光、揽胜星脉、路虎卫士以及现代揽胜系列等经典车型，均出自他手。这些车型不仅销量可观， 更成为品牌标志性产品。 如今，随着麦戈文的突然离职，捷豹路虎未来的设计方向也充满了不确定性。未来该品牌会向市场推出一款何种设计感的车型，值得关注。 然而，麦戈文的职业生涯却在新CEO P.B.巴拉吉上任仅一周后戛然而止。巴拉吉此前长期担任塔塔汽车财务负责人，2025年11月接替退休的Adrian Mardell，成为捷豹路虎首位印度籍掌门人。此次解雇决定由巴拉吉做出，麦戈文被要求立即离职，甚至有消息称其被安保人员"护送离开办公室"，场面一 度尴尬。 值得一提的是，麦戈文在捷豹路虎的最后一项重要作品是捷豹Type 00概念车，作为捷豹即将推出的电动GT量产版的概念预览，预计明年亮相，售价约为13 万美元。但这款车也因采用极简主义风格，完全背离了捷豹传统设计语言，而引发了争议。此外，麦戈文领导的"Copy Nothing"品牌 ...

作者 | 柴徐晨 编辑 | 王小娟 在位21年，为捷豹路虎设计出揽胜极光、路虎卫士等经典车型的元老级首席设计师，被意外请出了公司。 作为捷豹路虎现有的四大品牌之一，捷豹承担着集团转型排头兵和先行者的重担，Type00更是其"重塑未来"战略的关键一环。 根据计划，捷豹要在今年全面电动化，从豪华品牌定位转为奢华品牌，后续还将推出一款大型纯电豪华SUV和超豪华纯电轿车，后者将取代现 XJ系列轿车，成为品牌新旗舰。 围绕这一战略捷豹路虎集团下了重注。捷豹CEO阿德里安·马戴尔就曾透露，为给捷豹品牌全面电动化提供助力，公司已投入2.5亿英镑（约合 23亿元人民币）用于英国哈利伍德工厂的升级，以满足未来的生产需求。 但这也是一场高风险、高回报的豪赌。 有熟悉豪华汽车品牌的人士对华尔街见闻表示，很多消费者尤其是原捷豹用户对其新品牌、新车型的接受度存疑。同时，为了给Type00开路， ALL IN电车，捷豹停产XE、XF、F-Type、E-Pace以及首款纯电动SUVI-Pace等一系列旧车型。 而就在这转型的关键节点，新上任的掌门人给剧本带来了些许变化。 近期，有消息称，捷豹路虎（JLR）解聘了其首席设计负责人、首席创意官 ...

Core Viewpoint - The article discusses the tax evasion case of Chen Zhen, a well-known automotive reviewer, highlighting the legal consequences he faced and the impact on his online presence and business operations [1][10]. Group 1: Tax Evasion Case - Chen Zhen was found to have evaded personal income tax totaling 1.1867 million yuan from 2021 to 2023 through various means, including concealing income and false declarations [1]. - The tax authority imposed a penalty of 2.4748 million yuan, which includes the tax owed, late fees, and fines [1]. - Following the tax investigation, Chen Zhen's accounts on multiple social media platforms were banned due to violations of laws and community rules, affecting over 24 million followers [1]. Group 2: Advertising Revenue - Chen Zhen's Douyin account has approximately 10.745 million followers, with advertising rates ranging from 350,000 yuan for 1-20 seconds to 800,000 yuan for over 60 seconds [2]. - In November, he published at least seven videos that were advertisements, potentially generating over 5 million yuan in revenue based on the highest advertising rate [2]. Group 3: Business Operations - Chen Zhen is associated with five companies, four of which are active in advertising, information technology, and commerce, while one has been deregistered [6]. - His main company, Ge Rui Chi Advertising, has a tax debt of 2,965 yuan, indicating potential financial issues within his business operations [6]. Group 4: Personal Brand and Business Model - Chen Zhen's rise to fame began with his nickname "Erhuan Shisanlang," which he earned from a high-speed driving incident, leading to a successful career in automotive media [12][13]. - His business model relies heavily on his personal brand, which has expanded into various sectors, including digital culture and commerce, but is vulnerable to risks associated with his personal reputation [15]. - Recent incidents, including a significant traffic accident and public controversies, have raised concerns about the sustainability of his business model, as personal credibility is crucial for his commercial success [15].

Core Insights - Jaguar Land Rover has achieved significant recognition in the luxury vehicle market, winning multiple awards for quality and customer satisfaction, including first place in J.D. Power's 2025 China Initial Quality Study (IQS) and sales service satisfaction [1][9][11] - The company's focus on quality and user satisfaction is rooted in a robust manufacturing system that integrates global standards with local capabilities, particularly through its Changshu plant [2][11] - The brand's strategy emphasizes a "new modern luxury" that combines technology, sustainability, and personalization, appealing to high-end consumers [5][6][12] Group 1: Quality and Recognition - Jaguar Land Rover ranked first among luxury brands in J.D. Power's 2025 China IQS with a score of 208 PP100, indicating a strong performance in new vehicle quality [1] - The company also topped the luxury brand rankings in J.D. Power's APEAL and SSI studies, showcasing its excellence in product appeal and sales service satisfaction [1][11] - The brand's commitment to quality is reflected in its continuous presence on authoritative rankings for ten consecutive years, achieving eight first-place awards in various categories [11] Group 2: Manufacturing and Localization - The Changshu plant has become a hub for integrating global standards with local capabilities, enhancing the brand's ability to meet the specific needs of the Chinese market [2] - The localization strategy involves comprehensive innovation across research, supply chain, and manufacturing, rather than mere technology transfer [2] - Collaboration with Chery Automotive to create the Freelander brand exemplifies the brand's commitment to developing products tailored for Chinese consumers [2] Group 3: Consumer Engagement and Experience - The brand's focus on user satisfaction is evident in its research and development processes, which prioritize real user scenarios and needs [2][3] - Jaguar Land Rover's new initiatives, such as the "Jaguar Land Rover China" app, enhance customer service by providing real-time order tracking and vehicle management [10] - The brand's luxury experience platform, "Range Rover Realm," aims to create exclusive experiences for high-end customers, reinforcing brand loyalty and emotional connection [6][8] Group 4: Market Performance and Consumer Trends - Jaguar Land Rover maintains a leading position in the luxury SUV market, with the Range Rover model achieving a 10% year-on-year sales increase in the 1.5 million yuan and above segment [8] - High-end consumers are willing to pay a premium for quality and service, with 72% indicating they would pay 10% to 15% more for superior service experiences [10] - The brand's resilience in fluctuating market conditions is attributed to its ability to meet high-end consumer demands through quality design and performance [8][12]

Core Viewpoint - The launch of the Dongfeng Mengshi M817, developed in collaboration with Huawei, marks a significant entry into the rugged SUV market, emphasizing high intelligence as a key differentiator [1][3]. Group 1: Product Launch Details - The Mengshi M817 Pro version is priced at 319,900 yuan, while the Max version is priced at 349,900 yuan [1]. - The vehicle features a rugged design inspired by traditional Chinese elements, with dimensions of 5100mm in length, 1998mm in width, and 1899mm in height, and a wheelbase of 3005mm [4]. - The interior includes a 10.25-inch instrument screen and a 15.6-inch central control screen, along with a range of luxury features such as NAPPA leather seats and a Danes 18-speaker audio system [6]. Group 2: Technical Specifications - The Mengshi M817 is equipped with a hybrid system that delivers a total power of 505 kW and a torque of 848 N·m, with a combined range of 1300 km [8]. - It features advanced chassis control technology, allowing for coordinated control of power, braking, steering, and suspension, with an adjustable air suspension and a maximum wading depth of 900mm [8]. - The vehicle supports nine driving modes and includes intelligent off-road capabilities, such as a smart E-lock and infrared night vision system [8]. Group 3: Competitive Landscape - The Mengshi M817 will compete with models like the Land Rover Defender and Tank 700, leveraging Huawei's smart technology as a significant advantage [3]. - The collaboration with Huawei introduces the HUAWEI ADS 4 intelligent driving system, which offers advanced parking and navigation assistance features [10].

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]

Core Viewpoint - The luxury car market in China is undergoing significant adjustments, with a shift in consumer preferences towards service experience over brand influence, leading to a more concentrated market where the top five brands hold 68% market share, up 12 percentage points since 2020 [2][8]. Group 1: Market Trends - Luxury car sales in China grew by 3.2% year-on-year in the first half of 2025, a slowdown compared to double-digit growth five years ago [2]. - The new middle class aged 30-40 is becoming the main consumer group, prioritizing service quality and emotional connection over traditional brand prestige [2][8]. - J.D. Power's research indicates that 72% of luxury car consumers are willing to pay a 10%-15% premium for superior service [2][8]. Group 2: Jaguar Land Rover's Performance - Jaguar Land Rover has achieved the highest score in J.D. Power's sales service satisfaction study with 775 points, marking the highest score for luxury brands in five years [2][8]. - The brand has maintained a leading position in the luxury SUV market, with the Range Rover model being the best-selling luxury SUV priced over 1.5 million yuan for 30 consecutive months, and a 10% year-on-year increase in sales for the first half of the year [4][8]. - Jaguar Land Rover has consistently ranked among the top in J.D. Power's various satisfaction surveys for ten consecutive years, with a global customer recommendation rate of 96% [8][11]. Group 3: Customer-Centric Strategies - The brand's focus on customer satisfaction is reflected in its sales performance, with a comprehensive service system and dealer management capabilities [11][18]. - Jaguar Land Rover has implemented 34 service enhancement measures across its network, including personalized services like home test drives and online vehicle inspections [18][20]. - The introduction of the Smarter Sales system in 2023 aims to digitize and refine the entire sales process, enhancing service transparency and customer interaction [20][22]. Group 4: Response to Policy Changes - Following the announcement of a new luxury car consumption tax, Jaguar Land Rover pledged to cover the additional tax costs for consumers purchasing specific models, effectively maintaining their original budget [24][27]. - This proactive approach not only alleviates consumer concerns but also enhances the brand's image as customer-centric and responsible [27][29]. - The brand's swift response to market changes sets a benchmark for the luxury car industry, encouraging other brands to adopt similar consumer-friendly measures [29]. Group 5: Brand Building Initiatives - Jaguar Land Rover is actively engaging in brand experience activities, such as the launch of the "Range Rover Realm" and various brand experience events to strengthen emotional connections with customers [30][34]. - The brand is also integrating corporate social responsibility themes into its retail spaces, enhancing customer touchpoints and brand warmth [32][34]. - By combining product and service innovations, Jaguar Land Rover aims to provide a genuine British luxury experience tailored to the Chinese market [39][40].