本次品牌活动上，路虎卫士OCTA正式上市。今年7月，在中国下调豪华汽车消费税后，路虎推出了相 应的豪车税补贴政策以应对市场变化，上述售价已包含豪车消费税及附加税。大连捷豹路虎俱乐部的负 责人告诉记者，据他所知，本次活动定出6台路虎卫士OCTA，超出他此前的预期。 不过，面对竞争日益激烈的中国汽车市场，捷豹路虎业绩承压。相关数据显示，2024/25财年，捷豹路 虎在中国市场批发销量8.4万辆，同比下滑了19.7%。 "车子最核心的意义永远是守护生命。"在9月25日举办的路虎卫士品牌活动中，捷豹路虎全球董事、捷 豹路虎中国首席执行官兼总裁潘庆表示。 在上述活动中，潘庆回顾了路虎卫士的"复活"历程。路虎卫士诞生于1948年，2016年宣布停产，潘庆称 捷豹路虎在2017年决定复活这一车型时，正值城市SUV盛行，该决策曾面临市场质疑。但近年来，全球 对硬派越野车型的需求在逐渐增强。数据显示，2024/25财年，该车型全球销量超过11.5万辆，同比增长 0.7%。 潘庆在"士在八方"活动中回顾了其77年品牌历程及近年市场表现。 ...

Core Viewpoint - Jaguar Land Rover is committed to creating a new modern luxury experience for Chinese consumers throughout the entire lifecycle of their products, emphasizing quality as the foundation for success in a competitive market [2][27]. Group 1: Quality and Recognition - In the 2025 China Initial Quality Study (IQS) by J.D. Power, Jaguar Land Rover achieved first place among luxury brands, with Land Rover scoring 208 PP100, and the Range Rover leading the large luxury SUV segment [2][21]. - The recognition from authoritative rankings reflects consumer confidence in Jaguar Land Rover, showcasing the results of collaboration between the team and dealer partners [2][4]. Group 2: Localization and Innovation - The success of Jaguar Land Rover is attributed to its ability to integrate global standards with localized capabilities, particularly through its Changshu manufacturing base, which has become a hub for innovation tailored to the Chinese market [4][6]. - The collaboration with Chery Automobile to create the Freelander brand exemplifies a new model of localization that goes beyond traditional joint ventures, focusing on mutual benefit and deep cooperation [6][10]. Group 3: User-Centric Approach - Jaguar Land Rover's research and development are driven by real user needs, ensuring that quality is not just an end result but a starting point throughout the product lifecycle [6][10]. - The company emphasizes understanding user experiences in various environments, ensuring that vehicles maintain reliability under diverse conditions [8][10]. Group 4: New Modern Luxury - High quality serves as the foundation for Jaguar Land Rover's "new modern luxury" strategy, which integrates technology, sustainability, and personalization while respecting the brand's heritage [12][18]. - The introduction of innovative materials and designs, such as the collaboration with ECONYL for recycling waste materials, aligns with the values of today's high-end consumers [12][13]. Group 5: Customer Experience and Service - Jaguar Land Rover has consistently ranked high in customer satisfaction, with a score of 775 in the 2025 J.D. Power Sales Satisfaction Index, marking the highest score for luxury brands in five years [23][25]. - The company has enhanced service offerings through digital platforms, allowing users to track orders and manage vehicle services conveniently, reflecting a commitment to improving service transparency and diversity [23][25]. Group 6: Market Performance - Jaguar Land Rover maintains a leading position in the luxury SUV market, with the Range Rover being the best-selling model in the segment priced above 1.5 million yuan, showing a 10% year-on-year sales increase in the first half of the year [21][27]. - The brand's resilience in fluctuating market conditions is attributed to its precise response to high-end consumer demands in design, performance, and quality [21][27].

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]

Group 1 - The core point of the article is the launch of the M817 SUV by Mengshi Technology, which starts at a pre-sale price of 329,900 yuan, featuring advanced technology and design elements [1][5][8] - The M817 offers two versions: a city version and an off-road version, with a distinctive mech-inspired design and a length of 5.1 meters, along with a wheelbase exceeding 3 meters [1][5] - The vehicle is equipped with Huawei's advanced driving system and drone technology, enhancing its smart capabilities for both urban and off-road driving [5][8] Group 2 - The M817's powertrain includes a 1.5T engine combined with an electric motor, delivering a total output of 687 horsepower and a peak torque of 848 Nm, achieving 0-100 km/h in 5.2 seconds [5][8] - The SUV's competitive landscape includes models like the Tank 700 and Equation Leopard 8, with the M817 aiming to differentiate itself through pricing and smart features [7][8] - The article highlights the limited competition in this segment, suggesting that the M817's performance in high-intensity off-road scenarios remains to be validated [8] Group 3 - The article also discusses the launch of the Land Rover Defender OCTA, which targets the luxury off-road SUV market with a starting price of approximately 1.46 million yuan [10][16] - The OCTA features a powerful 635 horsepower engine and advanced suspension technology, aiming to compete with high-end models like the Mercedes G-Class and Lexus LX600 [16] - The Volvo EX30 Cross Country is introduced as a small electric SUV with a limited-time price of 233,800 yuan, focusing on a light off-road design appealing to urban commuters [31][35]