来源 | 美股研究社 2025年的超豪华车市场，寒意比往年更浓。 天眼查显示，中国汽车流通协会数据显示， 2025年 一季度百万级新车销量仅2.1万辆，同比暴跌 53%，跌幅较2024年再度放大 ——这个曾经被视为"财富风向标"的细分领域，正以远超行业平均 的速度 加速 收缩 。 要知道2021~2023年，售价百万级的豪华车年销量一直维持在20万辆左右。 而在一片 低迷 中， 美股上市的 路特斯科技（LOT.US）交出了一份"亏损收窄、毛利率回升"的 第一季度财报， 并 激起了"超豪华品牌如何在下行周期存活"的讨论。 这份财报里，既有营收同比下滑46%的"阵痛"，也有运营亏损收窄56%、毛利率从 2024全年 的 3 % 回升至 12% 的 "曙光"；既有欧洲、中国、北美"三足鼎立"的交付格局，也有 向 "年销3万-4万 辆即可盈亏平衡" 的 生存底线 的努力 。 当 中国大众汽车市场全面开启产业格局的重塑，或许可以以吉利旗下 路特斯 的 财报 为 切片， 探索中国新一代超豪华车市的未来之路。 从 - 1 1 % 到 1 2 % ！ 路 特 斯 止 损 提 效 如果用一个关键词概括路特斯2025年Q1财报， ...

Group 1: Financial Performance - Lotus Technology reported a total global delivery of 1,274 units in Q1 2025, generating revenue of $93 million [2] - The gross margin for the quarter increased to 12%, showing significant improvement compared to the previous year [2] Group 2: Product Development and Market Strategy - Lotus expanded and upgraded its product matrix, launching updated models Eletre and Emeya, with expected deliveries in the Chinese market in Q2 [2] - The company introduced the EMIRA Clark Edition, a limited edition model honoring legendary racer Jim Clark, with only 60 units available globally [2] - Lotus aims to maintain a differentiated strategy and optimize product configurations to enhance its product matrix amid fierce competition in the global automotive market [2] Group 3: Brand Revival - The return of the Lotus brand name in China is seen as a significant milestone for brand revival, emphasizing its historical importance and connection to the company's legacy [3] - The CEO highlighted the importance of the Lotus name as a guiding asset and a symbol of the brand's heritage and future aspirations in the electric vehicle sector [3] Group 4: Brand Philosophy - Lotus continues to uphold its brand philosophy "For The Drivers," focusing on high-performance electric sports cars that enhance driving experiences [4]

Delivered close to 1,300 vehicles1Total revenue reached $93 millionGross margin was 12% as the impact from prior destocking efforts easedThe operating loss in the first quarter narrowed by more than 50% year-on-year to $103 million NEW YORK, June 25, 2025 (GLOBE NEWSWIRE) -- Lotus Technology Inc. (“Lotus Tech” or the “Company”), a leading global intelligent and luxury mobility provider, today announced its unaudited financial results for the first quarter ended March 31, 2025. Operating Highlights for the F ...

每经记者｜孙桐桐 每经编辑｜孙磊 "我认为凡是（动力）上了千匹马力的车，都应该给用户一个完整的培训教程，从理念上、从意识上去引导，让他们明白驾驭这辆车上路是带有一定危险性 的。这是一种理念。这个理念就来自我们的EVIJA（2039匹马力），凡是没有经过我们严格培训课程的Evijia用户，我们不做交付。"5月29日，莲花集团 CEO冯擎峰在接受《每日经济新闻》记者采访时表示。 基于这种理念，莲花赛道级安全驾驭训练营（以下简称安驾营）日前在上海正式开营。这是一项由莲花跑车斥资2000万元，与上海市汽车摩托车运动协会联 合推出，免费且针对所有人开放的公益安全驾驶培训课程。 据悉，安驾营课程包括紧急避让、麋鹿测试、连续避障、失控调整、辅助驾驶安全理论（L1~L5辅助驾驶分级规范，L2级辅助驾驶适用范围+注意事项等） 等内容，公众可以通过网上抽签的方式参与。冯擎峰透露，安驾营培训计划持续开展。 大马力电车厂商应该培训用户 实际上，在新能源汽车行业蓬勃发展的背景下，大马力与辅助驾驶技术的普及使得驾驶安全成为了一个备受关注的话题。除了莲花跑车以外，多家车企也宣 布对用户进行驾驶培训。 例如，小鹏汽车在今年上海车展上推出了" ...

IT之家 5 月 25 日消息，莲花跑车中国官方账号 @莲花中国 昨日晚发布了 ELETRE 车型专属色号"加洛韦绿"官图，并配文"如有雷同 绝非巧合""好看的配色 总是「心有灵犀」"。 7 I * * angelou ship shopping of FC 11 三十三十六三 03 l 0 1/2 0 SLSTRS 据IT之家此前报道，莲花 ELETRE 车型的中文名为"夏花"。路特斯在更名莲花跑车后的新款莲花车型于今年 2 月正式发布，夏花 SUV 售价 54.8 万元起，繁 花轿车 52.8 万元起。两款车型新增颜色银月白、豆包 AI 助手、城市无图 NOA、提供舒适座椅和运动座椅两种选择。 夏花（ELETRE）SUV 定位"运动豪华 SUV"，定价如下： 79 4 the state 43 2018 2 45.50 ar 2012 Pa 5 1958 12 2017 Sts 951 NB - 79 1 4 2 44 s the for esta . 156 t 2 11 2 Supp te 11 1-15-1 Press 9 1 游 E START 8 75 6 N 12 and and - No T ...

上午3:40 5月21日 週三 HE : TIMES | News King goes green with Lotus EV for countryside use 1.【英国国王买了辆电动汽车，武汉造】英国国王查尔斯三世购买了一辆来自中国武汉的电动汽车！ 5月21日，英国《泰晤士报》（The Times）、《太阳报》（The Sun）、《每日镜报》（Daily Mirror），美国《野兽日报》（The Daily Beast）等多家海外媒体纷纷报道了英国王室这一最新动 向。5月22日，记者了解到，查尔斯三世订购的这辆电动汽车，系莲花Eletre电动车。这是莲花品牌 旗下首款超豪华电动SUV，由位于"中国车谷"武汉经开区的莲花汽车全球智能工厂生产，英国售价约 为12万英镑。报道介绍，莲花跑车成立于1948年，是英国精品跑车品牌。吉利控股集团2017年收购 莲花跑车，2021年8月31日，路特斯科技公司正式宣告成立。路特斯科技全球总部落户武汉经济技术 开发区，整合中国、英国、德国研发设计机构及全球资源，面向全球市场打造超高端纯电智能汽车。 （湖北日报） ? L 95% == The King's move t ...

Group 1 - King Charles III has opted for a Lotus Eletre SUV valued at $210,000 instead of a Tesla, highlighting a preference for electric vehicles from established British brands [1][3] - The Lotus brand, founded in 1948, has been acquired by Geely Holding Group since 2017, with its global headquarters now located in Wuhan, China, integrating resources from various countries [3] - The Eletre model's product definition is managed by a team in Norfolk, UK, while its manufacturing occurs in Wuhan, although reports indicate that the specific vehicle ordered by the King was manufactured in Hethel [5] Group 2 - The British royal family has a historical preference for British automotive brands like Rolls-Royce, Land Rover, and Bentley, but many of these brands have been acquired by foreign entities and relocated production overseas [3] - Buckingham Palace has maintained a policy of not commenting on the King's private car collection, despite the ongoing interest in his choice of environmentally friendly vehicles [5]

Core Insights - Lotus Technology (Lotus Cars) reported its first annual financial results post-IPO, showing a total revenue of $924 million for 2024, a year-on-year increase of 36% [1] - The company delivered over 12,000 vehicles in 2024, marking a growth of over 70% year-on-year, with Europe becoming the largest market, contributing nearly 40% of global deliveries [1] - Despite revenue and delivery growth, Lotus Cars continues to face profitability challenges, remaining in a loss position even after reducing operating expenses for five consecutive quarters [2] Revenue and Delivery Performance - Total revenue for 2024 reached $924 million, reflecting a 36% increase compared to the previous year [1] - Vehicle deliveries exceeded 12,000 units, with a year-on-year growth of over 70% [1] - European market deliveries surged by 179%, making it the largest market for Lotus in 2024, while China accounted for 25% and North America for 21% of global deliveries [1] Profitability and Break-even Point - The break-even point for Lotus Cars is estimated at annual sales of 30,000 to 40,000 vehicles [3] - The company plans to improve its gross margin by focusing on hybrid electric models, with expectations of returning to double-digit gross margins next year [3] - The introduction of the "Road to Super Hybrid" technology is anticipated to open new opportunities in the ultra-luxury market [3] Market Challenges and Strategic Responses - Recent changes in U.S. tariff policies have posed challenges for Lotus Cars, leading to a halt in shipments of lifestyle vehicles to the U.S. market [6] - The company aims to maintain its sales plans in the U.S. despite tariff impacts, exploring manufacturing options to mitigate these challenges [6] - The ultra-luxury car market is currently under pressure, with a significant decline in sales for vehicles priced over 1 million yuan [7] Brand Strategy and Future Outlook - Lotus Cars has initiated a "Vision 80" brand revival plan since being acquired by Geely in 2017, focusing on high-end electric sports cars [10] - The company has launched several electric models, including the Evija and Eletre, and aims to enhance brand awareness and product explanation to compete effectively in a challenging market [10] - By the end of this year, 60% of Lotus's dealers in China are expected to achieve profitability [10]

经济观察报 记者 濮振宇 "现在很多消费者分不清，厂家宣传'我是性能车'，消费者就觉得它是性能车，但是它没有做到（性能车的水平），那不就是'伪性能车'吗？"4月23日，在 2025上海车展上，莲花集团总裁冯擎峰对经济观察报等媒体说。 冯擎峰表示，以前厂家需要造出V8、V12、W12发动机才能实现千匹马力的性能车，但在电动化时代，汽车可以很容易达到千匹马力。但如果只有千匹马 力，只能算"大马力车"，不能算真正的性能车。性能车不仅需要在马力上做到极限，在抓地力、制动等操控方面也应该做到极限。 作为跑车生产商，莲花在2025上海车展上宣布，将开启莲花安全驾驭训练营计划。莲花将特邀莲花工程专家、FIA认证赛照教练联合授课，用户可以在安全 的封闭赛道环境内练习大马力加速/刹车、湿滑路面操控等技巧。 "我们愿意把这些经验和数据分享给大家，让更多消费者能够分得清什么是真正的性能车，什么是'伪性能车'。"冯擎峰说。 冗余对于汽车安全很重要 莲花创立于1948年，与法拉利、保时捷被并称为"世界三大跑车品牌"。2018年，莲花发布了"Vision80"十年品牌复兴计划，宣布向电动化、智能化全面转 型。 近期，某新造车品牌重大交通 ...

来源 | 美股研究社 作者丨 南鹞 高端汽车出海的隐形冠军出现了。 4 月 22 日晚，路特斯科技（ LOTWW.US ） 交出了上市后首份年度财报， 2024 年全年 公司 总收入同比增长 36% ， 达 9.24 亿美元。 全年 莲花汽车交付量超过 1.2 万辆，同比增超 70% 。欧洲市场同比激增 179% ，贡献近 40% 的全球交付量，跃升为莲花 2024 年全球最大市 场。 作为吉利汽车旗下的一员大将，自 2017 年 被收编至今， 路特斯似乎真正开始释放自己的量能 ， 两年时间营收规模由 2022 年的 955.7 万 美 元扩张到了 2024 年的 9.2 亿美元，翻了近十倍。 根据最新业绩数据，基于全球超过 200 家门店的支持，路特斯 2024 年总计交付 12134 辆，较上年同期增长 74% ，增速跑赢了广泛的奢侈品 市场，并覆盖欧洲、北美、中国以及马来西亚、泰国、新加坡、阿联酋和菲律宾等国家及地区。 但这份成绩如果按照最初设定的 2.6 万辆年销量目标，无疑是不达标的。公司管理层也坦言，主要干扰因素是北美与欧盟市场的加税政策导致 美国市场的销量目标无法实现；同时，在中国市场面对愈发激 ...