面对困境，捷豹路虎也在积极应对。自8月31日受攻击以来，该公司就在"夜以继日"地工作以恢复生产。英国商业与贸易部也积极介入，共同商讨解决方 案，助力捷豹路虎重新开始生产。与此同时，网络安全专家也提供支持，帮助该公司尽快解决问题。 事实上，在市场竞争日益激烈的当下，捷豹路虎本就面临着一定的压力。近年来，为刺激销量增长，捷豹路虎在中国市场开启限时折扣售价，两款车型最高 降幅达20.6万元。然而，2025财年财报显示，其在华销量下滑明显，库存系数过高，超过30%的经销商处于亏损状态。 捷豹路虎2024年6月宣布与奇瑞汽车签署战略合作意向书，今年7月发布"Freelander神行者"品牌标识，首款车型预计2026年下半年推出，将率先在中国市场 发售。 此次网络攻击给捷豹路虎带来了巨大挑战，后续生产恢复和市场应对情况如何，我们也将持续关注。 近日，捷豹路虎深陷网络攻击危机，工厂生产停滞，3.3万员工被迫"休假"，预计面临巨额损失。 捷豹路虎作为英国汽车行业巨头，预期每天生产超1000辆汽车，此次停摆致使英国3家工厂生产线关闭。英国伯明翰大学商学院的经济学教授大卫·贝利表 示，停摆期间约有价值17亿英镑的车辆无法进行生产 ...

据红星新闻，日前，捷豹路虎受网络攻击停产持续，3.3万员工"被迫休假"，或损失上亿英镑利润。 捷豹路虎表示，在遭受严重的网络攻击后，其工厂的生产最早要到9月24日才会恢复，但行业内部消息人士警告称，此次中断可能将持续到11月。9月16日， 公司的33000名员工被告知生产线仍然受到影响，暂时不用返回工作岗位。 据悉，捷豹路虎作为英国最大的汽车制造商，预期每天生产超过1000辆汽车。此次停摆导致英国三家工厂的生产线关闭，专家估计，这将使捷豹路虎面临 1.2亿英镑的损失。 作者丨彭鑫 编辑丨安安 近年来，汽车市场竞争不断增大。捷豹路虎为刺激销量增长，在中国市场开启限时折扣售价，两款车型最高降幅达20.6万元。 图源：揽胜RangeRover官微 具体来看，揽胜极光L SE驭光尊耀版限时售价23.98万元，原厂家建议零售价为42.98万元，降幅19万元；HSE凝光限定版限时售价26.98万元，原厂家建议零 售价为47.58万元，降幅为20.6万元。 据红星资本局，成都某捷豹路虎4S店销售人员表示，揽胜极光可以降价20万元以上，具体需要到门店详谈，还可以叠加置换补贴和4500元的地方补贴。 揽胜极光之所以打"骨折"促 ...

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 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]

Group 1 - Chery has reintroduced the QQ series with the launch of the new QQ3 at the 2025 Chengdu Auto Show, marking a strategic move in its transition to electric vehicles [2] - The original QQ model was highly successful, selling over 1.4 million units from 2003 to 2014, and the new QQ aims to leverage this classic brand recognition to enhance Chery's presence in the electric vehicle market [2] - Chery's current electric vehicle penetration rate is 22.4%, which is below the average for the passenger car market, indicating a need for stronger market positioning [2] Group 2 - The new QQ3 enhances Chery's brand and product matrix, with the establishment of four divisions: Starway (high-end), Aihu (traditional fuel), Fengyun (mainstream hybrid), and QQ (pure electric small cars) [3] - The design of the QQ3 retains classic visual elements while modernizing its features, including a spacious interior that approaches A-class vehicle standards [3] - The A0-class electric vehicle market is becoming increasingly competitive, with established players like BYD Dolphin and Geely Xingyuan, as well as new entrants from higher segments like the Arcfox T1 [3]

Group 1 - Maserati and Alfa Romeo are in discussions to develop new energy vehicles based on Chery's E0X platform, although Chery has denied knowledge of this collaboration [1] - Maserati has announced its electrification product plan, including the release of a pure electric version of the MC20 this year, a large SUV in 2027, and a pure electric Quattroporte in 2028 [1] - Alfa Romeo has launched its first mass-produced electric vehicle, the Milano, as part of its acceleration towards electrification [1] Group 2 - Chery and Jaguar Land Rover signed a strategic cooperation letter in June last year to enhance their joint venture, Chery Jaguar Land Rover, focusing on electric products using Chery's electrification platform [2] - The "Freelander" brand vehicles will be co-designed by Chery and Jaguar Land Rover, targeting the mainstream market with a series of electric products [2] - The first model under the "Freelander" brand is expected to debut in 2026, with production planned at Chery Jaguar Land Rover's factory in Changshu [2] Group 3 - The collaboration between Chery and Jaguar Land Rover is seen as a typical case of "reverse technology output," reflecting a growing trend among Chinese electric vehicle companies [3] - Chinese automakers are gaining advantages in the new energy sector, which may lead to an expansion of reverse technology output as a new norm in the automotive industry [3]

Core Viewpoint - Jaguar Land Rover delivered its best financial report in nearly a decade during the global investor conference for the fiscal year 2025, showcasing strong performance and strategic victories in the high-end market, particularly in the context of electrification [1][2][3]. Financial Performance - The company reported a pre-tax profit of £2.5 billion for the full fiscal year, with an EBIT margin of 8.5%, marking the best performance in nearly ten years [2][4]. - Free cash flow reached £1.5 billion, the second-highest in the company's history, and the company achieved a net cash surplus of £278 million by the end of the fiscal year [2][4]. - Global revenue for the fiscal year was £29 billion, remaining stable compared to the previous year, and the company has achieved profitability for ten consecutive quarters [4]. Market Position and Sales - Jaguar Land Rover's market share in the global luxury segment grew against the trend, with a compound annual growth rate of 2.7%. The Range Rover brand sold over 220,000 units globally, with a 19.7% increase in sales for the Range Rover Sport [6]. - The retail sales of PHEV models increased by 21.7% year-on-year, with the Range Rover PHEV models seeing a 38.2% increase [7]. Performance in China - The company emphasized its resilience in the Chinese market, achieving significant sales growth despite intense competition and market uncertainties [3][8]. - The Range Rover and Range Rover Sport models ranked highly in various quality and customer satisfaction studies conducted by J.D. Power in China [9][10]. Brand Strategy and Innovation - Jaguar Land Rover has successfully redefined its brand image and adjusted its joint venture model, leading to a renewed brand value and market presence [13]. - The introduction of the Freelander brand in collaboration with Chery aims to leverage both companies' strengths in the electric vehicle sector, with plans for new models to be launched in the coming years [23][24]. Future Outlook - The company plans to continue focusing on the high-end luxury segment and modern luxury experiences while strengthening brand building as part of its strategic path forward [25][27]. - The "Chinese Resilience" strategy is seen as a key driver for the company's growth, particularly in delivering exclusive value to high-net-worth individuals in the luxury market [26][27].

Core Insights - Jaguar Land Rover demonstrates strong financial resilience amidst a rapidly changing global automotive landscape, achieving its best EBIT margin of 8.5% in a decade and a historical second-highest free cash flow, along with a net cash surplus of £278 million [1][2] Financial Performance - The company has invested nearly £6 billion in new product and technology development over the past two years and plans to maintain an annual R&D investment of over £4 billion for the next three years [2] - Jaguar Land Rover's performance reflects its robust financial foundation and strategic foresight, enabling it to sustain revenue stability and increase investments despite economic uncertainties and raw material price fluctuations [2] Strategic Direction - The mission of "Jaguar Land Rover's China Resilience" was introduced, focusing on three strategic directions: maintaining leadership in the high-end luxury segment, reshaping brand experience with "New Modern Luxury," and deepening collaboration with local partners to create a model of co-creation [3][4] Market Positioning - In the Chinese luxury SUV market above £700,000, Jaguar Land Rover continues to lead, with the Range Rover brand achieving a 6% year-on-year growth, solidifying its position in the premium SUV segment [6] - The company has received high rankings in new vehicle quality, product appeal, and intelligent experience, indicating strong brand value and customer satisfaction [6][7] Brand Experience - Jaguar Land Rover emphasizes emotional value and cultural resonance in its brand strategy, successfully engaging high-net-worth individuals through customized and high-end brand experiences [7] - The celebration of the Range Rover's 55th anniversary showcased the brand's cultural narrative, further enhancing its appeal in the luxury market [7] Collaborative Innovation - The partnership with Chery has evolved into a new co-creation model, marked by the launch of the Freelander brand, which represents a significant step in Jaguar Land Rover's electrification strategy [9] - Freelander aims to integrate Jaguar Land Rover's global design strengths with Chery's local engineering capabilities, enhancing market responsiveness and supporting long-term sustainable growth in China [9][10] Future Outlook - The transformation of "resilience" into a growth methodology positions Jaguar Land Rover for future success, with a focus on financial stability, brand experience, and innovative co-creation models driving its competitive edge in the Chinese market [10]

Core Viewpoint - Jaguar Land Rover (JLR) is undergoing a significant transition towards electrification, with plans to cease production of certain models in China by September 2025, while focusing on electric vehicle development [1][3][4]. Group 1: Production Changes - The production of Jaguar XEL, XFL, and E-PACE models at the Chery Jaguar Land Rover plant in Changshu will officially end in September 2025 [1][3]. - The Land Rover models, including Range Rover Evoque and Discovery Sport, are also set to stop production by the end of next year [3]. - Future production plans will be adjusted according to global strategies, with a shift towards electric models [1][8]. Group 2: Electrification Strategy - JLR aims to achieve net-zero emissions across its supply chain and operations by 2039, with a focus on launching electric models and high-end brands by 2026 [8]. - The company has halted the sale of new gasoline vehicles in the UK and is transitioning to electric and hybrid models, with plug-in hybrid sales increasing by 21.7% over the past year [8]. - A strategic cooperation agreement was signed between Chery and JLR to develop new electric products, enhancing their product matrix for the upcoming electric era [9]. Group 3: Financial Performance - JLR has increased its investment in electric product development from £15 billion to £18 billion over the next five years [9]. - For the fiscal year 2025, JLR reported global revenues of £29 billion and a pre-tax profit of £2.5 billion, despite a 34% decline in sales in China, resulting in a loss of £14 million for the joint venture with Chery [9].

Group 1 - The former marketing executive of Xiaomi Auto, Wen Fei, has officially joined Chery Automobile Co., Ltd. as Vice President, also serving as General Manager of the FR brand division and Executive Vice President of Chery Jaguar Land Rover Automotive Co., Ltd. [1] - Wen Fei is expected to be responsible for the work of the "Freelander" brand division, which is anticipated to launch soon [2][3] - The "Freelander" brand was relaunched in June last year, with Chery and Jaguar Land Rover signing a strategic cooperation agreement to enhance their joint product matrix [2] Group 2 - The "Freelander" brand will feature a series of electric products designed collaboratively by Chery and Jaguar Land Rover, with production planned at Chery Jaguar Land Rover's Changshu factory [2] - The first new model under the "Freelander" brand is expected to debut in 2026, with plans for initial sales in China and potential exports [2] - Jaguar Land Rover has initiated a series of operational and organizational transformations in China to enhance competitiveness and support the implementation of its global strategy [3]