智通财经APP讯，迅销(06288)公布截至 2 0 2 5 年 5 月 3 1 日止九个月业绩，收益为26167.08亿日圆，同 比增长10.6%;母公司拥有人应占溢利3390.99亿日圆，同比增长8.4%;每股基本盈利1105.36日圆。 在全球品牌事业分部方面，前三季度收益总额取得下降，为1,005亿日圆(同比减少3.1%);经营溢利总额 为28亿日圆(相较于上年度同期3亿日圆亏损)，业绩扭亏为盈。 第三季度单季期间，该事业分部旗下Theory业务取得收益及溢利下降。这主要是因日本业务于百货公司 的销售面临挑战，亚洲地区消费意愿亦低迷，而皆取得收益及溢利下降所致。PLST业务则取得收益及 经营溢利双双大幅增长。该品牌不但新商品备受青睐，加上感谢节所推出商品奏效，销售强劲。法国品 牌 Comptoir des Cotonniers 业务虽然因店舖总数减少而使收益取得下降，但因调整价格至更为实惠区间 的商品销售强劲，装修后重新开幕的店舖业绩亦表现佳，推动同店销售净额取得增长，亏损幅度缩窄。 在日本 UNIQLO(优衣库)事业分部方面，本财年前三季度收益总额为 8,014 亿日圆(同比增长 11.0%)，经 ...

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NEW YORK, May 26, 2025 (GLOBE NEWSWIRE) -- Lotus Technology Inc. (“Lotus Tech” or the “Company”) (Nasdaq: LOT), a leading global intelligent and luxury mobility provider, today released its 2024 Environmental, Social, and Governance (ESG) Report, highlighting the Company’s progress in advancing sustainable practices, innovative green products, and global leadership in clean mobility. The report has been audited by TÜV NORD, an independent third-party inspection, testing and assurance agency. “Lotus Tech’s 2 ...

Financial Data and Key Metrics Changes - In 2024, the company delivered over 12,000 vehicles, reflecting a year-on-year increase of over 70% [7] - For Q4, over 4,500 vehicles were delivered, representing a 20% year-on-year increase [8] - Revenue for Q4 narrowed by 12% year-on-year to $272 million, while full-year revenue increased by 36% year-on-year to $924 million [9] - The cost of revenues increased to $895 million for the full year and $301 million for Q4, resulting in a gross profit margin of 3% for the full year and negative 11% for Q4 [13] Business Line Data and Key Metrics Changes - Lifestyle vehicles increased by 57% year-on-year, accounting for 57% of total deliveries [10] - The intelligent driving business saw significant accounting adjustments due to a change in booking policy, impacting revenue recognition [104] Market Data and Key Metrics Changes - Europe, the home of the Lotus brand, saw an annual increase of approximately 180%, contributing nearly 40% of total deliveries [11] - China contributed one-quarter of total deliveries, while North America surged by 15%, making up 21% of total deliveries [11] Company Strategy and Development Direction - The company aims for internationalization, having entered over 10 new countries in the GCC region, Asia, and Oceania [23] - A focus on sustainable materials and redefining luxury was highlighted with the launch of the concept car Zero One [24][25] - The company plans to enhance its product lineup with new models and upgrades, including a new electric car and a hyper-hybrid model [58][60] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the impact of global trade uncertainties and economic slowdown but emphasized remarkable growth in vehicle deliveries [9] - The company expects improved gross margins in 2025 due to better product cost structures and the launch of new models [92][107] - The U.S. market remains a priority, with plans to address tariff impacts and explore manufacturing solutions [145][147] Other Important Information - The company has received a put option notice from Geely to acquire 51% of Lotus UK, which is expected to be a non-cash transaction [46][50] - The management team has undergone changes, with a new CFO and sales manager for the Chinese market, both bringing extensive experience in luxury car sales [118][120] Q&A Session Summary Question: Plans for a lightweight Amira with enhanced features - Management acknowledged the suggestion and noted that the U.S. market is crucial for Amira, with nearly 50% of sales coming from there [67][68] Question: Contribution of ADAS revenue and guidance - The intelligent driving business is expected to align with industry benchmarks, with a margin of about 30% [110] Question: Factors behind the decline in gross profit in Q4 - The decline was attributed to stock clearing and accounting adjustments in the intelligent driving business [103][104] Question: Cash burn rate and financing expectations - The company is addressing cash gaps through operations and financing, with ongoing discussions with investors [115] Question: U.S. market strategy amid geopolitical tensions - Management emphasized the importance of the U.S. market and plans to explore solutions for lifestyle vehicle exports [145][146]

4月10日，优衣库母公司迅销集团发布截至2025年2月28日的中期业绩公告。2025财年上半财年业绩显 示，营收同比增长12%至17901亿日元（约合人民币909亿元），毛利率为53.3%，净利润同比增长 19.2%至2336亿日元（约合人民币118.68亿元）。 海外事业分部营收增长14.7%至10141亿日元（约合人民币515亿元），经营溢利总额为1685亿日元（约合人民币 85亿元），同比增长11.7%。其中，东南亚、印度及澳洲地区，以及北美与欧洲地区录得收益及经营溢利大幅增 长。 大中华地区之中，中国大陆市场收益较上年度同期减少约4%， 经营溢利同比下降约11%。这主要是因为市场整体 消费意愿低落，加上不同地区之间气温差距较以往为大，商品组合未能满足各地需求所致。香港市场录得收益下 降，溢利大幅减少；台湾市场则录得收益及溢利上升。另外，南韩录得收益、溢利增长。东南亚、印度及澳洲地 区录得收益及溢利双双大幅增长。中国大陆市场作为迅销集团最大的海外消费市场，集团正积极调整战略布局。 GU（极优）事业分部营收增长3.9%至1658亿日元（约合人民币84亿元）；包括Theory在内的全球品牌事业部营收 录得6 ...