莲花跑车于5月13日在伦敦发布"Focus 2030"战略，正式调整其电动化方向[1]。该公司放弃了此前"2027年实现全面纯电化"的目标，转而采取"燃油、纯电、超级混动三轨并行"的发展路线[1]。莲花方面表示，在8万美元以上的豪华汽车市场中，纯电车型的渗透率至今不足10%[1]。
财务压力成为此次战略调整的重要背景[1]。2024年，莲花全球销量为12134辆，净亏损达11.07亿美元，同比扩大48%[1]。2025年形势更为严峻，全球销量下滑至6520辆，同比下降46%，营收下降至5.19亿美元，同比下降44%[1]。面对这些数字，公司调整产品组合，短期内产量结构为约60%混动、40%纯电[1]。
莲花跑车CEO冯擎峰表示"在跑车上，不会再做任何纯电的探索"[1]。新的发展目标是在2030年前冲击3万辆年销售量[1]。根据规划，公司计划于2028年推出搭载全新V8混合动力系统的超级跑车Type 135[1]。值得注意的是，莲花曾于2021年广州车展宣布"Emira将成为品牌最后一款燃油车"，而如今的战略调整意味着这一承诺已被改变[1]。
Lotus Cars officially reversed its electrification commitment on May 13 in London, announcing a new "Focus 2030" strategic direction that shelves the previous goal of complete electrification by 2027 [1]. The British sports car manufacturer, majority-owned by Geely since 2018 when it acquired a 51 percent stake, will now pursue a parallel development strategy combining gasoline engines, pure electric vehicles, and hybrid powertrains [1].
The strategic pivot comes as the company faces mounting financial pressure and declining market demand for electric sports cars [1]. Lotus reported a net loss of $1.107 billion in 2024, a 48 percent increase from the prior year, while 2024 global sales reached only 12,134 units [1]. The situation deteriorated further in 2025, with global sales plummeting 46 percent to 6,520 units and revenue dropping 44 percent to $519 million [1]. In the near term, Lotus plans to maintain production at approximately 60 percent hybrid and 40 percent pure electric vehicles, targeting annual sales of 30,000 units by 2030 [1].
The company's reversal reflects a fundamental recalibration of market realities in the luxury segment, noting that pure electric vehicles account for less than 10 percent market penetration in the over $80,000 luxury automobile category [1]. This marks a stark departure from Lotus's 2021 declaration at the Guangzhou Auto Show that the Emira would be its final gasoline-powered vehicle [1]. Looking ahead, Lotus plans to introduce a new V8 hybrid supercar, the Type 135, by 2028 [1].
