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 1351。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.
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