Lotus Technology マネジメント
マネジメント 基準チェック /04
現在、CEO に関する十分な情報がありません。
主要情報
Qingfeng Feng
最高経営責任者
n/a
報酬総額
| CEO給与比率 | n/a |
| CEO在任期間 | no data |
| CEOの所有権 | n/a |
| 経営陣の平均在職期間 | データなし |
| 取締役会の平均在任期間 | 1.2yrs |
経営陣の近況
Recent updates
ナラティブの更新 • Jun 05
LOT: Hybrid Platform And Multi Powertrain Plan Will Support Upside
Analysts have reduced their price target on Lotus Technology to reflect a slightly lower assumed future P/E multiple of 16.28x, while keeping key inputs such as fair value, discount rate, revenue growth, and profit margin assumptions broadly unchanged. What's in the News Launched Eletre X hyper SUV in Europe, built on the new X-Hybrid architecture with a 900V platform, 70 kWh battery, dual motors delivering up to 952 PS and 935 Nm of torque, EV-only range of up to 350 km and a combined WLTP range targeted at more than 1,200 km, with 20-80% charging in about 9 minutes on a 350 kW DC charger; European deliveries are expected in Q4 2026 and UK deliveries in summer 2027, subject to right hand drive homologation.ナラティブの更新 • May 16
LOT: Hybrid Rollout And Higher Future P/E Will Support Upside
Analysts have maintained their fair value estimate for Lotus Technology at $2.40 while updating assumptions, including a higher discount rate and a slightly higher future P/E. These revisions inform the latest price target and reflect their current view of the stock’s risk and earnings profile.ナラティブの更新 • May 02
LOT: Global Hybrid SUV Rollout And Higher Future P/E Will Support Upside
Analysts have adjusted their price targets on Lotus Technology, reflecting updated views on revenue growth, profit margins, and a higher future P/E assumption. Together, these changes temper earlier expectations while keeping the fair value estimate at $2.40.Seeking Alpha • Apr 17
Lotus Technology Needs More Progress To Get People Onboard
Summary Lotus Technology is trading at a fraction of what it went for three years ago, but the stock has been moving higher lately. The Q4 FY2025 report assisted with the rally because it featured major improvements to the bottom line, although much remains to be done. If LOT is to sustain a rally, it needs to increase car sales, but there are several reasons why this will not be easy to do. LOT’s ability to sustain the recent rally is suspect, which is why I am neutral on LOT with a hold rating. Read the full article on Seeking Alphaナラティブの更新 • Apr 13
LOT: Higher Margin Outlook And New Hybrid SUV Launch Will Support Upside
Analysts have raised their $ price target for Lotus Technology, citing updated assumptions that reflect higher revenue growth of 104.74%, a profit margin of 7.28% and a lower future P/E of 5.91x as key supports for the new valuation. What's in the News Lotus Technology officially launched its new For Me hyper SUV, also known as Eletre X in Europe, in Beijing on March 29, 2026, with deliveries in China scheduled to start on March 30, 2026 (Key Developments).
新しいナラティブ • Apr 08
Hybrid Expansion And One Lotus Integration May Struggle Before Ultimately Supporting Long-Term Progress
Catalysts About Lotus Technology Lotus Technology develops and sells premium performance vehicles, including battery electric and hybrid models, with a focus on luxury sports and lifestyle segments. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Mar 27
LOT: Higher Margin Outlook And New Hybrid SUV Will Support Upside
Analysts have revised their price target on Lotus Technology to $2.40, down from $3.00. This adjustment reflects updated assumptions related to a higher discount rate, revised revenue growth expectations, a higher projected profit margin, and a different forward P/E multiple.
新しいナラティブ • Mar 24
Hybrid Expansion And One Lotus Integration Will Support A Stronger Long Term Upside Potential
Catalysts About Lotus Technology Lotus Technology designs and sells premium performance sports cars and electrified lifestyle vehicles across China, Europe, North America and other global markets. What are the underlying business or industry changes driving this perspective?分析記事 • Nov 06
Positive Sentiment Still Eludes Lotus Technology Inc. (NASDAQ:LOT) Following 27% Share Price Slump
Lotus Technology Inc. ( NASDAQ:LOT ) shareholders won't be pleased to see that the share price has had a very rough...分析記事 • Apr 25
Lotus Technology Inc. (NASDAQ:LOT) Consensus Forecasts Have Become A Little Darker Since Its Latest Report
As you might know, Lotus Technology Inc. ( NASDAQ:LOT ) last week released its latest annual, and things did not turn...Seeking Alpha • Apr 24
Lotus Technology: Built For Speed, Stalled By Strategy
Summary Lotus Technology faces ongoing demand challenges due to competitive pressure, undifferentiated models, and shifting consumer preferences in the global EV market. The recent CFO change is questioned; a Chief Technology Officer may be more appropriate to address product-related issues. We maintain a $1/share target price on LOT, implying further downside risk, given the lofty 30K 2026E delivery guidance and competitive market conditions. Prefer BYD and Xiaomi for their strong technology, vertically integrated models, and better price-to-value propositions in the competitive Chinese EV market. Read the full article on Seeking Alpha分析記事 • Apr 04
It's Down 30% But Lotus Technology Inc. (NASDAQ:LOT) Could Be Riskier Than It Looks
To the annoyance of some shareholders, Lotus Technology Inc. ( NASDAQ:LOT ) shares are down a considerable 30% in the...
新しいナラティブ • Mar 22
New Technologies And Global Expansion Could Improve Future Prospects
Expansion into ADAS technology and new markets is expected to significantly enhance revenue and profitability margins.Seeking Alpha • Mar 18
Lotus Technology: Management Shake-Up And Competitive Pressures Signal Further Downside
Summary Lotus Technology's management changes increase the risk of a guidance cut, with new leaders lacking operational transformation and EV technology expertise. Xiaomi's SU7 Ultra outperforms LOT's Emeya, diminishing LOT's value proposition in the competitive EV market. We lower our target price to $1/share, reflecting a conservative +33% revenue CAGR and 1x EV/Revenue multiple. Rising competition and internal changes may negatively impact LOT's sales targets, posing further downside risks. Read the full article on Seeking Alpha分析記事 • Feb 16
The Price Is Right For Lotus Technology Inc. (NASDAQ:LOT) Even After Diving 27%
Unfortunately for some shareholders, the Lotus Technology Inc. ( NASDAQ:LOT ) share price has dived 27% in the last...Seeking Alpha • Feb 06
Lotus Technology: Struggling To Shift Gears In India's Competitive Market
Summary Lotus Cars faces significant challenges in core markets, with macroeconomic weaknesses and intense competition impacting its pricing and margins. Entry into India is unlikely to drive substantial growth due to a small luxury market, strong incumbent brands, and limited service infrastructure. Management's 2026 volume target appears overly ambitious, with expected volume growth likely to fall short, leading to potential downward revisions. Valuation at 1x EV/Revenue suggests a $2/share price target, implying a 25% downside from current levels due to ongoing challenges. Read the full article on Seeking Alpha分析記事 • Dec 17
Lotus Technology Inc.'s (NASDAQ:LOT) Share Price Is Still Matching Investor Opinion Despite 26% Slump
To the annoyance of some shareholders, Lotus Technology Inc. ( NASDAQ:LOT ) shares are down a considerable 26% in the...Seeking Alpha • Dec 09
Lotus Technology: A Premium Brand Facing Macro Chaos And An Identity Problem
Summary We are bearish on Lotus Technology due to macroeconomic challenges, including soft consumer demand in China and competitive pressures in Europe and the US. Lotus faces an identity crisis under Geely's ownership, with new models deviating from its traditional lightweight performance vehicles, failing to attract both old and new customers. The company has downgraded its volume expectations and is unlikely to meet its 2024 and 2026 targets, leading to potential further stock de-rating. Valuation at 2.3x 2025E EV/Revenue is demanding; a fair value is $2/share based on 1x EV/Revenue, implying a ~50% downside. Read the full article on Seeking AlphaSeeking Alpha • May 30
Lotus Technology Q1 Earnings: Stock Is Overvalued, There Are Better Options
Summary I delve deeper into Lotus Technology, a new EV company in the space under the famed Lotus Group. I analyze the company's current financials and dig deeper into its value proposition and potential challenges. Finally, I use a simple valuation model to justify why LOT stock is a "Hold" at its current valuation. Read the full article on Seeking AlphaCEO
Qingfeng Feng (53 yo)
no data
在職期間
Mr. Qingfeng Feng is Chief Executive Officer & Director of Lotus Technology Inc. He has M.B.A. from Tsinghua University. He has been the Chief Executive Officer of Group Lotus plc since June 4, 2018. Since...
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | no data | データなし | データなし | |
| Director | 1.1yrs | データなし | データなし | |
| Independent Director | 1.3yrs | データなし | データなし | |
| Director | 1yr | データなし | データなし | |
| Director | 3.9yrs | データなし | データなし | |
| Independent Director | 2.3yrs | データなし | データなし | |
| Chairman | no data | データなし | データなし |
1.2yrs
平均在職期間
56yo
平均年齢
経験豊富なボード: LOTの 取締役会 は 経験豊富 ではない ( 1.2年の平均在任期間) ため、新しい取締役会が必要であると考えられます。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/09 06:53 |
| 終値 | 2026/06/09 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Lotus Technology Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2
| アナリスト | 機関 |
|---|---|
| Xin Yu | Deutsche Bank |
| Brian Lantier | Zacks Small-Cap Research |