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    Vincent Yeung

    Managing Director and Head of Asia Pacific Property Research at SC Asia

    Vincent Yeung is a Managing Director and Head of Asia Pacific Property Research at SC Asia, specializing in Asian real estate equities with deep expertise in covering top companies such as China Vanke, Sun Hung Kai Properties, and Link REIT. He has established a strong performance record as a leading regional analyst, earning rankings among top research professionals in institutional surveys and consistently providing well-regarded investment calls for property and development stocks in Greater China and Southeast Asia. Vincent began his analyst career in the mid-2000s, with prior experience at firms including Credit Suisse and Macquarie before joining SC Asia in 2019, where he leads the team’s regional strategy. He holds multiple professional credentials including Hong Kong SFC licensing, supported by an academic background in finance and his ongoing recognition via industry awards for analytical excellence.

    Vincent Yeung's questions to Lotus Technology (LOT) leadership

    Vincent Yeung's questions to Lotus Technology (LOT) leadership • Q3 2024

    Question

    Vincent Yeung of SC Asia questioned management's confidence in achieving the 12,000-unit annual sales target, the drivers for deliveries in the final two months of the year, and guidance for Q1 2025. He also asked for views on luxury EV demand in China and the strategy to boost sales there.

    Answer

    CEO Feng Qingfeng expressed confidence in hitting the challenging 12,000-unit target, citing strong progress in China and the U.K., accelerating deliveries in the EU, and new market entries in Japan and South Korea. Regarding China, he acknowledged a drop in the overall luxury EV segment penetration but highlighted that Lotus is gaining market share, reaching 40% in October. The strategy is to dominate this niche by increasing market share to over 50%, which will drive sales volume regardless of broader segment trends.

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    Vincent Yeung's questions to Lotus Technology (LOT) leadership • Q3 2024

    Question

    Vincent Yeung of SC Asia questioned management's confidence in hitting the 12,000-unit annual sales target and asked for the key drivers for the final two months and Q1 2025. He also sought commentary on the luxury EV demand in China, the reasons for a sales decline there, and the company's strategy to reignite growth.

    Answer

    CEO Feng Qingfeng expressed confidence in meeting the challenging 12,000-unit target, citing promising progress in China and the U.K., accelerating deliveries in the EU, and new market entries in Japan and South Korea. He noted that while the overall luxury EV segment penetration in China has dropped, Lotus is gaining market share, reaching 40% in its price segment in October. The strategy is to continue increasing this market share to over 50% to drive volume.

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