异动解读 | 法拉利盘前大跌5.05%,公司大幅削减电动车目标

异动解读
Oct 09, 2025

豪华跑车制造商法拉利(RACE)股价今日盘前大跌5.05%,投资者对公司最新战略调整反应强烈。

据悉,法拉利宣布大幅缩减其电动汽车计划。公司周四向投资者表示,到2030年,纯电动车型在其产品阵容中的比例将降至约20%,远低于2022年预测的40%。这一决定是在全球电动汽车市场需求不及预期的背景下做出的,多家汽车制造商已开始从这个高成本市场中撤退。

随着纯电动车目标的调整,法拉利计划将2030年阵容中纯燃油车的比例提高一倍至40%,而混合动力车型的比例则维持在40%。公司表示,未来五年将平均每年推出四款新车型。这种战略调整延长了法拉利对高利润内燃机车型的依赖,这些车型一直是公司数十年来的核心产品。尽管如此,法拉利仍将于明年推出其首款纯电动车型Elettrica,显示公司并未完全放弃电动化转型。

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