Lotus Tech Growth Strategy

STRONG TOP-LINE GROWTH DRIVEN BY MODEL PIPELINE AND INTERNATIONAL EXPANSION Four models expected to power 147% CAGR volume growth... Unit, k ...with China market contributing ~35% and other global markets contributing to the rest CAGR ('23-'25E) Unit, k CAGR ('23-'25E) 73 73 39% 6 23% 8 88% 54 54 6 16 25 25 59%¹ 42 130% 33 12 <+ 4 8 2023E Eletre 2024E 2025E Type 133 Emira Evija Source: Company information, Lotus management estimates 1. '24E 25E YoY growth 2. ROW includes rest of Asia, Australia, the Middle East, South Africa and parts of South America, etc. 54 502% 19 5 11 19 23 130% 12 23 116% 2 1 19 4 5 2023E 2024E China ■Europe US 2025E ■ROW² 43 LOTUS TECH

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