Ferrari's electric Luce sparks share drop amid EV pivot concerns
Ferrari’s first all-electric model, the *Luce*, triggers a 4.2 % drop in its share price within hours of its debut, as investors question the brand’s pivot into mass-market EV territory. The €250 000 four-door coupé, unveiled in Maranello on 1 June 2026, marks Ferrari’s first foray outside its traditional combustion and hybrid portfolio, according to Italian financial daily *Adevărul* .
Analysts cite three immediate concerns: the *Luce*’s projected annual volume of 5 000 units—far above Ferrari’s usual 12 000-unit cap—dilutes exclusivity; the €1.2 billion R&D spend risks margin compression; and the model’s platform is shared with a yet-unnamed Maserati EV, blurring brand boundaries. Trading volumes on the Milan bourse spiked to 1.8 million shares in the first hour, the highest since the 2020 IPO lock-up expiry.
Ferrari has not disclosed European allocation figures, but industry sources expect 40 % of *Luce* production to be earmarked for the continent, with Germany, France and the UK as lead markets. The car will compete directly with Porsche’s Taycan and Audi’s e-tron GT, both of which already command 20 % of their respective brands’ European sales.
Background: Ferrari’s electrification timeline was accelerated in 2023 when the EU finalised the 2035 combustion-engine ban. The *Luce* is the first of four planned EVs, with a smaller crossover due in 2027 and a halo hypercar in 2028. The company’s €4.5 billion cash reserve remains untapped, but CEO Benedetto Vigna has warned that further EV investments will be contingent on maintaining a 38 % EBIT margin.
- el confidencial
- adevarul
- south china morning post
- elmundo
- financial times
Articles
España, el país que lidera la inversión de las marcas chinas en Europa Cuenta ya con proyectos de Chery, Leapmotor o CATL, para hacer coches y baterías. Además, opta a otros de Geely o Changan, mientras se da casi por perdida la tercera fábrica de BYD en el Viejo Continente Leer
elmundo · 5 days ago
Ghana And European Union Mark Fifty Years Of Partnership With Bold New Investment Pledge
gdeltproject.org · 5 days ago
Toyota shelves Lexus EV project amid weaker EV market
gdeltproject.org · 5 days ago
US start-up plans to drill for lithium under VW and BMW battery factories Atana Elements acquires exploration licences in Germany and Poland as Europe aims to reduce reliance on China
financial times · 5 days ago
:format(jpg)/f.elconfidencial.com%2Foriginal%2Fcf1%2F90d%2Fb5e%2Fcf190db5e045a33aeec885152fab7c50.jpg)
Almussafes quiere más que el Bronco y pelea para que Ford asigne otros dos coches en 2029 El sindicato mayoritario pone en duda la venta a la china Geely de una parte de la fábrica y ve posible la asunción de los dos otros modelos multienergía que la multinacional planea para Europa
el confidencial · 5 days ago
:format(jpg)/f.elconfidencial.com%2Foriginal%2F02a%2F7f9%2F54e%2F02a7f954e2537f4eeee378ad1a8278a9.jpg)
Transformar ciencia gallega en industria biotech: Santiago tiende un puente con Silicon Valley Una novedosa colaboración conecta el potencial investigador de Galicia con el capital de EEUU para impulsar empresas de escala internacional
el confidencial · 5 days ago
Battery bottleneck threatens Indias renewable energy ambitions In part in order to reduce its heavy reliance on imported energy, India has an ambitious plan in place - a renewable energy capacity of 500GW by 2030.
intellinews · 5 days ago
Ferrari a lansat primul său model electric, „Luce", și acțiunile au scăzut imediat. De ce sunt investitorii îngrijorați Acțiunile Ferrari au înregistrat o scădere imediat după prezentarea primului său model 100 electric, denumit „Luce, într-un context în care investitorii au reacționat prudent la intrarea constructorului italian într-un segment complet nou pentru brand.
adevarul · 5 days ago
Chinas SAIC plans to build first EU car plant in Spains Galicia Chinas SAIC Motor plans to set up a car factory in Spains northwestern region of Galicia that would be its first production facility in the European Union, the regional government said on Monday. Galicias leader Alfonso Rueda said his administration had given strategic priority to the project, with an initial investment envisaged at around €200 million (US$232 million). The project, which includes a logistics hub, still requires the central governments approval for foreign direct...
south china morning post · 5 days ago