Rivian三季度交付13,201辆,下调全年交付量指引

异动解读
Oct 02, 2025

周四,电动汽车制造商 Rivian Automotive, Inc.盘中大跌超8%。Rivian公布的第三季度交付量为13,201辆,超过了市场预期的12,955辆,同比增长约32%。但同时,公司将2025年交付指导范围调整为41,500至43,500辆,较此前40,000至46,000辆的预期有所减少。

除了公司自身因素外,整个电动汽车行业的前景也令投资者感到忧虑。美国联邦政府7,500美元的电动车租赁税收抵免政策已于本周二到期,这可能会影响未来几个季度的销售。此外,对进口汽车零部件征收的高额关税也推高了制造成本,压缩了利润空间。这些因素共同导致了Rivian股价的大幅下跌,反映出投资者对公司短期增长前景的担忧。

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