异动解读 | Lucid集团股价盘后大跌5.79%,下调全年产量预期且业绩不及预期

异动解读
Aug 06

电动汽车制造商Lucid Group Inc(LCID)周二盘后股价大跌5.79%,主要原因是公司下调了年度产量预期,且季度业绩未达华尔街预期。

据报道,Lucid将2025年的产量预期从此前的20,000辆下调至18,000到20,000辆之间。同时,公司第二季度营收为2.594亿美元,低于分析师预期的2.799亿美元。经调整后,Lucid每股亏损24美分,同样高于预期的21美分。这些消息引发了投资者对公司近期表现的担忧,导致股价在盘后交易中大幅下跌。

Lucid目前正面临全球贸易紧张局势和消费者支出趋紧的双重压力。美国可能提高进口关税,这可能会破坏供应链并推高汽车成本。与此同时,美国电动车市场竞争日益激烈,特斯拉和Rivian等竞争对手都在积极推广其最新车型。为应对这些挑战,Lucid正在努力扩大产品线,包括推出新的Gravity SUV和计划中的中型轿车,以吸引更广泛的消费群体。公司还与优步达成了合作,计划从2026年起向其提供超过2万辆配备自动驾驶技术的Gravity SUV,以diversify其收入来源。

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