异动解读 | 业绩不及预期且下调产量指引,Lucid盘前大跌6.61%

异动解读
Aug 06, 2025

电动汽车制造商Lucid Group(LCID)周三盘前股价大跌6.61%,主要原因是公司发布的第二季度财报未达华尔街预期,并下调了全年产量指引。

根据Lucid公布的财报,第二季度调整后每股亏损24美分,超出分析师预期的21美分;营收为2.59亿美元,低于市场预期的2.8亿美元。公司本季度净亏损扩大至8.55亿美元,较去年同期的7.9亿美元有所增加。同时,Lucid将2025年全年产量预期从此前的20,000辆下调至18,000到20,000辆区间。

Lucid临时首席执行官马克·温特霍夫表示,由于行业环境充满变数,公司选择以更谨慎的态度提供产量范围。此外,尽管Gravity SUV作为第二款车型已进入量产阶段,但供应链限制仍对产能提升构成挑战。市场分析认为,纯电动汽车需求增速放缓、消费者转向混合动力车型、以及即将取消的电动汽车税收抵免政策等因素,都给Lucid带来了额外的压力。

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