对供应链障碍的担忧挥之不去 Lucid 预计 2026 年产量增长将放缓 公司股价下跌

环球市场播报
Feb 25

  Lucid预计2026年的产量增速将低于去年,周二公布的第四季度亏损超过预期,原因是各种供应链挫折和关税扰乱了生产计划并加剧了成本。Lucid 的股价在盘后交易中下跌了 5%。今年对 Lucid 来说是至关重要的一年。该公司正在加紧生产最近推出的 Gravity 运动型多用途车,并准备在今年年底推出一个新的中型电动车平台,预计起售价将低于 50,000 美元。这被认为是吸引更多客户和塑造豪华电动车制造商未来道路的关键。Lucid 首席执行官马克-温特霍夫(Marc Winterhoff)告诉记者,供应挑战仍是一个令人担忧的问题,他承认,公司对今年的产量预测(25,000 至 27,000 辆)持保守态度,这意味着增长可能超过 50%。而2025 年,产量几乎翻了一番,达到 17,840 辆。“供应链,尤其是像我们这样的长供应链,总是容易出现意外,”他说。“这是 2025 年的教训。让我们谨慎行事。让我们制定一个计划,无论发生什么,我们都能做到。”

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