Rivian’s sales pop as the company’s big R2 bet starts to pay off

Rivian 销量激增，押注 R2 车型初见成效

Rivian had high hopes for its more affordable R2 vehicle — and so far, those hopes appear to be paying off. Rivian 对其价格更亲民的 R2 车型寄予厚望，而目前看来，这些期望正逐渐变为现实。

The company released its third-quarter production and delivery numbers today, reporting 19,751 vehicles produced and 19,248 delivered. That represents an 85 percent year-over-year increase in production and a 45 percent jump in deliveries. (For a direct-to-consumer automaker like Rivian, deliveries serve as a proxy for sales.) The company also reaffirmed its full-year 2026 guidance, expecting to deliver 65,000 to 70,000 vehicles. 该公司今日发布了第三季度生产和交付数据，报告显示产量为 19,751 辆，交付量为 19,248 辆。这标志着产量同比增长 85%，交付量增长 45%。（对于像 Rivian 这样采用直销模式的汽车制造商而言，交付量即代表销量。）该公司还重申了其 2026 年全年业绩指引，预计全年交付量将在 6.5 万至 7 万辆之间。

Rivian’s sales surge is a rare bright spot in a struggling industry. A year after President Trump and Republicans in Congress eliminated the $7,500 federal EV tax credit, broader EV sales have predictably plunged. According to Cox Automotive, as of September 2026, overall EV sales were down nearly 24 percent year-over-year. Tesla just reported a 2.1 percent decrease in Q3 sales (though that was better than expected). 在行业整体低迷的背景下，Rivian 的销量激增成为了难得的亮点。在特朗普总统和国会共和党人取消 7,500 美元联邦电动汽车税收抵免政策一年后，电动汽车整体销量如预期般大幅下滑。据考克斯汽车公司（Cox Automotive）统计，截至 2026 年 9 月，电动汽车总销量同比下降了近 24%。特斯拉刚刚公布其第三季度销量下降了 2.1%（尽管这一表现好于预期）。

Rivian has been telling investors it will sell upwards of 25,000 R2s in its first year of production, which would make it one of the fastest launches of a new electric vehicle in US history. The R2 needed to be a hit for Rivian to survive as an independent company. As Rivian CEO RJ Scaringe told us earlier this year: “R2 is the most important thing we have because it’s what takes us from being subscale to being a scaled manufacturer.” Rivian 此前一直向投资者承诺，R2 车型在投产第一年销量将超过 2.5 万辆，这将使其成为美国历史上发布速度最快的新型电动汽车之一。R2 必须取得成功，Rivian 才能作为一家独立公司生存下去。正如 Rivian 首席执行官 RJ Scaringe 今年早些时候对我们所言：“R2 是我们最重要的产品，因为它将带领我们从规模不足的初创企业转型为具备规模化生产能力的制造商。”

While Rivian doesn’t break down sales by model, the company expects full-year deliveries for both its R1 lineup—the R1T truck and R1S SUV—and its electric delivery van to remain flat. Last year, Rivian delivered over 13,000 vehicles in the third quarter. Assuming R1 and van deliveries held steady, that leaves approximately 6,000 R2 vehicles delivered to customers this quarter. 虽然 Rivian 没有按车型细分销量，但该公司预计其 R1 系列（R1T 皮卡和 R1S SUV）以及电动送货车的全年交付量将保持平稳。去年第三季度，Rivian 的交付量超过 1.3 万辆。假设 R1 系列和送货车的交付量保持稳定，这意味着本季度交付给客户的 R2 车型约为 6,000 辆。

The sales report comes amid a string of good news for Rivian. The company recently announced that the R2 hit its climate goal of reducing its lifetime emissions by 50 percent four years ahead of schedule. 这份销售报告发布之际，Rivian 正迎来一系列利好消息。该公司最近宣布，R2 车型提前四年实现了将其全生命周期碳排放量减少 50% 的气候目标。