Lucid Motors’ EV output falls to lowest level in almost 2 years
Lucid Motors’ EV output falls to lowest level in almost 2 years
Lucid Motors 电动汽车产量降至近两年来的最低水平
Lucid Motors built 2,954 electric vehicles (EVs) in the third quarter of this year, a 54% drop from a year ago, as the company purposely limits production to better meet demand for its EVs. This was the third straight quarter in which the number of EVs Lucid built has declined. It’s also the lowest quarterly output since the first quarter of 2025, which was just after Lucid Motors started production of its second EV, the Gravity SUV.
Lucid Motors 今年第三季度生产了 2,954 辆电动汽车，同比下降 54%。该公司表示，这是为了更好地匹配市场需求而有意限制产量的结果。这已经是 Lucid 电动汽车产量连续第三个季度下滑。这也是自 2025 年第一季度以来的最低季度产量，当时 Lucid Motors 刚刚开始生产其第二款电动汽车——Gravity SUV。
Lucid delivered 3,806 EVs in the third quarter, roughly flat with the second quarter and down about 200 vehicles from the third quarter of 2025. The company has struggled to find buyers for either of its first two luxury EVs. In five of the last six quarters, it built more vehicles than it delivered.
Lucid 在第三季度交付了 3,806 辆电动汽车，与第二季度基本持平，较 2025 年第三季度减少了约 200 辆。该公司一直难以为其前两款豪华电动汽车找到足够的买家。在过去六个季度中，有五个季度的产量超过了交付量。
Lucid’s new CEO, Silvio Napoli, has spent the last few months leading an effort to “simplify the company.” That effort has included laying off around 1,500 employees, streamlining the company’s leadership, and eliminating a second shift at its factory in Arizona in a bid to reach cost savings of $1.4 billion. Lucid also delayed the release of its third EV, the Cosmos. That model is supposed to be much cheaper, starting at under $50,000.
Lucid 的新任首席执行官 Silvio Napoli 在过去几个月里一直致力于“精简公司”。这一举措包括裁员约 1,500 人、精简公司领导层，并取消了其亚利桑那州工厂的第二个轮班，旨在实现 14 亿美元的成本节约。Lucid 还推迟了其第三款电动汽车 Cosmos 的发布。该车型预计价格将大幅降低，起售价低于 5 万美元。
The third-quarter figures, released Monday afternoon, come just a few days after rival EV upstart Rivian posted its best quarter in history on the back of the R2, its new, more affordable SUV. Although Rivian didn’t break out specific delivery figures for the R2, the company shipped nearly 20,000 vehicles in the third quarter, the first full quarter with the R2 in production, up from the second quarter’s 12,194.
周一下午公布的第三季度数据，距离竞争对手 Rivian 发布其史上最佳季度业绩仅过去几天。Rivian 的增长得益于其新款、更实惠的 SUV 车型 R2。尽管 Rivian 没有披露 R2 的具体交付数据，但该公司在第三季度（R2 投产后的第一个完整季度）共交付了近 2 万辆汽车，高于第二季度的 12,194 辆。
Lucid’s failure to find a large market of buyers for its EVs is even more stark when compared with the promises the company made when it went public in 2021. That year, Lucid Motors merged with a special purpose acquisition company and estimated it would ship as many as 90,000 EVs in 2024 alone. The company raised $4 billion in the transaction.
与 2021 年上市时所做的承诺相比，Lucid 未能为其电动汽车找到广阔市场的情况显得尤为严峻。那一年，Lucid Motors 与一家特殊目的收购公司（SPAC）合并，并预计仅在 2024 年就能交付多达 9 万辆电动汽车。该公司在这次交易中筹集了 40 亿美元。
On Lucid’s second-quarter earnings call in August, Napoli spoke about why he thinks the company has failed to make a dent in the EV market. “While there is no question that Lucid brought leading innovations and outstanding products to the market, we have disappointed on several fronts, and for far too long,” he said. “We have not executed consistently. We missed commitments, launched products before they were ready, underinvested in service, responded too slowly to quality issues, and allowed complexity to slow decisions down.”
在 8 月份的 Lucid 第二季度财报电话会议上，Napoli 谈到了他认为公司为何未能打入电动汽车市场的原因。“毫无疑问，Lucid 为市场带来了领先的创新和出色的产品，但我们在多个方面都令人失望，而且这种情况持续太久了，”他说。“我们的执行力不够稳定。我们未能履行承诺，在产品准备好之前就匆忙发布，在服务方面投入不足，对质量问题的反应过于迟缓，并且让复杂性拖慢了决策速度。”
The Cosmos’ lower price could, in theory, let Lucid access a wider market, but Napoli cautioned shareholders that rushing the new EV out could create more trouble. “We will not repeat the mistakes of the past by bringing a product to market before it is ready,” Napoli said on the call.
从理论上讲，Cosmos 的较低价格可以帮助 Lucid 进入更广阔的市场，但 Napoli 告诫股东，匆忙推出新车可能会带来更多麻烦。“我们不会重蹈覆辙，在产品准备好之前就将其推向市场，”Napoli 在电话会议上表示。