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Lucid sales inch forward as EV maker pushes to ramp Gravity production
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Lucid公司第二季度交付量达到3,309辆,环比增长6%,创下新纪录。产量也增加到3,863辆。尽管销售表现有所提升,但要实现20,000辆的年产目标,Lucid仍面临巨大挑战。公司将寄希望于Gravity SUV的量产。CEO表示,关税压力和对质量的重视导致生产启动缓慢。Lucid预计将在8月5日发布更详细的财报,届时将披露更多信息,包括Air和Gravity车型的具体销售情况。

📈 Lucid第二季度交付量为3,309辆,环比增长6%,创下新纪录,同时产量达到3,863辆,表明公司在充满挑战的电动汽车市场中有所进步。

🚗 为了实现20,000辆的年度生产目标,Lucid将依赖于新推出的全电动Gravity SUV的量产。Gravity的生产已于2024年12月启动,但产量增长速度低于预期。

🗣️ CEO表示,关税压力和对质量的重视是导致生产启动缓慢的原因。公司计划解决供应链瓶颈问题,并将在8月5日的财报中分享更多细节,包括Air和Gravity车型的具体销售情况。

💰 Lucid第一季度向租赁公司出售了约300辆汽车,这可能对第二季度的销售数据有所贡献。公司正在推动新的公司用车计划。

Lucid delivered 3,309 vehicles in the second quarter, a 6% increase in sales from the previous period and a new sales record for the EV maker.

Lucid also reported it produced 3,863 vehicles in the second quarter, nearly 1,000 more than it made in the previous period. Lucid produced 2,212 vehicles in the first quarter and shipped another 600 additional vehicles to Saudi Arabia for final assembly.

The delivery and accompanying production figures show Lucid has maintained — and even made some progress — in an otherwise shaky EV market. However, there’s still a considerable gap to fill if the company wants to meet its annual production goal of 20,000 vehicles. In the first six months of the year, Lucid produced 6,075 vehicles — leaving the company with a nearly 14,000-vehicle hole to fill.

To meet that target, Lucid will have to ramp production of its new all-electric Gravity SUV. The company kicked off production of the Gravity in December 2024, most of which was sold to “employees, family, and friends.”

The customer mix has started to shift more to the general consumer in recent months. However, production has been slower-than-desired,” CEO Marc Winterhoff told Automotive News in an interview in June. The CEO, who replaced Peter Rawlinson earlier this year, blamed tariff pressures and a focus on quality for the slow start.

Winterhoff has been quick to cite customer interest in the Gravity, comments meant to dispel any concerns that there’s a demand problem.

During the company Q1 earnings call in April, Winterhoff noted the company encountered a “modest supply chain bottleneck that has impacted its timeline.” He emphasized at the time that “the more important point is that we’re taking the time to get it right, not just getting it out.”

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He said at the time the supply chain bottlenecks would be being resolved in the second quarter and made plans to ensure the company would meet its production plans for 2025.

Lucid wouldn’t comment on the delivery and production results, including the breakdown between its Air and Gravity models. A spokesperson noted Lucid will share more details at its upcoming earnings report, which is set to be released August 5.

It’s also unclear if Lucid’s new company car program and sales to rental fleets helped boost its Q2 figures.

Lucid sold the equivalent of around 300 cars in the first quarter to what it refers to as “rental companies,” a footnote in its Q1 regulatory filing revealed. At the time, Nick Twork, a spokesperson for Lucid Motors, told TechCrunch that despite the use of the term, the “vast majority” of the vehicles referred to in the footnote were sold to leasing companies and leased back to the automaker as part of a revamped company car program.

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Lucid 电动汽车 销量 生产
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