电动汽车制造商Rivian Automotive Inc.周一股价盘中重挫10.25%,引发市场广泛关注。分析人士称,此次股价大跌反映了该公司当前面临供给和需求两端的双重压力,以及长远发展规划的不确定性。
供给端压力主要来自近期的供应链中断和零部件短缺问题。Rivian不得不在上月下调了2024年的生产目标,相比此前目标减少逾1万辆。零部件短缺也很可能会拖累公司第三季度营收,预计将较去年同期下滑25%左右。
需求端压力在于整体电动车需求疲软,消费者情绪转而偏向价格较低的混合动力车型。此外,Rivian的产品在短期内仍定位中高端,部分消费者对此存有保留。加之福特等竞争对手也缩减了电动车计划,整个电动车前景遭到部分质疑。
Rivian面临着在2026年前推出更实惠R2车型的重大考验,同时也必须采取各种措施来维持良好的现金流状况,包括削减成本、与供应商重新谈判合同等。如何平衡资金开支和可持续发展,仍有待未来考验。另外,特朗普政府对其前任政府的电动车政策持否定态度,电动车行业也面临一定不确定性。
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