异动解读 | Lucid 第三季度业绩超预期 带动股价大涨

异动解读
08 Nov 2024

美国新兴豪华电动汽车制造商 Lucid Group 公布了 2024 年第三季度财报,引发了市场的广泛关注。数据显示,该公司第三季度营收达 2 亿美元,超过华尔街预期的 1.98 亿美元,主要得益于其豪华电动车的强劲需求。

除营收超预期外,Lucid 还有多个利好消息:其一,重申了 2024 年全年产量目标为 9,000 辆,虽然要实现该目标仍有挑战,但交付量呈现逐季上升势头。其二,公司近期完成了 17.5 亿美元的融资,将为其未来几年现金流提供支撑。其三,Lucid 计划推出 Gravity SUV 新车型,以期分一杯羹在利润丰厚的 SUV 细分市场。

尽管如此,Lucid 第三季度仍有 6.43 亿美元净亏损,净亏损相较一年前有所扩大。不过值得注意的是,公司的毛利率由上季度的负 134.5%改善至负 106.2%,削减成本的努力初见成效。

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