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Lucid产量下降38%,该电动汽车制造商正在清理库存Lucid production falls 38% as the EV maker clears inventory

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Lucid在第三季度生产了2,954辆汽车,这是自2025年初以来的最低季度产量,比第二季度下降了38%,而在清理库存时交付了3,806辆。该公司还承诺在欧洲与Bolt合作生产25,000辆无人驾驶汽车,与Uber合作生产20,000辆。

Lucid built 2,954 vehicles in the third quarter, its lowest quarterly output since early 2025 and a 38% fall from the second quarter, while delivering 3,806 as it cleared inventory. The company has outstanding commitments for 25,000 driverless cars with Bolt in Europe and 20,000 with Uber.

Lucid在三个月内生产了2,954辆汽车。其欧洲计划需要25,000人。整个欧盟唯一批准全自动汽车的路线每种车型每年的数量上限为1,500辆。

Lucid built 2,954 cars in three months. Its European plan needs 25,000. The only route that approves a fully automated car across the whole European Union is capped at 1,500 a year per vehicle type.

InsideEV报告称,产量较第二季度下降38%,较去年同期下降24%,该公司交付了3,806辆汽车,下降6.7%。它的汽车销量比产量还多。这就是清理库存的样子。

Production fell 38% from the second quarter and 24% against the same period last year, and the company delivered 3,806 vehicles, down 6.7%, as InsideEVs reported. It sold more cars than it made. That is what clearing inventory looks like.

这是自2025年初以来的最低季度产量。Lucid没有按型号细分销售额。该公司表示,在召回导致发货停止近一个月后,对Gravity的需求继续恢复势头。

It is the lowest quarterly output since early 2025. Lucid does not break out sales by model. It said demand for the Gravity continued to regain momentum after a recall halted shipments for nearly a month.

全年读起来更好。截至9月30日,Lucid已生产了13,228辆汽车,比去年增长近33%,交付了10,852辆,增长3%。

The year as a whole reads better. Through 30 September, Lucid had built 13,228 vehicles, nearly 33% more than last year, and delivered 10,852, up 3%.

我们在6月份报道称,西尔维奥·那不勒斯(Silvio Napoli)裁员18%,并取消了亚利桑那州Casa Grande工厂的第二班,每年节省约1.58亿美元。员工人数从2025年底的约9,000人下降至约6,400人。三个月后,欧洲宣布了这一消息。

We reported in June that Silvio Napoli had cut 18% of the workforce and removed the second shift at the Casa Grande plant in Arizona, saving about $158M a year. Headcount fell to roughly 6,400, from about 9,000 at the end of 2025. The European announcement came three months after that.

博尔特和Lucid九月份表示,他们希望欧洲道路上至少有25,000辆无人驾驶Lucid。没有订购任何东西,没有投入任何资金,也没有确定日期。整个工会适用的审批途径每年允许每种类型1,500辆汽车。按照这个速度,舰队大约需要十七年的时间。

Bolt and Lucid said in September they wanted at least 25,000 driverless Lucids on European roads. Nothing was ordered, no money was committed and no date was set. The approval route that works across the whole union allows 1,500 cars a year per type. At that rate the fleet takes about seventeen years.

Lucid还承诺向Uber提供2万辆汽车,Uber向Nuro合作伙伴关系投入了约5亿美元,其中100辆测试车在休斯顿和湾区运行。Lucid在第二季度亏损12.6亿美元,营收为4.05亿美元,目前正在削减14亿美元。这辆车本来是要付所有的钱的,但它迟到了。

Lucid has also promised 20,000 vehicles to Uber, which put about $500M into the Nuro partnership, with 100 test cars running in Houston and the Bay Area. Lucid lost $1.26B in the second quarter on revenue of $405M, and is cutting $1.4B. The car meant to pay for all of it is late.

那不勒斯将Cosmos推迟到2027年底,称该公司在产品准备好之前就已推出。起价低于50,000美元。在欧洲,这不是一辆负担得起的汽车。

Napoli delayed the Cosmos to late 2027, saying the company had launched products before they were ready. It is meant to start under $50,000. In Europe that is not an affordable car.

根据运输与环境部的统计,到今年年底,欧盟将有16款售价低于25,000欧元的电动车型将在欧盟范围内销售,是去年数量的两倍,这些车型的销量有望达到2024年水平的7倍。

Transport and Environment counted 16 electric models under EUR 25,000 due on sale across the EU by the end of this year, twice last year’s number, with sales of those models on course to reach seven times their 2024 level.