ENGLISH NEWS BRIEF
Summary
Rivian and Lucid are reporting Q3 earnings this week. While revenue is expected to grow and losses to narrow, both EV makers face significant challenges including tariffs, reduced federal incentives, and intense competition. They are expected to focus on future products and technology to reassure investors.
Key Points
- Earnings Expectations: Rivian (Tuesday) and Lucid (Wednesday) are expected to report increased revenue and narrower adjusted losses compared to last year.
- Mounting Challenges: Both companies face industry-wide issues like tariffs and slowing EV demand, plus company-specific problems. The end of federal EV tax credits is a major headwind.
- Profitability Focus: Analysts are closely watching gross profit figures as a key indicator of progress toward profitability.
- Future Bets: Rivian is pinning its hopes on the more affordable R2 model and a major software deal with Volkswagen. Lucid is focusing on its Gravity SUV and a future midsize platform.
- Stock Performance: Rivian’s stock is down less than 5% this year, while Lucid’s has fallen about 45%.
中文新闻简报
总结
Rivian和Lucid将于本周公布第三季度财报。尽管预计营收将增长，亏损将收窄，但这两家电动汽车制造商都面临着关税、联邦激励措施取消以及激烈竞争等重大挑战。预计他们将重点向投资者推介未来的产品和技术。
关键点
- 盈利预期：预计Rivian（周二）和Lucid（周三）将报告营收同比增长，调整后亏损同比收窄。
- 挑战加剧：两家公司都面临行业性问题，如关税和电动汽车需求放缓，以及公司特有的问题。联邦电动汽车税收抵免的结束是一个主要阻力。
- 关注盈利能力：分析师正密切关注毛利率数据，将其视为实现盈利进展的关键指标。
- 未来押注：Rivian将其希望寄托在更实惠的R2车型以及与大众汽车的一项重大软件交易上。Lucid则专注于其Gravity SUV和未来的中型车平台。
- 股票表现：Rivian股价今年下跌不到5%，而Lucid股价下跌约45%。
Original Article Link: https://www.cnbc.com/2025/11/04/ev-rivian-lucid-q3-results.html