HeatWave
2021-09-29
Tesla
Lucid Is Ready to Start Making EVs -- These 3 EV Names Won't Be Far Behind<blockquote>Lucid已准备好开始生产电动汽车——这3个电动汽车品牌也不会落后太多</blockquote>
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As Lucid has the spotlight on it, three Fool.com contributors think investors should take a look at <b>Fisker</b>(NYSE:FSR), <b>Ford Motor Company</b>(NYSE:F), and the not-yet-publicly traded Rivian, three companies that are ramping up EV production as we speak.</p><p><blockquote>最大的颠覆者之一是<b><a href=\"https://laohu8.com/S/LCID\">Lucid集团公司</a></b>该公司今年早些时候与一家特殊目的收购公司合并后进入公开市场，并于本周举行生产活动。由于Lucid成为人们关注的焦点，三位Fool.com撰稿人认为投资者应该看看<b>菲斯克</b>（纽约证券交易所代码：FSR），<b>福特汽车公司</b>（纽约证券交易所股票代码：F）和尚未上市的Rivian，这三家公司正在提高电动汽车产量。</blockquote></p><p> <b>Heavy on design, light on manufacturing costs</b></p><p><blockquote><b>重设计，轻制造成本</b></blockquote></p><p> <b><a href=\"https://laohu8.com/S/HBMD\">Howard</a> Smith(Fisker):</b> While many investors have been watching Lucid Group in anticipation of its high-tech luxury sedans, one of the more promising electric SUV brands coming soon after that may be from Fisker. And Fisker is doing things a little differently, maybe because this isn't the first time around for founder Henrik Fisker.</p><p><blockquote><b><a href=\"https://laohu8.com/S/HBMD\">霍华德</a>史密斯（菲斯克）：</b>虽然许多投资者一直在关注Lucid Group，期待其高科技豪华轿车，但不久之后推出的更有前途的电动SUV品牌之一可能来自Fisker。菲斯克的做法略有不同，也许是因为这不是创始人亨里克·菲斯克第一次这样做。</blockquote></p><p> Fisker's previous start-up was Fisker Automotive, which produced a sporty, extended-range plug-in hybrid electric sedan. That company is now defunct, but Fisker is taking what he learned with initial plans to sell a luxury all-electric SUV called the Ocean. The company intends for production to begin in November 2022, with plans to introduce the Ocean SUV at the Los Angeles Auto Show that same month.</p><p><blockquote>菲斯克之前的初创公司是菲斯克汽车公司，该公司生产一款运动型增程插电式混合动力电动轿车。该公司现已倒闭，但菲斯克正在利用他所学到的知识，初步计划销售一款名为Ocean的豪华全电动SUV。该公司计划于2022年11月开始生产，并计划在同月的洛杉矶车展上推出Ocean SUV。</blockquote></p><p> Fisker took what he learned from his prior experience and is focusing his company's efforts on the technology and design for the Ocean SUV. The company will contract out the capital-intensive manufacturing work. Global automotive supplier <b><a href=\"https://laohu8.com/S/MGA\">Magna</a></b> is partnering with Fisker for the initial production. Under a long-term agreement, the Ocean will be manufactured at Magna's facility in Austria. \"This agreement is broad-based and comprehensive, covering planned volumes, manufacturing costs and quality metrics over the program's lifecycle through 2029,\" the companies said in a joint statement.</p><p><blockquote>Fisker吸取了他从之前的经验中学到的东西，将公司的精力集中在Ocean SUV的技术和设计上。该公司将把资本密集型制造工作外包出去。全球汽车供应商<b><a href=\"https://laohu8.com/S/MGA\">麦格纳</a></b>正在与菲斯克合作进行初始生产。根据一项长期协议，Ocean将在麦格纳位于奥地利的工厂生产。两家公司在一份联合声明中表示：“该协议基础广泛且全面，涵盖了截至2029年该计划生命周期的计划数量、制造成本和质量指标。”</blockquote></p><p> Fisker believes the asset-light business model, leveraging partners' experience, equipment, infrastructure, and intellectual property can reduce risk, bring products to market faster, and ultimately accelerate its path to profitability. And the company isn't putting all its eggs in one manufacturing basket. It also has an agreement with <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> supplier Foxconn Technology Group to eventually produce up to 250,000 EVs annually under the Fisker brand.</p><p><blockquote>菲斯克认为，轻资产商业模式，利用合作伙伴的经验、设备、基础设施和知识产权，可以降低风险，更快地将产品推向市场，并最终加速其盈利之路。该公司并没有把所有鸡蛋放在一个制造篮子里。它还与<b><a href=\"https://laohu8.com/S/AAPL\">苹果</a></b>供应商富士康科技集团最终将以Fisker品牌每年生产多达25万辆电动汽车。</blockquote></p><p> While others plan the physical manufacturing, Fisker can focus on design and technology. The Ocean will have an optional solar roof for battery charging. It will also have an in-house battery management system, and what the company calls a Fisker-unique user interface. Thanks to the lower-cost model, Fisker says it will be able to sell the Ocean at comparable prices to internal combustion engine premium SUVs.</p><p><blockquote>当其他人计划物理制造时，菲斯克可以专注于设计和技术。海洋将有一个可选的太阳能屋顶，用于电池充电。它还将拥有内部电池管理系统，以及该公司评级菲斯克独特的用户界面。菲斯克表示，得益于成本较低的车型，它将能够以与内燃机高端SUV相当的价格出售Ocean。</blockquote></p><p> While Lucid is starting with a luxury-level sedan costing more than $160,000, Fisker might just have a way to attract the customer volume every start-up eventually needs to blossom into a successful, sustainable business.</p><p><blockquote>虽然Lucid的起价是一款售价超过160,000美元的豪华轿车，但Fisker可能有办法吸引每家初创企业最终发展成为成功、可持续企业所需的客户群。</blockquote></p><p> A legacy automaker that's changing with the times</p><p><blockquote>一家与时俱进的传统汽车制造商</blockquote></p><p> <b>Daniel Foelber(Ford Motor Company):</b>Since when did Ford become an EV stock? Well, it isn't yet. But it's certainly doing something right.</p><p><blockquote><b>丹尼尔·福尔伯（福特汽车公司）：</b>福特什么时候成为电动汽车股了？嗯，现在还没有。但它肯定是在做正确的事情。</blockquote></p><p> EVs made up8% of Ford's July sales. But by 2040, Ford expects EVs to comprise 40% of its total sales.</p><p><blockquote>电动汽车占福特7月份销量的8%。但福特预计到2040年，电动汽车将占其总销量的40%。</blockquote></p><p> To do that, Ford is going to have to spend a lot of money. The company just increased itselectrification spending budget through 2025by one-third, bringing the total to $30 billion. For reference, Ford's 2020 capital expenditures were $5.7 billion.</p><p><blockquote>为此，福特将不得不花费大量资金。该公司刚刚将到2025年的电气化支出预算增加了三分之一，使总额达到300亿美元。作为参考，福特2020年的资本支出为57亿美元。</blockquote></p><p> Burning through cash for the prospect of growth is commonplace among EV companies. One reasoneveryone is talking about Lucid Groupis that the company is quite literally racing against time to reach mass production. Lucid needs to sell enough cars and reach positive operating cash flow orrisk having to take on debtor raise more cash by diluting its stock.</p><p><blockquote>在电动汽车公司中，为了增长前景而烧钱是很常见的。每个人都在谈论Lucid Group的原因之一是该公司正在与时间赛跑以实现大规模生产。Lucid需要销售足够的汽车并达到正运营现金流，否则就必须承担债务人通过稀释其股票来筹集更多现金的风险。</blockquote></p><p></p><p> Ford is the third best-selling automaker in the U.S. and makes the single most popular pickup truck in the world.Crowned the king of range, Lucid is a growth stock with a lot of upside. However, Ford could be a better investment for value investors looking for exposure to the EV industry -- but with less downside risk.</p><p><blockquote>福特是美国第三畅销汽车制造商，生产世界上最受欢迎的皮卡车。Lucid被誉为续航里程之王，是一只具有很大上涨空间的成长型股票。然而，对于寻求投资电动汽车行业的价值投资者来说，福特可能是一项更好的投资，但下行风险较小。</blockquote></p><p> <b>EVs go into trucking</b></p><p><blockquote><b>电动汽车进入卡车运输领域</b></blockquote></p><p> <b>Travis Hoium(Rivian):</b>Rivian isn't public, yet, but management has submitted a registration with the Securities and Exchange Commission to go public in an initial public offering, potentiallywith a valuation of around $80 billion, that could take place later this year. And given the company's impressive list of products, I think this is a competitor worth watching.</p><p><blockquote><b>Travis Hoium（Rivian）：</b>Rivian尚未上市，但管理层已向美国证券交易委员会提交了首次公开募股的注册，估值可能约为800亿美元，可能于今年晚些时候进行。鉴于该公司令人印象深刻的产品清单，我认为这是一个值得关注的竞争对手。</blockquote></p><p> Technically, Rivian has already started production of its R1T truck, but the first vehicle rolled off the production line just a few weeks ago, so the company is in a similar position to Lucid. What I like about Rivian is that it's building a very specific vehicle for a very specific, and highly profitable, market: truck buyers.</p><p><blockquote>从技术上讲，Rivian已经开始生产其R1T卡车，但第一辆车几周前才下线，因此该公司的处境与Lucid类似。我喜欢Rivian的一点是，它正在为一个非常特定且利润丰厚的市场制造一款非常特定的车辆：卡车买家。</blockquote></p><p> The R1S is starting to roll off the production line, but the first vehicle Rivian made isn't actually a consumer vehicle at all. Rather, it's a delivery van for<b>Amazon</b>, one of its largest investors. The van is already in the field in small numbers and Rivian hopes to deliver 10,000 vans to Amazon by the end of 2022 and 100,000 by the end of 2030.</p><p><blockquote>R1S开始下线，但Rivian制造的第一辆汽车实际上根本不是消费汽车。相反，它是一辆送货车<b>亚马逊</b>，其最大的投资者之一。该货车已经少量投入使用，Rivian希望到2022年底向亚马逊交付10,000辆货车，到2030年底向亚马逊交付100,000辆。</blockquote></p><p> Next, the R1T truck starts at $67,500 and has at least 314 miles in range. The R1S SUV will likely begin production early next year and starts at $70,000 with 316 miles of range and is one of the first electric SUVs with an option for seven seats. The prices aren't cheap, but when compared with gasoline vehicles of a similar size and capability the price is fairly reasonable, especially when the EV tax credit and cost savings from using electricity over gasoline are accounted for. And that's what's going to drive the adoption of this very compelling pair of vehicles.</p><p><blockquote>其次，R1T卡车起价为67,500美元，续航里程至少为314英里。R1S SUV可能会在明年初开始生产，起价为70,000美元，续航里程为316英里，是首批可选择七座的电动SUV之一。价格并不便宜，但与类似尺寸和功能的汽油车相比，价格相当合理，特别是考虑到电动汽车税收抵免和使用电力而不是汽油节省的成本。这将推动这对非常引人注目的车辆的采用。</blockquote></p><p> I like Rivian's designs, the markets it's serving, and the high-powered backing it has gotten from companies like Amazon. As a reservation holder for an R1S, I'll be watching that initial public offering closely and look forward to seeing Rivian hit the road in larger numbers this year.</p><p><blockquote>我喜欢Rivian的设计，它所服务的市场，以及它从亚马逊等公司获得的强大支持。作为R1S的预订者，我将密切关注首次公开募股，并期待看到Rivian今年大量上路。</blockquote></p><p> <b>Disruption is coming to the auto industry</b></p><p><blockquote><b>汽车行业即将迎来颠覆</b></blockquote></p><p> The auto industry is changing quickly as new entrants join the market and electric vehicles become the fastest-growing segment of the market. Lucid is making big moves to establish itself this week but don't lose sight of Rivian, Fisker, and Ford as companies to watch in this booming industry.</p><p><blockquote>随着新进入者加入市场，电动汽车成为增长最快的细分市场，汽车行业正在迅速变化。Lucid本周正在采取重大举措来确立自己的地位，但不要忽视Rivian、菲斯克和福特作为这个蓬勃发展的行业中值得关注的公司。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lucid Is Ready to Start Making EVs -- These 3 EV Names Won't Be Far Behind<blockquote>Lucid已准备好开始生产电动汽车——这3个电动汽车品牌也不会落后太多</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLucid Is Ready to Start Making EVs -- These 3 EV Names Won't Be Far Behind<blockquote>Lucid已准备好开始生产电动汽车——这3个电动汽车品牌也不会落后太多</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-09-29 11:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Lucid is pushing forward with production, but it's not the only <a href=\"https://laohu8.com/S/AONE.U\">one</a> about to hit the road with new electric vehicles.</b> <b>Key Points</b></p><p><blockquote><b>Lucid正在推进生产，但这并不是唯一的<a href=\"https://laohu8.com/S/AONE.U\">一</a>即将带着新型电动汽车上路。</b><b>要点</b></blockquote></p><p> <ul> <li>Fisker is taking a different approach for its business model, and it might just work better.</li> <li><a href=\"https://laohu8.com/S/F\">Ford</a> stock provides a safer way to invest in EVs.</li> <li>Rivian is taking an early lead in the EV truck market.</li> </ul> Electric vehicle stockshave been on fire over the past two years as investors have seen that's where the growth in the auto market is going to come from. <a href=\"https://laohu8.com/S/NGD\">New</a> automakers have also built disruptive business models that forgo dealers, outsource manufacturing, and even bring charging into the business.</p><p><blockquote><ul><li>菲斯克正在对其商业模式采取不同的方法，而且效果可能会更好。</li><li><a href=\"https://laohu8.com/S/F\">福特</a>股票为投资电动汽车提供了一种更安全的方式。</li><li>Rivian在电动卡车市场处于早期领先地位。</li></ul>过去两年，电动汽车股票一直很火，因为投资者已经看到这是汽车市场增长的来源。<a href=\"https://laohu8.com/S/NGD\">新的</a>汽车制造商还建立了颠覆性的商业模式，放弃经销商，外包制造，甚至将充电纳入业务。</blockquote></p><p> One of the biggest disruptors is <b><a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a></b>, which hit public markets in a merger with a special purpose acquisition company earlier this year and is holdingproduction events this week. As Lucid has the spotlight on it, three Fool.com contributors think investors should take a look at <b>Fisker</b>(NYSE:FSR), <b>Ford Motor Company</b>(NYSE:F), and the not-yet-publicly traded Rivian, three companies that are ramping up EV production as we speak.</p><p><blockquote>最大的颠覆者之一是<b><a href=\"https://laohu8.com/S/LCID\">Lucid集团公司</a></b>该公司今年早些时候与一家特殊目的收购公司合并后进入公开市场，并于本周举行生产活动。由于Lucid成为人们关注的焦点，三位Fool.com撰稿人认为投资者应该看看<b>菲斯克</b>（纽约证券交易所代码：FSR），<b>福特汽车公司</b>（纽约证券交易所股票代码：F）和尚未上市的Rivian，这三家公司正在提高电动汽车产量。</blockquote></p><p> <b>Heavy on design, light on manufacturing costs</b></p><p><blockquote><b>重设计，轻制造成本</b></blockquote></p><p> <b><a href=\"https://laohu8.com/S/HBMD\">Howard</a> Smith(Fisker):</b> While many investors have been watching Lucid Group in anticipation of its high-tech luxury sedans, one of the more promising electric SUV brands coming soon after that may be from Fisker. And Fisker is doing things a little differently, maybe because this isn't the first time around for founder Henrik Fisker.</p><p><blockquote><b><a href=\"https://laohu8.com/S/HBMD\">霍华德</a>史密斯（菲斯克）：</b>虽然许多投资者一直在关注Lucid Group，期待其高科技豪华轿车，但不久之后推出的更有前途的电动SUV品牌之一可能来自Fisker。菲斯克的做法略有不同，也许是因为这不是创始人亨里克·菲斯克第一次这样做。</blockquote></p><p> Fisker's previous start-up was Fisker Automotive, which produced a sporty, extended-range plug-in hybrid electric sedan. That company is now defunct, but Fisker is taking what he learned with initial plans to sell a luxury all-electric SUV called the Ocean. The company intends for production to begin in November 2022, with plans to introduce the Ocean SUV at the Los Angeles Auto Show that same month.</p><p><blockquote>菲斯克之前的初创公司是菲斯克汽车公司，该公司生产一款运动型增程插电式混合动力电动轿车。该公司现已倒闭，但菲斯克正在利用他所学到的知识，初步计划销售一款名为Ocean的豪华全电动SUV。该公司计划于2022年11月开始生产，并计划在同月的洛杉矶车展上推出Ocean SUV。</blockquote></p><p> Fisker took what he learned from his prior experience and is focusing his company's efforts on the technology and design for the Ocean SUV. The company will contract out the capital-intensive manufacturing work. Global automotive supplier <b><a href=\"https://laohu8.com/S/MGA\">Magna</a></b> is partnering with Fisker for the initial production. Under a long-term agreement, the Ocean will be manufactured at Magna's facility in Austria. \"This agreement is broad-based and comprehensive, covering planned volumes, manufacturing costs and quality metrics over the program's lifecycle through 2029,\" the companies said in a joint statement.</p><p><blockquote>Fisker吸取了他从之前的经验中学到的东西，将公司的精力集中在Ocean SUV的技术和设计上。该公司将把资本密集型制造工作外包出去。全球汽车供应商<b><a href=\"https://laohu8.com/S/MGA\">麦格纳</a></b>正在与菲斯克合作进行初始生产。根据一项长期协议，Ocean将在麦格纳位于奥地利的工厂生产。两家公司在一份联合声明中表示：“该协议基础广泛且全面，涵盖了截至2029年该计划生命周期的计划数量、制造成本和质量指标。”</blockquote></p><p> Fisker believes the asset-light business model, leveraging partners' experience, equipment, infrastructure, and intellectual property can reduce risk, bring products to market faster, and ultimately accelerate its path to profitability. And the company isn't putting all its eggs in one manufacturing basket. It also has an agreement with <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> supplier Foxconn Technology Group to eventually produce up to 250,000 EVs annually under the Fisker brand.</p><p><blockquote>菲斯克认为，轻资产商业模式，利用合作伙伴的经验、设备、基础设施和知识产权，可以降低风险，更快地将产品推向市场，并最终加速其盈利之路。该公司并没有把所有鸡蛋放在一个制造篮子里。它还与<b><a href=\"https://laohu8.com/S/AAPL\">苹果</a></b>供应商富士康科技集团最终将以Fisker品牌每年生产多达25万辆电动汽车。</blockquote></p><p> While others plan the physical manufacturing, Fisker can focus on design and technology. The Ocean will have an optional solar roof for battery charging. It will also have an in-house battery management system, and what the company calls a Fisker-unique user interface. Thanks to the lower-cost model, Fisker says it will be able to sell the Ocean at comparable prices to internal combustion engine premium SUVs.</p><p><blockquote>当其他人计划物理制造时，菲斯克可以专注于设计和技术。海洋将有一个可选的太阳能屋顶，用于电池充电。它还将拥有内部电池管理系统，以及该公司评级菲斯克独特的用户界面。菲斯克表示，得益于成本较低的车型，它将能够以与内燃机高端SUV相当的价格出售Ocean。</blockquote></p><p> While Lucid is starting with a luxury-level sedan costing more than $160,000, Fisker might just have a way to attract the customer volume every start-up eventually needs to blossom into a successful, sustainable business.</p><p><blockquote>虽然Lucid的起价是一款售价超过160,000美元的豪华轿车，但Fisker可能有办法吸引每家初创企业最终发展成为成功、可持续企业所需的客户群。</blockquote></p><p> A legacy automaker that's changing with the times</p><p><blockquote>一家与时俱进的传统汽车制造商</blockquote></p><p> <b>Daniel Foelber(Ford Motor Company):</b>Since when did Ford become an EV stock? Well, it isn't yet. But it's certainly doing something right.</p><p><blockquote><b>丹尼尔·福尔伯（福特汽车公司）：</b>福特什么时候成为电动汽车股了？嗯，现在还没有。但它肯定是在做正确的事情。</blockquote></p><p> EVs made up8% of Ford's July sales. But by 2040, Ford expects EVs to comprise 40% of its total sales.</p><p><blockquote>电动汽车占福特7月份销量的8%。但福特预计到2040年，电动汽车将占其总销量的40%。</blockquote></p><p> To do that, Ford is going to have to spend a lot of money. The company just increased itselectrification spending budget through 2025by one-third, bringing the total to $30 billion. For reference, Ford's 2020 capital expenditures were $5.7 billion.</p><p><blockquote>为此，福特将不得不花费大量资金。该公司刚刚将到2025年的电气化支出预算增加了三分之一，使总额达到300亿美元。作为参考，福特2020年的资本支出为57亿美元。</blockquote></p><p> Burning through cash for the prospect of growth is commonplace among EV companies. One reasoneveryone is talking about Lucid Groupis that the company is quite literally racing against time to reach mass production. Lucid needs to sell enough cars and reach positive operating cash flow orrisk having to take on debtor raise more cash by diluting its stock.</p><p><blockquote>在电动汽车公司中，为了增长前景而烧钱是很常见的。每个人都在谈论Lucid Group的原因之一是该公司正在与时间赛跑以实现大规模生产。Lucid需要销售足够的汽车并达到正运营现金流，否则就必须承担债务人通过稀释其股票来筹集更多现金的风险。</blockquote></p><p></p><p> Ford is the third best-selling automaker in the U.S. and makes the single most popular pickup truck in the world.Crowned the king of range, Lucid is a growth stock with a lot of upside. However, Ford could be a better investment for value investors looking for exposure to the EV industry -- but with less downside risk.</p><p><blockquote>福特是美国第三畅销汽车制造商，生产世界上最受欢迎的皮卡车。Lucid被誉为续航里程之王，是一只具有很大上涨空间的成长型股票。然而，对于寻求投资电动汽车行业的价值投资者来说，福特可能是一项更好的投资，但下行风险较小。</blockquote></p><p> <b>EVs go into trucking</b></p><p><blockquote><b>电动汽车进入卡车运输领域</b></blockquote></p><p> <b>Travis Hoium(Rivian):</b>Rivian isn't public, yet, but management has submitted a registration with the Securities and Exchange Commission to go public in an initial public offering, potentiallywith a valuation of around $80 billion, that could take place later this year. And given the company's impressive list of products, I think this is a competitor worth watching.</p><p><blockquote><b>Travis Hoium（Rivian）：</b>Rivian尚未上市，但管理层已向美国证券交易委员会提交了首次公开募股的注册，估值可能约为800亿美元，可能于今年晚些时候进行。鉴于该公司令人印象深刻的产品清单，我认为这是一个值得关注的竞争对手。</blockquote></p><p> Technically, Rivian has already started production of its R1T truck, but the first vehicle rolled off the production line just a few weeks ago, so the company is in a similar position to Lucid. What I like about Rivian is that it's building a very specific vehicle for a very specific, and highly profitable, market: truck buyers.</p><p><blockquote>从技术上讲，Rivian已经开始生产其R1T卡车，但第一辆车几周前才下线，因此该公司的处境与Lucid类似。我喜欢Rivian的一点是，它正在为一个非常特定且利润丰厚的市场制造一款非常特定的车辆：卡车买家。</blockquote></p><p> The R1S is starting to roll off the production line, but the first vehicle Rivian made isn't actually a consumer vehicle at all. Rather, it's a delivery van for<b>Amazon</b>, one of its largest investors. The van is already in the field in small numbers and Rivian hopes to deliver 10,000 vans to Amazon by the end of 2022 and 100,000 by the end of 2030.</p><p><blockquote>R1S开始下线，但Rivian制造的第一辆汽车实际上根本不是消费汽车。相反，它是一辆送货车<b>亚马逊</b>，其最大的投资者之一。该货车已经少量投入使用，Rivian希望到2022年底向亚马逊交付10,000辆货车，到2030年底向亚马逊交付100,000辆。</blockquote></p><p> Next, the R1T truck starts at $67,500 and has at least 314 miles in range. The R1S SUV will likely begin production early next year and starts at $70,000 with 316 miles of range and is one of the first electric SUVs with an option for seven seats. The prices aren't cheap, but when compared with gasoline vehicles of a similar size and capability the price is fairly reasonable, especially when the EV tax credit and cost savings from using electricity over gasoline are accounted for. And that's what's going to drive the adoption of this very compelling pair of vehicles.</p><p><blockquote>其次，R1T卡车起价为67,500美元，续航里程至少为314英里。R1S SUV可能会在明年初开始生产，起价为70,000美元，续航里程为316英里，是首批可选择七座的电动SUV之一。价格并不便宜，但与类似尺寸和功能的汽油车相比，价格相当合理，特别是考虑到电动汽车税收抵免和使用电力而不是汽油节省的成本。这将推动这对非常引人注目的车辆的采用。</blockquote></p><p> I like Rivian's designs, the markets it's serving, and the high-powered backing it has gotten from companies like Amazon. As a reservation holder for an R1S, I'll be watching that initial public offering closely and look forward to seeing Rivian hit the road in larger numbers this year.</p><p><blockquote>我喜欢Rivian的设计，它所服务的市场，以及它从亚马逊等公司获得的强大支持。作为R1S的预订者，我将密切关注首次公开募股，并期待看到Rivian今年大量上路。</blockquote></p><p> <b>Disruption is coming to the auto industry</b></p><p><blockquote><b>汽车行业即将迎来颠覆</b></blockquote></p><p> The auto industry is changing quickly as new entrants join the market and electric vehicles become the fastest-growing segment of the market. Lucid is making big moves to establish itself this week but don't lose sight of Rivian, Fisker, and Ford as companies to watch in this booming industry.</p><p><blockquote>随着新进入者加入市场，电动汽车成为增长最快的细分市场，汽车行业正在迅速变化。Lucid本周正在采取重大举措来确立自己的地位，但不要忽视Rivian、菲斯克和福特作为这个蓬勃发展的行业中值得关注的公司。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/09/28/lucid-is-ready-to-start-making-evs-these-3-ev-name/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","F":"福特汽车"},"source_url":"https://www.fool.com/investing/2021/09/28/lucid-is-ready-to-start-making-evs-these-3-ev-name/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103804946","content_text":"Lucid is pushing forward with production, but it's not the only one about to hit the road with new electric vehicles.\n\nKey Points\n\nFisker is taking a different approach for its business model, and it might just work better.\nFord stock provides a safer way to invest in EVs.\nRivian is taking an early lead in the EV truck market.\n\nElectric vehicle stockshave been on fire over the past two years as investors have seen that's where the growth in the auto market is going to come from. New automakers have also built disruptive business models that forgo dealers, outsource manufacturing, and even bring charging into the business.\nOne of the biggest disruptors is Lucid Group Inc, which hit public markets in a merger with a special purpose acquisition company earlier this year and is holdingproduction events this week. As Lucid has the spotlight on it, three Fool.com contributors think investors should take a look at Fisker(NYSE:FSR), Ford Motor Company(NYSE:F), and the not-yet-publicly traded Rivian, three companies that are ramping up EV production as we speak.\nHeavy on design, light on manufacturing costs\nHoward Smith(Fisker): While many investors have been watching Lucid Group in anticipation of its high-tech luxury sedans, one of the more promising electric SUV brands coming soon after that may be from Fisker. And Fisker is doing things a little differently, maybe because this isn't the first time around for founder Henrik Fisker.\nFisker's previous start-up was Fisker Automotive, which produced a sporty, extended-range plug-in hybrid electric sedan. That company is now defunct, but Fisker is taking what he learned with initial plans to sell a luxury all-electric SUV called the Ocean. The company intends for production to begin in November 2022, with plans to introduce the Ocean SUV at the Los Angeles Auto Show that same month.\nFisker took what he learned from his prior experience and is focusing his company's efforts on the technology and design for the Ocean SUV. The company will contract out the capital-intensive manufacturing work. Global automotive supplier Magna is partnering with Fisker for the initial production. Under a long-term agreement, the Ocean will be manufactured at Magna's facility in Austria. \"This agreement is broad-based and comprehensive, covering planned volumes, manufacturing costs and quality metrics over the program's lifecycle through 2029,\" the companies said in a joint statement.\nFisker believes the asset-light business model, leveraging partners' experience, equipment, infrastructure, and intellectual property can reduce risk, bring products to market faster, and ultimately accelerate its path to profitability. And the company isn't putting all its eggs in one manufacturing basket. It also has an agreement with Apple supplier Foxconn Technology Group to eventually produce up to 250,000 EVs annually under the Fisker brand.\nWhile others plan the physical manufacturing, Fisker can focus on design and technology. The Ocean will have an optional solar roof for battery charging. It will also have an in-house battery management system, and what the company calls a Fisker-unique user interface. Thanks to the lower-cost model, Fisker says it will be able to sell the Ocean at comparable prices to internal combustion engine premium SUVs.\nWhile Lucid is starting with a luxury-level sedan costing more than $160,000, Fisker might just have a way to attract the customer volume every start-up eventually needs to blossom into a successful, sustainable business.\nA legacy automaker that's changing with the times\nDaniel Foelber(Ford Motor Company):Since when did Ford become an EV stock? Well, it isn't yet. But it's certainly doing something right.\nEVs made up8% of Ford's July sales. But by 2040, Ford expects EVs to comprise 40% of its total sales.\nTo do that, Ford is going to have to spend a lot of money. The company just increased itselectrification spending budget through 2025by one-third, bringing the total to $30 billion. For reference, Ford's 2020 capital expenditures were $5.7 billion.\nBurning through cash for the prospect of growth is commonplace among EV companies. One reasoneveryone is talking about Lucid Groupis that the company is quite literally racing against time to reach mass production. Lucid needs to sell enough cars and reach positive operating cash flow orrisk having to take on debtor raise more cash by diluting its stock.\nFord is the third best-selling automaker in the U.S. and makes the single most popular pickup truck in the world.Crowned the king of range, Lucid is a growth stock with a lot of upside. However, Ford could be a better investment for value investors looking for exposure to the EV industry -- but with less downside risk.\nEVs go into trucking\nTravis Hoium(Rivian):Rivian isn't public, yet, but management has submitted a registration with the Securities and Exchange Commission to go public in an initial public offering, potentiallywith a valuation of around $80 billion, that could take place later this year. And given the company's impressive list of products, I think this is a competitor worth watching.\nTechnically, Rivian has already started production of its R1T truck, but the first vehicle rolled off the production line just a few weeks ago, so the company is in a similar position to Lucid. What I like about Rivian is that it's building a very specific vehicle for a very specific, and highly profitable, market: truck buyers.\nThe R1S is starting to roll off the production line, but the first vehicle Rivian made isn't actually a consumer vehicle at all. Rather, it's a delivery van forAmazon, one of its largest investors. The van is already in the field in small numbers and Rivian hopes to deliver 10,000 vans to Amazon by the end of 2022 and 100,000 by the end of 2030.\nNext, the R1T truck starts at $67,500 and has at least 314 miles in range. The R1S SUV will likely begin production early next year and starts at $70,000 with 316 miles of range and is one of the first electric SUVs with an option for seven seats. The prices aren't cheap, but when compared with gasoline vehicles of a similar size and capability the price is fairly reasonable, especially when the EV tax credit and cost savings from using electricity over gasoline are accounted for. And that's what's going to drive the adoption of this very compelling pair of vehicles.\nI like Rivian's designs, the markets it's serving, and the high-powered backing it has gotten from companies like Amazon. As a reservation holder for an R1S, I'll be watching that initial public offering closely and look forward to seeing Rivian hit the road in larger numbers this year.\nDisruption is coming to the auto industry\nThe auto industry is changing quickly as new entrants join the market and electric vehicles become the fastest-growing segment of the market. Lucid is making big moves to establish itself this week but don't lose sight of Rivian, Fisker, and Ford as companies to watch in this booming industry.","news_type":1,"symbols_score_info":{"LCID":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":1157,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/862276501"}
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