Nice_老虎社区_美港股上老虎

Luke19
2021-11-01

Nice

EV Startups Lucid and Rivian Deliver First Models to Customers<blockquote>电动汽车初创公司Lucid和Rivian向客户交付首批车型</blockquote>

The upstarts are trying to replicate Tesla’s success but face challenges in trying to build up produ

EV Startups Lucid and Rivian Deliver First Models to Customers<blockquote>电动汽车初创公司Lucid和Rivian向客户交付首批车型</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":849472766,"tweetId":"849472766","gmtCreate":1635775639906,"gmtModify":1635775639906,"author":{"id":3574305354088443,"idStr":"3574305354088443","authorId":3574305354088443,"authorIdStr":"3574305354088443","name":"Luke19","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Nice</body></html>","htmlText":"<html><head></head><body>Nice</body></html>","text":"Nice","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/849472766","repostId":1101034989,"repostType":4,"repost":{"id":"1101034989","kind":"news","pubTimestamp":1635774528,"share":"https://www.laohu8.com/m/news/1101034989?lang=zh_CN&edition=full","pubTime":"2021-11-01 21:48","market":"us","language":"en","title":"EV Startups Lucid and Rivian Deliver First Models to Customers<blockquote>电动汽车初创公司Lucid和Rivian向客户交付首批车型</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1101034989","media":"The Wall Street Journal","summary":"The upstarts are trying to replicate Tesla’s success but face challenges in trying to build up produ","content":"The upstarts are trying to replicate Tesla’s success but face challenges in trying to build up production<blockquote>这些新贵正试图复制特斯拉的成功，但在提高产量方面面临挑战</blockquote> <img src=\"https://static.tigerbbs.com/7c76ef608a1676bcaae05cbf207b8774\" tg-width=\"1290\" tg-height=\"859\" width=\"100%\" height=\"auto\">Lucid began building its first all-electric Air sedans in Arizona in September.<blockquote>Lucid于9月开始在亚利桑那州生产首款全电动Air轿车。</blockquote> Rivian Automotive and&nbsp;Lucid Group&nbsp;Inc.,two electric-car startups looking to emulateTeslaInc.’ssuccess, are making their marketplace debuts, shipping their first models to customers and planning to expand production.<blockquote>Rivian汽车公司和Lucid Group Inc.这两家电动汽车初创公司希望效仿特斯拉公司的成功，它们正在市场上首次亮相，向客户交付了第一批车型，并计划扩大产量。</blockquote> Lucid, a California-based upstart that&nbsp;went public in July&nbsp;through a merger with a special-purpose acquisition company, began building its first&nbsp;all-electric Air sedans&nbsp;in Arizona in September and started delivering them to customers Saturday.<blockquote>Lucid是一家总部位于加利福尼亚州的新贵，于7月通过与一家特殊目的收购公司合并上市，并于9月开始在亚利桑那州生产首款全电动Air轿车，并于周六开始向客户交付。</blockquote> The company, which is backed by Saudi Arabia’s sovereign-wealth fund, is looking to target the high-end market for luxury electric cars—a niche long dominated by Tesla—with the Air, a model that starts at $77,400. The first versions delivered over the weekend cost around $169,000.<blockquote>该公司得到了沙特主权财富基金的支持，正寻求瞄准豪华电动汽车的高端市场——这是一个长期由特斯拉主导的利基市场——推出起价为77,400美元的Air车型。周末交付的第一批版本售价约为16.9万美元。</blockquote> Rivian, another up-and-comer backed by&nbsp;Ford Motor&nbsp;Co.&nbsp;and&nbsp;Amazon.com&nbsp;Inc.,has started delivering its first model, the electric R1T pickup truck, to buyers and recently revealed plans for&nbsp;a second U.S. assembly plant&nbsp;to expand production beyond its factory in Normal, Ill.<blockquote>另一家获得福特汽车和亚马逊支持的后起之秀Rivian已经开始向买家交付其首款车型R1T电动皮卡，并于最近透露计划在美国建立第二家装配厂，以将产量扩大到伊利诺伊州Normal工厂以外的工厂。</blockquote> The rollout of these first models is a milestone for the two upstarts and gives them an advantage in the race among electric-vehicle startups. The next challenge will be increasing factory output to boost sales, said Peter Rawlinson, Lucid’s chief executive.&nbsp;Lucid said it plans to make roughly 575 cars by the end of 2021 and increase that to 20,000 next year.<blockquote>这些首批车型的推出对于这两家新贵来说是一个里程碑，并使他们在电动汽车初创公司的竞争中占据优势。Lucid首席执行官彼得·罗林森(Peter Rawlinson)表示，下一个挑战将是增加工厂产量以促进销售。Lucid表示，计划到2021年底生产约575辆汽车，明年将其增加到2万辆。</blockquote> “What’s next is just getting the volume ramped up and pushing like crazy,” Mr. Rawlinson said.<blockquote>“接下来就是加大成交量并疯狂推动，”罗林森先生说。</blockquote> Both Rivian and Lucid are scaling operations as Tesla’s valuation has continued to soar,crossing the $1 trillion mark&nbsp;last week.<blockquote>随着特斯拉的估值持续飙升，上周突破1万亿美元大关，Rivian和Lucid都在扩大业务规模。</blockquote> <img src=\"https://static.tigerbbs.com/17ebcc75e997d559a830f7f8fddbc868\" tg-width=\"1050\" tg-height=\"700\" width=\"100%\" height=\"auto\">Rivian is targeting the U.S.’s highly competitive pickup truck market with the R1T.<blockquote>Rivian的R1T瞄准了竞争激烈的美国皮卡市场。</blockquote> Enthusiasm for electric vehicles, both among car buyers and on Wall Street, has been rising over the past couple of years. Electric-vehicle sales in the U.S. climbed 57% in September over the prior-year period, according to analysts from Morgan Stanley. And the Biden administration is pushing to extend the $7,500 tax credit now available for electric-vehicle purchases, as well as other additional incentives, to further stoke demand for plug-in models.<blockquote>过去几年，购车者和华尔街对电动汽车的热情一直在上升。摩根士丹利分析师表示，9月份美国电动汽车销量同比增长57%。拜登政府正在推动延长目前可用于购买电动汽车的7,500美元税收抵免，以及其他额外激励措施，以进一步刺激对插电式车型的需求。</blockquote> Lucid’s stock surged last week, jumping more than 50%, following tweets that the company was beginning deliveries and Tesla’s deal to sell its cars to&nbsp;Hertz Global Holdings&nbsp;Inc.The company is valued at nearly $60 billion, about $8.4 billion behind Ford, which had almost $100 billion more in sales through the first nine months of 2021.<blockquote>Lucid的股价上周飙升，涨幅超过50%，此前有推文称该公司开始交付以及特斯拉将其汽车出售给赫兹全球控股公司。该公司估值近600亿美元，比福特落后约84亿美元，福特在2021年前9个月的销售额增加了近1000亿美元。</blockquote> Rivian, a company that started in Michigan and later moved its headquarters to California, has raised roughly $10.5 billion in the private markets since the start of 2019 and now is getting ready for an initial public offering.<blockquote>Rivian是一家始于密歇根、后来将总部迁至加州的公司，自2019年初以来已在私人市场筹集了约105亿美元，目前正在准备首次公开募股。</blockquote> At its latest capital raise in July, Rivian was valued at $27.6 billion, according to a person familiar with the raise. Amazon on Friday said it owned about 20% of Rivian and valued its stake at $3.8 billion.<blockquote>据一位知情人士透露，在7月份的最新一次融资中，Rivian的估值为276亿美元。亚马逊周五表示，亚马逊拥有Rivian约20%的股份，其所持股份估值为38亿美元。</blockquote> Rivian declined to comment for the story ahead of its IPO.<blockquote>Rivian在首次公开募股前拒绝对此事发表评论。</blockquote> Still, in the capital-intensive auto industry, there is a history of startups that have launched and folded later, and both Lucid and Rivian have had to spend heavily before shipping their first vehicles.<blockquote>尽管如此，在资本密集型的汽车行业，初创公司有过先推出后倒闭的历史，Lucid和Rivian在运送第一辆汽车之前都必须投入大量资金。</blockquote> Lucid lost $3.6 billion in the first half of 2021, while Rivian spent $2 billion from the start of last year through the end of June 2021.<blockquote>Lucid在2021年上半年亏损了36亿美元，而Rivian从去年年初到2021年6月底花费了20亿美元。</blockquote> One of the biggest challenges these two companies will confront is mastering the intricacies of mass production, analysts say.<blockquote>分析师表示，这两家公司将面临的最大挑战之一是掌握大规模生产的复杂性。</blockquote> Tyson Jominy, vice president of data and analytics at J.D. Power, said launching a model that has never been built before in an all-new factory is difficult for more experienced auto makers. “How much more so will it be for those who are kind of learning on the fly?” he added.<blockquote>Tyson Jominy，J.D.数据和分析副总裁。Power表示，对于经验更丰富的汽车制造商来说，推出从未在全新工厂生产过的车型是很困难的。“对于那些在飞行中学习的人来说更是如此？”他补充道。</blockquote> Lucid and Rivian will also be squaring off with deeper-pocketed auto makers, analysts say, and will need to build brand awareness.<blockquote>分析师表示，Lucid和Rivian还将与财力雄厚的汽车制造商展开竞争，并需要建立品牌知名度。</blockquote> “It’s going to be a really tall order to establish positions in this market,” said Aakash Arora, a managing partner on Boston Consulting Group’s automotive team.<blockquote>波士顿咨询集团汽车团队管理合伙人阿卡什·阿罗拉(Aakash Arora)表示：“在这个市场建立地位将是一项非常艰巨的任务。”</blockquote> In many ways, both Lucid and Rivian are following Tesla’s lead. They plan to sell vehicles directly to consumers, bypassing the traditional dealer network, and Rivian plans to build its own network of fast-charges for drivers to use, helping to address a key concern for car buyers about not having enough places to plug in.<blockquote>在许多方面，Lucid和Rivian都在追随特斯拉的脚步。他们计划绕过传统的经销商网络，直接向消费者销售车辆，Rivian计划建立自己的快速充电网络供司机使用，这有助于解决购车者对没有足够地方充电的主要担忧。</blockquote> The two companies have also hired several former Tesla executives over the years, including engineers and manufacturing executives, to help build their businesses.<blockquote>多年来，两家公司还聘请了几位前特斯拉高管，包括工程师和制造业高管，以帮助建立业务。</blockquote> Lucid’s Mr. Rawlinson was once Tesla’s chief engineer overseeing the development of the Model S.<blockquote>Lucid的Rawlinson先生曾是特斯拉的总工程师，负责监督Model S的开发。</blockquote> The Lucid Air, a competitor to top-end&nbsp;Mercedes-Benz&nbsp;and&nbsp;BMW&nbsp;models, has created buzz in automotive circles, delivering an EPA-certified travel range of up to 520 miles on a single battery charge—the longest of any electric vehicle on sale in the U.S. market.<blockquote>Lucid Air是梅赛德斯-奔驰和宝马高端车型的竞争对手，在汽车界引起了轰动，一次电池充电可提供高达520英里的EPA认证续航里程，是在售电动汽车中最长的在美国市场。</blockquote> “Lucid has a high bar to rise to,” said Vivianna Van Deerlin, president of the Delaware Valley Tesla Owners Club. She has three Teslas and traveled to take delivery of her Lucid Air at an event on Saturday. For her, the Lucid purchase is about backing car companies trying to increase electric-vehicle adoption, Ms. Van Deerlin said.<blockquote>特拉华谷特斯拉车主俱乐部主席Vivianna Van Deerlin表示：“Lucid需要达到很高的标准。”她有三辆特斯拉，并在周六的一次活动中去取她的Lucid Air。范迪尔林女士表示，对她来说，收购Lucid是为了支持试图提高电动汽车采用率的汽车公司。</blockquote> “It’s about trying something different and supporting the mission,” she added.<blockquote>“这是关于尝试不同的东西并支持使命，”她补充道。</blockquote> Rivian, meanwhile, is targeting the U.S.’s highly competitive pickup truck market with the R1T, a battery-powered model that starts at $67,500. This market has long been dominated by the Detroit car companies, and the R1T’s debut comes ahead of&nbsp;General Motors&nbsp;Co.&nbsp;and Ford rolling out their own battery-electric trucks.<blockquote>与此同时，Rivian正瞄准美国竞争激烈的皮卡市场，推出R1T，这是一款起价为67,500美元的电池驱动车型。这个市场长期以来一直由底特律汽车公司主导，R1T的首次亮相先于通用汽车公司和福特推出自己的纯电动卡车。</blockquote> Rivian also plans to start building a midsize sport-utility vehicle, called the R1S, in the next few months that is to be marketed as an outdoor-focused model to compete against Jeep models and the Ford Bronco.<blockquote>Rivian还计划在未来几个月内开始生产一款名为R1S的中型运动型多用途车，该车将作为一款专注于户外的车型进行营销，与Jeep车型和Ford Bronco竞争。</blockquote> J.D. Power’s Mr. Jominy said the market for SUVs and trucks has been booming in recent years and accounts for around 80% of all vehicles sold in October. However, there are still few all-electric options available to consumers for these specific body styles.<blockquote>J.D.Power的Jominy先生表示，SUV和卡车市场近年来一直在蓬勃发展，约占10月份所有汽车销量的80%。然而，对于这些特定的车身风格，可供消费者选择的全电动选项仍然很少。</blockquote> “It is hitting what Americans want,” he said.<blockquote>“这符合美国人想要的，”他说。</blockquote>","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>EV Startups Lucid and Rivian Deliver First Models to Customers<blockquote>电动汽车初创公司Lucid和Rivian向客户交付首批车型</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nEV Startups Lucid and Rivian Deliver First Models to Customers<blockquote>电动汽车初创公司Lucid和Rivian向客户交付首批车型</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe Wall Street Journal2021-11-01 21:48\n\n</h4>\n</header>\n<article>\nThe upstarts are trying to replicate Tesla’s success but face challenges in trying to build up production<blockquote>这些新贵正试图复制特斯拉的成功，但在提高产量方面面临挑战</blockquote> <img src=\"https://static.tigerbbs.com/7c76ef608a1676bcaae05cbf207b8774\" tg-width=\"1290\" tg-height=\"859\" width=\"100%\" height=\"auto\">Lucid began building its first all-electric Air sedans in Arizona in September.<blockquote>Lucid于9月开始在亚利桑那州生产首款全电动Air轿车。</blockquote> Rivian Automotive and&nbsp;Lucid Group&nbsp;Inc.,two electric-car startups looking to emulateTeslaInc.’ssuccess, are making their marketplace debuts, shipping their first models to customers and planning to expand production.<blockquote>Rivian汽车公司和Lucid Group Inc.这两家电动汽车初创公司希望效仿特斯拉公司的成功，它们正在市场上首次亮相，向客户交付了第一批车型，并计划扩大产量。</blockquote> Lucid, a California-based upstart that&nbsp;went public in July&nbsp;through a merger with a special-purpose acquisition company, began building its first&nbsp;all-electric Air sedans&nbsp;in Arizona in September and started delivering them to customers Saturday.<blockquote>Lucid是一家总部位于加利福尼亚州的新贵，于7月通过与一家特殊目的收购公司合并上市，并于9月开始在亚利桑那州生产首款全电动Air轿车，并于周六开始向客户交付。</blockquote> The company, which is backed by Saudi Arabia’s sovereign-wealth fund, is looking to target the high-end market for luxury electric cars—a niche long dominated by Tesla—with the Air, a model that starts at $77,400. The first versions delivered over the weekend cost around $169,000.<blockquote>该公司得到了沙特主权财富基金的支持，正寻求瞄准豪华电动汽车的高端市场——这是一个长期由特斯拉主导的利基市场——推出起价为77,400美元的Air车型。周末交付的第一批版本售价约为16.9万美元。</blockquote> Rivian, another up-and-comer backed by&nbsp;Ford Motor&nbsp;Co.&nbsp;and&nbsp;Amazon.com&nbsp;Inc.,has started delivering its first model, the electric R1T pickup truck, to buyers and recently revealed plans for&nbsp;a second U.S. assembly plant&nbsp;to expand production beyond its factory in Normal, Ill.<blockquote>另一家获得福特汽车和亚马逊支持的后起之秀Rivian已经开始向买家交付其首款车型R1T电动皮卡，并于最近透露计划在美国建立第二家装配厂，以将产量扩大到伊利诺伊州Normal工厂以外的工厂。</blockquote> The rollout of these first models is a milestone for the two upstarts and gives them an advantage in the race among electric-vehicle startups. The next challenge will be increasing factory output to boost sales, said Peter Rawlinson, Lucid’s chief executive.&nbsp;Lucid said it plans to make roughly 575 cars by the end of 2021 and increase that to 20,000 next year.<blockquote>这些首批车型的推出对于这两家新贵来说是一个里程碑，并使他们在电动汽车初创公司的竞争中占据优势。Lucid首席执行官彼得·罗林森(Peter Rawlinson)表示，下一个挑战将是增加工厂产量以促进销售。Lucid表示，计划到2021年底生产约575辆汽车，明年将其增加到2万辆。</blockquote> “What’s next is just getting the volume ramped up and pushing like crazy,” Mr. Rawlinson said.<blockquote>“接下来就是加大成交量并疯狂推动，”罗林森先生说。</blockquote> Both Rivian and Lucid are scaling operations as Tesla’s valuation has continued to soar,crossing the $1 trillion mark&nbsp;last week.<blockquote>随着特斯拉的估值持续飙升，上周突破1万亿美元大关，Rivian和Lucid都在扩大业务规模。</blockquote> <img src=\"https://static.tigerbbs.com/17ebcc75e997d559a830f7f8fddbc868\" tg-width=\"1050\" tg-height=\"700\" width=\"100%\" height=\"auto\">Rivian is targeting the U.S.’s highly competitive pickup truck market with the R1T.<blockquote>Rivian的R1T瞄准了竞争激烈的美国皮卡市场。</blockquote> Enthusiasm for electric vehicles, both among car buyers and on Wall Street, has been rising over the past couple of years. Electric-vehicle sales in the U.S. climbed 57% in September over the prior-year period, according to analysts from Morgan Stanley. And the Biden administration is pushing to extend the $7,500 tax credit now available for electric-vehicle purchases, as well as other additional incentives, to further stoke demand for plug-in models.<blockquote>过去几年，购车者和华尔街对电动汽车的热情一直在上升。摩根士丹利分析师表示，9月份美国电动汽车销量同比增长57%。拜登政府正在推动延长目前可用于购买电动汽车的7,500美元税收抵免，以及其他额外激励措施，以进一步刺激对插电式车型的需求。</blockquote> Lucid’s stock surged last week, jumping more than 50%, following tweets that the company was beginning deliveries and Tesla’s deal to sell its cars to&nbsp;Hertz Global Holdings&nbsp;Inc.The company is valued at nearly $60 billion, about $8.4 billion behind Ford, which had almost $100 billion more in sales through the first nine months of 2021.<blockquote>Lucid的股价上周飙升，涨幅超过50%，此前有推文称该公司开始交付以及特斯拉将其汽车出售给赫兹全球控股公司。该公司估值近600亿美元，比福特落后约84亿美元，福特在2021年前9个月的销售额增加了近1000亿美元。</blockquote> Rivian, a company that started in Michigan and later moved its headquarters to California, has raised roughly $10.5 billion in the private markets since the start of 2019 and now is getting ready for an initial public offering.<blockquote>Rivian是一家始于密歇根、后来将总部迁至加州的公司，自2019年初以来已在私人市场筹集了约105亿美元，目前正在准备首次公开募股。</blockquote> At its latest capital raise in July, Rivian was valued at $27.6 billion, according to a person familiar with the raise. Amazon on Friday said it owned about 20% of Rivian and valued its stake at $3.8 billion.<blockquote>据一位知情人士透露，在7月份的最新一次融资中，Rivian的估值为276亿美元。亚马逊周五表示，亚马逊拥有Rivian约20%的股份，其所持股份估值为38亿美元。</blockquote> Rivian declined to comment for the story ahead of its IPO.<blockquote>Rivian在首次公开募股前拒绝对此事发表评论。</blockquote> Still, in the capital-intensive auto industry, there is a history of startups that have launched and folded later, and both Lucid and Rivian have had to spend heavily before shipping their first vehicles.<blockquote>尽管如此，在资本密集型的汽车行业，初创公司有过先推出后倒闭的历史，Lucid和Rivian在运送第一辆汽车之前都必须投入大量资金。</blockquote> Lucid lost $3.6 billion in the first half of 2021, while Rivian spent $2 billion from the start of last year through the end of June 2021.<blockquote>Lucid在2021年上半年亏损了36亿美元，而Rivian从去年年初到2021年6月底花费了20亿美元。</blockquote> One of the biggest challenges these two companies will confront is mastering the intricacies of mass production, analysts say.<blockquote>分析师表示，这两家公司将面临的最大挑战之一是掌握大规模生产的复杂性。</blockquote> Tyson Jominy, vice president of data and analytics at J.D. Power, said launching a model that has never been built before in an all-new factory is difficult for more experienced auto makers. “How much more so will it be for those who are kind of learning on the fly?” he added.<blockquote>Tyson Jominy，J.D.数据和分析副总裁。Power表示，对于经验更丰富的汽车制造商来说，推出从未在全新工厂生产过的车型是很困难的。“对于那些在飞行中学习的人来说更是如此？”他补充道。</blockquote> Lucid and Rivian will also be squaring off with deeper-pocketed auto makers, analysts say, and will need to build brand awareness.<blockquote>分析师表示，Lucid和Rivian还将与财力雄厚的汽车制造商展开竞争，并需要建立品牌知名度。</blockquote> “It’s going to be a really tall order to establish positions in this market,” said Aakash Arora, a managing partner on Boston Consulting Group’s automotive team.<blockquote>波士顿咨询集团汽车团队管理合伙人阿卡什·阿罗拉(Aakash Arora)表示：“在这个市场建立地位将是一项非常艰巨的任务。”</blockquote> In many ways, both Lucid and Rivian are following Tesla’s lead. They plan to sell vehicles directly to consumers, bypassing the traditional dealer network, and Rivian plans to build its own network of fast-charges for drivers to use, helping to address a key concern for car buyers about not having enough places to plug in.<blockquote>在许多方面，Lucid和Rivian都在追随特斯拉的脚步。他们计划绕过传统的经销商网络，直接向消费者销售车辆，Rivian计划建立自己的快速充电网络供司机使用，这有助于解决购车者对没有足够地方充电的主要担忧。</blockquote> The two companies have also hired several former Tesla executives over the years, including engineers and manufacturing executives, to help build their businesses.<blockquote>多年来，两家公司还聘请了几位前特斯拉高管，包括工程师和制造业高管，以帮助建立业务。</blockquote> Lucid’s Mr. Rawlinson was once Tesla’s chief engineer overseeing the development of the Model S.<blockquote>Lucid的Rawlinson先生曾是特斯拉的总工程师，负责监督Model S的开发。</blockquote> The Lucid Air, a competitor to top-end&nbsp;Mercedes-Benz&nbsp;and&nbsp;BMW&nbsp;models, has created buzz in automotive circles, delivering an EPA-certified travel range of up to 520 miles on a single battery charge—the longest of any electric vehicle on sale in the U.S. market.<blockquote>Lucid Air是梅赛德斯-奔驰和宝马高端车型的竞争对手，在汽车界引起了轰动，一次电池充电可提供高达520英里的EPA认证续航里程，是在售电动汽车中最长的在美国市场。</blockquote> “Lucid has a high bar to rise to,” said Vivianna Van Deerlin, president of the Delaware Valley Tesla Owners Club. She has three Teslas and traveled to take delivery of her Lucid Air at an event on Saturday. For her, the Lucid purchase is about backing car companies trying to increase electric-vehicle adoption, Ms. Van Deerlin said.<blockquote>特拉华谷特斯拉车主俱乐部主席Vivianna Van Deerlin表示：“Lucid需要达到很高的标准。”她有三辆特斯拉，并在周六的一次活动中去取她的Lucid Air。范迪尔林女士表示，对她来说，收购Lucid是为了支持试图提高电动汽车采用率的汽车公司。</blockquote> “It’s about trying something different and supporting the mission,” she added.<blockquote>“这是关于尝试不同的东西并支持使命，”她补充道。</blockquote> Rivian, meanwhile, is targeting the U.S.’s highly competitive pickup truck market with the R1T, a battery-powered model that starts at $67,500. This market has long been dominated by the Detroit car companies, and the R1T’s debut comes ahead of&nbsp;General Motors&nbsp;Co.&nbsp;and Ford rolling out their own battery-electric trucks.<blockquote>与此同时，Rivian正瞄准美国竞争激烈的皮卡市场，推出R1T，这是一款起价为67,500美元的电池驱动车型。这个市场长期以来一直由底特律汽车公司主导，R1T的首次亮相先于通用汽车公司和福特推出自己的纯电动卡车。</blockquote> Rivian also plans to start building a midsize sport-utility vehicle, called the R1S, in the next few months that is to be marketed as an outdoor-focused model to compete against Jeep models and the Ford Bronco.<blockquote>Rivian还计划在未来几个月内开始生产一款名为R1S的中型运动型多用途车，该车将作为一款专注于户外的车型进行营销，与Jeep车型和Ford Bronco竞争。</blockquote> J.D. Power’s Mr. Jominy said the market for SUVs and trucks has been booming in recent years and accounts for around 80% of all vehicles sold in October. However, there are still few all-electric options available to consumers for these specific body styles.<blockquote>J.D.Power的Jominy先生表示，SUV和卡车市场近年来一直在蓬勃发展，约占10月份所有汽车销量的80%。然而，对于这些特定的车身风格，可供消费者选择的全电动选项仍然很少。</blockquote> “It is hitting what Americans want,” he said.<blockquote>“这符合美国人想要的，”他说。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.wsj.com/articles/ev-startups-lucid-and-rivian-deliver-first-models-to-customers-11635759002?mod=hp_lista_pos2\">The Wall Street Journal</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc"},"source_url":"https://www.wsj.com/articles/ev-startups-lucid-and-rivian-deliver-first-models-to-customers-11635759002?mod=hp_lista_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101034989","content_text":"The upstarts are trying to replicate Tesla’s success but face challenges in trying to build up production\nLucid began building its first all-electric Air sedans in Arizona in September.\nRivian Automotive and Lucid Group Inc.,two electric-car startups looking to emulateTeslaInc.’ssuccess, are making their marketplace debuts, shipping their first models to customers and planning to expand production.\nLucid, a California-based upstart that went public in July through a merger with a special-purpose acquisition company, began building its first all-electric Air sedans in Arizona in September and started delivering them to customers Saturday.\nThe company, which is backed by Saudi Arabia’s sovereign-wealth fund, is looking to target the high-end market for luxury electric cars—a niche long dominated by Tesla—with the Air, a model that starts at $77,400. The first versions delivered over the weekend cost around $169,000.\nRivian, another up-and-comer backed by Ford Motor Co. and Amazon.com Inc.,has started delivering its first model, the electric R1T pickup truck, to buyers and recently revealed plans for a second U.S. assembly plant to expand production beyond its factory in Normal, Ill.\nThe rollout of these first models is a milestone for the two upstarts and gives them an advantage in the race among electric-vehicle startups. The next challenge will be increasing factory output to boost sales, said Peter Rawlinson, Lucid’s chief executive. Lucid said it plans to make roughly 575 cars by the end of 2021 and increase that to 20,000 next year.\n“What’s next is just getting the volume ramped up and pushing like crazy,” Mr. Rawlinson said.\nBoth Rivian and Lucid are scaling operations as Tesla’s valuation has continued to soar,crossing the $1 trillion mark last week.\nRivian is targeting the U.S.’s highly competitive pickup truck market with the R1T.\nEnthusiasm for electric vehicles, both among car buyers and on Wall Street, has been rising over the past couple of years. Electric-vehicle sales in the U.S. climbed 57% in September over the prior-year period, according to analysts from Morgan Stanley. And the Biden administration is pushing to extend the $7,500 tax credit now available for electric-vehicle purchases, as well as other additional incentives, to further stoke demand for plug-in models.\nLucid’s stock surged last week, jumping more than 50%, following tweets that the company was beginning deliveries and Tesla’s deal to sell its cars to Hertz Global Holdings Inc.The company is valued at nearly $60 billion, about $8.4 billion behind Ford, which had almost $100 billion more in sales through the first nine months of 2021.\nRivian, a company that started in Michigan and later moved its headquarters to California, has raised roughly $10.5 billion in the private markets since the start of 2019 and now is getting ready for an initial public offering.\nAt its latest capital raise in July, Rivian was valued at $27.6 billion, according to a person familiar with the raise. Amazon on Friday said it owned about 20% of Rivian and valued its stake at $3.8 billion.\nRivian declined to comment for the story ahead of its IPO.\nStill, in the capital-intensive auto industry, there is a history of startups that have launched and folded later, and both Lucid and Rivian have had to spend heavily before shipping their first vehicles.\nLucid lost $3.6 billion in the first half of 2021, while Rivian spent $2 billion from the start of last year through the end of June 2021.\nOne of the biggest challenges these two companies will confront is mastering the intricacies of mass production, analysts say.\nTyson Jominy, vice president of data and analytics at J.D. Power, said launching a model that has never been built before in an all-new factory is difficult for more experienced auto makers. “How much more so will it be for those who are kind of learning on the fly?” he added.\nLucid and Rivian will also be squaring off with deeper-pocketed auto makers, analysts say, and will need to build brand awareness.\n“It’s going to be a really tall order to establish positions in this market,” said Aakash Arora, a managing partner on Boston Consulting Group’s automotive team.\nIn many ways, both Lucid and Rivian are following Tesla’s lead. They plan to sell vehicles directly to consumers, bypassing the traditional dealer network, and Rivian plans to build its own network of fast-charges for drivers to use, helping to address a key concern for car buyers about not having enough places to plug in.\nThe two companies have also hired several former Tesla executives over the years, including engineers and manufacturing executives, to help build their businesses.\nLucid’s Mr. Rawlinson was once Tesla’s chief engineer overseeing the development of the Model S.\nThe Lucid Air, a competitor to top-end Mercedes-Benz and BMW models, has created buzz in automotive circles, delivering an EPA-certified travel range of up to 520 miles on a single battery charge—the longest of any electric vehicle on sale in the U.S. market.\n“Lucid has a high bar to rise to,” said Vivianna Van Deerlin, president of the Delaware Valley Tesla Owners Club. She has three Teslas and traveled to take delivery of her Lucid Air at an event on Saturday. For her, the Lucid purchase is about backing car companies trying to increase electric-vehicle adoption, Ms. Van Deerlin said.\n“It’s about trying something different and supporting the mission,” she added.\nRivian, meanwhile, is targeting the U.S.’s highly competitive pickup truck market with the R1T, a battery-powered model that starts at $67,500. This market has long been dominated by the Detroit car companies, and the R1T’s debut comes ahead of General Motors Co. and Ford rolling out their own battery-electric trucks.\nRivian also plans to start building a midsize sport-utility vehicle, called the R1S, in the next few months that is to be marketed as an outdoor-focused model to compete against Jeep models and the Ford Bronco.\nJ.D. Power’s Mr. Jominy said the market for SUVs and trucks has been booming in recent years and accounts for around 80% of all vehicles sold in October. However, there are still few all-electric options available to consumers for these specific body styles.\n“It is hitting what Americans want,” he said.","news_type":1,"symbols_score_info":{"RIVN":0.9,"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":1905,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}

EV Startups Lucid and Rivian Deliver First Models to Customers<blockquote>电动汽车初创公司Lucid和Rivian向客户交付首批车型</blockquote>

评论（1）

热议股票