Rivian Automotive(RIVN)今日盘中大涨9.28%,引发了市场广泛关注。公司刚刚公布的第四季度交付量数据超出了分析师预期,显示了其供应链瓶颈问题有所缓解,这为公司首次实现盈利释放了积极信号。
具体来看,Rivian在第四季度生产了12,727辆汽车,交付了14,183辆汽车,交付量超过分析师平均预期的13,472辆。公司表示,此前限制生产的共用零件短缺问题已经不再成为制约因素。尽管第四季度支持者亚马逊的订单量有所减少,但Rivian的交付量还是同比大幅增长42%,创下了近一年多以来的新高。
对Rivian来说,第四季度交付量超预期无疑是个利好。公司已通过重新洽谈供应商合同、改造生产流程等方式大幅降低成本并实现毛利润。不过电动车制造商仍面临一些挑战,如借贷成本上升可能引发需求转向价格较低的传统混合动力车,以及特斯拉等大型汽车企业加大进军电动车市场等。Rivian需通过提高产品竞争力来应对。
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