Shares of Lucid Group (LCID 5.61%) are climbing on Thursday. The luxury electric vehicle maker's stock gained 5.4% as of 11:30 a.m. ET. The rise comes as the S&P 500 (^GSPC 0.90%) and Nasdaq Composite (^IXIC 1.05%) gained 0.8% and 1%, respectively.Lucid reported its Q2 2025 production and delivery numbers yesterday, revealing somewhat mixed results.Lucid ramps up Gravity salesIn the second quarter ending June 30, Lucid produced 3,863 vehicles and delivered 3,309. These numbers alone are somewhat disappointi ...

Key Takeaways Posco plans a U.S. lithium pilot plant with Anson Resources to test its Direct Lithium Extraction technology. PKX targets reducing dependence on Chinese suppliers to comply with new U.S. import restrictions. PKX aims to commercialize its DLE technology across North America's untapped lithium brine resources.Posco Holdings (PKX) has announced plans to develop a trial lithium processing plant in the United States in collaboration with Australia's Anson Resources. This is in sync with the compa ...

Key Takeaways TSLA Q2 deliveries fall 13.4% year over year to 384,122, missing Wall Street forecasts. Production issues are no longer a factor; rising inventories now point to a growing demand shortfall. An aging lineup, stronger rivals and Musk's polarizing image are weighing on Tesla's global sales.Tesla (TSLA) is facing a growing concern that can no longer be brushed aside — weakening deliveries. After its first-ever annual delivery decline in 2024, 2025 started on a rough note. Sales have fallen acros ...

TEL AVIV, Israel, July 3, 2025 /PRNewswire/ -- Innoviz Technologies Ltd. (NASDAQ: INVZ), (the "Company" or "Innoviz"), a leading Tier-1 direct supplier of high performance, automotive-grade LiDAR sensors and perception software, today announced that it received formal written confirmation from The Nasdaq Stock Market, LLC ("Nasdaq") confirming that the Company has regained compliance with Nasdaq's minimum bid price requirement. The regaining of compliance is a result of the Company's closing bid price of th ...

Tesla could really use the affordable EV it's been promising, but the timeline keeps slipping. As recently as April, Tesla said it would begin production of its mysterious new "affordable" EVs in the first half of 2025. But the deadline came and went on Tuesday with no word, and Wednesday saw the automaker report its second consecutive year-over-year decline in deliveries.When Tesla announced similarly bad delivery numbers in April, an analyst told Business Insider it made making an affordable EV even more ...

Lucid (LCID 0.74%) investors are hopeful the new Gravity SUV will spur sales for the EV start-up.*Stock prices used were the afternoon prices of June 30, 2025. The video was published on July 2, 2025. ...

The Ford Motor Company announced it is recalling over 200,000 vehicles because of a software malfunction that can cause rearview cameras to fail, increasing the risk of a crash and possibly injury. According to a recall notice posted by the National Highway Traffic Safety Administration (NHTSA), the vehicle manufacturer is recalling 200,061 vehicles, including certain 2018-2022 Transit Connect; 2019-2020 MKZ, Edge, Continental, F-150, Nautilus, and Fusion; 2019-2023 Ranger and Mustang; 2020-2021 EcoSport, E ...

销售与生产表现 - 公司在第二季度交付3,309辆汽车，环比增长6%，创下销售记录 [1] - 第二季度生产3,863辆汽车，较上一季度增加近1,000辆 [1] - 第一季度生产2,212辆汽车，并向沙特阿拉伯额外运送600辆进行最终组装 [1] - 上半年累计生产6,075辆汽车，距离全年20,000辆目标仍有近14,000辆缺口 [2] 新产品Gravity SUV进展 - 公司于2024年12月启动Gravity SUV生产，初期主要面向员工、家人及朋友销售 [3] - 近期客户结构逐渐转向普通消费者，但生产进度慢于预期 [3] - CEO将生产延迟归因于关税压力和对质量的严格把控 [3] - 公司强调供应链瓶颈将在第二季度解决，并计划确保2025年生产目标 [6] 市场需求与供应链 - CEO多次提及Gravity SUV的客户兴趣，以消除需求担忧 [4] - 第一季度财报提到存在"适度供应链瓶颈"影响时间表，但优先确保产品品质 [4] - 公司未披露Air与Gravity车型的具体交付比例，细节将在8月5日财报中公布 [6] 销售渠道补充 - 第一季度向"租赁公司"销售约300辆汽车，实际大部分为租赁回公司车辆 [8] - 公司未明确说明第二季度数据是否受益于企业用车计划或租赁车队销售 [7]

Electric vehicle giant Tesla Inc TSLA is seeing weaker demand for its vehicles in the United States for numerous reasons, including increased competition from foreign automakers launching new vehicles in the United States.While Tesla’s foe, BYD Co BYDDY, poses a threat to Tesla's global dominance, it could be another Asian automaker that disrupts Tesla in the United States.What Happened: On Wednesday, Tesla reported second-quarter deliveries of 384,122 units, down 13.5% year-over-year.While this was the com ...

特斯拉二季度交付量下滑 - 公司二季度电动车交付量为384,000辆 同比下降13.5% 环比2024年同期的444,000辆显著减少 [1] - 股价在财报公布后逆势上涨4.86% 市场认为数据优于最悲观预期 [1][3] - 上半年累计交付约720,700辆 若要超越2024年全年1,789,226辆的纪录 下半年需交付超百万辆 [11] 业绩下滑原因分析 - 生产线改造影响Model Y生产 叠加部分市场反特斯拉情绪导致连续两个季度下滑 [2] - 行业面临多重挑战：全球电动车需求放缓 竞争加剧 消费者税收抵免政策可能取消 [2] - 马斯克政治活动引发的品牌争议持续影响公司形象 [17] 华尔街分析师观点分歧 - 看多派认为交付量符合平均预期(389,400辆) 且高于RBC最低预测(366,000辆)5% [8][4] - 分析师指出公司产品线老化但仍有市场竞争力 预计6-9个月可恢复增长 [9] - 看空派认为机器人出租车和人形机器人项目分散资源 中国市场竞争加剧将延续亏损 [15][16] 中国市场动态 - 上海工厂6月交付71,599辆 同比微增0.8% 环比增长16% 出现复苏迹象 [14] - 该工厂为全球出口关键基地 但面临本土高管离职和本土品牌竞争压力 [14] 未来增长关键因素 - 廉价车型投产进度未更新 原计划2025上半年启动生产 [12] - 自动驾驶技术突破被视为长期增长核心 但相关项目挤占电动车研发资源 [16] - 需实现去年三四季度水平(46-49.5万辆/季度)才能达成年度目标 [11]