Lucid 第三季度交付 3,806 辆，靠去库存使交付高于产量
Lucid Q3 2026 deliveries fall as automaker draws down inventory
Lucid 公布 2026 年第三季度交付 3,806 辆、生产 2,954 辆，交付比产量高 852 辆，主要靠消化既有库存。环比看，交付较二季度的 3,953 辆下降约 4%，产量较二季度的 4,774 辆下降 38%；同比交付下降约 7%、产量下降 24%。产量走低与公司经营调整有关：Lucid 今年 6 月取消了 AMP-1 工厂的第二班次，并称重组目标是今年实现 14 亿美元的现金流改善。作为对照，同为美国新势力的 Rivian 第三季度交付 19,248 辆创纪录，超过 Lucid 的五倍。
Lucid’s production slowdown became much more apparent in the third quarter of 2026, with the EV maker building significantly fewer vehicles while deliveries remained relatively steady.
The company announced Monday that it delivered 3,806 vehicles during the three months ending September 30, while production came in at 2,954 vehicles. Deliveries were therefore 852 vehicles higher than production.
However, both figures declined from the previous quarter. Lucid delivered 3,953 vehicles and produced 4,774 in Q2, putting Q3 deliveries down about 4% and production down 38% sequentially.
The year-over-year (YoY) comparison also moved in the wrong direction. Lucid delivered 4,078 vehicles and produced 3,891 in Q3 2025, meaning deliveries declined about 7% and production fell 24% compared with last year.
Lucid vehicle production and deliveries in Q2 and Q3 2026. Source: Lucid
The lower production was expected as part of Lucid’s operating reset. The company eliminated the second production shift at its AMP-1 factory in June and has been deliberately been focusing on converting existing inventory into customer deliveries. Lucid says the broader restructuring is targeting $1.4 billion in cash flow improvements this year.
Lucid’s numbers stand in contrast to Rivian, which had a record quarter. Rivian delivered 19,248 vehicles in Q3, up nearly 58% from Q2 and 46% year-over-year, while producing 19,751 vehicles. That means Rivian delivered more than five times as many vehicles as Lucid during the quarter.
Lucid says demand for the Gravity SUV continued to regain momentum, with the lower-priced Gravity Touring recently opening for orders in Canada and the U.S.
Related Articles:
• Lucid Misses Q2 Delivery Expectations as CEO Reshuffles Leadership Team
• Rivian Beats Wall Street Estimates With Record Q3 2026 Deliveries
• Tesla beats expectations with 486,532 deliveries in Q3 2026
• Lucid opens orders for the 2026 Gravity Touring, starting at $113,500 in Canada
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来源：MyTesla 编辑台 · driveteslacanada.ca