Lucid Group

LCIDintermediary

Lucid Group manufactures ultra-luxury electric vehicles with class-leading range and efficiency. Founded by a former Tesla VP of Engineering, Lucid is majority-owned by Saudi Arabia's PIF and produces vehicles at its Arizona factory.

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产品与营收

产品营收占比

营收构成 ($0.8B)

静态数据（加载实时财务…）

Vehicle Sales (85%)

Other Revenue (15%)

业务板块构成与主要客户

产品详情

Lucid Air (Sedan)55%

Ultra-luxury electric sedan with industry-leading range (500+ miles)

Lucid Gravity (SUV)30%

Electric luxury SUV based on the LEAP platform

Powertrain Licensing5%

EV drivetrain technology licensing to third parties

供应链关系

竞争对手

Tesla, Inc.

Luxury EV sedans (Model S)

影响: Primary competitor in premium EVs

主要供应商

Panasonic Energy (Panasonic Holdings)

Battery cells

影响: High — battery cell supplier

LG Energy Solution

Cylindrical battery cells

影响: Medium — secondary cell supplier

宏观与市场背景

EV / 배터리行业新闻

리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅

리튬 탄산 현물가

$11.5/kg

글로벌 EV 보급률

18% → 25% (2026E)

배터리 팩 가격

$112/kWh

중국 EV 수출 성장

+42% YoY

近期催化剂

◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)◆Tesla 배터리 데이 2026◆IRA 보조금 검토 결과 발표

AI 分析

点击「获取 AI 分析」以获得 Lucid Group 的 AI 供应链分析。

企业信息

总部

Newark, California, USA

成立时间

2007

员工人数

7,000+

官网

lucidmotors.com

行业概况 — EV / 배터리

行业新闻