欧洲汽车制造协会：欧洲5月汽车销售增长1.9%至111万辆。 ...

土耳其5月汽车销售同比增长7.4%，1-5月汽车销售同比增长3.7%。 ...

Core Viewpoint - Rivian Automotive's stock has surged by approximately 40% recently, and there are strong reasons for investors to consider buying shares before the upcoming earnings call, expected around August 5 [1] Group 1: Growth Potential - Rivian has faced sluggish sales growth in recent years, primarily due to market saturation with its two existing models, the R1T and R1S, which have high price points nearing $100,000 [2] - The company is set to launch three new models (R2, R3, and R3X) next year, all priced under $50,000, which is expected to significantly expand its addressable market and unlock millions of potential buyers [3] - Analysts project a modest 5% sales growth in 2025, increasing to 41% in 2026, with potential for explosive revenue growth starting in 2027 as production scales [3] Group 2: Profitability Improvement - Rivian achieved a positive gross margin by the end of last year, with further improvements noted in the most recent quarter, aligning its profitability levels with those of Tesla [4] - Achieving scale is crucial for profitability in the electric vehicle sector, as higher sales volumes allow for fixed costs to be spread over more units, potentially leading to significant operating leverage if Rivian's new models perform well [5] Group 3: Valuation Considerations - Rivian's current stock valuation is considered attractive, trading at just 3.3 times sales, compared to Tesla at 12.5 times and Lucid Group at 8 times, despite Rivian's slower sales growth in recent years [7][8] - The anticipated launch of new models and subsequent sales growth and profitability improvements are expected to lead to a higher market valuation for Rivian in the future [8]

泰国汽车工业协会：泰国4月国内汽车销售同比增长0.97%。 ...