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全国“四好”商会
AAAAA级社会组织
Electric vehicle sales growth, while still brisk, has begun to slow in the US as inventory of battery-powered models piles up on dealer lots.
虽然美国市场新能源纯电汽车销售在逐步增长，但是经销商门店的新能源纯电汽车库存正在悄然增加。
Sales of plug-in models grew by nearly 50% in the first half of the year, according to data from researcher Motor Intelligence. That’s less than the 65% growth rate for all of 2022 and well off the 71% gain in the first half of last year over the same period in 2021.
名为“汽车智囊“”的行业分析公司数据显示，2023年上半年插电式混合动力汽车销售增长了50%。但仍不及2022年全年65%的增长率及2021年同期的71%增长率。
The slower pace comes as the supply of EVs on dealer lots ballooned to 92 days in June, well above the 51 days of inventory for all models, according to researcher Cox Automotive. That may help explain why only 31% of dealers see EVs as the future, while 53% of car buyers do, according to a survey Cox conducted.
根据COX汽车分析销售放缓之原因为，6月新能源纯电汽车库存周期为92天，远高于其他车型的51天库存周期。在COX汽车发布的调研问卷中显示，只有31%的经销商及53%的消费者认为新能源纯电汽车是市场发展的未来。
“Dealers, staring at almost 100 days supply, perhaps are a bit more realistic,” Mark Schirmer, a Cox spokesman, said Thursday in an email. “The extra inventory is making some dealers a bit concerned.”
COX汽车发言人马克先生在周四的一封电邮中谈到，“经销商存有约100天的新能源车辆库存，也许在实际中会更高，这些高库存导致一些经销商产生焦虑”。
Automakers are pouring $200 billion into constructing nearly 100 EV assembly and battery plants in the United States in the biggest build-up since the industry was founded more than a century ago, according to consultant KPMG. Consumer acceptance in the US has been slower than in China and Europe, as American car buyers have balked at high prices and spotty charging infrastructure.
各主机厂花费了2000亿美元在全美各地建造了约100个纯电汽车及电池制造厂，这是自汽车行业自百年前出现以来最大的建设投资，普华永道咨询师说到。美国消费者对于新能源纯电汽车购买意愿远低于中国及欧洲，这是因为他们要承面对更高的车辆价格及尚不完善的充电基础设施。
But legacy and startup automakers are betting their futures on catching up with Tesla Inc., which generates profit margins twice the going rate in the industry while controlling 60% of the US EV market. Wall Street is skeptical of EV growth ambitions such as Ford Motor Co.’s plan to boost output of battery powered models by more than 15-fold to 2 million vehicles a year by the end of 2026.
但一些老牌车企及创业型造车企业把其未来压在了追赶特斯拉汽车上，特斯拉公司销售利润是行业平均的两倍并占有美国新能源纯电汽车市场60%的份额。但由于诸如福特汽车公司对其计划的发布，华尔街仍对纯电汽车市场发展的雄心存在疑虑，福特公司表示其将在2026年底前完成至少15款纯电汽车投放并实现2百万台纯电汽车销售。
Equity researcher CFRA lowered its rating on Ford to “hold” from “buy” Thursday after the automaker reported a 2.8% decline in EV sales in the second quarter. CFRA cited “sluggish” growth for Ford’s F-150 Lightning plug-in pickup, which saw sales rise just 4% from the first quarter to the second.
福特公司在周四发布了其第二季度纯电汽车销售下降2.8%后，资产分析公司CFRA将福特公司资产估值从“继续购入”变为“保持现状”。CFRA也做出了举例说明，新投放的福特F150插电式混动车型皮卡，也仅为其二季度销售带来4%的增长而已。
“We think EV production ramp-up issues are likely to be widespread among traditional automakers as they attempt to execute aggressive growth plans,” Garrett Nelson, a senior analyst for CFRA, wrote in a note.
CFRA资深分析师尼尔森先生在一份简报里也提到，“增加新能源纯电汽车生产将会很快在各传统车企展开，各企业都在加速其在新能源纯电汽车生产方面的计划”。
（来源: Bloomberg)
Electric vehicle sales growth, while still brisk, has begun to slow in the US as inventory of battery-powered models piles up on dealer lots.
虽然美国市场新能源纯电汽车销售在逐步增长，但是经销商门店的新能源纯电汽车库存正在悄然增加。
Sales of plug-in models grew by nearly 50% in the first half of the year, according to data from researcher Motor Intelligence. That’s less than the 65% growth rate for all of 2022 and well off the 71% gain in the first half of last year over the same period in 2021.
名为“汽车智囊“”的行业分析公司数据显示，2023年上半年插电式混合动力汽车销售增长了50%。但仍不及2022年全年65%的增长率及2021年同期的71%增长率。
The slower pace comes as the supply of EVs on dealer lots ballooned to 92 days in June, well above the 51 days of inventory for all models, according to researcher Cox Automotive. That may help explain why only 31% of dealers see EVs as the future, while 53% of car buyers do, according to a survey Cox conducted.
根据COX汽车分析销售放缓之原因为，6月新能源纯电汽车库存周期为92天，远高于其他车型的51天库存周期。在COX汽车发布的调研问卷中显示，只有31%的经销商及53%的消费者认为新能源纯电汽车是市场发展的未来。
“Dealers, staring at almost 100 days supply, perhaps are a bit more realistic,” Mark Schirmer, a Cox spokesman, said Thursday in an email. “The extra inventory is making some dealers a bit concerned.”
COX汽车发言人马克先生在周四的一封电邮中谈到，“经销商存有约100天的新能源车辆库存，也许在实际中会更高，这些高库存导致一些经销商产生焦虑”。
Automakers are pouring $200 billion into constructing nearly 100 EV assembly and battery plants in the United States in the biggest build-up since the industry was founded more than a century ago, according to consultant KPMG. Consumer acceptance in the US has been slower than in China and Europe, as American car buyers have balked at high prices and spotty charging infrastructure.
各主机厂花费了2000亿美元在全美各地建造了约100个纯电汽车及电池制造厂，这是自汽车行业自百年前出现以来最大的建设投资，普华永道咨询师说到。美国消费者对于新能源纯电汽车购买意愿远低于中国及欧洲，这是因为他们要承面对更高的车辆价格及尚不完善的充电基础设施。
But legacy and startup automakers are betting their futures on catching up with Tesla Inc., which generates profit margins twice the going rate in the industry while controlling 60% of the US EV market. Wall Street is skeptical of EV growth ambitions such as Ford Motor Co.’s plan to boost output of battery powered models by more than 15-fold to 2 million vehicles a year by the end of 2026.
但一些老牌车企及创业型造车企业把其未来压在了追赶特斯拉汽车上，特斯拉公司销售利润是行业平均的两倍并占有美国新能源纯电汽车市场60%的份额。但由于诸如福特汽车公司对其计划的发布，华尔街仍对纯电汽车市场发展的雄心存在疑虑，福特公司表示其将在2026年底前完成至少15款纯电汽车投放并实现2百万台纯电汽车销售。
Equity researcher CFRA lowered its rating on Ford to “hold” from “buy” Thursday after the automaker reported a 2.8% decline in EV sales in the second quarter. CFRA cited “sluggish” growth for Ford’s F-150 Lightning plug-in pickup, which saw sales rise just 4% from the first quarter to the second.
福特公司在周四发布了其第二季度纯电汽车销售下降2.8%后，资产分析公司CFRA将福特公司资产估值从“继续购入”变为“保持现状”。CFRA也做出了举例说明，新投放的福特F150插电式混动车型皮卡，也仅为其二季度销售带来4%的增长而已。
“We think EV production ramp-up issues are likely to be widespread among traditional automakers as they attempt to execute aggressive growth plans,” Garrett Nelson, a senior analyst for CFRA, wrote in a note.
CFRA资深分析师尼尔森先生在一份简报里也提到，“增加新能源纯电汽车生产将会很快在各传统车企展开，各企业都在加速其在新能源纯电汽车生产方面的计划”。
（来源: Bloomberg)
