通用汽车(GM)第三季度的销量下降了5.5%,其电动汽车的销量更是大幅下滑:Equinox EV的销量减少了92.4%,仅售出1,905辆汽车。这主要是因为美国取消了7,500美元的购车补贴政策。而欧洲则继续执行其电动汽车销售激励政策;8月份,电动汽车在新车注册总量中的占比达到了29%,且欧洲消费者的购车成本大约是美国消费者的两倍。
GM’s third-quarter sales fell 5.5% and its electric models collapsed, with the Equinox EV down 92.4% to 1,905 cars after America ended its $7,500 purchase credit. Europe kept its mandates, where electric cars took 29% of new registrations in August and drivers pay about twice the American petrol price.
据CNBC报道,通用汽车本季度的销量减少了5.5%,其电动汽车的销量更是遭遇了严重下滑。Equinox EV的销量减少了92.4%,仅售出1,905辆汽车。美国取消了这一购车补贴,而欧洲则没有采取任何类似措施。
GM sold 5.5% fewer vehicles last quarter and its electric models collapsed. The Equinox EV fell 92.4%, to 1,905 cars. America withdrew a $7,500 purchase credit, and Europe withdrew nothing.
通用汽车本季度共售出了670,974辆汽车。其中,Blazer EV的销量下降了84.4%,Hummer EV的销量下降了72.9%。值得注意的是,去年在同一时期(补贴政策生效前的最后阶段),通用汽车的电动汽车销量曾创下历史新高。
GM sold 670,974 vehicles in the quarter, as CNBC reported. The Blazer EV was down 84.4% and the Hummer EV 72.9%. A year earlier, in the rush before the credit expired, GM set an electric sales record.
从数据对比来看,通用汽车的表现并不理想:去年的销量数据因消费者急于在补贴政策到期前购买汽车而显得被夸大了;而今年则完全没有销售激励措施。实际上,整个汽车市场并未疲软——Cox Automotive公司甚至将美国市场的汽车销量预测上调了2%,至1,610万辆。
The comparison is unflattering by construction. Last year’s quarter was inflated by buyers beating a deadline, and this year’s has no incentive at all. The wider market is not weak, and Cox Automotive has raised its American forecast by about 2%, to 16.1 million vehicles.
丰田汽车的情况则截然相反:其销量增长了0.6%,达到633,223辆,其中混合动力汽车的销量增长了28.5%,占丰田总销量的57%以上。
Toyota went the other way. Its sales rose 0.6% to 633,223, with electrified models including hybrids up 28.5% and above 57% of its total.
通用汽车在汽车市场的领先优势已几乎消失:其第二季度的销量下降了4%,今年前8个月与丰田的销量差距已缩小至不到13.6万辆(而去年全年这一差距约为33.5万辆)。
GM’s lead is nearly gone. Its second-quarter sales fell four percent, and the gap to Toyota is under 136,000 vehicles so far this year, against roughly 335,000 for the whole of last year.
本田汽车的销量增长了9.3%,其中混合动力汽车的销量超过了10.6万辆,创下了历史新高。通用汽车仅销售了一辆混合动力汽车(Corvette)。
Honda rose 9.3% on a record hybrid quarter above 106,000 units. GM sells one hybrid, a Corvette.
欧洲市场的混合动力汽车销量同样表现出强劲增长,且没有出现类似通用汽车那样的下滑趋势。8月份,电动汽车在新车注册总量中的占比达到了29%。
Europe has the same hybrid surge and none of the collapse. Electric cars took 29% of new registrations in August.
造成这种差异的主要原因是政策因素:欧洲制定了严格的二氧化碳排放目标,并要求今年电动汽车的销量占比达到33%;而美国则取消了购车补贴,也没有出台任何替代措施。
The difference is policy. Europe runs CO2 targets and a British mandate asking for 33% of sales this year, while America removed the subsidy and kept nothing in its place.
在欧洲市场,混合动力汽车的销量远高于其他类型的汽车。从长远来看,这更多是对2035年环保法规的响应,而非单纯反映电动汽车市场的表现。另一个重要因素是燃油价格:美国的汽油平均价格为每加仑4.41美元(约合每升1.03欧元),这一价格对汽车销售产生了显著影响。
Hybrids are outselling everything in Europe too. Here that is a problem for the 2035 rules rather than for electric sales. Fuel is the other difference, and it is larger than it looks. CNBC cites high petrol at an American average of $4.41 a gallon, which is about EUR 1.03 a litre.
欧盟的加权平均价格为每加仑2.092欧元,约合8.95美元。与此同时,通用汽车(GM)正在为那些需求正在萎缩的市场投资10亿美元,用于研发富含锰的电池技术。
The EU weighted average is EUR 2.092, roughly $8.95 a gallon. GM is meanwhile spending $1B on manganese-rich cells for a market that just shrank.
通用汽车最便宜的车型表现最为出色:雪佛兰Trailblazer的销量增长了51%,Buick Envista增长了18.4%,雪佛兰Trax增长了16.3%;而凯迪拉克(Cadillac)的销量则全年下降了25%。
Its cheapest models did best. The Chevrolet Trailblazer rose 51%, the Buick Envista 18.4% and the Chevrolet Trax 16.3%, while Cadillac is down 25% for the year.
通用汽车北美总裁邓肯·奥尔德雷德(Duncan Aldred)表示,公司的业务表现非常出色。不过,有一个数据与他的说法相悖——那就是销量仅为1,905辆。
Duncan Aldred, GM’s North America president, said the business is performing very well. The number that argues with him is 1,905.