10月8日——自一年前一项重要的联邦补贴政策到期后，尽管汽油价格持续居高不下，美国消费者对电动汽车的热情却迟迟未能回升；反观欧洲，消费者则纷纷转向购买电动汽车。
Oct 8 - US car shoppers have been slow to warm back up to electric vehicles since a key federal subsidy expired a year ago, despite persistently high gas prices, while Europeans have flocked to the cars.
据市场研究机构Motor Intelligence的数据，今年截至9月，美国电动汽车销量同比下降了30.7%，在整体汽车销量中所占比例仅为6%。这一比例也低于去年同期的8.5%，当时消费者为赶在7500美元联邦税收抵免政策到期前购车而大量下单。
EV sales in the US are down 30.7% this year through September, according to research firm Motor Intelligence, accounting for just 6% of overall sales. That's less than the 8.5% at this time a year ago, when buyers rushed to beat the expiration of a $7,500 federal tax credit.
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In Europe, however, buyers have flocked to electrics for relief from higher fuel prices stemming from the war in Iran.
相比之下，在欧洲，由于伊朗战争导致燃油价格大幅上涨，消费者纷纷选择电动汽车以节省开支。据欧洲汽车制造商协会统计，今年前9个月，电动汽车占欧洲汽车市场的23.2%，较去年的17.7%有明显提升。
EVs accounted for 23.2% of the European auto market this year through September, up from 17.7% a year earlier, according to the European Automobile Manufacturers' Association.
两大市场的这种差异在很大程度上源于两地政策环境的不同。在欧洲，汽车制造商持续推出各类电动车型以符合严格的尾气排放法规；同时，众多中国车企也凭借大量进口电动车型强势进军欧洲市场。
The divergence in the two markets is due in part to key policy differences between the two regions. In Europe, automakers continue to roll out electric models to meet stringent tailpipe-emissions regulations, and Chinese automakers have stormed the European market with a slew of imported EVs.
而在美国，特朗普政府与国会合作取消了对电动汽车的扶持政策，并放宽了燃油效率相关法规。高额关税以及对中国产汽车软件实施的禁令，实际上阻断了中国汽车品牌进入美国市场的路径。
In the US, the Trump administration worked with Congress to eliminate support for EVs, and watered down fuel-efficiency regulations. High tariffs and a ban on Chinese-made vehicle software have effectively blocked Chinese car brands.
据总部位于布鲁塞尔的环保组织Transport & Environment统计，2026年上半年，欧洲市场上可供消费者选择的电动汽车型号已增至150多种，而2024年时这一数字约为100款。许多车型的售价低于2.5万欧元（约合27,995美元），不少国家还提供税收减免措施以降低消费者的实际购车成本。美国消费者转向混动车型及二手电动车自一年前7500美元的联邦电动车税收抵免政策失效后，多家美国汽车制造商纷纷停产电动车型或取消推出新电动车的计划。部分厂商还取消了那些曾有效刺激需求的低价租赁项目。
Meanwhile, there were more than 150 EVs on sale in Europe during the first half of 2026, up from about 100 models in 2024, according to Transport & Environment, a Brussels-based environmental advocacy group. Many are priced below 25,000 euros ($27,995), and many countries offer tax breaks to lower consumers’ out-of-pocket costs. US BUYERS GO FOR HYBRIDS, USED EVS Since the expiration of the $7,500 federal tax credit a year ago, many US automakers have discontinued electric models or scrapped plans for new entries. Some have done away with cheap leases that helped fuel demand.
汽车经销商和分析师指出，如今消费者更倾向于选购混动车型及二手电动车。今年前三个季度，混动车销量同比增长23%，在该时期的总汽车销量中占比达15.6%。
Buyers instead are seeking hybrids and used EVs, car dealers and analysts say. Hybrid sales jumped 23% through the first three quarters from the year-earlier period, accounting for 15.6% of total sales over that stretch.
底特律地区的福特、斯特兰蒂斯及丰田品牌经销商萨茨表示：“市场对电动车的需求依然存在，但如今消费者确实更青睐混动技术。”
“There's still demand out there [for EVs], but the energy and the masses are definitely running to hybrid technology,” said Thad Szott, a Detroit-area dealer with Ford (F.N), Stellantis (STLAM.MI) and Toyota (7203.T).
部分汽车制造商正着手将混动车型引入产品线。例如，日产便将旗下热销车型Rogue SUV的新混动系统上市时间提前了数月。
Some automakers are adding hybrids to their showrooms. Nissan, for example, moved up the launch of a new hybrid system on its popular Rogue SUV by several months.
日产美国市场营销与销售高级副总裁卡斯特罗称，对于担心续航里程的消费者而言，混动车是“更为稳妥的选择”。他补充道：“在政府提供电动车补贴的时期，情况则截然不同。”
Hybrids are “a safer choice” for consumers worried about driving range, said Tiago Castro, Nissan’s senior vice president of US marketing and sales. “When we had the government incentive” for EVs, he said, “it was a different story.”
与此同时，二手电动车市场也异常活跃，这反映出经济条件有限的消费者正试图缓解高昂的燃油开支压力。据汽车信息平台CarGurus统计，今年前九个月，二手电动车销量同比增长19%。特斯拉与Rivian表现优于传统车企纯电动车品牌的市场表现优于传统汽车制造商。据Motor Intelligence估算，今年前三个季度，特斯拉在美国市场的销量仅下滑14%，跌幅低于整个电动车市场的平均水平。Rivian则因新款SUV R2的上市，美国销量增长了29%。
The market for used EVs is bustling, though, a sign that less affluent buyers are seeking relief from high fuel prices. Sales of used electric cars rose 19% through September from the year-earlier period, according to research site CarGurus. TESLA, RIVIAN EVS FARE BETTER THAN LEGACY CARMAKERS EV-only brands have fared better than traditional automakers' EV sales. Tesla’s (TSLA.O) US sales fell only 14% in the first three quarters, a milder decline than the broader electric vehicle market, according to an estimate from Motor Intelligence. Rivian’s (RIVN.O) US sales rose 29%, helped by the release of a new SUV, the R2.
相比之下，福特今年前九个月的电动车销量骤降68%；其同城竞争对手通用汽车（GM.N）的电动车销量也减少了43%。
By contrast, Ford's EV sales are down 68% this year through September, while crosstown rival General Motors (GM.N) saw a 43% drop in EV sales.
本田决定在今年之后停止电动汽车的生产，同时计划扩大混合动力汽车的销量。本田美国汽车销售副总裁兰斯·沃尔弗表示：“自从7500美元的补贴政策缩减后，电动汽车市场份额必将下滑这一点便显而易见。”
Honda has opted to end production of its EVs after this year, while planning to expand hybrid sales. “Once they scaled back the $7,500, it became obvious” that EV market share would decline, said Lance Woelfer, vice president of US auto sales at Honda.
不过，现代汽车北美区首席执行官兰迪·帕克称，自入冬后汽油价格开始上涨以来，这家韩国汽车制造商的电动汽车销量有所回升，经销商们也纷纷提出采购需求。“我们绝对没有放弃电动汽车业务，”帕克说道。
However, South Korean automaker Hyundai (005380.KS) has seen some recovery in EV sales since gas prices began rising in late winter, and dealers are asking for them, said Randy Parker, CEO of Hyundai Motor North America. “We're not giving up on EVs by any stretch of the imagination,” Parker said.