
别急着为美国电动汽车写讣告。去年税收抵免取消后销量暴跌,但根据考克斯汽车(Cox Automotive)最新报告,其销量已连续三个季度增长。
Don’t go writing the obituary for the U.S. electric vehicle just yet. After sales tanked following the cancellation of tax credits last year, they’ve been growing for the last three consecutive quarters, according to a new report from Cox Automotive.
电动汽车占美国市场份额达6.1%,为2025年第三季度以来的最佳表现。数据显示,电动汽车市场正“重新找回立足点”,考克斯汽车行业洞察部主任斯蒂芬妮·瓦尔德兹·斯特雷蒂(Stephanie Valdez Streaty)在随报告发布的分析中表示。她补充称,电动汽车价格变得更具竞争力,且高油价激发了消费者的重新关注。
EV’s captured 6.1% of the U.S. market, their best showing since the third quarter of 2025. The data shows that the EV market is “finding its footing again,” Stephanie Valdez Streaty, director of industry insights at Cox Automotive, said in an analysis that accompanied the new report. EV prices have become more competitive, and high gas prices have sparked renewed consumer interest, she added.
丰田、里维安和斯巴鲁领跑市场。丰田bZ和雷克萨斯RZ的销量在去年底经销商处推出改款后约翻了一倍。更新后的车型采用了特斯拉式充电接口,并配备了更大容量电池、更强大电机和更快充电速度。
Toyota, Rivian, and Subaru led the pack. Sales of the Toyota bZ and Lexus RZ about doubled following a refresh that hit dealerships late last year. The updated models adopted Tesla-style charging ports and received larger batteries, more powerful motors, and faster charging times.
与此同时,特斯拉的销量同比下降了20%。尽管如此,特斯拉仍保持先发优势,第三季度售出了超过一半的电动汽车。
Meanwhile, Tesla’s sales dropped by 20% year-over-year. Tesla still retains the first-mover advantage, though, selling over half of all EVs during the third quarter.

美国的复苏情况与德国在2023年11月政府提前叫停电动汽车购买激励措施后的情况相似。当时次月销量暴跌超过一半,但随后市场逐步回暖。德国电动汽车销量在8月(目前可获取数据的最新月份)创下历史第二高纪录。
The recovery in the U.S. mimics what occurred in Germany after the government stopped incentives for EV purchases in November 2023, a year earlier than expected. The following month, sales fell by more than half. But after hitting that low, the market steadily recovered. German EV sales in August, the most recent month for which data is available, were the second highest on record.


