EV Sales Report
Summary
Major automakers reported a significant decline in all-electric vehicle sales for October, following the expiration of U.S. federal tax credits of up to $7,500. This drop is attributed to buyers accelerating their purchases before the incentives ended.
Key Points
- Sales Declines: Ford (25% drop YoY), Toyota (sold only 18 BZ4X units vs. 1,401 a year ago), Kia, and Hyundai (52%-71% drops for top models).
- Monthly Comparison: Declines were even steeper from September to October (e.g., Hyundai Ioniq 5 down 80%).
- Industry Context: The sales drop was anticipated by executives after a record Q3 for EV sales.
- Hybrid Growth: Hybrid vehicle sales increased, with Hyundai reporting a 41% surge.
- Market Reset: Analysts suggest the market is now entering a phase driven by genuine consumer interest rather than incentives.
电动汽车销售报告
总结
多家主要汽车制造商报告称，10月份全电动汽车销量大幅下降，原因是美国高达7500美元的联邦税收抵免政策结束。此次销量下滑归因于消费者在激励政策结束前提前购买了车辆。
关键点
- 销量下降： 福特（同比下降25%）、丰田（bZ4X仅售出18辆，去年同期为1401辆）、起亚和现代（主力车型下降52%-71%）。
- 月度对比： 从9月到10月的降幅更为显著（例如，现代Ioniq 5下降80%）。
- 行业背景： 在电动汽车销量创纪录的第三季度之后，高管们已预料到此次销量下降。
- 混合动力车增长： 混合动力汽车销量增长，现代报告其混合动力车销量激增41%。
- 市场调整： 分析师认为，市场正进入一个由真实消费需求而非激励政策驱动的阶段。
Original Article Link: https://www.cnbc.com/2025/11/03/ford-hyundai-ev-sales.html