变化。让我们回想一下，在 2023 年，Mach-E 必须与更实惠的
特斯拉 Model Y 竞争，Mach-E
的联邦税收抵免减少了一半，降至 3，750
美元。福特正在增加Mach-E的产量，这将揭示需求方面是否存在任何问题，或者是否只是暂时放缓。
我们也将仔细研究福特
F-150闪电，
它最近降价非常显着。多亏了电动F-150，截至五月底，福特BEV的注册量增加了30%，达到
22,425辆，但该品牌现在排名第三，仅次于雪佛兰，并在BEV领域失去了一些份额（5.0%，而一年前为6.5%）。
起亚在 2022 年的 BEV 销量增长了两倍多之后，在 2023 年前五个月，
起亚 EV6 的注册量下降了 29%，至 6，780
辆。
起亚Niro
EV车型也下降至4，425辆（比一年前减少27%）。总体而言，起亚在BEV领域的份额从5.8%下降到2.5%。
现代汽车的业绩同比增长 33%，达到 16，175 辆（1 月至 5 月），但与 2022 年 12 个月的增长率（增长
142%）相去甚远，尽管全新的
现代
Ioniq 6 加强了阵容，现代科纳电气的销量几乎翻了两番，达到 3，943
辆。就起亚和现代而言，进口车型缺乏，7500美元联邦税收抵免的资格是一个负面因素（激励措施可能通过租赁获得）。
日产是另一个例子 -
Leaf注册量下降了48%，因此全新Ariya车型的加入仅弥补了损失的销量。总体结果是持平的。
《汽车新闻》也提到了Lucid。该品牌在 2023 年前五个月注册量增加了两倍多，达到 2，758
辆，但有一些
令人担忧的迹象——与第一季度相比，销售预测缺失，第二季度销售额持平。
令人失望的是凯迪拉克的BEV数量（1，893辆，而一年前为40辆）和GMC（63辆，而一年前为222辆）。
保时捷（2，679辆注册，同比下降26%）也在苦苦挣扎。有趣的是，宝马（14，787）和梅赛德斯 -
奔驰（14，472）正在蓬勃发展。Rivian拥有11，910个单位，增长了近六倍，也正朝着正确的方向发展。
BEV注册（部分品牌）-2023年1月至5月：
- 特斯拉：270，698辆（增长51%）和60.5%份额（从原来的67.4%）
- 雪佛兰 - 29，282辆和6.5%的份额
- 福特 - 22，425辆（增长30%）和5.0%的份额
- 现代 - 16，175辆和3.6%份额
- 宝马 - 14，787辆（“增长近15倍”)
- 梅赛德斯-奔驰 - 14，472辆 （增长 348%）
- 大众 - 14，094辆 （增长256%）
- 里维安 - 11，910辆（增长近六倍）
- 起亚 - 11，205辆，2.5%份额
- 奥迪 - 8，285辆 （增长 25%）
- 日产 - 7，261辆
- 清醒 - 2，758 （增长 234%）
- 保时捷 - 2，679 辆（下降 26%）
- 凯迪拉克 - 1，893辆 （增长 4，633%）
- VinFast - 128辆 （新）
- GMC - 63辆 （下降 72%）
美国BEV注册（部分车型）-2023年1-5月：
- 特斯拉Model Y：167，900辆（增长103%），份额37.5%
- 特斯拉Model 3 - 87，200辆（增长18%）
- 大众 ID.4 - 14，094辆 （增长 256%）
- 福特野马Mach-E - 10，948辆（下降29%）
- 现代 Ioniq 5 - 10，406辆 （下降 3.4%）
- 特斯拉Model X - 10，263辆（增长7%）
- 福特F-150闪电 - 8，800辆（比2增长338，361%）
- 起亚 EV6 - 6，780辆 （下降 29%）
- 里维安 R1T - 6，013辆
- 里维安 R1S - 5，897辆
- 特斯拉Model S - 5，335辆（下降59%）
- 起亚尼罗EV - 4，425辆（下降27%）
- 现代科纳电气 - 3，943辆 （增长 190%）
- 日产聆风 - 3，760辆（下降48%）
- 日产 Ariya - 3，501辆（新）
- 丰田 bZ4X - 2，985辆 （增长 1，558%）
- 清醒空气 - 2，758辆（增长234%）
- 保时捷Taycan - 2，679辆（下降26%）
- 斯巴鲁索尔特拉 - 2，442辆（新）
- 现代 Ioniq 6 - 1，824辆 （新）
- 文法斯特 VF 8 - 128辆
- GMC 悍马 EV 皮卡 - 63辆（下降 72%）
现有的数据显示，对于某些特定型号或品牌来说，美国BEV销售总体上为正的一年。一些车型可能非常具有挑战性。
联邦税收抵免的变化、激烈的价格竞争以及即将从 CCS1 到 NACS 收费标准的过渡只是与 BEV
细分市场相关的几个问题，以及与经济相关的所有一般事项。这绝对不是一个容易的时期。
我们的猜测是，在今年下半年，我们可能会看到通用汽车和福特的一些重大改进，因为两家本地制造商在电气化方面投入了大量资金，在接下来的几个季度，我们应该会看到一些成果。
来源：汽车新闻
原文
US: BEV Sales Rise But Some Brands Are Cooling Off Compared To
2022
The BEV market is evolving, but not all manufacturers are
enjoying growth.
Jul 24, 2023 at 8:43am ET
By: Mark
Kane
After the first five months of the year, we can see that not all
brands are enjoying the growth of all-electric car sales in the
United States.
While
the
overall number of new BEV registrations market improved by 68
percent year-over-year to 447,514 units, some of the brands -
including stars of 2022 - are down
A new
Automotive News report, based on data from
Experian, points out which manufacturers are struggling so
far this year.
The article mentions
Ford,
Kia, and
Lucid, as well as
Cadillac and
Porsche, suggesting that they
are
'cooling' this year.
In the case of Ford, during the first five months of the year, its
flagship
Ford Mustang
Mach-E model noted a 29 percent decrease year-over-year to
10,948 new registrations. In the 12 months of 2022, the model was
up by 50 percent year-over-year, reaching 38,469 units. Something
has changed, despite the price reductions. Let's recall that in
2023, the Mach-E must compete with a much more affordable
Tesla Model Y, and the
Mach-E's federal tax credit was cut in half to $3,750. Ford is
ramping up production of the Mach-E, which will reveal whether
there is any issue on the demand side or if it was only a temporary
slowdown.
We will closely look at the Ford
F-150 Lightning
too, which
recently got a very significant price cut. Thanks to the
electric F-150, as of the end of May, Ford BEV registrations
increased by 30 percent to 22,425, but the brand is now third
overall, behind Chevrolet and lost some share in the BEV segment
(5.0 percent compared to 6.5 percent a year ago).
Kia, after more than tripling its BEV sales in 2022, during the
first five months of 2023, noted a drop of
Kia EV6 registrations by 29
percent to 6,780. The
Kia Niro EV model also is
down at 4,425 units (27 percent less than a year ago). Overall,
Kia's share in the BEV segment decreased from 5.8 percent to 2.5
percent.
Hyundai improved its result by 33 percent year-over-year to 16,175
(January-May), but it's far from the growth rate in the 12 months
of 2022 (up 142 percent), despite the fact that the all-new
Hyundai Ioniq
6 reinforced the lineup and that the Hyundai Kona Electric
almost tripled its sales to 3,943. In the case of Kia and Hyundai,
the lack of eligibility for the $7,500 federal tax credit for
imported models is a negative factor (the incentive is potentially
available through leasing).
Nissan is another
example - Leaf registrations are down 48 percent, so the addition
of the all-new Ariya model only compensated for the lost volume.
The overall result is flat.
Automotive News mentions Lucid too. The brand more than
tripled its registrations during the first five months of 2023, to
2,758, but there are
some worrying signs - missing sales forecast and Q2 sales flat
compared to the Q1.
Disappointing are BEV numbers from Cadillac too (1,893 units,
compared to 40 a year ago) and GMC (63 compared to 222 a year
ago).
Porsche (2,679 registrations and down 26 percent year-over-year) is
also struggling. Interestingly, BMW (14,787) and Mercedes-Benz
(14,472) are booming. Rivian, with 11,910 units and a nearly
sixfold increase, is also moving in the right direction.
BEV registrations (select brands) - January-May 2023:
- Tesla: 270,698 (up 51%) and 60.5% share (down from 67.4%)
- Chevrolet - 29,282 and 6.5% share
- Ford - 22,425 (up 30%) and 5.0% share
- Hyundai - 16,175 and 3.6% share
- BMW - 14,787 ('nearly 15-fold increase')
- Mercedes-Benz - 14,472 (up 348%)
- Volkswagen - 14,094 (up 256%)
- Rivian - 11,910 (up nearly six times)
- Kia - 11,205 and 2.5% share
- Audi - 8,285 (up 25%)
- Nissan - 7,261
- Lucid - 2,758 (up 234%)
- Porsche - 2,679 (down 26%)
- Cadillac - 1,893 (up 4,633%)
- VinFast - 128 (new)
- GMC - 63 (down 72%)
BEV registrations in the US (select models) - January-May
2023:
- Tesla Model Y - 167,900 (up 103%) and 37.5% share
- Tesla Model 3 - 87,200 (up 18%)
- Volkswagen ID.4 - 14,094 (up 256%)
- Ford Mustang Mach-E - 10,948 (down 29%)
- Hyundai Ioniq 5 - 10,406 (down 3.4%)
- Tesla Model X - 10,263 (up 7%)
- Ford F-150 Lightning - 8,800 (up 2,338% from 361)
- Kia EV6 - 6,780 (down 29%)
- Rivian R1T - 6,013
- Rivian R1S - 5,897
- Tesla Model S - 5,335 (down 59%)
- Kia Niro EV - 4,425 (down 27%)
- Hyundai Kona Electric - 3,943 (up 190%)
- Nissan Leaf - 3,760 (down 48%)
- Nissan Ariya - 3,501 (new)
- Toyota bZ4X - 2,985 (up 1,558%)
- Lucid Air - 2,758 (up 234%)
- Porsche Taycan - 2,679 (down 26%)
- Subaru Solterra - 2,442 (new)
- Hyundai Ioniq 6 - 1,824 (new)
- VinFast VF 8 - 128
- GMC Hummer EV Pickup - 63 (down 72%)
Well, the available data reveals to us that a generally positive
year for BEV sales in the US might be very challenging for some
particular models or brands.
Changes in the federal tax credit, fierce price competition, and
the upcoming transition from CCS1 to NACS charging standard are
just a few issues related to the BEV segment, on top of all of the
general things related to the economy. It definitely is not an easy
time.
Our guess is that in the second part of the year, we might see some
big improvements from General Motors and Ford, as the two local
manufacturers heavily invested in electrification, and in the next
couple of quarters we should see some of the fruits of that.
Source:
Automotive News
美国东部时间 2023 年7月 24
日上午8： 43