电动汽车滞销奇案

随着电动汽车（EV）不断下线，它们将挑战 特斯拉, they’re facing an unexpected obstacle — a shortage of eager buyers. A disconnect between EV supply and demand is becoming evident, hinting at consumer reluctance due to worries about pricing or charging logistics.

“It’s a ‘Field of Dreams’ moment for automakers,” says Jonathan Gregory from Cox Automotive. They’ve constructed the vehicles and now anticipate customers rushing in to purchase. The truth, however, may not be that straightforward.

Recent industry reviews revealed a surplus in EV inventories. Despite accounting for about 6.5% of the U.S. auto market this year and projected to surpass 1 million units in 2023, sales aren’t on pace with production. A Cox survey highlights a rise in consumer consideration for new or used EVs, up from 38% in 2021 to 51% this year, 阿克西奥斯 报告。

Fueling this interest are Tesla’s rapid expansion and an influx of new models from other brands — 33 new models launching this year and over 50 updated or new models expected in 2024. Despite the rising interest, the actual sales of these electric marvels are lagging behind the production rates.

今年，全国电动汽车库存量激增近 350% 至 92,000 多辆。这相当于三个月的供应量，是行业平均水平的两倍。相比之下，汽油动力汽车从大流行病引发的供应链故障中恢复过来，仅有 54 天的供应量。

Some brands are shouldering more of this inventory burden than others. Genesis, a Korean luxury brand, only sold 18 of its Electrified G80 sedans in the last 30 days leading up to June 29, leaving a staggering 350-day supply. Other luxury models like Audi’s Q4 e-tron, Q8 e-tron, and the GMC Hummer EV SUV also have high inventories, possibly due to their ineligibility for federal tax credits.

Amidst this, hybrid vehicles offer a contrasting tale with lower inventory levels, indicating a consumer preference for a gradual transition to fully electric cars. As per Cox’s data, there’s a relatively slim 44-day supply of hybrids industrywide.

展望未来，汽车行业充满了改进的希望。美国银行证券公司汽车分析师约翰-墨菲（John Murphy）认为，随着充电基础设施的扩建，电动汽车的价格预计将在 2025 年赶上汽油车，未来电动汽车购买者将激增。在此之前，汽车制造商们都在屏息等待潮流的转变。