电动汽车税收抵免取消，J.D. Power预测美国10月销量下降43%
根据J.D. Power的最新报告，10月美国电动汽车销量预计将同比下降43%。这是因为联邦电动汽车税收抵免政策于9月30日到期，消费者的购买动机受到影响。J.D. Power分析师Tyson Jominy表示：“美国电动汽车市场正经历调整，消费者更加倾向于拥有多种动力系统选择。”
根据数据，10月美国电动汽车销量预计为54,673辆，市场份额降至5.2%，远低于去年同期的8.5%。此前，由于消费者急于在补贴政策到期前购车，9月美国电动汽车市场份额曾一度飙升至12.9%。然而，随着税收优惠的取消，10月美国轻型汽车总销量预计将下降约5.9%，其中电动汽车的销量下滑尤为明显。
为了应对销量下降，一些汽车制造商采取了降价和促销措施。例如，现代为Ioniq 5提供7,500美元的现金补贴，特斯拉推出了更低价版的Model 3和Model Y。然而，由于税收优惠的终止，分析师预测电动汽车在美国的新车市场份额将进一步收缩，预计到2030年，电动汽车在美国市场的占比将从原本预估的48%降至27%。
According to the latest report from J.D. Power, U.S. electric vehicle sales are expected to decline by 43% year-on-year in October, mainly due to the expiration of the federal electric vehicle tax credits on September 30. J.D. Power analyst Tyson Jominy stated, “The U.S. EV market is undergoing a significant adjustment, with consumers increasingly favoring multiple powertrain options.”
The expected U.S. EV sales for October stand at 54,673 units, with a market share of 5.2%, down from 8.5% in the same period last year. Previously, consumer rushes to take advantage of expiring incentives led to a market share surge to 12.9% in September. However, with the tax credits expiring, total light vehicle sales in October are forecast to drop by 5.9%, with EV sales bearing the brunt of this decline.
To counteract this slowdown, manufacturers have introduced price cuts and promotions. For example, Hyundai is offering a $7,500 cash incentive on the Ioniq 5, while Tesla has released lower-priced versions of the Model 3 and Model Y. Despite these efforts, analysts predict that the share of EVs in the U.S. new car market will shrink further, with forecasts indicating a drop to 27% by 2030 from the previously estimated 48%.