價(jià)格躥升,，因?yàn)槊绹?guó)汽車(chē)不夠賣(mài)了
Lance Lambert
2020-09-22
美國(guó)春季汽車(chē)銷(xiāo)量暴跌,，導(dǎo)致裝運(yùn)場(chǎng)車(chē)輛積壓,，運(yùn)輸新車(chē)的貨輪只能在海上漂泊數(shù)周。由于銷(xiāo)量低迷和全國(guó)停工,，福特汽車(chē)（Ford Motor）和通用汽車(chē)（General Motors）等廠(chǎng)商都關(guān)閉了生產(chǎn)線(xiàn),。
汽車(chē)行業(yè)的另一場(chǎng)危機(jī)似乎已經(jīng)來(lái)臨。
但在8月,，汽車(chē)月銷(xiāo)量達(dá)到近140萬(wàn)輛,，與2月新冠肺炎疫情之前的銷(xiāo)量相當(dāng)，是4月銷(xiāo)量（745,353輛）的近兩倍,。這就是所謂的V字型反彈,。
反彈的速度之快導(dǎo)致新車(chē)和二手車(chē)迅速?gòu)墓?yīng)過(guò)剩變成了供應(yīng)短缺，進(jìn)而推高了汽車(chē)售價(jià),。據(jù)Edmunds.com網(wǎng)站統(tǒng)計(jì),，8月新車(chē)平均售價(jià)為39,410美元，比5月上漲了807美元,。8月二手車(chē)平均售價(jià)為21,843美元,，比5月上漲了920美元。
汽車(chē)月銷(xiāo)量（未經(jīng)季節(jié)性調(diào)整）,。來(lái)源：美國(guó)經(jīng)濟(jì)分析局
美國(guó)全國(guó)汽車(chē)經(jīng)銷(xiāo)商協(xié)會(huì)（National Automobile Dealers Association）的公關(guān)副總裁賈里德?艾倫說(shuō)：“第二季度,，所有大型汽車(chē)廠(chǎng)商全部停工，這是自二戰(zhàn)以來(lái)首次出現(xiàn)這種情況,，并造成了今天的庫(kù)存短缺,。除此之外，新車(chē)庫(kù)存短缺促使許多購(gòu)車(chē)人選擇了同樣供不應(yīng)求的二手車(chē)市場(chǎng),。結(jié)果就是二手車(chē)的價(jià)格也大幅上漲,。”
經(jīng)濟(jì)狀況的改善和美國(guó)老年人在疫情期間盡量避免公共交通,，正在增加汽車(chē)經(jīng)銷(xiāo)商的銷(xiāo)量,。市場(chǎng)分析機(jī)構(gòu)Wards Intelligence表示，銷(xiāo)售的火爆也導(dǎo)致新車(chē)庫(kù)存創(chuàng)下八年來(lái)的最低水平,。
汽車(chē)產(chǎn)量什么時(shí)候能夠恢復(fù)正常,？
艾倫表示：“我們預(yù)計(jì)這種情況是臨時(shí)的……不考慮因?yàn)樾鹿诜窝滓咔閷?dǎo)致的零部件意外延誤或汽車(chē)工廠(chǎng)停工，預(yù)計(jì)汽車(chē)庫(kù)存將很快接近正常水平,?！背似?chē)以外，春季的停工和夏季的需求激增,，導(dǎo)致美國(guó)經(jīng)濟(jì)普遍面臨物資短缺,。從木材、硬幣、彈藥,、牛肉到醫(yī)療用品,，都受到了影響。
對(duì)于消費(fèi)者來(lái)說(shuō),，供應(yīng)不足會(huì)導(dǎo)致價(jià)格上漲,，但好的一面是，這意味著制造商將獲得大量業(yè)務(wù),。（財(cái)富中文網(wǎng)）
翻譯：劉進(jìn)龍
審校：汪皓
美國(guó)春季汽車(chē)銷(xiāo)量暴跌,，導(dǎo)致裝運(yùn)場(chǎng)車(chē)輛積壓，運(yùn)輸新車(chē)的貨輪只能在海上漂泊數(shù)周,。由于銷(xiāo)量低迷和全國(guó)停工,，福特汽車(chē)（Ford Motor）和通用汽車(chē)（General Motors）等廠(chǎng)商都關(guān)閉了生產(chǎn)線(xiàn)。
汽車(chē)行業(yè)的另一場(chǎng)危機(jī)似乎已經(jīng)來(lái)臨,。
但在8月,，汽車(chē)月銷(xiāo)量達(dá)到近140萬(wàn)輛，與2月新冠肺炎疫情之前的銷(xiāo)量相當(dāng),，是4月銷(xiāo)量（745,353輛）的近兩倍。這就是所謂的V字型反彈,。
反彈的速度之快導(dǎo)致新車(chē)和二手車(chē)迅速?gòu)墓?yīng)過(guò)剩變成了供應(yīng)短缺,，進(jìn)而推高了汽車(chē)售價(jià)。據(jù)Edmunds.com網(wǎng)站統(tǒng)計(jì),，8月新車(chē)平均售價(jià)為39,410美元,，比5月上漲了807美元。8月二手車(chē)平均售價(jià)為21,843美元,，比5月上漲了920美元,。
美國(guó)全國(guó)汽車(chē)經(jīng)銷(xiāo)商協(xié)會(huì)（National Automobile Dealers Association）的公關(guān)副總裁賈里德?艾倫說(shuō)：“第二季度，所有大型汽車(chē)廠(chǎng)商全部停工,，這是自二戰(zhàn)以來(lái)首次出現(xiàn)這種情況,，并造成了今天的庫(kù)存短缺。除此之外,，新車(chē)庫(kù)存短缺促使許多購(gòu)車(chē)人選擇了同樣供不應(yīng)求的二手車(chē)市場(chǎng),。結(jié)果就是二手車(chē)的價(jià)格也大幅上漲?！?/p>
經(jīng)濟(jì)狀況的改善和美國(guó)老年人在疫情期間盡量避免公共交通,，正在增加汽車(chē)經(jīng)銷(xiāo)商的銷(xiāo)量。市場(chǎng)分析機(jī)構(gòu)Wards Intelligence表示,，銷(xiāo)售的火爆也導(dǎo)致新車(chē)庫(kù)存創(chuàng)下八年來(lái)的最低水平,。
汽車(chē)產(chǎn)量什么時(shí)候能夠恢復(fù)正常？
艾倫表示：“我們預(yù)計(jì)這種情況是臨時(shí)的……不考慮因?yàn)樾鹿诜窝滓咔閷?dǎo)致的零部件意外延誤或汽車(chē)工廠(chǎng)停工，預(yù)計(jì)汽車(chē)庫(kù)存將很快接近正常水平,?！背似?chē)以外，春季的停工和夏季的需求激增,，導(dǎo)致美國(guó)經(jīng)濟(jì)普遍面臨物資短缺,。從木材、硬幣,、彈藥,、牛肉到醫(yī)療用品，都受到了影響,。
對(duì)于消費(fèi)者來(lái)說(shuō),，供應(yīng)不足會(huì)導(dǎo)致價(jià)格上漲，但好的一面是,，這意味著制造商將獲得大量業(yè)務(wù),。（財(cái)富中文網(wǎng)）
翻譯：劉進(jìn)龍
審校：汪皓
Car sales plummeted in the spring, causing shipment lots to overfill and forcing cargo ships to hold new vehicles at sea for weeks. And with few sales and facing state shutdown orders, auto manufacturers like Ford Motor and General Motors halted production lines.
It was starting to look like another automotive crisis.
But fast-forward to August, where monthly vehicle sales were nearly 1.4 million—matching pre-pandemic sales of February and almost double the 745,353 vehicle sales in April. That's what you call a V-shaped recovery.
The rebound was so fast that new and used vehicles skipped right from oversupply to shortage—which is driving up prices. The average list price of new vehicles in August is $39,410, up $807 from May, according to Edmunds.com. While the average price in August for used vehicles is $21,843, up $920 from May.
"In the second quarter, every major auto manufacturer shut down production—for the first time since World War II—which led to inventory shortages that are still being felt today," Jared Allen, vice president of communications of the National Automobile Dealers Association told Fortune. "On top of that, the shortage of new-vehicle inventory has pushed many buyers to the used-car market, where supply is also low. The result is a significant increase in prices for used vehicles, as well."
The combination of an improved economy—and older Americans trying to avoid public transportation during the pandemic—is driving up sales at auto dealerships. And it's pushed inventory numbers for new vehicles to an eight-year low, according to Wards Intelligence.
When will auto production catch back up?
"We expect this to be temporary ... barring any unexpected parts delays or vehicle plant shutdowns stemming from new COVID-19 outbreaks, we expect that vehicle inventory levels will be at close to normal levels," Allen says. Beyond cars, the economy at large is facing widespread shortages caused by the production shutdowns in the spring and resurgent demand in the summer. Everything from lumber, coins, ammo, beef, to medical supplies has been affected.
Shortages might bring higher prices for consumers, but on the flip side it means plenty of business for manufacturers.
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