美国国内汽车产量飙升36%，进口下降30%
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Re: 美国国内汽车产量飙升36%，进口下降30%
In Q2 2025, US auto production saw mixed results, with some manufacturers experiencing gains while others faced declines. Overall, the second quarter saw a continuation of the trend where the first two months of the quarter saw strong sales, boosted by consumers rushing to buy before potential tariff increases. June sales, however, showed a slowdown compared to the earlier months.
Here's a more detailed breakdown:
Overall Production:
While North American production was trimmed again in Q2, some US plants are expected to see gains in Q3.
Sales Pace:
The new-vehicle sales pace in June was expected to finish near 15.3 million units, up from last June's pace of 15.0 million but down from last month's 15.6 million level.
Q2 Sales:
Second-quarter new-vehicle sales finished nearly 2% higher year-over-year, as the market slowed after the spring surge.
June Sales:
June sales were down compared to the earlier months of the quarter, with sales volume down 6.3% from last year.
Tariffs:
The looming threat of new tariffs contributed to the early rush in sales during Q2.
Winners and Losers:
Some automakers, like General Motors, reported strong Q2 and first-half sales, while others, like Stellantis, saw sales declines.
Electrified Vehicles:
Electrified vehicle sales continued to grow, with some automakers reporting significant increases in Q2.
Consumer Demand:
There are indications that consumer demand may weaken in the coming months, possibly due to the combined effects of higher prices and the satiation of pent-up demand
Re: 美国国内汽车产量飙升36%，进口下降30%
Re: 美国国内汽车产量飙升36%，进口下降30%
老川一举一动、川粉都觉得magic, powerful
昨天我看到一个川粉激动转文章、川普一出手，苹果手机全部由印度供应、中国人可咋办啊、富士康得有100万员工啊
我说、印度产能在拜登期间一直在转， 2023达到14%， 2024达到20%， 预计2025年底达到25%，2026可以印度供应美国only, 老川任内还有个尾声，在川粉眼里就是老川独创
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