美国国内汽车产量飙升36%，进口下降30%
发表于 ： 30 7月 2025, 16:53
丰田rav4上半年销售北美创纪录。
丰田rav4上半年销售北美创纪录。
第三季度会慢下来
第二季度顾客都在飞速买便宜货
譬如3M胶带、在Q2从我司order 下了double normal size 的订单、就因为要赶在我司消耗掉无关税前原材料的低价时候备货
我们通知部分下游厂的订单是9月1号普涨15%、就是100%转嫁从欧洲生产商过来的关税
36% yoy? Or what?
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
It needs to count seasonal fluctuations.