<p><strong>特斯拉</strong>(TSLA 3.13%) 以令人印象深刻的方式占领了美国电动车（EV）市场。它从一个引人注目的跑车故事发展成为一家全面运营的汽车公司，已经产生了底线收入——这在如今的纯电动车公司中是罕见的。虽然许多人认为特斯拉的主导地位是持久且长久的，但 <strong>通用汽车</strong>（GM -0.02%）的雪佛兰品牌已经开始搅动局面。请关注该公司的豪华电动车系列，它可能会悄然崛起。</p>
<h2>提供火花</h2>
<p>那些一直在查看后视镜的竞争对手可能已经看到了雪佛兰的到来，但我们大多数人可能并没有注意到。雪佛兰现在是美国第二畅销的电动车品牌，超越了福特，并逐渐逼近特斯拉多年来牢牢占据的第一位置。</p>
<p>在关税、潜在的贸易和分销网络中断以及长期规划的不确定性等所有阴霾中，雪佛兰对通用汽车来说无疑是光芒四射。5 月是雪佛兰电动车销售的第二好月份。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU0NTUvMjAyNC1jaGV2cm9sZXQtZXF1aW5veC1ldi0zcnMtMTMwLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU0NTUvMjAyNC1jaGV2cm9sZXQtZXF1aW5veC1ldi0zcnMtMTMwLmpwZyZ3PTcwMA"/></p>
<p>雪佛兰 Equinox EV。图片来源：通用汽车。</p>
<p>这个强劲的 5 月业绩是在公司第一季度电动车销售同比增长 94% 的惊人表现之后出现的，当时通用汽车的雪佛兰成为增长最快的国内电动车品牌。事实上，通用汽车最近的激增使公司的市场份额翻倍，捕获了美国 15.5% 的电动车市场份额。</p>
<p>雪佛兰在 2025 年上半年电动车销售中实现了惊人的 134% 的增长，较去年相比。实际上，年同比电动车交付量变化的两个最大推动者是通用汽车和特斯拉，而它们的走势正好相反，如下图所示。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU0NTUvZXZfeW95XzFoMjUucG5nJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU0NTUvZXZfeW95XzFoMjUucG5nJnc9NzAw"/></p>
<p>图片来源：Cox Automotive 的 Kelley Blue Book 团队。</p>
<p>“通用汽车正在推动美国行业的增长，我们与传统竞争对手之间的距离已经拉开，” 通用汽车北美总裁邓肯·奥尔德德（Duncan Aldred）在《汽车新闻》上表示。</p>
<h2>偷偷崛起的凯迪拉克</h2>
<p>虽然雪佛兰在销量上大放异彩，但凯迪拉克悄然成为通用汽车电动车雄心的重要助力。通用汽车声称，凯迪拉克今年已经成为豪华 “电动车领导者”，其豪华电动 SUV 系列正在上路，但需要注意的是，管理层并未将特斯拉纳入考虑范围，因为其定价结构。</p>
<p>凯迪拉克刚刚交出了自 2008 年以来最佳的上半年销售业绩，所有 50 个美国州的销售均有所上升。更好的是，这个豪华品牌正在吸引新消费者，这在汽车行业中是 notoriously 困难的。事实上，凯迪拉克全球市场总监布拉德·弗朗茨（Brad Franz）告诉 CNBC，近 80% 的凯迪拉克电动车买家是首次接触该品牌。</p>
<p>弗朗茨甚至指出，凯迪拉克正看到大量消费者从特斯拉品牌流失，几乎 25% 的当前凯迪拉克 Lyriq 买家来自特斯拉。</p>
<p>凯迪拉克的势头才刚刚开始加速：通用汽车的豪华品牌在 2025 年已经推出了七款电动车，朝着完成全系列的目标迈进。战略很简单，如果消费者因 9 月底联邦电动车税收抵免的取消而感到失望，通用汽车将提供多种产品，以便消费者找到合适的车辆。</p>
<p>凯迪拉克可能成为通用汽车电动车雄心的另一大助力，因为政府的关税政策对凯迪拉克的影响非常有限。该品牌几乎完全在美国生产，唯一的例外是 Optiq 在墨西哥生产。</p>
<h2>你追我赶</h2>
<p>目前，电动车业务对汽车制造商来说并不是很有吸引力，但它是接触未来消费者血脉的必要条件。事实上，绝大多数电动车对制造商来说都是亏损的，但通用汽车通过不仅建立完整的车型系列，还通过凯迪拉克这一高利润品牌来做对了事情。</p>
<p>通用汽车在特斯拉自我削弱的时期，逐渐赢得了消费者的信任。尽管通用汽车及其快速增长的雪佛兰和凯迪拉克电动车在销售排名上令人印象深刻地上升，但要追赶特斯拉仍然任重道远——但这一次，这个可能性似乎并不那么遥不可及。</p>

通用汽车

<p>通用汽车的雪佛兰品牌在美国电动车（EV）市场迅速崛起，目前已成为第二大畅销电动车品牌，超越福特，紧追特斯拉。雪佛兰在第一季度的电动车销量同比增长了 94%，占据了 15.5% 的市场份额。凯迪拉克也为通用汽车的电动车成功做出了贡献，吸引了包括离开特斯拉的客户在内的新客户。尽管电动车行业面临挑战，通用汽车扩展车型阵容并专注于豪华车型的战略，使其在与特斯拉的竞争中具备了强大的竞争力</p>

<p><strong>Tesla</strong>(TSLA 3.13%) took over the U.S. electric vehicle (EV) market in impressive fashion. It went from an intriguing Roadster story to a full-fledged automotive company that's generated bottom-line income -- a rarity for pure-play EV companies these days. While many believed Tesla's dominance to be durable and long-lasting, <strong>General Motors</strong>' (GM -0.02%) Chevrolet brand is already rocking the boat. And keep your eye on the company's luxury line of EVs, it might sneak up on you.</p>
<div class="lb-trans"><p><strong>特斯拉</strong>(TSLA 3.13%) 以令人印象深刻的方式占领了美国电动车（EV）市场。它从一个引人注目的跑车故事发展成为一家全面运营的汽车公司，已经产生了底线收入——这在如今的纯电动车公司中是罕见的。虽然许多人认为特斯拉的主导地位是持久且长久的，但 <strong>通用汽车</strong>（GM -0.02%）的雪佛兰品牌已经开始搅动局面。请关注该公司的豪华电动车系列，它可能会悄然崛起。</p>
</div><h2>Providing a spark</h2>
<div class="lb-trans"><h2>提供火花</h2>
</div><p>Competitors that have been checking the rearview mirror may have seen Chevrolet coming, but most of us probably didn't. Chevrolet is now the second best-selling EV brand in the U.S., overtaking Ford and gaining on the top spot that Tesla has held closely for years.</p>
<div class="lb-trans"><p>那些一直在查看后视镜的竞争对手可能已经看到了雪佛兰的到来，但我们大多数人可能并没有注意到。雪佛兰现在是美国第二畅销的电动车品牌，超越了福特，并逐渐逼近特斯拉多年来牢牢占据的第一位置。</p>
</div><p>Amid all the doom and gloom surrounding tariffs, potential disruptions in trade and distribution networks, and uncertainty for long-term planning, Chevrolet has done nothing but shine for General Motors. May was Chevrolet's second-best month ever for EV sales.</p>
<div class="lb-trans"><p>在关税、潜在的贸易和分销网络中断以及长期规划的不确定性等所有阴霾中，雪佛兰对通用汽车来说无疑是光芒四射。5 月是雪佛兰电动车销售的第二好月份。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU0NTUvMjAyNC1jaGV2cm9sZXQtZXF1aW5veC1ldi0zcnMtMTMwLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F825455%2F2024-chevrolet-equinox-ev-3rs-130.jpg&amp;op=resize&amp;w=700"/></p>
<p>Chevrolet Equinox EV. Image source: General Motors.</p>
<div class="lb-trans"><p>雪佛兰 Equinox EV。图片来源：通用汽车。</p>
</div><p>That strong May result came on the heels of the company's astounding 94% year-over-year growth in EV sales during the first quarter when GM's Chevrolet became the fastest-growing domestic EV brand. In fact, General Motors' recent surge helped the company's market double to capture 15.5% of EV market share in the U.S.</p>
<div class="lb-trans"><p>这个强劲的 5 月业绩是在公司第一季度电动车销售同比增长 94% 的惊人表现之后出现的，当时通用汽车的雪佛兰成为增长最快的国内电动车品牌。事实上，通用汽车最近的激增使公司的市场份额翻倍，捕获了美国 15.5% 的电动车市场份额。</p>
</div><p>Chevrolet posted a staggering 134% increase in EV sales during the first half of 2025, compared to the prior year. In fact, the two largest movers in year-over-year EV delivery volume change are GM and Tesla, and they're moving in opposite directions as you can see in the graphic below.</p>
<div class="lb-trans"><p>雪佛兰在 2025 年上半年电动车销售中实现了惊人的 134% 的增长，较去年相比。实际上，年同比电动车交付量变化的两个最大推动者是通用汽车和特斯拉，而它们的走势正好相反，如下图所示。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjU0NTUvZXZfeW95XzFoMjUucG5nJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F825455%2Fev_yoy_1h25.png&amp;op=resize&amp;w=700"/></p>
<p>Image source: Cox Automotive's Kelley Blue Book Team.</p>
<div class="lb-trans"><p>图片来源：Cox Automotive 的 Kelley Blue Book 团队。</p>
</div><p>&#34;GM is driving the growth of the U.S. industry, and we have put real distance between us and our traditional competitors,&#34; said Duncan Aldred, GM's president of North America, according to <em>Automotive News</em>.</p>
<div class="lb-trans"><p>“通用汽车正在推动美国行业的增长，我们与传统竞争对手之间的距离已经拉开，” 通用汽车北美总裁邓肯·奥尔德德（Duncan Aldred）在《汽车新闻》上表示。</p>
</div><h2>Sneaky Cadillac</h2>
<div class="lb-trans"><h2>偷偷崛起的凯迪拉克</h2>
</div><p>While Chevrolet is hauling volume, Cadillac has sneakily been a big boost to GM's EV ambitions. GM is claiming that Cadillac is already the luxury &#34;EV leader&#34; this year with a lineup of luxury electric SUVs hitting the roads, but it should be noted management doesn't include Tesla in the mix due to its pricing structure.</p>
<div class="lb-trans"><p>虽然雪佛兰在销量上大放异彩，但凯迪拉克悄然成为通用汽车电动车雄心的重要助力。通用汽车声称，凯迪拉克今年已经成为豪华 “电动车领导者”，其豪华电动 SUV 系列正在上路，但需要注意的是，管理层并未将特斯拉纳入考虑范围，因为其定价结构。</p>
</div><p>Cadillac just delivered its best first-half sales since 2008 and sales were up across the board in all 50 U.S. states. Even better, the luxury brand is bringing in new consumers, which is notoriously difficult in the auto industry. In fact, Brad Franz, Cadillac's global marketing director, told CNBC that nearly 80% of Cadillac EV buyers are new to the brand.</p>
<div class="lb-trans"><p>凯迪拉克刚刚交出了自 2008 年以来最佳的上半年销售业绩，所有 50 个美国州的销售均有所上升。更好的是，这个豪华品牌正在吸引新消费者，这在汽车行业中是 notoriously 困难的。事实上，凯迪拉克全球市场总监布拉德·弗朗茨（Brad Franz）告诉 CNBC，近 80% 的凯迪拉克电动车买家是首次接触该品牌。</p>
</div><p>Franz even went on to note that at the time Cadillac was seeing an influx of consumers fleeing the Tesla brand with almost 25% of current Cadillac Lyriq buyers coming from Tesla.</p>
<div class="lb-trans"><p>弗朗茨甚至指出，凯迪拉克正看到大量消费者从特斯拉品牌流失，几乎 25% 的当前凯迪拉克 Lyriq 买家来自特斯拉。</p>
</div><p>Cadillac's momentum is just beginning to accelerate: GM's luxury brand already launched seven EVs in 2025 as it drives toward completing a full lineup. The strategy is simply that if consumers are turned off by the loss of the federal EV tax credit at the end of September, then GM will offer a wide range of product so consumers can find the right vehicle.</p>
<div class="lb-trans"><p>凯迪拉克的势头才刚刚开始加速：通用汽车的豪华品牌在 2025 年已经推出了七款电动车，朝着完成全系列的目标迈进。战略很简单，如果消费者因 9 月底联邦电动车税收抵免的取消而感到失望，通用汽车将提供多种产品，以便消费者找到合适的车辆。</p>
</div><p>Another reason that Cadillac could be a sneaky help to General Motors' EV ambitions is because the administration's tariff policy has a very limited impact on Cadillac. The brand is almost entirely produced in the U.S., with the exception of the Optiq that is produced in Mexico.</p>
<div class="lb-trans"><p>凯迪拉克可能成为通用汽车电动车雄心的另一大助力，因为政府的关税政策对凯迪拉克的影响非常有限。该品牌几乎完全在美国生产，唯一的例外是 Optiq 在墨西哥生产。</p>
</div><h2>Catch me if you can</h2>
<div class="lb-trans"><h2>你追我赶</h2>
</div><p>Right now the EV business isn't very enticing for automakers, but it's a necessity to tap into the future bloodline of consumers. In fact, the vast majority of EVs are losing money for their manufacturers, but General Motors is doing something right by building out not only full lineups of vehicles, but also bolstering the luxury end with Cadillac -- a brand that carries higher margins.</p>
<div class="lb-trans"><p>目前，电动车业务对汽车制造商来说并不是很有吸引力，但它是接触未来消费者血脉的必要条件。事实上，绝大多数电动车对制造商来说都是亏损的，但通用汽车通过不仅建立完整的车型系列，还通过凯迪拉克这一高利润品牌来做对了事情。</p>
</div><p>General Motors has slowly built trust with consumers at a time Tesla has undermined itself. While General Motors and its surging Chevrolet and Cadillac EVs have impressively moved up the rank in sales, it still has a long way to catch Tesla -- but for once, the possibility doesn't seem so far-fetched.</p>
<div class="lb-trans"><p>通用汽车在特斯拉自我削弱的时期，逐渐赢得了消费者的信任。尽管通用汽车及其快速增长的雪佛兰和凯迪拉克电动车在销售排名上令人印象深刻地上升，但要追赶特斯拉仍然任重道远——但这一次，这个可能性似乎并不那么遥不可及。</p>
</div>

The Sneaky Way General Motors Is Catching Tesla

- 特斯拉在美国电动车市场的主导地位受到通用汽车的挑战。  
- 通用汽车的雪佛兰品牌已成为美国第二大电动车品牌，市场份额达 15.5%。  
- 凯迪拉克也助力通用汽车的电动车战略，吸引了大量新消费者。  

通用汽车悄然追赶特斯拉的方法