<p>所有的目光都集中在汽车行业，特别是电动车（EV）领域，尤其是在八月份。这是因为那些对在未来几个月内购买电动车犹豫不决的消费者，纷纷在 7500 美元的联邦税收抵免在九月底消失之前赶紧购买。</p>
<p>一旦税收抵免消失，行业预计会放缓一段时间，因此 <strong>福特汽车</strong>(F 0.51%) 和 <strong>通用汽车</strong>(GM 0.42%) 需要交出成绩。</p>
<h2>动力持续</h2>
<p>福特在八月份有了一些动力，因为这是该汽车制造商在美国连续第六个月销售增长，主要得益于受欢迎的 SUV 和由于税收抵免即将消失而激增的电动车需求。</p>
<p>该汽车制造商报告称，八月份的销售额同比增长 3.9%，达到 190,206 辆。尽管这是连续第六个月的增长，但与前几个月相比，八月份的增速有所放缓。在今年前八个月，福特共售出 150 万辆汽车，比去年增长 6.6%。</p>
<p>相反，福特电动车的销售几乎是相反的：八月份激增 19%，总计达到 10,671 辆，但截至目前，该公司的电动车销售同比下降 5.7%，为 57,888 辆。</p>
<p>八月份的激增不仅是由于消费者在税收抵免结束前的需求激增，还得益于 Mustang Mach-E 的销售增长 35% 和 F-150 Lightning 的 21% 增长，与去年相比。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzIwNjcvZi0xNTBfbGlnaHRuaW5nX3BsYXRpbnVtX29uLXJvYWRfMDQuanBnJnc9NzAw?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzIwNjcvZi0xNTBfbGlnaHRuaW5nX3BsYXRpbnVtX29uLXJvYWRfMDQuanBnJnc9NzAw"/></p>
<p>福特的 F-150 Lightning。图片来源：福特汽车。</p>
<p>随着美国电动车销售在八月份的数据完成后可能创下历史最高月度记录，这为通用汽车的良好表现奠定了基础——而它确实做到了。</p>
<p>通用汽车北美总裁邓肯·阿尔德在新闻发布会上表示：“八月份是我们电动车销售的最佳月份——我们预计这种购买热潮将带来长期的回报，考虑到我们在行业中的领先制造商忠诚度，以及电动车客户对该技术的强烈承诺。我感谢我们的团队和经销商，帮助我们超越几乎所有电动车竞争对手。”</p>
<p>通用汽车从其雪佛兰、凯迪拉克和 GMC 品牌共售出超过 21,000 辆电动车，仍然是美国第二大电动车销售商，这在很大程度上得益于雪佛兰 Equinox EV、凯迪拉克 Lyriq 和 GMC Sierra EV。</p>
<h2>接下来会怎样？</h2>
<p>九月份将是电动车销售的另一个强劲月份，但接下来一个大问题是：税收抵免消失后会发生什么？行业可能会出现需求的强烈低迷，预计需要几个月才能恢复正常。</p>
<p>九月份以及整个第三季度的关键在于哪些竞争对手能够在没有大幅折扣的情况下销售电动车。但折扣是汽车行业的一部分，预计汽车制造商会在税收抵免到期之前尽可能多地推出折扣，以避免在 10 月 1 日时库存过剩。</p>
<p>投资者必须记住，尽管电动车在传统汽车制造商的销售中占比很小，但对他们的利润影响巨大。考虑到福特的 Model-e 部门，负责其电动车，预计在 2024 年损失约 50 亿美元。汽车制造商越快扩大这一业务领域并实现盈利，投资者就越快看到其盈利能力的上升。</p>
<p>好消息是，福特和通用汽车需要在电动车销售上交出强劲的成绩，而他们确实做到了这一点。</p>

福特汽车

<p>在八月份，福特汽车和通用汽车的电动车（EV）销售激增，因为消费者急于在 7500 美元的联邦税收抵免到期之前进行购买。福特报告整体销售增长了 3.9%，电动车销售增长了 19%，而通用汽车则实现了电动车销售的最佳月份，售出超过 21000 辆。然而，两家公司在税收抵免结束后面临不确定性，预计第四季度需求将出现低迷。它们电动车部门的表现对盈利能力至关重要，尤其是福特，该公司在其电动车业务中报告了重大亏损</p>

<p>All eyes were on the automotive industry, and more specifically the electric vehicle (EV) sector, for August. That's because consumers who were on the fence about making an EV purchase within the next few months rushed ahead to buy before the $7,500 federal tax credit disappears at the end of September.</p>
<div class="lb-trans"><p>所有的目光都集中在汽车行业，特别是电动车（EV）领域，尤其是在八月份。这是因为那些对在未来几个月内购买电动车犹豫不决的消费者，纷纷在 7500 美元的联邦税收抵免在九月底消失之前赶紧购买。</p>
</div><p>Once the tax credit disappears, the industry is expected to slow down for some time, so <strong>Ford Motor Company</strong>(F 0.51%) and <strong>General Motors</strong>(GM 0.42%) needed to deliver.</p>
<div class="lb-trans"><p>一旦税收抵免消失，行业预计会放缓一段时间，因此 <strong>福特汽车</strong>(F 0.51%) 和 <strong>通用汽车</strong>(GM 0.42%) 需要交出成绩。</p>
</div><h2>Momentum continues</h2>
<div class="lb-trans"><h2>动力持续</h2>
</div><p>Ford had some momentum as August was the automaker's sixth consecutive month of sales gains in the U.S., driven by popular SUVs and a spike in EVs due to the pull-forward of demand before the tax credit's demise.</p>
<div class="lb-trans"><p>福特在八月份有了一些动力，因为这是该汽车制造商在美国连续第六个月销售增长，主要得益于受欢迎的 SUV 和由于税收抵免即将消失而激增的电动车需求。</p>
</div><p>The automaker reported a 3.9% gain in sales during August to 190,206 vehicles, compared to the prior year. Although it was the sixth consecutive month of gains, August was a slowdown compared to the prior months. Through the first eight months of the year, Ford sold 1.5 million vehicles, 6.6% more than the previous year.</p>
<div class="lb-trans"><p>该汽车制造商报告称，八月份的销售额同比增长 3.9%，达到 190,206 辆。尽管这是连续第六个月的增长，但与前几个月相比，八月份的增速有所放缓。在今年前八个月，福特共售出 150 万辆汽车，比去年增长 6.6%。</p>
</div><p>On the flip side, sales of Ford's EVs were almost the opposite: They spiked 19% during August to a total of 10,671, but year to date, the company's EV sales are down 5.7% to 57,888 vehicles.</p>
<div class="lb-trans"><p>相反，福特电动车的销售几乎是相反的：八月份激增 19%，总计达到 10,671 辆，但截至目前，该公司的电动车销售同比下降 5.7%，为 57,888 辆。</p>
</div><p>August's spike was driven not only by the surge in demand from consumers beating the end of the tax credit, but also by the Mustang Mach-E's 35% sales gain and the F-150 Lightning's 21% gain, compared to the prior year.</p>
<div class="lb-trans"><p>八月份的激增不仅是由于消费者在税收抵免结束前的需求激增，还得益于 Mustang Mach-E 的销售增长 35% 和 F-150 Lightning 的 21% 增长，与去年相比。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzIwNjcvZi0xNTBfbGlnaHRuaW5nX3BsYXRpbnVtX29uLXJvYWRfMDQuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F832067%2Ff-150_lightning_platinum_on-road_04.jpg&amp;op=resize&amp;w=700"/></p>
<p>Ford's F-150 Lightning. Image source: Ford Motor Company.</p>
<div class="lb-trans"><p>福特的 F-150 Lightning。图片来源：福特汽车。</p>
</div><p>With U.S. EV sales likely to set an all-time monthly record once August data is complete, it set the stage for General Motors to also perform well -- and it did.</p>
<div class="lb-trans"><p>随着美国电动车销售在八月份的数据完成后可能创下历史最高月度记录，这为通用汽车的良好表现奠定了基础——而它确实做到了。</p>
</div><p>Duncan Aldred, GM's president for North America, said in a press release: &#34;August was our best month ever for EV sales -- and we expect that buying surge to pay long-term dividends, given our industry-leading manufacturer loyalty, and EV customers' overwhelming commitment to the technology. I'm grateful to our team and our dealers for helping us outperform nearly every EV competitor.&#34;</p>
<div class="lb-trans"><p>通用汽车北美总裁邓肯·阿尔德在新闻发布会上表示：“八月份是我们电动车销售的最佳月份——我们预计这种购买热潮将带来长期的回报，考虑到我们在行业中的领先制造商忠诚度，以及电动车客户对该技术的强烈承诺。我感谢我们的团队和经销商，帮助我们超越几乎所有电动车竞争对手。”</p>
</div><p>General Motors sold more than 21,000 EVs combined from its Chevrolet, Cadillac, and GMC brands and remains the No. 2 seller in the U.S., thanks in big part to the Chevy Equinox EV, Cadillac Lyriq, and GMC Sierra EV.</p>
<div class="lb-trans"><p>通用汽车从其雪佛兰、凯迪拉克和 GMC 品牌共售出超过 21,000 辆电动车，仍然是美国第二大电动车销售商，这在很大程度上得益于雪佛兰 Equinox EV、凯迪拉克 Lyriq 和 GMC Sierra EV。</p>
</div><h2>What's next?</h2>
<div class="lb-trans"><h2>接下来会怎样？</h2>
</div><p>September is going to be another strong month for EV sales, but then the big looming question is: What happens after the tax credit disappears? There's likely to be a whipsaw effect where the industry sees an equally strong lull in demand during the fourth quarter, and it's likely to take several months to normalize.</p>
<div class="lb-trans"><p>九月份将是电动车销售的另一个强劲月份，但接下来一个大问题是：税收抵免消失后会发生什么？行业可能会出现需求的强烈低迷，预计需要几个月才能恢复正常。</p>
</div><p>The key to September, as well as the third quarter entirely, will be which competitors were able to move EVs without substantial discounts. But discounts are a part of the automotive industry, and expect automakers to dish them out to move as much product as possible before the tax credit expires, since no automaker wants to find itself with bloated inventory on Oct. 1.</p>
<div class="lb-trans"><p>九月份以及整个第三季度的关键在于哪些竞争对手能够在没有大幅折扣的情况下销售电动车。但折扣是汽车行业的一部分，预计汽车制造商会在税收抵免到期之前尽可能多地推出折扣，以避免在 10 月 1 日时库存过剩。</p>
</div><p>Investors have to remember that while EVs represent a small percentage of sales for traditional automakers, it's a huge deal for their bottom line. Consider that Ford's Model-e division, responsible for its EVs, lost roughly $5 billion in 2024. The faster the automakers scale up this business segment and turn it profitable, the faster investors see upside in their earning power.</p>
<div class="lb-trans"><p>投资者必须记住，尽管电动车在传统汽车制造商的销售中占比很小，但对他们的利润影响巨大。考虑到福特的 Model-e 部门，负责其电动车，预计在 2024 年损失约 50 亿美元。汽车制造商越快扩大这一业务领域并实现盈利，投资者就越快看到其盈利能力的上升。</p>
</div><p>On the bright side, Ford and GM needed to deliver a strong month for EV sales, and it was just a little good news that they both executed.</p>
<div class="lb-trans"><p>好消息是，福特和通用汽车需要在电动车销售上交出强劲的成绩，而他们确实做到了这一点。</p>
</div>

A Little Good News for Ford and GM

- 8 月，消费者在联邦税收抵免消失前加速购买电动车。  
- 福特和通用汽车在电动车销售上表现强劲，福特销量增长 3.9%。  
- 预计 9 月将是电动车销售强劲的一个月，但税收抵免消失后需求可能会下降。

福特汽车和通用汽车迎来了一些好消息