<p>所有的目光都集中在汽車行業，特別是電動車（EV）領域，尤其是在八月份。這是因為那些對在未來幾個月內購買電動車猶豫不決的消費者，紛紛在 7500 美元的聯邦税收抵免在九月底消失之前趕緊購買。</p>
<p>一旦税收抵免消失，行業預計會放緩一段時間，因此 <strong>福特汽車</strong>(F 0.51%) 和 <strong>通用汽車</strong>(GM 0.42%) 需要交出成績。</p>
<h2>動力持續</h2>
<p>福特在八月份有了一些動力，因為這是該汽車製造商在美國連續第六個月銷售增長，主要得益於受歡迎的 SUV 和由於税收抵免即將消失而激增的電動車需求。</p>
<p>該汽車製造商報告稱，八月份的銷售額同比增長 3.9%，達到 190,206 輛。儘管這是連續第六個月的增長，但與前幾個月相比，八月份的增速有所放緩。在今年前八個月，福特共售出 150 萬輛汽車，比去年增長 6.6%。</p>
<p>相反，福特電動車的銷售幾乎是相反的：八月份激增 19%，總計達到 10,671 輛，但截至目前，該公司的電動車銷售同比下降 5.7%，為 57,888 輛。</p>
<p>八月份的激增不僅是由於消費者在税收抵免結束前的需求激增，還得益於 Mustang Mach-E 的銷售增長 35% 和 F-150 Lightning 的 21% 增長，與去年相比。</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。圖片來源：福特汽車。</p>
<p>隨着美國電動車銷售在八月份的數據完成後可能創下歷史最高月度記錄，這為通用汽車的良好表現奠定了基礎——而它確實做到了。</p>
<p>通用汽車北美總裁鄧肯·阿爾德在新聞發佈會上表示：“八月份是我們電動車銷售的最佳月份——我們預計這種購買熱潮將帶來長期的回報，考慮到我們在行業中的領先製造商忠誠度，以及電動車客户對該技術的強烈承諾。我感謝我們的團隊和經銷商，幫助我們超越幾乎所有電動車競爭對手。”</p>
<p>通用汽車從其雪佛蘭、凱迪拉克和 GMC 品牌共售出超過 21,000 輛電動車，仍然是美國第二大電動車銷售商，這在很大程度上得益於雪佛蘭 Equinox EV、凱迪拉克 Lyriq 和 GMC Sierra EV。</p>
<h2>接下來會怎樣？</h2>
<p>九月份將是電動車銷售的另一個強勁月份，但接下來一個大問題是：税收抵免消失後會發生什麼？行業可能會出現需求的強烈低迷，預計需要幾個月才能恢復正常。</p>
<p>九月份以及整個第三季度的關鍵在於哪些競爭對手能夠在沒有大幅折扣的情況下銷售電動車。但折扣是汽車行業的一部分，預計汽車製造商會在税收抵免到期之前儘可能多地推出折扣，以避免在 10 月 1 日時庫存過剩。</p>
<p>投資者必須記住，儘管電動車在傳統汽車製造商的銷售中佔比很小，但對他們的利潤影響巨大。考慮到福特的 Model-e 部門，負責其電動車，預計在 2024 年損失約 50 億美元。汽車製造商越快擴大這一業務領域並實現盈利，投資者就越快看到其盈利能力的上升。</p>
<p>好消息是，福特和通用汽車需要在電動車銷售上交出強勁的成績，而他們確實做到了這一點。</p>

福特汽車

<p>在八月份，福特汽車和通用汽車的電動車（EV）銷售激增，因為消費者急於在 7500 美元的聯邦税收抵免到期之前進行購買。福特報告整體銷售增長了 3.9%，電動車銷售增長了 19%，而通用汽車則實現了電動車銷售的最佳月份，售出超過 21000 輛。然而，兩家公司在税收抵免結束後面臨不確定性，預計第四季度需求將出現低迷。它們電動車部門的表現對盈利能力至關重要，尤其是福特，該公司在其電動車業務中報告了重大虧損</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車行業，特別是電動車（EV）領域，尤其是在八月份。這是因為那些對在未來幾個月內購買電動車猶豫不決的消費者，紛紛在 7500 美元的聯邦税收抵免在九月底消失之前趕緊購買。</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，行業預計會放緩一段時間，因此 <strong>福特汽車</strong>(F 0.51%) 和 <strong>通用汽車</strong>(GM 0.42%) 需要交出成績。</p>
</div><h2>Momentum continues</h2>
<div class="lb-trans"><h2>動力持續</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動力，因為這是該汽車製造商在美國連續第六個月銷售增長，主要得益於受歡迎的 SUV 和由於税收抵免即將消失而激增的電動車需求。</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>該汽車製造商報告稱，八月份的銷售額同比增長 3.9%，達到 190,206 輛。儘管這是連續第六個月的增長，但與前幾個月相比，八月份的增速有所放緩。在今年前八個月，福特共售出 150 萬輛汽車，比去年增長 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，福特電動車的銷售幾乎是相反的：八月份激增 19%，總計達到 10,671 輛，但截至目前，該公司的電動車銷售同比下降 5.7%，為 57,888 輛。</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>八月份的激增不僅是由於消費者在税收抵免結束前的需求激增，還得益於 Mustang Mach-E 的銷售增長 35% 和 F-150 Lightning 的 21% 增長，與去年相比。</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。圖片來源：福特汽車。</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>隨着美國電動車銷售在八月份的數據完成後可能創下歷史最高月度記錄，這為通用汽車的良好表現奠定了基礎——而它確實做到了。</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>通用汽車北美總裁鄧肯·阿爾德在新聞發佈會上表示：“八月份是我們電動車銷售的最佳月份——我們預計這種購買熱潮將帶來長期的回報，考慮到我們在行業中的領先製造商忠誠度，以及電動車客户對該技術的強烈承諾。我感謝我們的團隊和經銷商，幫助我們超越幾乎所有電動車競爭對手。”</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>通用汽車從其雪佛蘭、凱迪拉克和 GMC 品牌共售出超過 21,000 輛電動車，仍然是美國第二大電動車銷售商，這在很大程度上得益於雪佛蘭 Equinox EV、凱迪拉克 Lyriq 和 GMC Sierra EV。</p>
</div><h2>What's next?</h2>
<div class="lb-trans"><h2>接下來會怎樣？</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>九月份將是電動車銷售的另一個強勁月份，但接下來一個大問題是：税收抵免消失後會發生什麼？行業可能會出現需求的強烈低迷，預計需要幾個月才能恢復正常。</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>九月份以及整個第三季度的關鍵在於哪些競爭對手能夠在沒有大幅折扣的情況下銷售電動車。但折扣是汽車行業的一部分，預計汽車製造商會在税收抵免到期之前儘可能多地推出折扣，以避免在 10 月 1 日時庫存過剩。</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>投資者必須記住，儘管電動車在傳統汽車製造商的銷售中佔比很小，但對他們的利潤影響巨大。考慮到福特的 Model-e 部門，負責其電動車，預計在 2024 年損失約 50 億美元。汽車製造商越快擴大這一業務領域並實現盈利，投資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，福特和通用汽車需要在電動車銷售上交出強勁的成績，而他們確實做到了這一點。</p>
</div>

A Little Good News for Ford and GM

- 8 月，消費者在聯邦税收抵免消失前加速購買電動車。  
- 福特和通用汽車在電動車銷售上表現強勁，福特銷量增長 3.9%。  
- 預計 9 月將是電動車銷售強勁的一個月，但税收抵免消失後需求可能會下降。

福特汽車和通用汽車迎來了一些好消息