S&P Global Mobility: April Auto Sales to Sustain Spring Volume Push
S&P Global Mobility: April Auto Sales to Sustain Spring Volume Push
While expected to be below the March 2024 volume total, new light vehicle sales volume in April should sustain some of the spring selling momentum
儘管預計將低於2024年3月的總銷量，但4月份的新輕型汽車銷量將維持春季的部分銷售勢頭
SOUTHFIELD, Mich., April 29, 2024 /PRNewswire/ -- S&P Global Mobility projects new light vehicle sales volume in April 2024 to reach 1.34 million units. While this unadjusted volume total would be a drop from both the month prior (down 7%) and year-ago (down 2%) levels, two fewer selling days than March 2024 and one less than April 2023 more than account for any potential declines. This volume would translate to an estimated sales pace of 16.0 million units (seasonally adjusted annual rate: SAAR), just the third time in the past twenty-four months the metric has reached this level.
密歇根州紹斯菲爾德，2024年4月29日 /PRNewswire/ — 標普全球交通預計，2024年4月輕型汽車的新銷量將達到134萬輛。儘管未經調整的總銷量將比上月（下降7％）和去年同期（下降2％）的水平都有所下降，但與2024年3月相比，銷售天數減少了兩天，比2023年4月少了一個銷售天數，比2023年4月多了一個銷售天數，這是任何潛在下降的原因。這一銷量預計將轉化爲1,600萬輛的銷售速度（經季節性調整後的年增長率：SAAR），這是該指標在過去二十四個月中第三次達到這一水平。
Advancing production levels set the stage for continued incentives and inventory, potentially enticing new buyers
生產水平的提高爲持續的激勵措施和庫存奠定了基礎，有可能吸引新買家
"With an auto sales environment currently defined by the mixed signals of advancing inventory and incentives, together with affordability concerns from high interest rates and still high vehicle prices, the anticipated April result reflects that consumers are still in the market for a new vehicle," said Chris Hopson, principal analyst at S&P Global Mobility.
S&P Global Mobility首席分析師克里斯·霍普森表示：“目前汽車銷售環境的定義是庫存增加和激勵措施的混合信號，再加上高利率和仍然居高不下的汽車價格帶來的可負擔性問題，因此4月份的預期業績反映出消費者仍在市場上購買新車。”
Retail advertised inventory continues its steady rise, and stands now at 2.97 million units, an increase of 65% vs. last year. While most dealer inventory comprises 2024 and some 2025 model year vehicles, pockets of older inventory remain.
零售廣告庫存繼續穩步增長，目前爲297萬件，比去年增長65％。儘管大多數經銷商庫存包括2024年和部分2025年車型的車輛，但仍有一些較舊的庫存。
"Consumers in the market for a new vehicle are increasingly able to find opportunities for discounts coming from the availability of more vehicles in dealer inventory," said Matt Trommer, associate director at S&P Global Mobility.
標普全球出行副董事馬特·特羅默表示：“新車市場上的消費者越來越能夠從經銷商庫存中獲得更多汽車的折扣機會。”
The supply side of the auto equation is continuing to show signs of advancement, hinting at sustained growth for inventories and incentives moving through 2024. According to Joe Langley, associate director at S&P Global Mobility, "The outlook for North American light vehicle production for 2024 was revised higher by 1.5% to 16.0 million units on demand resilience and more importantly on stronger production results, indicating minimized impact of supply chain issues."
汽車方程式的供應方面繼續顯示出進展的跡象，這表明到2024年，庫存和激勵措施將持續增長。標普全球交通副董事喬·蘭利表示：“2024年北美輕型汽車產量前景上調了1.5％，至1,600萬輛，這要歸因於需求彈性，更重要的是由於生產業績的強勁，這表明供應鏈問題的影響已降至最低。”
"Advancing production levels set the stage for incentives and inventory to continue to develop, potentially enticing new vehicle buyers who remain on the sidelines due to higher interest rates," said Hopson. "It will be a bumpy ride and month-to-month sales volatility is likely. S&P Global Mobility projects calendar-year 2024 light vehicle sales volume of 16.0 million units, a 3% increase from 2023."
霍普森說：“產量水平的提高爲激勵措施和庫存的持續發展奠定了基礎，有可能吸引因利率上升而處於觀望狀態的新車購買者。”“這將是一個坎坷的旅程，可能會出現逐月的銷售波動。標普全球交通預計，2024日曆年的輕型汽車銷量爲1,600萬輛，比2023年增長3％。”
|
U.S. Light Vehicle Sales | ||||
|
Apr 24 (Est) |
Mar 24 |
Apr 23 | ||
|
Total Light Vehicle |
Units, NSA |
1,338,000 |
1,438,012 |
1,357,844 |
|
In millions, SAAR |
16.0 |
15.5 |
15.7 | |
|
Light Truck |
In millions, SAAR |
12.9 |
12.5 |
12.5 |
|
Passenger Car |
In millions, SAAR |
3.1 |
3.0 |
3.2 |
|
Source: S&P Global Mobility (Est), U.S. Bureau of Economic Analysis | ||||
|
美國輕型車銷量 | ||||
|
4月24日（美國東部標準時間） |
3 月 24 日 |
4 月 23 日 | ||
|
輕型車輛總數 |
單位，國家安全局 |
1,338,000 |
1,438,012 |
1,357,844 |
|
以百萬計，SAAR |
16.0 |
15.5 |
15.7 | |
|
輕型卡車 |
以百萬計，SAAR |
12.9 |
12.5 |
12.5 |
|
乘用車 |
以百萬計，SAAR |
3.1 |
3.0 |
3.2 |
|
資料來源：標普全球流動性（美國東部標準時間），美國經濟分析局 | ||||
Continued development of battery-electric vehicle (BEV) sales remains an assumption in the longer term S&P Global Mobility light vehicle sales forecast. In the immediate term, some month-to-month volatility is anticipated. April BEV share is expected to reach 7%, similar to March, as Telsa volumes are likely to be reflective the first quarter levels. BEV share is expected to advance over the next several periods though, supported by the pending the launches of vehicles such as the Chevrolet Equinox EV, Honda Prologue and Fiat 500e, all scheduled for market introductions over the first half of 2024, as well as advancing Tesla Model 3 and Cybertruck sales.
從長遠來看，電池電動汽車（BEV）銷售的持續發展仍然是標普全球交通輕型汽車銷售預測的假設。在短期內，預計會出現一些逐月波動。4月份的電動汽車份額預計將達到7％，與3月份相似，因爲Telsa的銷量可能會反映第一季度的水平。但是，在計劃於2024年上半年上市的雪佛蘭Equinox EV、本田Prologue和菲亞特500e等汽車以及特斯拉Model 3和Cybertruck銷量的推動下，電動汽車的份額預計將在未來幾個時期內上漲。
About S&P Global Mobility
關於標普全球交通
At S&P Global Mobility, we provide invaluable insights derived from unmatched automotive data, enabling our customers to anticipate change and make decisions with conviction. Our expertise helps them to optimize their businesses, reach the right consumers, and shape the future of mobility. We open the door to automotive innovation, revealing the buying patterns of today and helping customers plan for the emerging technologies of tomorrow.
在S&P Global Mobility，我們從無與倫比的汽車數據中提供寶貴的見解，使我們的客戶能夠預測變化並堅定地做出決策。我們的專業知識可幫助他們優化業務，吸引合適的消費者並塑造出行的未來。我們打開了汽車創新的大門，揭示了當今的購買模式，並幫助客戶規劃未來的新興技術。
S&P Global Mobility is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity, and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit .
標普全球交通是標普全球（紐約證券交易所代碼：SPGI）的一個部門。S&P Global是全球資本、大宗商品和汽車市場中全球首屈一指的信用評級、基準、分析和工作流程解決方案提供商。通過我們的每一項服務，我們都能幫助許多世界領先的組織駕馭經濟格局，以便他們能夠爲明天、今天做好規劃。欲了解更多信息，請訪問。
Media Contact:
媒體聯繫人：
Michelle Culver
S&P Global Mobility
248.728.7496 or 248.342.6211
[email protected]
米歇爾·卡爾弗
標普全球交通
248.728.7496 或 248.342.6211
[電子郵件保護]
SOURCE S&P Global Mobility
來源 S&P 全球交通
譯文內容由第三人軟體翻譯。