Workflow
为关税买单!美国4月新车均价创疫情来最大涨幅
Hua Er Jie Jian Wen·2025-05-13 05:49

Core Insights - The impact of the 25% tariffs on imported cars from Mexico and Canada is becoming evident, leading to a significant increase in new car prices in the U.S. [1][2] - The average price of new cars rose by 2.5% in April compared to March, marking the second-largest monthly increase in nearly a decade [1] - Consumer panic buying, driven by expectations of future price increases due to tariffs, is pushing up actual transaction prices [2] Price Trends - The average transaction price for new cars has increased significantly, with a notable rise attributed to consumer behavior rather than manufacturer price hikes [1][2] - The wholesale prices of used cars also saw a year-over-year increase of 4.9% in April, indicating that the tariff effects are spreading to the used car market [3] Inventory and Supply Chain - Dealer inventories have decreased to below 2.6 million vehicles, suggesting potential upward pressure on prices in the coming months [4] - Strong sales and reduced deliveries from importers are contributing to the declining supply, raising concerns about supply chain issues [4]