新车被冷落，美国消费者扎堆买“旧电车”

Core Insights - The U.S. electric vehicle (EV) market is witnessing a peculiar trend where consumer interest in new EVs is declining, while demand for used EVs is surging [1][2] - Used EV sales in the U.S. are projected to exceed 100,000 units for the first time by Q2 2025, contrasting with a continuous decline in new EV sales [1] - The average price of used EVs has dropped nearly 32% compared to 2023, significantly outpacing the 10% decline in used gasoline vehicle prices [1] Market Trends - New EV sales in the U.S. fell by 6.2% in June, marking the third consecutive month of decline [1] - The average price of used EVs was approximately $30,900, comparable to used gasoline vehicles, while new EVs were priced $17,300 higher than their gasoline counterparts [1][2] Consumer Behavior - Concerns over battery lifespan, rapid technological advancements, and high maintenance costs contribute to the depreciation of new EVs [2] - Despite high battery replacement costs, consumers are willing to take risks on used EVs due to significant price advantages [2] - The annual operating cost of EVs is about $800 higher than gasoline vehicles, but used EVs mitigate depreciation impacts and can save over $900 annually in energy and maintenance costs [2][3] Maintenance and Costs - Maintenance costs for EVs are approximately half that of gasoline vehicles, with lifetime maintenance expenses around $4,600 for EVs compared to $9,200 for gasoline vehicles [3] - The average cost of charging an EV at home is equivalent to about $1.41 per gallon of gasoline, less than half of last year's average gas station prices [2] Subsidy Impact - Upcoming termination of federal subsidies for new and used vehicles may limit the stimulus effect on new EV sales, while used EVs continue to attract consumers due to their cost-effectiveness [3] - The current economic environment characterized by inflation and high interest rates has led consumers to prioritize savings, further driving interest in used EVs [3][4]