补贴倒计时 美国人狂买电动汽车

Core Viewpoint - The U.S. government will no longer provide tax credits for electric vehicles starting September 30, leading to a surge in electric vehicle sales in July, but a potential significant drop in sales is expected in the fourth quarter, particularly affecting companies like Tesla [1][3]. Sales Surge - In July, U.S. consumers purchased nearly 130,100 new electric vehicles, a month-on-month increase of 26.4% and a year-on-year increase of nearly 20%, marking the second-highest monthly sales on record [3]. - Electric vehicle sales accounted for 9.1% of total passenger car sales in July, reaching a historical high [3]. - The average transaction price for new electric vehicles was $55,689, which, when combined with the $7,500 tax credit, made prices competitive with gasoline vehicles [4]. Impact on Automakers - The end of tax credits is expected to negatively impact sales for automakers, with Tesla's CEO warning of "difficult quarters" ahead due to reduced government support [5]. - Tesla reported a 12% year-on-year decline in total revenue, with a 51% drop in regulatory credit income further affecting profitability [5]. - Analysts suggest that automakers may offer larger discounts to compensate for the loss of tax credits to maintain sales [4]. Second-Hand Market Opportunities - The $4,000 tax credit for used electric vehicles will also end on September 30, but the second-hand electric vehicle market is expected to continue growing due to its cost-effectiveness [7]. - Approximately two-thirds of used electric vehicles do not qualify for federal tax credits, meaning the policy change will have limited impact on this market [7]. - The annual operating cost of electric vehicles is estimated to be about $800 higher than gasoline vehicles, but used electric vehicles can save owners over $900 annually due to lower fueling and maintenance costs [8].