电动汽车税收抵免

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美国税收抵免即将到期,电动车美国销量激增,特斯拉考虑提价
Feng Huang Wang· 2025-08-26 04:40
美国电动汽车税收抵免即将在9月30日到期,这也促使美国消费者赶在补贴结束前抓紧时间订购电动汽 车,特斯拉需求因此而猛增。 目前,特斯拉的Model Y车型在美国多个地区的库存都报告迅速减少。分析师预计就交付量而言,第三 季度可能成为特斯拉近年来最好的一个季度。 而由于Model Y的需求越来越大,特斯拉正在考虑提高这款电动汽车的价格,并进一步提高产量。 特斯拉副总裁兼北美销售主管Raj Jegannathan表示,特斯拉正在努力加大产出,但未来几天仍可能对定 价作出调整,公司并不希望上调价格,但具体决定仍需视后续发展而定。 此次提价可能有助于特斯拉的利润率,但该公司调整价格的想法并不会受到潜在购车者的欢迎,其也或 许会促使一些买家提前下单,以避免新的更高价格。 利好 虽然税收抵免即将到期,但美国国税局放宽了政策,表示若消费者在9月30日前签订具有法律效力的合 同并支付少量首付,即使车辆在该日期之后交付,也仍可享受税收抵免。 此前,税收抵免即将结束将大量美国消费者的电动汽车需求提前到第三季度,而这种迫切心理被认为会 耗尽大量汽车制造商和经销商的电动汽车库存。 国税局的这一更改无疑为汽车制造商提供了更加充裕的交付 ...
特朗普:立即降息!标普、纳指,历史新高!
Sou Hu Cai Jing· 2025-08-12 23:57
Market Overview - On August 12, US stock indices closed higher, with all three major indices rising over 1%, and both the S&P 500 and Nasdaq reaching all-time highs [1][8] - The Dow Jones increased by 483.52 points (1.10%) to 44,458.61, the Nasdaq rose by 296.50 points (1.39%) to 21,681.90, and the S&P 500 gained 72.37 points (1.13%) to 6,445.76 [8] Economic Indicators - The US Consumer Price Index (CPI) for July rose by 0.2% month-over-month and 2.7% year-over-year, which was below expectations [2][3] - Core CPI, excluding food and energy, increased by 0.3% month-over-month and 3.1% year-over-year [3] - Housing costs were the main driver of the CPI increase, rising by 0.2%, while food prices remained stable and energy prices fell by 1.1% [3] Employment Data - The average weekly earnings in July increased by 1.4% year-over-year and 0.4% month-over-month, with the average hourly earnings rising by 1.2% year-over-year and 0.1% month-over-month [3] - The actual average weekly earnings reached $388.01, an increase of $5.51 compared to the same period last year [3] Federal Reserve Expectations - According to CME's FedWatch, there is a 93.4% probability that the Federal Reserve will cut rates by 25 basis points in September, with a 59.9% chance of a cumulative 50 basis points cut [4] - US Treasury Secretary Scott Basset suggested that the Fed might have considered a 50 basis points cut if they had access to "real" employment data earlier [3] Corporate Performance - Major tech stocks saw significant gains, with ON Semiconductor rising over 6% and Intel increasing over 5% [8] - Meta Platforms' market capitalization approached $2 trillion as its stock rose over 3%, while Nvidia and Tesla also saw slight increases [8] - Tesla's stock rose by 0.53%, amid CEO Elon Musk's threats of legal action against Apple regarding App Store practices [8] Electric Vehicle Market - July saw a surge in electric vehicle sales, driven by Tesla's price cuts, with expectations for strong demand in the third quarter as federal tax credits are set to expire [9] - The Nasdaq China Golden Dragon Index rose by 1.49%, with notable gains in Tencent Music (up nearly 12%) and other Chinese tech stocks [9]
美国将不再提供电动汽车税收抵免,咨询机构预计销量“暴跌”
Huan Qiu Wang· 2025-08-11 01:33
【环球网财经综合报道】日前,美国政府宣布从今年9月30日起将不再为电动汽车提供税收抵免。为了在最后期限 前享受每辆7500美元的税收抵免,美国消费者正在竞相购买电动汽车。 对此美国考克斯汽车咨询公司预计,第三季度可能会创下电动汽车销量纪录,而今年第四季度美国电动汽车销量可 能会"暴跌"。 另据公开数据显示,7月电动汽车销量占当月全部乘用车总销量的比例达到9.1%,创下历史新高。另外,美国7月二 手电动汽车销量也接近36700辆,同样创下单月新高。 五矿证券则在研报中分析认为,海外针对当地市场的不同用车需求和技术发展现状,判断插混在美国市场需求有 限,在欧洲则有相对较好的前景。 ...
税收抵免结束前 美国人狂买电动汽车
财联社· 2025-08-10 08:36
Core Viewpoint - The article highlights the impact of the U.S. Congress passing the "Big and Beautiful" bill, which eliminates tax credits for electric vehicles starting September 30, leading to a surge in electric vehicle purchases in July to take advantage of the $7,500 tax credit before the deadline [1] Group 1 - In July, electric vehicle sales accounted for 9.1% of total passenger car sales, marking a historical high [1] - The sales of used electric vehicles in July reached approximately 36,700 units, also setting a new monthly record [1] - The company anticipates that the third quarter may see record electric vehicle sales, while a significant decline in sales is expected in the fourth quarter [1]
7月24日电,特斯拉称8月底下的订单可能无法享受电动汽车税收抵免,特朗普支出法案和关税将损害需求。
news flash· 2025-07-23 22:04
智通财经7月24日电,特斯拉称8月底下的订单可能无法享受电动汽车税收抵免,特朗普支出法案和关税 将损害需求。 ...
马斯克催促美国消费者赶快下定
news flash· 2025-07-23 22:01
特斯拉:美国总统特朗普的开支法案和关税将伤害(电动汽车市场的)需求。 8月底下的订单可能无法享受(美国联邦政府提供的)电动汽车税收抵免。 (特朗普政府)放宽碳排放制度,将伤害常规的(购车)信贷销售。 ...
Tesla, Quantum-Si And Other Big Stocks Moving Lower In Monday's Pre-Market Session
Benzinga· 2025-07-07 12:19
Group 1 - U.S. stock futures showed mixed results, with Dow futures up approximately 0.1% [1] - Tesla, Inc. shares fell sharply by 6.4% to $295.32 in pre-market trading due to CEO Elon Musk's political re-entry and the impact of the "Big, Beautiful Bill" [1][2] - The "Big, Beautiful Bill" has eliminated the $7500 EV credit and rendered Zero Emission Vehicle credits obsolete, significantly affecting Tesla's revenue [1] Group 2 - Bitmine Immersion Technologies, Inc. shares dropped 19.3% to $110.00 in pre-market trading after a previous surge of over 130% following a $250 million private placement announcement [4] - Quantum-Si incorporated saw a decline of 10.3% to $1.92 after announcing a $50 million registered direct offering of common stock [4] - Other companies like Webull Corporation, Scage Future, SK Telecom, Aebi Schmidt Holding AG, and GDS Holdings Limited also experienced declines in pre-market trading, with percentage drops ranging from 5.8% to 9.5% [4]
美国“反电复油”?传统车企通用、福特股价“踩油门”
第一财经· 2025-07-04 09:56
Core Viewpoint - The "Big and Beautiful" bill has been passed by the U.S. House of Representatives, which will terminate electric vehicle tax credits, potentially impacting the growth of the U.S. electric vehicle manufacturing industry, particularly affecting Tesla [1][2]. Group 1: Legislative Impact - The "Big and Beautiful" bill will end the $7,500 tax credit for new electric vehicles and the $4,000 credit for used electric vehicles by September 30 this year [1]. - Analysts predict that the cancellation of these tax credits could lead to a $1.2 billion profit loss risk for Tesla [1]. Group 2: Market Performance - Tesla's global delivery volume for Q2 this year was 384,100 units, a year-on-year decline of approximately 13.5%, marking two consecutive quarters of declining deliveries [2]. - Tesla's market share in the U.S. electric vehicle market is projected to drop from 55% in 2023 to about 49% in 2024, further decreasing to 44% in Q1 of this year [2]. Group 3: Competitive Landscape - Following the bill's passage, stock prices for General Motors and Ford have risen by 7.5% and 8.8%, respectively, indicating a potential shift in investor sentiment towards traditional automakers [3]. - The bill is seen as confirming a trend of slowing electric vehicle adoption in the U.S., contrasting with previous stringent emissions regulations aimed at promoting electric vehicles [3]. Group 4: Future Projections - By 2032, automakers may need to increase electric vehicle sales to 56% of total sales, with plug-in hybrids at 13% and traditional fuel vehicles at only 29% [4]. - Despite the slower-than-expected growth of electric vehicles, sales of new energy vehicles (including hybrids) are projected to account for 20% of total new car sales in the U.S. by 2024 [4].
美国“反电复油”?传统车企通用、福特股价“踩油门”
Di Yi Cai Jing· 2025-07-04 05:24
Group 1 - The "Big and Beautiful" bill has been passed by the U.S. House of Representatives, with President Trump set to sign it, which will end electric vehicle tax credits for consumers by September 30, 2023, impacting the growth of the U.S. electric vehicle manufacturing industry [1] - Tesla's global delivery volume for Q2 2023 was 384,100 units, a year-on-year decline of approximately 13.5%, marking the lowest delivery record since Q4 2022 [2] - Tesla's market share in the U.S. electric vehicle market is projected to drop from 55% in 2023 to about 49% in 2024, with a further decline to 44% in Q1 2023 [2] Group 2 - The "Big and Beautiful" bill is expected to slow the adoption of electric vehicles in the U.S. by reducing EPA and CAFE standards, thereby supporting the traditional fuel vehicle industry [2][3] - Following the announcement of the bill, shares of General Motors and Ford have risen by 7.5% and 8.8%, respectively, indicating market confidence in traditional automakers [3] - Toyota has postponed its plans to produce a new electric SUV in the U.S. until 2028, prioritizing the production of gasoline and hybrid SUVs due to weak electric vehicle demand and uncertainty around tax incentives [4]
特朗普谈马斯克:行为“不当”
中国基金报· 2025-06-30 08:00
Core Viewpoint - The relationship between President Trump and Elon Musk has become strained due to Musk's criticism of the "Big and Beautiful" tax and spending bill, which Musk believes will harm the U.S. economy and job market [1][4]. Group 1: Trump's Perspective - Trump acknowledges that he has not had much communication with Musk but considers him a smart individual who will continue to succeed [3]. - Trump suggests that Musk's frustration may stem from policies related to electric vehicles, indicating a preference for not mandating electric vehicle ownership [3]. Group 2: Musk's Criticism of the Bill - Musk has publicly criticized the "Big and Beautiful" bill, claiming it could destroy millions of jobs and cause significant damage to the country [4]. - The bill includes controversial elements such as substantial tax cuts, renewable energy subsidies, and increased military spending, which could lead to an estimated $3.8 trillion increase in federal debt over the next decade [4]. Group 3: Impact on Tesla - The proposed elimination of tax credits for electric vehicle consumers is seen as a direct threat to Tesla's business, with estimates suggesting a potential annual loss of $1.2 billion for the company if these credits are removed [4]. - Tesla's sales performance has significantly declined this year, highlighting the importance of maintaining tax incentives to sustain market demand [4].