ブログ総もくじ 伏見啓明整形外科公式サイト Coロナ関連記事目次 今、電子カルテがあぶない 個人情報談義 目次
Unsold electric cars are piling up on dealer lots
The auto industry is beginning to crank out more electric vehicles (EVs) to challenge Tesla, but there's one big problem: not enough buyers.
自動車業界はテスラに対抗するために電気自動車(EV)を大量生産し始めているが、買い手が足りないという大きな問題が1つある。
Why it matters: The growing mismatch between EV supply and demand is a sign that even though consumers are showing more interest in EVs, they're still wary about purchasing one because of price or charging concerns.
重要な理由: EV の供給と需要の間のミスマッチが拡大していることは、消費者が EV にますます関心を示しているにもかかわらず、価格や充電に関する懸念から、EV の購入に依然として慎重であることを示しています。
- It's a "Field of Dreams" moment for automakers making big bets on electrification — they've built the cars, and now they're waiting for buyers to come, says Jonathan Gregory, senior manager of economic and industry insights at Cox Automotive.
コックス・オートモーティブ社の経済・産業洞察担当シニアマネージャー、ジョナサン・グレゴリー氏は、電動化に大きな賭けをしている自動車メーカーにとって、これは「夢の舞台」の瞬間だ。自動車メーカーはすでに車を作り、今は買い手が来るのを待っているところだ、と語る。
Driving the news: Cox Automotive experts highlighted the swelling EV inventories during a recent midyear industry review for journalists and industry stakeholders.
ニュースの推進:コックス・オートモーティブの専門家らは、ジャーナリストや業界関係者向けの最近の年央業界レビューで、EV在庫の膨張を強調した。
- EV sales, which account for about 6.5% of the U.S. auto market so far this year, are expected to surpass 1 million units for the first time in 2023, Cox forecasts.
- コックス氏は、今年これまでの米国自動車市場の約6.5%を占めるEV販売は、2023年には初めて100万台を超えると予想している。
- A Cox survey found that 51% of consumers are now considering either a new or used EV, up from 38% in 2021.
- コックスの調査によると、消費者の51%が現在、新品または中古EVの購入を検討しており、2021年の38%から増加している。
- Tesla’s rapid expansion, plus new EVs from other brands, are fueling the interest — 33 new models are arriving this year, and more than 50 new or updated models are coming in 2024, Cox estimates.
- テスラの急速な事業拡大に加え、他のブランドの新型EVが関心を高めている。今年は33の新型モデルが登場し、2024年には50以上の新型またはアップデートモデルが登場するとコックス氏は推定する。
Yes, but: Sales aren't keeping up with that increased output.
はい、しかし、その生産量の増加に売上が追いついていません。
Details: The nationwide supply of EVs in stock has swelled nearly 350% this year, to more than 92,000 units.
詳細: 今年の全米のEV在庫供給量は350%近く増加し、9万2000台以上となった。
- That's a 92-day supply — roughly three months' worth of EVs, and nearly twice the industry average.
- これは92日分の供給量に相当し、およそ3か月分のEVに相当し、業界平均のほぼ2倍に相当する。
- For comparison, dealers have a relatively low 54 days' worth of gasoline-powered vehicles in inventory as they rebound from pandemic-related supply chain interruptions.
- 比較のために言うと、パンデミック関連のサプライチェーン中断から回復しているため、ディーラーが保有するガソリン車の在庫は54日分と比較的少ない。
- In normal times, there's usually a 70-day supply.
- 通常、通常は 70 日分の供給があります。
- Notably, Cox's inventory data doesn't include Tesla, which sells direct to consumers.
- 注目すべきは、コックスの在庫データには、消費者に直接販売しているテスラが含まれていないことだ。
Zoom in: Some brands are seeing higher EV inventories than others.
- Genesis, the Korean luxury brand, sold only 18 of its nearly $82,000 Electrified G80 sedans in the 30 days leading up to June 29, and had 210 in stock nationwide — a 350-day supply, per Cox research.
- Other luxury models, like Audi's Q4 e-tron and Q8 e-tron and the GMC Hummer EV SUV, also have bloated inventories well above 100 days. All come with hefty price tags that make them ineligible for federal tax credits.
- Imported models like the Kia EV6, Hyundai Ioniq 5 and Nissan Ariya are also stacking up — likely because they're not eligible for tax credits either.
- Tesla's price-cutting strategy could be taking a toll, too: The once-hot Ford Mustang Mach-E now has a 117-day supply. Ford says that's the result of ramped-up production in anticipation of stronger third-quarter sales.
The intrigue: Hybrid vehicles have much lower inventory levels, supporting Toyota's argument that consumers want a stepping stone to fully electric cars.
- There's a relatively tight 44-day supply of hybrids industrywide, according to Cox.
- Toyotas are in particularly short supply — under 30 days each for Prius and RAV4 hybrids and plug-in hybrids.
Of note: Toyota's only fully electric model, the Bz4X, has a 101-day supply.
- While Toyota recently announced a 3-row electric SUV and new battery technology that could double the range of future EVs, it's sticking with a mix of hybrids, plug-in hybrids, and pure EVs for the foreseeable future.
What to watch: More charging infrastructure is coming, and EV prices should reach parity with gasoline vehicles around 2025, according to Bank of America Securities auto analyst John Murphy.
- Until then, automakers will be left waiting for EV buyers to show up.
Disclaimer: Cox Automotive's parent company, Cox Enterprises, also owns Axios.
0 件のコメント:
コメントを投稿