靓眼的二季度汽车销售数据，只是风暴前的宁静？

智通财经2021-07-04

本周，美股汽车制造商相继公布了2021年第二季度的销售数据。随着电动汽车投资的增加和芯片短缺可能导致销量暴跌，投资者一直期待这些数据能为下半年的展望提供关键线索。数据显示，在第二季度和今年迄今为止，由于需求强劲，各家汽车制造商的销量继续走高。然而，随着更多工厂被迫放慢生产速度，库存在这段时间内持续减少，供应不足开始严重影响销售。通用汽车公司、福特汽车公司和特斯拉公司第二季度的交货期均未达到预期...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

虎爷发威
2021-07-04
虎爷发威
[开心]
新加坡的大螃蟹
2021-07-04
新加坡的大螃蟹
[得意]
- Cmin:
  [微笑]
- 新加坡的大螃蟹:
  [流泪]
魔王大大
2021-07-04
魔王大大
6
- 新加坡的大螃蟹:
  [害羞]
财运天降
2021-07-04
财运天降
[思考] [思考] [思考] [思考] [思考]
健安_1832
2021-07-04
健安_1832
等等等

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2148807896?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/0f7ad6231fa72bee5d03b095a82ec258","is_english":false,"pubTime":"2021-07-04 08:56","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2148807896","market":"sh","top_or_hot":-1,"title":"靓眼的二季度汽车销售数据，只是风暴前的宁静？","media":"智通财经","content":"<div>\n<p>本周，美股汽车制造商相继公布了2021年第二季度的销售数据。随着电动汽车投资的增加和芯片短缺可能导致销量暴跌，投资者一直期待这些数据能为下半年的展望提供关键线索。\n数据显示，在第二季度和今年迄今为止，由于需求强劲，各家汽车制造商的销量继续走高。\n然而，随着更多工厂被迫放慢生产速度，库存在这段时间内持续减少，供应不足开始严重影响销售。通用汽车公司、福特汽车公司和特斯拉公司第二季度的交货期均未达到预期...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/506850.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>靓眼的二季度汽车销售数据，只是风暴前的宁静？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n靓眼的二季度汽车销售数据，只是风暴前的宁静？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 08:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/506850.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周，美股汽车制造商相继公布了2021年第二季度的销售数据。随着电动汽车投资的增加和芯片短缺可能导致销量暴跌，投资者一直期待这些数据能为下半年的展望提供关键线索。\n数据显示，在第二季度和今年迄今为止，由于需求强劲，各家汽车制造商的销量继续走高。\n然而，随着更多工厂被迫放慢生产速度，库存在这段时间内持续减少，供应不足开始严重影响销售。通用汽车公司、福特汽车公司和特斯拉公司第二季度的交货期均未达到预期...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/506850.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"F","symbol_name":"福特汽车","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/506850.html","article_id":"2148807896","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/0f7ad6231fa72bee5d03b095a82ec258"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2148807896","pubTimestamp":1625360214,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"本周，美股汽车制造商相继公布了2021年第二季度的销售数据。随着电动汽车投资的增加和芯片短缺可能导致销量暴跌，投资者一直期待这些数据能为下半年的展望提供关键线索。\n数据显示，在第二季度和今年迄今为止，","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"F":"福特汽车","TSLA":"特斯拉"},"translate_title":"The eye-catching car sales data in the second quarter is just the tranquility before the storm?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/b6efbbfd8d8c94b3739c7816fce15899","symbols_score_info":{"F":0.9,"TSLA":0.9},"content_text":"本周，美股汽车制造商相继公布了2021年第二季度的销售数据。随着电动汽车投资的增加和芯片短缺可能导致销量暴跌，投资者一直期待这些数据能为下半年的展望提供关键线索。\n数据显示，在第二季度和今年迄今为止，由于需求强劲，各家汽车制造商的销量继续走高。\n然而，随着更多工厂被迫放慢生产速度，库存在这段时间内持续减少，供应不足开始严重影响销售。通用汽车公司、福特汽车公司和特斯拉公司第二季度的交货期均未达到预期，其中福特汽车6月份的交货量突然下降。\n除非芯片短缺问题很快得到解决，产量回升，否则库存紧张对销售的影响只会越来越严重。这对近几个月因销量增长和电动汽车乐观情绪双重推动而飞涨的的汽车制造商股价而言，将形成负面影响。\n通用汽车二季度存环比下降37%\n通用汽车周四发布销售报告显示，第二季度销量同比增长39.7%至688236辆，但未达到分析师的预期，此前分析师曾预期增长40%至43%。\n“消费者对汽车的需求很旺盛，但受到库存非常紧张的制约。我们预计，今年下半年到2022年，需求将继续保持高位，”通用汽车首席经济学家伊莱恩•巴克伯格表示。\n该公司在本季度末的库存只有211974辆，与第一季度相比下降了37%。它暂时闲置了几家北美工厂，并完全停止了韩国和巴西工厂的生产。\n尽管存在库存问题，但通用汽车确实从运营效率的提高中获益，这是因为一旦车辆到达经销商处，其销售速度非常快。许多经销商的周转率都在12天左右，这大约是过去几年的十分之一，从而提高了成本效益，减少了浪费。\n福特6月份销量下滑26.9%\n福特（F.US）比其他许多汽车制造商受到芯片短缺的影响更大。上周五公布的销售数据显示，该公司第二季度共售出475327辆汽车，较上年同期增长9.6%。分析师曾预计增长率在10.5-20.5%之间。\n福特6月份的销售数据更令人担忧。6月销量下降26.9%，其中F系列皮卡销量下降30%。由于库存减少，Fiesta和Flex等几款车型的销量降至零。\n此前，福特估计，由于芯片短缺，该公司第二季度的产量将减少一半。本周早些时候，额外减产会延续至7月份，这将进一步影响销售。\n二季度福特销售的亮点是，6月份电动汽车销量增长了117%，使得上年年销量达到56570辆创下纪录。\n特斯拉也需直面供应链逆风\n特斯拉（TSLA.US）公布，第二季度汽车交付量达到创纪录的201250辆，首次突破20万辆大关。然而，这与分析师预期的202800次交付量还有差距。\n尽管全球芯片短缺，特斯拉在三个月内生产的汽车数量确实超过了交付量，确保了足够的材料生产206421辆汽车。其中有204081辆是价格更为实惠的Model 3和Model Y，这说明价格实惠的车型需求增长速度继续快于价格更为昂贵的车型Model S和ModelX。\n不过，该公司确实也经历了供应链逆风。由于主要供应链价格压力，它进行了几次设计变更并提高了价格。“尤其是原材料，”首席执行官埃隆•马斯克在推特上说。\n在确保供应链优势方面，特斯拉似乎比传统汽车制造商做得更好，这有助于它在今年余下的时间里取得优异的业绩。由于某些车型的巡航控制系统意外启动的错误，该公司在中国召回了28.5万辆汽车，目前尚不清楚，这一问题可能会对特斯拉在中国的品牌形象造成多大影响，但特斯拉5月份在中国的销量减少了一半。\n芯片持续短缺\n据半导体工业协会（semiconductor Industry Association）的数据，仅在2020年，全球半导体销售额就增长了6.5%，达到4390亿美元。尽管当时行业前景黯淡，汽车制造商在疫情期间取消了大量芯片订单，但仍出现了这种增长。\n《半导体产业展望报告》预计，在消费电子、人工智能、物联网和高级定制芯片的推动下，2021年至2026年期间，半导体市场的年复合增长率将达到6%。\n“在供应链中，仅仅缺少一个零件就意味着无法生产出使用该零件的整车，”市场分析师乔恩•加布里森在谈到汽车芯片短缺时评论称。“与因延迟发货或甚至影响单个供应商工厂而造成的临时延迟不同，芯片工厂的设计、建造和启动需要数年时间，因此摆脱这种状况并不是一个短期问题。”\n汽车制造商们表示，“希望”芯片短缺将在今年下半年得到缓解，但传统的汽车供应链往往效率低下，而且在半导体生产方面，汽车在优先权方面也处于落后地位。\n来自IDC国际数据公司半导体部门的Mario Morales表示，汽车芯片短缺问题可能在第三季度会略有缓解，但是预计要到明年上半年完全恢复至正常水平，到那时汽车生产商才会有足够的芯片用于其运行智能系统、ABS刹车或动力总成。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":155809082,"gmtCreate":1625396583746,"gmtModify":1631893035686,"author":{"id":"4087270121939800","authorId":"4087270121939800","name":"虎爷发威","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155809082","repostId":2148807896,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":155182791,"gmtCreate":1625388527513,"gmtModify":1633941004522,"author":{"id":"3568714154755778","authorId":"3568714154755778","name":"新加坡的大螃蟹","avatar":"https://static.tigerbbs.com/007de9b4510c270a143451a9ede3800a","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/155182791","repostId":2148807896,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5124005,"gmtCreate":1625450265129,"gmtModify":1635237069546,"authorId":3581109327825021,"author":{"id":3581109327825021,"authorId":3581109327825021,"name":"Cmin","avatar":"https://static.tigerbbs.com/d051686974a2a24cecbfef568a1c16d4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":155182791,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"},{"id":5127228,"gmtCreate":1625476684068,"gmtModify":1635236805691,"authorId":3568714154755778,"author":{"id":3568714154755778,"authorId":3568714154755778,"name":"新加坡的大螃蟹","avatar":"https://static.tigerbbs.com/007de9b4510c270a143451a9ede3800a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":155182791,"type":1,"supId":5124005,"prevId":0,"content":"[流泪]","text":"[流泪]","html":"[流泪]"}],"langContent":"CN"},{"id":155085486,"gmtCreate":1625364174345,"gmtModify":1631891664063,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155085486","repostId":2148807896,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5118397,"gmtCreate":1625388539035,"gmtModify":1631891664060,"authorId":3568714154755778,"author":{"id":3568714154755778,"authorId":3568714154755778,"name":"新加坡的大螃蟹","avatar":"https://static.tigerbbs.com/007de9b4510c270a143451a9ede3800a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":155085486,"type":1,"supId":0,"prevId":0,"content":"[害羞]","text":"[害羞]","html":"[害羞]"}],"langContent":"EN"},{"id":155012889,"gmtCreate":1625363509441,"gmtModify":1633941290305,"author":{"id":"3576323399521627","authorId":"3576323399521627","name":"财运天降","avatar":"https://static.tigerbbs.com/51c15ee175257f5b9a73012945b993cb","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"[思考]&nbsp;[思考]&nbsp;[思考]&nbsp;[思考]&nbsp;[思考]&nbsp;","listText":"[思考]&nbsp;[思考]&nbsp;[思考]&nbsp;[思考]&nbsp;[思考]&nbsp;","text":"[思考] [思考] [思考] [思考] [思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155012889","repostId":2148807896,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":152772148,"gmtCreate":1625361262384,"gmtModify":1633941329260,"author":{"id":"3553346853986978","authorId":"3553346853986978","name":"健安_1832","avatar":"https://static.tigerbbs.com/1a310972d59b708bb82abef5c003c84e","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"等等等","listText":"等等等","text":"等等等","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152772148","repostId":2148807896,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":53,"commentSize":5,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2148807896"}