高盛：2月美国车市分化，通用(GM.US)销量增8%，福特(F.US)降9%，特斯拉(TSLA.US)跌23%

智通财经03-05

智通财经APP获悉，高盛发布研报称，根据美国调查公司Motor Intelligence的数据，美国2月轻型汽车经季节调整后的年化销量(SAAR)约为1630万辆，同比下降约1%(但销售天数较上年同期减少一天)，环比增长约11%。其中，轿车销量同比下降约4%，皮卡销量同比增长约10%，SUV销量同比下降4%。具体到车企，根据Motor Intelligence的数据，福特汽车(F.US)2月销量...

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General Motors (GM.US) sales increased by 8%, Ford (F.US) fell by 9%, and Tesla (TSLA.US) fell by 23%.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"F":1,"GM":1,"TSLA":1,"TSLL":1,"TSYW.SI":0.6},"content_text":"智通财经APP获悉，高盛发布研报称，根据美国调查公司Motor Intelligence的数据，美国2月轻型汽车经季节调整后的年化销量(SAAR)约为1630万辆，同比下降约1%(但销售天数较上年同期减少一天)，环比增长约11%。其中，轿车销量同比下降约4%，皮卡销量同比增长约10%，SUV销量同比下降4%。具体到车企，根据Motor Intelligence的数据，福特汽车(F.US)2月销量同比下降9%，通用汽车(GM.US)2月销量同比增长8%。福特此前曾表示，其部分车型正在更新换代，预计Super Duty、Navigator和Expedition的销量将在2025年第一季度受到影响。2月份电动汽车销量同比增长约11%，混合动力汽车销量同比增长约37%;纯电动汽车占当月总销量的8%。具体到品牌，特斯拉(TSLA.US)销量同比下降约23%(与Model Y改款的生产中断及交付动态一致)，而Model 3销量同比增长42%;通用汽车方面，Optiq、Equinox EV和Blazer EV等新车型持续上量，但Lyriq销量同比下降28%;福特汽车方面，Mach-E销量同比增长 13%，但F-150 Lightning销量同比下降 15%。根据Motor Intelligence的数据，2月每辆汽车的激励支出(incentive spending)约为3385美元，同比增长20%，但环比下降3%。此外，2月份的汽车库存环比基本持平或略有下降，至约277万辆，仍略低于300-400万辆的历史区间，但按天计算已趋于正常水平。在美国三大车企中，通用汽车和Stellantis的汽车库存变化不大，福特汽车库存环比下降约5%，符合其在2024年第四季度财报电话会议上提出的库存调整计划(与车型换代相关)。高盛表示，这份报告符合该行对美国2025年全年SAAR维持在1600万辆低位区间的预测(即较2024年实现低个位数增长)。高盛补充称，库存水平的调整是积极信号，有助于限制价格下滑。不过，高盛指出，行业仍面临一些短期挑战，包括特朗普政府对墨西哥和加拿大进口汽车征收关税。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"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":"4.32.1","shortVersion":"4.32.1","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/2517996170"}