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  盖世汽车讯据报道,根据市场分析公司CloudTheory的数据,美国新车的平均市场标价自2024年12月7日以来首次超过5万美元,并且预计还会继续上涨,而在特朗普宣布一系列关税政策之前,美国汽车均价曾有所下降。

  CloudTheory公司称,4月14日,美国市场新车平均广告标价已达50,025美元,创下去年12月7日(50,030美元)以来的价格峰值。

  该公司的数据科学与分析副总裁RickWainschel表示,最近的新车价格上涨主要是由于特朗普政府开始计划实施广泛的关税政策,厂商和经销商自2月上旬至中旬起减少了优惠措施和折扣。

  Wainschel指出:“新关税政策推出后,包括汽车行业在内的每个行业均面临规划困境。”他认为当前的价格调整本质上是防御性策略,厂商与经销商正通过收缩促销力度来储备资金实力,以应对未来政策不确定性带来的市场波动。

  CloudTheory公司的定价数据可追溯至2018年,该数据记录了汽车平均市场标价的大幅上涨。这一上涨始于2021年3月,当时由于芯片及其他零部件供应短缺,行业库存降至现代历史低点,同时汽车制造商的生产结构也因此发生变化,转而专注于生产利润更高的车型。CloudTheory称,汽车均价在2021年9月首次突破4万美元大关,并在2023年7月7日达到了51,824美元的历史最高点。

  在过去12个月里,该数据最高值出现在2024年6月6日,为50,590美元,之后随着行业库存状况改善并稳定在约300万辆的水平,新车标价开始缓慢回落。

  根据CloudTheory的监测数据,随着特朗普政府关税政策框架逐步明确,美国新车平均市场标价于2月24日跌至48,544美元阶段性低点后开始反弹,并于4月呈现加速上涨态势,自4月1日以来已累计上涨数百美元。

  CloudTheory公司一直通过车辆识别码(VIN)系统,每日监测全美特许经销商处数百万辆新车的广告标价,旨在评估特朗普政府的关税政策对车辆定价会产生何种影响。

  需说明的是,统计所得的平均市场标价是指经销商在广告中所标注的车辆价格,其中包括经销商宣传的优惠措施,但可能并不反映消费者实际支付的价格,而消费者实际支付的价格是指整个行业中的车辆平均交易价格。

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  美银证券发布研报称,将周大福(01929)评级由“中性”升至“买入”,因为公司以国内市场为重心,不受全球关税的直接影响,加上同店销售见底,周大福的同店销售跌幅已收窄,并可能在未来几个季度进一步改善;估值要求不高,6%股息率可为股价下行提供支持,而成功的转型则可为其倍数重新定价提供基础。美银证券将周大福目标价由7.3港元升至11.9港元,以反映同店销售见底回升及潜在的品牌转势。

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