美国东部时间 2023 年 11 月 28 日下午 4：25

作者：Suvrat Kothari

电动汽车销量逐年增长，但月度和季度趋势经常起伏不定，导致对实际情况的不确定性。汽车购买和研究公司iSeeCars的一份新报告强调了这些波动的销售模式，尤其是在二手电动汽车方面。

iSeeCars声称已经分析了超过230万辆新车和1至5年的二手车，以了解市场，发现与混合动力汽车和汽油车相比，电动汽车的需求存在“实质性疲软”。其中最重要的发现是：与 2022 年 10 月相比，2023 年 10 月的二手电动汽车价格下降了 33.7%。去年 10 月，二手电动汽车的平均价格为 52,821 美元。今年 10 月，它是 34,994 美元。

相比之下，上个月整体二手车价格下降了5.1%，而二手混合动力汽车的平均价格下降了9.6%，远低于二手电动汽车面临的33.7%的价格下降。与去年相比，电动汽车上市时间延长了近1.5倍。2023 年 10 月，一辆二手电动汽车平均需要 52.4 天才能售出，而二手车平均需要 49.2 天。这与一年前相比发生了重大变化，当时二手电动汽车平均投放市场时间为37.5天，表明需求大幅下降。

从那时到现在发生了很多事情。从特斯拉开始，制造商开始了降价狂潮。即便如此，电动汽车的价格仍然高于同类汽油车。这种差异，加上对充电基础设施可靠性的持续担忧，似乎让客户有些谨慎。“从经济问题到电动汽车之间日益激烈的竞争，一切都导致了他们（二手电动汽车）的下降趋势，”iSeeCars执行分析师Karl Brauer说。

但可能没有必要敲响警钟。降价幅度最大的二手车是几年前推出的旧车型。价格跌幅最大的前五名二手车是日产聆风、特斯拉Model 3、雪佛兰Bolt EV、特斯拉Model X和Model S。“这份名单上的大多数车型都是几年前推出的，需要重新设计才能保持竞争力。”

不仅重新设计正在进行中，而且一些新的、显然经济实惠的电动汽车也在筹备中。小改款Model 3 Highland已经在中国和欧洲推出，预计很快将在美国推出。基于Ultium平台的雪佛兰Bolt EV继任者也即将推出，一些报告预测将于2025年开始生产。然后你还有沃尔沃 EX30 和雪佛兰 Equinox EV 等车型，它们可能是有前途的大众市场汽车。

该研究的其他关键细节？二手电动汽车销售时间最长的是非特斯拉车型，包括起亚 EV6、福特 F-150 Lightning、Polestar 2 和大众 ID.4 等。也就是说，Rivian R1T 是 2023 年 10 月销售最快的二手电动汽车——它在市场上停留了 35.5 天。雪佛兰 Bolt EV 和 EUV，以及特斯拉 Model 3 和 Model Y 也是销售最快的二手电动汽车之一，正如上个月的另一份报告所强调的那样。

原文阅读

Used EVs Are Facing 33% Price Drop, Longer Selling Times: Report

Polestar 2, Ford F-150 Lightning, and Kia EV6 are among the slowest-selling used EVs.

Nov 28, 2023 at 4:25pm ET

By: Suvrat Kothari

Electric vehicle sales are growing year-over-year, but monthly and quarterly trends often ebb and flow, causing uncertainty about what’s actually happening. A new report from car buying and research firm iSeeCars emphasizes these fluctuating sales patterns, especially with regard to used EVs.

iSeeCars claims to have analyzed over 2.3 million new and 1- to 5-year-old used cars to understand the market, and it found a “substantial weakness” in demand for EVs compared to hybrids and gas vehicles. The most substantial of these findings: used EV prices were down 33.7 percent in October 2023, compared to October 2022. Last October, the average used EV price was $52,821. This October, it was $34,994.

To put that in context, overall used car prices were down by 5.1 percent last month, while average used hybrid car prices were down by 9.6 percent, substantially lower than the 33.7 percent price drop used EVs are facing. And EVs were on the market nearly 1.5 times longer compared to last year. On average, a used EV took 52.4 days to sell in October 2023, while the average used car took 49.2 days. This marks a significant change from a year ago when used EVs were on the market for an average of 37.5 days, indicating a considerable decline in demand.

A lot has transpired between then and now. Manufacturers, starting with Tesla, embarked on a price-cutting spree. Even then, EV prices are still higher than comparable gas cars. This disparity, coupled with lingering concerns over the reliability of charging infrastructure, seems to have left customers somewhat cautious. “Everything from economic concerns to growing competition among electric vehicles is contributing to their [used EVs] downward trend,” said Karl Brauer, iSeeCars executive analyst.

But there’s probably no need for the alarm bells to ring. Used cars with the biggest price drops are old models, launched years ago. The top five used cars with the largest price drops are the Nissan Leaf, Tesla Model 3, Chevrolet Bolt EV, Tesla Model X, and Model S. “It’s common for old models to drop in price when the market contracts,” said Brauer. “Most of the models on this list were introduced several years ago and need a redesign to remain competitive.”

Not only are redesigns underway, but a handful of new and apparently budget-friendly EVs are also in the pipeline. The facelifted Model 3 Highland has already launched in China and Europe, and its U.S. launch is expected soon. The Ultium-platform-based Chevrolet Bolt EV successor is also on its way—some reports predict production to begin in 2025. Then you also have models like the Volvo EX30, and Chevrolet Equinox EV among several others, which could potentially be promising mass-market cars.

Other key details from the study? Used EVs taking the longest to sell are non-Tesla models, including the Kia EV6, Ford F-150 Lightning, Polestar 2, and Volkswagen ID.4 among others. That said, the Rivian R1T was the fastest-selling used EV in October 2023—it remained on the market for 35.5 days. The Chevrolet Bolt EV and EUV, and the Tesla Model 3 and Model Y were also among the fastest-selling used EVs, as highlighted in another report last month.