2024年第二季度加州汽車銷量-2024-07-市場(chǎng)解讀

TMCaliforniaAnnualNewLightVehicleRegistrations-2009thru2024YearsCaliforniaU.S.YTD'23YTD'24ChangeYTD'23YTD'24ChangeRegistrations-0.7%-11.2%-3.7%-11.8%-0.4%-1.5%Japanese-0.1%MarketShare-3.3-1.7-4.2-2.2-0.1Japanese-0.5%changevs.yearearlierCaliforniaQuarterlyNewLightVehicleRegistrations6.1%15.9%19.9%5.3%0.4%-1.7%1Q'23vs.1Q'222Q'23vs.2Q'223Q'23vs.3Q'224Q'23vs.4Q'221Q'24vs.1Q'232Q'24vs.2Q'23晶晶Keyfactorboostingstatenewvehiclemarket:existingvehiclefleetisold.Nationalaverageageofvehiclesinoperationarebuiltbetterandlastlonger,andactivesafetytechnology,advancedinfotainmentoptions,andalternativepowertrainsarejustafewexamples.ManyvehicleownershaveastrongincentivetoKeyfactorholdingbackstatenewvehiclemarket:monthlyfinanceandleasecostsremainelevatedduetohigherinterestrates.Vehicletransactionpriceshaveareincreasing,butinflationhaspercentofconsumerincomewilllikelymovelowerinthecomingmonths,butarehighrightnowandit’sholdingbacksales.Forecastsummary:replacemdemandandfallingtransactionpriceswillprovidesomemomentumforthenewvehiclemarketfortherestof‘24,whilethenegativefactorswilllimitgrowth.Heightenedanxietysurroundingtheupcomingpresidentialelectionisalsoconfidence,whichcouldkeepsomeshoppersonthesidelines.Statenewretaillightvehicleregistrationsarepredictedtoreach1.8millionunitsforallofthisyearandincrease1.9percentfrom2023.Firsthalfrecap:newlightvehicleregistrationsinCaliforniadeclined0.7percentduringthefirstsixmonthsofthisyearversustheyearearlier.Nationalmarketimproved4.8percent.2.每日分享：6份行研精選報(bào)告、3個(gè)行業(yè)主題3.報(bào)告查找：群里直接咨詢，免費(fèi)協(xié)助查找4.嚴(yán)禁廣告：僅限行業(yè)報(bào)告交流，禁止一切無關(guān)信息市場(chǎng)研究、企業(yè)運(yùn)營(yíng)及咨詢管理方案等，涵蓋科技、金融、HybridandElectricVehicleMaMarketShare25.0%20.0%15.0%10.0% 5.0%0.0%percentduringthefirsthal‘24downslightlyfrom‘23percentduringthefirsthal‘24downslightlyfrom‘2320162017201820192020202120222023YTD'24——BEVsHybrids(excl.plugins)PHEVsAnnualRegistrationAnnualRegistrationsandMarketShare2020202120222023YTD'24920805.8%1613859.1%26007116.4%379692920805.8%1613859.1%26007116.4%37969221.5%19132221.4%Hybridregs.(excl.plugins)97500160159144500196494118222Hybridshare(excl.plugins)6.1%9.1%9.1%11.1%13.2%PHEVregs.2908354289424925954030542PHEVshare1.8%3.1%2.7%3.4%3.4%MarketShare25.0%20.0%15.0%10.0%5.0%0.0%3Q'224Q'221Q'232Q'233Q'234Q'231Q'242Q'24——BEVsHybrids(excl.plugins)——PHEVsQuarterlyQuarterlyRegistrationsandMarketShare2Q'233Q'234Q'231Q'242Q'2410144321.9%10273021.8%9978522.4%8950310144321.9%10273021.8%9978522.4%8950321.2%8987920.9%Hybridregs.(excl.plugins)5097652438563535618462038Hybridshare(excl.plugins)10.8%11.7%13.3%13.1%13.4%PHEVregs.1510315029150761567914863PHEVshare3.2%3.4%3.6%3.7%3.2%Electric(BEV),registrationsduringthpercentin2022and88.4percentin2018.firsthalfof2024,upfromjust11.6percentin2018.21.4% CaliforniaNewBatteryElectricVehicleRegistrationsbyMakeYTD2023andYTD2024thruJuneMarketShare(%)YTD'23YTD'24%ChangeYTD'23YTD'24ChangeTOTAL190,404191,3240.5Acura00.00.00.0Audi3,1655,61677.41.72.91.26,1599,82159.53.25.11.93752,508568.80.21.31.1Chevrolet10,8635,368-50.65.72.8-2.96,8988,71726.43.64.61.0Genesis68397342.50.40.50.1GMC367022233.30.00.40.4Honda02770.00.10.1Hyundai6,52610,81465.73.45.72.3Jaguar8264758.80.00.40.44,2757,36772.32.23.91.73192,351637.00.21.21.0Mazda521-98.10.00.00.0Mercedes7,1959,30829.43.84.91.137652339.10.20.30.1Nissan2,0882,78233.21.11.50.4Other1,2643,754197.00.72.01.32,558974-61.91.30.5-0.81,1171,029-7.90.60.5-0.1030.00.00.03,9076,90376.72.13.61.5Subaru5471,131106.80.30.60.3Tesla123,005102,106-17.064.653.4-11.2Toyota1,4643,046108.10.81.60.8Volkswagen5,9673,909-34.53.12.0-1.1Volvo1,581529-66.50.80.3-0.5BEVsarefullbatteryelectricvehicles.PHEVsarepluginhybrids.RegistrationsandmarketshareToyota Jeep Volvo DodgeMazda Chrysler AudiOthers7,298(23.9%)7,298(23.9%)5,791(19.0%)3,011(9.9%)2,486(8.1%)2,267(7.4%)1,756(5.7%)1,395(4.6%)1,386(4.5%)1,269(4.2%)999(3.3%)2,884(9.4%)RankModelTypeRegs.1TeslaModelY69,8102TeslaModel321,05037,1914TeslaModelX5,83355,31465,19174,8378JeepWrangler4,61494,0603,960VolkswagenID.43,909TeslaCybertruck3,0483,0463,0102,999AlternativePowertrainSalesbyTypeofSellingDealership-YTD‘23and‘24,thruJune0formorethan67percentofpercentinfirsthalfof‘24,upfrom32.7percentayearearlier.the12.3percentdropfordirectsellers.TopSellingModelsinEachSegment-NewRetailLightVehicleRegistrations(YTD2024thruJune)SmallCarsMidSizeandLargeCarsSports/PonyCarsNearLuxuryCarsModelRShareShareHondaCivic2692629.1ToyotaCamry2901241.9FordMustang308835.1TeslaModel32105039.5ToyotaCorolla2045522.1HondaAccord1725824.9DodgeChallenger213124.28.8KiaForte86559.4NissanAltima51767.5Toyota86152917.4BMWi47.6NissanSentra80988.8ChevroletMalibu46296.7ChevroletCamaro6667.6MercedesC-Class36406.8HyundaiElantra59036.4DodgeCharger37855.5MazdaMX5BMW3-Series33366.3LuxuryandHighEndSportsCarsCompact/MidSizePickupFullSizePickupMiniVanModelRShareShareTeslaModelS236310.3ToyotaTacoma1080834.8ChevroletSilverado1848725.9ToyotaSienna418135.724.3FordF-Series1770524.8HondaOdyssey353030.1MercedesE-Class16547.2NissanFrontier346711.2GMCSierra1001214.017.7BMW5-Series16517.2ChevroletColorado27048.7ToyotaTundra830411.6KiaCarnival14.8ChevroletCorvette15876.9JeepGladiator17235.6RamPickup818511.5ChryslerVoyager199LargeVanSubcompactSUVCompactSUV2RowMidSizeSUVModelRShareShareFordTransitConnect578941.9HondaHR-V1166619.7ToyotaRAV43616023.9SubaruOutback717419.2MercedesSprinter299621.7SubaruCrosstrek878714.8HondaCR-V2534016.8Toyota4Runner604416.1RamPromaster198514.4ToyotaCorollaCross610810.3NissanRogue84135.614.2ChevroletExpress8466.1KiaNiro47047.9SubaruForester79065.2HyundaiSantaFe395510.6FordE-Series8055.8MazdaCX-3045857.7HyundaiIoniq571914.8ToyotaVenza36019.63RowMidSizeSUVLargeSUVLuxurySubcompactSUVLuxuryCompactSUVModelRShareShare24.1AudiQ3256818.4TeslaModelY6981065.6ChevroletTahoe349322.1MercedesEQB241417.3LexusNX7.4ToyotaGrandHighlan629210.9ChevroletSuburban167110.6AudiQ4E-Tron199914.34.7ToyotaHighlander626810.9FordExpedition9.9BMWX1AudiQ538893.7KiaTelluride44287.7GMCYukon13238.4VolvoXC40160711.5MercedesGLC-Class35553.3LuxuryMidSizeSUVLuxuryLargeSUVTopSellingPassengerCarsTopSellingLightTrucksModelRShareShareLexusRXRivianR1S423.8ToyotaCamry2901211.8TeslaModelY6981010.8TeslaModelX583510.4LexusTX307615.1HondaCivic2692610.9ToyotaRAV4361605.6MercedesGLE-Class44628.0CadillacEscalade202610.0TeslaModel3210508.5HondaCR-V253403.9BMWX541447.4MercedesGLS-Class19519.6ToyotaCorolla204558.3ChevroletSilverado184872.99.2HondaAccord172587.0FordF-Series177052.7RivianDodge LexusLincolnBuickVolvo Cadillac Toyota HondaLandRover Mazda Hyundai Nissan BMWVolkswagenGMC Infiniti Audi Subaru FordMercedes Porsche Genesis AcuraChevrolet Tesla Chrysler RamJeep76.7%43.1%25.6%23.3%19.5%16.9%16.4%13.8%12.9%10.8%5.8%3.4%3.1%0.5%0.5%-2.1%-2.4%-3.3%-4.6%-4.7%-5.7%-6.3%-8.8%-12.4%-14.9%-16.6%-17.0%-23.1%-28.8%-36.2%than10percentforRivian,Dodge,ChevroletweremarketshareleadersinCalifornia.0.0 0.10.1 4.73.44.30.40.1-2.40.1 0.00.3 0.00.2 0.00.30.2 0.412.31.80.71.80.81.90.71.90.9CaliforniaAutoOutlook