美国人一直对大型汽车和重型皮卡车情有独钟,喜欢开着它们在宽阔的公路上疾驰,但现在许多人喜欢小型汽车,仅仅是因为它们价格更实惠。
根据Cox Automotive的数据,今年上半年,美国小型SUV汽车的销量增长了20%,远远超过汽车总体销量2%的增长速度。此外,同期紧凑型汽车销量增长了18%,紧凑型SUV的销量增长了12%,而全尺寸皮卡车的销量下滑了4%。
在2021年1月至2024年汽车价格上涨19.6%的大背景下,大多数紧凑型SUV的售价低于30,000美元,许多甚至低于25,000美元,这与皮卡车的60,000美元售价形成鲜明对比,因此更容易让消费者接受。小型汽车的利率通常低于普通二手车,但其功能与大型汽车相差无几,因此成为备受欢迎的替代选择。
Cox Automotive高级经济学家查理·切萨布卢夫在4月接受《CBT News》采访时表示:“消费者需要的是功能性。他们需要皮卡车的平板车厢或SUV的行李箱区域,但由于价格问题,他们只能选择更小的汽车,因为他们要想方设法省钱。”
凯利蓝皮书公司(Kelley Blue Book)的总编布莱恩·穆迪对《财富》杂志表示,随着更多消费者计划购买经济实惠的小型汽车,汽车厂商正在满足他们的需求,推出以前仅为欧洲豪华车配备的加热真皮座椅、后视镜摄像头和天窗等新功能。
尽管小型汽车更经济实惠,而且与大型汽车一样实用,但市场上新出现的一些更紧凑的车型推高了销量。过去20年,市场上仅出现了马自达(Mazda)CX-50和雪佛兰创酷(Chevy Trax)等几款紧凑型SUV。
穆迪表示:“现在有更多车型上市。选择增多就能吸引更多消费者。”
行业变化
穆迪表示,小型汽车销量增长“并不意味着许多人不再购买大型皮卡车”。去年,美国最畅销的三款汽车分别是福特(Ford)F系列、雪佛兰索罗德(Silverado)和RAM皮卡,它们都是大型平板车厢皮卡车。自20世纪70年代以来,汽车的尺寸持续扩大,而且这种趋势没有任何减缓的迹象,因为它们兼具安全和豪华功能,因此大型汽车将继续受到欢迎。
GlobalData的美洲汽车销量预测经理大卫·奥克利对《财富》杂志表示,由于大型汽车和卡车依旧存在需求,因此尽管小型汽车的销售数据亮眼,但汽车厂商不会全部押注紧凑型汽车。对于底特律的三大汽车厂商福特、斯泰兰蒂斯(Stellantis)和通用汽车(General Motors)而言,紧凑型汽车的产量由于利润微薄反而有所下降。汽车的尺寸越小,汽车厂商面临的压力就越大,他们需要降价以匹配更小的尺寸,但这是他们不愿意做的事情。
奥克利说道:“紧凑型汽车可能是大多数汽车厂商想要关注的最小车型。凡是小于这个尺寸的车型,似乎依旧无法得到充分服务。”
但汽车行业将继续改革,以吸引那些寻找经济实惠的紧凑型汽车的消费者。穆迪指出,排在三大皮卡巨头之后的美国第四大畅销汽车品牌是老品牌丰田(Toyota)Rav 4,这款汽车在30年前一上市便引领了紧凑型SUV市场的潮流。他预计,随着紧凑型汽车变得日益流行,这款紧凑型丰田汽车的排名还会继续上升。
穆迪还预测市场上将会出现更多混合紧凑型SUV,特别是作为纯电动汽车的替代品,因为纯电动汽车通常有庞大笨重的电池,尺寸硕大且价格昂贵。就连电动汽车厂商也意识到了大型电动汽车的缺点,并开始致力于生产小型汽车。
福特CEO吉姆·法利在参加本月早些时候举行的阿斯彭思想节(Aspen Ideas)时表示:“我们必须重新接受小型汽车。这对于我们的社会和推广电动汽车至关重要。我们喜欢那些庞然大物,我也很喜欢大型汽车,但它们的重量是个主要问题。”
但穆迪认为,紧凑型汽车销售的成功能否持续下去,最终将取决于车企能否履行相关承诺,包括经济实惠的价格、合理的转售价值和出色的豪华配置等。
他说道:“如果你希望紧凑型汽车取得成功,那就让它们变得更出色。”(财富中文网)
译者:刘进龙
审校:汪皓
美国人一直对大型汽车和重型皮卡车情有独钟,喜欢开着它们在宽阔的公路上疾驰,但现在许多人喜欢小型汽车,仅仅是因为它们价格更实惠。
根据Cox Automotive的数据,今年上半年,美国小型SUV汽车的销量增长了20%,远远超过汽车总体销量2%的增长速度。此外,同期紧凑型汽车销量增长了18%,紧凑型SUV的销量增长了12%,而全尺寸皮卡车的销量下滑了4%。
在2021年1月至2024年汽车价格上涨19.6%的大背景下,大多数紧凑型SUV的售价低于30,000美元,许多甚至低于25,000美元,这与皮卡车的60,000美元售价形成鲜明对比,因此更容易让消费者接受。小型汽车的利率通常低于普通二手车,但其功能与大型汽车相差无几,因此成为备受欢迎的替代选择。
Cox Automotive高级经济学家查理·切萨布卢夫在4月接受《CBT News》采访时表示:“消费者需要的是功能性。他们需要皮卡车的平板车厢或SUV的行李箱区域,但由于价格问题,他们只能选择更小的汽车,因为他们要想方设法省钱。”
凯利蓝皮书公司(Kelley Blue Book)的总编布莱恩·穆迪对《财富》杂志表示,随着更多消费者计划购买经济实惠的小型汽车,汽车厂商正在满足他们的需求,推出以前仅为欧洲豪华车配备的加热真皮座椅、后视镜摄像头和天窗等新功能。
尽管小型汽车更经济实惠,而且与大型汽车一样实用,但市场上新出现的一些更紧凑的车型推高了销量。过去20年,市场上仅出现了马自达(Mazda)CX-50和雪佛兰创酷(Chevy Trax)等几款紧凑型SUV。
穆迪表示:“现在有更多车型上市。选择增多就能吸引更多消费者。”
行业变化
穆迪表示,小型汽车销量增长“并不意味着许多人不再购买大型皮卡车”。去年,美国最畅销的三款汽车分别是福特(Ford)F系列、雪佛兰索罗德(Silverado)和RAM皮卡,它们都是大型平板车厢皮卡车。自20世纪70年代以来,汽车的尺寸持续扩大,而且这种趋势没有任何减缓的迹象,因为它们兼具安全和豪华功能,因此大型汽车将继续受到欢迎。
GlobalData的美洲汽车销量预测经理大卫·奥克利对《财富》杂志表示,由于大型汽车和卡车依旧存在需求,因此尽管小型汽车的销售数据亮眼,但汽车厂商不会全部押注紧凑型汽车。对于底特律的三大汽车厂商福特、斯泰兰蒂斯(Stellantis)和通用汽车(General Motors)而言,紧凑型汽车的产量由于利润微薄反而有所下降。汽车的尺寸越小,汽车厂商面临的压力就越大,他们需要降价以匹配更小的尺寸,但这是他们不愿意做的事情。
奥克利说道:“紧凑型汽车可能是大多数汽车厂商想要关注的最小车型。凡是小于这个尺寸的车型,似乎依旧无法得到充分服务。”
但汽车行业将继续改革,以吸引那些寻找经济实惠的紧凑型汽车的消费者。穆迪指出,排在三大皮卡巨头之后的美国第四大畅销汽车品牌是老品牌丰田(Toyota)Rav 4,这款汽车在30年前一上市便引领了紧凑型SUV市场的潮流。他预计,随着紧凑型汽车变得日益流行,这款紧凑型丰田汽车的排名还会继续上升。
穆迪还预测市场上将会出现更多混合紧凑型SUV,特别是作为纯电动汽车的替代品,因为纯电动汽车通常有庞大笨重的电池,尺寸硕大且价格昂贵。就连电动汽车厂商也意识到了大型电动汽车的缺点,并开始致力于生产小型汽车。
福特CEO吉姆·法利在参加本月早些时候举行的阿斯彭思想节(Aspen Ideas)时表示:“我们必须重新接受小型汽车。这对于我们的社会和推广电动汽车至关重要。我们喜欢那些庞然大物,我也很喜欢大型汽车,但它们的重量是个主要问题。”
但穆迪认为,紧凑型汽车销售的成功能否持续下去,最终将取决于车企能否履行相关承诺,包括经济实惠的价格、合理的转售价值和出色的豪华配置等。
他说道:“如果你希望紧凑型汽车取得成功,那就让它们变得更出色。”(财富中文网)
译者:刘进龙
审校:汪皓
Americans have had a long love affair with big cars and the fantasy of hulking pickup trucks on wide open roads, but now many are finding new flings with smaller cars simply because they’re cheaper.
Sales of sub-size SUVs in the U.S. shot up 20% in the first half of this year, far outpacing overall vehicle sales growth of 2%, according to data from Cox Automotive. Moreover, compact car sales increased 18%, and compact SUV sales rose 12%, while full-size pickup truck sales slumped 4% in the same time period.
Amid a 19.6% price increase of automobiles from January 2021 to 2024, most of these compact SUVs are under $30,000, with many under $25,000—a stark difference from the $60,000 price tag of a pickup truck and an easier-to-swallow pill. Often with lower interest rates than even gently used cars and similar features to their larger counterparts, smaller vehicles have become a formidable alternative.
“Consumers need the functionality,” Cox Automotive senior economist Charlie Chesbrough said in a CBT News interview in April. “They need the flatbed of a pickup or the cargo area of an SUV, but they’ve got to get the smaller size, because at these prices, they’ve got to look for ways to save money.”
As more consumers look to buy smaller, affordable models, car manufacturers are meeting them where they are, introducing new features like heated, leather seats, rearview cameras, and sunroofs that were once reserved for European luxury vehicles, Brian Moody, executive editor of Kelley Blue Book, told Fortune.
But while smaller cars are more affordable and just as practical as bigger ones, there’s also simply more compact entrants on the market that have driven up sales. Compact SUVs like the Mazda CX-50 and Chevy Trax have emerged in the market only during the past 20 years.
“There’s just simply more of them,” Moody said. “So when there’s more choice, it’s likely to attract more consumers.”
Industry changes
The uptick in small car sales “doesn’t mean that many people aren’t still buying large pickups,” Moody said. The top-three best-selling cars in the U.S. last year—the Ford F-Series, the Chevy Silverado, and the Ram Pickup—were all large flat-bed pickups. And with car size continuing to expand since the 1970s without any signs of slowing down as they accommodate both safety and luxury features, large cars will continue to be popular.
Because of the continued demand for large cars and trucks, auto manufacturers won’t go all-in on compact vehicles despite positive sales data, David Oakley, manager of Americas vehicle sales forecasts at GlobalData, told Fortune. For Detroit’s Big Three auto manufacturers—Ford, Stellantis, and General Motors—compact vehicle production has decreased due to slim profit margins. As car sizes get smaller, there’s greater pressure on car companies to match smaller price tags to the slimmer frames, something they’re just not willing to do.
“Compact is the smallest that most manufacturers probably want to focus on,” Oakley said. “And it feels like anything smaller than that is still going to be a little bit underserved.”
But the industry will continue to make changes to appeal to those looking for compact, affordable cars. Moody notes that the No. 4 best-selling car below the top-three pickup juggernauts is the stalwart Toyota Rav 4, which led the trend of compact SUVs after its introduction 30 years ago. He expects the compact Toyota model to continue to creep up the rankings as compact cars continue to rise in popularity.
Moody also expects more hybrid compact SUVs to emerge, particularly as an alternative to electric vehicles, which, because of their large and heavy batteries, are often oversized and expensive. Even EV producers are aware of the pitfalls of large electric cars, and they’re aiming to produce smaller autos.
“We have to start to get back in love with smaller vehicles. It’s super important for our society and for EV adoption,” Ford CEO Jim Farley said at the Aspen Ideas festival earlier this month. “We are just in love with these monster vehicles, and I love them, too, but it’s a major issue with weight.”
But the continued success of compact car sales will ultimately rely on companies keeping the promises associated with them, Moody argues: affordable prices, good resale value, and strong luxury features.
“You want them to be successful?” he said. “Make it better.”