(能动Nengdong2023年6月2日讯)TrueCar公司是购买和销售新旧车辆最简便、高效和透明的在线平台，该平台预计到2023年5月，新车销售总量将达到1,388,602台，比去年同期增长近20%，比2023年4月增长6.5%。除去大宗销售，TrueCar预计美国新车和轻型卡车的零售交付量将达到1,145,561台，比去年同期增长近16%，比2023年4月增长7%。
% Change in New Vehicle ATP vs Previous Year
“随着夏季的到来，销售预计将强劲，不断增长的激励措施和库存选项将吸引消费者回到市场，”TrueCar的行业分析师Zack Krelle表示。
“今年卡车的平均交易价格上涨最多，因为SUV和轿车的激励措施增长更快。SUV的激励措施增长最快，这极大地促进了高销售速度，”TrueCar的OEM解决方案副总裁Justin Colon表示。
其他5月份行业洞察(来自TrueCar):
·2023年5月的总销售额预计将比去年同期增长近20%，根据相同的销售天数进行调整后，将比2023年4月增长6.5%。
·预计2023年5月的大宗销量将比去年同期增长近40%，根据相同的销售天数进行调整后，将比2023年4月增长4%。
·新车的平均交易价格预计将比去年同期上涨2.7%，与2023年4月的价格持平。
·预计2023年5月的二手车销量将达到310万辆左右，比去年同期下降4%，比2023年4月增长1%。
·新车平均利率为7.1%，略高于2023年4月，二手车平均利率为10.75%，与2023年4月基本持平。
·到2023年5月，新车的平均贷款期限约为69个月，二手车的平均贷款期限约为70个月。
|
Total Unit Sales |
|||||||
|
Manufacturer |
May 2023 Forecast |
May 2022 Actual |
Apr 2023 Actual |
YoY % Change |
YoY % Change |
MoM % Change |
MoM % Change |
|
BMW |
31,087 |
26,988 |
29,925 |
15.2 % |
10.6 % |
3.9 % |
8.0 % |
|
Daimler |
31,451 |
24,851 |
29,786 |
26.6 % |
21.5 % |
5.6 % |
9.8 % |
|
Ford |
179,977 |
153,434 |
182,623 |
17.3 % |
12.6 % |
-1.4 % |
2.5 % |
|
GM |
234,596 |
177,856 |
227,329 |
31.9 % |
26.6 % |
3.2 % |
7.3 % |
|
Honda |
124,393 |
75,491 |
116,082 |
64.8 % |
58.2 % |
7.2 % |
11.4 % |
|
Hyundai |
75,752 |
63,832 |
76,669 |
18.7 % |
13.9 % |
-1.2 % |
2.8 % |
|
Kia |
67,125 |
57,941 |
68,205 |
15.9 % |
11.2 % |
-1.6 % |
2.4 % |
|
Nissan |
84,290 |
53,381 |
83,746 |
57.9 % |
51.6 % |
0.6 % |
4.7 % |
|
Stellantis |
148,938 |
130,987 |
137,019 |
13.7 % |
9.2 % |
8.7 % |
13.0 % |
|
Subaru |
52,554 |
42,526 |
51,014 |
23.6 % |
18.6 % |
3.0 % |
7.1 % |
|
Tesla |
56,835 |
47,706 |
55,865 |
19.1 % |
14.4 % |
1.7 % |
5.8 % |
|
Toyota |
186,666 |
176,772 |
185,988 |
5.6 % |
1.4 % |
0.4 % |
4.4 % |
|
Volkswagen Group |
51,858 |
46,397 |
50,591 |
11.8 % |
7.3 % |
2.5 % |
6.6 % |
|
Industry |
1,388,602 |
1,114,583 |
1,356,551 |
24.6 % |
19.6 % |
2.4 % |
6.5 % |
|
Retail Unit Sales |
|||||||
|
Manufacturer |
May 2023 Forecast |
May 2022 Actual |
Apr 2023 Actual |
YoY % Change |
YoY % Change |
MoM % Change |
MoM % Change |
|
BMW |
28,336 |
25,915 |
28,202 |
9.3 % |
5.0 % |
0.5 % |
4.5 % |
|
Daimler |
29,606 |
23,309 |
28,351 |
27.0 % |
21.9 % |
4.4 % |
8.6 % |
|
Ford |
128,491 |
113,103 |
126,733 |
13.6 % |
9.1 % |
1.4 % |
5.4 % |
|
GM |
179,999 |
139,026 |
172,383 |
29.5 % |
24.3 % |
4.4 % |
8.6 % |
|
Honda |
120,654 |
71,143 |
113,789 |
69.6 % |
62.8 % |
6.0 % |
10.3 % |
|
Hyundai |
69,766 |
63,188 |
70,997 |
10.4 % |
6.0 % |
-1.7 % |
2.2 % |
|
Kia |
60,484 |
54,484 |
60,677 |
11.0 % |
6.6 % |
-0.3 % |
3.7 % |
|
Nissan |
61,525 |
43,630 |
61,095 |
41.0 % |
35.4 % |
0.7 % |
4.7 % |
|
Stellantis |
102,296 |
103,631 |
89,742 |
-1.3 % |
-5.2 % |
14.0 % |
18.5 % |
|
Subaru |
49,452 |
41,185 |
48,367 |
20.1 % |
15.3 % |
2.2 % |
6.3 % |
|
Tesla |
54,634 |
36,909 |
54,818 |
48.0 % |
42.1 % |
-0.3 % |
3.6 % |
|
Toyota |
162,131 |
155,658 |
162,369 |
4.2 % |
0.0 % |
-0.1 % |
3.8 % |
|
Volkswagen Group |
47,670 |
44,836 |
46,974 |
6.3 % |
2.1 % |
1.5 % |
5.5 % |
|
Industry |
1,145,561 |
949,271 |
1,113,487 |
20.7 % |
15.9 % |
2.9 % |
7.0 % |
|
Fleet Unit Sales |
|||||||
|
Manufacturer |
May 2023 Forecast |
May 2022 Actual |
Apr 2023 Actual |
YoY % Change |
YoY % Change |
MoM % Change |
MoM % Change |
|
BMW |
2,751 |
1,073 |
1,723 |
156.3 % |
146.0 % |
59.7 % |
66.1 % |
|
Daimler |
1,845 |
1,542 |
1,435 |
19.6 % |
14.8 % |
28.6 % |
33.7 % |
|
Ford |
51,486 |
40,331 |
55,890 |
27.7 % |
22.6 % |
-7.9 % |
-4.2 % |
|
GM |
54,597 |
38,830 |
54,946 |
40.6 % |
35.0 % |
-0.6 % |
3.3 % |
|
Honda |
3,739 |
4,348 |
2,293 |
-14.0 % |
-17.4 % |
63.1 % |
69.6 % |
|
Hyundai |
5,986 |
644 |
5,672 |
829.7 % |
792.5 % |
5.5 % |
9.8 % |
|
Kia |
6,641 |
3,457 |
7,528 |
92.1 % |
84.4 % |
-11.8 % |
-8.2 % |
|
Nissan |
22,765 |
9,751 |
22,651 |
133.5 % |
124.1 % |
0.5 % |
4.5 % |
|
Stellantis |
46,642 |
27,356 |
47,277 |
70.5 % |
63.7 % |
-1.3 % |
2.6 % |
|
Subaru |
3,102 |
1,341 |
2,647 |
131.4 % |
122.1 % |
17.2 % |
21.9 % |
|
Tesla |
2,201 |
10,797 |
1,047 |
-79.6 % |
-80.4 % |
110.3 % |
118.7 % |
|
Toyota |
24,535 |
21,114 |
23,619 |
16.2 % |
11.6 % |
3.9 % |
8.0 % |
|
Volkswagen Group |
4,188 |
1,561 |
3,617 |
168.2 % |
157.5 % |
15.8 % |
20.4 % |
|
Industry |
239,075 |
165,114 |
239,522 |
44.8 % |
39.0 % |
-0.2 % |
3.8 % |
|
Fleet Penetration |
|||||
|
Manufacturer |
May 2023 Forecast |
May 2022 Actual |
Apr 2023 Actual |
YoY % Change |
MoM % Change |
|
BMW |
8.8 % |
4.0 % |
5.8 % |
122.5 % |
53.7 % |
|
Daimler |
5.9 % |
6.2 % |
4.8 % |
-5.5 % |
21.8 % |
|
Ford |
28.6 % |
26.3 % |
30.6 % |
8.8 % |
-6.5 % |
|
GM |
23.3 % |
21.8 % |
24.2 % |
6.6 % |
-3.7 % |
|
Honda |
3.0 % |
5.8 % |
2.0 % |
-47.8 % |
52.2 % |
|
Hyundai |
7.9 % |
1.0 % |
7.4 % |
683.4 % |
6.8 % |
|
Kia |
9.9 % |
6.0 % |
11.0 % |
65.8 % |
-10.4 % |
|
Nissan |
27.0 % |
18.3 % |
27.0 % |
47.9 % |
-0.1 % |
|
Stellantis |
31.3 % |
20.9 % |
34.5 % |
50.0 % |
-9.2 % |
|
Subaru |
5.9 % |
3.2 % |
5.2 % |
87.2 % |
13.7 % |
|
Tesla |
3.9 % |
22.6 % |
1.9 % |
-82.9 % |
106.7 % |
|
Toyota |
13.1 % |
11.9 % |
12.7 % |
10.0 % |
3.5 % |
|
Volkswagen Group |
8.1 % |
3.4 % |
7.2 % |
140.0 % |
12.9 % |
|
Industry |
17.2 % |
14.8 % |
17.7 % |
16.2 % |
-2.5 % |
|
Total Market Share |
|||
|
Manufacturer |
May 2023 Forecast |
May 2022 Actual |
Apr 2023 Actual |
|
BMW |
2.2 % |
2.4 % |
2.2 % |
|
Daimler |
2.3 % |
2.2 % |
2.2 % |
|
Ford |
13.0 % |
13.8 % |
13.5 % |
|
GM |
16.9 % |
16.0 % |
16.8 % |
|
Honda |
9.0 % |
6.8 % |
8.6 % |
|
Hyundai |
5.5 % |
5.7 % |
5.7 % |
|
Kia |
4.8 % |
5.2 % |
5.0 % |
|
Nissan |
6.1 % |
4.8 % |
6.2 % |
|
Stellantis |
10.7 % |
11.8 % |
10.1 % |
|
Subaru |
3.8 % |
3.8 % |
3.8 % |
|
Tesla |
4.1 % |
4.3 % |
4.1 % |
|
Toyota |
13.4 % |
15.9 % |
13.7 % |
|
Volkswagen Group |
3.7 % |
4.2 % |
3.7 % |
|
95.5 % |
96.7 % |
95.5 % |
|
|
Retail Market Share |
|||
|
Manufacturer |
May 2023 Forecast |
May 2022 Actual |
Apr 2023 Actual |
|
BMW |
2.5 % |
2.7 % |
2.5 % |
|
Daimler |
2.6 % |
2.5 % |
2.5 % |
|
Ford |
11.2 % |
11.9 % |
11.4 % |
|
GM |
15.7 % |
14.6 % |
15.5 % |
|
Honda |
10.5 % |
7.5 % |
10.2 % |
|
Hyundai |
6.1 % |
6.7 % |
6.4 % |
|
Kia |
5.3 % |
5.7 % |
5.4 % |
|
Nissan |
5.4 % |
4.6 % |
5.5 % |
|
Stellantis |
8.9 % |
10.9 % |
8.1 % |
|
Subaru |
4.3 % |
4.3 % |
4.3 % |
|
Tesla |
4.8 % |
3.9 % |
4.9 % |
|
Toyota |
14.2 % |
16.4 % |
14.6 % |
|
Volkswagen Group |
4.2 % |
4.7 % |
4.2 % |
|
95.6 % |
96.5 % |
95.6 % |
|
|
ATP |
|||||
|
Manufacturer |
May 2023 Forecast |
May 2022 Actual |
Apr 2023 Actual |
YOY |
MOM |
|
BMW |
$70,162 |
$64,688 |
$69,289 |
8.5 % |
1.3 % |
|
Daimler |
$74,718 |
$64,698 |
$78,504 |
15.5 % |
-4.8 % |
|
Ford |
$54,122 |
$50,878 |
$54,073 |
6.4 % |
0.1 % |
|
GM |
$53,039 |
$50,582 |
$52,280 |
4.9 % |
1.5 % |
|
Honda |
$37,793 |
$38,045 |
$37,801 |
-0.7 % |
0.0 % |
|
Hyundai |
$37,399 |
$37,208 |
$37,540 |
0.5 % |
-0.4 % |
|
Kia |
$35,064 |
$35,043 |
$34,232 |
0.1 % |
2.4 % |
|
Nissan |
$36,729 |
$36,349 |
$36,506 |
1.0 % |
0.6 % |
|
Stellantis |
$56,207 |
$53,425 |
$55,951 |
5.2 % |
0.5 % |
|
Subaru |
$34,328 |
$35,455 |
$34,803 |
-3.2 % |
-1.4 % |
|
Toyota |
$42,834 |
$39,335 |
$42,885 |
8.9 % |
-0.1 % |
|
Volkswagen Group |
$47,126 |
$47,571 |
$47,424 |
-0.9 % |
-0.6 % |
|
Industry |
$45,779 |
$44,565 |
$45,486 |
2.7 % |
0.6 % |
|
$1,213 |
$293 |
||||
|
Incentives |
|||||
|
Manufacturer |
May 2023 Forecast |
May 2022 Actual |
Apr 2023 Actual |
YOY |
MOM |
|
BMW |
$3,937 |
$1,182 |
$3,636 |
233.1 % |
8.3 % |
|
Daimler |
$3,014 |
$1,253 |
$2,992 |
140.5 % |
0.7 % |
|
Ford |
$2,270 |
$1,037 |
$1,800 |
119.0 % |
26.1 % |
|
GM |
$2,255 |
$1,725 |
$1,959 |
30.7 % |
15.1 % |
|
Honda |
$1,373 |
$790 |
$1,192 |
73.7 % |
15.1 % |
|
Hyundai |
$1,597 |
$551 |
$1,427 |
190.1 % |
11.9 % |
|
Kia |
$1,116 |
$656 |
$958 |
70.1 % |
16.5 % |
|
Nissan |
$1,787 |
$1,580 |
$1,895 |
13.1 % |
-5.7 % |
|
Stellantis |
$3,359 |
$1,894 |
$2,848 |
77.4 % |
17.9 % |
|
Subaru |
$1,090 |
$756 |
$939 |
44.1 % |
16.0 % |
|
Toyota |
$832 |
$787 |
$808 |
5.8 % |
3.0 % |
|
Volkswagen Group |
$2,827 |
$1,137 |
$2,600 |
148.5 % |
8.7 % |
|
Industry |
$1,931 |
$1,176 |
$1,704 |
64.3 % |
13.3 % |
|
$756 |
$227 |
||||
|
Incentives as % of ATP |
|||||
|
Manufacturer |
May 2023 Forecast |
May 2022 Actual |
Apr 2023 Actual |
YOY |
MOM |
|
BMW |
5.6 % |
1.8 % |
5.2 % |
207.1 % |
6.9 % |
|
Daimler |
4.0 % |
1.9 % |
3.8 % |
108.3 % |
5.8 % |
|
Ford |
4.2 % |
2.0 % |
3.3 % |
105.8 % |
26.0 % |
|
GM |
4.3 % |
3.4 % |
3.7 % |
24.7 % |
13.5 % |
|
Honda |
3.6 % |
2.1 % |
3.2 % |
74.9 % |
15.2 % |
|
Hyundai |
4.3 % |
1.5 % |
3.8 % |
188.6 % |
12.3 % |
|
Kia |
3.2 % |
1.9 % |
2.8 % |
70.0 % |
13.7 % |
|
Nissan |
4.9 % |
4.3 % |
5.2 % |
11.9 % |
-6.3 % |
|
Stellantis |
6.0 % |
3.5 % |
5.1 % |
68.6 % |
17.4 % |
|
Subaru |
3.2 % |
2.1 % |
2.7 % |
48.8 % |
17.6 % |
|
Toyota |
1.9 % |
2.0 % |
1.9 % |
-2.9 % |
3.1 % |
|
Volkswagen Group |
6.0 % |
2.4 % |
5.5 % |
150.9 % |
9.4 % |
|
Industry |
4.2 % |
2.6 % |
3.7 % |
59.9 % |
12.6 % |
|
Revenue |
|||||
|
Manufacturer |
May 2023 Forecast |
May 2022 Actual |
Apr 2023 Actual |
YOY |
MOM |
|
Industry |
$63,568,387,218 |
$49,671,624,150 |
$61,703,570,423 |
28.0 % |
3.0 % |
(备注：这份行业洞察仅基于TrueCar，Inc.对国内行业销售趋势和条件的分析，不是TrueCar，Inc.运营的预测。)
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