CNN Top News|期待已久的汽车涨价潮会随着2026款车型的到来而出现吗?

目前,汽车价格尚未因关税而大幅上涨。但随着明年新款车型陆续进驻展厅,美国购车者将看到这种局面还能持续多久。

尽管对大多数进口汽车及零部件加征了25%的关税(这些零部件用于组装美国制造的汽车),但今年新车价格并未出现大幅波动。购车网站Edmunds的数据显示,7月份汽车平均价格较关税生效前的3月份上涨不到2%,与去年同期相比涨幅也较为有限。

但主要原因在于整体购车人数有所减少。

由于担心汽车价格飙升,美国民众在3月掀起抢购热潮。但随之而来的消费者信心恶化和持续高企的利率,导致年内后续销量受挫。汽车制造商为此承担着成本压力,他们担忧涨价将进一步抑制市场需求。

但随着2026款车型陆续抵达经销商处,许多专家预计车价终将上涨。汽车制造商可将涨价归因于新年款车型的推出,而非关税因素。

然而,任何价格上涨预计都将较为温和,且幅度不足以抵消数十亿美元的关税成本。

埃德蒙兹公司洞察总监伊万·德鲁里表示,汽车价格将由市场需求而非生产成本决定。

德鲁里博士表示:“他们现有的库存已经难以售出,更不用说将价格提高10%以上了。”

标价已悄然上涨

汽车制造商历来会在新年款车型上市时提高售价。埃德蒙兹数据显示,在经销商处已到货的45款车型中,有29款的厂商建议零售价(MSRP)较去年有所上涨。

多数车型的价格涨幅较为温和,与2025年款相比仅上涨2%或更低。但部分进口车和国产车价格出现了较大幅度上调。

雪佛兰Traverse和凯迪拉克CT5两款车型的涨幅均超过7%,均在密歇根州完成组装。涨幅最大的是进口的MINI Cooper,即使美英贸易协定将英国制造汽车的关税上限定为10%,其涨幅仍达到11.4%。

但新车窗上的价格标签未必总能反映出上涨的成本。

德鲁里博士表示:“标价是他们最不愿意上调的地方。”

相反,汽车制造商将采取更隐蔽的方式提高成本,例如对选装配件加价、减少标配项目或降低购车优惠力度。它们还可能提高诸如“运输费”等附加费用。

据Edmunds数据显示,2025款车型的运输目的地费用(一项不可协商的收费,用于支付车辆运送至经销商处的成本)平均为1500美元。这一费用较2024款车型上涨了8.5%,与2021款车型相比涨幅超过25%——即高出300美元。

专家指出,由于美国消费者购车时通常不考虑这些费用,今年相关收费可能再次大幅上涨。

但无论汽车制造商如何试图增加收入以抵消关税成本,他们最终都无法决定车辆售价。实际成交价格由购车者与经销商协商确定,而非汽车制造商单方面决定。

关税与贸易规则的不确定性

专家指出,贸易形势的不确定性也可能使汽车制造商不敢过快、过高地提高厂商建议零售价(MSRP)。这些企业需要与欧盟、英国、日本、韩国、加拿大和墨西哥敲定具体的贸易条款,才能确定最终成本。

CarGurus经济与市场情报总监凯文·罗伯茨(Kevin Roberts)表示:“我认为,关税成本转嫁给消费者的程度可能会比我们最初预想的更为分散。这可能只是等待观察贸易政策是否会发生更大变化的情况。”

汽车制造商不愿直接评论其定价策略。但企业公开声明及回应美国有线电视新闻网(CNN)提问时均表示,定价时会综合考虑多重因素,包括市场环境、车辆配置及竞争格局,但均未提及关税成本。

这并不令人意外。与许多企业一样,汽车制造商担心承认价格上涨与特朗普总统的关税政策之间存在关联会激怒他,尤其是在他们正就有利于行业的关税政策与法规在幕后游说政府之际。

考克斯汽车公司执行分析师埃琳·基廷(Erin Keating)表示:“这可能是五五开,50%是不想激怒政府,50%是市场现实。毫无疑问,市场对价格的抑制作用与(对政府反应的)担忧同样重要。”

Car prices have not gone up significantly thanks to tariffs just yet. But with next years models hitting showroom floors, American car buyers will see how much longer that can last.

New car prices havent changed much this year, despite 25% tariffs on most imported cars and parts, which are used to assemble American-made cars. Data from car buying site Edmunds found the average car price in July rose less than 2% from March, just before the tariffs took effect. Theyre also not much higher than a year ago.

But a large reason for that is because not as many people have been buying cars in general.

Americans rushed to buy cars 62in March, fearful costs would skyrocket. That hurt sales later in the year, as did worsening consumer confidence and62 continued high interest rates . Automakers have been eating the cost as a result, concerned higher prices will further cut into demand.

But with 2026 models starting to arrive on dealers lots, many experts expect prices to finally rise. Automakers can blame elevated prices on the new model year, not tariffs.

Any price bump is expected to be moderate, however, and not large enough to cover the billions in tariff costs.

Market demand will determine car prices, said Ivan Drury,62director of insights at Edmunds, rather than the costs associated with producing the vehicle.

They already had issues selling the inventory they have on hand, let alone if they raised the price by more than 10%, Drury said.

Sticker prices already creeping up

Automakers traditionally raise prices when new model years roll out. Edmunds data reports that the manufacturers suggested retail price (MSRP), or sticker price, for 29 of the 45 models already at dealers is higher than last year.

Many of the increases are modest, rising 2% or less when compared to 2025 models. But some larger jumps include both imported and domestic cars.

The Chevrolet Traverse and Cadillac CT5, both up more than 7%, are assembled in Michigan. The biggest increase is for the imported MINI Cooper, rising 11.4% even with a US-UK trade deal capping tariffs on UK-built cars at 10%.

But higher costs will not always be apparent in the sticker on the window of new cars.

The sticker price is the last place they want to put the increase, Drury said.

Instead, car companies will find less obvious ways to raise costs, like charging buyers more for options, offering fewer standard options or reducing the incentives to attract buyers. They also can increase fees, such as destination charges.

Destination charges, a non-negotiable fee that covers the cost of transporting a car to the dealership, averaged $1,500 for 2025 model year cars, according to Edmunds. Thats up 8.5% from model year 2024 cars, and more than 25% higher C or $300 more C than the 2021 models.

Those charges are likely to see a big jump again this year, according to experts, since fees are generally not factored into the cost by Americans shopping for cars.

But no matter how the automakers try to bring in money to help cover the cost of tariffs, they dont have the final word on cost. The actual sale price is set in negotiations between buyers and dealers, not by the automakers.

Uncertainty over tariffs and trade rules

Uncertainty over trade is also likely keeping automakers from raising the MSRP too high, too quickly, according to experts. The companies need the finished trade specifics with the EU, UK, Japan, South Korea, Canada and Mexico to know what their final costs will be.

I think were likely going to see a little bit more of spreading out the pass through of tariffs costs to consumers than what we initially thought, said62Kevin Roberts, Director of Economic and Market Intelligence at CarGurus. It could just be a situation of waiting to see if trade policy shifts more.

The automakers wont comment directly on their pricing plans. But the comments companies have made publicly and in response to CNN questions note that they consider numerous factors when setting pricing, including62market conditions, vehicle content, and the competitive landscape. None have mentioned tariff cost.

Thats not a surprise. Automakers, like many companies, are concerned they could anger President Donald Trump by admitting any tie between price increases and his tariffs, especially as they lobby the administration behind the scenes on tariff policy and regulations that would be favorable to the industry.

Its probably 50-50, 50% on not wanting to upset the administration, and 50% the market reality, said Erin Keating, executive analyst with Cox Automotive. The market is keeping the prices in check as much as concerns (about administration reaction), absolutely.

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