-- 根据加拿大丰业银行(Scotiabank)的数据,Omdia提供的数据显示,3月份加拿大汽车销量经季节性调整后的年化率(SAAR)环比小幅下降0.1%,至181万辆。 由于1月和2月的数据向上修正,第一季度平均销量为179万辆(SAAR),高于此前预期,但仍比2025年第四季度下降0.2%。 Omdia提供的数据显示,3月份未经季节性调整(NSA)的销量为17.06万辆,同比下降7.8%,但与去年同期相比有所回落。去年年初销量相对强劲,之后新加征的关税开始扰乱全球贸易。 经季节性调整后的新车销量与往年同期相比,第一季度销量同比下降6.5%,同比下降2.3%。 加拿大丰业银行表示,近期经季节性调整后的新车销量下滑可能已经触底,因为过去两个月的销量增速已与历史趋势相符。然而,最终结果仍需时间检验,因为仍有诸多因素会影响需求。 加拿大1月和2月的整体就业水平有所下降,失业率在6.7%的三个月移动平均值附近横盘整理。由于中东冲突持续,全球油价居高不下,预计这将推高整体通胀。加拿大央行将密切关注投入成本上涨是否会影响核心通胀。 尽管加拿大央行估计油价上涨可能对加拿大国内生产总值增长略有利好,但短期内更高的加油成本可能会抑制汽车需求。与此同时,新的联邦电动汽车价格承受能力计划可能会在未来几个月内提振电动汽车的销量。 加拿大丰业银行预测,今年加拿大轻型汽车的销量将达到181万辆。该行预计,需求将在今年和明年逐步改善,到2027年将增至187万辆,但鉴于高企且波动剧烈的油价给前景蒙上了一层不确定性。
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