-- 蒙特利尔银行(BMO)表示,由于去年春季关税提前生效的影响,同比数据仍存在偏差,美国4月份轻型汽车销量同比下降5.7%。 该银行指出,经季节性调整后的年化销量(SAAR)为1610万辆,表明尽管汽油价格连续数月高企,但需求依然坚挺。 BMO计算得出,5月初汽油价格为每加仑4.46美元,环比上涨超过30美分,日均汽油销量约为3.75亿加仑,这意味着消费者每天比上月多花费约1.3亿美元。 该银行表示,如果燃油价格持续高企,未来几个月运营成本上升可能会抑制消费者的非必需支出和汽车需求。 BMO指出,加拿大4月份新车销量也有所放缓,同比降幅同样受到关税提前生效的影响。销量下滑至年化181万辆,同比下降3.9%。 报告补充道,尽管贸易形势不明朗且汽油价格接近历史最高水平,但市场表现好于预期。5月初,加拿大普通汽油均价为每升1.94加元。 由于联邦消费税暂停征收至9月(届时为每升10加元),5月初价格环比上涨约5加分。 BMO指出,值得关注的一个趋势是,随着价格更低的车型供应增加,零排放汽车(ZEV)的销量是否会在今年晚些时候再次加速增长。加拿大零排放汽车销量在2月下旬和3月表现强劲,但在4月有所降温。
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