The federal electric vehicle (EV) tax credit expires at midnight, ending a 17-year policy pillar that helped close the price gap with gasoline vehicles and turbocharged adoption; the immediate fallout is likely softer demand, leaner EV production, and a strategic pivot by legacy automakers toward hybrids and profitable ICE (internal combustion engine) nameplates, while stopgap leasing workarounds cushion some of the blow. The end of the subsidy is a structural shock already rippling upstream: Battery make ...

文章核心观点 - 福特汽车CEO预计联邦税收抵免政策结束后美国市场纯电动汽车需求将大幅减半 [1] - 行业观点认为电动汽车市场将保持活力但规模将远小于此前预期 [2] - 消费者目前更容易接受混合动力等部分电气化车型 [2] 行业需求与销售预期 - 预计下月纯电动汽车市场份额将从本月创纪录的10%至12%下降至5% [1][2] - 政策变化是需求预期下降的主要原因包括尾气排放政策和7500美元消费者激励措施的结束 [2] - 行业需在未来一个月内观察实际销售情况以验证需求变化 [2] 公司战略与产品分析 - 福特旗下Model e电动车团队每日分析非燃油汽车的需求 [3] - 公司在美国市场目前提供数款纯电动车型包括售价可超过90000美元的F-150 Lightning皮卡和Mustang Mach-E跨界车 [3]