The U.S. electric vehicle market is established and ready to grow without federal subsidies, according to Jon McNeill, a former Tesla president of global sales and service and current GM board member. Speaking to CNBC on Thursday, McNeill expressed confidence that despite the recent expiration of a key EV tax credit, the industry will continue its upward trajectory, bolstered by more model choices and the availability of lower-priced vehicles. He pointed to Europe as a case study, noting that when countri ...

Let's bring in former Tesla president of global sales and uh service and a GM board member now, John McNeel. John, it's great to have you on and nice to see you, Morgan. How would you categorize the EV market, whether it's states side or globally.I think uh this is one of the few markets where uh the US is not ahead in technology. It's actually a step or two behind. And so we get to see kind of what's happening in other markets.and Europe, France and Germany in particular rolled subsidies off a couple years ...

文章核心观点 - 电动皮卡在短期内面临重大挑战 难以实现盈利 对汽车制造商及其投资者的吸引力可能下降 [1][7][11] - 传统燃油全尺寸皮卡是底特律汽车制造商的利润核心 但电动皮卡因电池成本高昂导致利润率显著降低 [7][8][12] - 尽管当前形势严峻 但行业正通过技术创新和成本控制寻求突破 例如福特汽车对生产流程的革新 [9][10] 主要汽车制造商电动皮卡市场表现 - 特斯拉Cybertruck商业表现不佳 已从美国订单页面消失 2024年7月在美国的注册量同比下降54% 年初至今注册量为15,211辆 同比下降14% [2][3] - Rivian的R1T车型2024年初至今在美国的注册量下降37% 7月注册量同比下降40%至仅588辆 [5] - 福特F-150 Lightning年初至今注册量下降12% 7月注册量同比下降15% [5] - Stellantis旗下Ram品牌因电动汽车需求放缓 取消了首款全电动皮卡的计划 [4] - 通用汽车是市场中的亮点 其Silverado EV、Sierra EV和Hummer EV在年初至今的注册量均实现增长 [5] 电动皮卡盈利难题分析 - 燃油全尺寸皮卡生产成本仅比轿车略高 但售价可达轿车的2至3倍 利润空间巨大 [7] - 电动皮卡最大的成本组成部分是电池 显著挤压利润率 市场上大型电池包成本可达约50,000美元 [8] - 消费者将全尺寸皮卡视为工作工具 不愿为降低价格而牺牲性能或牵引能力 导致降价空间有限 [8] 行业未来发展方向 - 电池价格未来有望下降 为成功的电动皮卡打开大门 [9] - 福特汽车加倍投入电动汽车领域 将传统装配线革新为“装配树”模式 三个子生产线同时生产部件再组合 预计可将生产速度提升高达40% [10] - 福特预计其首款基于新生产线推出的电动皮卡将在生命周期早期实现盈利 [10] - 向全电动汽车的转型将是昂贵的 电动皮卡的利润率可能永远无法与燃油皮卡相媲美 [11][12]