Kev muag tsheb hauv Asmeskas tau pom tau tuav hauv lub quarter thib peb, vim tias cov khoom muag tsheb maj mam txhim kho tab sis cov cua daj cua dub tshiab tshwm sim.
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General cov Motors lwm yam (GM), Ford (F), Hnub qub (STLA), Toyota Motors (TM) thiab Honda Tsav (HMC) yog ntawm cov teeing mus nthuav tawm lub Cuaj Hlis thiab Q3 muag. Lawv yuav tsum tshaj tawm hnub Monday Lub Kaum Hli 3.
Kev lag luam txhua xyoo ntawm Asmeskas kev muag tsheb tshiab nyob rau lub Cuaj Hli yuav tsum ncav cuag 13.3 lab units, kwv yees raws li lub Yim Hli, Cox Automotive kwv yees. Los ntawm qhov ntim, kev muag khoom hauv lub quarter thib peb tau pom txog ze li ntawm 3.4 lab units, qis me ntsis ob lub xyoo dhau los thiab lub quarter dhau peb lub hlis twg, tom qab ib qho zoo q2p.
Cox cia siab tias GM, Ford thiab Tesla yuav yog cov neeg tau txais txiaj ntsig loj tshaj plaws hauv Q3 kev ua lag luam "tseem daig hauv cov iav qis" vim tias cov khoom lag luam maj mam txhim kho.
Live IBD: Ib qho Cuab Yeej Tshiab rau Kev Tshawb Xyuas Kev Lag Luam Txhua Hnub
Nws pib cov khoom muag muag nyuaj rau lub Cuaj Hlis 29. Cov neeg siv tsheb siv Carmax (KMX) Cov kev xav tau nyiaj tau los tsis zoo, hais txog "kev nyuaj rau kev them taus." Moody's tau txo qis kev lag luam tsheb thoob ntiaj teb mus rau qhov tsis zoo los ntawm kev ruaj khov, tseem hais txog cov neeg siv khoom pheej yig cov teeb meem vim tus nqi siab dua thiab kev lag luam tsis muaj zog. Nws kuj tau sau tseg cov nqi siab dua rau cov neeg tsim tsheb.
Qee lub sij hawm thaum lub Kaum Hli Ntuj, Tesla (TSLA) yuav tshaj tawm thoob ntiaj teb Q3 ntau lawm thiab xa tus lej ib yam.
Nov yog yuav ua li cas automakers yuav tsum ua hauv Q3, raws li Cox Automotive. Cov txiaj ntsig tau qhia qhov muag ntim, nrog rau kev muag khoom loj hlob lossis poob qis dua ib xyoos dhau los.
General cov Motors lwm yam
Q3 kev muag khoom kwv yees: 539,028 tsheb, nce 21.6%.
tau: Rov qab hnub Monday.
GM Tshuag poob 5.65% nyob rau hnub Thursday kev ua lag luam Tshuag, tom qab snapping 50-hnub poob streaking rau hnub Wednesday. Shares tsis ntev los no txo qis 200-hnub txav nruab nrab thiab nyob qis dua XNUMX-hnub kab.
Thaum lub Cuaj Hlis, GM CEO Mary Barra tau tshaj tawm hauv kev sib tham hauv TV tias nws pom cov nti tsis txaus "mus rau xyoo tom ntej, tej zaum dhau me ntsis."
Traditional automakers txuas ntxiv nrawm rau lub tsheb hluav taws xob, uas xav tau ntau daim chips.
Tsis ntev los no, GM tau pib xa khoom ntawm ob lub EV tseem ceeb tshiab, Lyriq SUV thiab Hummer tuaj tos. Cov neeg ua lag luam yuav tab tom nrhiav ib qho kev qhia tias kev tsim khoom tau khaws lossis yuav sai sai. Lub Hoobkas Ultium roj teeb thaum kawg pib tsim khoom tsis ntev los no.
Toyota Tsav
Q3 kev muag khoom kwv yees: 513,846, nqis 9.2%.
tau: Rov qab hnub Monday.
Toyota Motor Tshuag poob 2.3% rau hnub Thursday, tsoo 23 lub hlis qis.
Ford Tsav
Q3 kev muag khoom kwv yees: 473,595, nce 19.1%.
tau: Khij rov qab tom qab.
Ford stock skidded 5.8% Thursday, tom qab xaus rau hnub poob streak hnub Wednesday. Shares tseem qis dua 50- thiab 200-hnub kab.
Hnub qub
Q3 kev muag khoom kwv yees: 388,481, nqis 5.5%.
tau: Rov qab hnub Monday.
Stellantis Tshuag poob 4.8% Hnub Thursday.
Honda Tsav
Q3 kev muag khoom kwv yees: 211,326, nqis 38.9%.
tau: Rov qab hnub Monday.
Honda Tshuag thim rov qab 3.2% hnub Thursday mus rau ob xyoos qis.
Tesla
Q3 kev muag khoom kwv yees: 126,844 hwm thiab khoom kim heev EVs hauv Asmeskas, nce 38.3%.
tau: Tesla yuav tshaj tawm thoob ntiaj teb Q3 kev xa khoom sai sai, tab sis yuav tsis tawg tawm hauv Asmeskas kev muag khoom.
Tesla Tshuag poob 6.8% rau hnub Thursday, poob qis los ntawm ze nws 50-hnub thiab 200-hnub kab.
Outlook Rau Q4 Auto Muag
Cov kws tshuaj ntsuam xyuas ntawm JD Power thiab LMC Automotive cia siab tias yuav muaj kev txwv ntau ntxiv nyob rau lub Kaum Hli thiab ua rau "me me me" lub quarter thib plaub. Hnub Wednesday, cov kws tshuaj ntsuam ntawm Cox Automotive tau txo qis lawv qhov kev kwv yees tag nrho xyoo 2022, tam sim no kwv yees 13.7 lab units, qis dua 9% los ntawm 2021 thiab qib qis tshaj hauv kaum xyoo.
Cov lus ceeb toom tuaj tom qab Ford ceeb toom rau lub Cuaj Hlis 20 tias nws tuaj yeem muaj 40,000-45,000 ib feem ua lub tsheb hauv cov khoom muag thaum kawg ntawm lub quarter thib peb tam sim no, tos cov khoom xav tau kom tiav. Nws tseem cia siab tias yuav ua kom tiav thiab xa cov tsheb hauv Q4.
Nrhiav Aparna Narayanan hauv Twitter ntawm @IB_Aparna.
KOJ YUAV TSUM nyiam:
Cov No Yog Cov 5 Zoo Li Cas Los Yuav Thiab Saib Tam Sim No
Nrhiav Cov Khuam Kawg Nkag Ntaus Ntaus Qhov Tsw Nrog MarketSmith
Tau qhov twg los: https://www.investors.com/news/auto-sales-gm-ford-to-lead-q3-rebound-but-challenges-persist/?src=A00220&yptr=yahoo