2023年7月/ 8月康托斯评论
The following commentary is produced by Tom Kontos, Chief Economist, ADESA Auctions.1
Summary
Average wholesale prices declined for the third month in July, although at a slightly more gradual rate than in 6月. Prices have so far stabilized in August and remain up by around 30% versus pre-pandemic.
Retail used vehicle sales remain soft, but Certified Pre-Owned (CPO) sales are a bright spot. Both trends reflect consumer concerns about vehicle affordability. 在整体二手车销售情况下, consumers are pushing back on still-high used vehicle prices and abstaining from purchasing altogether; in the case of CPO sales, consumers are pushing back on still-high new vehicle prices and purchasing used vehicles instead.
批发市场趋势*
According to ADESA US Analytical Services’ monthly analysis of auction industry used vehicle prices by vehicle model class, 7月份的批发价格平均为14美元,473 - 4.7% 6月，下跌11点.与2022年7月相比增长了9%，增长了26%.7% versus pre-pandemic/July 2019, as seen below.
Average prices have stabilized so far in August and stood at $14,423 for the week ending August 13.
Further insights on wholesale price trends can be gained by holding constant for auction 销售类型, model-year age and mileage (the upper line in the following graph, 代表“最新型号”单元), as well as price trends for all vehicles sold (the lower line in the graph below).
Average prices for “Late-Model” used vehicles as defined here have also stabilized in August and stood at $24,到8月13日为止的那一周是719.
零售市场趋势
The following graph and table summarize data on retail used vehicle and CPO sales through July based on ADESA US Analytical Services’ analysis of data from NADA and Motor Intelligence, 分别.
Retail used vehicle sales continue to be soft and down on a year-over-year basis. CPO销售是一个亮点, as consumers seek more affordable alternatives to new vehicles, although the uptick is in part due to recent expansion of some manufacturers’ CPO programs to include a wider range of age and mileage.
1免责声明: The views and analysis provided herein relate to the vehicle remarketing industry as a whole and may not relate directly to ADESA US. The views and analysis are not the views of ADESA US, 其管理, its subsidiaries or its parent companies; and their accuracy is not warranted.
前瞻性陈述: The statements contained in this report and statements that ADESA US, 其管理, its subsidiaries or its parent companies may make orally in connection with this report that are not historical facts (including, 但不限于, 预期, 估计, assumptions and projections regarding the industry and business) may be forward-looking statements. 像“可能”这样的词,”“应该,”“可能,”“会,”“预计,”“预计,”“计划,”“计划,”“相信,”“寻求,”“估计,”“承诺,“很可能”,”“前景,”“潜在,” “project” and similar expressions identify forward-looking statements. Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from the results projected, expressed or implied by the forward-looking statements. Factors that could cause or contribute to such differences include those matters disclosed in the “Risk Factors” identified in Carvana Co.美国证券交易委员会(sec)的备案文件. Neither ADESA US nor its subsidiaries or parent companies undertakes any obligation to update any forward-looking statements.