FT商学院

Carmakers face a painful hit from this consumer crash
Lex专栏:汽车制造商面临消费者崩溃的沉重打击

Average car selling prices are falling as ample supply and sluggish demand hit pricing power
由于充足的供应和低迷的需求打击了定价能力,汽车平均售价正在下降。

The post-pandemic consumer boom has lasted longer than expected. But the lesson from recent results is that — at some point — depleted wallets snap shut. Ryanair signalled the end of revenge travel. Luxury groups are fraying at the seams. And the auto sector is suffering a veritable car crash.

大流行后的消费繁荣持续的时间比预期的要长。但从最近的业绩中可以看出,在某些时候,耗尽的钱包会“啪嗒”一声关上。瑞安航空标志着报复性旅行的终结。奢侈品集团开始下滑。汽车行业正在经历一场名副其实的车祸。

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